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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 2025 · Filed May 14, 2025 · Accession 0001308778-25-000003

Total Value
$474.1M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287457451,616$37.4M7.88%
2BERKLEY W R CORPWRB-PH413,318$29.4M6.20%
3FRANCO NEV CORPFNV172,827$27.2M5.74%
4ROYAL GOLD INCRGLD164,830$27.0M5.68%
5ABBOTT LABSABLZF197,437$26.2M5.52%
6CME GROUP INCCME98,158$26.0M5.49%
7AUTOMATIC DATA PROCESSING INADP84,352$25.8M5.44%
8VISA INCV73,007$25.6M5.40%
9JOHNSON & JOHNSONJNJ150,508$25.0M5.26%
10MASTERCARD INCORPORATEDMA44,301$24.3M5.12%
11AMAZON COM INCAMZN126,615$24.1M5.08%
12ENBRIDGE INCENNPF517,934$22.9M4.84%
13BROOKFIELD CORP11271J107434,199$22.8M4.80%
14SCHLUMBERGER LTDSLB530,236$22.2M4.68%
15BROOKFIELD ASSET MANAGMT LTD113004105450,279$21.8M4.60%
16ALPHABET INCGOOG137,413$21.2M4.48%
17PFIZER INCPFE784,467$19.9M4.19%
18BERKSHIRE HATHAWAY INC DELBRK-A17$13.6M2.86%
19CLOROX CO DELCLX75,110$11.1M2.33%
20BERKSHIRE HATHAWAY INC DELBRK-A8,987$4.8M1.01%
21APPLE INCAAPL13,065$2.9M0.61%
22US BANCORP DELUSB-PS54,842$2.3M0.49%
23COCA COLA COKO16,848$1.2M0.25%
24MFA FINL INC55272X607103,225$1.1M0.22%
25MICROSOFT CORPMSFT2,482$931,8160.20%
26PHILLIPS 66PSX7,067$872,6330.18%
27PROCTER AND GAMBLE CO7427181094,492$765,5270.16%
28GREYSTONE HOUSING IMPACT INVGHI56,772$699,9990.15%
29JPMORGAN CHASE & CO.VYLD2,538$622,5710.13%
30CHEVRON CORP NEWCVX3,638$608,6010.13%
31HERSHEY COHSY3,217$550,2040.12%
32SPDR S&P 500 ETF TRSPY944$528,0260.11%
33GENERAL DYNAMICS CORPGD1,918$522,8080.11%
34PEPSICO INCPEP2,833$424,7800.09%
35INVESCO EXCHANGE TRADED FD TIVZ1,918$332,2550.07%
36INVESCO QQQ TRIVZ648$303,8600.06%
37MICRON TECHNOLOGY INCMU3,335$289,7780.06%
38ELI LILLY & COLLY301$248,5990.05%
39META PLATFORMS INCMETA430$247,8350.05%
40TESLA INCTSLA886$229,6160.05%
41ORACLE CORPORCL-PD1,631$228,0300.05%
42NEW GOLD INC CDA64453510622,660$84,0690.02%