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 $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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $44.0M | 8.16% | 535,584 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $36.2M | 6.71% | 101,223 | Trimmed |
| 3 | JNJ | JOHNSON & JOHNSON | $35.3M | 6.55% | 138,957 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $29.2M | 5.42% | 122,618 | Trimmed |
| 5 | ENB | ENBRIDGE INC | $28.2M | 5.24% | 520,721 | Trimmed |
| 6 | WRB | BERKLEY W R CORP | $27.1M | 5.02% | 383,605 | Added |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $26.6M | 4.94% | 53,146 | Added |
| 8 | SLB | SLB LIMITED | $26.3M | 4.88% | 565,988 | Trimmed |
| 9 | BN | BROOKFIELD CORP | $26.2M | 4.87% | 616,181 | Added |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | $25.9M | 4.81% | 115,688 | Added |
| 11 | V | VISA INC | $25.3M | 4.69% | 73,704 | Added |
| 12 | FNV | FRANCO NEV CORP | $23.7M | 4.40% | 113,625 | Trimmed |
| 13 | VRSK | VERISK ANALYTICS INC | $23.5M | 4.36% | 130,923 | New |
| 14 | MA | MASTERCARD INCORPORATED | $23.2M | 4.31% | 45,228 | Added |
| 15 | ABT | ABBOTT LABORATORIES | $21.7M | 4.02% | 238,903 | Added |
| 16 | RGLD | ROYAL GOLD INC | $21.5M | 3.98% | 107,569 | Added |
| 17 | CME | CME GROUP INC | $21.2M | 3.93% | 96,012 | Added |
| 18 | FISV | FISERV INC | $20.1M | 3.73% | 409,492 | Added |
| 19 | BAM | BROOKFIELD ASSET MANAGMT LTD | $12.8M | 2.38% | 285,378 | Added |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $7.5M | 1.39% | 10 | Added |
| 21 | CLX | CLOROX CO DEL | $7.2M | 1.33% | 75,110 | Hold |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 0.74% | 8,001 | Trimmed |
| 23 | MU | MICRON TECHNOLOGY INC | $3.8M | 0.71% | 3,335 | Hold |
| 24 | USB | US BANCORP | $3.3M | 0.61% | 54,842 | Hold |
| 25 | AAPL | APPLE INC | $2.4M | 0.44% | 8,156 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30