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| Happy Holidays!! thanks for using AUM13F!! |
| AHL Investment Management Inc
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| CRD # | 120593 |
| SEC # | 801-121430 |
| CIK # | 0001908425 |
| AUM | $200.0 M (2025-01-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 407-740-8327 |
| Address | 427 S New York Ave Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.5 | ||
| J P Morgan Chase & Co | 8.5 | ||
| Coca Cola Co | 8.1 | ||
| Apple Inc | 6.2 | ||
| Exxon Mobil Corp | 5.7 | ||
| Stryker Corp | 5.0 | ||
| Northrop Grumman Corp /DE/ | 4.3 | ||
| AbbVie Inc | 4.0 | ||
| Emerson Electric Co | 3.6 | ||
| American Express Co | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 37.4 |
| (b) Individuals (high net worth individuals) | 51 | 153.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 9.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 346 | 200.0 |
| By Discretionary | ||
| Discretionary | 346 | 200.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 346 | 200.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 198.4 | |
| Total | 346 | 200.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908425] |
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