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, GOOGL, JNJ, AMZN, ENB, and represent 32.09% of America First Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VRSK (+$24M), ABT, BRK.A, ZONE, CSCO, WMT, FISV, MA, ADP, SBUX.
- Started 5 new stock positions in WMT, VRSK, SBUX, NVDA, CSCO.
- Reduced shares in these 10 stocks: PFE (-$25M), BRK.B, GOOGL, SLB, JNJ, AMZN, SHY, ENB, FNV, AAPL.
- Sold out of its position in PFE.
- America First Investment Advisors was a net buyer of stock by $2.9M.
- America First Investment Advisors has $539M in assets under management (AUM), dropping by 0.44%.
- Central Index Key (CIK): 0001308778
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Portfolio Holdings for America First Investment Advisors
America First Investment Advisors holds 45 positions in its portfolio as reported in the June 2026 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 | $44M | 536k | 82.11 |
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| Alphabet Cap Stk Cl A (GOOGL) | 6.7 | $36M | 101k | 357.37 |
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| Johnson & Johnson (JNJ) | 6.5 | $35M | 139k | 253.97 |
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| Amazon (AMZN) | 5.4 | $29M | 123k | 238.34 |
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| Enbridge (ENB) | 5.2 | $28M | 521k | 54.21 |
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| W.R. Berkley Corporation (WRB) | 5.0 | $27M | 384k | 70.53 |
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| Thermo Fisher Scientific (TMO) | 4.9 | $27M | 53k | 501.36 |
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| SLB Com Stk (SLB) | 4.9 | $26M | 566k | 46.49 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 4.9 | $26M | 616k | 42.59 |
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| Automatic Data Processing (ADP) | 4.8 | $26M | 116k | 223.95 |
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| Visa Com Cl A (V) | 4.7 | $25M | 74k | 343.09 |
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| Franco-Nevada Corporation (FNV) | 4.4 | $24M | 114k | 208.44 |
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| Verisk Analytics (VRSK) | 4.4 | $24M | NEW | 131k | 179.53 |
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| Mastercard Incorporated Cl A (MA) | 4.3 | $23M | 45k | 513.60 |
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| Abbott Laboratories (ABT) | 4.0 | $22M | +7% | 239k | 90.74 |
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| Royal Gold (RGLD) | 4.0 | $22M | 108k | 199.61 |
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| Cme (CME) | 3.9 | $21M | 96k | 220.83 |
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| Fiserv (FISV) | 3.7 | $20M | +2% | 410k | 49.05 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 2.4 | $13M | 285k | 44.85 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 1.4 | $7.5M | +25% | 10.00 | 748850.00 |
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| Clorox Company (CLX) | 1.3 | $7.2M | 75k | 95.44 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.0M | -17% | 8.0k | 500.39 |
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| Micron Technology (MU) | 0.7 | $3.8M | 3.3k | 1154.29 |
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| Us Bancorp Com New (USB) | 0.6 | $3.3M | 55k | 60.40 |
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| Apple (AAPL) | 0.4 | $2.4M | 8.2k | 289.35 |
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| Coca-Cola Company (KO) | 0.3 | $1.4M | 17k | 81.27 |
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| Phillips 66 (PSX) | 0.2 | $1.1M | 6.6k | 169.05 |
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| Cleancore Solutions Class B Com Shs (ZONE) | 0.2 | $1.0M | +2081% | 1.3M | 0.82 |
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| Microsoft Corporation (MSFT) | 0.2 | $867k | 2.3k | 373.05 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $828k | 2.5k | 327.33 |
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| General Dynamics Corporation (GD) | 0.1 | $679k | 1.9k | 354.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $678k | -4% | 908.00 | 746.93 |
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| Procter & Gamble Company (PG) | 0.1 | $659k | 4.5k | 146.64 |
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| Casey's General Stores (CASY) | 0.1 | $636k | 800.00 | 794.79 |
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| Chevron Corporation (CVX) | 0.1 | $610k | -2% | 3.7k | 165.76 |
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| Cisco Systems (CSCO) | 0.1 | $587k | NEW | 5.0k | 117.46 |
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| Hershey Company (HSY) | 0.1 | $564k | 3.2k | 175.45 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $514k | +4% | 2.4k | 212.77 |
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| Wal-Mart Stores (WMT) | 0.1 | $493k | NEW | 4.4k | 113.26 |
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| Meta Platforms Cl A (META) | 0.1 | $422k | 749.00 | 563.29 |
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| Tesla Motors (TSLA) | 0.1 | $410k | 975.00 | 420.60 |
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| Mfa Finl (MFA) | 0.1 | $385k | 40k | 9.69 |
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| Pepsi (PEP) | 0.1 | $382k | 2.8k | 135.40 |
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| Starbucks Corporation (SBUX) | 0.0 | $233k | NEW | 2.3k | 102.19 |
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| NVIDIA Corporation (NVDA) | 0.0 | $213k | NEW | 1.1k | 200.09 |
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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 2026 Q2 filed Aug. 5, 2026
- America First Investment Advisors 2026 Q1 filed May 8, 2026
- America First Investment Advisors 2025 Q4 filed Feb. 9, 2026
- 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