Q2 2026 13F · SEC CIK 1041283

Spirit of America Management Corp/ny

Investment managerFiled 2026-07-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $530.5M
Reported positions: 308
Top holdings a year, 3 yrs: +23.6%
Average holding period: 6.1 yrs

Spirit of America Management Corp/ny is an investment manager that reported 308 positions worth $530.5M in its Q2 2026 13F, filed 2026-07-14. Its largest holdings were Nvidia Corporation Com (NVDA, 6.0%), Alphabet Inc (GOOGL, 2.9%), Caterpillar Inc Com (CAT, 2.2%). A portfolio copying its top holdings returned 23.6% a year over the last 3 years, against 20.4% for the S&P 500.

Spirit of America Management Corp/ny holdings largest 50 of 308 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Spirit of America Management Corp/ny 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.0%	5.6%	158,020	-2.5%	$31.6M
GOOGLAlphabet Inc	2.9%	2.5%	43,100	-2.7%	$15.4M
CATCaterpillar Inc Com	2.2%	1.6%	11,190	+0.0%	$11.9M
VLOValero Energy Corp	2.0%	2.2%	41,284	-9.9%	$10.8M
WMBWilliams Companies	1.9%	2.1%	138,332	-5.3%	$10.3M
AAPLApple Inc	1.9%	1.8%	35,482	-0.6%	$10.3M
WELLWelltower Inc	1.8%	1.6%	41,725	+0.7%	$9.5M
MPCMarathon Petroleum Corporation	1.7%	1.9%	36,175	-9.3%	$9.2M
TRGPTarga Res Corp	1.7%	1.8%	34,033	-4.8%	$9.1M
AMZNAmazon Com Inc Com	1.6%	1.5%	36,550	+1.7%	$8.7M
AMATApplied Matls Inc	1.6%	0.8%	11,920	+0.0%	$8.6M
GEVGe Vernova Inc	1.6%	1.1%	7,030	+9.0%	$8.3M
PSXPhillips 66	1.4%	1.7%	45,436	-6.3%	$7.7M
JPMJpmorgan Chase & Co	1.4%	1.3%	23,092	+0.0%	$7.6M
KMIKinder Morgan Inc Del Com	1.4%	1.6%	227,994	-4.2%	$7.3M
LNGCheniere Energy Inc	1.4%	1.7%	30,450	+0.7%	$7.3M
MSFTMicrosoft Corp	1.4%	1.4%	19,299	+0.0%	$7.2M
XOMExxon Mobil Corp	1.4%	1.8%	52,447	-4.4%	$7.2M
CVXChevron Corp New	1.3%	1.7%	40,788	-3.1%	$6.8M
ENBEnbridge Inc Com	1.2%	1.3%	119,777	-3.4%	$6.5M
VSTVistra Corp Com	1.1%	1.0%	35,200	+1.1%	$5.6M
NEENextera Energy Inc Com	1.0%	1.1%	62,225	+1.1%	$5.5M
CEGConstellation Energy Corp	1.0%	1.2%	21,850	+0.9%	$5.4M
AMDAdvanced Micro Devices Inc	1.0%	—	9,300	—	$5.4M
EQIXEquinix Inc	1.0%	1.0%	5,160	+0.0%	$5.4M
TLNTalen Energy Corp	0.9%	0.8%	13,050	+1.6%	$5.0M
IRMIron Mountain Inc	0.9%	0.8%	38,650	+0.5%	$4.9M
VRTVertiv Holdings Co	0.9%	0.7%	14,200	+0.0%	$4.8M
ORCLOracle Corp	0.9%	0.9%	31,225	+0.6%	$4.6M
CRWDCrowdstrike Hldgs Inc Class A	0.8%	—	5,850	—	$4.5M
EPDEnterprise Prods Partners L	0.8%	1.0%	121,386	-10.0%	$4.5M
ETPCEnergy Transfer L P	0.8%	1.0%	229,200	-10.2%	$4.4M
OKEOneok Inc	0.8%	0.9%	49,472	-1.2%	$4.3M
COSTCostco Whsl Corp New	0.8%	0.9%	4,481	-4.3%	$4.2M
ABBVAbbvie Inc	0.8%	0.8%	16,350	-11.6%	$4.1M
ETREntergy Corp.	0.8%	0.8%	35,800	+0.7%	$4.1M
BKRBaker Hughes Company Cl A	0.8%	0.8%	74,000	+5.0%	$4.1M
COPConocophillips	0.8%	1.0%	39,204	+5.1%	$4.1M
DLRDigital Realty Trust Inc	0.8%	0.8%	22,431	+0.0%	$4.0M
PLDPrologis Inc	0.8%	0.8%	29,651	+0.0%	$4.0M
PAAPlains All American Pipeline LP	0.7%	0.8%	171,300	-6.0%	$3.8M
TPLTexas Pacific Land Corporati	0.7%	0.6%	8,695	+28.9%	$3.8M
SPGSimon Property Group Inc	0.7%	0.6%	16,850	+0.0%	$3.8M
WESWestern Midstream Partners LP	0.7%	0.7%	85,150	-7.1%	$3.7M
MPLXMplx LP	0.7%	0.9%	64,647	-18.6%	$3.6M
LLYLilly Eli & Co	0.7%	—	3,015	—	$3.6M
DEDeere & Co Com	0.7%	0.6%	5,560	+0.0%	$3.5M
MCKMckesson Corp Com	0.7%	0.8%	4,620	+0.0%	$3.5M
HESMHess Midstream LP	0.6%	0.8%	88,337	-11.5%	$3.3M
DVNDevon Energy Corp	0.6%	—	78,800	—	$3.3M

