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SPIRIT OF AMERICA MANAGEMENT CORP/NY 13F portfolio summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY of SPIRIT OF AMERICA MANAGEMENT CORP/NY has 308 current stock holdings with a reported portfolio value of $530.5M. The portfolio 1 year return is +19.40%. Top holdings include NVDA (5.96%), GOOGL (2.90%), CAT (2.25%), VLO (2.03%), WMB (1.94%).

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SPIRIT OF AMERICA MANAGEMENT CORP/NY

SPIRIT OF AMERICA MANAGEMENT CORP/NY
Latest filing: 2026-06-30

SPIRIT OF AMERICA MANAGEMENT CORP/NY runs SPIRIT OF AMERICA MANAGEMENT CORP/NY and currently holds 308 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $530.49M. Their top holdings are NVDA, GOOGL, CAT, VLO, WMB. The top five represent 15.1% of reported portfolio weight. SPIRIT OF AMERICA MANAGEMENT CORP/NY ranks #606 out of 1000 investors tracked by Alpha Score. They added to 41 existing positions. They trimmed 29 positions. Their current best-performing preview position is AMD with returns of +185.56%.

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Top 5 Holdings
NVDA6.0%
GOOGL2.9%
CAT2.2%
VLO2.0%
WMB1.9%
Top 5: 15.1%
Portfolio Returns
1 Year
+19.40%
#706/1000
3 Year
+61.29%
#614/1000
5 Year
+71.39%
#529/1000

Portfolio Value

$530.49M

Alpha Score

51.4

#606 of 1000

Holdings

308

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308 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
NVDA
NVIDIA Corporation
5.96%$5.85$214.76+3,571.11%
Trimmed
-2.53%
GOOGL
Alphabet, Inc.
2.90%$80.51$344.82+328.29%
Trimmed
-2.71%
CAT
Caterpillar, Inc.
2.25%$118.84$827.65+596.44%
Held
VLO
Valero Energy Corporation
2.03%$70.78$348.81+392.81%
Trimmed
-9.93%
WMB
Williams Companies, Inc. (The)
1.94%$26.69$70.50+164.14%
Trimmed
-5.34%
AAPL
Apple, Inc.
1.94%$19.87$309.35+1,456.87%
Trimmed
-0.56%
WELL
Welltower, Inc.
1.79%$94.25$239.27+153.86%
Added
+0.72%
MPC
Marathon Petroleum Corporation
1.74%$61.32$360.81+488.41%
Trimmed
-9.28%
TRGP
Targa Resources Corporation
1.72%$68.24$299.05+338.23%
Trimmed
-4.76%
AMZN
Amazon.com, Inc.
1.64%$169.30$258.63+52.76%
Added
+1.67%

Showing 1-10 of 308