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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
METAMeta Platforms Inc
Recent Activity
0.19%
$265,822
454 shares@ $585.52 avg price
IWVIshares Tr
Recent Activity
0.18%
$256,704
768 shares@ $334.25 avg price
PGProcter And Gamble Co
Recent Activity
0.18%
$252,916
1,509 shares@ $167.61 avg price
BACBank America Corp
Recent Activity
Decreased -2.58%
0.18%
$248,318
5,650 shares@ $43.96 avg price
DISDisney Walt Co
Recent Activity
Decreased -0.46%
0.17%
$239,291
2,149 shares@ $111.35 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.17%
$237,728
400 shares@ $594.32 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.17%
$233,725
228 shares@ $1025.11 avg price
ARESAres Management Corporation
Recent Activity
New Position
0.16%
$224,651
1,269 shares@ $177.03 avg price