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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
PFFDGlobal X Fds
Recent Activity
Increased 24.75%
5.28%
$7.535M
386,217 shares@ $19.52 avg price
KOCoca Cola Co
Recent Activity
Increased 0.61%
5.1%
$7.278M
116,900 shares@ $62.27 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 197.23%
4.54%
$6.484M
285,647 shares@ $22.7 avg price
SDHYPgim Short Dur Hig Yld Opp F
Recent Activity
Increased 2.76%
3.47%
$4.953M
307,233 shares@ $16.13 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.41%
2.78%
$3.961M
22,291 shares@ $177.7 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 199.38%
2.59%
$3.691M
135,118 shares@ $27.33 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 38.12%
2.38%
$3.39M
43,876 shares@ $77.28 avg price
JNJJohnson & Johnson
Recent Activity
Increased 1.43%
2.31%
$3.296M
22,788 shares@ $144.62 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 90.98%
2%
$2.85M
118,436 shares@ $24.06 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100.01%
1.94%
$2.769M
149,677 shares@ $18.5 avg price