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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 10 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ARM ARM Holdings plc Technology 1,500.0 $532K 0.10% +200.0 +15.4% $354.57 -32.7%
182 NEM Newmont Corporation Basic Materials 5,600.0 $523K 0.10% +1K +24.4% $93.40 +41.2%
183 AES AES Corporation (The) Utilities 34,500.0 $506K 0.10% $14.66 +0.6%
184 REXR Rexford Industrial Realty, Inc. Real Estate 14,750.0 $494K 0.09% +4K +40.5% $33.50 +12.4%
185 CPT Camden Property Trust Real Estate 4,300.0 $492K 0.09% -2K -31.8% $114.49 -4.7%
186 VNOM Viper Energy, Inc. Energy 11,600.0 $492K 0.09% -10K -46.3% $42.40 +5.4%
187 SBUX Starbucks Corporation Consumer Cyclical 4,750.0 $485K 0.09% +2K +46.1% $102.19 +5.2%
188 South Bow Corporation 13,765.0 $485K 0.09% $35.24
189 SWX Southwest Gas Holdings, Inc. Utilities 5,400.0 $479K 0.09% +1K +28.6% $88.68 +1.0%
190 SKT Tanger, Inc. Real Estate 12,000.0 $474K 0.09% $39.47 -1.3%
191 TechnipFMC PLC 7,000.0 $464K 0.09% -2K -22.2% $66.30
192 ACN Accenture PLC Technology 3,725.0 $464K 0.09% $124.44 +49.9%
193 BSM Black Stone Minerals, L.P. Energy 32,999.0 $461K 0.09% -5K -13.2% $13.97 +7.7%
194 BXP BXP, Inc. Real Estate 6,915.0 $459K 0.09% $66.31 +5.5%
195 HUM Humana, Inc. Healthcare 1,150.0 $457K 0.09% $397.22 -2.7%
196 DOC Healthpeak Properties, Inc. Real Estate 20,217.0 $433K 0.08% $21.40 +1.1%
197 PNW Pinnacle West Capital Corporation Utilities 4,000.0 $428K 0.08% $107.00 -8.7%
198 OVV Ovintiv, Inc. Energy 8,000.0 $421K 0.08% $52.65 +25.2%
199 NFG National Fuel Gas Company Energy 5,350.0 $413K 0.08% +1K +24.4% $77.21 +6.8%
200 NTAP NetApp, Inc. Technology 2,600.0 $402K 0.08% $154.76 +20.7%
Page 10 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 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%