Fund HoldingsAmerica First Investment Advisors, LLC

Total Portfolio Value
$382.53M
Total Bought
$19.77M
Total Sold
$18.10M
Net Transaction
+$1.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Brookfield Asset Managem(BAM)338,692397,986+59,29411,29215,9874.18%+4,695
Brookfield Corp.(BN)438,255453,856+15,60113,70418,2094.76%+4,504
Amazon.com Inc.(AMZN)157,864156,536-1,32820,06823,7846.22%+3,716
Abbott Laboratories167,723171,432+3,70916,24418,8704.93%+2,626
Royal Gold Inc.(RGLD)158,911159,286+37516,89719,2675.04%+2,370
Visa Inc.(V)71,67471,666-816,48618,6584.88%+2,172
WR Berkley Corp.289,302288,749-55318,36820,4205.34%+2,053
Enbridge Inc.(ENB)442,390463,641+21,25114,83816,7004.37%+1,863
Alphabet Inc. - Cl A(GOOG)189,999188,353-1,64624,86326,3116.88%+1,448
Mastercard Inc.(MA)44,24344,209-3417,51618,8564.93%+1,339
CME Group Inc.(CME)93,39193,073-31818,69919,6015.12%+903
Clorox Co.(CLX)75,11075,11009,84410,7102.80%+866
Johnson & Johnson(JNJ)104,231108,133+3,90216,23416,9494.43%+715
US Bancorp.(USB)56,92256,92201,8822,4640.64%+582
Berkshire Hathaway A2222011,69211,9383.12%+245
Apple Inc.(AAPL)8,3668,36601,4321,6110.42%+178
Microsoft Corp.(MSFT)2,6282,568-608309660.25%+136
Phillips 66(PSX)7,0807,08008519430.25%+92
General Dynamics Corp.(GD)1,9181,91804244980.13%+74
JP Morgan Chase & Co.(JPM)2,5292,52903674300.11%+63
Invesco S&P 500 Equal We
S&P500 EQL WGT
2,1782,323+1453093670.10%+58
Micron Technology Inc.(MU)3,3353,33502272850.07%+58
SPDR S&P 500(SPY)1,0981,102+44695240.14%+55
Coca-Cola Co.(KO)16,84816,84809439930.26%+50
TotalEnergies SE(TTE)0717+7170480.01%+48
Taiwan Semiconductor Co.(TSM)0353+3530370.01%+37
Shell PLC(SHEL)0551+5510360.01%+36
Invesco QQQ64864802322650.07%+33
Meta Platforms, Inc.(META)44044001321560.04%+24
iShares TIPS Bond4,5644,56404734910.13%+17
Agnico Eagle Mines Ltd(AEM)1,4901,490068820.02%+14
Netflix Inc.(NFLX)128128048620.02%+14
Eli Lilly & Co.(LLY)30130101621750.05%+14
ASML Holding NV
N Y REGISTRY SHS
7878046590.02%+13
New Gold Inc.22,66022,660021330.01%+12
Capital One Financial Co(COF)326326032430.01%+11
Union Pacific Corp.(UNP)249249051610.02%+10
Walt Disney Co.(DIS)1,0011,001081900.02%+9
iShares MSCI Europe Fina4,2334,233080890.02%+9
Greystone Housing Impact125,047115,582-9,4651,9321,9410.51%+9
ONEOK Inc.(OKE)1,2001,200076840.02%+8
Merck & Co Inc.(MRK)1,1491,14901181250.03%+7
Home Depot Inc.(HD)150150045520.01%+7
Morgan Stanley(MS)556556045520.01%+6
Xylem Inc.(XYL)200200018230.01%+5
Caterpillar Inc.(CAT)192192052570.01%+4
Veralto Corp(VLTO)044+44040.00%+4
Mondelez Intl Inc Cl A(MDLZ)1,1501,150080830.02%+3
Freeport-McMoran Inc.(FCX)621621023260.01%+3
The Procter & Gamble Co.(PG)4,4924,49206556580.17%+3
Nike Inc. - CL B(NKE)224224021240.01%+3
Wells Fargo Co.(WFC)341341014170.00%+3
Medtronic Inc.(MDT)695695054570.01%+3
iShares Russell Mid-Cap202202018210.01%+3
McDonalds Corp.(MCD)7676020230.01%+3
iShares MSCI Denmark ETF
MSCI DENMARK ETF
200200020220.01%+2
Thermo Fisher Scientific(TMO)8484043450.01%+2
Reliance Steel & Aluminu(RS)100100026280.01%+2
MetLife Inc.(MET)530530033350.01%+2
Boston Scientific Corp.(BSX)311311016180.00%+2
Invesco Russell 1000 Equ346346014150.00%+1
Crown Castle Intl Corp.(CCI)62620670.00%+1
Verizon Communications I(VZ)25325308100.00%+1
Stryker Corp.(SYK)5151014150.00%+1
AbbVie Inc(ABBV)201201030310.01%+1
Starbucks Corp.(SBUX)244244022230.01%+1
Tyson Foods Inc.(TSN)350350018190.00%+1
Pepsico Inc.(PEP)2,8192,81904784790.13%+1
Williams Cos. Inc.(WMB)883883030310.01%+1
Paramount Global4324320660.00%+1
Sealed Air Corp.2002000770.00%+1
American Electric Power06+6000.00%0
AT&T Inc.(T)2542540440.00%0
Cardiff Oncology Inc4,0004,0000660.00%0
GlaxoSmithKline Plc(GSK)400400015150.00%0
Warner Bros Discovery In(WBD)61610110.00%0
Haleon PLC(HLN)5005000440.00%-0
Devon Energy Corp.(DVN)1511510770.00%-0
Fresenius Medical Care A(FMS)538538012110.00%-0
Oracle Corp.(ORCL)1,6311,63101731720.04%-1
Walmart Inc.(WMT)371371059580.02%-1
Occidental Petroleum Cor(OXY)358358023210.01%-2
Archer-Daniels-Midland581581044420.01%-2
Tesla Inc.(TSLA)1,1101,11002782760.07%-2
Danaher Corp.(DHR)134134033310.01%-2
SPDR Energy Select Secto
ST STR ENERG ETF
360360033300.01%-2
Exxon Mobil Corp.191191022190.00%-3
ConocoPhillips(COP)1,0001,00001201160.03%-4
Charles Schwab Corp.(SCHW)665325-34037220.01%-14
Taiwan Semiconductor Co.(TSM)3530-353310-31
Shell PLC(SHEL)5510-551350-35
Berkshire Hathaway B12,45812,105-3534,3644,3171.13%-47
TotalEnergies SE(TTE)7170-717470-47
Hershey Foods Corp.(HSY)3,5753,57507156670.17%-49
Chevron Corp.(CVX)3,7483,74806325590.15%-73
Pfizer Inc.(PFE)420,981481,082+60,10113,96413,8503.62%-114
iShares 1-3 Year Treasur358,616350,734-7,88229,03728,7747.52%-263
Automatic Data Processin87,18987,067-12220,97620,2845.30%-692
MFA Financial Inc.(MFA)123,85632,501-91,3551,1903660.10%-824
Franco-Nevada Corp.(FNV)136,963141,105+4,14218,28315,6364.09%-2,647
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