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Portfolio (Quarterly) Guide ↗

SPIRIT OF AMERICA MANAGEMENT CORP/NY

· CIK 0001041283
13F Portfolio $530M AUM 383 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 17 New 122 Added 69 Reduced 17 Exited
Page 2 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DVN Devon Energy Corporation Energy 78,800.0 $3.3M 0.61% +42K +116.2% $41.32 +16.7%
22 PPL PPL Corporation Utilities 87,950.0 $3.2M 0.60% +6K +6.7% $36.35 -3.6%
23 DUK Duke Energy Corporation Utilities 23,900.0 $3.0M 0.57% +2K +8.4% $126.58 -3.6%
24 C Citigroup, Inc. Financial Services 21,250.0 $3.0M 0.56% +300.0 +1.4% $139.96 -5.9%
25 VTR Ventas, Inc. Real Estate 33,050.0 $2.9M 0.55% +5K +17.0% $88.80 +5.3%
26 GS Goldman Sachs Group, Inc. (The) Financial Services 2,765.0 $2.8M 0.53% +50.0 +1.8% $1011.37 +2.5%
27 TSLA Tesla, Inc. Consumer Cyclical 6,475.0 $2.7M 0.51% +850.0 +15.1% $420.60 -17.0%
28 AVGO Broadcom, Inc. Technology 6,900.0 $2.6M 0.49% +2K +29.6% $377.75 -5.0%
29 CMI Cummins, Inc. Industrials 3,600.0 $2.6M 0.48% +50.0 +1.4% $713.21 -19.9%
30 WEC WEC Energy Group, Inc. Utilities 21,800.0 $2.5M 0.48% +2K +10.4% $116.77 -7.9%
31 EOG EOG Resources, Inc. Energy 19,500.0 $2.5M 0.48% +500.0 +2.6% $129.73 +15.8%
32 AEP American Electric Power Company, Inc. Utilities 17,950.0 $2.5M 0.46% +1K +6.5% $136.81 -10.8%
33 DTE DTE Energy Company Utilities 16,100.0 $2.5M 0.46% +1K +8.1% $152.37 -11.0%
34 VICI VICI Properties, Inc. Real Estate 90,370.0 $2.4M 0.45% +6K +7.1% $26.55 +0.9%
35 OKLO Oklo, Inc. Utilities 45,050.0 $2.4M 0.44% +500.0 +1.1% $52.33 -24.2%
36 OHI Omega Healthcare Investors, Inc. Real Estate 47,000.0 $2.2M 0.42% +2K +4.4% $47.68 -2.3%
37 GLW Corning, Inc. Technology 8,500.0 $2.2M 0.41% +500.0 +6.2% $255.43 -43.0%
38 XEL Xcel Energy, Inc. Utilities 26,300.0 $2.1M 0.40% +3K +12.4% $80.30 -3.7%
39 CSCO Cisco Systems, Inc. Technology 17,450.0 $2.0M 0.39% +300.0 +1.8% $117.46 -6.2%
40 META Meta Platforms, Inc. Communication Services 3,630.0 $2.0M 0.39% +700.0 +23.9% $563.29 -0.8%
Page 2 of 7  ·  122 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 28.5%
Technology 17.9%
Utilities 15.6%
Real Estate 14.2%
Industrials 5.8%
Financial Services 4.6%
Communication Services 4.4%
Consumer Cyclical 3.1%
Healthcare 3.0%
Consumer Defensive 2.2%