# EDGAR Filing Document

**Accession Number:** 0001908425
**File Stem:** 0001172661-25-004152
**Filing Date:** 2025-10
**Character Count:** 10694
**Document Hash:** 885bf6352288a7d8e34850e1f5540be2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-004152.hdr.sgml**: 20251002

**ACCESSION NUMBER**: 0001172661-25-004152

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251002

**DATE AS OF CHANGE**: 20251002

**EFFECTIVENESS DATE**: 20251002

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AHL INVESTMENT MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0001908425

**ORGANIZATION NAME:**
- **EIN:** 593596647
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21581
- **FILM NUMBER:** 251367949

**BUSINESS ADDRESS:**
- **STREET 1:** 427 S. NEW YORK AVE
- **STREET 2:** SUITE 202
- **CITY:** WINTER PARK
- **STATE:** FL
- **ZIP:** 32789
- **BUSINESS PHONE:** 407-740-8327

**MAIL ADDRESS:**
- **STREET 1:** 427 S. NEW YORK AVE
- **STREET 2:** SUITE 202
- **CITY:** WINTER PARK
- **STATE:** FL
- **ZIP:** 32789

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Ahl Investment Management, Inc.
- **DATE OF NAME CHANGE:** 20220201

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AHL INVESTMENT MANAGEMENT INC.<br>**Address:** 427 S. New York Ave<br>Suite 202<br>Winter Park, FL 32789

**Form 13F File Number:** 028-21581

**CRD Number (if applicable):** 000120593

**SEC File Number (if applicable):** 801-121430

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** RICHARD AHL JR.<br>**Title:** PRESIDENT<br>**Phone:** 407-740-8327

**Signature, Place, and Date of Signing:**

/s/ RICHARD AHL JR.  Winter Park, FL  10-02-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 68

