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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 2024 · Filed April 22, 2024 · Accession 0001308778-24-000002

Total Value
$411.3M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares 1-3 Year Treasur464287457360,451$29.5M7.17%
2Palantir Technologies InPLTR1,222,940$28.1M6.84%
3Alphabet Inc. - Cl AGOOG185,621$28.0M6.81%
4Amazon.com Inc.AMZN152,638$27.5M6.69%
5WR Berkley Corp.WRB-PH285,069$25.2M6.13%
6Automatic Data ProcessinADP87,064$21.7M5.29%
7Mastercard Inc.MA44,171$21.3M5.17%
8Visa Inc.V71,766$20.0M4.87%
9CME Group Inc.CME92,964$20.0M4.87%
10Royal Gold Inc.RGLD162,070$19.7M4.80%
11Abbott LaboratoriesABLZF171,959$19.5M4.75%
12Brookfield Corp.11271J107457,154$19.1M4.65%
13Brookfield Asset Managem113004105427,358$18.0M4.37%
14Franco-Nevada Corp.FNV150,040$17.9M4.35%
15Johnson & JohnsonJNJ111,825$17.7M4.30%
16Enbridge Inc.ENNPF488,295$17.7M4.30%
17Pfizer Inc.PFE561,777$15.6M3.79%
18Clorox Co.CLX75,110$11.5M2.80%
19Berkshire Hathaway ABRK-A18$11.4M2.78%
20Berkshire Hathaway BBRK-A10,670$4.5M1.09%
21US Bancorp.USB-PS56,922$2.5M0.62%
22Greystone Housing ImpactGHI116,058$1.9M0.46%
23Apple Inc.AAPL7,998$1.4M0.33%
24Phillips 66PSX7,080$1.2M0.28%
25Microsoft Corp.MSFT2,569$1.1M0.26%
26Coca-Cola Co.KO16,848$1.0M0.25%
27The Procter & Gamble Co.7427181094,492$728,8270.18%
28Hershey Foods Corp.HSY3,217$625,7070.15%
29Chevron Corp.CVX3,748$591,2100.14%
30SPDR S&P 500SPY1,105$577,8230.14%
31General Dynamics Corp.GD1,918$541,8160.13%
32JP Morgan Chase & Co.VYLD2,529$506,5590.12%
33Pepsico Inc.PEP2,819$493,3530.12%
34Invesco S&P 500 Equal WeIVZ2,541$430,3690.10%
35Micron Technology Inc.MU3,335$393,1630.10%
36MFA Financial Inc.55272X60732,501$370,8360.09%
37Invesco QQQIVZ648$287,7180.07%
38Eli Lilly & Co.LLY301$234,1660.06%
39Meta Platforms, Inc.META440$213,6550.05%
40Oracle Corp.ORCL-PD1,631$204,8700.05%
41Tesla Inc.TSLA1,110$195,1270.05%
42Merck & Co Inc.MRK1,156$152,5870.04%
43ConocoPhillipsCOP1,000$127,2800.03%
44iShares MSCI Europe Fina4642891804,233$96,2580.02%
45ONEOK Inc.OKE1,200$96,2040.02%
46Agnico Eagle Mines LtdAEM1,490$88,8790.02%
47Mondelez Intl Inc Cl A6092071051,150$80,5000.02%
48Netflix Inc.NFLX128$77,7380.02%
49ASML Holding NVASMLF78$75,6970.02%
50Walt Disney Co.254687106580$70,9690.02%
51Caterpillar Inc.CAT192$70,3550.02%
52Walmart Inc.WMT1,113$66,9690.02%
53Union Pacific Corp.UNP249$61,2740.01%
54Medtronic Inc.MDT695$60,5690.01%
55Home Depot Inc.HD150$57,5400.01%
56Morgan StanleyMS-PQ556$52,3530.01%
57TotalEnergies SETTE717$49,3510.01%
58Taiwan Semiconductor Co.874039100353$48,0260.01%
59MetLife Inc.MET-PF530$39,2780.01%
60New Gold Inc.64453510622,660$38,5220.01%
61Archer-Daniels-MidlandADM581$36,4930.01%
62Williams Cos. Inc.969457100883$34,4110.01%
63SPDR Energy Select Secto81369Y506360$33,9880.01%
64Freeport-McMoran Inc.FCX621$29,1990.01%
65Occidental Petroleum Cor674599105358$23,2660.01%
66Exxon Mobil Corp.XOM191$22,2020.01%
67Cardiff Oncology IncCRDF4,000$21,3600.01%
68Tyson Foods Inc.TSN350$20,5560.00%
69Wells Fargo Co.949746101341$19,7640.00%
70Stryker Corp.SYK51$18,2510.00%
71GlaxoSmithKline PlcGLAXF400$17,1480.00%
72Invesco Russell 1000 EquIVZ346$15,9820.00%
73Verizon Communications IVZ253$10,6160.00%
74Fresenius Medical Care AFMCQF538$10,3730.00%
75Devon Energy Corp.25179M103151$7,5770.00%
76Sealed Air Corp.SE200$7,4400.00%
77Crown Castle Intl Corp.CCI62$6,5610.00%
78iShares Select Dividend46428716847$5,7890.00%
79Paramount Global92556H206432$5,0850.00%
80AT&T Inc.T-PC254$4,4700.00%
81Haleon PLCHLNCF500$4,2450.00%
82Editas Medicine Inc.EDIT150$1,1130.00%
83Warner Bros Discovery InWBD61$5330.00%
84American Electric Power0255371016$5170.00%
85Sirius XM Radio Inc.SIRI40$1550.00%