Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1308778) reported $536.5M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHY ($44.3M, 8.27%), JNJ ($34.3M, 6.39%), GOOGL ($29.7M, 5.53%), SLB ($29.4M, 5.49%), ENB ($28.3M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $44.3M | 8.27% | 537,036 | Added |
| 2 | JNJ | JOHNSON & JOHNSON | $34.3M | 6.39% | 140,160 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $29.7M | 5.53% | 103,219 | Trimmed |
| 4 | SLB | SLB LIMITED | $29.4M | 5.49% | 572,791 | Trimmed |
| 5 | ENB | ENBRIDGE INC | $28.3M | 5.27% | 522,260 | Trimmed |
| 6 | CME | CME GROUP INC | $28.1M | 5.24% | 95,104 | Trimmed |
| 7 | FNV | FRANCO NEV CORP | $28.1M | 5.24% | 113,864 | Trimmed |
| 8 | RGLD | ROYAL GOLD INC | $27.3M | 5.09% | 107,269 | Trimmed |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $26.0M | 4.84% | 52,828 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $25.8M | 4.81% | 123,774 | Added |
| 11 | PFE | PFIZER INC | $25.2M | 4.70% | 898,150 | Added |
| 12 | WRB | BERKLEY W R CORP | $25.2M | 4.70% | 380,335 | Added |
| 13 | BN | BROOKFIELD CORP | $24.9M | 4.65% | 615,995 | Trimmed |
| 14 | ADP | AUTOMATIC DATA PROCESSING IN | $23.3M | 4.34% | 114,520 | Added |
| 15 | ABT | ABBOTT LABORATORIES | $22.7M | 4.24% | 221,538 | Added |
| 16 | FISV | FISERV INC | $22.4M | 4.17% | 401,390 | Added |
| 17 | MA | MASTERCARD INCORPORATED | $22.3M | 4.16% | 44,686 | Added |
| 18 | V | VISA INC | $22.1M | 4.12% | 73,120 | Added |
| 19 | BAM | BROOKFIELD ASSET MANAGMT LTD | $12.7M | 2.36% | 284,947 | Trimmed |
| 20 | CLX | CLOROX CO DEL | $7.8M | 1.45% | 75,110 | Hold |
| 21 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $5.7M | 1.07% | 8 | Hold |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.6M | 0.86% | 9,652 | Hold |
| 23 | USB | US BANCORP | $2.9M | 0.53% | 54,842 | Hold |
| 24 | AAPL | APPLE INC | $2.1M | 0.39% | 8,303 | Hold |
| 25 | KO | COCA COLA CO | $1.3M | 0.24% | 16,848 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31