**Form 13F Information Table Value Total:** $146281301

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1696216 | 12664 | SH |  | SOLE |  | 0 | 0 | 12664 |
| ABBVIE INC | COM | 00287Y109 |  | 4417445 | 19079 | SH |  | SOLE |  | 0 | 0 | 19079 |
| ALPHABET INC CLASS CLASS A | COM | 02079K305 |  | 1204074 | 4953 | SH |  | SOLE |  | 0 | 0 | 4953 |
| AMAZON.COM INC | COM | 023135106 |  | 2722668 | 12400 | SH |  | SOLE |  | 0 | 0 | 12400 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3572381 | 10755 | SH |  | SOLE |  | 0 | 0 | 10755 |
| APPLE INC | COM | 037833100 |  | 7343633 | 28840 | SH |  | SOLE |  | 0 | 0 | 28840 |
| ARES MGMT CORP CLASS A | CL A COM STK | 03990B101 |  | 202900 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| AT INC | COM | 00206R102 |  | 654886 | 23190 | SH |  | SOLE |  | 0 | 0 | 23190 |
| BLACKROCK INC NEW | COM | 09290D101 |  | 243667 | 209 | SH |  | SOLE |  | 0 | 0 | 209 |
| BROADCOM INC | COM | 11135F101 |  | 762092 | 2310 | SH |  | SOLE |  | 0 | 0 | 2310 |
| CARRIER GLOBAL CORP | COM | 14448C104 |  | 1258058 | 21073 | SH |  | SOLE |  | 0 | 0 | 21073 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2256704 | 14532 | SH |  | SOLE |  | 0 | 0 | 14532 |
| CISCO SYS INC | COM | 17275R102 |  | 1831740 | 26772 | SH |  | SOLE |  | 0 | 0 | 26772 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 385170 | 4072 | SH |  | SOLE |  | 0 | 0 | 4072 |
| CVS HEALTH CORP | COM | 126650100 |  | 2916387 | 38684 | SH |  | SOLE |  | 0 | 0 | 38684 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 285540 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| EATON CORP PLC F | COM | G29183103 |  | 218562 | 584 | SH |  | SOLE |  | 0 | 0 | 584 |
| EMERSON ELEC CO | COM | 291011104 |  | 3578328 | 27278 | SH |  | SOLE |  | 0 | 0 | 27278 |
| ENERGY SELECT SECTOR SPDR ETF | ENERGY | 81369Y506 |  | 302148 | 3382 | SH |  | SOLE |  | 0 | 0 | 3382 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 4921642 | 43651 | SH |  | SOLE |  | 0 | 0 | 43651 |
| GENUINE PARTS CO | COM | 372460105 |  | 206514 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |
| GLOBAL X US PREFERRED ETF | US PFD ETF | 37954Y657 |  | 7715575 | 397096 | SH |  | SOLE |  | 0 | 0 | 397096 |
| HOME DEPOT INC | COM | 437076102 |  | 413699 | 1021 | SH |  | SOLE |  | 0 | 0 | 1021 |
| ISHARES MSCI EAFE ETF | MSCI EAFE ETF | 464287465 |  | 361249 | 3869 | SH |  | SOLE |  | 0 | 0 | 3869 |
| ISHARES NATIONAL MUNI BOND ETF | NATIONAL MUN ETF | 464288414 |  | 3190547 | 29961 | SH |  | SOLE |  | 0 | 0 | 29961 |
| ISHARES RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 |  | 217764 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| ISHARES RUSSELL 3000 ETF | RUSSELL 3000 ETF | 464287689 |  | 239869 | 633 | SH |  | SOLE |  | 0 | 0 | 633 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3804812 | 20520 | SH |  | SOLE |  | 0 | 0 | 20520 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 7726850 | 24496 | SH |  | SOLE |  | 0 | 0 | 24496 |
| KEYCORP NEW | COM | 493267108 |  | 910110 | 48695 | SH |  | SOLE |  | 0 | 0 | 48695 |
| KLA CORP | COM NEW | 482480100 |  | 323580 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| MCDONALDS CORP | COM | 580135101 |  | 1981063 | 6519 | SH |  | SOLE |  | 0 | 0 | 6519 |
| MERCK  CO. INC. | COM | 58933Y105 |  | 222834 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| META PLATFORMS INC CLASS A | COM | 30303M102 |  | 249689 | 340 | SH |  | SOLE |  | 0 | 0 | 340 |
