Sign in

America First Investment Advisors, LLC

CIK:0001308778
Investment Adviser
$594M AUM
43 holdings
Omaha, NE, USA
Founded:1998
7 employees
Latest filing:Jun 30, 2025

America First Investment Advisors, LLC is an SEC-registered investment adviser headquartered in Omaha, Nebraska. Founded in 1998, the firm manages assets primarily for high net worth individuals, other individuals, and a small number of charitable organizations and corporate clients. As of 2025, the firm has approximately 7 employees and manages nearly $594 million in assets. Their focus is on long-term wealth management and investment planning for individuals and families.

Investment Strategy

America First Investment Advisors employs a disciplined, long-term investment strategy, focusing on individually managed portfolios tailored to each client's financial objectives and risk tolerance. The firm typically invests in high-quality U.S. equities and fixed income securities, emphasizing diversification and capital preservation. Portfolio decisions are driven by bottom-up research, favoring companies with strong fundamentals and growth prospects, though they maintain modest sector tilts as needed for risk management. The firm's philosophy prioritizes transparency, thoughtful asset allocation, and regular client communication.

Top Buys
T
TMOTHERMO FISHER SCIENTIFIC INC
+$22.7M
B
BNBROOKFIELD CORP
+$3.9M
A
AMZNAMAZON COM INC
+$3.2M
G
GOOGLALPHABET INC
+$3.0M
B
BAMBROOKFIELD ASSET MANAGMT LTD
+$2.8M
Top Sells
S
SLBSCHLUMBERGER LTD
-$3.3M
C
CLXCLOROX CO DEL
-$2.0M
J
JNJJOHNSON & JOHNSON
-$1.9M
B
BRK-ABERKSHIRE HATHAWAY INC DEL
-$1.2M
W
WRBBERKLEY W R CORP
-$1.1M

Top Holdings

S
SHYISHARES TR
+7.5%$37.5M
W
WRBBERKLEY W R CORP
+5.6%$28.3M
R
RGLDROYAL GOLD INC
+5.5%$27.6M
A
AMZNAMAZON COM INC
+5.4%$27.3M
F
FNVFRANCO NEV CORP
+5.4%$27.1M

Equity Positions (43)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SHY
ISHARES TR7.48%$37.5M452,822$81.85$82.86+$158.6K
W
WRB
BERKLEY W R CORP5.65%$28.3M385,565$13.97$73.47-$1.1M
R
RGLD
ROYAL GOLD INC5.51%$27.6M155,320$72.41$177.84+$670.8K
A
AMZN
AMAZON COM INC5.44%$27.3M124,295$104.06$219.39+$3.2M
F
FNV
FRANCO NEV CORP5.40%$27.1M165,073$67.93$163.92-$171.9K

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+13.8%
OPEATORS OF NONRESIDENTIAL BUILDINGS
+10.2%
SERVICES-BUSINESS SERVICES, NEC
+10.0%
FIRE, MARINE & CASUALTY INSURANCE
+9.0%
MINERAL ROYALTY TRADERS
+5.5%