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America First Investment Advisors, LLC
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.
Latest 13F Filing Activity
America First Investment Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $501M. The fund increased holdings in Thermo Fisher Scientific Inc., Brookfield Corp., Amazon Com Inc. among other positions. America First Investment Advisors, LLC reduced exposure to Schlumberger LTD, Clorox Co. Del, Johnson & Johnson among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHY | ISHARES TR | 7.48% | $37.5M | 452,822 | $81.85 | $82.86 | +$158.6K |
W WRB | BERKLEY W R CORP | 5.65% | $28.3M | 385,565 | $13.97 | $73.47 | -$1.1M |
R RGLD | ROYAL GOLD INC | 5.51% | $27.6M | 155,320 | $72.41 | $177.84 | +$670.8K |
A AMZN | AMAZON COM INC | 5.44% | $27.3M | 124,295 | $104.06 | $219.39 | +$3.2M |
F FNV | FRANCO NEV CORP | 5.40% | $27.1M | 165,073 | $67.93 | $163.92 | -$171.9K |
Industry Allocation
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