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America First Investment Advisors Q3 to Q4 2022 13F Holdings Comparison: Reviewing Top Holdings and Strategies

Ava Hoppe | 20 April, 2023

America First Investment Advisors, LLC is an investment firm that managed to take a good position in the stock market throughout 2022, with investments in various companies from different sectors.

In this blog post, we will analyze the Q3 2022 vs. Q4 2022 13F holdings comparison of America First Investment Advisors, LLC. This report includes a list of the top holdings of the company along with the percentage change in the number of shares held and the value of those shares from Q3 2022 to Q4 2022.

The CSV highlights that the company reduced its holdings in WR Berkley Corp. (WRB) by about 10%, going from 323,623 to 288,700 shares. Also, it dropped its holdings in Automatic Data Processin (ADP) by only 0.1%, from 92,482 to 87,520 shares.

Pfizer Inc. (PFE) is one of the companies that America First Investment Advisors, LLC, increased its position in. The company's holdings increased by 14.4%, from 406,264 to 396,885 shares. This is a sign that the company is confident in the performance of the pharmaceutical giant.

A similar strategy was used for companies like Royal Dutch Shell (SLB), which saw a 25.3% reduction, and Franco-Nevada Corp. (FNV.TO), which saw a 14.6% increase in holdings.

Abbott Laboratories (ABT), a company that specializes in medical devices, saw an increase of 17.2% in the number of shares America First Investment Advisors, LLC held, from 157,627 to 162,777 shares. Johnson & Johnson (JNJ) is another diversified healthcare company that the investment firm increased its holdings in, from 100,339 to 100,926 shares, which represents an 8.8% increase.

On the other hand, the company decreased its holdings in Alphabet Inc. - Cl A (GOOGL) by 5%, from 182,075 to 187,557 shares. While the technology sector is usually favorable for investors, America First Investment Advisors, LLC seems to be wary of investing a significant amount in this sector.

One of the most significant changes in holdings for America First Investment Advisors, LLC, was in iShares 1-3 Yr Treas. (SHY), an exchange-traded fund that tracks the performance of short-term US Treasury bonds. The company increased its position in SHY by a staggering 483.5%, from 34,685 to 202,510 shares. This signals that the company is more interested in focusing on fixed-income investments in the current market environment.

Some of the new additions to the portfolio include Palantir Technologies Inc. (PLTR), Diamondback Energy (FANG), and Wheaton Precious Metals (WPM.TO). However, it is worth noting that the company also dropped its holdings in Occidental Petroleum Corporation (OXY) and CVS Corp. (CVS), effectively exiting these positions.

In conclusion, America First Investment Advisors, LLC showed a mix of strategies for their Q3 to Q4 13F holdings comparison, with some promising positions such as the increased holdings in Abbott Laboratories (ABT) and the fixed-income bond ETF SHY, and some caution towards the tech and energy sectors. Overall, this report indicates that the firm was actively managing its portfolio by adding new positions, exiting underperforming companies, and adjusting its holdings in existing ones.

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