America First Investment Advisors, LLC: 13F holdings
CIK 13087782026Q2
| Positions | 45 |
|---|---|
| Reported value | $538.9m |
| Filed | 2026-08-05 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SHY ISHARES TR | 535,584 | $44.0m | 8.2% |
| GOOGL ALPHABET INC | 101,223 | $36.2m | 6.7% |
| JNJ JOHNSON & JOHNSON | 138,957 | $35.3m | 6.5% |
| AMZN AMAZON COM INC | 122,618 | $29.2m | 5.4% |
| ENB ENBRIDGE INC | 520,721 | $28.2m | 5.2% |
| WRB BERKLEY W R CORP | 383,605 | $27.1m | 5.0% |
| TMO THERMO FISHER SCIENTIFIC INC | 53,146 | $26.6m | 4.9% |
| SLB SLB LIMITED | 565,988 | $26.3m | 4.9% |
| BN BROOKFIELD CORP | 616,181 | $26.2m | 4.9% |
| ADP AUTOMATIC DATA PROCESSING IN | 115,688 | $25.9m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1308778")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.