Filed: 4/15/2026ACC: 0001104659-26-043635
📋 What this filing means
SPIRIT OF AMERICA MANAGEMENT CORP/NY filed this quarterly 13F‑HR report disclosing 306 equity positions with a total reported market value of $506.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
306
Positions
$506.60M
Total AUM (reported)
5.47M
Total Shares
Allocation by class
STOCK$501.79M99.1%
MF$2.47M0.5%
ETF$2.34M0.5%
Portfolio Concentration
Top 3$52.34M10.3%
4–10$65.23M12.9%
11–25$98.53M19.4%
Rest$290.50M57.3%
Top 3 weight
10.3%
Top 10 weight
23.2%
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)
Sole306
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings306
Rows:
NVIDIA Corporation
SOLEShares162.12K
TypeSH
Market value$28.27M
5.58%
Sole
0.00
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares44.30K
TypeSH
Market value$12.74M
2.51%
Sole
0.00
Shared
0.00
None
0.00
Valero Energy Corporation
SOLEShares45.83K
TypeSH
Market value$11.32M
2.24%
Sole
0.00
Shared
0.00
None
0.00
Williams Companies, Inc. (The)
SOLEShares146.13K
TypeSH
Market value$10.64M
2.10%
Sole
0.00
Shared
0.00
None
0.00
Marathon Petroleum Corporation
SOLEShares39.88K
TypeSH
Market value$9.74M
1.92%
Sole
0.00
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares54.85K
TypeSH
Market value$9.31M
1.84%
Sole
0.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares35.68K
TypeSH
Market value$9.06M
1.79%
Sole
0.00
Shared
0.00
None
0.00
Targa Resources Corporation
SOLEShares35.73K
TypeSH
Market value$8.96M
1.77%
Sole
0.00
Shared
0.00
None
0.00
Phillips 66
SOLEShares48.49K
TypeSH
Market value$8.83M
1.74%
Sole
0.00
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares42.09K
TypeSH
Market value$8.71M
1.72%
Sole
0.00
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares30.25K
TypeSH
Market value$8.58M
1.69%
Sole
0.00
Shared
0.00
None
0.00
Welltower, Inc.
SOLEShares41.42K
TypeSH
Market value$8.19M
1.62%
Sole
0.00
Shared
0.00
None
0.00
Kinder Morgan, Inc.
SOLEShares237.99K
TypeSH
Market value$7.98M
1.58%
Sole
0.00
Shared
0.00
None
0.00
Caterpillar, Inc.
SOLEShares11.19K
TypeSH
Market value$7.93M
1.56%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares35.95K
TypeSH
Market value$7.49M
1.48%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares19.30K
TypeSH
Market value$7.14M
1.41%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Chase & Company
SOLEShares23.09K
TypeSH
Market value$6.79M
1.34%
Sole
0.00
Shared
0.00
None
0.00
Enbridge, Inc.
SOLEShares124.03K
TypeSH
Market value$6.71M
1.33%
Sole
0.00
Shared
0.00
None
0.00
Constellation Energy Corp.
SOLEShares21.65K
TypeSH
Market value$6.05M
1.19%
Sole
0.00
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares61.52K
TypeSH
Market value$5.71M
1.13%
Sole
0.00
Shared
0.00
None
0.00
GE Vernova, Inc.
SOLEShares6.45K
TypeSH
Market value$5.63M
1.11%
Sole
0.00
Shared
0.00
None
0.00
Vistra Corporation
SOLEShares34.80K
TypeSH
Market value$5.23M
1.03%
Sole
0.00
Shared
0.00
None
0.00
Enterprise Products Partners, L.P.
SOLEShares134.89K
TypeSH
Market value$5.10M
1.01%
Sole
0.00
Shared
0.00
None
0.00
Equinix, Inc.
SOLEShares5.16K
TypeSH
Market value$5.06M
1.00%
Sole
0.00
Shared
0.00
None
0.00
Energy Transfer, L.P.
SOLEShares255.20K
TypeSH
Market value$4.93M
0.97%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | STOCK | 162.12K | SH | $28.27M 5.58% | 0.00 | 0.00 | 0.00 |
Alphabet, Inc.SOLE | STOCK | 44.30K | SH | $12.74M 2.51% | 0.00 | 0.00 | 0.00 |
Valero Energy CorporationSOLE | STOCK | 45.83K | SH | $11.32M 2.24% | 0.00 | 0.00 | 0.00 |
Williams Companies, Inc. (The)SOLE | STOCK | 146.13K | SH | $10.64M 2.10% | 0.00 | 0.00 | 0.00 |
Marathon Petroleum CorporationSOLE | STOCK | 39.88K | SH | $9.74M 1.92% | 0.00 | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | STOCK | 54.85K | SH | $9.31M 1.84% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | STOCK | 35.68K | SH | $9.06M 1.79% | 0.00 | 0.00 | 0.00 |
Targa Resources CorporationSOLE | STOCK | 35.73K | SH | $8.96M 1.77% | 0.00 | 0.00 | 0.00 |
Phillips 66SOLE | STOCK | 48.49K | SH | $8.83M 1.74% | 0.00 | 0.00 | 0.00 |
Chevron CorporationSOLE | STOCK | 42.09K | SH | $8.71M 1.72% | 0.00 | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | STOCK | 30.25K | SH | $8.58M 1.69% | 0.00 | 0.00 | 0.00 |
Welltower, Inc.SOLE | STOCK | 41.42K | SH | $8.19M 1.62% | 0.00 | 0.00 | 0.00 |
Kinder Morgan, Inc.SOLE | STOCK | 237.99K | SH | $7.98M 1.58% | 0.00 | 0.00 | 0.00 |
Caterpillar, Inc.SOLE | STOCK | 11.19K | SH | $7.93M 1.56% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | STOCK | 35.95K | SH | $7.49M 1.48% | 0.00 | 0.00 | 0.00 |
Microsoft CorporationSOLE | STOCK | 19.30K | SH | $7.14M 1.41% | 0.00 | 0.00 | 0.00 |
JPMorgan Chase & CompanySOLE | STOCK | 23.09K | SH | $6.79M 1.34% | 0.00 | 0.00 | 0.00 |
Enbridge, Inc.SOLE | STOCK | 124.03K | SH | $6.71M 1.33% | 0.00 | 0.00 | 0.00 |
Constellation Energy Corp.SOLE | STOCK | 21.65K | SH | $6.05M 1.19% | 0.00 | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | STOCK | 61.52K | SH | $5.71M 1.13% | 0.00 | 0.00 | 0.00 |
GE Vernova, Inc.SOLE | STOCK | 6.45K | SH | $5.63M 1.11% | 0.00 | 0.00 | 0.00 |
Vistra CorporationSOLE | STOCK | 34.80K | SH | $5.23M 1.03% | 0.00 | 0.00 | 0.00 |
Enterprise Products Partners, L.P.SOLE | STOCK | 134.89K | SH | $5.10M 1.01% | 0.00 | 0.00 | 0.00 |
Equinix, Inc.SOLE | STOCK | 5.16K | SH | $5.06M 1.00% | 0.00 | 0.00 | 0.00 |
Energy Transfer, L.P.SOLE | STOCK | 255.20K | SH | $4.93M 0.97% | 0.00 | 0.00 | 0.00 |
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