America First Investment Advisors, LLC — 13F holdings

America First Investment Advisors, LLC reported 45 holdings worth $539M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. SHY ISHARES TR — $44.0M (8.2%)
2. GOOGL ALPHABET INC — $36.2M (6.7%)
3. JNJ JOHNSON & JOHNSON — $35.3M (6.5%)
4. AMZN AMAZON COM INC — $29.2M (5.4%)
5. ENB ENBRIDGE INC — $28.2M (5.2%)
6. WRB BERKLEY W R CORP — $27.1M (5.0%)
7. TMO THERMO FISHER SCIENTIFIC INC — $26.6M (4.9%)
8. SLB SCHLUMBERGER LTD — $26.3M (4.9%)
9. BN Brookfield Corp — $26.2M (4.9%)
10. ADP AUTOMATIC DATA PROCESSING IN — $25.9M (4.8%)