Spirit Of America Management Corp/Ny Top Holdings and 13F Report (2025)

About Spirit Of America Management Corp/Ny

Investment Activity

Spirit Of America Management Corp/Ny has $498.56 million in total holdings as of September 30, 2025.
Spirit Of America Management Corp/Ny owns shares of 308 different stocks, but just 103 companies or ETFs make up 80% of its holdings.
Approximately 4.05% of the portfolio was purchased this quarter.
About 6.16% of the portfolio was sold this quarter.
This quarter, Spirit Of America Management Corp/Ny has purchased 314 new stocks and bought additional shares in 94 stocks.
Spirit Of America Management Corp/Ny sold shares of 66 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

NVIDIA: $31,573,068
Alphabet: $10,793,640
Williams Companies: $10,359,753
Microsoft: $9,995,917
Apple: $9,136,634

Largest New Holdings this Quarter

64361Q101 - Viper Energy, Inc.: $1,073,982 Holding
21873S108 - CoreWeave, Inc.: $369,495 Holding
651639106 - Newmont: $177,051 Holding
67079K100 - NuScale Power: $162,000 Holding
35671D857 - Freeport-McMoRan: $137,270 Holding

Largest Purchases this Quarter

GE Vernova LLC: 3,050 shares (about $1.88M)
Constellation Energy: 4,800 shares (about $1.58M)
Talen Energy Corp.: 3,550 shares (about $1.51M)
AltC Acquisition: 13,050 shares (about $1.46M)
Vistra: 6,350 shares (about $1.24M)

