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Q2 2026 13F · SEC CIK 1308778

America First Investment Advisors, LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$538.9M
Reported positions
45
Top holdings a year, 3 yrs
+22.2%
Assets under management
$665.1M

America First Investment Advisors, LLC is a wealth manager that reported 45 positions worth $538.9M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were iShs Lehman 1-3Tsy (SHY, 8.2%), Alphabet Inc (GOOGL, 6.7%), Johnson & Johnson (JNJ, 6.5%). A portfolio copying its top holdings returned 22.2% a year over the last 3 years, against 20.4% for the S&P 500.

America First Investment Advisors, LLC holdings all 45 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

America First Investment Advisors, LLC 13F holdings
Stock% of 13F valueShare changeReported value
SHYiShs Lehman 1-3Tsy8.2%-0.3%$44.0M
GOOGLAlphabet Inc6.7%-1.9%$36.2M
JNJJohnson & Johnson6.5%-0.9%$35.3M
AMZNAmazon Com Inc Com5.4%-0.9%$29.2M
ENBEnbridge Inc Com5.2%-0.3%$28.2M
WRBW. R. Berkley Corp.5.0%+0.9%$27.1M
TMOThermo Fisher Scientific Inc4.9%+0.6%$26.6M
SLBSlb Limited4.9%-1.2%$26.3M
BNBrookfield Corp4.9%+0.0%$26.2M
ADPAutomatic Data Processing Inc Com4.8%+1.0%$25.9M
VVisa Inc Com Cl A4.7%+0.8%$25.3M
FNVFranco Nev Corp4.4%-0.2%$23.7M
VRSKVerisk Analytics Inc4.4%—$23.5M
MAMastercard Inc.4.3%+1.2%$23.2M
ABTAbbott Laboratories4.0%+7.8%$21.7M
RGLDRoyal Gold Inc4.0%+0.3%$21.5M
CMECme Group Inc3.9%+1.0%$21.2M
FISVFiserv Inc3.7%+2.0%$20.1M
BAMBrookfield Asset Management2.4%+0.2%$12.8M
BRK-ABerkshire Hathaway Inc Del1.4%+25.0%$7.5M
CLXClorox Co Del1.3%+0.0%$7.2M
BRK-BBerkshire Hathaway Inc Del0.7%-17.1%$4.0M
MUMicron Technology Inc0.7%+0.0%$3.8M
USBUS Bancorp Del0.6%+0.0%$3.3M
AAPLApple Inc0.4%-1.8%$2.4M
KOCoca Cola Co0.3%+0.0%$1.4M
PSXPhillips 660.2%+0.0%$1.1M
184492106Cleancore Solutions Inc0.2%+2081.5%$1.0M
MSFTMicrosoft Corp0.2%+1.8%$867K
JPMJpmorgan Chase & Co0.2%+0.0%$828K
GDGeneral Dynamics Corp0.1%+0.0%$679K
SPYSpdr S&p 500 ETF Tr0.1%-4.6%$678K
PGProcter & Gamble Co Com0.1%+0.0%$659K
CASYCaseys Gen Stores Inc0.1%+0.0%$636K
CVXChevron Corp New0.1%-2.9%$610K
CSCOCisco Sys Inc0.1%—$587K
HSYHershey Co.0.1%+0.0%$564K
RSPInvesco S&p 500 Equal Weight ETF0.1%+4.4%$514K
WMTWalmart Inc0.1%—$493K
METAMeta Platforms Inc Class A0.1%-1.3%$422K
TSLATesla Inc Com0.1%+0.0%$410K
MFAMfa Finl Inc0.1%+0.0%$385K
PEPPepsico Inc0.1%+0.0%$382K
SBUXStarbucks Corp Com0.0%—$233K
NVDANvidia Corporation Com0.0%—$213K

What America First Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+13.3% /yr
S&P 500 +20.1%
3 years
+22.2% /yr
S&P 500 +20.4%
5 years
+12.9% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$538.9M45
Q1 2026$536.5M41
Q4 2025$549.1M42
Q3 2025$538.3M44
Q2 2025$501.4M43
Q1 2025$474.1M42
Q4 2024$457.6M42
Q3 2024$445.6M42
Q2 2024$406.2M80
Q1 2024$411.3M85
Q4 2023$382.5M98
Q3 2023$360.5M96

Questions about America First Investment Advisors, LLC's portfolio

What stocks does America First Investment Advisors, LLC own?

America First Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 45 positions worth $538.9M. The largest are iShs Lehman 1-3Tsy (SHY) at 8.2%, Alphabet Inc (GOOGL) at 6.7%, Johnson & Johnson (JNJ) at 6.5%, Amazon Com Inc Com (AMZN) at 5.4% and Enbridge Inc Com (ENB) at 5.2%.

What did America First Investment Advisors, LLC buy last quarter?

In Q2 2026, America First Investment Advisors, LLC added a new position in Verisk Analytics Inc (VRSK), a new position in Cisco Sys Inc (CSCO), a new position in Walmart Inc (WMT), a new position in Starbucks Corp Com (SBUX), a new position in Nvidia Corporation Com (NVDA), Cleancore Solutions Inc (+2081.5% shares), Berkshire Hathaway Inc Del (BRK-A) (+25.0% shares) and Abbott Laboratories (ABT) (+7.8% shares), compared with its Q1 2026 filing.

What did America First Investment Advisors, LLC sell last quarter?

In Q2 2026, America First Investment Advisors, LLC sold all of Pfizer Inc (PFE) and Berkshire Hathaway Inc Del (BRK-B) (-17.1% shares), compared with its Q1 2026 filing.

How has America First Investment Advisors, LLC's portfolio performed?

A portfolio copying America First Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.3% against +20.1%. Over 5 years: +12.9% a year against +11.6%.

When is America First Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. America First Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does America First Investment Advisors, LLC manage?

America First Investment Advisors, LLC reported $665.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $538.9M.