SPIRIT OF AMERICA MANAGEMENT CORP/NY
CIK 0001041283 · SYOSSET, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$530.5M
2026 Q2
Positions
308
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
23.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA Corporation
6.0%
GOOGL
Alphabet, Inc.
2.9%
CAT
Caterpillar, Inc.
2.2%
VLO
Valero Energy Corporation
2.0%
WMB
Williams Companies, Inc. (The)
1.9%
AAPL
Apple, Inc.
1.9%
WELL
Welltower, Inc.
1.8%
MPC
Marathon Petroleum Corporation
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.