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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 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXC Exelon Corporation Utilities 29,550.0 $1.3M 0.27% +4K +15.4% $43.59 +6.9%
42 EVRG Evergy, Inc. Utilities 16,750.0 $1.2M 0.26% +3K +21.4% $72.49 +16.1%
43 PLTR Palantir Technologies, Inc. Technology 6,400.0 $1.1M 0.24% +300.0 +4.9% $177.75 -22.3%
44 GOOG Alphabet, Inc. Communication Services 3,550.0 $1.1M 0.24% +100.0 +2.9% $313.80 +22.1%
45 NRG NRG Energy, Inc. Utilities 6,950.0 $1.1M 0.23% +1K +25.2% $159.24 -14.1%
46 PANW Palo Alto Networks, Inc. Technology 5,750.0 $1.1M 0.23% +100.0 +1.8% $184.20 +37.7%
47 SO Southern Company (The) Utilities 11,300.0 $985K 0.21% +3K +31.4% $87.20 +7.8%
48 CNP CenterPoint Energy, Inc. Utilities 24,800.0 $951K 0.20% +3K +14.0% $38.34 +12.5%
49 NOW ServiceNow, Inc. Technology 5,650.0 $866K 0.18% +5K +400.0% $153.19 -28.7%
50 IDA IDACORP, Inc. Utilities 6,500.0 $823K 0.17% +500.0 +8.3% $126.56 +13.6%
51 CWEN Clearway Energy, Inc. Utilities 23,800.0 $792K 0.17% +3K +14.4% $33.26 +21.9%
52 WM Waste Management, Inc. Industrials 3,200.0 $703K 0.15% +450.0 +16.4% $219.71 -1.4%
53 QCOM QUALCOMM, Inc. Technology 4,050.0 $693K 0.15% +300.0 +8.0% $171.05 +37.7%
54 CPK Chesapeake Utilities Corporation Utilities 4,500.0 $561K 0.12% +500.0 +12.5% $124.76 +1.1%
55 NWN Northwest Natural Holding Company Utilities 11,950.0 $559K 0.12% +650.0 +5.8% $46.74 +7.6%
56 NJR New Jersey Resources Corporation Utilities 11,650.0 $537K 0.11% +2K +22.6% $46.12 +23.4%
57 AMT American Tower Corporation Real Estate 2,970.0 $521K 0.11% +650.0 +28.0% $175.57 +6.4%
58 RSG Republic Services, Inc. Industrials 2,200.0 $466K 0.10% +450.0 +25.7% $211.93 -3.0%
59 LNT Alliant Energy Corporation Utilities 7,000.0 $455K 0.10% +400.0 +6.1% $65.01 +13.3%
60 NEM Newmont Corporation Basic Materials 4,500.0 $449K 0.10% +2K +114.3% $99.85 +4.4%
Page 3 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%