America First Investment Advisors: Q2 2026 Stock Activity Analysis
This report details observable stock purchases and sales by America First Investment Advisors during the second quarter of 2026, based on available data.
As reported for America First Investment Advisors, a significant portfolio valued at $537.8 million as of June 30, 2026, the investment firm showed activity in several holdings during Q2.
The data indicates notable selling activities for certain stocks held by America First Investment Advisors. The firm reduced its position in SHY (ISHares TR (SHY)) by 0.27%, decreasing shares slightly from the previous quarter. Similarly, GOOGL (Alphabet Inc) saw a reduction of approximately 1.93% in its allocation during Q2. Johnson & Johnson (JNJ) also experienced a decrease, with America First Investment Advisors reducing shares by 0.86%.
In contrast to these sales, the portfolio data reveals several instances of new purchases or increased positions during Q2. VERISK ANALYTICS INC (VRSK) was added with a fresh position representing approximately 4.36% of the total portfolio value (VERISK Analytics Inc). A significant increase in shares for SLB LIMITED (SLB), or SLB Limited, was noted, with a 1.19% change from the prior period and an allocation of about 4.88%. Additionally, new positions were initiated in CSCO (Cisco Systems Inc), WMT (Wal-Mart Inc), and SBUX (Starbucks Corp). These additions, along with the increase in SLB, contributed to diversification.
The overall portfolio allocation shows America First Investment Advisors holding 44 distinct positions. The top five holdings accounted for approximately 32% of the total value, highlighting a concentrated strategy despite recent changes in specific allocations.
The Q2 activity also reflects shifts within sectors. Financial Services saw reductions from prior period holdings like WRB (Berkeley W R Corp) and BRK-B (Berkshire Hathaway Inc. Class B), while also gaining new positions like FI (FISERV INC) which increased its Technology allocation.