Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

America First Investment Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

America First Investment Advisors, LLC (CIK 1308778) reported $538.9M across 45 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SHY ($44.0M, 8.16%), GOOGL ($36.2M, 6.71%), JNJ ($35.3M, 6.55%), AMZN ($29.2M, 5.42%), ENB ($28.2M, 5.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SHYISHARES TR$44.0M8.16%535,584Trimmed
2GOOGLALPHABET INC$36.2M6.71%101,223Trimmed
3JNJJOHNSON & JOHNSON$35.3M6.55%138,957Trimmed
4AMZNAMAZON COM INC$29.2M5.42%122,618Trimmed
5ENBENBRIDGE INC$28.2M5.24%520,721Trimmed
6WRBBERKLEY W R CORP$27.1M5.02%383,605Added
7TMOTHERMO FISHER SCIENTIFIC INC$26.6M4.94%53,146Added
8SLBSLB LIMITED$26.3M4.88%565,988Trimmed
9BNBROOKFIELD CORP$26.2M4.87%616,181Added
10ADPAUTOMATIC DATA PROCESSING IN$25.9M4.81%115,688Added
11VVISA INC$25.3M4.69%73,704Added
12FNVFRANCO NEV CORP$23.7M4.40%113,625Trimmed
13VRSKVERISK ANALYTICS INC$23.5M4.36%130,923New
14MAMASTERCARD INCORPORATED$23.2M4.31%45,228Added
15ABTABBOTT LABORATORIES$21.7M4.02%238,903Added
16RGLDROYAL GOLD INC$21.5M3.98%107,569Added
17CMECME GROUP INC$21.2M3.93%96,012Added
18FISVFISERV INC$20.1M3.73%409,492Added
19BAMBROOKFIELD ASSET MANAGMT LTD$12.8M2.38%285,378Added
20BRK/ABERKSHIRE HATHAWAY INC DEL$7.5M1.39%10Added
21CLXCLOROX CO DEL$7.2M1.33%75,110Hold
22BRKBBERKSHIRE HATHAWAY INC DEL$4.0M0.74%8,001Trimmed
23MUMICRON TECHNOLOGY INC$3.8M0.71%3,335Hold
24USBUS BANCORP$3.3M0.61%54,842Hold
25AAPLAPPLE INC$2.4M0.44%8,156Trimmed

Source: SEC Form 13F filings · as of 2026-06-30