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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 $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

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,403 shares; 2024Q4: 457,058 shares; 2025Q1: 451,616 shares; 2025Q2: 452,822 shares; 2025Q3: 469,851 shares; 2025Q4: 505,362 shares; 2026Q1: 537,036 shares; 2026Q2: 535,584 shares 535,584$44M8.16%-1,452Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,442 shares; 2024Q4: 137,531 shares; 2025Q1: 137,413 shares; 2025Q2: 137,672 shares; 2025Q3: 133,933 shares; 2025Q4: 105,770 shares; 2026Q1: 103,219 shares; 2026Q2: 101,223 shares 101,223$36.2M6.71%-1,996Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,437 shares; 2024Q4: 127,814 shares; 2025Q1: 150,508 shares; 2025Q2: 150,762 shares; 2025Q3: 149,681 shares; 2025Q4: 145,660 shares; 2026Q1: 140,160 shares; 2026Q2: 138,957 shares 138,957$35.3M6.55%-1,203Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,525 shares; 2024Q4: 130,118 shares; 2025Q1: 126,615 shares; 2025Q2: 124,295 shares; 2025Q3: 122,362 shares; 2025Q4: 121,965 shares; 2026Q1: 123,774 shares; 2026Q2: 122,618 shares 122,618$29.2M5.42%-1,156Timeline
ENBENBRIDGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519,689 shares; 2024Q4: 512,804 shares; 2025Q1: 517,934 shares; 2025Q2: 516,668 shares; 2025Q3: 516,782 shares; 2025Q4: 524,043 shares; 2026Q1: 522,260 shares; 2026Q2: 520,721 shares 520,721$28.2M5.24%-1,539Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,128 shares; 2024Q4: 411,245 shares; 2025Q1: 413,318 shares; 2025Q2: 385,565 shares; 2025Q3: 379,648 shares; 2025Q4: 379,387 shares; 2026Q1: 380,335 shares; 2026Q2: 383,605 shares 383,605$27.1M5.02%+3,270Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,901 shares; 2025Q3: 55,722 shares; 2025Q4: 53,300 shares; 2026Q1: 52,828 shares; 2026Q2: 53,146 shares 53,146$26.6M4.94%+318Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530,236 shares; 2025Q2: 556,760 shares; 2025Q3: 563,100 shares; 2025Q4: 580,380 shares; 2026Q1: 572,791 shares; 2026Q2: 565,988 shares 565,988$26.3M4.88%-6,803Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464,389 shares; 2024Q4: 439,309 shares; 2025Q1: 434,199 shares; 2025Q2: 430,459 shares; 2025Q3: 416,853 shares; 2025Q4: 617,483 shares; 2026Q1: 615,995 shares; 2026Q2: 616,181 shares 616,181$26.2M4.87%+186Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,129 shares; 2024Q4: 84,612 shares; 2025Q1: 84,352 shares; 2025Q2: 82,208 shares; 2025Q3: 82,512 shares; 2025Q4: 86,242 shares; 2026Q1: 114,520 shares; 2026Q2: 115,688 shares 115,688$25.9M4.81%+1,168Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,255 shares; 2024Q4: 74,018 shares; 2025Q1: 73,007 shares; 2025Q2: 71,366 shares; 2025Q3: 71,495 shares; 2025Q4: 72,836 shares; 2026Q1: 73,120 shares; 2026Q2: 73,704 shares 73,704$25.3M4.69%+584Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,765 shares; 2024Q4: 164,553 shares; 2025Q1: 172,827 shares; 2025Q2: 165,073 shares; 2025Q3: 157,936 shares; 2025Q4: 146,440 shares; 2026Q1: 113,864 shares; 2026Q2: 113,625 shares 113,625$23.7M4.4%-239Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130,923 shares 130,923$23.5M4.36%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,362 shares; 2024Q4: 44,281 shares; 2025Q1: 44,301 shares; 2025Q2: 43,769 shares; 2025Q3: 43,747 shares; 2025Q4: 44,541 shares; 2026Q1: 44,686 shares; 2026Q2: 45,228 shares 45,228$23.2M4.31%+542Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,850 shares; 2024Q4: 186,791 shares; 2025Q1: 197,437 shares; 2025Q2: 195,110 shares; 2025Q3: 195,497 shares; 2025Q4: 199,156 shares; 2026Q1: 221,538 shares; 2026Q2: 238,903 shares 238,903$21.7M4.02%+17,365Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,669 shares; 2024Q4: 160,831 shares; 2025Q1: 164,830 shares; 2025Q2: 155,320 shares; 2025Q3: 153,348 shares; 2025Q4: 145,422 shares; 2026Q1: 107,269 shares; 2026Q2: 107,569 shares 107,569$21.5M3.98%+300Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,902 shares; 2024Q4: 96,717 shares; 2025Q1: 98,158 shares; 2025Q2: 95,161 shares; 2025Q3: 94,662 shares; 2025Q4: 95,881 shares; 2026Q1: 95,104 shares; 2026Q2: 96,012 shares 96,012$21.2M3.93%+908Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372,979 shares; 2026Q1: 401,390 shares; 2026Q2: 409,492 shares 409,492$20.1M3.73%+8,102Timeline
