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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
DRIDarden Restaurants Inc
Recent Activity
Decreased -54.7%
0.33%
$466,725
2,500 shares@ $186.69 avg price
COPConocophillips
Recent Activity
Increased 1.31%
0.33%
$460,347
4,642 shares@ $99.17 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.88%
0.31%
$436,447
1,122 shares@ $389.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.29%
$413,186
705 shares@ $586.08 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 300%
0.28%
$391,295
14,040 shares@ $27.88 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 200%
0.23%
$315,812
12,114 shares@ $26.08 avg price
KLACKla Corp
Recent Activity
0.22%
$303,088
481 shares@ $630.13 avg price
EFAIshares Tr
Recent Activity
Decreased -1.04%
0.21%
$292,535
3,869 shares@ $75.61 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -7.36%
0.21%
$289,702
3,382 shares@ $85.66 avg price
MRKMerck & Co Inc
Recent Activity
New Position
0.19%
$269,093
2,705 shares@ $99.48 avg price