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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 3 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PAA Plains All American Pipeline, L.P. Energy 171,300.0 $3.8M 0.72% -18K -9.5% $22.26 +12.2%
42 TPL Texas Pacific Land Corporation Energy 8,695.0 $3.8M 0.72% +2K +37.0% $437.64 -14.9%
43 SPG Simon Property Group, Inc. Real Estate 16,850.0 $3.8M 0.71% $223.65 -1.9%
44 WES Western Midstream Partners, L.P. Energy 85,150.0 $3.7M 0.70% -15K -15.0% $43.76 +10.4%
45 MPLX MPLX, L.P. Energy 64,647.0 $3.6M 0.69% -26K -28.5% $56.33 +4.2%
46 LLY Eli Lilly & Company Healthcare 3,015.0 $3.6M 0.68% -50.0 -1.6% $1199.43 +3.6%
47 DE Deere & Company Industrials 5,560.0 $3.5M 0.67% $634.33 +3.1%
48 MCK McKesson Corporation Healthcare 4,620.0 $3.5M 0.66% -50.0 -1.1% $755.60 +15.5%
49 HESM Hess Midstream LP Energy 88,337.0 $3.3M 0.63% -26K -22.4% $37.60 +3.3%
50 DVN Devon Energy Corporation Energy 78,800.0 $3.3M 0.61% +42K +116.2% $41.32 +15.4%
51 PPL PPL Corporation Utilities 87,950.0 $3.2M 0.60% +6K +6.7% $36.35 -4.2%
52 TRP TC Energy Corporation Energy 48,078.0 $3.2M 0.60% -12K -20.0% $66.29 -6.7%
53 WMT Walmart, Inc. Consumer Defensive 27,702.0 $3.1M 0.59% -1K -3.8% $113.26 -7.3%
54 DUK Duke Energy Corporation Utilities 23,900.0 $3.0M 0.57% +2K +8.4% $126.58 -4.2%
55 C Citigroup, Inc. Financial Services 21,250.0 $3.0M 0.56% +300.0 +1.4% $139.96 -5.8%
56 VTR Ventas, Inc. Real Estate 33,050.0 $2.9M 0.55% +5K +17.0% $88.80 +4.8%
57 GS Goldman Sachs Group, Inc. (The) Financial Services 2,765.0 $2.8M 0.53% +50.0 +1.8% $1011.37 +2.3%
58 TSLA Tesla, Inc. Consumer Cyclical 6,475.0 $2.7M 0.51% +850.0 +15.1% $420.60 -15.3%
59 AVGO Broadcom, Inc. Technology 6,900.0 $2.6M 0.49% +2K +29.6% $377.75 -3.9%
60 CMI Cummins, Inc. Industrials 3,600.0 $2.6M 0.48% +50.0 +1.4% $713.21 -19.4%
Page 3 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%