America First Investment Advisors, LLC
Top Portfolio Positions
38 positions ·
$485,940,220 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JNJ |
Johnson & Johnson
Healthcare
|
140,160 | $34,260,710 | 7.05% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
103,219 | $29,681,655 | 6.11% | |
| SLB |
Slb Limited/Nv
Energy
|
572,791 | $29,435,729 | 6.06% | |
| ENB |
Enbridge Inc
Energy
|
522,260 | $28,275,156 | 5.82% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
113,864 | $28,130,101 | 5.79% | |
| CME |
Cme Group Inc.
Financial Services
|
95,104 | $28,088,966 | 5.78% | |
| RGLD |
Royal Gold Inc
Basic Materials
|
107,269 | $27,298,887 | 5.62% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
52,828 | $25,966,546 | 5.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
123,774 | $25,778,410 | 5.30% | |
| PFE |
Pfizer Inc
Healthcare
|
898,150 | $25,220,052 | 5.19% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RGLD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,298,887 | 107,269 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $32,325,856 | 145,422 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $30,758,541 | 153,348 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,622,108 | 155,320 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $26,951,353 | 164,830 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $21,205,567 | 160,831 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $22,962,760 | 163,669 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,483,310 | 163,657 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,741,746 | 162,070 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $19,267,234 | 159,286 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,897,006 | 158,911 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $18,083,818 | 157,552 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $20,577,194 | 158,640 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $17,887,762 | 158,692 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,647,084 | 156,119 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $15,035,585 | 140,809 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $19,955,517 | 141,248 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $14,704,570 | 139,764 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $12,621,199 | 132,173 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $15,196,636 | 133,187 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $13,839,286 | 128,594 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $13,909,016 | 130,773 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $16,328,459 | 135,878 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $17,385,406 | 139,844 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $12,364,654 | 140,972 | Shares | Sole | 2020-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||