America First Investment Advisors, LLC Portfolio Holdings by Sector
America First Investment Advisors, LLC
- $483 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Gold | Basic Materials
FNV RGLD NGD 3 stocks |
$66,034
13.67% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$49,289
10.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ PFE LLY 3 stocks |
$48,493
10.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SHY SPY QQQ RSP 4 stocks |
$40,375
8.36% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$32,889
6.81% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$29,088
6.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$27,026
5.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$26,867
5.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$26,184
5.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$26,076
5.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$25,576
5.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$24,217
5.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$19,353
4.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B 2 stocks |
$17,195
3.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CLX PG 2 stocks |
$9,951
2.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,329
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$2,650
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1,694
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,512
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
MFA 1 stocks |
$948
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$895
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$797
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD 1 stocks |
$654
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$601
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
MU 1 stocks |
$558
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$527
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$413
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|