America First Investment Advisors
America First Investment Advisors reported 45 stocks worth $539M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SHY (8.2%), GOOGL (6.7%) and JNJ (6.5%). Compared with Q1 2026, the fund opened new positions in VRSK, CSCO and WMT, added to WRB, TMO and ADP, trimmed SHY, GOOGL and JNJ and sold out of PFE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SHY Ishares 1-3 Year Treasry | $44M | 8.2% | 536K | −1,452 (−0%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $36.2M | 6.7% | 101K | −1,996 (−2%) | 8 of 8 | |
| 3 |  JNJ Johnson & Johnson | $35.3M | 6.5% | 139K | −1,203 (−1%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $29.2M | 5.4% | 123K | −1,156 (−1%) | 8 of 8 | |
| 5 |  ENB Enbridge Inc F | $28.2M | 5.2% | 521K | −1,539 (−0%) | 8 of 8 | |
| 6 |  WRB Berkley W R | $27.1M | 5.0% | 384K | +3,270 (+1%) | 8 of 8 | |
| 7 |  TMO Thermo Fisher Scientific Inc | $26.6M | 4.9% | 53K | +318 (+1%) | 5 of 8 | |
| 8 |  SLB Slb Limited | $26.3M | 4.9% | 566K | −6,803 (−1%) | 6 of 8 | |
| 9 |  BN Brookfield Corp Fclass A | $26.2M | 4.9% | 616K | No change | 8 of 8 | |
| 10 |  ADP Automatic Data Processing in | $25.9M | 4.8% | 116K | +1,168 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PFE Pfizer Inc | $25.2M | 898K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →America First Investment Advisors 13F FAQ
What does America First Investment Advisors own?
America First Investment Advisors reported 45 stocks worth $539M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SHY (8.2%), GOOGL (6.7%) and JNJ (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did America First Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 14 added to, 12 trimmed and 1 sold out. New positions include VRSK, CSCO and WMT. It sold all of PFE.
When will America First Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is America First Investment Advisors's portfolio worth?
The Q2 2026 filing reports $539M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.