America First Investment Advisors, LLC
CIK 0001308778 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$538.9M
2026 Q2
Positions
45
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SHY
ISHARES TR
8.2%
GOOGL
ALPHABET INC
6.7%
JNJ
JOHNSON & JOHNSON
6.5%
AMZN
AMAZON COM INC
5.4%
ENB
ENBRIDGE INC
5.2%
WRB
BERKLEY W R CORP
5.0%
TMO
THERMO FISHER SCIENTIFIC INC
4.9%
SLB
SLB LIMITED
4.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.