13F Insight
DOSSIER · 13F-HR · Q3 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY

$537M in tracked AUM across 370 positions as of Q3 2026.

SO
CIK 0001041283 · last filed Sep 30, 2026
Total AUM
$537M
as of Q3 2026
Holdings
370
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corporation
$36M157K6.7%02
VLO
Valero Energy Corporation
$16M41K2.9%03
GOOGL
Alphabet, Inc.
$15M43K2.7%04
MPC
Marathon Petroleum Corporation
$14M36K2.7%05
AAPL
Apple, Inc.
$12M35K2.2%06
PSX
Phillips 66
$12M45K2.1%07
MSFT
Microsoft Corporation
$10M19K1.8%08
WELL
Welltower, Inc.
$10M42K1.8%09
WMB
Williams Companies, Inc. (The)
$9M138K1.8%10
TRGP
Targa Resources Corporation
$9M34K1.7%

Filing history

2026Q3Sep 30
$537M▲ 1.2%
370 positionsView →2026Q2Jun 30
$530M▲ 4.7%
383 positionsView →2026Q1Mar 31
$507M▲ 7.4%
376 positionsView →2025Q4Dec 31
$472M▼ 5.4%
383 positionsView →2025Q3Sep 30
$499M▲ 4.0%
386 positionsLocked2025Q2Jun 30
$480M▼ 2.9%
394 positionsLocked2025Q1Mar 31
$494M▲ 0.0%
395 positionsLocked2024Q4Dec 31
$494M▼ 1.6%
388 positionsLocked2024Q3Sep 30
$502M▲ 1.8%
387 positionsLocked2024Q2Jun 30
$493M▼ 0.7%
383 positionsLocked2024Q1Mar 31
$496M▲ 8.9%
348 positionsLocked2023Q4Dec 31
$456M▲ 3.0%
329 positionsLocked
Showing 12 of 39