America First Investment Advisors, LLC Top Holdings and 13F Report (2026) About America First Investment Advisors, LLCInvestment ActivityAmerica First Investment Advisors, LLC has $536.47 million in total holdings as of March 31, 2026.America First Investment Advisors, LLC owns shares of 41 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.90% of the portfolio was purchased this quarter.About 4.18% of the portfolio was sold this quarter.This quarter, America First Investment Advisors, LLC has purchased 42 new stocks and bought additional shares in 13 stocks.America First Investment Advisors, LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $44,343,097Johnson & Johnson $34,260,616Alphabet $29,681,518SLB $29,435,729Enbridge $28,275,171 Largest New Holdings this Quarter 147528103 - Casey's General Stores $582,288 Holding Largest Purchases this Quarter Automatic Data Processing 28,278 shares (about $5.75M)iShares 1-3 Year Treasury Bond ETF 31,674 shares (about $2.62M)Abbott Laboratories 22,382 shares (about $2.30M)Pfizer 63,336 shares (about $1.78M)FISERV INC 28,411 shares (about $1.59M) Largest Sales this Quarter Royal Gold 38,153 shares (about $9.71M)Franco-Nevada 32,576 shares (about $8.05M)Johnson & Johnson 5,500 shares (about $1.34M)Alphabet 2,551 shares (about $733.56K)MFA Financial 63,500 shares (about $608.33K) 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$44,343,097$2,615,324 â–²6.3%537,0368.3%ManufacturingJNJJohnson & Johnson$34,260,616$1,344,416 â–¼-3.8%140,1606.4%MedicalGOOGLAlphabet$29,681,518$733,562 â–¼-2.4%103,2195.5%Computer and TechnologySLBSLB$29,435,729$389,999 â–¼-1.3%572,7915.5%EnergyENBEnbridge$28,275,171$96,532 â–¼-0.3%522,2605.3%EnergyFNVFranco-Nevada$28,130,168$8,047,920 â–¼-22.2%113,8645.2%Basic MaterialsCMECME Group$28,088,966$229,487 â–¼-0.8%95,1045.2%FinanceRGLDRoyal Gold$27,298,823$9,709,534 â–¼-26.2%107,2695.1%Basic MaterialsTMOThermo Fisher Scientific$25,966,547$232,002 â–¼-0.9%52,8284.8%MedicalAMZNAmazon.com$25,778,411$376,760 â–²1.5%123,7744.8%Retail/WholesalePFEPfizer$25,220,050$1,778,475 â–²7.6%898,1504.7%MedicalWRBW.R. Berkley$25,208,605$62,833 â–²0.2%380,3354.7%FinanceBNBrookfield$24,929,307$60,219 â–¼-0.2%615,9954.6%FinanceADPAutomatic Data Processing$23,268,107$5,745,508 â–²32.8%114,5204.3%Computer and TechnologyABTAbbott Laboratories$22,745,256$2,297,955 â–²11.2%221,5384.2%MedicalFISERV INC$22,397,562$1,585,334 â–²7.6%401,3904.2%COMMAMastercard$22,327,725$72,450 â–²0.3%44,6864.2%Business ServicesVVisa$22,099,850$85,836 â–²0.4%73,1204.1%Business ServicesBAMBrookfield Asset Management$12,665,914$247,898 â–¼-1.9%284,9472.4%FinanceCLXClorox$7,783,6490.0%75,1101.5%Consumer StaplesBRK.ABerkshire Hathaway$5,745,1200.0%81.1%FinanceBRK.BBerkshire Hathaway$4,625,2380.0%9,6520.9%FinanceUSBU.S. Bancorp$2,852,3320.0%54,8420.5%FinanceAAPLApple$2,107,1430.0%8,3030.4%Computer and TechnologyKOCocaCola$1,281,2900.0%16,8480.2%Consumer StaplesPSXPhillips 66$1,198,7440.0%6,5800.2%EnergyMUMicron Technology$1,126,6960.0%3,3350.2%Computer and TechnologyMSFTMicrosoft$845,011$171,371 â–²25.4%2,2830.2%Computer and TechnologyCVXChevron$784,5650.0%3,7920.1%EnergyJPMJPMorgan Chase & Co.$743,9310.0%2,5290.1%FinanceHSYHershey$668,7820.0%3,2170.1%Consumer StaplesGDGeneral Dynamics$658,2960.0%1,9180.1%AerospacePGProcter & Gamble$648,8240.0%4,4920.1%Consumer StaplesSPYSPDR S&P 500 ETF Trust$618,806$1,300 â–²0.2%9520.1%FinanceCASYCasey's General Stores$582,288$582,288 â–²New Holding8000.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$443,911$21,879 â–¼-4.7%2,3130.1%ETFPEPPepsiCo$437,7630.0%2,8190.1%Consumer StaplesMETAMeta Platforms$434,247$176,788 â–²68.7%7590.1%Computer and TechnologyMFAMFA Financial$380,566$608,331 â–¼-61.5%39,7250.1%FinanceTSLATesla$362,456$17,100 â–²5.0%9750.1%Auto/Tires/TrucksCLEANCORE SOLUTIONS INC$20,4770.0%57,4710.0%CLASS B COM SHSGHIGreystone Housing Impact Investors$0$451,488 â–¼-100.0%00.0%FinanceORCLOracle$0$224,731 â–¼-100.0%00.0%Computer and TechnologyShowing 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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