America First Investment Advisors, LLC Top Holdings and 13F Report (2025) About America First Investment Advisors, LLCInvestment ActivityAmerica First Investment Advisors, LLC has $501.41 million in total holdings as of June 30, 2025.America First Investment Advisors, LLC owns shares of 43 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.94% of the portfolio was purchased this quarter.About 1.79% of the portfolio was sold this quarter.This quarter, America First Investment Advisors, LLC has purchased 42 new stocks and bought additional shares in 8 stocks.America First Investment Advisors, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $37,520,866W.R. Berkley $28,327,425Royal Gold $27,622,197Amazon.com $27,269,080Franco-Nevada $27,058,688 Largest New Holdings this Quarter 883556102 - Thermo Fisher Scientific $22,665,619 Holding Largest Purchases this Quarter Thermo Fisher Scientific 55,901 shares (about $22.67M)Schlumberger 26,524 shares (about $896.51K)Greystone Housing Impact Investors 63,417 shares (about $717.88K)Pfizer 12,373 shares (about $299.92K)iShares 1-3 Year Treasury Bond ETF 1,206 shares (about $99.93K) Largest Sales this Quarter W.R. Berkley 27,753 shares (about $2.04M)Royal Gold 9,510 shares (about $1.69M)Franco-Nevada 7,754 shares (about $1.27M)CME Group 2,997 shares (about $826.04K)Automatic Data Processing 2,144 shares (about $661.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerica First Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$37,520,866$99,929 ▲0.3%452,8227.5%ManufacturingWRBW.R. Berkley$28,327,425$2,039,010 ▼-6.7%385,5655.6%FinanceRGLDRoyal Gold$27,622,197$1,691,264 ▼-5.8%155,3205.5%Basic MaterialsAMZNAmazon.com$27,269,080$508,985 ▼-1.8%124,2955.4%Retail/WholesaleFNVFranco-Nevada$27,058,688$1,271,032 ▼-4.5%165,0735.4%Basic MaterialsBNBrookfield$26,623,920$231,319 ▼-0.9%430,4595.3%FinanceABTAbbott Laboratories$26,536,844$316,494 ▼-1.2%195,1105.3%MedicalCMECME Group$26,228,344$826,035 ▼-3.1%95,1615.2%FinanceADPAutomatic Data Processing$25,352,846$661,207 ▼-2.5%82,2085.1%Computer and TechnologyVVisa$25,338,393$582,635 ▼-2.2%71,3665.1%Business ServicesBAMBrookfield Asset Management$24,611,731$279,717 ▼-1.1%445,2194.9%FinanceMAMastercard$24,595,741$298,954 ▼-1.2%43,7694.9%Business ServicesGOOGLAlphabet$24,261,852$45,643 ▲0.2%137,6724.8%Computer and TechnologyENBEnbridge$23,415,372$57,375 ▼-0.2%516,6684.7%EnergyJNJJohnson & Johnson$23,028,913$38,799 ▲0.2%150,7624.6%MedicalTMOThermo Fisher Scientific$22,665,619$22,665,619 ▲New Holding55,9014.5%MedicalPFEPfizer$19,315,412$299,922 ▲1.6%796,8403.9%MedicalSLBSchlumberger$18,818,488$896,511 ▲5.0%556,7603.8%EnergyBRK.ABerkshire Hathaway$12,389,6000.0%172.5%FinanceCLXClorox$9,018,4580.0%75,1101.8%Consumer StaplesBRK.BBerkshire Hathaway$4,321,896$43,719 ▼-1.0%8,8970.9%FinanceAAPLApple$2,680,4850.0%13,0650.5%Computer and TechnologyUSBU.S. Bancorp$2,481,6010.0%54,8420.5%FinanceGHIGreystone Housing Impact Investors$1,360,539$717,880 ▲111.7%120,1890.3%FinanceKOCocaCola$1,191,9960.0%16,8480.2%Consumer StaplesMSFTMicrosoft$1,186,629$47,744 ▼-3.9%2,3860.2%Computer and TechnologyMFAMFA Financial$976,5080.0%103,2250.2%FinancePSXPhillips 66$784,994$58,099 ▼-6.9%6,5800.2%EnergyJPMJPMorgan Chase & Co.$733,182$2,609 ▼-0.4%2,5290.1%FinancePGProcter & Gamble$715,6650.0%4,4920.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$584,479$1,236 ▲0.2%9460.1%FinanceGDGeneral Dynamics$559,4040.0%1,9180.1%AerospaceHSYHershey$533,8610.0%3,2170.1%Consumer StaplesCVXChevron$486,560$34,366 ▼-6.6%3,3980.1%EnergyMUMicron Technology$411,0390.0%3,3350.1%Computer and TechnologyPEPPepsiCo$372,221$1,849 ▼-0.5%2,8190.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$367,660$19,083 ▲5.5%2,0230.1%ETFQQQInvesco QQQ$357,4630.0%6480.1%FinanceORCLOracle$356,5860.0%1,6310.1%Computer and TechnologyMETAMeta Platforms$317,3790.0%4300.1%Computer and TechnologyTSLATesla$281,4470.0%8860.1%Auto/Tires/TrucksLLYEli Lilly and Company$234,6390.0%3010.0%MedicalNEW GOLD INC CDA$112,1670.0%22,6600.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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