Spirit Of America Management Corp holds a diversified book of 308 reported positions worth $530.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Honeywell International Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +39% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.6 points over this window.
Growth of $10,000 cloning Spirit Of America Management Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Spirit Of America Management Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Heronetta Management, L.P. | 12 / 80 | $103.3M |
| Draper Asset Management, LLC | 8 / 80 | $170.0M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Kayne Anderson Capital Advisors LP | 22 / 80 | $4.4B |
| Hoey Investments, Inc | 51 / 80 | $622.6M |
| Fractal Investments LLC | 23 / 80 | $695.6M |
| Private Capital Advisors, Inc. | 20 / 80 | $910.2M |
| Emerald Advisors, LLC | 29 / 80 | $633.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Spirit Of America Management Corp: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | NVIDIA Corporation STOCK | $31.6M | 158.0K | 6.0% | ▼−2.5% Reduced · −4K sh | |
| 2 | Alphabet, Inc. STOCK | $15.4M | 43.1K | 2.9% | ▼−2.7% Reduced · −1K sh | |
| 3 | Caterpillar, Inc. STOCK | $11.9M | 11.2K | 2.2% | —Held | |
| 4 | Valero Energy Corporation STOCK | $10.8M | 41.3K | 2.0% | ▼−9.9% Reduced · −5K sh | |
| 5 | Williams Companies, Inc. (The) STOCK | $10.3M | 138.3K | 1.9% | ▼−5.3% Reduced · −8K sh | |
| 6 | Apple, Inc. STOCK | $10.3M | 35.5K | 1.9% | ▼−0.6% Reduced · −200 sh | |
| 7 | Welltower, Inc. STOCK | $9.5M | 41.7K | 1.8% | ▲+0.7% Added · +300 sh | |
| 8 | Marathon Petroleum Corporation STOCK | $9.2M | 36.2K | 1.7% | ▼−9.3% Reduced · −4K sh | |
| 9 | Targa Resources Corporation STOCK | $9.1M | 34.0K | 1.7% | ▼−4.8% Reduced · −2K sh | |
| 10 | Amazon.com, Inc. STOCK | $8.7M | 36.5K | 1.6% | ▲+1.7% Added · +600 sh | |
| 11 | Applied Materials, Inc. STOCK | $8.6M | 11.9K | 1.6% | —Held | |
| 12 | GE Vernova, Inc. STOCK | $8.3M | 7.0K | 1.6% | ▲+9.0% Added · +580 sh | |
| 13 | Phillips 66 STOCK | $7.7M | 45.4K | 1.4% | ▼−6.3% Reduced · −3K sh | |
| 14 | JPMorgan Chase & Company STOCK | $7.6M | 23.1K | 1.4% | —Held | |
| 15 | Kinder Morgan, Inc. STOCK | $7.3M | 228.0K | 1.4% | ▼−4.2% Reduced · −10K sh | |
| 16 | Cheniere Energy, Inc. STOCK | $7.3M | 30.4K | 1.4% | ▲+0.7% Added · +200 sh | |
| 17 | Microsoft Corporation STOCK | $7.2M | 19.3K | 1.4% | —Held | |
| 18 | Exxon Mobil Corporation STOCK | $7.2M | 52.4K | 1.4% | ▼−4.4% Reduced · −2K sh | |
| 19 | Chevron Corporation STOCK | $6.8M | 40.8K | 1.3% | ▼−3.1% Reduced · −1K sh | |
| 20 | Enbridge, Inc. STOCK | $6.5M | 119.8K | 1.2% | ▼−3.4% Reduced · −4K sh | |
| 21 | Vistra Corporation STOCK | $5.6M | 35.2K | 1.1% | ▲+1.1% Added · +400 sh | |
| 22 | NextEra Energy, Inc. STOCK | $5.5M | 62.2K | 1.0% | ▲+1.1% Added · +700 sh | |
| 23 | Constellation Energy Corp. STOCK | $5.4M | 21.9K | 1.0% | ▲+0.9% Added · +200 sh | |
