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Portfolio (Quarterly) Guide ↗

SPIRIT OF AMERICA MANAGEMENT CORP/NY

· CIK 0001041283
13F Portfolio $472M AUM 383 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 70 Added 106 Reduced 8 Exited
Page 2 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WEC WEC Energy Group, Inc. Utilities 19,750.0 $2.1M 0.44% +2K +9.7% $105.46 +7.5%
22 OHI Omega Healthcare Investors, Inc. Real Estate 45,000.0 $2.0M 0.42% +3K +7.1% $44.34 +7.5%
23 NFLX Netflix, Inc. Communication Services 21,050.0 $2.0M 0.42% +19K +1019.7% $93.76 -7.6%
24 AMD Advanced Micro Devices, Inc. Technology 9,100.0 $1.9M 0.41% +400.0 +4.6% $214.16 +132.1%
25 AEP American Electric Power Company, Inc. Utilities 16,850.0 $1.9M 0.41% +550.0 +3.4% $115.31 +11.6%
26 META Meta Platforms, Inc. Communication Services 2,930.0 $1.9M 0.41% +850.0 +40.9% $660.09 -3.1%
27 DTE DTE Energy Company Utilities 14,900.0 $1.9M 0.41% +1K +10.8% $128.98 +13.2%
28 AVGO Broadcom, Inc. Technology 5,325.0 $1.8M 0.39% +525.0 +10.9% $346.10 +21.4%
29 TPL Texas Pacific Land Corporation Energy 6,345.0 $1.8M 0.39% +4K +181.4% $287.22 +42.3%
30 O Realty Income Corporation Real Estate 31,633.0 $1.8M 0.38% +1K +3.3% $56.37 +10.5%
31 XEL Xcel Energy, Inc. Utilities 23,400.0 $1.7M 0.37% +3K +16.1% $73.86 +9.1%
32 SRE Sempra Utilities 18,550.0 $1.6M 0.35% +1K +6.0% $88.29 +3.1%
33 PEG Public Service Enterprise Group, Inc. Utilities 19,500.0 $1.6M 0.33% +3K +18.5% $80.30 -0.4%
34 AEE Ameren Corporation Utilities 15,400.0 $1.5M 0.33% +2K +12.0% $99.86 +11.1%
35 CMS CMS Energy Corporation Utilities 21,700.0 $1.5M 0.32% +2K +11.0% $69.93 +6.1%
36 FE FirstEnergy Corporation Utilities 33,800.0 $1.5M 0.32% +3K +8.7% $44.77 +4.6%
37 NI NiSource, Inc. Utilities 35,500.0 $1.5M 0.31% +3K +9.2% $41.76 +13.6%
38 EXR Extra Space Storage, Inc. Real Estate 10,880.0 $1.4M 0.30% +300.0 +2.8% $130.22 +9.8%
39 BAC Bank of America Corporation Financial Services 25,350.0 $1.4M 0.30% +500.0 +2.0% $55.00 -7.0%
40 WTRG Essential Utilities, Inc. Utilities 34,350.0 $1.3M 0.28% +2K +5.4% $38.36 -2.6%
Page 2 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 28.7%
Technology 17.1%
Utilities 15.3%
Real Estate 14.0%
Financial Services 5.3%
Communication Services 4.9%
Industrials 4.7%
Healthcare 3.5%
Consumer Cyclical 3.3%
Consumer Defensive 2.6%