test

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
CSCOCisco Sys Inc
Recent Activity
Decreased -5.54%
1.43%
$2.038M
34,422 shares@ $59.2 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.19%
1.42%
$2.017M
22,325 shares@ $90.36 avg price
TAt&t Inc
Recent Activity
Decreased -1.2%
1.38%
$1.967M
86,370 shares@ $22.78 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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.44%
1.35%
$1.918M
3,792 shares@ $505.86 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -2.04%
1.34%
$1.904M
43,894 shares@ $43.39 avg price