America First Investment Advisors, LLC
Follow13F filer, CIK 1308778, OMAHA, NE
America First Investment Advisors, LLC reported $538,854,353 across 45 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-05. Its ten largest share positions make up 56.61% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001308778-26-000004
- Period
- 2026-06-30
- Reported value
- $539M
- Holdings
- 45
- Top 10 weight
- 56.61%
- New
- 5
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VRSKnew | +130,923 | $23.5M |
| ABTadded | +17,365 | $1.58M |
| BRK-Aadded | +2 | $1.5M |
| ZONEadded | +1,196,242 | $981K |
| CSCOnew | +5,000 | $587K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PFEexited | -898,150 | -$25.2M |
| BRK-Breduced | -1,651 | -$826K |
| GOOGLreduced | -1,996 | -$713K |
| SLBreduced | -6,803 | -$316K |
| JNJreduced | -1,203 | -$306K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001308778-26-000004, largest first. % of portfolio is the value over $538,854,353, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SHYISHARES TR | 535,584 | $44M | 8.16% | -1,452 | Timeline | ||
| GOOGLALPHABET INC | 101,223 | $36.2M | 6.71% | -1,996 | Timeline | ||
| JNJJOHNSON & JOHNSON | 138,957 | $35.3M | 6.55% | -1,203 | Timeline | ||
| AMZNAMAZON COM INC | 122,618 | $29.2M | 5.42% | -1,156 | Timeline | ||
| ENBENBRIDGE INC | 520,721 | $28.2M | 5.24% | -1,539 | Timeline | ||
| WRBBERKLEY W R CORP | 383,605 | $27.1M | 5.02% | +3,270 | Timeline | ||
| TMOTHERMO FISHER SCIENTIFIC INC | 53,146 | $26.6M | 4.94% | +318 | Timeline | ||
| SLBSLB LIMITED | 565,988 | $26.3M | 4.88% | -6,803 | Timeline | ||
| BNBROOKFIELD CORP | 616,181 | $26.2M | 4.87% | +186 | Timeline | ||
| ADPAUTOMATIC DATA PROCESSING IN | 115,688 | $25.9M | 4.81% | +1,168 | Timeline | ||
| VVISA INC | 73,704 | $25.3M | 4.69% | +584 | Timeline | ||
| FNVFRANCO NEV CORP | 113,625 | $23.7M | 4.4% | -239 | Timeline | ||
| VRSKVERISK ANALYTICS INC | 130,923 | $23.5M | 4.36% | new | Timeline | ||
| MAMASTERCARD INCORPORATED | 45,228 | $23.2M | 4.31% | +542 | Timeline | ||
| ABTABBOTT LABORATORIES | 238,903 | $21.7M | 4.02% | +17,365 | Timeline | ||
| RGLDROYAL GOLD INC | 107,569 | $21.5M | 3.98% | +300 | Timeline | ||
| CMECME GROUP INC | 96,012 | $21.2M | 3.93% | +908 | Timeline | ||
| FISVFISERV INC | 409,492 | $20.1M | 3.73% | +8,102 | Timeline | ||
| BAMBROOKFIELD ASSET MANAGMT LTD | 285,378 | $12.8M | 2.38% | +431 | Timeline | ||
| BRK-ABERKSHIRE HATHAWAY INC DEL | 10 | $7.49M | 1.39% | +2 | Timeline | ||
| CLXCLOROX CO DEL | 75,110 | $7.17M | 1.33% | 0 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 8,001 | $4M | 0.74% | -1,651 | Timeline | ||
| MUMICRON TECHNOLOGY INC | 3,335 | $3.85M | 0.71% | 0 | Timeline | ||
| USBUS BANCORP | 54,842 | $3.31M | 0.61% | 0 | Timeline | ||
| AAPLAPPLE INC | 8,156 | $2.36M | 0.44% | -147 | Timeline | ||
| KOCOCA COLA CO | 16,848 | $1.37M | 0.25% | 0 | Timeline | ||
| PSXPHILLIPS 66 | 6,580 | $1.11M | 0.21% | 0 | Timeline | ||
| ZONEZONE FRONTIER INC | 1,253,713 | $1.03M | 0.19% | +1,196,242 | Timeline | ||
| MSFTMICROSOFT CORP | 2,325 | $867K | 0.16% | +42 | Timeline | ||
| JPMJPMORGAN CHASE & CO | 2,529 | $828K | 0.15% | 0 | Timeline | ||
| GDGENERAL DYNAMICS CORP | 1,918 | $679K | 0.13% | 0 | Timeline | ||
| SPYSTATE STR SPDR S&P 500 ETF T | 908 | $678K | 0.13% | -44 | Timeline | ||
| PGPROCTER & GAMBLE CO | 4,492 | $659K | 0.12% | 0 | Timeline | ||
| CASYCASEYS GEN STORES INC | 800 | $636K | 0.12% | 0 | Timeline | ||
| CVXCHEVRON CORPORATION | 3,682 | $610K | 0.11% | -110 | Timeline | ||
| CSCOCISCO SYS INC | 5,000 | $587K | 0.11% | new | Timeline | ||
| HSYHERSHEY CO | 3,217 | $564K | 0.1% | 0 | Timeline | ||
| RSPINVESCO EXCHANGE TRADED FD T | 2,415 | $514K | 0.1% | +102 | Timeline | ||
| WMTWALMART INC | 4,350 | $493K | 0.09% | new | Timeline | ||
| METAMETA PLATFORMS INC | 749 | $422K | 0.08% | -10 | Timeline | ||
| TSLATESLA INC | 975 | $410K | 0.08% | 0 | Timeline | ||
| MFAMFA FINL INC | 39,725 | $385K | 0.07% | 0 | Timeline | ||
| PEPPEPSICO INC | 2,819 | $382K | 0.07% | 0 | Timeline | ||
| SBUXSTARBUCKS CORP | 2,280 | $233K | 0.04% | new | Timeline | ||
