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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 11 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RTX RTX Corporation Industrials 2,100.0 $398K 0.07% $189.73 +10.3%
202 CNX CNX Resources Corporation Energy 11,000.0 $373K 0.07% $33.93 +7.5%
203 CWT California Water Service Group Utilities 7,650.0 $372K 0.07% +1K +17.7% $48.65 +4.5%
204 CME CME Group, Inc. Financial Services 1,604.0 $354K 0.07% +200.0 +14.2% $220.83 +26.4%
205 FCX Freeport-McMoRan, Inc. Basic Materials 5,500.0 $346K 0.07% +2K +57.1% $62.89 +23.7%
206 CRWV CoreWeave, Inc. Technology 3,400.0 $338K 0.06% $99.54 -13.4%
207 TXNM Energy, Inc. 5,600.0 $318K 0.06% $56.78
208 CCI Crown Castle, Inc. Real Estate 4,190.0 $317K 0.06% +500.0 +13.6% $75.73 +0.9%
209 HASI HA Sustainable Infrastructure Capital, Inc. Financial Services 7,717.0 $301K 0.06% $39.05 +1.1%
210 PEP PepsiCo, Inc. Consumer Defensive 2,200.0 $298K 0.06% $135.40 +6.8%
211 AWK American Water Works Company, Inc. Utilities 2,250.0 $296K 0.06% $131.58 +6.3%
212 ABT Abbott Laboratories Healthcare 3,100.0 $281K 0.05% $90.74 +28.6%
213 GRMN Garmin Ltd. Technology 1,150.0 $273K 0.05% $237.54 +22.6%
214 BMY Bristol-Myers Squibb Company Healthcare 4,500.0 $259K 0.05% $57.62 +16.8%
215 WFC Wells Fargo & Company Financial Services 3,000.0 $248K 0.05% $82.64 +2.5%
216 BXMT Blackstone Mortgage Trust, Inc. Real Estate 13,765.0 $233K 0.04% $16.95 -16.7%
217 KR Kroger Company (The) Consumer Defensive 4,000.0 $222K 0.04% -4K -46.7% $55.53 +6.4%
218 BEPC Brookfield Renewable Corporation Utilities 5,900.0 $219K 0.04% $37.12 -11.4%
219 SU Suncor Energy, Inc. Energy 4,000.0 $215K 0.04% $53.68 +25.5%
220 UBER Uber Technologies, Inc. Technology 2,800.0 $202K 0.04% +500.0 +21.7% $72.16 +9.9%
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 28.5%
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%