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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 14 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 Q Qnity Electronics, Inc. Technology 550.0 $90K 0.02% $163.31 -22.7%
262 NUE Nucor Corporation Basic Materials 400.0 $89K 0.02% $222.75 +9.8%
263 LEN Lennar Corporation Consumer Cyclical 925.0 $84K 0.02% $90.49 -2.6%
264 AVAV AeroVironment, Inc. Industrials 500.0 $83K 0.02% +200.0 +66.7% $165.07 -10.2%
265 TotalEnergies S.E. 1,000.0 $78K 0.01% $77.76
266 INVH Invitation Homes, Inc. Real Estate 2,500.0 $76K 0.01% -4K -61.5% $30.21 +0.8%
267 STWD Starwood Property Trust, Inc. Real Estate 4,500.0 $74K 0.01% $16.38 -0.5%
268 FR First Industrial Realty Trust, Inc. Real Estate 1,000.0 $61K 0.01% NEW $61.31 +3.5%
269 OLP One Liberty Properties, Inc. Real Estate 2,500.0 $61K 0.01% $24.42 +0.4%
270 HIW Highwoods Properties, Inc. Real Estate 2,000.0 $60K 0.01% $30.16 +5.3%
271 DuPont de Nemours, Inc. 367.0 $50K 0.01% NEW $135.52
272 VRTX Vertex Pharmaceuticals, Inc. Healthcare 100.0 $50K 0.01% $496.73 +10.2%
273 OGE OGE Energy Corporation Utilities 1,000.0 $49K 0.01% NEW $48.66 -5.5%
274 SMR NuScale Power Corporation Utilities 4,500.0 $45K 0.01% $10.03 -9.8%
275 IRT Independence Realty Trust, Inc. Real Estate 2,000.0 $33K 0.01% NEW $16.69 +1.1%
276 GTY Getty Realty Corporation Real Estate 1,000.0 $33K 0.01% $33.36 +0.2%
277 LXP Industrial Trust 540.0 $29K 0.01% $53.88
278 WhiteHawk Minerals Corporation 1,000.0 $28K 0.01% NEW $27.82
279 Ramaco Resources, Inc. 2,100.0 $28K 0.01% $13.23
280 NLOP NET Lease Office Properties Real Estate 1,872.0 $21K 0.00% $11.13 +3.8%
Page 14 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%