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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 12 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NTAP NetApp, Inc. Technology 2,600.0 $278K 0.06% $107.09 +31.5%
222 SBUX Starbucks Corporation Consumer Cyclical 3,250.0 $274K 0.06% +500.0 +18.2% $84.21 +19.5%
223 THRIVENT MUT FDS LARGE CP VALUE S 8,080.0 $271K 0.06% -4K -33.2% $33.54
224 BXMT Blackstone Mortgage Trust, Inc. Real Estate 13,765.0 $263K 0.06% $19.13 -3.9%
225 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 7,000.0 $259K 0.06% -33K -82.6% $37.00 -12.6%
226 UPS United Parcel Service, Inc. Industrials 2,550.0 $253K 0.05% $99.19 +7.3%
227 UNH UnitedHealth Group, Inc. Healthcare 750.0 $248K 0.05% -400.0 -34.8% $330.11 +15.5%
228 CRWV CoreWeave, Inc. Technology 3,400.0 $243K 0.05% +700.0 +25.9% $71.61 +47.8%
229 BMY Bristol-Myers Squibb Company Healthcare 4,500.0 $243K 0.05% $53.94 +5.5%
230 HASI HA Sustainable Infrastructure Capital, Inc. Financial Services 7,717.0 $243K 0.05% $31.43 +31.8%
231 WCN Waste Connections, Inc. Industrials 1,375.0 $241K 0.05% -5K -79.7% $175.36 -13.7%
232 T AT&T, Inc. Communication Services 9,500.0 $236K 0.05% $24.84 -0.2%
233 GRMN Garmin Ltd. Technology 1,150.0 $233K 0.05% $202.85 +15.6%
234 BEPC Brookfield Renewable Corporation Utilities 5,900.0 $226K 0.05% $38.34 +4.7%
235 ISTB ISHARES TR CORE 1 5 YR USD 4,526.0 $221K 0.05% -3K -37.2% $48.80 -1.0%
236 BAIRD FDS INC ULTR SHT INSTL 20,872.0 $211K 0.04% -13K -37.9% $10.13
237 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 329.0 $210K 0.04% -288.0 -46.7% $638.22 +8.7%
238 DELL Dell Technologies, Inc. Technology 1,624.0 $204K 0.04% $125.88 +154.4%
239 TKO TKO Group Holdings, Inc. Communication Services 900.0 $188K 0.04% $209.00 -4.0%
240 UBER Uber Technologies, Inc. Technology 2,300.0 $188K 0.04% +500.0 +27.8% $81.71 -13.5%
Page 12 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%