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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
COPConocophillips
| 0.33% | $460,347 4,642 shares@ $99.17 avg price | Increased 1.31% |
SCHGSchwab Strategic Tr
| 0.28% | $391,295 14,040 shares@ $27.88 avg price | Increased 300% |
SCHVSchwab Strategic Tr
| 0.23% | $315,812 12,114 shares@ $26.08 avg price | Increased 200% |