§ 13F · FUND PROFILE
America First Investment Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $501.4T (13F)Positions · 43Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 505K | $41.9T | 7.6% | +8% |
| 2 | GOOGL | ALPHABET INC | 106K | $33.1T | 6.0% | −21% |
| 3 | RGLD | ROYAL GOLD INC | 145K | $32.3T | 5.9% | −5% |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | 53K | $30.9T | 5.6% | −4% |
| 5 | FNV | FRANCO NEV CORP | 146K | $30.4T | 5.5% | −7% |
| 6 | JNJ | JOHNSON & JOHNSON | 146K | $30.1T | 5.5% | −3% |
| 7 | BN | BROOKFIELD CORP | 617K | $28.3T | 5.2% | +48% |
| 8 | AMZN | AMAZON COM INC | 122K | $28.2T | 5.1% | ±0% |
| 9 | WRB | BERKLEY W R CORP | 379K | $26.6T | 4.8% | ±0% |
| 10 | CME | CME GROUP INC | 96K | $26.2T | 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 $501408.2 trillion in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed