America First Investment Advisors, LLC Portfolio Holdings
America First Investment Advisors, LLC
- $449 Million
- Q2 2025
America First Investment Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $449 Million distributed in 43 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $37.5M, Berkley W R Corp with a value of $28.3M, Royal Gold Inc with a value of $27.6M, Amazon Com Inc with a value of $27.3M, and Franco Nevada Corp with a value of $27.1M.
Examining the 13F form we can see an increase of $20M in the current position value, from $429M to 449M.
Below you can find more details about America First Investment Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$449 Million
Financial Services: $124 Million
Healthcare: $91.8 Million
Basic Materials: $54.8 Million
Energy: $43.5 Million
ETFs: $38.8 Million
Consumer Cyclical: $27.6 Million
Industrials: $25.9 Million
Communication Services: $24.6 Million
Other: $17.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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