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RICHARD AHL, JR.

@Ahl Investment Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$142.848MTotal holdings68
Assets growth rate-1.47%Assets growth rate (2-Q avg)2.43%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ahl Investment Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Ahl Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 142.848M in assets, with a quarterly growth rate of -1.47% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by RICHARD AHL, JR., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.89%
5.33%
$7.613M
30,400 shares@ $250.43 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.77%
5.33%
$7.605M
31,726 shares@ $239.72 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.59%
5.31%
$7.578M
17,979 shares@ $421.5 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.69%
4.01%
$5.726M
53,233 shares@ $107.57 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.71%
3.25%
$4.637M
12,880 shares@ $360.05 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -0.71%
2.93%
$4.182M
8,912 shares@ $469.29 avg price
AXPAmerican Express Co
Recent Activity
Decreased -5.44%
2.42%
$3.453M
11,636 shares@ $296.79 avg price
EMREmerson Elec Co
Recent Activity
Decreased -0.43%
2.38%
$3.396M
27,403 shares@ $123.94 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.95%
1.92%
$2.738M
12,480 shares@ $219.39 avg price
NZFNuveen Municipal Credit Inc
Recent Activity
Decreased -0.72%
1.77%
$2.527M
207,667 shares@ $12.17 avg price