13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001308778
Total reported value
$538.9M
$538.9M
42 檔
28.3%
During the Q4 2024 filing period, America First Investment Advisors, LLC (CIK: 0001308778) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $538.9M across 42 reported positions.
During Q4 2024, America First Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 8.19% | -0.11% | +10.03% | |
| 2 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 7.68% | — | -46.05% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.24% | +0.61% | -8.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.69% | +1.18% | -2.07% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 5.52% | +0.22% | -5.40% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 5.41% | +0.47% | -3.99% | |
| 7 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 5.32% | +0.02% | -5.24% | |
| 8 | WRB | Wr Berkley CORP | Stock-Financials | 5.26% | +0.32% | -3.04% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 5.11% | +0.57% | -1.64% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 5.10% | +0.15% | -2.38% | |
| 11 | CME | Cme Group Inc | Stock-Financials | 4.91% | -1.31% | -1.21% | |
| 12 | ENB | Enbridge Inc | Stock-Energy | 4.75% | -0.03% | -1.32% | |
| 13 | RGLD | Royal Gold Inc | Stock-Materials | 4.63% | -1.11% | -1.73% | |
| 14 | ABT | Abbott Laboratories | Stock-Healthcare | 4.62% | -0.22% | -0.03% | |
| 15 | FNV | Franco-nevada CORP | Stock-Materials | 4.23% | -0.84% | +1.72% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.04% | +0.16% | +1.09% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 3.79% | -4.70% | EXIT | |
| 18 | CLX | Clorox Company | Stock-Consumer Staples | 2.67% | -0.12% | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.53% | +0.32% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.12% | -2.80% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.05% | +63.04% | |
| 22 | USB | US Bancorp | Stock-Financials | 0.57% | +0.08% | -3.65% | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | +0.01% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | -3.89% | |
| 25 | PSX | Phillips 66 | Stock-Energy | 0.18% | -0.01% | — | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.01% | — | |
| 28 | GHI | Greystone Housing Impact Inv | Stock-Other | 0.13% | — | -51.32% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | +0.01% | -6.95% | |
| 30 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.12% | -0.02% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.04% | — | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.11% | +0.01% | — | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.01% | — | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | +0.01% | +7.52% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.07% | — | — | |
| 36 | MFA | Mfa Financial Inc | Stock-Other | 0.07% | — | — | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.06% | +0.02% | +5.56% | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.06% | +0.50% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.06% | — | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | — | |
| 42 | NGDN | New Gold Inc | Stock-Other | 0.01% | — | — |
According to official SEC Form 13F filings, America First Investment Advisors, LLC reported a total U.S. public equity portfolio value of $538.9M across 42 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SHY, PLTR, AMZN) accounted for 28.3% of total reported equity market value during Q4 2024.
During Q4 2024, America First Investment Advisors, LLC's top holdings by market value included SHY (8.2%)、PLTR (7.7%)、AMZN (6.2%). The largest single position, SHY, represented 8.2% of total portfolio value.
In Q4 2024, America First Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.