A
AHL INVESTMENT MANAGEMENT, INC.
RIA/Wealth
AHL INVESTMENT MANAGEMENT, INC. is a RIA/Wealth based in Winter Park, FL led by Robert William Coleman, reporting $200.0M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
PresidentRobert William Coleman
- Portfolio Value
- $146.3M
- Positions
- 68
- Top Holding
- MSFT at 6.13%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AHL INVESTMENT MANAGEMENT, INC.'s portfolio (44.7% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $9.0M | 6.13% | -$924.6K Sold | 0.00% 17.3K shares | |
Beverages - Non-Alcoholic Consumer Defensive | $8.2M | 5.58% | +$564.1K Bought | 0.00% 123.0K shares | |
Banks - Diversified Financial Services | $7.7M | 5.28% | -$1.5M Sold | 0.00% 24.5K shares | |
ETF ETF | $7.7M | 5.27% | -$401.0K Sold | — 397.1K shares | |
ETF ETF | $7.4M | 5.07% | -$95.6K Sold | — 288.6K shares | |
Consumer Electronics Technology | $7.3M | 5.02% | -$346.8K Sold | 0.00% 28.8K shares | |
Oil & Gas Integrated Energy | $4.9M | 3.36% | -$1.0M Sold | 0.00% 43.7K shares | |
Aerospace & Defense Industrials | $4.7M | 3.24% | -$546.6K Sold | 0.01% 7.8K shares | |
Drug Manufacturers - General Healthcare | $4.4M | 3.02% | -$538.1K Sold | 0.00% 19.1K shares | |
Medical - Devices Healthcare | $4.0M | 2.75% | -$672.8K Sold | 0.00% 10.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AHL INVESTMENT MANAGEMENT, INC.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+115.69% | |
+29.74% | |
+19.67% | |
+14.09% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for AHL INVESTMENT MANAGEMENT, INC.
GthenA