# EDGAR Filing Document

**Accession Number:** 0001908425
**File Stem:** 0001172661-25-002547
**Filing Date:** 2025-7
**Character Count:** 10681
**Document Hash:** d7cf54b7d0eb1a53dafe50ee3bf71c1e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-002547.hdr.sgml**: 20250710

**ACCESSION NUMBER**: 0001172661-25-002547

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250710

**DATE AS OF CHANGE**: 20250710

**EFFECTIVENESS DATE**: 20250710

**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:** 251116157

**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:** 06-30-2025

**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  07-10-2025<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:** 70

**Form 13F Information Table Value Total:** $149835241

      (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 |  | 1955144 | 14375 | SH |  | SOLE |  | 0 | 0 | 14375 |
| ABBVIE INC | COM | 00287Y109 |  | 3972753 | 21403 | SH |  | SOLE |  | 0 | 0 | 21403 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 927498 | 5263 | SH |  | SOLE |  | 0 | 0 | 5263 |
| AMAZON COM INC | COM | 023135106 |  | 2718242 | 12390 | SH |  | SOLE |  | 0 | 0 | 12390 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 3545463 | 11115 | SH |  | SOLE |  | 0 | 0 | 11115 |
| APPLE INC | COM | 037833100 |  | 6196590 | 30202 | SH |  | SOLE |  | 0 | 0 | 30202 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 219791 | 1269 | SH |  | SOLE |  | 0 | 0 | 1269 |
| AT INC | COM | 00206R102 |  | 1316191 | 45480 | SH |  | SOLE |  | 0 | 0 | 45480 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 206985 | 250 | SH |  | SOLE |  | 0 | 0 | 250 |
| BANK AMERICA CORP | COM | 060505104 |  | 281712 | 5953 | SH |  | SOLE |  | 0 | 0 | 5953 |
| BLACKROCK INC | COM | 09290D101 |  | 239229 | 228 | SH |  | SOLE |  | 0 | 0 | 228 |
| BROADCOM INC | COM | 11135F101 |  | 636752 | 2310 | SH |  | SOLE |  | 0 | 0 | 2310 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 1351892 | 18471 | SH |  | SOLE |  | 0 | 0 | 18471 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2253404 | 15737 | SH |  | SOLE |  | 0 | 0 | 15737 |
| CISCO SYS INC | COM | 17275R102 |  | 1888662 | 27222 | SH |  | SOLE |  | 0 | 0 | 27222 |
| COCA COLA CO | COM | 191216100 |  | 8100677 | 114497 | SH |  | SOLE |  | 0 | 0 | 114497 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 416573 | 4642 | SH |  | SOLE |  | 0 | 0 | 4642 |
| CVS HEALTH CORP | COM | 126650100 |  | 2742783 | 39762 | SH |  | SOLE |  | 0 | 0 | 39762 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 326955 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| DISNEY WALT CO | COM | 254687106 |  | 263948 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| EATON CORP PLC | SHS | G29183103 |  | 208482 | 584 | SH |  | SOLE |  | 0 | 0 | 584 |
| EATON VANCE NATL MUN OPPORT | COM SHS | 27829L105 |  | 324800 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| EMERSON ELEC CO | COM | 291011104 |  | 3627643 | 27208 | SH |  | SOLE |  | 0 | 0 | 27208 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 5675440 | 52648 | SH |  | SOLE |  | 0 | 0 | 52648 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 7865912 | 417733 | SH |  | SOLE |  | 0 | 0 | 417733 |
| HOME DEPOT INC | COM | 437076102 |  | 408437 | 1114 | SH |  | SOLE |  | 0 | 0 | 1114 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 345850 | 3869 | SH |  | SOLE |  | 0 | 0 | 3869 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2615761 | 25036 | SH |  | SOLE |  | 0 | 0 | 25036 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 269568 | 768 | SH |  | SOLE |  | 0 | 0 | 768 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3446493 | 22563 | SH |  | SOLE |  | 0 | 0 | 22563 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 8468049 | 29209 | SH |  | SOLE |  | 0 | 0 | 29209 |
| KEYCORP | COM | 493267108 |  | 887114 | 50925 | SH |  | SOLE |  | 0 | 0 | 50925 |
