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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
Page 11 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CG The Carlyle Group, Inc. Financial Services 6,050.0 $358K 0.08% $59.11 -23.5%
202 PNW Pinnacle West Capital Corporation Utilities 4,000.0 $355K 0.07% +300.0 +8.1% $88.70 +13.2%
203 NFG National Fuel Gas Company Energy 4,300.0 $344K 0.07% +350.0 +8.9% $80.06 -2.6%
204 SWX Southwest Gas Holdings, Inc. Utilities 4,200.0 $336K 0.07% +750.0 +21.7% $80.02 +8.2%
205 CDP COPT Defense Properties Real Estate 12,000.0 $334K 0.07% $27.80 +15.7%
206 TXNM Energy, Inc. 5,600.0 $330K 0.07% $58.88
207 CCI Crown Castle, Inc. Real Estate 3,690.0 $328K 0.07% $88.87 +1.8%
208 DOC Healthpeak Properties, Inc. Real Estate 20,217.0 $325K 0.07% $16.08 +19.1%
209 TSM Taiwan Semiconductor Manufacturing Company Ltd. Technology 1,050.0 $319K 0.07% $303.89 +39.3%
210 PEP PepsiCo, Inc. Consumer Defensive 2,200.0 $316K 0.07% $143.52 +1.0%
211 OVV Ovintiv, Inc. Energy 8,000.0 $314K 0.07% -2K -15.8% $39.19 +42.3%
212 AIM COUNSELOR SER TR INVESCO C DISCOVERY Y 2,243.0 $310K 0.07% -2K -46.5% $138.02
213 UGI UGI Corporation Utilities 8,000.0 $299K 0.06% -2K -20.0% $37.43 -8.1%
214 IWL ISHARES TR RUS TOP 200 ETF 1,732.0 $299K 0.06% -1K -41.9% $172.85 +8.8%
215 PAYX Paychex, Inc. Industrials 2,650.0 $297K 0.06% -1K -31.2% $112.18 -14.5%
216 HUM Humana, Inc. Healthcare 1,150.0 $295K 0.06% -200.0 -14.8% $256.13 +19.2%
217 AWK American Water Works Company, Inc. Utilities 2,250.0 $294K 0.06% $130.50 -5.8%
218 CWT California Water Service Group Utilities 6,500.0 $282K 0.06% $43.33 +3.5%
219 IJH ISHARES TR CORE S&P MCP ETF 4,054.0 $281K 0.06% -4K -50.3% $69.35 +7.4%
220 WFC Wells Fargo & Company Financial Services 3,000.0 $280K 0.06% +1K +50.0% $93.20 -17.2%
Page 11 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 28.7%
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%