America First Investment Advisors, LLC Diversified Active

CIK: 0001308778 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 16, 2019

Total Value ($000): $299,013 (100.0% shares, 0.0% debt)

Holdings (93)

SHY iShares 1-3 Yr Treas. 6.9%
Value ($000) $20,753 Shares 248,188 Est. Cost $83.44 Unrealized
CME CME Group Inc. 5.8%
Value ($000) $17,326 Shares 92,099 Est. Cost $41.23 Unrealized +245.0%
ABT Abbott Laboratories 5.7%
Value ($000) $17,088 Shares 236,253 Est. Cost $30.61 Unrealized +103.0%
CLX Clorox Co. 5.2%
Value ($000) $15,668 Shares 101,650 Est. Cost $60.00 Unrealized +110.9%
ADP Automatic Data Processin 5.1%
Value ($000) $15,354 Shares 117,100 Est. Cost $47.69 Unrealized +154.1%
EXPD Expeditors Int'l of WA 4.9%
Value ($000) $14,745 Shares 216,546 Est. Cost $34.99 Unrealized +83.8%
RGLD Royal Gold Inc. 4.8%
Value ($000) $14,283 Shares 166,760 Est. Cost $51.35 Unrealized +49.9%
Unilever PLC 4.7%
Value ($000) $14,197 Shares 271,722 Est. Cost $42.23 Unrealized
FNV Franco-Nevada Corp. 4.7%
Value ($000) $14,056 Shares 200,317 Est. Cost $43.11 Unrealized +44.9%
GOOGL Alphabet Inc. - Cl A 4.7%
Value ($000) $14,023 Shares 13,420 Est. Cost $37.53 Unrealized +42.9%
WRB WR Berkley Corp. 4.6%
Value ($000) $13,871 Shares 187,678 Est. Cost $10.05 Unrealized +91.1%
DEO Diageo PLC 4.6%
Value ($000) $13,690 Shares 96,543 Est. Cost $114.22 Unrealized
ENB Enbridge Inc. 4.4%
Value ($000) $13,247 Shares 426,220 Est. Cost $23.92 Unrealized -15.4%
HON Honeywell Int'l Inc. 4.4%
Value ($000) $13,042 Shares 98,710 Est. Cost $60.74 Unrealized +93.8%
Brookfield Asset Mgmt In 4.3%
Value ($000) $12,762 Shares 332,769 Est. Cost $36.31 Unrealized
L Loews Corp. 4.2%
Value ($000) $12,694 Shares 278,860 Est. Cost $40.39 Unrealized +13.1%
DGS WisdomTree Emerging Mkts 3.8%
Value ($000) $11,388 Shares 271,851 Est. Cost $42.84 Unrealized
GTX Garrett Motion Inc. 3.4%
Value ($000) $10,065 Shares 815,674 Est. Cost $14.92 Unrealized -8.9%
BRK/A Berkshire Hathaway A 2.9%
Value ($000) $8,568 Shares 28 Est. Cost $284799.47 Unrealized +9.9%
SLB Schlumberger Ltd 2.8%
Value ($000) $8,263 Shares 229,011 Est. Cost $52.69 Unrealized -23.7%
TRRSF Trisura Group Ltd 1.7%
Value ($000) $5,074 Shares 266,295 Est. Cost $5.34 Unrealized -6.2%
BRK/B Berkshire Hathaway B 1.0%
Value ($000) $3,053 Shares 14,954 Est. Cost $147.84 Unrealized +41.3%
America First Multifamil 0.8%
Value ($000) $2,282 Shares 406,132 Est. Cost $6.23 Unrealized
USB US Bancorp. 0.6%
Value ($000) $1,706 Shares 37,320 Est. Cost $22.49 Unrealized +70.2%
TIP iShares TIPS Bond 0.4%
Value ($000) $1,137 Shares 10,384 Est. Cost $112.54 Unrealized
AAPL Apple Inc. 0.3%
Value ($000) $892 Shares 5,658 Est. Cost $20.11 Unrealized +128.8%
MFA Financial Inc. 0.3%
Value ($000) $868 Shares 130,009 Est. Cost $7.85 Unrealized
SPY SPDR S&P 500 0.3%
Value ($000) $862 Shares 3,450 Est. Cost $240.31 Unrealized
COP ConocoPhillips 0.3%
