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Home > Institutional Investor > Ahl Investment Management, Inc. > Profile

Instuitional Investor - Ahl Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Ahl Investment Management, Inc.
Portfolio Value $142,847,858
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 30,400 $7,612,890 5.32%
2.
Jpmorgan Chase & Co
 JPM 31,726 $7,605,090 5.32%
3.
Microsoft Corp
 MSFT 17,979 $7,578,025 5.3%
4.
Global X Fds - US PFD ETF
 386,217 $7,535,094 5.27%
5.
Coca Cola Co
 KO 116,900 $7,278,197 5.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)