StockDriftsStockDriftsTop 45 America First Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 8.16% | 535.6K | $44.0M | -0.27%(-1.45K) | $81.97(-0.09%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.71% | 101.2K | $36.2M | -1.93%(-2.00K) | $35.02(+903.50%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 6.55% | 139.0K | $35.3M | -0.86%(-1.20K) | $156.66(+67.67%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.42% | 122.6K | $29.2M | -0.93%(-1.16K) | $118.69(+131.66%) | 2026-06-30 | |
| ENB | ENBRIDGE INC | 5.24% | 520.7K | $28.2M | -0.29%(-1.54K) | $40.39(+28.43%) | 2026-06-30 | |
| WRB | BERKLEY W R CORP | 5.02% | 383.6K | $27.1M | +0.86%(+3.27K) | $14.34(+393.79%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 4.94% | 53.1K | $26.6M | +0.60%(+318) | $453.14(+32.39%) | 2026-06-30 | |
| SLB | SLB LIMITED | 4.88% | 566.0K | $26.3M | -1.19%(-6.80K) | $39.79(+34.55%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 4.87% | 616.2K | $26.2M | +0.03%(+186) | $21.74(+106.69%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.81% | 115.7K | $25.9M | +1.02%(+1.17K) | $117.31(+131.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.73% | +63.20% | +11.81% | +74.75% |
| Top 20 Holdings Unweighted | +14.86% | +51.52% | +10.84% | +67.28% |
America First Investment Advisors, LLC reports $538.85M in US-listed equity holdings across 45 positions in its most recent 13F filing. Its largest disclosed positions are SHY (8.2%), GOOGL (6.7%) and JNJ (6.5%). The top 20 holdings account for 93.79% of reported assets. Its disclosed equity book has returned +63.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from America First Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1308778). View America First Investment Advisors, LLC’s 13F filings on SEC