Value ($000) $792 Shares 12,700 Est. Cost $40.25 Unrealized +32.7%
XOM Exxon Mobil Corp. 0.2%
Value ($000) $687 Shares 10,068 Est. Cost $55.31 Unrealized +2.0%
PG Procter & Gamble 0.2%
Value ($000) $604 Shares 6,572 Est. Cost $55.49 Unrealized +34.7%
PSX Phillips 66 0.2%
Value ($000) $583 Shares 6,762 Est. Cost $41.50 Unrealized +76.5%
JNJ Johnson & Johnson 0.2%
Value ($000) $568 Shares 4,405 Est. Cost $59.93 Unrealized +90.4%
CVX Chevron Corp. 0.2%
Value ($000) $547 Shares 5,028 Est. Cost $67.01 Unrealized +26.5%
AGG iShares Core US Aggregat 0.2%
Value ($000) $504 Shares 4,731 Est. Cost $107.58 Unrealized
QQQ Invesco QQQ 0.1%
Value ($000) $444 Shares 2,876 Est. Cost $185.67 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $360 Shares 2,606 Est. Cost $75.85 Unrealized +66.7%
MCD McDonalds Corp. 0.1%
Value ($000) $295 Shares 1,661 Est. Cost $91.43 Unrealized +64.2%
MSFT Microsoft Corp. 0.1%
Value ($000) $227 Shares 2,232 Est. Cost $36.91 Unrealized +170.9%
RSP Invesco S&P 500 Equal We 0.1%
Value ($000) $196 Shares 2,144 Est. Cost $101.68 Unrealized
HSY Hershey Foods Corp. 0.1%
Value ($000) $179 Shares 1,667 Est. Cost $66.69 Unrealized +35.0%
CVBF CVB Financial Corp. 0.1%
Value ($000) $163 Shares 8,057 Est. Cost $7.30 Unrealized +124.6%
KO Coca Cola Co. 0.1%
Value ($000) $161 Shares 3,400 Est. Cost $29.14 Unrealized +31.8%
Bank of America Pfd L - 0.0%
Value ($000) $143 Shares 114 Est. Cost $1105.26 Unrealized
TD Ameritrade Holding Co 0.0%
Value ($000) $127 Shares 2,600 Est. Cost $30.59 Unrealized
ABBV AbbVie Inc 0.0%
Value ($000) $122 Shares 1,323 Est. Cost $41.79 Unrealized +55.1%
WFC Wells Fargo Co. 0.0%
Value ($000) $111 Shares 2,412 Est. Cost $34.61 Unrealized +21.4%
MU Micron Technology Inc. 0.0%
Value ($000) $106 Shares 3,335 Est. Cost $49.39 Unrealized -25.1%
ADI Analog Devices Inc. 0.0%
Value ($000) $67 Shares 777 Est. Cost $34.29 Unrealized +121.1%
LNT Alliant Energy Corp. 0.0%
Value ($000) $65 Shares 1,550 Est. Cost $33.80 Unrealized +4.1%
OKE ONEOK Inc. 0.0%
Value ($000) $65 Shares 1,200 Est. Cost $19.74 Unrealized +99.1%
MDT Medtronic Inc. 0.0%
Value ($000) $63 Shares 695 Est. Cost $64.98 Unrealized +18.7%
GD General Dynamics Corp. 0.0%
Value ($000) $63 Shares 400 Est. Cost $56.44 Unrealized +169.4%
WERN Werner Enterprises 0.0%
Value ($000) $59 Shares 2,000 Est. Cost $23.95 Unrealized +36.1%
T AT&T Inc. 0.0%
Value ($000) $57 Shares 2,014 Est. Cost $15.29 Unrealized -8.3%
OXY Occidental Petroleum Cor 0.0%
Value ($000) $55 Shares 900 Est. Cost $57.81 Unrealized +2.9%
VTI Vanguard Total Stock Mkt 0.0%
Value ($000) $55 Shares 434 Est. Cost $88.34 Unrealized
NI Nisource Inc. 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $20.38 Unrealized +0.2%
AEP American Electric Power 0.0%
Value ($000) $48 Shares 648 Est. Cost $56.07 Unrealized +4.2%
KHC Kraft Heinz Company 0.0%
Value ($000) $46 Shares 1,066 Est. Cost $47.82 Unrealized -23.4%
