America First Investment Advisors, LLC 13F Holdings
CIK 0001308778 · OMAHA, NE
As of Sep 30, 2025, America First Investment Advisors, LLC reported 44 positions worth $538.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 469,851 | $39.0M | 7.24% |
| FRANCO NEVADA CORP | FNV | Basic Materials | 157,936 | $35.2M | 6.54% |
| ALPHABET INC | GOOGL | Equity | 133,933 | $32.6M | 6.05% |
| ROYAL GOLD INC | RGLD | Basic Materials | 153,348 | $30.8M | 5.71% |
| BERKLEY W R CORP | WRB | Financial Services | 379,648 | $29.1M | 5.40% |
| BROOKFIELD CORP | BN | Financial Services | 416,853 | $28.6M | 5.31% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 149,681 | $27.8M | 5.16% |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 55,722 | $27.0M | 5.02% |
| AMAZON.COM INC | AMZN | Equity | 122,362 | $26.9M | 4.99% |
| ABBOTT LABORATORIES | ABT | Healthcare | 195,497 | $26.2M | 4.86% |
| ENBRIDGE INC | ENB | Energy | 516,782 | $26.1M | 4.84% |
| CME GROUP INC | CME | Financial Services | 94,662 | $25.6M | 4.75% |
| BROOKFIELD ASSET MANAGEMENT LTD | BAM | Financial Services | 441,474 | $25.1M | 4.67% |
| MASTERCARD INC | MA | Financial Services | 43,747 | $24.9M | 4.62% |
| VISA INC-CLASS A SHARES | V | Financial Services | 71,495 | $24.4M | 4.53% |
| AUTOMATIC DATA PROCESSING INC | ADP | Industrials | 82,512 | $24.2M | 4.50% |
| PFIZER INC | PFE | Healthcare | 805,016 | $20.5M | 3.81% |
| SLB LIMITED | SLB | Equity | 563,100 |