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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 5 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SRE Sempra Utilities 20,500.0 $1.9M 0.36% +2K +10.5% $92.71 -8.8%
82 O Realty Income Corporation Real Estate 30,133.0 $1.9M 0.35% -2K -4.7% $61.96 +2.0%
83 DINO HF Sinclair Corporation Energy 26,676.0 $1.9M 0.35% -1K -3.6% $69.65 +36.7%
84 NI NiSource, Inc. Utilities 38,550.0 $1.8M 0.35% +3K +8.6% $47.55 -14.1%
85 CMS CMS Energy Corporation Utilities 23,750.0 $1.8M 0.34% +2K +9.4% $76.50 -10.6%
86 EXR Extra Space Storage, Inc. Real Estate 12,480.0 $1.8M 0.34% +2K +14.7% $145.30 +0.7%
87 PEG Public Service Enterprise Group, Inc. Utilities 21,850.0 $1.8M 0.33% +2K +12.1% $81.16 -9.4%
88 FE FirstEnergy Corporation Utilities 36,600.0 $1.7M 0.33% +3K +8.3% $47.54 -2.0%
89 SLB SLB Ltd. Energy 36,900.0 $1.7M 0.32% +2K +7.3% $46.49 +16.2%
90 PBF PBF Energy, Inc. Energy 37,250.0 $1.7M 0.32% -2K -5.1% $45.52 +52.7%
91 AXP American Express Company Financial Services 5,000.0 $1.7M 0.32% $338.25 -0.3%
92 NFLX Netflix, Inc. Communication Services 22,450.0 $1.6M 0.30% +1K +6.7% $71.40 +12.1%
93 EVRG Evergy, Inc. Utilities 18,100.0 $1.6M 0.29% +1K +8.1% $86.43 -5.8%
94 CSX CSX Corporation Industrials 32,600.0 $1.5M 0.29% -2K -5.8% $47.53 +8.2%
95 EXC Exelon Corporation Utilities 32,450.0 $1.5M 0.28% +3K +9.8% $46.62 -4.9%
96 ES Eversource Energy Utilities 20,050.0 $1.4M 0.27% $72.27 -1.4%
97 BAC Bank of America Corporation Financial Services 25,350.0 $1.4M 0.27% $56.98 +9.4%
98 VZ Verizon Communications, Inc. Communication Services 34,040.0 $1.4M 0.27% $42.34 +18.4%
99 OXY Occidental Petroleum Corporation Energy 29,600.0 $1.4M 0.27% +500.0 +1.7% $48.57 +23.8%
100 BX Blackstone, Inc. Financial Services 12,200.0 $1.4M 0.27% -4K -23.8% $117.67 +22.1%
Page 5 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%