MDLZ Mondelez Int'l Inc Cl A 0.0%
Value ($000) $46 Shares 1,150 Est. Cost $23.24 Unrealized +54.0%
AMZN Amazon.com Inc. 0.0%
Value ($000) $38 Shares 25 Est. Cost $55.02 Unrealized +51.1%
IBM IBM Corp. 0.0%
Value ($000) $34 Shares 300 Est. Cost $114.39 Unrealized -23.1%
NFLX Netflix Inc. 0.0%
Value ($000) $34 Shares 128 Est. Cost $19.26 Unrealized +55.4%
MDY SPDR S&P MidCap 400 0.0%
Value ($000) $33 Shares 110 Est. Cost $345.45 Unrealized
FMS Fresenius Medical Care A 0.0%
Value ($000) $22 Shares 678 Est. Cost $53.10 Unrealized
XLE SPDR Energy Select Secto 0.0%
Value ($000) $21 Shares 360 Est. Cost $76.33 Unrealized
MMM 3M Co. 0.0%
Value ($000) $20 Shares 106 Est. Cost $63.73 Unrealized +101.2%
TSN Tyson Foods Inc. 0.0%
Value ($000) $19 Shares 350 Est. Cost $27.27 Unrealized +76.1%
PRLB Proto Labs Inc. 0.0%
Value ($000) $17 Shares 150 Est. Cost $74.38 Unrealized +65.8%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $86.67 Unrealized
CNBZ CNB Corp. 0.0%
Value ($000) $16 Shares 747 Est. Cost $7.77 Unrealized +103.1%
HOG Harley-Davidson Inc. 0.0%
Value ($000) $16 Shares 470 Est. Cost $54.04 Unrealized -27.4%
Volkswagen AG 0.0%
Value ($000) $15 Shares 458 Est. Cost $24.02 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $14 Shares 253 Est. Cost $27.27 Unrealized +41.6%
GOOG Alphabet Inc. - Cl C 0.0%
Value ($000) $12 Shares 12 Est. Cost $46.33 Unrealized +14.7%
AXP American Express Co. 0.0%
Value ($000) $11 Shares 120 Est. Cost $59.62 Unrealized +59.4%
ET Energy Transfer Equity 0.0%
Value ($000) $7 Shares 497 Est. Cost $14.08 Unrealized
CCI Crown Castle Int'l Corp. 0.0%
Value ($000) $7 Shares 62 Est. Cost $76.51 Unrealized +5.9%
NGD New Gold Inc. 0.0%
Value ($000) $7 Shares 9,000 Est. Cost $2.95 Unrealized -72.6%
SEE Sealed Air Corp. 0.0%
Value ($000) $7 Shares 200 Est. Cost $39.16 Unrealized -21.8%
SYF Synchrony Financial 0.0%
Value ($000) $7 Shares 287 Est. Cost $22.17 Unrealized +2.0%
EQAL Invesco Russell 1000 Equ 0.0%
Value ($000) $6 Shares 219 Est. Cost $31.96 Unrealized
META Facebook Inc Cl A 0.0%
Value ($000) $5 Shares 40 Est. Cost $112.32 Unrealized +28.1%
MGM MGM Resorts Int'l 0.0%
Value ($000) $3 Shares 144 Est. Cost $13.35 Unrealized +89.7%
NioCorp Developments Ltd 0.0%
Value ($000) $3 Shares 6,275 Est. Cost $0.80 Unrealized
SDY iShares SPDR S&P Dividen 0.0%
Value ($000) $3 Shares 28 Est. Cost $71.43 Unrealized
Lehman Bro Cap 10/31/52 0.0%
Value ($000) $1 Shares 6,000 Est. Cost $0.33 Unrealized
DIS Walt Disney Co. 0.0%
Value ($000) $1 Shares 10 Est. Cost $97.74 Unrealized +11.6%
Ingersoll-Rand PLC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
California Res Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
WWRL World Wireless Comm Inc. 0.0%
Value ($000) $0 Shares 500 Est. Cost $0.00 Unrealized 0.0%
GM Liq Co. Researching B 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized