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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
QCOMQualcomm Inc
Recent Activity
Increased 0.64%
1.72%
$2.447M
15,928 shares@ $153.62 avg price
PFEPfizer Inc
Recent Activity
Increased 0.65%
1.59%
$2.267M
85,437 shares@ $26.53 avg price
CVXChevron Corp New
Recent Activity
Increased 0.73%
1.59%
$2.262M
15,614 shares@ $144.85 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.44%
1.37%
$1.952M
6,734 shares@ $289.89 avg price
CVSCvs Health Corp
Recent Activity
Increased 1.68%
1.37%
$1.944M
43,316 shares@ $44.89 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.45%
1.25%
$1.778M
44,455 shares@ $40.0 avg price
EOTEaton Vance Natl Mun Opport
Recent Activity
Increased 1.42%
1.14%
$1.617M
98,213 shares@ $16.47 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 86.5%
0.5%
$709,188
27,456 shares@ $25.83 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 214.33%
0.42%
$595,716
26,243 shares@ $22.7 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.34%
$478,435
20,640 shares@ $23.18 avg price