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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 Honeywell International, Inc. 4,425.0 $991K 0.19% NEW $223.90
2 Honeywell Aerospace, Inc. 4,425.0 $978K 0.18% NEW $221.08
3 RHP Ryman Hospitality Properties, Inc. Real Estate 6,355.0 $817K 0.15% NEW $128.55 +0.8%
4 EGP EastGroup Properties, Inc. Real Estate 3,600.0 $729K 0.14% NEW $202.53 +0.0%
5 Janus Living, Inc. 5,000.0 $144K 0.03% NEW $28.74
6 PCG PG&E Corporation Utilities 8,500.0 $143K 0.03% NEW $16.82 +7.2%
7 Fedex Freight Holding Company, Inc. 850.0 $128K 0.02% NEW $151.00
8 EPRT Essential Properties Realty Trust, Inc. Real Estate 4,000.0 $119K 0.02% NEW $29.85 +4.1%
9 MRVL Marvell Technology, Inc. Technology 400.0 $119K 0.02% NEW $297.89 -24.5%
10 EE Excelerate Energy, Inc. Utilities 3,000.0 $114K 0.02% NEW $37.99 +2.3%
11 Blackstone Digital Infrastructure Trust, Inc. 5,000.0 $108K 0.02% NEW $21.63
12 FR First Industrial Realty Trust, Inc. Real Estate 1,000.0 $61K 0.01% NEW $61.31 +3.3%
13 DuPont de Nemours, Inc. 367.0 $50K 0.01% NEW $135.52
14 OGE OGE Energy Corporation Utilities 1,000.0 $49K 0.01% NEW $48.66 -6.2%
15 IRT Independence Realty Trust, Inc. Real Estate 2,000.0 $33K 0.01% NEW $16.69 +1.2%
16 WhiteHawk Minerals Corporation 1,000.0 $28K 0.01% NEW $27.82
17 ALGER INSTL FD LGCAP GR INS I 4,017.0 $34.0 NEW $0.01

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%