§ 13F · FUND PROFILE
America First Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $538M (13F)Positions · 44Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$582K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 537K | $44M | 8.3% | +6% |
| 2 | JNJ | JOHNSON & JOHNSON | 140K | $34M | 6.4% | −4% |
| 3 | GOOGL | ALPHABET INC | 103K | $30M | 5.5% | −2% |
| 4 | SLB | SLB LIMITED | 573K | $29M | 5.5% | −1% |
| 5 | ENB | ENBRIDGE INC | 522K | $28M | 5.3% | ±0% |
| 6 | FNV | FRANCO NEV CORP | 114K | $28M | 5.2% | −22% |
| 7 | CME | CME GROUP INC | 95K | $28M | 5.2% | −1% |
| 8 | RGLD | ROYAL GOLD INC | 107K | $27M | 5.1% | −26% |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 53K | $26M | 4.8% | −1% |
| 10 | AMZN | AMAZON COM INC | 124K | $26M | 4.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AMERICA SIGNAL
AC read
America First Investment Advisors, LLC is a Other fund managing $538 million in assets. The fund runs a portfolio of 44 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed