13F Insight
DOSSIER · 13F-HR · Q2 2026

America First Investment Advisors, LLC

$539M in tracked AUM across 45 positions as of Q2 2026.

AF
CIK 0001308778 · last filed Jun 30, 2026
Total AUM
$539M
as of Q2 2026
Holdings
45
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

America First Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SHY
ISHARES TR
$44M536K8.2%02
GOOGL
ALPHABET INC
$36M101K6.7%03
JNJ
JOHNSON & JOHNSON
$35M139K6.5%04
AMZN
AMAZON COM INC
$29M123K5.4%05
ENB
ENBRIDGE INC
$28M521K5.2%06
WRB
BERKLEY W R CORP
$27M384K5.0%07
TMO
THERMO FISHER SCIENTIFIC INC
$27M53K4.9%08
SLB
SLB LIMITED
$26M566K4.9%09
BN
BROOKFIELD CORP
$26M616K4.9%10
ADP
AUTOMATIC DATA PROCESSING IN
$26M116K4.8%

Filing history

2026Q2Jun 30
$539M▲ 0.4%
45 positionsView →2026Q1Mar 31
$536M▼ 2.3%
41 positionsView →2025Q4Dec 31
$549M▲ 2.0%
42 positionsView →2025Q3Sep 30
$538M▲ 7.4%
44 positionsView →2025Q2Jun 30
$501M▲ 5.8%
43 positionsLocked2025Q1Mar 31
$474M▲ 3.6%
42 positionsLocked2024Q4Dec 31
$458M▲ 2.7%
42 positionsLocked2024Q3Sep 30
$446M▲ 9.7%
42 positionsLocked2024Q2Jun 30
$406M▼ 1.2%
80 positionsLocked2024Q1Mar 31
$411M▲ 7.5%
85 positionsLocked2023Q4Dec 31
$383M▲ 6.1%
98 positionsLocked2023Q3Sep 30
$361M▼ 3.1%
96 positionsLocked
Showing 12 of 84