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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW Palo Alto Networks, Inc. Technology 5,900.0 $2.0M 0.38% +150.0 +2.6% $341.02 +2.9%
42 AEE Ameren Corporation Utilities 16,950.0 $1.9M 0.36% +2K +10.1% $113.04 -5.2%
43 SRE Sempra Utilities 20,500.0 $1.9M 0.36% +2K +10.5% $92.71 -8.8%
44 NI NiSource, Inc. Utilities 38,550.0 $1.8M 0.35% +3K +8.6% $47.55 -14.1%
45 CMS CMS Energy Corporation Utilities 23,750.0 $1.8M 0.34% +2K +9.4% $76.50 -10.6%
46 EXR Extra Space Storage, Inc. Real Estate 12,480.0 $1.8M 0.34% +2K +14.7% $145.30 +0.7%
47 PEG Public Service Enterprise Group, Inc. Utilities 21,850.0 $1.8M 0.33% +2K +12.1% $81.16 -9.4%
48 FE FirstEnergy Corporation Utilities 36,600.0 $1.7M 0.33% +3K +8.3% $47.54 -2.0%
49 SLB SLB Ltd. Energy 36,900.0 $1.7M 0.32% +2K +7.3% $46.49 +16.2%
50 NFLX Netflix, Inc. Communication Services 22,450.0 $1.6M 0.30% +1K +6.7% $71.40 +12.1%
51 EVRG Evergy, Inc. Utilities 18,100.0 $1.6M 0.29% +1K +8.1% $86.43 -5.8%
52 EXC Exelon Corporation Utilities 32,450.0 $1.5M 0.28% +3K +9.8% $46.62 -4.9%
53 OXY Occidental Petroleum Corporation Energy 29,600.0 $1.4M 0.27% +500.0 +1.7% $48.57 +23.8%
54 REGCO Regency Centers Corporation 17,300.0 $1.4M 0.26% +4K +29.1% $79.74
55 CNP CenterPoint Energy, Inc. Utilities 28,800.0 $1.3M 0.24% +4K +16.1% $44.04 -11.2%
56 EQT EQT Corporation Energy 23,500.0 $1.2M 0.24% +500.0 +2.2% $53.17 +1.2%
57 SO Southern Company (The) Utilities 12,800.0 $1.2M 0.23% +2K +13.3% $95.71 -5.9%
58 ATO Atmos Energy Corporation Utilities 6,950.0 $1.2M 0.23% +1K +24.1% $172.27 -2.6%
59 CTRE CareTrust REIT, Inc. Real Estate 28,500.0 $1.1M 0.22% +24K +470.0% $40.35 -1.7%
60 NRG NRG Energy, Inc. Utilities 7,850.0 $1.1M 0.22% +900.0 +12.9% $146.06 -23.5%
Page 3 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%