Filed: 7/14/2026ACC: 0001104659-26-083417
📋 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 $530.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
308
Positions
$530.49M
Total AUM (reported)
9.74M
Total Shares
Allocation by class
STOCK$530.41M100.0%
MF$59.9K0.0%
ETF$20.0K0.0%
Portfolio Concentration
Top 3$58.94M11.1%
4–10$67.86M12.8%
11–25$101.56M19.1%
Rest$302.14M57.0%
Top 3 weight
11.1%
Top 10 weight
23.9%
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
SOLEShares158.02K
TypeSH
Market value$31.62M
5.96%
Sole
0.00
Shared
0.00
None
0.00
Alphabet, Inc.
SOLEShares43.10K
TypeSH
Market value$15.40M
2.90%
Sole
0.00
Shared
0.00
None
0.00
Caterpillar, Inc.
SOLEShares11.19K
TypeSH
Market value$11.92M
2.25%
Sole
0.00
Shared
0.00
None
0.00
Valero Energy Corporation
SOLEShares41.28K
TypeSH
Market value$10.75M
2.03%
Sole
0.00
Shared
0.00
None
0.00
Williams Companies, Inc. (The)
SOLEShares138.33K
TypeSH
Market value$10.28M
1.94%
Sole
0.00
Shared
0.00
None
0.00
Apple, Inc.
SOLEShares35.48K
TypeSH
Market value$10.27M
1.94%
Sole
0.00
Shared
0.00
None
0.00
Welltower, Inc.
SOLEShares41.73K
TypeSH
Market value$9.47M
1.79%
Sole
0.00
Shared
0.00
None
0.00
Marathon Petroleum Corporation
SOLEShares36.17K
TypeSH
Market value$9.25M
1.74%
Sole
0.00
Shared
0.00
None
0.00
Targa Resources Corporation
SOLEShares34.03K
TypeSH
Market value$9.13M
1.72%
Sole
0.00
Shared
0.00
None
0.00
Amazon.com, Inc.
SOLEShares36.55K
TypeSH
Market value$8.71M
1.64%
Sole
0.00
Shared
0.00
None
0.00
Applied Materials, Inc.
SOLEShares11.92K
TypeSH
Market value$8.62M
1.62%
Sole
0.00
Shared
0.00
None
0.00
GE Vernova, Inc.
SOLEShares7.03K
TypeSH
Market value$8.26M
1.56%
Sole
0.00
Shared
0.00
None
0.00
Phillips 66
SOLEShares45.44K
TypeSH
Market value$7.68M
1.45%
Sole
0.00
Shared
0.00
None
0.00
JPMorgan Chase & Company
SOLEShares23.09K
TypeSH
Market value$7.56M
1.42%
Sole
0.00
Shared
0.00
None
0.00
Kinder Morgan, Inc.
SOLEShares227.99K
TypeSH
Market value$7.29M
1.37%
Sole
0.00
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares30.45K
TypeSH
Market value$7.28M
1.37%
Sole
0.00
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares19.30K
TypeSH
Market value$7.20M
1.36%
Sole
0.00
Shared
0.00
None
0.00
Exxon Mobil Corporation
SOLEShares52.45K
TypeSH
Market value$7.17M
1.35%
Sole
0.00
Shared
0.00
None
0.00
Chevron Corporation
SOLEShares40.79K
TypeSH
Market value$6.76M
1.27%
Sole
0.00
Shared
0.00
None
0.00
Enbridge, Inc.
SOLEShares119.78K
TypeSH
Market value$6.49M
1.22%
Sole
0.00
Shared
0.00
None
0.00
Vistra Corporation
SOLEShares35.20K
TypeSH
Market value$5.58M
1.05%
Sole
0.00
Shared
0.00
None
0.00
NextEra Energy, Inc.
SOLEShares62.23K
TypeSH
Market value$5.46M
1.03%
Sole
0.00
Shared
0.00
None
0.00
Constellation Energy Corp.
