America First Investment Advisors, LLC
•CIK: 1308778•Filing: Q4 2025
**America First Investment Advisors, LLC** manages $549M across a portfolio of 42 positions. The fund exhibits notable allocations to fixed income, evidenced by the $41.9M holding in SHY, alongside significant tech and commodity exposure. Top holdings include GOOGL ($33.1M), RGLD ($32.3M), and TMO ($30.9M), suggesting a diversified approach spanning growth technology, precious metals, and healthcare. This concentration highlights tactical positioning across defensive and secular growth sectors.
Total AUM
$549.1M
QoQ Performance
+2.0%
Positions
41
Top 10 Concentration
56.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SHY
GOOGL
RGLD
TMO
FNV
JNJ
BN
AMZN
SHY7.6%
GOOGL6.0%
RGLD5.9%
TMO5.6%
FNV5.5%
JNJ5.5%
BN5.2%
AMZN5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other49.5%
Healthcare19.4%
Financial14.6%
Technology6.7%
Consumer5.2%
Energy4.2%
Consumer Staples0.3%
ETF0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑13 increased
↓14 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022