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CIK: 0001308778
Total reported value
$538.9M
$538.9M
42 檔
27.3%
At the close of Q1 2025, America First Investment Advisors, LLC disclosed equity holdings valued at approximately $538.9M, spread across 42 reported holdings.
In Q1 2025, America First Investment Advisors, LLC displayed an active expansion posture, initiating 42 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 7.88% | -0.11% | -1.19% | |
| 2 | WRB | Wr Berkley CORP | Stock-Financials | 6.20% | +0.32% | +0.50% | |
| 3 | FNV | Franco-nevada CORP | Stock-Materials | 5.74% | -0.84% | +5.03% | |
| 4 | RGLD | Royal Gold Inc | Stock-Materials | 5.68% | -1.11% | +2.49% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 5.52% | -0.22% | +5.70% | |
| 6 | CME | Cme Group Inc | Stock-Financials | 5.49% | -1.31% | +1.49% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 5.44% | +0.47% | -0.31% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.40% | +0.57% | -1.37% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.26% | +0.16% | +17.76% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 5.12% | +0.15% | +0.05% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.08% | +0.61% | -2.69% | |
| 12 | ENB | Enbridge Inc | Stock-Energy | 4.84% | -0.03% | +1.00% | |
| 13 | BN | Brookfield CORP | Stock-Financials | 4.80% | +0.22% | -1.16% | |
| 14 | SLB | Slb LTD | Stock-Energy | 4.68% | -0.61% | — | |
| 15 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 4.60% | +0.02% | +0.21% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.48% | +1.18% | -0.09% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 4.19% | -4.70% | EXIT | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.86% | +0.32% | — | |
| 19 | CLX | Clorox Company | Stock-Consumer Staples | 2.33% | -0.12% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | -0.12% | -0.16% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.05% | +0.19% | |
| 22 | USB | US Bancorp | Stock-Financials | 0.49% | +0.08% | — | |
| 23 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | +0.01% | — | |
| 24 | MFA | Mfa Financial Inc | Stock-Other | 0.22% | — | +217.61% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | — | +0.53% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 0.18% | -0.01% | -0.18% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | — | |
| 28 | GHI | Greystone Housing Impact Inv | Stock-Other | 0.15% | — | +0.07% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | +0.01% | +0.36% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.13% | -0.04% | — | |
| 31 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.12% | -0.02% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.01% | -4.65% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.11% | +0.01% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | -0.01% | +0.50% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.07% | +0.02% | +13.49% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | — | — | |
| 37 | MU | Micron Technology Inc | Stock-Tech | 0.06% | +0.50% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.05% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | — | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | +0.01% | — | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.05% | — | — | |
| 42 | NGDN | New Gold Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 2 | WRB | Wr Berkley CORP | — | NEW | New buy |
| 3 | FNV | Franco-nevada CORP | — | NEW | New buy |
| 4 | RGLD | Royal Gold Inc | — | NEW | New buy |
| 5 | ABT | Abbott Laboratories | — | NEW | New buy |
| 6 | CME | Cme Group Inc | — | NEW | New buy |
| 7 | ADP | Automatic Data Processing | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 10 | MA | Mastercard Inc - A | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | ENB | Enbridge Inc | — | NEW | New buy |
| 13 | BN | Brookfield CORP | — | NEW | New buy |
| 14 | SLB | Slb LTD | — | NEW | New buy |
| 15 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 17 | PFE | Pfizer Inc | — | NEW | New buy |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 19 | CLX | Clorox Company | — | NEW | New buy |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 21 | AAPL | Apple Inc | — | NEW | New buy |
| 22 | USB | US Bancorp | — | NEW | New buy |
| 23 | KO | Coca-cola Co/the | — | NEW | New buy |
| 24 | MFA | Mfa Financial Inc | — | NEW | New buy |
| 25 | MSFT | Microsoft CORP | — | NEW | New buy |
| 26 | PSX | Phillips 66 | — | NEW | New buy |
| 27 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 28 | GHI | Greystone Housing Impact Inv | — | NEW | New buy |
| 29 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 30 | CVX | Chevron CORP | — | NEW | New buy |
| 31 | HSY | Hershey Co/the | — | NEW | New buy |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 33 | GD | General Dynamics CORP | — | NEW | New buy |
| 34 | PEP | Pepsico Inc | — | NEW | New buy |
| 35 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 36 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 37 | MU | Micron Technology Inc | — | NEW | New buy |
| 38 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | TSLA | Tesla Inc | — | NEW | New buy |
| 41 | ORCL | Oracle CORP | — | NEW | New buy |
| 42 | NGDN | New Gold Inc | — | NEW | New buy |
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 Q1 2025.
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, WRB, FNV) accounted for 27.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SHY
市值: $37.4M
During Q1 2025, America First Investment Advisors, LLC's top holdings by market value included SHY (7.9%)、WRB (6.2%)、FNV (5.7%). The largest single position, SHY, represented 7.9% of total portfolio value.
In Q1 2025, America First Investment Advisors, LLC made 42 total portfolio adjustments, initiating 42 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.
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