SOLEShares21.85K
TypeSH
Market value$5.43M
1.02%
Sole
0.00
Shared
0.00
None
0.00
Advanced Micro Devices, Inc.
SOLEShares9.30K
TypeSH
Market value$5.40M
1.02%
Sole
0.00
Shared
0.00
None
0.00
Equinix, Inc.
SOLEShares5.16K
TypeSH
Market value$5.38M
1.01%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorporationSOLE | STOCK | 158.02K | SH | $31.62M 5.96% | 0.00 | 0.00 | 0.00 |
Alphabet, Inc.SOLE | STOCK | 43.10K | SH | $15.40M 2.90% | 0.00 | 0.00 | 0.00 |
Caterpillar, Inc.SOLE | STOCK | 11.19K | SH | $11.92M 2.25% | 0.00 | 0.00 | 0.00 |
Valero Energy CorporationSOLE | STOCK | 41.28K | SH | $10.75M 2.03% | 0.00 | 0.00 | 0.00 |
Williams Companies, Inc. (The)SOLE | STOCK | 138.33K | SH | $10.28M 1.94% | 0.00 | 0.00 | 0.00 |
Apple, Inc.SOLE | STOCK | 35.48K | SH | $10.27M 1.94% | 0.00 | 0.00 | 0.00 |
Welltower, Inc.SOLE | STOCK | 41.73K | SH | $9.47M 1.79% | 0.00 | 0.00 | 0.00 |
Marathon Petroleum CorporationSOLE | STOCK | 36.17K | SH | $9.25M 1.74% | 0.00 | 0.00 | 0.00 |
Targa Resources CorporationSOLE | STOCK | 34.03K | SH | $9.13M 1.72% | 0.00 | 0.00 | 0.00 |
Amazon.com, Inc.SOLE | STOCK | 36.55K | SH | $8.71M 1.64% | 0.00 | 0.00 | 0.00 |
Applied Materials, Inc.SOLE | STOCK | 11.92K | SH | $8.62M 1.62% | 0.00 | 0.00 | 0.00 |
GE Vernova, Inc.SOLE | STOCK | 7.03K | SH | $8.26M 1.56% | 0.00 | 0.00 | 0.00 |
Phillips 66SOLE | STOCK | 45.44K | SH | $7.68M 1.45% | 0.00 | 0.00 | 0.00 |
JPMorgan Chase & CompanySOLE | STOCK | 23.09K | SH | $7.56M 1.42% | 0.00 | 0.00 | 0.00 |
Kinder Morgan, Inc.SOLE | STOCK | 227.99K | SH | $7.29M 1.37% | 0.00 | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | STOCK | 30.45K | SH | $7.28M 1.37% | 0.00 | 0.00 | 0.00 |
Microsoft CorporationSOLE | STOCK | 19.30K | SH | $7.20M 1.36% | 0.00 | 0.00 | 0.00 |
Exxon Mobil CorporationSOLE | STOCK | 52.45K | SH | $7.17M 1.35% | 0.00 | 0.00 | 0.00 |
Chevron CorporationSOLE | STOCK | 40.79K | SH | $6.76M 1.27% | 0.00 | 0.00 | 0.00 |
Enbridge, Inc.SOLE | STOCK | 119.78K | SH | $6.49M 1.22% | 0.00 | 0.00 | 0.00 |
Vistra CorporationSOLE | STOCK | 35.20K | SH | $5.58M 1.05% | 0.00 | 0.00 | 0.00 |
NextEra Energy, Inc.SOLE | STOCK | 62.23K | SH | $5.46M 1.03% | 0.00 | 0.00 | 0.00 |
Constellation Energy Corp.SOLE | STOCK | 21.85K | SH | $5.43M 1.02% | 0.00 | 0.00 | 0.00 |
Advanced Micro Devices, Inc.SOLE | STOCK | 9.30K | SH | $5.40M 1.02% | 0.00 | 0.00 | 0.00 |
Equinix, Inc.SOLE | STOCK | 5.16K | SH | $5.38M 1.01% | 0.00 | 0.00 | 0.00 |
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