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, GOOGL, BN, and represent 33.31% of America First Investment Advisors's stock portfolio.
  • Added to shares of these 7 stocks: SHY, AAPL, FNV, JNJ, PFE, TSLA, RSP.
  • Reduced shares in these 10 stocks: PLTR (-$30M), AMZN, BN, BAM, ADP, WRB, GHI, MA, GOOGL, V.
  • America First Investment Advisors was a net seller of stock by $-35M.
  • America First Investment Advisors has $458M in assets under management (AUM), dropping by 2.69%.
  • 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 December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.2 $38M +10% 457k 81.98
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Palantir Technologies Cl A (PLTR) 7.7 $35M -46% 465k 75.63
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Amazon (AMZN) 6.2 $29M -8% 130k 219.39
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Alphabet Cap Stk Cl A (GOOGL) 5.7 $26M -2% 138k 189.30
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Brookfield Corp Cl A Ltd Vt Sh (BN) 5.5 $25M -5% 439k 57.45
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Automatic Data Processing (ADP) 5.4 $25M -3% 85k 292.73
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 5.3 $24M -5% 449k 54.19
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W.R. Berkley Corporation (WRB) 5.3 $24M -3% 411k 58.52
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Visa Com Cl A (V) 5.1 $23M 74k 316.04
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Mastercard Incorporated Cl A (MA) 5.1 $23M -2% 44k 526.57
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Cme (CME) 4.9 $23M 97k 232.23
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Enbridge (ENB) 4.8 $22M 513k 42.43
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Royal Gold (RGLD) 4.6 $21M 161k 131.85
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Abbott Laboratories (ABT) 4.6 $21M 187k 113.11
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Franco-Nevada Corporation (FNV) 4.2 $19M 165k 117.59
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Johnson & Johnson (JNJ) 4.0 $19M 128k 144.62
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Pfizer (PFE) 3.8 $17M 653k 26.53
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Clorox Company (CLX) 2.7 $12M 75k 162.41
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Berkshire Hathaway Inc Del Cl A (BRK.A) 2.5 $12M 17.00 680920.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.1M -2% 9.0k 453.28
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Apple (AAPL) 0.7 $3.3M +63% 13k 250.41
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Us Bancorp Del Com New (USB) 0.6 $2.6M -3% 55k 47.83
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Coca-Cola Company (KO) 0.2 $1.0M 17k 62.26
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Microsoft Corporation (MSFT) 0.2 $1.0M -3% 2.5k 421.47
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Phillips 66 (PSX) 0.2 $807k 7.1k 113.93
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Procter & Gamble Company (PG) 0.2 $753k 4.5k 167.65
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JPMorgan Chase & Co. (JPM) 0.1 $606k 2.5k 239.71
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Greystone Housing Impact Inv Ben Unit Ctf (GHI) 0.1 $582k -51% 57k 10.25
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $580k -6% 990.00 585.97
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Hershey Company (HSY) 0.1 $545k 3.2k 169.35
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Chevron Corporation (CVX) 0.1 $527k 3.6k 144.84
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General Dynamics Corporation (GD) 0.1 $505k 1.9k 263.49
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Pepsi (PEP) 0.1 $429k 2.8k 152.06
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Tesla Motors (TSLA) 0.1 $358k +7% 886.00 403.84
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $331k 648.00 511.23
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Mfa Finl (MFA) 0.1 $331k 33k 10.19
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $296k +5% 1.7k 175.23
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Micron Technology (MU) 0.1 $281k 3.3k 84.16
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Oracle Corporation (ORCL) 0.1 $272k 1.6k 166.64
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Meta Platforms Cl A (META) 0.1 $252k 430.00 585.51
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Eli Lilly & Co. (LLY) 0.1 $232k 301.00 772.00
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New Gold Inc Cda (NGD) 0.0 $56k 23k 2.48
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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