| NVDANVIDIA CORPORATION | 1,065 | $213K | 0.04% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| PFEPFIZER INC | 898,150 | $25.2M | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001308778-26-000004 | base | 2026-08-05 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001308778-26-000004 | Quarter ended 2026-06-30 | 2026-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-26-000003 | Quarter ended 2026-03-31 | 2026-05-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-26-000002 | Quarter ended 2025-12-31 | 2026-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-25-000010 | Quarter ended 2025-09-30 | 2025-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-25-000004 | Quarter ended 2025-06-30 | 2025-08-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-25-000003 | Quarter ended 2025-03-31 | 2025-05-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-25-000002 | Quarter ended 2024-12-31 | 2025-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-24-000007 | Quarter ended 2024-09-30 | 2024-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-24-000003 | Quarter ended 2024-06-30 | 2024-08-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-24-000002 | Quarter ended 2024-03-31 | 2024-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-24-000001 | Quarter ended 2023-12-31 | 2024-02-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-23-000005 | Quarter ended 2023-09-30 | 2023-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-23-000004 | Quarter ended 2023-06-30 | 2023-08-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-23-000003 | Quarter ended 2023-03-31 | 2023-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-23-000002 | Quarter ended 2022-12-31 | 2023-01-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-22-000004 | Quarter ended 2022-09-30 | 2022-11-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-22-000003 | Quarter ended 2022-06-30 | 2022-07-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-22-000002 | Quarter ended 2022-03-31 | 2022-04-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-22-000001 | Quarter ended 2021-12-31 | 2022-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-21-000004 | Quarter ended 2021-09-30 | 2021-11-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-21-000003 | Quarter ended 2021-06-30 | 2021-07-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-21-000002 | Quarter ended 2021-03-31 | 2021-04-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-21-000001 | Quarter ended 2020-12-31 | 2021-02-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-20-000004 | Quarter ended 2020-09-30 | 2020-10-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-20-000003 | Quarter ended 2020-06-30 | 2020-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-20-000002 | Quarter ended 2020-03-31 | 2020-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-20-000001 | Quarter ended 2019-12-31 | 2020-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-19-000005 | Quarter ended 2019-09-30 | 2019-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-19-000004 | Quarter ended 2019-06-30 | 2019-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-19-000003 | Quarter ended 2019-03-31 | 2019-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-19-000001 | Quarter ended 2018-12-31 | 2019-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-18-000004 | Quarter ended 2018-09-30 | 2018-10-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-18-000003 | Quarter ended 2018-06-30 | 2018-07-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-18-000002 | Quarter ended 2018-03-31 | 2018-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-18-000001 | Quarter ended 2017-12-31 | 2018-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-17-000004 | Quarter ended 2017-09-30 | 2017-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-17-000003 | Quarter ended 2017-06-30 | 2017-07-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-17-000002 | Quarter ended 2017-03-31 | 2017-05-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-17-000001 | Quarter ended 2016-12-31 | 2017-02-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-16-000009 | Quarter ended 2016-09-30 | 2016-11-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-16-000008 | Quarter ended 2016-06-30 | 2016-07-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-16-000007 | Quarter ended 2016-03-31 | 2016-05-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-16-000006 | Quarter ended 2015-12-31 | 2016-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-15-000005 | Quarter ended 2015-09-30 | 2015-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-15-000004 | Quarter ended 2015-06-30 | 2015-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-15-000002 | Quarter ended 2015-03-31 | 2015-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-15-000001 | Quarter ended 2014-12-31 | 2015-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-14-000005 | Quarter ended 2014-09-30 | 2014-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-14-000003 | Quarter ended 2014-06-30 | 2014-07-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-14-000002 | Quarter ended 2014-03-31 | 2014-04-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-14-000001 | Quarter ended 2013-12-31 | 2014-02-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-13-000005 | Quarter ended 2013-09-30 | 2013-11-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001308778-13-000004 | Quarter ended 2013-06-30 | 2013-08-05 | acceptance time not in the bulk data set |