StockDriftsStockDriftsTop 41 America First Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 8.27% | 537.0K | $44.3M | +6.27%(+31.67K) | $81.97(-0.03%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 6.39% | 140.2K | $34.3M | -3.78%(-5.50K) | $156.66(+67.91%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.53% | 103.2K | $29.7M | -2.41%(-2.55K) | $35.02(+927.61%) | 2026-03-31 | |
| SLB | SLB LIMITED | 5.49% | 572.8K | $29.4M | -1.31%(-7.59K) | $39.79(+13.41%) | 2026-03-31 | |
| ENB | ENBRIDGE INC | 5.27% | 522.3K | $28.3M | -0.34%(-1.78K) | $40.39(+33.90%) | 2026-03-31 | |
| FNV | FRANCO NEV CORP | 5.24% | 113.9K | $28.1M | -22.25%(-32.58K) | $67.67(+221.54%) | 2026-03-31 | |
| CME | CME GROUP INC | 5.24% | 95.1K | $28.1M | -0.81%(-777) | $133.26(+77.55%) | 2026-03-31 | |
| RGLD | ROYAL GOLD INC | 5.09% | 107.3K | $27.3M | -26.24%(-38.15K) | $67.86(+200.79%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.84% | 52.8K | $26.0M | -0.89%(-472) | $452.92(+15.57%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 4.81% | 123.8K | $25.8M | +1.48%(+1.81K) | $118.69(+104.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.70% | +75.83% |
| Top 20 Holdings Unweighted | +18.01% | +64.36% |
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