Filed: 7/29/2025ACC: 0001104659-25-071592
📋 What this filing means
SPIRIT OF AMERICA MANAGEMENT CORP/NY filed this quarterly 13F‑HR report disclosing 314 equity positions with a total reported market value of $479.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
314
Positions
$479.55M
Total AUM (reported)
6.48M
Total Shares
Allocation by class
STOCK$470.62M98.1%
ETF$4.47M0.9%
MF$4.46M0.9%
Portfolio Concentration
Top 3$49.18M10.3%
4–10$57.29M11.9%
11–25$97.52M20.3%
Rest$275.56M57.5%
Top 3 weight
10.3%
Top 10 weight
22.2%
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)
Sole314
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings314
Rows:
NVIDIA Corp.
SOLEShares177.62K
TypeSH
Market value$28.06M
5.85%
Sole
0.00
Shared
0.00
None
0.00
Williams Cos, Inc./The
SOLEShares183.43K
TypeSH
Market value$11.52M
2.40%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.30K
TypeSH
Market value$9.60M
2.00%
Sole
0.00
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares37.25K
TypeSH
Market value$9.07M
1.89%
Sole
0.00
Shared
0.00
None
0.00
Targa Resources Corp.
SOLEShares49.78K
TypeSH
Market value$8.67M
1.81%
Sole
0.00
Shared
0.00
None
0.00
Kinder Morgan, Inc.
SOLEShares283.74K
TypeSH
Market value$8.34M
1.74%
Sole
0.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares38.98K
TypeSH
Market value$8.00M
1.67%
Sole
0.00
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares44.40K
TypeSH
Market value$7.82M
1.63%
Sole
0.00
Shared
0.00
None
0.00
Energy Transfer LP
SOLEShares429.70K
TypeSH
Market value$7.79M
1.62%
Sole
0.00
Shared
0.00
None
0.00
Marathon Petroleum Corp.
SOLEShares45.73K
TypeSH
Market value$7.60M
1.58%
Sole
0.00
Shared
0.00
None
0.00
Enbridge, Inc.
SOLEShares165.13K
TypeSH
Market value$7.48M
1.56%
Sole
0.00
Shared
0.00
None
0.00
Valero Energy Corp.
SOLEShares54.83K
TypeSH
Market value$7.37M
1.54%
Sole
0.00
Shared
0.00
None
0.00
Phillips 66
SOLEShares59.19K
TypeSH
Market value$7.06M
1.47%
Sole
0.00
Shared
0.00
None
0.00
Chevron Corp.
SOLEShares48.39K
TypeSH
Market value$6.93M
1.44%
Sole
0.00
Shared
0.00
None
0.00
ONEOK, Inc.
SOLEShares84.37K
TypeSH
Market value$6.89M
1.44%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares31.25K
TypeSH
Market value$6.86M
1.43%
Sole
0.00
Shared
0.00
None
0.00
Costco Wholesale Corp.
SOLEShares6.76K
TypeSH
Market value$6.69M
1.39%
Sole
0.00
Shared
0.00
None
0.00
Exxon Mobil Corp.
SOLEShares61.55K
TypeSH
Market value$6.63M
1.38%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares21.89K
TypeSH
Market value$6.35M
1.32%
Sole
0.00
Shared
0.00
None
0.00
Oracle Corp.
SOLEShares28.43K
TypeSH
Market value$6.21M
1.30%
Sole
0.00
Shared
0.00
None
0.00
Equinix, Inc.
SOLEShares7.71K
TypeSH
Market value$6.13M
1.28%
Sole
0.00
Shared
0.00
None
0.00
Welltower, Inc.
SOLEShares39.13K
TypeSH
Market value$6.01M
1.25%
Sole
0.00
Shared
0.00
None
0.00
MPLX LP
SOLEShares111.90K
TypeSH
Market value$5.76M
1.20%
Sole
0.00
Shared
0.00
None
0.00
Enterprise Products Partners LP
SOLEShares184.14K
TypeSH
Market value$5.71M
1.19%
Sole
0.00
Shared
0.00
None
0.00
Hess Midstream LP
SOLEShares140.84K
TypeSH
Market value$5.42M
1.13%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | STOCK | 177.62K | SH | $28.06M 5.85% | 0.00 | 0.00 | 0.00 |
Williams Cos, Inc./TheSOLE | STOCK | 183.43K | SH | $11.52M 2.40% | 0.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | STOCK | 19.30K | SH | $9.60M 2.00% | 0.00 | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | STOCK | 37.25K | SH | $9.07M 1.89% | 0.00 | 0.00 | 0.00 |
Targa Resources Corp.SOLE | STOCK | 49.78K | SH | $8.67M 1.81% | 0.00 | 0.00 | 0.00 |
Kinder Morgan, Inc.SOLE | STOCK | 283.74K | SH | $8.34M 1.74% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | STOCK | 38.98K | SH | $8.00M 1.67% | 0.00 | 0.00 | 0.00 |
Alphabet, Inc.SOLE | STOCK | 44.40K | SH | $7.82M 1.63% | 0.00 | 0.00 | 0.00 |
Energy Transfer LPSOLE | STOCK | 429.70K | SH | $7.79M 1.62% | 0.00 | 0.00 | 0.00 |
Marathon Petroleum Corp.SOLE | STOCK | 45.73K | SH | $7.60M 1.58% | 0.00 | 0.00 | 0.00 |
Enbridge, Inc.SOLE | STOCK | 165.13K | SH | $7.48M 1.56% | 0.00 | 0.00 | 0.00 |
Valero Energy Corp.SOLE | STOCK | 54.83K | SH | $7.37M 1.54% | 0.00 | 0.00 | 0.00 |
Phillips 66SOLE | STOCK | 59.19K | SH | $7.06M 1.47% | 0.00 | 0.00 | 0.00 |
Chevron Corp.SOLE | STOCK | 48.39K | SH | $6.93M 1.44% | 0.00 | 0.00 | 0.00 |
ONEOK, Inc.SOLE | STOCK | 84.37K | SH | $6.89M 1.44% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | STOCK | 31.25K | SH | $6.86M 1.43% | 0.00 | 0.00 | 0.00 |
Costco Wholesale Corp.SOLE | STOCK | 6.76K | SH | $6.69M 1.39% | 0.00 | 0.00 | 0.00 |
Exxon Mobil Corp.SOLE | STOCK | 61.55K | SH | $6.63M 1.38% | 0.00 | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | STOCK | 21.89K | SH | $6.35M 1.32% | 0.00 | 0.00 | 0.00 |
Oracle Corp.SOLE | STOCK | 28.43K | SH | $6.21M 1.30% | 0.00 | 0.00 | 0.00 |
Equinix, Inc.SOLE | STOCK | 7.71K | SH | $6.13M 1.28% | 0.00 | 0.00 | 0.00 |
Welltower, Inc.SOLE | STOCK | 39.13K | SH | $6.01M 1.25% | 0.00 | 0.00 | 0.00 |
MPLX LPSOLE | STOCK | 111.90K | SH | $5.76M 1.20% | 0.00 | 0.00 | 0.00 |
Enterprise Products Partners LPSOLE | STOCK | 184.14K | SH | $5.71M 1.19% | 0.00 | 0.00 | 0.00 |
Hess Midstream LPSOLE | STOCK | 140.84K | SH | $5.42M 1.13% | 0.00 | 0.00 | 0.00 |
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