Largest Sales this Quarter

NVIDIA: 8,400 shares (about $1.57M)
Targa Resources: 8,550 shares (about $1.43M)
ONEOK: 18,500 shares (about $1.35M)
Williams Companies: 19,900 shares (about $1.26M)
Walmart: 12,200 shares (about $1.26M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$31,573,068	$1,567,272 ▼	-4.7%	169,220	6.3%	Computer and Technology
GOOGL Alphabet	$10,793,640		0.0%	44,400	2.2%	Computer and Technology
WMB Williams Companies	$10,359,753	$1,260,665 ▼	-10.8%	163,532	2.1%	Energy
MSFT Microsoft	$9,995,917		0.0%	19,299	2.0%	Computer and Technology
AAPL Apple	$9,136,634	$789,353 ▼	-8.0%	35,882	1.8%	Computer and Technology
ORCL Oracle	$8,261,425	$267,178 ▲	3.3%	29,375	1.7%	Computer and Technology
VLO Valero Energy	$8,093,139	$1,242,898 ▼	-13.3%	47,534	1.6%	Energy
MPC Marathon Petroleum	$8,051,714	$761,323 ▼	-8.6%	41,775	1.6%	Energy
Cheniere Energy, Inc.	$7,930,575	$822,430 ▼	-9.4%	33,750	1.6%	STOCK
ENB Enbridge	$7,726,788	$605,520 ▼	-7.3%	153,127	1.5%	Energy
KMI Kinder Morgan	$7,509,058	$523,735 ▼	-6.5%	265,244	1.5%	Energy
PSX Phillips 66	$7,275,166	$775,314 ▼	-9.6%	53,486	1.5%	Energy
AMZN Amazon.com	$7,136,025	$274,463 ▲	4.0%	32,500	1.4%	Retail/Wholesale
WELL Welltower	$7,094,426	$124,698 ▲	1.8%	39,825	1.4%	Finance
JPM JPMorgan Chase & Co.	$6,936,937	$31,543 ▲	0.5%	21,992	1.4%	Finance
TRGP Targa Resources	$6,908,177	$1,432,467 ▼	-17.2%	41,233	1.4%	Energy
CVX Chevron	$6,729,958	$784,525 ▼	-10.4%	43,338	1.3%	Energy
ET Energy Transfer	$6,695,832	$677,820 ▼	-9.2%	390,200	1.3%	Energy
COST Costco Wholesale	$6,253,556		0.0%	6,756	1.3%	Retail/Wholesale
CEG Constellation Energy	$6,202,970	$1,579,536 ▲	34.2%	18,850	1.2%	Energy
VST Vistra	$6,044,132	$1,244,092 ▲	25.9%	30,850	1.2%	Utilities
XOM Exxon Mobil	$5,924,675	$1,014,750 ▼	-14.6%	52,547	1.2%	Energy
EPD Enterprise Products Partners	$5,570,313	$187,620 ▼	-3.3%	178,136	1.1%	Energy
MPLX Mplx	$5,414,430	$174,825 ▼	-3.1%	108,397	1.1%	Energy
CAT Caterpillar	$5,291,594		0.0%	11,090	1.1%	Industrials
EQIX Equinix	$5,098,892	$939,888 ▼	-15.6%	6,510	1.0%	Finance
WES Western Midstream Partners	$4,995,724	$196,450 ▼	-3.8%	127,150	1.0%	Energy
OKE ONEOK	$4,806,680	$1,349,945 ▼	-21.9%	65,872	1.0%	Energy
HESM Hess Midstream Partners	$4,762,268	$103,650 ▼	-2.1%	137,837	1.0%	Energy
ABBV AbbVie	$4,758,147	$173,655 ▼	-3.5%	20,550	1.0%	Medical
DLR Digital Realty Trust	$4,612,611	$475,420 ▼	-9.3%	26,681	0.9%	Finance
ALCC AltC Acquisition	$4,560,086	$1,456,772 ▲	46.9%	40,850	0.9%	Energy
NEE NextEra Energy	$4,319,916	$275,539 ▲	6.8%	57,225	0.9%	Utilities
Talen Energy Corp.	$4,296,338	$1,510,099 ▲	54.2%	10,100	0.9%	STOCK
PAA Plains All American Pipeline	$4,270,118	$324,140 ▼	-7.1%	250,300	0.9%	Energy
IRM Iron Mountain	$3,970,563	$438,342 ▼	-9.9%	38,950	0.8%	Business Services
COP ConocoPhillips	$3,651,552	$926,982 ▼	-20.2%	38,604	0.7%	Energy
MCK McKesson	$3,607,762	$38,627 ▼	-1.1%	4,670	0.7%	Medical
SPG Simon Property Group	$3,368,677	$65,685 ▲	2.0%	17,950	0.7%	Finance
AVB AvalonBay Communities	$3,339,910		0.0%	17,290	0.7%	Finance
WMT Walmart	$3,323,891	$1,257,332 ▼	-27.4%	32,252	0.7%	Retail/Wholesale
PLD Prologis	$3,309,743	$171,780 ▼	-4.9%	28,901	0.7%	Finance
TRP TC Energy	$3,268,844	$54,410 ▼	-1.6%	60,078	0.7%	Energy
BKR Baker Hughes	$3,142,440	$158,340 ▼	-4.8%	64,500	0.6%	Energy
ETR Entergy	$2,870,253	$498,567 ▲	21.0%	30,800	0.6%	Utilities
GE Vernova LLC	$2,859,286	$1,875,446 ▲	190.6%	4,650	0.6%	STOCK
PPL PPL	$2,775,852	$297,280 ▲	12.0%	74,700	0.6%	Utilities
VICI VICI Properties	$2,751,306	$32,610 ▼	-1.2%	84,370	0.6%	Finance
BX Blackstone	$2,733,600	$34,170 ▲	1.3%	16,000	0.5%	Finance
ESS Essex Property Trust	$2,605,938	$26,766 ▲	1.0%	9,736	0.5%	Finance
DE Deere & Company	$2,588,092		0.0%	5,660	0.5%	Industrials
V Visa	$2,577,419		0.0%	7,550	0.5%	Business Services
