Filed: 1/15/2026ACC: 0001104659-26-004037
📋 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 $471.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
308
Positions
$471.59M
Total AUM (reported)
5.63M
Total Shares
Allocation by class
STOCK$466.31M98.9%
MF$2.69M0.6%
ETF$2.59M0.5%
Portfolio Concentration
Top 3$54.57M11.6%
4–10$55.92M11.9%
11–25$89.16M18.9%
Rest$271.93M57.7%
Top 3 weight
11.6%
Top 10 weight
23.4%
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 Corporation
SOLEShares165.92K
TypeSH
Market value$30.94M
6.56%
Sole
0.00
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares44.40K
TypeSH
Market value$13.90M
2.95%
Sole
0.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares35.78K
TypeSH
Market value$9.73M
2.06%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares19.30K
TypeSH
Market value$9.33M
1.98%
Sole
0.00
Shared
0.00
None
0.00
Williams Companies, Inc. (The)
SOLEShares146.63K
TypeSH
Market value$8.81M
1.87%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares34.50K
TypeSH
Market value$7.96M
1.69%
Sole
0.00
Shared
0.00
None
0.00
Welltower, Inc.
SOLEShares41.42K
TypeSH
Market value$7.69M
1.63%
Sole
0.00
Shared
0.00
None
0.00
Valero Energy Corporation
SOLEShares45.83K
TypeSH
Market value$7.46M
1.58%
Sole
0.00
Shared
0.00
None
0.00
Constellation Energy Corp.
SOLEShares20.90K
TypeSH
Market value$7.38M
1.57%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Chase & Company
SOLEShares22.59K
TypeSH
Market value$7.28M
1.54%
Sole
0.00
Shared
0.00
None
0.00
Targa Resources Corporation
SOLEShares38.83K
TypeSH
Market value$7.16M
1.52%
Sole
0.00
Shared
0.00
None
0.00
Kinder Morgan, Inc.
SOLEShares244.99K
TypeSH
Market value$6.73M
1.43%
Sole
0.00
Shared
0.00
None
0.00
Enbridge, Inc.
SOLEShares140.03K
TypeSH
Market value$6.70M
1.42%
Sole
0.00
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares42.34K
TypeSH
Market value$6.45M
1.37%
Sole
0.00
Shared
0.00
None
0.00
Marathon Petroleum Corporation
SOLEShares39.58K
TypeSH
Market value$6.44M
1.36%
Sole
0.00
Shared
0.00
None
0.00
Caterpillar, Inc.
SOLEShares11.09K
TypeSH
Market value$6.35M
1.35%
Sole
0.00
Shared
0.00
None
0.00
Phillips 66
SOLEShares49.04K
TypeSH
Market value$6.33M
1.34%
Sole
0.00
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares50.75K
TypeSH
Market value$6.11M
1.29%
Sole
0.00
Shared
0.00
None
0.00
Oracle Corporation
SOLEShares30.48K
TypeSH
Market value$5.94M
1.26%
Sole
0.00
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares30.05K
TypeSH
Market value$5.84M
1.24%
Sole
0.00
Shared
0.00
None
0.00
Vistra Corporation
SOLEShares33.45K
TypeSH
Market value$5.40M
1.14%
Sole
0.00
Shared
0.00
None
0.00
Energy Transfer, L.P.
SOLEShares303.20K
TypeSH
Market value$5.00M
1.06%
Sole
0.00
Shared
0.00
None
0.00
Enterprise Products Partners, L.P.
SOLEShares154.39K
TypeSH
Market value$4.95M
1.05%
Sole
0.00
Shared
0.00
None
0.00
Costco Wholesale Corporation
SOLEShares5.71K
TypeSH
Market value$4.92M
1.04%
Sole
0.00
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares60.33K
TypeSH
Market value$4.84M
1.03%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | STOCK | 165.92K | SH | $30.94M 6.56% | 0.00 | 0.00 | 0.00 |
Alphabet, Inc.SOLE | STOCK | 44.40K | SH | $13.90M 2.95% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | STOCK | 35.78K | SH | $9.73M 2.06% | 0.00 | 0.00 | 0.00 |
Microsoft CorporationSOLE | STOCK | 19.30K | SH | $9.33M 1.98% | 0.00 | 0.00 | 0.00 |
Williams Companies, Inc. (The)SOLE | STOCK | 146.63K | SH | $8.81M 1.87% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | STOCK | 34.50K | SH | $7.96M 1.69% | 0.00 | 0.00 | 0.00 |
Welltower, Inc.SOLE | STOCK | 41.42K | SH | $7.69M 1.63% | 0.00 | 0.00 | 0.00 |
Valero Energy CorporationSOLE | STOCK | 45.83K | SH | $7.46M 1.58% | 0.00 | 0.00 | 0.00 |
Constellation Energy Corp.SOLE | STOCK | 20.90K | SH | $7.38M 1.57% | 0.00 | 0.00 | 0.00 |
JPMorgan Chase & CompanySOLE | STOCK | 22.59K | SH | $7.28M 1.54% | 0.00 | 0.00 | 0.00 |
Targa Resources CorporationSOLE | STOCK | 38.83K | SH | $7.16M 1.52% | 0.00 | 0.00 | 0.00 |
Kinder Morgan, Inc.SOLE | STOCK | 244.99K | SH | $6.73M 1.43% | 0.00 | 0.00 | 0.00 |
Enbridge, Inc.SOLE | STOCK | 140.03K | SH | $6.70M 1.42% | 0.00 | 0.00 | 0.00 |
Chevron CorporationSOLE | STOCK | 42.34K | SH | $6.45M 1.37% | 0.00 | 0.00 | 0.00 |
Marathon Petroleum CorporationSOLE | STOCK | 39.58K | SH | $6.44M 1.36% | 0.00 | 0.00 | 0.00 |
Caterpillar, Inc.SOLE | STOCK | 11.09K | SH | $6.35M 1.35% | 0.00 | 0.00 | 0.00 |
Phillips 66SOLE | STOCK | 49.04K | SH | $6.33M 1.34% | 0.00 | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | STOCK | 50.75K | SH | $6.11M 1.29% | 0.00 | 0.00 | 0.00 |
Oracle CorporationSOLE | STOCK | 30.48K | SH | $5.94M 1.26% | 0.00 | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | STOCK | 30.05K | SH | $5.84M 1.24% | 0.00 | 0.00 | 0.00 |
Vistra CorporationSOLE | STOCK | 33.45K | SH | $5.40M 1.14% | 0.00 | 0.00 | 0.00 |
Energy Transfer, L.P.SOLE | STOCK | 303.20K | SH | $5.00M 1.06% | 0.00 | 0.00 | 0.00 |
Enterprise Products Partners, L.P.SOLE | STOCK | 154.39K | SH | $4.95M 1.05% | 0.00 | 0.00 | 0.00 |
Costco Wholesale CorporationSOLE | STOCK | 5.71K | SH | $4.92M 1.04% | 0.00 | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | STOCK | 60.33K | SH | $4.84M 1.03% | 0.00 | 0.00 | 0.00 |
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