America First Investment Advisors, LLC
America First Investment Advisors, LLC reported 45 positions worth $538.9M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: SHY (8.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SHY | SH | $44.0M | 8.16% | 535,584 | — | — | |
| ▸ 2 | GOOGL | SH | $36.2M | 6.71% | 101,223 | — | — | |
| ▸ 3 | JNJ | SH | $35.3M | 6.55% | 138,957 | — | — | |
| ▸ 4 | AMZN | SH | $29.2M | 5.42% | 122,618 | — | — | |
| ▸ 5 | ENB | SH | $28.2M | 5.24% | 520,721 | — | — | |
| ▸ 6 | WRB | SH | $27.1M | 5.02% | 383,605 | — | — | |
| ▸ 7 | TMO | SH | $26.6M | 4.94% | 53,146 | — | — | |
| ▸ 8 | SLB | SH | $26.3M | 4.88% | 565,988 | — | — | |
| ▸ 9 | BN | SH | $26.2M | 4.87% | 616,181 | — | — | |
| ▸ 10 | ADP | SH | $25.9M | 4.81% | 115,688 | — | — |
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Frequently Asked Questions
What stocks does America First Investment Advisors, LLC hold as of Q2 2026?
America First Investment Advisors, LLC reported 45 positions worth $538.9M in its Q2 2026 13F filing. Largest positions: SHY (8.2%), GOOGL (6.7%), JNJ (6.5%), AMZN (5.4%) and ENB (5.2%).
What did America First Investment Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did America First Investment Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.