account_balance
Investment manager · 13F filer · SEC CIK 1308778
America First Investment Advisors, LLC
Reported value$541Mas of Sep 30, 2026
Positions44 0 new, 1 sold out
Top 10 weight58.0%SHY alone is 8%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHYiShares Tr
8.3%Added +3%
JNJJohnson & Johnson
6.5%Trimmed −5%
TMOThermo Fisher Scientific Inc
6.4%Trimmed −3%
GOOGLAlphabet Inc
6.3%Trimmed −3%
AMZNAmazon Com Inc
5.6%
ADPAutomatic Data Processing In
5.5%
SLBSLB Limited
5.0%
FNVFranco Nev Corp
5.0%
VVisa Inc
4.9%
WRBBerkley W R Corp
4.8%
RGLDRoyal Gold Inc
4.7%
CMECme Group Inc
4.7%
SHYiShares Tr
8.3%Added +3%
GOOGLAlphabet Inc
6.3%Trimmed −3%
AMZNAmazon Com Inc
5.6%
ADPAutomatic Data Processing In
5.5%
SLB5.0%FNV5.0%V4.9%WRB4.8%RGLD4.7%CME4.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHY iShares Tr 8.3% Added +3%
JNJ Johnson & Johnson 6.5% Trimmed −5%TMO Thermo Fisher Scientific Inc 6.4% Trimmed −3%GOOGL Alphabet Inc 6.3% Trimmed −3%AMZN Amazon Com Inc 5.6% HeldADP Automatic Data Processing In 5.5% HeldSLB SLB Limited 5.0% HeldFNV Franco Nev Corp 5.0% HeldV Visa Inc 4.9% HeldWRB Berkley W R Corp 4.8% HeldRGLD Royal Gold Inc 4.7% HeldCME Cme Group Inc 4.7% HeldWhat changed