LLY Eli Lilly and Company	$2,567,495	$76,300 ▼	-2.9%	3,365	0.5%	Medical
AMAT Applied Materials	$2,563,345		0.0%	12,520	0.5%	Computer and Technology
EOG EOG Resources	$2,489,064	$549,388 ▼	-18.1%	22,200	0.5%	Energy
HD Home Depot	$2,487,056		0.0%	6,138	0.5%	Retail/Wholesale
DUK Duke Energy	$2,437,876	$327,938 ▲	15.5%	19,700	0.5%	Utilities
EQR Equity Residential	$2,363,616		0.0%	36,515	0.5%	Finance
PSA Public Storage	$2,289,136		0.0%	7,925	0.5%	Finance
BP BP	$2,286,800	$275,680 ▼	-10.8%	66,361	0.5%	Energy
NFLX Netflix	$2,253,970	$335,698 ▲	17.5%	1,880	0.5%	Consumer Discretionary
GS The Goldman Sachs Group	$2,162,090		0.0%	2,715	0.4%	Finance
CRWD CrowdStrike	$2,145,413	$294,228 ▲	15.9%	4,375	0.4%	Computer and Technology
C Citigroup	$2,106,125	$40,600 ▲	2.0%	20,750	0.4%	Financial Services
TPL Texas Pacific Land	$2,105,358	$186,728 ▼	-8.1%	2,255	0.4%	Energy
BRK.B Berkshire Hathaway	$2,071,289		0.0%	4,120	0.4%	Finance
WEC WEC Energy Group	$2,062,620	$34,377 ▲	1.7%	18,000	0.4%	Utilities
FANG Diamondback Energy	$2,046,330	$787,050 ▼	-27.8%	14,300	0.4%	Energy
VRT Vertiv	$1,938,551	$173,489 ▲	9.8%	12,850	0.4%	Computer and Technology
DTE DTE Energy	$1,902,234	$240,431 ▲	14.5%	13,450	0.4%	Utilities
TSLA Tesla	$1,901,178	$200,124 ▲	11.8%	4,275	0.4%	Auto/Tires/Trucks
HON Honeywell International	$1,862,925		0.0%	8,850	0.4%	Multi-Sector Conglomerates
O Realty Income	$1,862,180	$30,395 ▲	1.7%	30,633	0.4%	Finance
AEP American Electric Power	$1,833,750	$180,000 ▲	10.9%	16,300	0.4%	Utilities
UDR United Dominion Realty Trust	$1,820,151		0.0%	48,850	0.4%	Finance
OHI Omega Healthcare Investors	$1,773,240	$105,550 ▲	6.3%	42,000	0.4%	Finance
TRNO Terreno Realty	$1,772,019	$553,313 ▼	-23.8%	31,225	0.4%	Finance
TXN Texas Instruments	$1,685,723		0.0%	9,175	0.3%	Computer and Technology
AXP American Express	$1,660,800		0.0%	5,000	0.3%	Finance
DIS Walt Disney	$1,660,250		0.0%	14,500	0.3%	Consumer Discretionary
XEL Xcel Energy	$1,625,098	$262,113 ▲	19.2%	20,150	0.3%	Utilities
AVGO Broadcom	$1,583,568	$362,901 ▲	29.7%	4,800	0.3%	Computer and Technology
CMG Chipotle Mexican Grill	$1,575,438	$137,165 ▼	-8.0%	40,200	0.3%	Retail/Wholesale
SRE Sempra Energy	$1,574,650	$31,493 ▲	2.0%	17,500	0.3%	Utilities
WDAY Workday	$1,559,930		0.0%	6,480	0.3%	Computer and Technology
META Meta Platforms	$1,527,510	$315,783 ▲	26.1%	2,080	0.3%	Computer and Technology
CMI Cummins	$1,499,414		0.0%	3,550	0.3%	Auto/Tires/Trucks
VZ Verizon Communications	$1,496,058		0.0%	34,040	0.3%	Computer and Technology
EXR Extra Space Storage	$1,491,145	$197,316 ▼	-11.7%	10,580	0.3%	Finance
DINO HF Sinclair	$1,448,562	$78,510 ▼	-5.1%	27,676	0.3%	Energy
AEE Ameren	$1,435,225	$297,483 ▲	26.1%	13,750	0.3%	Utilities
CMS CMS Energy	$1,432,233	$234,432 ▲	19.6%	19,550	0.3%	Utilities
CTRA Coterra Energy	$1,430,825	$555,775 ▼	-28.0%	60,500	0.3%	Energy
ES Eversource Energy	$1,426,357	$67,583 ▲	5.0%	20,050	0.3%	Utilities
FE FirstEnergy	$1,425,002	$144,333 ▲	11.3%	31,100	0.3%	Utilities
AMD Advanced Micro Devices	$1,407,573	$186,059 ▲	15.2%	8,700	0.3%	Computer and Technology
NI NiSource	$1,407,250	$168,870 ▲	13.6%	32,500	0.3%	Utilities
MA Mastercard	$1,393,585		0.0%	2,450	0.3%	Business Services
OXY Occidental Petroleum	$1,374,975	$330,750 ▼	-19.4%	29,100	0.3%	Energy
STAG Stag Industrial	$1,374,546	$105,870 ▼	-7.2%	38,950	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Spirit Of America Management Corp/Ny Top Holdings and 13F Report (2025)

About Spirit Of America Management Corp/Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Spirit Of America Management Corp/Ny Top Holdings and 13F Report (2025)

About Spirit Of America Management Corp/Ny

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSpirit Of America Management Corp/Ny

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools