America First Investment Advisors, LLC
CIK 1308778
13F filing for Q2 2026・No. 3,721
- Holdings
- US$538.85M
- Quarter change
- +US$2.38M
- Entries
- 45
- Net bought (estimate)
- +US$2.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 1
- Cut 12
- Added 15
- Corporate actions 0
- Unchanged 13
Largest holdings
45 stocks worth US$538.85M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TR1 3 YR TREAS BD | Cut | 535,584 | US$43.98M | 8.16% |
| GOOGLAlphabetCAP STK CL A | Cut | 101,223 | US$36.17M | 6.71% |
| JNJJOHNSON & JOHNSONCOM | Cut | 138,957 | US$35.29M | 6.55% |
| AMZNAmazonCOM | Cut | 122,618 | US$29.22M | 5.42% |
| ENBRIDGE INCCOM | Cut | 520,721 | US$28.23M | 5.24% |
| WRBBERKLEY W R CORPCOM | Added | 383,605 | US$27.06M | 5.02% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Added | 53,146 | US$26.65M | 4.94% |
| SLBSLB LIMITEDCOM STK | Cut | 565,988 | US$26.31M | 4.88% |
| BNBROOKFIELD CORPCL A LTD VT SH | Added | 616,181 | US$26.24M | 4.87% |
| ADPAUTOMATIC DATA PROCESSING INCOM | Added | 115,688 | US$25.91M | 4.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.