America First Investment Advisors, LLC Top Holdings and 13F Report (2026) About America First Investment Advisors, LLCInvestment ActivityAmerica First Investment Advisors, LLC has $538.85 million in total holdings as of June 30, 2026.America First Investment Advisors, LLC owns shares of 45 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.About 5.20% of the portfolio was sold this quarter.This quarter, America First Investment Advisors, LLC has purchased 41 new stocks and bought additional shares in 15 stocks.America First Investment Advisors, LLC sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $43,976,837Alphabet $36,173,892Johnson & Johnson $35,290,811Amazon.com $29,224,774Enbridge $28,228,300 Largest New Holdings this Quarter 92345Y106 - Verisk Analytics $23,504,606 Holding17275R102 - Cisco Systems $587,300 Holding931142103 - WALMART INC $492,681 Holding855244109 - Starbucks $232,993 Holding67066G104 - NVIDIA $213,096 Holding Largest Purchases this Quarter Verisk Analytics 130,923 shares (about $23.50M)Abbott Laboratories 17,365 shares (about $1.58M)Berkshire Hathaway 2 shares (about $1.50M)CLEANCORE SOLUTIONS INC 1,196,242 shares (about $980.92K)Cisco Systems 5,000 shares (about $587.30K) Largest Sales this Quarter Berkshire Hathaway 1,651 shares (about $826.14K)Alphabet 1,996 shares (about $713.31K)SLB 6,803 shares (about $316.27K)Johnson & Johnson 1,203 shares (about $305.53K)Amazon.com 1,156 shares (about $275.52K) 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$43,976,837$119,224 â–¼-0.3%535,5848.2%ETFGOOGLAlphabet$36,173,892$713,307 â–¼-1.9%101,2236.7%Communication ServicesJNJJohnson & Johnson$35,290,811$305,525 â–¼-0.9%138,9576.5%HealthcareAMZNAmazon.com$29,224,774$275,521 â–¼-0.9%122,6185.4%Consumer DiscretionaryENBEnbridge$28,228,300$83,429 â–¼-0.3%520,7215.2%EnergyWRBW.R. Berkley$27,055,661$230,633 â–²0.9%383,6055.0%FinanceTMOThermo Fisher Scientific$26,645,279$159,432 â–²0.6%53,1464.9%HealthcareSLBSLB$26,312,782$316,271 â–¼-1.2%565,9884.9%EnergyBNBrookfield$26,243,138$7,922 â–²0.0%616,1814.9%FinanceADPAutomatic Data Processing$25,908,254$261,573 â–²1.0%115,6884.8%IndustrialsVVisa$25,287,175$200,365 â–²0.8%73,7044.7%FinanceFNVFranco-Nevada$23,684,052$49,817 â–¼-0.2%113,6254.4%MaterialsVRSKVerisk Analytics$23,504,606$23,504,606 â–²New Holding130,9234.4%IndustrialsMAMastercard$23,229,017$278,370 â–²1.2%45,2284.3%FinanceABTAbbott Laboratories$21,678,014$1,575,697 â–²7.8%238,9034.0%HealthcareRGLDRoyal Gold$21,471,797$59,883 â–²0.3%107,5694.0%MaterialsCMECME Group$21,202,330$200,514 â–²1.0%96,0123.9%FinanceFISERV INC$20,085,583$397,403 â–²2.0%409,4923.7%COMBAMBrookfield Asset Management$12,799,223$19,330 â–²0.2%285,3782.4%FinanceBRK.ABerkshire Hathaway$7,488,500$1,497,700 â–²25.0%101.4%FinanceCLXClorox$7,168,4980.0%75,1101.3%Consumer StaplesBRK.BBerkshire Hathaway$4,003,620$826,144 â–¼-17.1%8,0010.7%FinanceMUMicron Technology$3,849,5570.0%3,3350.7%TechnologyUSBU.S. Bancorp$3,312,4570.0%54,8420.6%FinanceAAPLApple$2,359,935$42,534 â–¼-1.8%8,1560.4%TechnologyKOCocaCola$1,369,2370.0%16,8480.3%Consumer StaplesPSXPhillips 66$1,112,3490.0%6,5800.2%EnergyCLEANCORE SOLUTIONS INC$1,028,045$980,919 â–²2,081.5%1,253,7130.2%CLASS B COM SHSMSFTMicrosoft$867,350$15,668 â–²1.8%2,3250.2%TechnologyJPMJPMorgan Chase & Co.$827,8180.0%2,5290.2%FinanceGDGeneral Dynamics$679,4320.0%1,9180.1%IndustrialsSPYSPDR S&P 500 ETF Trust$678,213$32,865 â–¼-4.6%9080.1%ETFPGProcter & Gamble$658,7070.0%4,4920.1%Consumer StaplesCASYCasey's General Stores$635,8320.0%8000.1%Consumer StaplesCVXChevron$610,328$18,234 â–¼-2.9%3,6820.1%EnergyCSCOCisco Systems$587,300$587,300 â–²New Holding5,0000.1%TechnologyHSYHershey$564,4230.0%3,2170.1%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$513,840$21,703 â–²4.4%2,4150.1%ETFWALMART INC$492,681$492,681 â–²New Holding4,3500.1%COMMETAMeta Platforms$421,904$5,633 â–¼-1.3%7490.1%Communication ServicesTSLATesla$410,0850.0%9750.1%Consumer DiscretionaryMFAMFA Financial$384,9350.0%39,7250.1%FinancePEPPepsiCo$381,6930.0%2,8190.1%Consumer StaplesSBUXStarbucks$232,993$232,993 â–²New Holding2,2800.0%Consumer DiscretionaryNVDANVIDIA$213,096$213,096 â–²New Holding1,0650.0%TechnologyPFEPfizer$0$25,220,050 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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