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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
61	PNW	Pinnacle West Capital Corporation	Utilities	4,000.0	$355K	0.07%	+300.0	+8.1%	$88.70	+13.7%
62	NFG	National Fuel Gas Company	Energy	4,300.0	$344K	0.07%	+350.0	+8.9%	$80.06	-2.4%
63	SWX	Southwest Gas Holdings, Inc.	Utilities	4,200.0	$336K	0.07%	+750.0	+21.7%	$80.02	+8.4%
64	WFC	Wells Fargo & Company	Financial Services	3,000.0	$280K	0.06%	+1K	+50.0%	$93.20	-18.3%
65	SBUX	Starbucks Corporation	Consumer Cyclical	3,250.0	$274K	0.06%	+500.0	+18.2%	$84.21	+19.6%
66	CRWV	CoreWeave, Inc.	Technology	3,400.0	$243K	0.05%	+700.0	+25.9%	$71.61	+49.2%
67	UBER	Uber Technologies, Inc.	Technology	2,300.0	$188K	0.04%	+500.0	+27.8%	$81.71	-13.4%
68	COIN	Coinbase Global, Inc.	Financial Services	750.0	$170K	0.04%	+200.0	+36.4%	$226.14	-19.4%
69	ARM	ARM Holdings plc	Technology	1,300.0	$142K	0.03%	+350.0	+36.8%	$109.31	+206.7%
70	AHR	American Healthcare REIT, Inc.	Real Estate	1,500.0	$71K	0.01%	+500.0	+50.0%	$47.06	+5.1%

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① 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%