Long-term investor

America First Investment Advisors, LLC @americafirstinvestmentad

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001308778).

Record

  • Tracked since 2025-06-30 (445 days), 24 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.6% · 6 months n/a · 1 year +6.4% · all +6.4%
  • Max drawdown n/a · win rate 50% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SHY · 8.2% · long · since 2025-06-30
  • GOOGL · 6.7% · long · since 2025-06-30
  • JNJ · 6.5% · long · since 2025-06-30
  • AMZN · 5.4% · long · since 2025-06-30
  • ENB · 5.2% · long · since 2025-06-30
  • WRB · 5.0% · long · since 2025-06-30
  • TMO · 4.9% · long · since 2025-06-30
  • SLB · 4.9% · long · since 2025-06-30
  • BN · 4.9% · long · since 2025-06-30
  • ADP · 4.8% · long · since 2025-06-30
  • V · 4.7% · long · since 2025-06-30
  • FNV · 4.4% · long · since 2025-06-30

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