America First Investment Advisors, LLC Top Holdings and 13F Report (2025) About America First Investment Advisors, LLCInvestment ActivityAmerica First Investment Advisors, LLC has $474.08 million in total holdings as of March 31, 2025.America First Investment Advisors, LLC owns shares of 42 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 7.22% of the portfolio was purchased this quarter.About 7.81% of the portfolio was sold this quarter.This quarter, America First Investment Advisors, LLC has purchased 42 new stocks and bought additional shares in 17 stocks.America First Investment Advisors, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $37,362,226W. R. Berkley $29,411,674Franco-Nevada $27,230,547Royal Gold $26,951,434Abbott Laboratories $26,190,016 Largest New Holdings this Quarter 806857108 - Schlumberger $22,163,865 Holding Largest Purchases this Quarter Schlumberger 530,236 shares (about $22.16M)Johnson & Johnson 22,694 shares (about $3.76M)Pfizer 131,023 shares (about $3.32M)Abbott Laboratories 10,646 shares (about $1.41M)Franco-Nevada 8,274 shares (about $1.30M) Largest Sales this Quarter Amazon.com 3,503 shares (about $666.48K)iShares 1-3 Year Treasury Bond ETF 5,442 shares (about $450.22K)Visa 1,011 shares (about $354.31K)Brookfield 5,110 shares (about $267.82K)Automatic Data Processing 260 shares (about $79.44K) 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$37,362,226$450,217 ▼-1.2%451,6167.9%ManufacturingWRBW. R. Berkley$29,411,674$147,515 ▲0.5%413,3186.2%FinanceFNVFranco-Nevada$27,230,547$1,303,648 ▲5.0%172,8275.7%Basic MaterialsRGLDRoyal Gold$26,951,434$653,878 ▲2.5%164,8305.7%Basic MaterialsABTAbbott Laboratories$26,190,016$1,412,192 ▲5.7%197,4375.5%MedicalCMECME Group$26,040,402$382,284 ▲1.5%98,1585.5%FinanceADPAutomatic Data Processing$25,771,966$79,437 ▼-0.3%84,3525.4%Business ServicesVVisa$25,585,929$354,314 ▼-1.4%73,0075.4%Business ServicesJNJJohnson & Johnson$24,960,266$3,763,576 ▲17.8%150,5085.3%MedicalMAMastercard$24,282,448$10,962 ▲0.0%44,3015.1%Business ServicesAMZNAmazon.com$24,089,770$666,481 ▼-2.7%126,6155.1%Retail/WholesaleENBEnbridge$22,949,634$227,310 ▲1.0%517,9344.8%EnergyBNBrookfield$22,756,396$267,815 ▼-1.2%434,1994.8%FinanceSLBSchlumberger$22,163,865$22,163,865 ▲New Holding530,2364.7%EnergyBAMBrookfield Asset Management$21,816,039$44,719 ▲0.2%450,2794.6%FinanceGOOGLAlphabet$21,249,472$18,247 ▼-0.1%137,4134.5%Computer and TechnologyPFEPfizer$19,878,405$3,320,125 ▲20.1%784,4674.2%MedicalBRK.ABerkshire Hathaway$13,573,5070.0%172.9%FinanceCLXClorox$11,059,9480.0%75,1102.3%Consumer StaplesBRK.BBerkshire Hathaway$4,786,296$7,456 ▼-0.2%8,9871.0%FinanceAAPLApple$2,902,063$5,553 ▲0.2%13,0650.6%Computer and TechnologyUSBU.S. Bancorp$2,315,4290.0%54,8420.5%FinanceKOCoca-Cola$1,206,6540.0%16,8480.3%Consumer StaplesMFAMFA Financial$1,059,089$725,629 ▲217.6%103,2250.2%FinanceMSFTMicrosoft$931,816$4,881 ▲0.5%2,4820.2%Computer and TechnologyPSXPhillips 66$872,633$1,605 ▼-0.2%7,0670.2%EnergyPGProcter & Gamble$765,5270.0%4,4920.2%Consumer StaplesGHIGreystone Housing Impact Investors$699,999$506 ▲0.1%56,7720.1%FinanceJPMJPMorgan Chase & Co.$622,571$2,208 ▲0.4%2,5380.1%FinanceCVXChevron$608,6010.0%3,6380.1%EnergyHSYHershey$550,2040.0%3,2170.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$528,026$25,730 ▼-4.6%9440.1%FinanceGDGeneral Dynamics$522,8080.0%1,9180.1%AerospacePEPPepsiCo$424,780$2,099 ▲0.5%2,8330.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$332,255$39,496 ▲13.5%1,9180.1%ETFQQQInvesco QQQ$303,8600.0%6480.1%FinanceMUMicron Technology$289,7780.0%3,3350.1%Computer and TechnologyLLYEli Lilly and Company$248,5990.0%3010.1%MedicalMETAMeta Platforms$247,8350.0%4300.1%Computer and TechnologyTSLATesla$229,6160.0%8860.0%Auto/Tires/TrucksORCLOracle$228,0300.0%1,6310.0%Computer and TechnologyNEW GOLD INC CDA$84,0690.0%22,6600.0%COMPALANTIR TECHNOLOGIES INC$0$35,145,412 ▼-100.0%00.0%CL AShowing 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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