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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WCN Waste Connections, Inc. Industrials 975.0 $163K 0.03% -400.0 -29.1% $166.69 +1.4%
62 CG The Carlyle Group, Inc. Financial Services 3,550.0 $149K 0.03% -2K -41.3% $42.11 +16.7%
63 CTSH Cognizant Technology Solutions Corporation Technology 3,600.0 $139K 0.03% -1K -21.7% $38.73 +60.6%
64 WY Weyerhaeuser Company Real Estate 5,300.0 $127K 0.02% -500.0 -8.6% $23.94 +1.9%
65 CQP Cheniere Energy Partners, L.P. Energy 1,993.0 $121K 0.02% -1K -33.4% $60.95 +11.6%
66 CNQ Canadian Natural Resources Ltd. Energy 3,000.0 $118K 0.02% -1K -25.0% $39.50 +28.3%
67 AR Antero Resources Corporation Energy 3,000.0 $105K 0.02% -12K -80.7% $35.14 +7.9%
68 MUR Murphy Oil Corporation Energy 3,000.0 $98K 0.02% -1K -25.0% $32.56 +10.6%
69 INVH Invitation Homes, Inc. Real Estate 2,500.0 $76K 0.01% -4K -61.5% $30.21 +0.8%
Page 4 of 4  ·  69 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%