Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

America First Investment Advisors, LLC

Quarter ended Q1 2023 · Filed January 31, 2023 · Accession 0001308778-23-000002

Total Value
$338,973
Positions
94
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (94)

#IssuerTicker / CUSIPSharesValue% of Filing
1WR Berkley Corp.WRB-PH288,700$20,9516.18%
2Automatic Data ProcessinADP87,520$20,9056.17%
3Pfizer Inc.PFE396,885$20,3366.00%
4SLBSLB353,125$18,8785.57%
5Franco-Nevada Corp.FNV137,149$18,7185.52%
6Royal Gold Inc.RGLD158,692$17,8885.28%
7Abbott LaboratoriesABLZF162,777$17,8715.27%
8Johnson & JohnsonJNJ100,926$17,8295.26%
9Alphabet Inc. - Cl AGOOG187,557$16,5484.88%
10iShares 1-3 Yr Treas.464287457202,510$16,4384.85%
11Enbridge Inc.ENNPF420,150$16,4284.85%
12Diageo PLCDGEAF91,686$16,3384.82%
13CME Group Inc.CME89,278$15,0134.43%
14Mastercard Inc.MA42,289$14,7054.34%
15Visa IncV67,719$14,0694.15%
16Brookfield Corp.11271J107396,918$12,4873.68%
17Amazon.com Inc.AMZN131,656$11,0593.26%
18Palantir Technologies InPLTR1,693,164$10,8703.21%
19Clorox Co.CLX75,110$10,5403.11%
20Berkshire Hathaway ABRK-A22$10,3123.04%
21Berkshire Hathaway BBRK-A12,535$3,8721.14%
22Brookfield Asset Managem113004105102,105$2,9270.86%
23US Bancorp.USB-PS49,670$2,1660.64%
24Greystone Housing ImpactGHI123,200$2,1440.63%
25Coca Cola Co.KO15,848$1,0080.30%
26Apple Inc.AAPL6,674$8670.26%
27Hershey Foods Corp.HSY3,327$7700.23%
28Phillips 66PSX7,198$7490.22%
29Procter & Gamble7427181094,492$6810.20%
30Chevron Corp.CVX3,378$6060.18%
31Pepsico Inc.PEP2,819$5090.15%
32Microsoft Corp.MSFT1,972$4730.14%
33iShares TIPS Bond4642871763,899$4150.12%
34General Dynamics Corp.GD1,662$4120.12%
35SPDR S&P 500SPY941$3600.11%
36JP Morgan Chase & Co.VYLD2,100$2820.08%
37Invesco S&P 500 Equal WeIVZ1,983$2800.08%
38MFA Financial Inc.55272X60720,838$2050.06%
39Micron Technology Inc.MU3,335$1670.05%
40ConocoPhillipsCOP1,249$1470.04%
41Tesla Inc.TSLA1,110$1370.04%
42Merck & Co Inc.MRK1,149$1270.04%
43Diamondback EnergyFANG827$1130.03%
44Walt Disney Co.2546871061,243$1080.03%
45Oracle Corp.ORCL-PD1,153$940.03%
46Charles Schwab Corp.SCHW-PJ1,000$830.02%
47ONEOK Inc.OKE1,200$790.02%
48Agnico Eagle Mines LtdAEM1,490$770.02%
49Mondelez Intl Inc Cl A6092071051,150$770.02%
50Union Pacific Corp.UNP290$600.02%
51Thermo Fisher ScientificTMO100$550.02%
52Medtronic Inc.MDT695$540.02%
53Archer-Daniels-MidlandADM581$540.02%
54AbbVie IncABBV300$480.01%
55McDonalds Corp.MCD180$470.01%
56MetLife Inc.MET-PF530$380.01%
57Netflix Inc.NFLX128$380.01%
58SPDR Energy Select Secto81369Y506360$310.01%
59Williams Cos. Inc.969457100883$290.01%
60Wells Fargo Co.949746101561$230.01%
61Occidental Petroleum Cor674599105358$230.01%
62Tyson Foods Inc.TSN350$220.01%
63New Gold Inc.64453510622,660$220.01%
64Xylem Inc.XYL200$220.01%
65Reliance Steel & AluminuRS100$200.01%
66Universal Display CorpOLED183$200.01%
67iShares Trust MSCI Denma46429B523200$190.01%
68Wheaton Precious Metals WPM480$190.01%
69CVS Corp.CVS190$180.01%
70iShares Russell Midcap G464287481202$170.01%
71GlaxoSmithKline PlcGLAXF400$140.00%
72Emerson Electric Co.EMR150$140.00%
733M Co.MMM106$130.00%
74Invesco Global Water ETFIVZ400$130.00%
75Invesco Russell 1000 EquIVZ282$110.00%
76Omega Healthcare Investo681936100400$110.00%
77AT&T Inc.T-PC541$100.00%
78Verizon CommunicationsVZ253$100.00%
79Sealed Air Corp.SE200$100.00%
80Fresenius Medical Care AFMCQF538$90.00%
81Devon Energy Corp.25179M103151$90.00%
82Crown Castle Intl Corp.CCI62$80.00%
83Paramount Global92556H206432$70.00%
84Booking Holdings Inc.BKNG3$60.00%
85Cardiff Oncology IncCRDF4,000$60.00%
86Meta Platforms, Inc.META40$50.00%
87Haleon PLC ADRHLNCF500$40.00%
88Organon & CoOGN109$30.00%
89Goldman Sachs Group Inc.GSCE10$30.00%
90Albemarle Corp.ALB-PA15$30.00%
91Kinder Morgan Inc.EP-PC160$30.00%
92Zoetis Inc. Cl AZTS23$30.00%
93Warner Bros Discovery InWBD61$10.00%
94Fifth Third Bancorp.FITBM6$00.00%