BAMBROOKFIELD ASSET MANAGMT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,212 shares; 2024Q4: 449,356 shares; 2025Q1: 450,279 shares; 2025Q2: 445,219 shares; 2025Q3: 441,474 shares; 2025Q4: 290,524 shares; 2026Q1: 284,947 shares; 2026Q2: 285,378 shares 285,378$12.8M2.38%+431Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 16 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 10 shares 10$7.49M1.39%+2Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,110 shares; 2024Q4: 75,110 shares; 2025Q1: 75,110 shares; 2025Q2: 75,110 shares; 2025Q3: 75,110 shares; 2025Q4: 75,110 shares; 2026Q1: 75,110 shares; 2026Q2: 75,110 shares 75,110$7.17M1.33%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,260 shares; 2024Q4: 9,001 shares; 2025Q1: 8,987 shares; 2025Q2: 8,897 shares; 2025Q3: 10,201 shares; 2025Q4: 9,652 shares; 2026Q1: 9,652 shares; 2026Q2: 8,001 shares 8,001$4M0.74%-1,651Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,335 shares; 2025Q4: 3,335 shares; 2026Q1: 3,335 shares; 2026Q2: 3,335 shares 3,335$3.85M0.71%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,922 shares; 2024Q4: 54,842 shares; 2025Q1: 54,842 shares; 2025Q2: 54,842 shares; 2025Q3: 54,842 shares; 2025Q4: 54,842 shares; 2026Q1: 54,842 shares; 2026Q2: 54,842 shares 54,842$3.31M0.61%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,998 shares; 2024Q4: 13,040 shares; 2025Q1: 13,065 shares; 2025Q2: 13,065 shares; 2025Q3: 13,077 shares; 2025Q4: 8,303 shares; 2026Q1: 8,303 shares; 2026Q2: 8,156 shares 8,156$2.36M0.44%-147Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,848 shares; 2024Q4: 16,848 shares; 2025Q1: 16,848 shares; 2025Q2: 16,848 shares; 2025Q3: 16,848 shares; 2025Q4: 16,848 shares; 2026Q1: 16,848 shares; 2026Q2: 16,848 shares 16,848$1.37M0.25%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,080 shares; 2024Q4: 7,080 shares; 2025Q1: 7,067 shares; 2025Q2: 6,580 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 6,580 shares; 2026Q2: 6,580 shares 6,580$1.11M0.21%0Timeline
ZONEZONE FRONTIER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,471 shares; 2025Q4: 57,471 shares; 2026Q1: 57,471 shares; 2026Q2: 1,253,713 shares 1,253,713$1.03M0.19%+1,196,242Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,569 shares; 2024Q4: 2,469 shares; 2025Q1: 2,482 shares; 2025Q2: 2,386 shares; 2025Q3: 2,388 shares; 2025Q4: 1,820 shares; 2026Q1: 2,283 shares; 2026Q2: 2,325 shares 2,325$867K0.16%+42Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,529 shares; 2025Q1: 2,538 shares; 2025Q2: 2,529 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,529 shares; 2026Q2: 2,529 shares 2,529$828K0.15%0Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 1,918 shares; 2025Q4: 1,918 shares; 2026Q1: 1,918 shares; 2026Q2: 1,918 shares 1,918$679K0.13%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064 shares; 2024Q4: 990 shares; 2025Q1: 944 shares; 2025Q2: 946 shares; 2025Q3: 948 shares; 2025Q4: 950 shares; 2026Q1: 952 shares; 2026Q2: 908 shares 908$678K0.13%-44Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,492 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,492 shares; 2025Q4: 4,492 shares; 2026Q1: 4,492 shares; 2026Q2: 4,492 shares 4,492$659K0.12%0Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800$636K0.12%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,638 shares; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,398 shares; 2025Q3: 3,398 shares; 2025Q4: 3,792 shares; 2026Q1: 3,792 shares; 2026Q2: 3,682 shares 3,682$610K0.11%-110Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000$587K0.11%newTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,217 shares; 2024Q4: 3,217 shares; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,217 shares; 2025Q4: 3,217 shares; 2026Q1: 3,217 shares; 2026Q2: 3,217 shares 3,217$564K0.1%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,601 shares; 2024Q4: 1,690 shares; 2025Q1: 1,918 shares; 2025Q2: 2,023 shares; 2025Q3: 1,992 shares; 2025Q4: 2,427 shares; 2026Q1: 2,313 shares; 2026Q2: 2,415 shares 2,415$514K0.1%+102Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,350 shares 4,350$493K0.09%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 759 shares; 2026Q2: 749 shares 749$422K0.08%-10Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 886 shares; 2025Q3: 929 shares; 2025Q4: 929 shares; 2026Q1: 975 shares; 2026Q2: 975 shares 975$410K0.08%0Timeline
MFAMFA FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,501 shares; 2024Q4: 32,501 shares; 2025Q1: 103,225 shares; 2025Q2: 103,225 shares; 2025Q3: 103,225 shares; 2025Q4: 103,225 shares; 2026Q1: 39,725 shares; 2026Q2: 39,725 shares 39,725$385K0.07%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,819 shares; 2024Q4: 2,819 shares; 2025Q1: 2,833 shares; 2025Q2: 2,819 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,819 shares; 2026Q2: 2,819 shares 2,819$382K0.07%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,280 shares 2,280$233K0.04%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065$213K0.04%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PFEPFIZER INC898,150$25.2Mshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001308778-26-000004 base2026-08-05acceptance time not in the bulk data set