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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
VTIVanguard Index Fds
Recent Activity
1.25%
$1.785M
6,159 shares@ $289.82 avg price
VZVerizon Communications Inc
Recent Activity
Increased 0.45%
1.25%
$1.778M
44,455 shares@ $40.0 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.51%
1.23%
$1.75M
15,470 shares@ $113.12 avg price
EOTEaton Vance Natl Mun Opport
Recent Activity
Increased 1.42%
1.14%
$1.617M
98,213 shares@ $16.47 avg price
PEPPepsico Inc
Recent Activity
1.12%
$1.596M
10,494 shares@ $152.07 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.07%
1.1%
$1.565M
13,520 shares@ $115.72 avg price
NUWNuveen Amt-free Mun Value Fd
Recent Activity
Decreased -3.42%
1%
$1.419M
104,504 shares@ $13.58 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -0.13%
0.9%
$1.281M
18,761 shares@ $68.27 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.5%
0.66%
$932,870
4,928 shares@ $189.3 avg price
FEFirstenergy Corp
Recent Activity
New Position
0.62%
$878,939
22,095 shares@ $39.78 avg price