Filed: 10/15/2025ACC: 0001104659-25-099734
📋 What this filing means
SPIRIT OF AMERICA MANAGEMENT CORP/NY filed this quarterly 13F‑HR report disclosing 308 equity positions with a total reported market value of $498.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
308
Positions
$498.56M
Total AUM (reported)
6.15M
Total Shares
Allocation by class
STOCK$489.12M98.1%
ETF$4.73M0.9%
MF$4.71M0.9%
Portfolio Concentration
Top 3$52.73M10.6%
4–10$59.20M11.9%
11–25$96.99M19.5%
Rest$289.65M58.1%
Top 3 weight
10.6%
Top 10 weight
22.4%
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)
Sole308
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings308
Rows:
NVIDIA Corp.
SOLEShares169.22K
TypeSH
Market value$31.57M
6.33%
Sole
0.00
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares44.40K
TypeSH
Market value$10.79M
2.16%
Sole
0.00
Shared
0.00
None
0.00
Williams Cos, Inc./The
SOLEShares163.53K
TypeSH
Market value$10.36M
2.08%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corp.
SOLEShares19.30K
TypeSH
Market value$10.00M
2.00%
Sole
0.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares35.88K
TypeSH
Market value$9.14M
1.83%
Sole
0.00
Shared
0.00
None
0.00
Oracle Corp.
SOLEShares29.38K
TypeSH
Market value$8.26M
1.66%
Sole
0.00
Shared
0.00
None
0.00
Valero Energy Corp.
SOLEShares47.53K
TypeSH
Market value$8.09M
1.62%
Sole
0.00
Shared
0.00
None
0.00
Marathon Petroleum Corp.
SOLEShares41.77K
TypeSH
Market value$8.05M
1.62%
Sole
0.00
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares33.75K
TypeSH
Market value$7.93M
1.59%
Sole
0.00
Shared
0.00
None
0.00
Enbridge, Inc.
SOLEShares153.13K
TypeSH
Market value$7.73M
1.55%
Sole
0.00
Shared
0.00
None
0.00
Kinder Morgan, Inc.
SOLEShares265.24K
TypeSH
Market value$7.51M
1.51%
Sole
0.00
Shared
0.00
None
0.00
Phillips 66
SOLEShares53.49K
TypeSH
Market value$7.28M
1.46%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares32.50K
TypeSH
Market value$7.14M
1.43%
Sole
0.00
Shared
0.00
None
0.00
Welltower, Inc.
SOLEShares39.83K
TypeSH
Market value$7.09M
1.42%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Chase & Co.
SOLEShares21.99K
TypeSH
Market value$6.94M
1.39%
Sole
0.00
Shared
0.00
None
0.00
Targa Resources Corp.
SOLEShares41.23K
TypeSH
Market value$6.91M
1.39%
Sole
0.00
Shared
0.00
None
0.00
Chevron Corp.
SOLEShares43.34K
TypeSH
Market value$6.73M
1.35%
Sole
0.00
Shared
0.00
None
0.00
Energy Transfer LP
SOLEShares390.20K
TypeSH
Market value$6.70M
1.34%
Sole
0.00
Shared
0.00
None
0.00
Costco Wholesale Corp.
SOLEShares6.76K
TypeSH
Market value$6.25M
1.25%
Sole
0.00
Shared
0.00
None
0.00
Constellation Energy Corp.
SOLEShares18.85K
TypeSH
Market value$6.20M
1.24%
Sole
0.00
Shared
0.00
None
0.00
Vistra Energy Corp.
SOLEShares30.85K
TypeSH
Market value$6.04M
1.21%
Sole
0.00
Shared
0.00
None
0.00
Exxon Mobil Corp.
SOLEShares52.55K
TypeSH
Market value$5.92M
1.19%
Sole
0.00
Shared
0.00
None
0.00
Enterprise Products Partners LP
SOLEShares178.14K
TypeSH
Market value$5.57M
1.12%
Sole
0.00
Shared
0.00
None
0.00
MPLX LP
SOLEShares108.40K
TypeSH
Market value$5.41M
1.09%
Sole
0.00
Shared
0.00
None
0.00
Caterpillar, Inc.
SOLEShares11.09K
TypeSH
Market value$5.29M
1.06%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA Corp.SOLE | STOCK | 169.22K | SH | $31.57M 6.33% | 0.00 | 0.00 | 0.00 |
Alphabet, Inc.SOLE | STOCK | 44.40K | SH | $10.79M 2.16% | 0.00 | 0.00 | 0.00 |
Williams Cos, Inc./TheSOLE | STOCK | 163.53K | SH | $10.36M 2.08% | 0.00 | 0.00 | 0.00 |
Microsoft Corp.SOLE | STOCK | 19.30K | SH | $10.00M 2.00% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | STOCK | 35.88K | SH | $9.14M 1.83% | 0.00 | 0.00 | 0.00 |
Oracle Corp.SOLE | STOCK | 29.38K | SH | $8.26M 1.66% | 0.00 | 0.00 | 0.00 |
Valero Energy Corp.SOLE | STOCK | 47.53K | SH | $8.09M 1.62% | 0.00 | 0.00 | 0.00 |
Marathon Petroleum Corp.SOLE | STOCK | 41.77K | SH | $8.05M 1.62% | 0.00 | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | STOCK | 33.75K | SH | $7.93M 1.59% | 0.00 | 0.00 | 0.00 |
Enbridge, Inc.SOLE | STOCK | 153.13K | SH | $7.73M 1.55% | 0.00 | 0.00 | 0.00 |
Kinder Morgan, Inc.SOLE | STOCK | 265.24K | SH | $7.51M 1.51% | 0.00 | 0.00 | 0.00 |
Phillips 66SOLE | STOCK | 53.49K | SH | $7.28M 1.46% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | STOCK | 32.50K | SH | $7.14M 1.43% | 0.00 | 0.00 | 0.00 |
Welltower, Inc.SOLE | STOCK | 39.83K | SH | $7.09M 1.42% | 0.00 | 0.00 | 0.00 |
JPMorgan Chase & Co.SOLE | STOCK | 21.99K | SH | $6.94M 1.39% | 0.00 | 0.00 | 0.00 |
Targa Resources Corp.SOLE | STOCK | 41.23K | SH | $6.91M 1.39% | 0.00 | 0.00 | 0.00 |
Chevron Corp.SOLE | STOCK | 43.34K | SH | $6.73M 1.35% | 0.00 | 0.00 | 0.00 |
Energy Transfer LPSOLE | STOCK | 390.20K | SH | $6.70M 1.34% | 0.00 | 0.00 | 0.00 |
Costco Wholesale Corp.SOLE | STOCK | 6.76K | SH | $6.25M 1.25% | 0.00 | 0.00 | 0.00 |
Constellation Energy Corp.SOLE | STOCK | 18.85K | SH | $6.20M 1.24% | 0.00 | 0.00 | 0.00 |
Vistra Energy Corp.SOLE | STOCK | 30.85K | SH | $6.04M 1.21% | 0.00 | 0.00 | 0.00 |
Exxon Mobil Corp.SOLE | STOCK | 52.55K | SH | $5.92M 1.19% | 0.00 | 0.00 | 0.00 |
Enterprise Products Partners LPSOLE | STOCK | 178.14K | SH | $5.57M 1.12% | 0.00 | 0.00 | 0.00 |
MPLX LPSOLE | STOCK | 108.40K | SH | $5.41M 1.09% | 0.00 | 0.00 | 0.00 |
Caterpillar, Inc.SOLE | STOCK | 11.09K | SH | $5.29M 1.06% | 0.00 | 0.00 | 0.00 |
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