| MICROSOFT CORP | COM | 594918104 |  | 8963897 | 17306 | SH |  | SOLE |  | 0 | 0 | 17306 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2645170 | 35040 | SH |  | SOLE |  | 0 | 0 | 35040 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 4739291 | 7778 | SH |  | SOLE |  | 0 | 0 | 7778 |
| NUVEEN AMT FREE MUNICIPA | COM | 670695105 |  | 1150693 | 81149 | SH |  | SOLE |  | 0 | 0 | 81149 |
| NVIDIA CORP | COM | 67066G104 |  | 289191 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 1150098 | 12579 | SH |  | SOLE |  | 0 | 0 | 12579 |
| PEPSICO INC | COM | 713448108 |  | 1276880 | 9092 | SH |  | SOLE |  | 0 | 0 | 9092 |
| PFIZER INC | COM | 717081103 |  | 2550865 | 100112 | SH |  | SOLE |  | 0 | 0 | 100112 |
| PGIM SHORT DURATION HIGH | COM | 69355J104 |  | 2016733 | 120618 | SH |  | SOLE |  | 0 | 0 | 120618 |
| QUALCOMM INC | COM | 747525103 |  | 2582905 | 15526 | SH |  | SOLE |  | 0 | 0 | 15526 |
| RTX CORP | COM | 75513E101 |  | 1864893 | 11145 | SH |  | SOLE |  | 0 | 0 | 11145 |
| SCHWAB EMERGING MARKETS EQUITY ETF | EMRG MKTEQ ETF | 808524706 |  | 214869 | 6439 | SH |  | SOLE |  | 0 | 0 | 6439 |
| SCHWAB HIGH YIELD BOND ETF | HIGH YIELD BOND ET | 808524631 |  | 554888 | 20759 | SH |  | SOLE |  | 0 | 0 | 20759 |
| SCHWAB INTERNATIONAL EQUITY ETF | INTL EQTY ETF | 808524805 |  | 3327176 | 142920 | SH |  | SOLE |  | 0 | 0 | 142920 |
| SCHWAB SHORT TERM US TREASURY ETF | SHT TM US TRES | 808524862 |  | 2385856 | 97781 | SH |  | SOLE |  | 0 | 0 | 97781 |
| SCHWAB US AGGREGATE BONDETF | US AGGREGATE B | 808524839 |  | 836236 | 35630 | SH |  | SOLE |  | 0 | 0 | 35630 |
| SCHWAB US BROAD MARKET ETF | US BRD MKT ETF | 808524102 |  | 7419339 | 288578 | SH |  | SOLE |  | 0 | 0 | 288578 |
| SCHWAB US DIVIDEND EQUITY ETF | US DIVIDEND EQ | 808524797 |  | 3562569 | 130497 | SH |  | SOLE |  | 0 | 0 | 130497 |
| SCHWAB US LARGE CAP ETF | US LRG CAP ETF | 808524201 |  | 459370 | 17440 | SH |  | SOLE |  | 0 | 0 | 17440 |
| SCHWAB US LARGE CAP GROWTH ETF | US LCAP GR ETF | 808524300 |  | 448016 | 14040 | SH |  | SOLE |  | 0 | 0 | 14040 |
| SCHWAB US LARGE CAP VALUE ETF | US LCAP VA ETF | 808524409 |  | 352639 | 12114 | SH |  | SOLE |  | 0 | 0 | 12114 |
| SCHWAB US SMALL CAP ETF | US SML CAP ETF | 808524607 |  | 506776 | 18164 | SH |  | SOLE |  | 0 | 0 | 18164 |
| SELECT SECTOR UTI SELECTSPDR ETF | SBI INT-UTILS | 81369Y886 |  | 653813 | 7497 | SH |  | SOLE |  | 0 | 0 | 7497 |
| SELECT STR FINANCIAL SELECT SPDR ETF | FINANCIAL | 81369Y605 |  | 541016 | 10043 | SH |  | SOLE |  | 0 | 0 | 10043 |
| SPDR S 500 ETF | TR UNIT | 78462F103 |  | 483647 | 726 | SH |  | SOLE |  | 0 | 0 | 726 |
| STRYKER CORP | COM | 863667101 |  | 4029403 | 10900 | SH |  | SOLE |  | 0 | 0 | 10900 |
| THE COCA-COLA CO | COM | 191216100 |  | 8157574 | 123003 | SH |  | SOLE |  | 0 | 0 | 123003 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1826697 | 39954 | SH |  | SOLE |  | 0 | 0 | 39954 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2468895 | 7150 | SH |  | SOLE |  | 0 | 0 | 7150 |
| US BANCORP DEL | COM | 902973304 |  | 823833 | 17046 | SH |  | SOLE |  | 0 | 0 | 17046 |
| VANGUARD SHORT-TERM BONDETF | SHORT TRM BOND | 921937827 |  | 3370167 | 42709 | SH |  | SOLE |  | 0 | 0 | 42709 |
| VANGUARD TOTAL STOCK MARKET ETF | TOTAL STK MKT | 922908769 |  | 2024809 | 6170 | SH |  | SOLE |  | 0 | 0 | 6170 |
| VERIZON COMMUNICATIONS I | COM | 92343V104 |  | 2369943 | 53924 | SH |  | SOLE |  | 0 | 0 | 53924 |
| WALMART INC | COM | 931142103 |  | 1894758 | 18385 | SH |  | SOLE |  | 0 | 0 | 18385 |

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