America First Investment Advisors
Latest statistics and disclosures from America First Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHY, FNV, GOOGL, RGLD, WRB, and represent 30.95% of America First Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SHY, BRK.B, SLB, PFE, ZONE, ADP, ABT, V, TSLA, META.
- Started 1 new stock position in ZONE.
- Reduced shares in these 10 stocks: FNV, BN, GOOGL, BRK.A, WRB, AMZN, RGLD, BAM, JNJ, CME.
- America First Investment Advisors was a net seller of stock by $-3.4M.
- America First Investment Advisors has $538M in assets under management (AUM), dropping by 7.36%.
- Central Index Key (CIK): 0001308778
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Portfolio Holdings for America First Investment Advisors
America First Investment Advisors holds 44 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 7.2 | $39M | +3% | 470k | 82.96 |
|
| Franco-Nevada Corporation (FNV) | 6.5 | $35M | -4% | 158k | 222.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $33M | -2% | 134k | 243.10 |
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| Royal Gold (RGLD) | 5.7 | $31M | 153k | 200.58 |
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| W.R. Berkley Corporation (WRB) | 5.4 | $29M | 380k | 76.62 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 5.3 | $29M | -3% | 417k | 68.58 |
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| Johnson & Johnson (JNJ) | 5.2 | $28M | 150k | 185.42 |
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| Thermo Fisher Scientific (TMO) | 5.0 | $27M | 56k | 485.02 |
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| Amazon (AMZN) | 5.0 | $27M | 122k | 219.57 |
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| Abbott Laboratories (ABT) | 4.9 | $26M | 196k | 133.94 |
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| Enbridge (ENB) | 4.8 | $26M | 517k | 50.46 |
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| Cme (CME) | 4.8 | $26M | 95k | 270.19 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 4.7 | $25M | 442k | 56.94 |
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| Mastercard Incorporated Cl A (MA) | 4.6 | $25M | 44k | 568.81 |
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| Visa Com Cl A (V) | 4.5 | $24M | 72k | 341.38 |
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| Automatic Data Processing (ADP) | 4.5 | $24M | 83k | 293.50 |
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| Pfizer (PFE) | 3.8 | $21M | 805k | 25.48 |
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| Schlumberger Com Stk (SLB) | 3.6 | $19M | 563k | 34.37 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.2 | $12M | -5% | 16.00 | 754200.00 |
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| Clorox Company (CLX) | 1.7 | $9.3M | 75k | 123.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $5.1M | +14% | 10k | 502.74 |
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| Apple (AAPL) | 0.6 | $3.3M | 13k | 254.62 |
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| Us Bancorp Del Com New (USB) | 0.5 | $2.7M | 55k | 48.33 |
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| Greystone Housing Impact Inv Ben Unit Ctf (GHI) | 0.2 | $1.2M | 120k | 10.30 |
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| Microsoft Corporation (MSFT) | 0.2 | $1.2M | 2.4k | 517.94 |
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| Coca-Cola Company (KO) | 0.2 | $1.1M | 17k | 66.32 |
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| Mfa Finl (MFA) | 0.2 | $949k | 103k | 9.19 |
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| Phillips 66 (PSX) | 0.2 | $895k | 6.6k | 136.02 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $798k | 2.5k | 315.43 |
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| Procter & Gamble Company (PG) | 0.1 | $690k | 4.5k | 153.65 |
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| General Dynamics Corporation (GD) | 0.1 | $654k | 1.9k | 341.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $631k | 948.00 | 666.05 |
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| Hershey Company (HSY) | 0.1 | $602k | 3.2k | 187.05 |
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| Micron Technology (MU) | 0.1 | $558k | 3.3k | 167.32 |
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| Chevron Corporation (CVX) | 0.1 | $528k | 3.4k | 155.29 |
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| Oracle Corporation (ORCL) | 0.1 | $459k | 1.6k | 281.24 |
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| Tesla Motors (TSLA) | 0.1 | $413k | +4% | 929.00 | 444.72 |
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| Pepsi (PEP) | 0.1 | $396k | 2.8k | 140.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $389k | 648.00 | 600.37 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $378k | 2.0k | 189.70 |
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| Meta Platforms Cl A (META) | 0.1 | $331k | +4% | 450.00 | 734.38 |
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| Eli Lilly & Co. (LLY) | 0.0 | $230k | 301.00 | 763.00 |
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| Cleancore Solutions Class B Com Shs (ZONE) | 0.0 | $116k | NEW | 58k | 2.02 |
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| New Gold Inc Cda (NGD) | 0.0 | $72k | -55% | 10k | 7.18 |
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Past Filings by America First Investment Advisors
SEC 13F filings are viewable for America First Investment Advisors going back to 2011
- America First Investment Advisors 2025 Q3 filed Nov. 10, 2025
- America First Investment Advisors 2025 Q2 filed Aug. 11, 2025
- America First Investment Advisors 2025 Q1 filed May 14, 2025
- America First Investment Advisors 2024 Q4 filed Feb. 12, 2025
- America First Investment Advisors 2024 Q3 filed Nov. 8, 2024
- America First Investment Advisors 2024 Q2 filed Aug. 7, 2024
- America First Investment Advisors 2024 Q1 filed April 22, 2024
- America First Investment Advisors 2023 Q3 filed Nov. 3, 2023
- America First Investment Advisors 2023 Q2 filed Aug. 2, 2023
- America First Investment Advisors 2023 Q1 filed May 3, 2023
- America First Investment Advisors 2022 Q4 filed Jan. 31, 2023
- America First Investment Advisors 2022 Q3 filed Nov. 3, 2022
- America First Investment Advisors 2022 Q2 filed July 12, 2022
- America First Investment Advisors 2022 Q1 filed April 26, 2022
- America First Investment Advisors 2021 Q4 filed Jan. 20, 2022
- America First Investment Advisors 2021 Q3 filed Nov. 2, 2021