America First Investment Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), America First Investment Advisors, LLC reported 42 stock positions worth $457.6 million. Its top holding was iShares 1-3 Year Treasury Bo (SHY) at 8.2% of the portfolio, followed by Palantir Technologies Class A (PLTR, 7.7%) and Amazon.com (AMZN, 6.2%). Compared with Q3 2024, it added to 7 and reduced 18. The biggest buy was iShares 1-3 Year Treasury Bo (SHY, shares +10%) and the biggest sale Royal Gold (RGLD, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001308778
- Portfolio Value
- $457.6M (Q4 2024)
- SEC Filing
- 0001308778-25-000002 ↗ filed Feb 12, 2025
Holdings Value
Holdings 42 stocks · $457.6M
| SHY iShares 1-3 Year Treasury Bo | 8.19% | 457,058 | $37.5M | Add +10.0% |
| PLTR Palantir Technologies Inc. Class A | 7.68% | 464,702 | $35.1M | Reduce -46.0% |
| AMZN Amazon.com Inc. | 6.24% | 130,118 | $28.5M | Reduce -8.7% |
| GOOGL Alphabet Inc. Class A | 5.69% | 137,531 | $26.0M | Reduce -2.1% |
| BN Brookfield Corp. | 5.51% | 439,309 | $25.2M | Reduce -5.4% |
| ADP Automatic Data Processing | 5.41% | 84,612 | $24.8M | Reduce -4.0% |
| BAM Brookfield Asset Mgmt-A | 5.32% | 449,356 | $24.4M | Reduce -5.2% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 5.26% | 411,245 | $24.1M | Reduce -3.0% |
| V Visa Inc. Class A | 5.11% | 74,018 | $23.4M | Reduce -1.6% |
| MA Mastercard Inc. Class A | 5.10% | 44,281 | $23.3M | Reduce -2.4% |
| CME Cme Group Inc. | 4.91% | 96,717 | $22.5M | Reduce -1.2% |
| ENB Enbridge Inc. | 4.75% | 512,804 | $21.8M | Reduce -1.3% |
| RGLD Royal Gold Inc. | 4.63% | 160,831 | $21.2M | Reduce -1.7% |
| ABT Abbott Laboratories | 4.62% | 186,791 | $21.1M | Reduce -0.0% |
| FNV Franco-Nevada Corp. | 4.23% | 164,553 | $19.3M | Add +1.7% |
| JNJ Johnson & Johnson | 4.04% | 127,814 | $18.5M | Add +1.1% |
| PFE Pfizer Inc. | 3.79% | 653,444 | $17.3M | Add +0.5% |
| CLX Clorox Company | 2.67% | 75,110 | $12.2M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 2.53% | 17 | $11.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 9,001 | $4.1M | Reduce -2.8% |
| AAPL Apple Inc. | 0.71% | 13,040 | $3.3M | Add +63.0% |
| USB US Bancorp | 0.57% | 54,842 | $2.6M | Reduce -3.6% |
| KO The Coca-Cola Co. | 0.23% | 16,848 | $1.0M | No change |
| MSFT Microsoft Corp. | 0.23% | 2,469 | $1.0M | Reduce -3.9% |
| PSX Phillips 66 | 0.18% | 7,080 | $807K | No change |
| PG The Procter & Gamble Co. | 0.16% | 4,492 | $753K | No change |
| JPM JPMorgan Chase & Co. | 0.13% | 2,529 | $606K | No change |
| GHI Greystone Housing Impact Inv | 0.13% | 56,731 | $581K | Reduce -51.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 990 | $580K | Reduce -7.0% |
| HSY The Hershey Co. | 0.12% | 3,217 | $545K | No change |
| CVX Chevron Corp. | 0.12% | 3,638 | $527K | No change |
| GD General Dynamics Corp. | 0.11% | 1,918 | $505K | No change |
| PEP Pepsico Inc. | 0.09% | 2,819 | $429K | No change |
| TSLA Tesla Inc. | 0.08% | 886 | $358K | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 648 | $331K | No change |
| MFA Mfa Financial Inc. | 0.07% | 32,501 | $331K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,690 | $296K | Add +5.6% |
| MU Micron Technology Inc. | 0.06% | 3,335 | $281K | No change |
| ORCL Oracle Corp. | 0.06% | 1,631 | $272K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 430 | $252K | No change |
| LLY Eli Lilly & Co. | 0.05% | 301 | $232K | No change |
| NGD New Gold Inc. | 0.01% | 22,660 | $56K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| RGLD Royal Gold Inc. | Reduce -1.7% | 4.63% | −0.52 |
| GHI Greystone Housing Impact Inv | Reduce -51.3% | 0.13% | −0.24 |
| ABT Abbott Laboratories | Reduce -0.0% | 4.62% | −0.16 |
| WRB WR Berkley Corp. | Reduce -3.0% | 5.26% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.89% | −0.06 |
| ADP Automatic Data Processing | Reduce -4.0% | 5.41% | −0.06 |
| BN Brookfield Corp. | Reduce -5.4% | 5.51% | −0.02 |
| MSFT Microsoft Corp. | Reduce -3.9% | 0.23% | −0.02 |
| USB US Bancorp | Reduce -3.6% | 0.57% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.0% | 0.13% | −0.01 |
| ENB Enbridge Inc. | Reduce -1.3% | 4.75% | +0.02 |
| CME Cme Group Inc. | Reduce -1.2% | 4.91% | +0.06 |
| MA Mastercard Inc. Class A | Reduce -2.4% | 5.10% | +0.07 |
| AMZN Amazon.com Inc. | Reduce -8.7% | 6.24% | +0.28 |
| BAM Brookfield Asset Mgmt-A | Reduce -5.2% | 5.32% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 5.69% | +0.46 |
| V Visa Inc. Class A | Reduce -1.6% | 5.11% | +0.47 |
| PLTR Palantir Technologies Inc. Class A | Reduce -46.0% | 7.68% | +0.49 |
Portfolio Buys Q3 2024 → Q4 2024
| SHY iShares 1-3 Year Treasury Bo | Add +10.0% | 8.19% | +0.44 |
| AAPL Apple Inc. | Add +63.0% | 0.71% | +0.30 |
| TSLA Tesla Inc. | Add +7.5% | 0.08% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +5.6% | 0.06% | +0.00 |
| FNV Franco-Nevada Corp. | Add +1.7% | 4.23% | −0.28 |
| PFE Pfizer Inc. | Add +0.5% | 3.79% | −0.43 |
| JNJ Johnson & Johnson | Add +1.1% | 4.04% | −0.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 45 | $538.9M | SHY, GOOGL, JNJ, AMZN, ENB |
| Q1 2026 | 41 | $536.5M | SHY, JNJ, GOOGL, SLB, ENB |
| Q4 2025 | 42 | $549.1M | SHY, GOOGL, RGLD, TMO, FNV |
| Q3 2025 | 44 | $538.3M | SHY, FNV, GOOGL, RGLD, WRB |
| Q2 2025 | 43 | $501.4M | SHY, WRB, RGLD, AMZN, FNV |
| Q1 2025 | 42 | $474.1M | SHY, WRB, FNV, RGLD, ABT |
| Q4 2024 | 42 | $457.6M | SHY, PLTR, AMZN, GOOGL, BN |
| Q3 2024 | 42 | $445.6M | SHY, PLTR, AMZN, BN, ADP |
| Q2 2024 | 80 | $406.2M | SHY, PLTR, AMZN, GOOGL, WRB |
| Q1 2024 | 85 | $411.3M | SHY, PLTR, GOOGL, AMZN, WRB |