Institutions / America First Investment Advisors, LLC
America First Investment Advisors, LLC
CIK 1308778 · Institution · as of Mar 31, 2026
Portfolio value
$536.47M
Positions
41
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$536.47M-2.3%Positions
41-2.4%Top holdings
Mar 31, 2026View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $44.34M | 8.3% |
| Johnson & Johnson | $34.26M | 6.4% |
| Alphabet Inc. | $29.68M | 5.5% |
| Slb LIMITED/NV | $29.44M | 5.5% |
| Enbridge Inc | $28.28M | 5.3% |
| Franco Nev Corp | $28.13M | 5.2% |
| CME Group Inc | $28.09M | 5.2% |
| Royal Gold Inc | $27.30M | 5.1% |
| Thermo Fisher Scientific Inc. | $25.97M | 4.8% |
| Amazon.com Inc | $25.78M | 4.8% |
| Pfizer Inc | $25.22M | 4.7% |
| W. R. Berkley Corporation | $25.21M | 4.7% |
| Brookfield Corp | $24.93M | 4.6% |
| Automatic Data Processing Inc | $23.27M | 4.3% |
| Abbott Laboratories | $22.75M | 4.2% |
| Fiserv Inc | $22.40M | 4.2% |
| Mastercard Inc | $22.33M | 4.2% |
| Visa Inc | $22.10M | 4.1% |
| Brookfield Asset Managmt Ltd | $12.67M | 2.4% |
| Clorox Co /De | $7.78M | 1.5% |
| Berkshire Hathaway Inc Del | $5.75M | 1.1% |
| Warren E. Buffett | $4.63M | 0.9% |
| US Bancorp \De | $2.85M | 0.5% |
| Apple Inc. | $2.11M | 0.4% |
| Coca Cola Co | $1.28M | 0.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Royal Gold Inc Common stock | $-9.71M | -38K -26.24% | 107,269 5.09% of portfolio | medium |
| Q1 2026 as of | Trim | 351858105 Common stock | $-8.05M | -33K -22.25% | 113,864 5.24% of portfolio | medium |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $5.75M | +28K +32.79% | 114,520 4.34% of portfolio | medium |
| Q1 2026 as of | Add | 464287457 Common stock | $2.62M | +32K +6.27% | 537,036 8.27% of portfolio | low |
| Q1 2026 as of | Add | Abbott Laboratories Common stock | $2.30M | +22K +11.24% | 221,538 4.24% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $1.78M | +63K +7.59% | 898,150 4.70% of portfolio | low |
| Q1 2026 as of | Add | Fiserv Inc Common stock | $1.59M | +28K +7.62% | 401,390 4.17% of portfolio | low |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-1.34M | -6K -3.78% | 140,160 6.39% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-733.6K | -3K -2.41% | 103,219 5.53% of portfolio | low |
| Q1 2026 as of | Trim | MFA Financial Inc Common stock | $-608.3K | -64K -61.52% | 39,725 0.07% of portfolio | low |