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SPIRIT OF AMERICA MANAGEMENT CORP/NY — 13F Holdings & Portfolio

CIK 1041283 · latest 13F-HR filed 2026-07-14

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SPIRIT OF AMERICA MANAGEMENT CORP/NY manages $530.5M in 13F-reported U.S. long-equity assets across 383 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (5.91%), GOOGL (2.90%), CAT (2.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 11, added to 122, and trimmed 101.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
477 JERICHO TURNPIKE
SYOSSET, NY 11791
Phone
(516) 390-5575
Filing Manager
SPIRIT OF AMERICA MANAGEMENT CORP/NY
SYOSSET, NY
Signatory
Joseph C. Pickard, Esq.
SVP - General Counsel
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AUM

$530.5M

Long-equity book

Holdings

383

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+13 / −11 / ↑122 / ↓101

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Applied Materials, Inc.$4.5M +111.5%
  • Caterpillar, Inc.$4.0M +50.3%
  • Advanced Micro Devices, Inc.$3.6M +191.8%
  • NVIDIA Corporation$3.3M +11.8%
  • Alphabet, Inc.$2.7M +20.9%
Show all 122 →

Top Trims

  • Exxon Mobil Corporation-$2.1M -22.9%
  • Chevron Corporation-$1.9M -22.4%
  • Cheniere Energy, Inc.-$1.3M -15.2%
  • Phillips 66-$1.2M -13.0%
  • MPLX, L.P.-$889.6K -19.6%
Show all 101 →

New Positions

  • Honeywell International, Inc.$990.8K
  • Honeywell Aerospace, Inc.$978.3K
  • Janus Living, Inc.$143.7K
  • Fedex Freight Holding Company, Inc.$128.3K
  • Marvell Technology, Inc.$119.2K
Show all 13 →

Exited Positions

  • Coterra Energy, Inc.$2.1M
  • Honeywell International, Inc.$2.0M
  • UGI Corporation$291.4K
  • Zscaler, Inc.$196.4K
  • United Parcel Service, Inc.$103.3K
Show all 11 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corporation NVDA 67066G104 $31.4M 5.91% 156,820 SH
2 Alphabet, Inc. GOOGL 02079K305 $15.4M 2.90% 43,100 SH
3 Caterpillar, Inc. CAT 149123101 $11.9M 2.25% 11,190 SH
4 Apple, Inc. AAPL 037833100 $10.3M 1.94% 35,482 SH
5 Valero Energy Corporation VLO 91913Y100 $9.2M 1.74% 35,419 SH
6 Applied Materials, Inc. AMAT 038222105 $8.6M 1.62% 11,920 SH
7 Marathon Petroleum Corporation MPC 56585A102 $8.5M 1.61% 33,325 SH
8 Williams Companies, Inc. (The) WMB 969457100 $8.0M 1.51% 107,782 SH
9 Welltower, Inc. WELL 95040Q104 $8.0M 1.50% 35,175 SH
10 Targa Resources Corporation TRGP 87612G101 $7.7M 1.46% 28,808 SH
11 JPMorgan Chase & Company JPM 46625H100 $7.6M 1.42% 23,092 SH
12 Amazon.com, Inc. AMZN 023135106 $7.5M 1.42% 31,650 SH
13 Microsoft Corporation MSFT 594918104 $7.2M 1.36% 19,299 SH
14 Phillips 66 PSX 718546104 $7.0M 1.32% 41,336 SH
15 Kinder Morgan, Inc. KMI 49456B101 $6.8M 1.28% 212,244 SH
16 Exxon Mobil Corporation XOM 30231G102 $6.2M 1.16% 44,989 SH
17 Enbridge, Inc. ENB 29250N105 $6.1M 1.15% 112,277 SH
18 Cheniere Energy, Inc. LNG 16411R208 $6.0M 1.14% 25,200 SH
19 Chevron Corporation CVX 166764100 $5.9M 1.12% 35,828 SH
20 Advanced Micro Devices, Inc. AMD 007903107 $5.4M 1.02% 9,300 SH
21 Oracle Corporation ORCL 68389X105 $4.6M 0.86% 31,225 SH
22 GE Vernova, Inc. GEV 36828A101 $4.6M 0.86% 3,890 SH
23 Crowdstrike Holdings, Inc. CRWD 22788C105 $4.5M 0.84% 5,850 SH
24 Equinix, Inc. EQIX 29444U700 $4.4M 0.84% 4,260 SH
25 Enterprise Products Partners, L.P. EPD 293792107 $4.4M 0.83% 119,886 SH
26 Energy Transfer, L.P. ET 29273V100 $4.2M 0.80% 221,200 SH
27 Costco Wholesale Corporation COST 22160K105 $4.2M 0.79% 4,481 SH
28 AbbVie, Inc. ABBV 00287Y109 $4.1M 0.78% 16,350 SH
29 Iron Mountain, Inc. IRM 46284V101 $4.1M 0.77% 32,500 SH
30 ONEOK, Inc. OKE 682680103 $4.0M 0.76% 46,197 SH
31 ConocoPhillips COP 20825C104 $3.8M 0.72% 36,977 SH
32 Plains All American Pipeline, L.P. PAA 726503105 $3.8M 0.71% 169,300 SH
33 Western Midstream Partners, L.P. WES 958669103 $3.7M 0.70% 85,150 SH
34 GE Vernova, Inc. GEV 36828A101 $3.7M 0.70% 3,140 SH
35 Eli Lilly & Company LLY 532457108 $3.6M 0.68% 3,015 SH
36 Digital Realty Trust, Inc. DLR 253868103 $3.6M 0.68% 20,031 SH
37 MPLX, L.P. MPLX 55336V100 $3.6M 0.68% 63,647 SH
38 Deere & Company DE 244199105 $3.5M 0.66% 5,560 SH
39 Texas Pacific Land Corporation TPL 88262P102 $3.5M 0.66% 8,045 SH
40 Baker Hughes Company BKR 05722G100 $3.5M 0.66% 63,250 SH
41 McKesson Corporation MCK 58155Q103 $3.5M 0.66% 4,620 SH
42 Hess Midstream LP HESM 428103105 $3.3M 0.63% 88,337 SH
43 Simon Property Group, Inc. SPG 828806109 $3.3M 0.63% 14,850 SH
44 Prologis, Inc. PLD 74340W103 $3.3M 0.62% 24,301 SH
45 Devon Energy Corporation DVN 25179M103 $3.3M 0.61% 78,800 SH
46 TC Energy Corporation TRP 87807B107 $3.2M 0.60% 48,078 SH
47 NextEra Energy, Inc. NEE 65339F101 $3.2M 0.60% 36,050 SH
48 Walmart, Inc. WMT 931142103 $3.1M 0.59% 27,702 SH
49 Citigroup, Inc. C 172967424 $3.0M 0.56% 21,250 SH
50 Ventas, Inc. VTR 92276F100 $2.9M 0.55% 33,050 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-14 $530.5M 383 0001104659-26-083417
2026-03-31 2026-04-15 $506.6M 376 0001104659-26-043635
2025-12-31 2026-01-15 $471.6M 383 0001104659-26-004037