13F Insight
DOSSIER · 13F-HR · Q2 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY

$530M in tracked AUM across 383 positions as of Q2 2026.

SO
CIK 0001041283 · last filed Jun 30, 2026
Total AUM
$530M
as of Q2 2026
Holdings
383
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA Corporation
$32M158K6.0%02
GOOGL
Alphabet, Inc.
$15M43K2.9%03
CAT
Caterpillar, Inc.
$12M11K2.2%04
VLO
Valero Energy Corporation
$11M41K2.0%05
WMB
Williams Companies, Inc. (The)
$10M138K1.9%06
AAPL
Apple, Inc.
$10M35K1.9%07
WELL
Welltower, Inc.
$9M42K1.8%08
MPC
Marathon Petroleum Corporation
$9M36K1.7%09
TRGP
Targa Resources Corporation
$9M34K1.7%10
AMZN
Amazon.com, Inc.
$9M37K1.6%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$443M▼ 0.3%
303 positionsLocked
Showing 12 of 38