Ahl Investment Management, Inc.
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.4ptsvs SPY
Invested
$287.4M
Holdings
73
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: New position (169 shares)
20.8%
02
$BSVO
EA SERIES TRUST
Held since at least Q1 2024
8.4%
03
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
6.7%
04
$DFUV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.8%
05
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.6%
06
$DFUS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.4%
07
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: New position (11.1k shares)
4.8%
08
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: New position (1.8k shares)
4.6%
09
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.7%
10
$DFAI
DIMENSIONAL ETF TRUST
Q4 2025: New position (77.4k shares)
3.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:17 UTC.