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Portfolio (Quarterly) Guide ↗

SPIRIT OF AMERICA MANAGEMENT CORP/NY

· CIK 0001041283
13F Portfolio $499M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 308 New
Page 5 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XEL Xcel Energy, Inc. Utilities 20,150.0 $1.6M 0.33% NEW $80.65 -0.7%
82 AVGO Broadcom, Inc. Technology 4,800.0 $1.6M 0.32% NEW $329.91 +32.0%
83 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 40,200.0 $1.6M 0.32% NEW $39.19 -17.0%
84 SRE Sempra Energy Utilities 17,500.0 $1.6M 0.32% NEW $89.98 -0.8%
85 WDAY Workday, Inc. Technology 6,480.0 $1.6M 0.31% NEW $240.73 -42.4%
86 META Meta Platforms, Inc. Communication Services 2,080.0 $1.5M 0.31% NEW $734.38 -15.0%
87 CMI Cummins, Inc. Industrials 3,550.0 $1.5M 0.30% NEW $422.37 +55.2%
88 VZ Verizon Communications, Inc. Communication Services 34,040.0 $1.5M 0.30% NEW $43.95 +9.2%
89 EXR Extra Space Storage, Inc. Real Estate 10,580.0 $1.5M 0.30% NEW $140.94 +2.9%
90 DINO HF Sinclair Corporation Energy 27,676.0 $1.4M 0.29% NEW $52.34 +32.1%
91 AEE Ameren Corp. Utilities 13,750.0 $1.4M 0.29% NEW $104.38 +4.3%
92 CMS CMS Energy Corp. Utilities 19,550.0 $1.4M 0.29% NEW $73.26 -0.3%
93 CTRA Coterra Energy, Inc. Energy 60,500.0 $1.4M 0.29% NEW $23.65 +37.7%
94 ES Eversource Energy Utilities 20,050.0 $1.4M 0.29% NEW $71.14 -3.5%
95 FE FirstEnergy Corp. Utilities 31,100.0 $1.4M 0.29% NEW $45.82 +1.4%
96 AMD Advanced Micro Devices, Inc. Technology 8,700.0 $1.4M 0.28% NEW $161.79 +214.0%
97 NI Nisource, Inc. Utilities 32,500.0 $1.4M 0.28% NEW $43.30 +7.6%
98 MA MasterCard, Inc. Financial Services 2,450.0 $1.4M 0.28% NEW $568.81 -12.4%
99 OXY Occidental Petroleum Corp. Energy 29,100.0 $1.4M 0.28% NEW $47.25 +20.3%
100 STAG STAG Industrial, Inc. Real Estate 38,950.0 $1.4M 0.28% NEW $35.29 +8.1%
Page 5 of 16  ·  308 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 31.4%
Technology 16.9%
Real Estate 14.9%
Utilities 13.9%
Financial Services 4.9%
Industrials 4.4%
Communication Services 4.0%
Consumer Cyclical 3.2%
Healthcare 3.1%
Consumer Defensive 2.8%