What Spirit of America Management Corp/ny bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

TPL Texas Pacific Land Corporati+28.9% shares
GEV Ge Vernova Inc+9.0% shares
COP Conocophillips+5.1% shares

Reduced

MPLX Mplx LP-18.6% shares
ABBV Abbvie Inc-11.6% shares
HESM Hess Midstream LP-11.5% shares
ETPC Energy Transfer L P-10.2% shares
EPD Enterprise Prods Partners L-10.0% shares
VLO Valero Energy Corp-9.9% shares
MPC Marathon Petroleum Corporation-9.3% shares
WES Western Midstream Partners LP-7.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +33.3% /yr; S&P 500 +20.1%
3 years: +23.6% /yr; S&P 500 +20.4%
5 years: +19.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$530.5M	308
Q1 2026	$506.6M	306
Q4 2025	$471.6M	308
Q3 2025	$498.6M	308
Q2 2025	$479.6M	314
Q1 2025	$493.9M	315
Q4 2024	$493.7M	310
Q3 2024	$501.6M	311
Q2 2024	$492.9M	314
Q1 2024	$496.3M	286
Q4 2023	$455.7M	266
Q3 2023	$442.7M	239

Questions about Spirit of America Management Corp/ny's portfolio

What stocks does Spirit of America Management Corp/ny own?

Spirit of America Management Corp/ny's latest 13F, for Q2 2026 and filed Jul 14, 2026, lists 308 positions worth $530.5M. The largest are Nvidia Corporation Com (NVDA) at 6.0%, Alphabet Inc (GOOGL) at 2.9%, Caterpillar Inc Com (CAT) at 2.2%, Valero Energy Corp (VLO) at 2.0% and Williams Companies (WMB) at 1.9%.

What did Spirit of America Management Corp/ny buy last quarter?

In Q2 2026, Spirit of America Management Corp/ny added Texas Pacific Land Corporati (TPL) (+28.9% shares), Ge Vernova Inc (GEV) (+9.0% shares) and Conocophillips (COP) (+5.1% shares), compared with its Q1 2026 filing.

What did Spirit of America Management Corp/ny sell last quarter?

In Q2 2026, Spirit of America Management Corp/ny cut from its top 50 Walmart Inc (WMT), cut from its top 50 Ppl Corp (PPL), cut from its top 50 Duke Energy (DUK), cut from its top 50 Tc Energy Corp (TRP), Mplx LP (MPLX) (-18.6% shares), Abbvie Inc (ABBV) (-11.6% shares) and Hess Midstream LP (HESM) (-11.5% shares), compared with its Q1 2026 filing.

How has Spirit of America Management Corp/ny's portfolio performed?

A portfolio copying Spirit of America Management Corp/ny's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +33.3% against +20.1%. Over 5 years: +19.3% a year against +11.6%.

When is Spirit of America Management Corp/ny's next 13F filing due?

13F filings are due 45 days after each quarter ends. Spirit of America Management Corp/ny's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.