# EDGAR Filing Document

**Accession Number:** 0001908425
**File Stem:** 0001172661-23-000194
**Filing Date:** 2023-1
**Character Count:** 9926
**Document Hash:** 7679c3aafa343868c7fad4971bf2062f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000194.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001172661-23-000194

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AHL INVESTMENT MANAGEMENT, INC.
- **CENTRAL INDEX KEY:** 0001908425
- **IRS NUMBER:** 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:** 23531785

**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:** 12-31-2022

**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  01-17-2023<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:** 62

**Form 13F Information Table Value Total:** $107644407

      (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 |  | 1782990 | 16240 | SH |  | SOLE |  | 0 | 0 | 16240 |
| ABBVIE INC | COM | 00287Y109 |  | 3900991 | 24138 | SH |  | SOLE |  | 0 | 0 | 24138 |
| AMAZON COM INC | COM | 023135106 |  | 1265376 | 15064 | SH |  | SOLE |  | 0 | 0 | 15064 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1959461 | 13262 | SH |  | SOLE |  | 0 | 0 | 13262 |
| APPLE INC | COM | 037833100 |  | 4356058 | 33526 | SH |  | SOLE |  | 0 | 0 | 33526 |
| AT INC | COM | 00206R102 |  | 1854752 | 100747 | SH |  | SOLE |  | 0 | 0 | 100747 |
| BANK AMERICA CORP | COM | 060505104 |  | 202728 | 6121 | SH |  | SOLE |  | 0 | 0 | 6121 |
| BLACKROCK MUNIYIELD MICH QU | COM | 09254V105 |  | 166350 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 864600 | 20960 | SH |  | SOLE |  | 0 | 0 | 20960 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2568295 | 14309 | SH |  | SOLE |  | 0 | 0 | 14309 |
| CISCO SYS INC | COM | 17275R102 |  | 2035514 | 42727 | SH |  | SOLE |  | 0 | 0 | 42727 |
| COCA COLA CO | COM | 191216100 |  | 6583901 | 103504 | SH |  | SOLE |  | 0 | 0 | 103504 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 271636 | 2302 | SH |  | SOLE |  | 0 | 0 | 2302 |
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 |  | 378960 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| CVS HEALTH CORP | COM | 126650100 |  | 2967729 | 31846 | SH |  | SOLE |  | 0 | 0 | 31846 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 916851 | 6628 | SH |  | SOLE |  | 0 | 0 | 6628 |
| EMERSON ELEC CO | COM | 291011104 |  | 2653658 | 27625 | SH |  | SOLE |  | 0 | 0 | 27625 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 5657031 | 51288 | SH |  | SOLE |  | 0 | 0 | 51288 |
| GENUINE PARTS CO | COM | 372460105 |  | 258530 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |
| GLOBAL X FDS | US PFD ETF | 37954Y657 |  | 5895124 | 304343 | SH |  | SOLE |  | 0 | 0 | 304343 |
| HOME DEPOT INC | COM | 437076102 |  | 387876 | 1228 | SH |  | SOLE |  | 0 | 0 | 1228 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 243189 | 1102 | SH |  | SOLE |  | 0 | 0 | 1102 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 332467 | 5065 | SH |  | SOLE |  | 0 | 0 | 5065 |
| ISHARES TR | US TELECOM ETF | 464287713 |  | 256016 | 11414 | SH |  | SOLE |  | 0 | 0 | 11414 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 2461359 | 13934 | SH |  | SOLE |  | 0 | 0 | 13934 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 4480831 | 33414 | SH |  | SOLE |  | 0 | 0 | 33414 |
| KEYCORP | COM | 493267108 |  | 801215 | 45994 | SH |  | SOLE |  | 0 | 0 | 45994 |
| KLA CORP | COM NEW | 482480100 |  | 228857 | 607 | SH |  | SOLE |  | 0 | 0 | 607 |
| MICROSOFT CORP | COM | 594918104 |  | 4793773 | 19989 | SH |  | SOLE |  | 0 | 0 | 19989 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 519156 | 6210 | SH |  | SOLE |  | 0 | 0 | 6210 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 4366517 | 8003 | SH |  | SOLE |  | 0 | 0 | 8003 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 |  | 726849 | 8012 | SH |  | SOLE |  | 0 | 0 | 8012 |
| NUVEEN AMT-FREE MUN VALUE FD | COM | 670695105 |  | 1128528 | 82919 | SH |  | SOLE |  | 0 | 0 | 82919 |
| NUVEEN OHIO QLTY MUN INCOME | COM | 670980101 |  | 558068 | 43977 | SH |  | SOLE |  | 0 | 0 | 43977 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 498756 | 6369 | SH |  | SOLE |  | 0 | 0 | 6369 |
| PARAMOUNT GLOBAL | CLASS B COM | 92556H206 |  | 911469 | 53997 | SH |  | SOLE |  | 0 | 0 | 53997 |
| PEPSICO INC | COM | 713448108 |  | 1895846 | 10494 | SH |  | SOLE |  | 0 | 0 | 10494 |
| PFIZER INC | COM | 717081103 |  | 2680617 | 52315 | SH |  | SOLE |  | 0 | 0 | 52315 |
| PGIM HIGH YIELD BOND FUND IN | COM | 69346H100 |  | 1398701 | 117835 | SH |  | SOLE |  | 0 | 0 | 117835 |
| PGIM SHORT DUR HIG YLD OPP F | COM | 69355J104 |  | 2872042 | 195510 | SH |  | SOLE |  | 0 | 0 | 195510 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 228631 | 1509 | SH |  | SOLE |  | 0 | 0 | 1509 |
| QUALCOMM INC | COM | 747525103 |  | 1716053 | 15609 | SH |  | SOLE |  | 0 | 0 | 15609 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 1419944 | 14070 | SH |  | SOLE |  | 0 | 0 | 14070 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 3627793 | 75203 | SH |  | SOLE |  | 0 | 0 | 75203 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1552775 | 20556 | SH |  | SOLE |  | 0 | 0 | 20556 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 266589 | 4038 | SH |  | SOLE |  | 0 | 0 | 4038 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 310632 | 6880 | SH |  | SOLE |  | 0 | 0 | 6880 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 3682958 | 82191 | SH |  | SOLE |  | 0 | 0 | 82191 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1940041 | 60231 | SH |  | SOLE |  | 0 | 0 | 60231 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 222796 | 4010 | SH |  | SOLE |  | 0 | 0 | 4010 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 829831 | 16023 | SH |  | SOLE |  | 0 | 0 | 16023 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 245481 | 3482 | SH |  | SOLE |  | 0 | 0 | 3482 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 418369 | 12233 | SH |  | SOLE |  | 0 | 0 | 12233 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 319790 | 3656 | SH |  | SOLE |  | 0 | 0 | 3656 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 478802 | 1252 | SH |  | SOLE |  | 0 | 0 | 1252 |
| STRYKER CORPORATION | COM | 863667101 |  | 3431173 | 14034 | SH |  | SOLE |  | 0 | 0 | 14034 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 2510973 | 58354 | SH |  | SOLE |  | 0 | 0 | 58354 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1832089 | 24337 | SH |  | SOLE |  | 0 | 0 | 24337 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1558007 | 8149 | SH |  | SOLE |  | 0 | 0 | 8149 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1409357 | 35770 | SH |  | SOLE |  | 0 | 0 | 35770 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 360113 | 9639 | SH |  | SOLE |  | 0 | 0 | 9639 |
| WALMART INC | COM | 931142103 |  | 1199543 | 8460 | SH |  | SOLE |  | 0 | 0 | 8460 |

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