Filed: 4/21/2025ACC: 0001104659-25-036870
📋 What this filing means
SPIRIT OF AMERICA MANAGEMENT CORP/NY filed this quarterly 13F‑HR report disclosing 315 equity positions with a total reported market value of $493.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
315
Positions
$493.89M
Total AUM (reported)
7.15M
Total Shares
Allocation by class
STOCK$485.15M98.2%
ETF$4.84M1.0%
MF$3.90M0.8%
Portfolio Concentration
Top 3$47.90M9.7%
4–10$73.58M14.9%
11–25$109.28M22.1%
Rest$263.13M53.3%
Top 3 weight
9.7%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole315
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings315
Rows:
NVIDIA Corp.
SOLEShares187.07K
TypeSH
Market value$20.27M
4.11%
Sole
0.00
Shared
0.00
None
0.00
Williams Cos, Inc./The
SOLEShares254.93K
TypeSH
Market value$15.23M
3.08%
Sole
0.00
Shared
0.00
None
0.00
Targa Resources Corp.
SOLEShares61.78K
TypeSH
Market value$12.39M
2.51%
Sole
0.00
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares47.88K
TypeSH
Market value$11.08M
2.24%
Sole
0.00
Shared
0.00
None
0.00
ONEOK, Inc.
SOLEShares110.47K
TypeSH
Market value$10.96M
2.22%
Sole
0.00
Shared
0.00
None
0.00
Kinder Morgan, Inc.
SOLEShares376.24K
TypeSH
Market value$10.73M
2.17%
Sole
0.00
Shared
0.00
None
0.00
Chevron Corp.
SOLEShares63.59K
TypeSH
Market value$10.64M
2.15%
Sole
0.00
Shared
0.00
None
0.00
Energy Transfer LP
SOLEShares561.70K
TypeSH
Market value$10.44M
2.11%
Sole
0.00
Shared
0.00
None
0.00
Exxon Mobil Corp.
SOLEShares83.35K
TypeSH
Market value$9.91M
2.01%
Sole
0.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares44.18K
TypeSH
Market value$9.81M
1.99%
Sole
0.00
Shared
0.00
None
0.00
Valero Energy Corp.
SOLEShares71.78K
TypeSH
Market value$9.48M
1.92%
Sole
0.00
Shared
0.00
None
0.00
Phillips 66
SOLEShares73.54K
TypeSH
Market value$9.08M
1.84%
Sole
0.00
Shared
0.00
None
0.00
Enbridge, Inc.
SOLEShares202.63K
TypeSH
Market value$8.98M
1.82%
Sole
0.00
Shared
0.00
None
0.00
Marathon Petroleum Corp.
SOLEShares55.88K
TypeSH
Market value$8.14M
1.65%
Sole
0.00
Shared
0.00
None
0.00
MPLX LP
SOLEShares145.40K
TypeSH
Market value$7.78M
1.58%
Sole
0.00
Shared
0.00
None
0.00
Enterprise Products Partners LP
SOLEShares223.64K
TypeSH
Market value$7.63M
1.55%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.50K
TypeSH
Market value$7.32M
1.48%
Sole
0.00
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares44.40K
TypeSH
Market value$6.87M
1.39%
Sole
0.00
Shared
0.00
None
0.00
Plains All American Pipeline LP
SOLEShares332.30K
TypeSH
Market value$6.65M
1.35%
Sole
0.00
Shared
0.00
None
0.00
Western Midstream Partners LP
SOLEShares161.65K
TypeSH
Market value$6.62M
1.34%
Sole
0.00
Shared
0.00
None
0.00
Hess Midstream LP
SOLEShares153.84K
TypeSH
Market value$6.51M
1.32%
Sole
0.00
Shared
0.00
None
0.00
Costco Wholesale Corp.
SOLEShares6.76K
TypeSH
Market value$6.39M
1.29%
Sole
0.00
Shared
0.00
None
0.00
Equinix, Inc.
SOLEShares7.66K
TypeSH
Market value$6.25M
1.26%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares30.55K
TypeSH
Market value$5.81M
1.18%
Sole
0.00
Shared
0.00
None
0.00
Welltower, Inc.
SOLEShares37.73K
TypeSH
Market value$5.78M
1.17%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | STOCK | 187.07K | SH | $20.27M 4.11% | 0.00 | 0.00 | 0.00 |
Williams Cos, Inc./TheSOLE | STOCK | 254.93K | SH | $15.23M 3.08% | 0.00 | 0.00 | 0.00 |
Targa Resources Corp.SOLE | STOCK | 61.78K | SH | $12.39M 2.51% | 0.00 | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | STOCK | 47.88K | SH | $11.08M 2.24% | 0.00 | 0.00 | 0.00 |
ONEOK, Inc.SOLE | STOCK | 110.47K | SH | $10.96M 2.22% | 0.00 | 0.00 | 0.00 |
Kinder Morgan, Inc.SOLE | STOCK | 376.24K | SH | $10.73M 2.17% | 0.00 | 0.00 | 0.00 |
Chevron Corp.SOLE | STOCK | 63.59K | SH | $10.64M 2.15% | 0.00 | 0.00 | 0.00 |
Energy Transfer LPSOLE | STOCK | 561.70K | SH | $10.44M 2.11% | 0.00 | 0.00 | 0.00 |
Exxon Mobil Corp.SOLE | STOCK | 83.35K | SH | $9.91M 2.01% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | STOCK | 44.18K | SH | $9.81M 1.99% | 0.00 | 0.00 | 0.00 |
Valero Energy Corp.SOLE | STOCK | 71.78K | SH | $9.48M 1.92% | 0.00 | 0.00 | 0.00 |
Phillips 66SOLE | STOCK | 73.54K | SH | $9.08M 1.84% | 0.00 | 0.00 | 0.00 |
Enbridge, Inc.SOLE | STOCK | 202.63K | SH | $8.98M 1.82% | 0.00 | 0.00 | 0.00 |
Marathon Petroleum Corp.SOLE | STOCK | 55.88K | SH | $8.14M 1.65% | 0.00 | 0.00 | 0.00 |
MPLX LPSOLE | STOCK | 145.40K | SH | $7.78M 1.58% | 0.00 | 0.00 | 0.00 |
Enterprise Products Partners LPSOLE | STOCK | 223.64K | SH | $7.63M 1.55% | 0.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | STOCK | 19.50K | SH | $7.32M 1.48% | 0.00 | 0.00 | 0.00 |
Alphabet, Inc.SOLE | STOCK | 44.40K | SH | $6.87M 1.39% | 0.00 | 0.00 | 0.00 |
Plains All American Pipeline LPSOLE | STOCK | 332.30K | SH | $6.65M 1.35% | 0.00 | 0.00 | 0.00 |
Western Midstream Partners LPSOLE | STOCK | 161.65K | SH | $6.62M 1.34% | 0.00 | 0.00 | 0.00 |
Hess Midstream LPSOLE | STOCK | 153.84K | SH | $6.51M 1.32% | 0.00 | 0.00 | 0.00 |
Costco Wholesale Corp.SOLE | STOCK | 6.76K | SH | $6.39M 1.29% | 0.00 | 0.00 | 0.00 |
Equinix, Inc.SOLE | STOCK | 7.66K | SH | $6.25M 1.26% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | STOCK | 30.55K | SH | $5.81M 1.18% | 0.00 | 0.00 | 0.00 |
Welltower, Inc.SOLE | STOCK | 37.73K | SH | $5.78M 1.17% | 0.00 | 0.00 | 0.00 |
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