| KLA CORP | COM NEW | 482480100 |  | 268722 | 300 | SH |  | SOLE |  | 0 | 0 | 300 |
| MCDONALDS CORP | COM | 580135101 |  | 1953743 | 6687 | SH |  | SOLE |  | 0 | 0 | 6687 |
| MERCK  CO INC | COM | 58933Y105 |  | 210170 | 2655 | SH |  | SOLE |  | 0 | 0 | 2655 |
| META PLATFORMS INC | CL A | 30303M102 |  | 261284 | 354 | SH |  | SOLE |  | 0 | 0 | 354 |
| MICROSOFT CORP | COM | 594918104 |  | 9496298 | 19091 | SH |  | SOLE |  | 0 | 0 | 19091 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 2394990 | 34500 | SH |  | SOLE |  | 0 | 0 | 34500 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 4337327 | 8675 | SH |  | SOLE |  | 0 | 0 | 8675 |
| NUVEEN AMT-FREE MUN VALUE FD | COM | 670695105 |  | 1259846 | 92094 | SH |  | SOLE |  | 0 | 0 | 92094 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 2468239 | 207067 | SH |  | SOLE |  | 0 | 0 | 207067 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 244885 | 1550 | SH |  | SOLE |  | 0 | 0 | 1550 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 577485 | 5832 | SH |  | SOLE |  | 0 | 0 | 5832 |
| PEPSICO INC | COM | 713448108 |  | 1397511 | 10584 | SH |  | SOLE |  | 0 | 0 | 10584 |
| PFIZER INC | COM | 717081103 |  | 2295582 | 94702 | SH |  | SOLE |  | 0 | 0 | 94702 |
| PGIM SHORT DUR HIG YLD OPP F | COM | 69355J104 |  | 4838149 | 287301 | SH |  | SOLE |  | 0 | 0 | 287301 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 240353 | 1509 | SH |  | SOLE |  | 0 | 0 | 1509 |
| QUALCOMM INC | COM | 747525103 |  | 2527138 | 15868 | SH |  | SOLE |  | 0 | 0 | 15868 |
| RTX CORPORATION | COM | 75513E101 |  | 1858105 | 12725 | SH |  | SOLE |  | 0 | 0 | 12725 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 3262613 | 147630 | SH |  | SOLE |  | 0 | 0 | 147630 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 2532619 | 103881 | SH |  | SOLE |  | 0 | 0 | 103881 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 826019 | 35543 | SH |  | SOLE |  | 0 | 0 | 35543 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 6965410 | 292296 | SH |  | SOLE |  | 0 | 0 | 292296 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3518755 | 132783 | SH |  | SOLE |  | 0 | 0 | 132783 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 410108 | 14040 | SH |  | SOLE |  | 0 | 0 | 14040 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 335194 | 12114 | SH |  | SOLE |  | 0 | 0 | 12114 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 426234 | 17440 | SH |  | SOLE |  | 0 | 0 | 17440 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 459549 | 18164 | SH |  | SOLE |  | 0 | 0 | 18164 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 286827 | 3382 | SH |  | SOLE |  | 0 | 0 | 3382 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 525952 | 10043 | SH |  | SOLE |  | 0 | 0 | 10043 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 640786 | 7847 | SH |  | SOLE |  | 0 | 0 | 7847 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 420138 | 680 | SH |  | SOLE |  | 0 | 0 | 680 |
| STRYKER CORPORATION | COM | 863667101 |  | 5032414 | 12720 | SH |  | SOLE |  | 0 | 0 | 12720 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 1788771 | 41609 | SH |  | SOLE |  | 0 | 0 | 41609 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 2281125 | 7312 | SH |  | SOLE |  | 0 | 0 | 7312 |
| US BANCORP DEL | COM NEW | 902973304 |  | 789884 | 17456 | SH |  | SOLE |  | 0 | 0 | 17456 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 3534732 | 44914 | SH |  | SOLE |  | 0 | 0 | 44914 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1857620 | 6112 | SH |  | SOLE |  | 0 | 0 | 6112 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1798408 | 41562 | SH |  | SOLE |  | 0 | 0 | 41562 |
| WALMART INC | COM | 931142103 |  | 1807463 | 18485 | SH |  | SOLE |  | 0 | 0 | 18485 |

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