America First Investment Advisors, LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, America First Investment Advisors, LLC opened 5 positions, added to 13, reduced 10, sold out of 1 and left 13 unchanged. The largest increase in value was VRSK (+$23,504,606); the largest decrease was PFE (-$25,220,050).
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 2026-03-31 103,219; Shares 2026-06-30 101,223.
- FNV: Country of operation —; Class COM; Shares 2026-03-31 113,864; Shares 2026-06-30 113,625.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 123,774; Shares 2026-06-30 122,618.
- SLB: Country of operation —; Class COM STK; Shares 2026-03-31 572,791; Shares 2026-06-30 565,988.
Two Form 13F-HR filings compared (SEC CIK 1308778): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Clayton, Dubilier & Rice, LLC | United States | $0.536B | 2 |
| Global View Capital Management LLC | United States | $0.537B | 137 |
| Requisite Capital Management, LLC | United States | $0.537B | 114 |
| CADINHA & CO LLC | United States | $0.537B | 103 |
| Trust Co of Tennessee | United States | $0.537B | 8 |
| M. Kulyk & Associates, LLC | United States | $0.536B | 119 |
| Hazelview Securities Inc. | Canada | $0.537B | 45 |
| BANC FUNDS CO LLC | United States | $0.537B | 97 |
| Gibson Capital, LLC | United States | $0.537B | 132 |
| CORRECT CAPITAL WEALTH MANAGEMENT | United States | $0.536B | 109 |