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America First Investment Advisors, LLC

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13F filer, CIK 1308778, OMAHA, NE

America First Investment Advisors, LLC reported $501,408,189 across 43 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 55.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001308778-25-000004

Period
2025-06-30
Reported value
$501M
Holdings
43
Top 10 weight
55.42%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TMOnew+55,901$22.7M
SLBadded+26,524$897K
GHIadded+63,417$718K
PFEadded+12,373$300K
SHYadded+1,206$99.9K

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

SecurityShares changeApprox. value
WRBreduced-27,753-$2.04M
RGLDreduced-9,510-$1.69M
FNVreduced-7,754-$1.27M
CMEreduced-2,997-$826K
ADPreduced-2,144-$661K

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 2025

Share positions as resolved from 13F-HR 0001308778-25-000004, largest first. % of portfolio is the value over $501,408,189, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,403 shares; 2024Q4: 457,058 shares; 2025Q1: 451,616 shares; 2025Q2: 452,822 shares 452,822$37.5M7.48%+1,206Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,128 shares; 2024Q4: 411,245 shares; 2025Q1: 413,318 shares; 2025Q2: 385,565 shares 385,565$28.3M5.65%-27,753Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,669 shares; 2024Q4: 160,831 shares; 2025Q1: 164,830 shares; 2025Q2: 155,320 shares 155,320$27.6M5.51%-9,510Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,525 shares; 2024Q4: 130,118 shares; 2025Q1: 126,615 shares; 2025Q2: 124,295 shares 124,295$27.3M5.44%-2,320Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,765 shares; 2024Q4: 164,553 shares; 2025Q1: 172,827 shares; 2025Q2: 165,073 shares 165,073$27.1M5.4%-7,754Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 464,389 shares; 2024Q4: 439,309 shares; 2025Q1: 434,199 shares; 2025Q2: 430,459 shares 430,459$26.6M5.31%-3,740Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 186,850 shares; 2024Q4: 186,791 shares; 2025Q1: 197,437 shares; 2025Q2: 195,110 shares 195,110$26.5M5.29%-2,327Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,902 shares; 2024Q4: 96,717 shares; 2025Q1: 98,158 shares; 2025Q2: 95,161 shares 95,161$26.2M5.23%-2,997Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,129 shares; 2024Q4: 84,612 shares; 2025Q1: 84,352 shares; 2025Q2: 82,208 shares 82,208$25.4M5.06%-2,144Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,255 shares; 2024Q4: 74,018 shares; 2025Q1: 73,007 shares; 2025Q2: 71,366 shares 71,366$25.3M5.05%-1,641Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 474,212 shares; 2024Q4: 449,356 shares; 2025Q1: 450,279 shares; 2025Q2: 445,219 shares 445,219$24.6M4.91%-5,060Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,362 shares; 2024Q4: 44,281 shares; 2025Q1: 44,301 shares; 2025Q2: 43,769 shares 43,769$24.6M4.91%-532Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,442 shares; 2024Q4: 137,531 shares; 2025Q1: 137,413 shares; 2025Q2: 137,672 shares 137,672$24.3M4.84%+259Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 519,689 shares; 2024Q4: 512,804 shares; 2025Q1: 517,934 shares; 2025Q2: 516,668 shares 516,668$23.4M4.67%-1,266Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,437 shares; 2024Q4: 127,814 shares; 2025Q1: 150,508 shares; 2025Q2: 150,762 shares 150,762$23M4.59%+254Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,901 shares 55,901$22.7M4.52%newTimeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,254 shares; 2024Q4: 653,444 shares; 2025Q1: 784,467 shares; 2025Q2: 796,840 shares 796,840$19.3M3.85%+12,373Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530,236 shares; 2025Q2: 556,760 shares 556,760$18.8M3.75%+26,524Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares 17$12.4M2.47%0Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,110 shares; 2024Q4: 75,110 shares; 2025Q1: 75,110 shares; 2025Q2: 75,110 shares 75,110$9.02M1.8%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 9,001 shares; 2025Q1: 8,987 shares; 2025Q2: 8,897 shares 8,897$4.32M0.86%-90Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,998 shares; 2024Q4: 13,040 shares; 2025Q1: 13,065 shares; 2025Q2: 13,065 shares 13,065$2.68M0.53%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,922 shares; 2024Q4: 54,842 shares; 2025Q1: 54,842 shares; 2025Q2: 54,842 shares 54,842$2.48M0.49%0Timeline
GHIGREYSTONE HOUSING IMPACT INVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,538 shares; 2024Q4: 56,731 shares; 2025Q1: 56,772 shares; 2025Q2: 120,189 shares 120,189$1.36M0.27%+63,417Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,848 shares; 2024Q4: 16,848 shares; 2025Q1: 16,848 shares; 2025Q2: 16,848 shares 16,848$1.19M0.24%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,469 shares; 2025Q1: 2,482 shares; 2025Q2: 2,386 shares 2,386$1.19M0.24%-96Timeline
MFAMFA FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,501 shares; 2024Q4: 32,501 shares; 2025Q1: 103,225 shares; 2025Q2: 103,225 shares 103,225$977K0.19%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,080 shares; 2024Q4: 7,080 shares; 2025Q1: 7,067 shares; 2025Q2: 6,580 shares 6,580$785K0.16%-487Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,538 shares; 2025Q2: 2,529 shares 2,529$733K0.15%-9Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares 4,492$716K0.14%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 990 shares; 2025Q1: 944 shares; 2025Q2: 946 shares 946$584K0.12%+2Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares 1,918$559K0.11%0Timeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares 3,217$534K0.11%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,398 shares 3,398$487K0.1%-240Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares 3,335$411K0.08%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,819 shares; 2024Q4: 2,819 shares; 2025Q1: 2,833 shares; 2025Q2: 2,819 shares 2,819$372K0.07%-14Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,690 shares; 2025Q1: 1,918 shares; 2025Q2: 2,023 shares 2,023$368K0.07%+105Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 648 shares; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares 648$357K0.07%0Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,631 shares; 2024Q4: 1,631 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares 1,631$357K0.07%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares 430$317K0.06%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 886 shares 886$281K0.06%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 301 shares 301$235K0.05%0Timeline
NGDNEW GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,660 shares; 2024Q4: 22,660 shares; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares 22,660$112K0.02%0Timeline

How Q2 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001308778-25-000004 base2025-08-11acceptance time not in the bulk data set