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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 12 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KKR KKR & Company, Inc. 2,150.0 $197K 0.04% -2K -50.6% $91.78
222 T AT&T, Inc. Communication Services 9,500.0 $197K 0.04% $20.70 +24.1%
223 SOLS Solstice Advanced Materials, Inc. Basic Materials 2,212.0 $196K 0.04% $88.60 -37.5%
224 CUZ Cousins Properties, Inc. Real Estate 6,500.0 $195K 0.04% $29.98 +0.1%
225 UNH UnitedHealth Group, Inc. Healthcare 450.0 $187K 0.04% -300.0 -40.0% $415.63 -4.1%
226 PR Permian Resources Corporation Energy 10,000.0 $184K 0.04% $18.41 +28.7%
227 AHR American Healthcare REIT, Inc. Real Estate 3,500.0 $183K 0.03% +2K +133.3% $52.15 +7.7%
228 TKO TKO Group Holdings, Inc. Communication Services 900.0 $181K 0.03% $201.31 -3.9%
229 RRC Range Resources Corporation Energy 4,500.0 $167K 0.03% $37.19 +10.9%
230 WCN Waste Connections, Inc. Industrials 975.0 $163K 0.03% -400.0 -29.1% $166.69 +1.4%
231 HR Healthcare Realty Trust, Inc. Real Estate 8,000.0 $161K 0.03% $20.17 -4.2%
232 KRC Kilroy Realty Corporation Real Estate 4,265.0 $160K 0.03% $37.47 -1.6%
233 ARE Alexandria Real Estate Equities, Inc. Real Estate 3,000.0 $159K 0.03% $52.85 +2.3%
234 MP MP Materials Corporation Basic Materials 2,800.0 $157K 0.03% +2K +133.3% $56.01 +2.5%
235 CG The Carlyle Group, Inc. Financial Services 3,550.0 $149K 0.03% -2K -41.3% $42.11 +16.7%
236 TOL Toll Brothers, Inc. Consumer Cyclical 875.0 $144K 0.03% $164.75 -10.5%
237 Janus Living, Inc. 5,000.0 $144K 0.03% NEW $28.74
238 PCG PG&E Corporation Utilities 8,500.0 $143K 0.03% NEW $16.82 +7.7%
239 USAC USA Compression Partners, L.P. Energy 5,284.0 $139K 0.03% $26.39 +0.2%
240 CTSH Cognizant Technology Solutions Corporation Technology 3,600.0 $139K 0.03% -1K -21.7% $38.73 +60.6%
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 28.5%
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%