Home › America First Investment Advisors, LLC

America First Investment Advisors, LLC 13F holdings

Filed 2026-08-05 · America First Investment Advisors, LLC · 45 positions · $538.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SHYISHARES TR535.6K$44.0M8.2%
GOOGLALPHABET INC101.2K$36.2M6.7%
JNJJOHNSON & JOHNSON139.0K$35.3M6.5%
AMZNAMAZON COM INC122.6K$29.2M5.4%
ENBENBRIDGE INC520.7K$28.2M5.2%
WRBBERKLEY W R CORP383.6K$27.1M5.0%
TMOTHERMO FISHER SCIENTIFIC INC53.1K$26.6M4.9%
SLBSLB LIMITED566.0K$26.3M4.9%
BNBROOKFIELD CORP616.2K$26.2M4.9%
ADPAUTOMATIC DATA PROCESSING IN115.7K$25.9M4.8%
VVISA INC73.7K$25.3M4.7%
FNVFRANCO NEV CORP113.6K$23.7M4.4%
VRSKVERISK ANALYTICS INC130.9K$23.5M4.4%
MAMASTERCARD INCORPORATED45.2K$23.2M4.3%
ABTABBOTT LABORATORIES238.9K$21.7M4.0%
RGLDROYAL GOLD INC107.6K$21.5M4.0%
CMECME GROUP INC96.0K$21.2M3.9%
FISVFISERV INC409.5K$20.1M3.7%
BAMBROOKFIELD ASSET MANAGMT LTD285.4K$12.8M2.4%
BRK-BBERKSHIRE HATHAWAY INC DEL10$7.5M1.4%
CLXCLOROX CO DEL75.1K$7.2M1.3%
BRK-BBERKSHIRE HATHAWAY INC DEL8.0K$4.0M0.7%
MUMICRON TECHNOLOGY INC3.3K$3.8M0.7%
USBUS BANCORP54.8K$3.3M0.6%
AAPLAPPLE INC8.2K$2.4M0.4%
KOCOCA COLA CO16.8K$1.4M0.3%
PSXPHILLIPS 666.6K$1.1M0.2%
—CLEANCORE SOLUTIONS INC1.3M$1.0M0.2%
MSFTMICROSOFT CORP2.3K$867,3500.2%
JPMJPMORGAN CHASE & CO2.5K$827,8180.2%
GDGENERAL DYNAMICS CORP1.9K$679,4320.1%
SPYSTATE STR SPDR S&P 500 ETF T908$678,2130.1%
PGPROCTER & GAMBLE CO4.5K$658,7070.1%
CASYCASEYS GEN STORES INC800$635,8320.1%
CVXCHEVRON CORPORATION3.7K$610,3280.1%
CSCOCISCO SYS INC5.0K$587,3000.1%
HSYHERSHEY CO3.2K$564,4230.1%
RSPINVESCO EXCHANGE TRADED FD T2.4K$513,8400.1%
WMTWALMART INC4.3K$492,6810.1%
METAMETA PLATFORMS INC749$421,9040.1%
TSLATESLA INC975$410,0850.1%
MFAMFA FINL INC39.7K$384,9350.1%
PEPPEPSICO INC2.8K$381,6930.1%
SBUXSTARBUCKS CORP2.3K$232,9930.0%
NVDANVIDIA CORPORATION1.1K$213,0960.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}