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, PLTR, AMZN, BN, ADP, and represent 31.91% of America First Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: WRB (+$7.9M), SHY, PFE, FNV, BAM, V, CME, JNJ, ABT, ENB.
  • Reduced shares in these 10 stocks: PLTR (-$12M), BRK.A, BRK.B, AMZN, TSLA, RSP, , , OKE, AEM.
  • Sold out of its positions in T, AEM, AEP, CRDF, CAT, COP, DVN, DIS, XOM, FCX.
  • America First Investment Advisors was a net buyer of stock by $554k.
  • America First Investment Advisors has $446M in assets under management (AUM), dropping by 9.71%.
  • Central Index Key (CIK): 0001308778

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Portfolio Holdings for America First Investment Advisors

America First Investment Advisors holds 42 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares 1-3 Year Treasur Etf (SHY) 7.8 $35M +12% 415k 83.15
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Palantir Technologies (PLTR) 7.2 $32M -27% 861k 37.20
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Amazon (AMZN) 6.0 $27M 143k 186.33
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Brookfield Corp. Cl A Ltd Vt S (BN) 5.5 $25M 464k 53.15
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Automatic Data Processing (ADP) 5.5 $24M 88k 276.73
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W.R. Berkley Corporation (WRB) 5.4 $24M +49% 424k 56.73
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Alphabet Inc. - Cl A Cl A (GOOGL) 5.2 $23M 140k 165.85
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Royal Gold (RGLD) 5.2 $23M 164k 140.30
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Brookfield Asset Management (BAM) 5.0 $22M +2% 474k 47.29
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Mastercard Cl A (MA) 5.0 $22M 45k 493.80
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CME Group Com Cl A (CME) 4.8 $22M +2% 98k 220.65
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Abbott Laboratories (ABT) 4.8 $21M 187k 114.01
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Enbridge (ENB) 4.7 $21M 520k 40.61
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Visa Com Cl A (V) 4.6 $21M +2% 75k 274.95
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Johnson & Johnson (JNJ) 4.6 $21M 126k 162.06
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Franco-Nevada Corporation (FNV) 4.5 $20M +4% 162k 124.25
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Pfizer (PFE) 4.2 $19M +5% 650k 28.94
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Clorox Company (CLX) 2.7 $12M 75k 162.91
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Berkshire Hathaway A Cl A (BRK.A) 2.6 $12M -5% 17.00 691180.00
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Berkshire Hathaway B CL B (BRK.B) 1.0 $4.3M -13% 9.3k 460.26
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U.S. Bancorp (USB) 0.6 $2.6M 57k 45.73
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Apple (AAPL) 0.4 $1.9M 8.0k 233.00
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Greystone Housing Impact Ben Unit Ctf (GHI) 0.4 $1.6M 117k 14.03
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Coca-Cola Company (KO) 0.3 $1.2M 17k 71.86
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Microsoft Corporation (MSFT) 0.2 $1.1M 2.6k 430.38
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Phillips 66 (PSX) 0.2 $931k 7.1k 131.45
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Procter & Gamble Company (PG) 0.2 $778k 4.5k 173.20
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Hershey Company (HSY) 0.1 $617k 3.2k 191.78
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SPDR S&P 500 Tr Unit (SPY) 0.1 $610k -3% 1.1k 573.66
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General Dynamics Corporation (GD) 0.1 $580k 1.9k 302.20
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Chevron Corporation (CVX) 0.1 $536k -2% 3.6k 147.27
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JPMorgan Chase & Co. (JPM) 0.1 $533k 2.5k 210.86
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Pepsi (PEP) 0.1 $479k 2.8k 170.05
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Mfa Finl (MFA) 0.1 $413k 33k 12.72
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Micron Technology (MU) 0.1 $346k 3.3k 103.71
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Invesco QQQ Unit Ser 1 (QQQ) 0.1 $316k 648.00 488.07
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Invesco S&P 500 Equal We Etf (RSP) 0.1 $287k -38% 1.6k 179.16
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Oracle Corporation (ORCL) 0.1 $278k 1.6k 170.40
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Eli Lilly & Co. (LLY) 0.1 $267k 301.00 885.94
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Meta Platforms Cl A (META) 0.1 $246k -2% 430.00 572.44
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Tesla Motors (TSLA) 0.0 $216k -45% 824.00 261.63
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New Gold Inc Cda (NGD) 0.0 $65k 23k 2.88
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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

View all past filings