| 24 | Advanced Micro Devices, Inc. STOCK | $5.4M | 9.3K | 1.0% | ▲+2.2% Added · +200 sh | |
| 25 | Equinix, Inc. STOCK | $5.4M | 5.2K | 1.0% | —Held | |
| 26 | Talen Energy Corporation STOCK | $5.0M | 13.1K | 0.9% | ▲+1.6% Added · +200 sh | |
| 27 | Iron Mountain, Inc. STOCK | $4.9M | 38.6K | 0.9% | ▲+0.5% Added · +200 sh | |
| 28 | Vertiv Holdings Company STOCK | $4.8M | 14.2K | 0.9% | —Held | |
| 29 | Oracle Corporation STOCK | $4.6M | 31.2K | 0.9% | ▲+0.6% Added · +200 sh | |
| 30 | Crowdstrike Holdings, Inc. STOCK | $4.5M | 5.8K | 0.8% | ▲+4.0% Added · +225 sh | |
| 31 | Enterprise Products Partners, L.P. STOCK | $4.5M | 121.4K | 0.8% | ▼−10% Reduced · −14K sh | |
| 32 | Energy Transfer, L.P. STOCK | $4.4M | 229.2K | 0.8% | ▼−10% Reduced · −26K sh | |
| 33 | Oneok, Inc. STOCK | $4.3M | 49.5K | 0.8% | ▼−1.2% Reduced · −600 sh | |
| 34 | Costco Wholesale Corporation STOCK | $4.2M | 4.5K | 0.8% | ▼−4.3% Reduced · −200 sh | |
| 35 | AbbVie, Inc. STOCK | $4.1M | 16.4K | 0.8% | ▼−12% Reduced · −2K sh | |
| 36 | Entergy Corporation STOCK | $4.1M | 35.8K | 0.8% | ▲+0.7% Added · +250 sh | |
| 37 | Baker Hughes Company STOCK | $4.1M | 74.0K | 0.8% | ▲+5.0% Added · +4K sh | |
| 38 | ConocoPhillips STOCK | $4.1M | 39.2K | 0.8% | ▲+5.1% Added · +2K sh | |
| 39 | Digital Realty Trust, Inc. STOCK | $4.0M | 22.4K | 0.8% | —Held | |
| 40 | Prologis, Inc. STOCK | $4.0M | 29.7K | 0.8% | —Held | |
| 41 | Plains All American Pipeline, L.P. STOCK | $3.8M | 171.3K | 0.7% | ▼−6.0% Reduced · −11K sh | |
| 42 | Texas Pacific Land Corporation STOCK | $3.8M | 8.7K | 0.7% | ▲+29% Added · +2K sh | |
| 43 | Simon Property Group, Inc. STOCK | $3.8M | 16.9K | 0.7% | —Held | |
| 44 | Western Midstream Partners, L.P. STOCK | $3.7M | 85.2K | 0.7% | ▼−7.1% Reduced · −7K sh | |
| 45 | MPLX, L.P. STOCK | $3.6M | 64.6K | 0.7% | ▼−19% Reduced · −15K sh | |
| 46 | Eli Lilly & Company STOCK | $3.6M | 3.0K | 0.7% | —Held | |
| 47 | Deere & Company STOCK | $3.5M | 5.6K | 0.7% | —Held | |
| 48 | McKesson Corporation STOCK | $3.5M | 4.6K | 0.7% | —Held | |
| 49 | Hess Midstream LP STOCK | $3.3M | 88.3K | 0.6% | ▼−12% Reduced · −12K sh | |
| 50 | Devon Energy Corporation STOCK | $3.3M | 78.8K | 0.6% | ▲+116% Added · +42K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1041283/holdings"
Use Arkolith to show SPIRIT OF AMERICA MANAGEMENT CORP/NY's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 383 | $530.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 376 | $506.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 383 | $471.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 386 | $498.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 29d | 394 | $479.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 395 | $493.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 388 | $493.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 387 | $501.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.