Institutional Fund
America First Investment Advisors, LLC
Omaha, NECIK 13087785 filings on record
Portfolio Value
$536.47M
Q1 2026
Holdings
41
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-2.3%
from $549.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr8.3%
- Johnson & Johnson6.4%
- Alphabet Inc5.5%
- Schlumberger Ltd5.5%
- Enbridge Inc5.3%
- Franco Nev Corp5.2%
- Other63.8%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 537.0K | $44.34M | 8.3% | +31.7K | Added |
| 2 | Johnson & Johnson | 140.2K | $34.26M | 6.4% | −5.5K | Reduced |
| 3 | Alphabet Inc | 103.2K | $29.68M | 5.5% | −2.6K | Reduced |
| 4 | Schlumberger Ltd | 572.8K | $29.44M | 5.5% | −7.6K | Reduced |
| 5 | Enbridge Inc | 522.3K | $28.28M | 5.3% | −1.8K | Reduced |
| 6 | Franco Nev Corp | 113.9K | $28.13M | 5.2% | −32.6K | Reduced |
| 7 | Cme Group Inc | 95.1K | $28.09M | 5.2% | −777 | Reduced |
| 8 | Royal Gold Inc | 107.3K | $27.30M | 5.1% | −38.2K | Reduced |
| 9 | Thermo Fisher Scientific Inc | 52.8K | $25.97M | 4.8% | −472 | Reduced |
| 10 | Amazon Com Inc | 123.8K | $25.78M | 4.8% | +1.8K | Added |
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