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, JNJ, GOOGL, SLB, ENB, and represent 30.94% of America First Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: ADP (+$5.7M), SHY, ABT, PFE, FISV, CASY, AMZN, META, MSFT, V.
  • Started 1 new stock position in CASY.
  • Reduced shares in these 10 stocks: RGLD (-$9.7M), FNV (-$8.0M), JNJ, GOOGL, MFA, GHI, SLB, BAM, TMO, CME.
  • Sold out of its positions in GHI, ORCL.
  • America First Investment Advisors was a net seller of stock by $-6.8M.
  • America First Investment Advisors has $537M in assets under management (AUM), dropping by -2.30%.
  • Central Index Key (CIK): 0001308778

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Portfolio Holdings for America First Investment Advisors

America First Investment Advisors holds 41 positions in its portfolio as reported in the March 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) 8.3 $44M +6% 537k 82.57
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Johnson & Johnson (JNJ) 6.4 $34M -3% 140k 244.44
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Alphabet Cap Stk Cl A (GOOGL) 5.5 $30M -2% 103k 287.56
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SLB Com Stk (SLB) 5.5 $29M 573k 51.39
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Enbridge (ENB) 5.3 $28M 522k 54.14
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Franco-Nevada Corporation (FNV) 5.2 $28M -22% 114k 247.05
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Cme (CME) 5.2 $28M 95k 295.35
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Royal Gold (RGLD) 5.1 $27M -26% 107k 254.49
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Thermo Fisher Scientific (TMO) 4.8 $26M 53k 491.53
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Amazon (AMZN) 4.8 $26M 124k 208.27
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Pfizer (PFE) 4.7 $25M +7% 898k 28.08
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W.R. Berkley Corporation (WRB) 4.7 $25M 380k 66.28
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Brookfield Corp Cl A Ltd Vt Sh (BN) 4.6 $25M 616k 40.47
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Automatic Data Processing (ADP) 4.3 $23M +32% 115k 203.18
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Abbott Laboratories (ABT) 4.2 $23M +11% 222k 102.67
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Fiserv (FISV) 4.2 $22M +7% 401k 55.80
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Mastercard Incorporated Cl A (MA) 4.2 $22M 45k 499.66
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Visa Com Cl A (V) 4.1 $22M 73k 302.24
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 2.4 $13M 285k 44.45
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Clorox Company (CLX) 1.5 $7.8M 75k 103.63
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Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $5.7M 8.00 718140.00
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $4.6M 9.7k 479.20
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Us Bancorp Com New (USB) 0.5 $2.9M 55k 52.01
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Apple (AAPL) 0.4 $2.1M 8.3k 253.78
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Coca-Cola Company (KO) 0.2 $1.3M 17k 76.05
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Phillips 66 (PSX) 0.2 $1.2M 6.6k 182.18
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Micron Technology (MU) 0.2 $1.1M 3.3k 337.84
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Microsoft Corporation (MSFT) 0.2 $845k +25% 2.3k 370.13
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Chevron Corporation (CVX) 0.1 $785k 3.8k 206.90
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JPMorgan Chase & Co. (JPM) 0.1 $744k 2.5k 294.16
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Hershey Company (HSY) 0.1 $669k 3.2k 207.89
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General Dynamics Corporation (GD) 0.1 $658k 1.9k 343.22
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Procter & Gamble Company (PG) 0.1 $649k 4.5k 144.44
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $619k 952.00 650.01
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Casey's General Stores (CASY) 0.1 $582k NEW 800.00 727.86
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $444k -4% 2.3k 191.92
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Pepsi (PEP) 0.1 $438k 2.8k 155.29
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Meta Platforms Cl A (META) 0.1 $434k +68% 759.00 572.13
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Mfa Finl (MFA) 0.1 $381k -61% 40k 9.58
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Tesla Motors (TSLA) 0.1 $363k +4% 975.00 371.75
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Cleancore Solutions Class B Com Shs (ZONE) 0.0 $21k 58k 0.36
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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