Arkolith/Funds/Spirit Of America Management Corp

Spirit Of America Management Corp

CIK 1041283
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Spirit Of America Management Corp holds a diversified book of 308 stocks worth $530.5M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Honeywell International, Inc. and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book.

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Use Arkolith to show SPIRIT OF AMERICA MANAGEMENT CORP/NY's latest
holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
108
existing
Trimmed
52
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
24%
Top 20 holdings
38%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Utilities
25%
Information Technology
23%
Real Estate
14%
Energy
13%
Industrials
9%
Financials
6%
Consumer Discretionary
5%
Health Care
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

308 positions
#SecurityValueShares% PortLast moveHistory
1NVIDIA Corporation
STOCK
$31.6M158.0K
6.0%
−2.5%
Reduced · −4K sh
2Alphabet, Inc.
STOCK
$15.4M43.1K
2.9%
−2.7%
Reduced · −1K sh
3Caterpillar, Inc.
STOCK
$11.9M11.2K
2.2%
Held
4Valero Energy Corporation
STOCK
$10.8M41.3K
2.0%
−9.9%
Reduced · −5K sh
5Williams Companies, Inc. (The)
STOCK
$10.3M138.3K
1.9%
−5.3%
Reduced · −8K sh
6Apple, Inc.
STOCK
$10.3M35.5K
1.9%
−0.6%
Reduced · −200 sh
7Welltower, Inc.
STOCK
$9.5M41.7K
1.8%
+0.7%
Added · +300 sh
8Marathon Petroleum Corporation
STOCK
$9.2M36.2K
1.7%
−9.3%
Reduced · −4K sh
9Targa Resources Corporation
STOCK
$9.1M34.0K
1.7%
−4.8%
Reduced · −2K sh
10Amazon.com, Inc.
STOCK
$8.7M36.5K
1.6%
+1.7%
Added · +600 sh
11Applied Materials, Inc.
STOCK
$8.6M11.9K
1.6%
Held
12GE Vernova, Inc.
STOCK
$8.3M7.0K
1.6%
+9.0%
Added · +580 sh
13Phillips 66
STOCK
$7.7M45.4K
1.4%
−6.3%
Reduced · −3K sh
14JPMorgan Chase & Company
STOCK
$7.6M23.1K
1.4%
Held
15Kinder Morgan, Inc.
STOCK
$7.3M228.0K
1.4%
−4.2%
Reduced · −10K sh
16Cheniere Energy, Inc.
STOCK
$7.3M30.4K
1.4%
+0.7%
Added · +200 sh
17Microsoft Corporation
STOCK
$7.2M19.3K
1.4%
Held
18Exxon Mobil Corporation
STOCK
$7.2M52.4K
1.4%
−4.4%
Reduced · −2K sh
19Chevron Corporation
STOCK
$6.8M40.8K
1.3%
−3.1%
Reduced · −1K sh
20Enbridge, Inc.
STOCK
$6.5M119.8K
1.2%
−3.4%
Reduced · −4K sh
21Vistra Corporation
STOCK
$5.6M35.2K
1.1%
+1.1%
Added · +400 sh
22NextEra Energy, Inc.
STOCK
$5.5M62.2K
1.0%
+1.1%
Added · +700 sh
23Constellation Energy Corp.
STOCK
$5.4M21.9K
1.0%
+0.9%
Added · +200 sh
24Advanced Micro Devices, Inc.
STOCK
$5.4M9.3K
1.0%
+2.2%
Added · +200 sh
25Equinix, Inc.
STOCK
$5.4M5.2K
1.0%
Held
26Talen Energy Corporation
STOCK
$5.0M13.1K
0.9%
+1.6%
Added · +200 sh
27Iron Mountain, Inc.
STOCK
$4.9M38.6K
0.9%
+0.5%
Added · +200 sh
28Vertiv Holdings Company
STOCK
$4.8M14.2K
0.9%
Held
29Oracle Corporation
STOCK
$4.6M31.2K
0.9%
+0.6%
Added · +200 sh
30Crowdstrike Holdings, Inc.
STOCK
$4.5M5.8K
0.8%
+4.0%
Added · +225 sh
31Enterprise Products Partners, L.P.
STOCK
$4.5M121.4K
0.8%
−10%
Reduced · −14K sh
32Energy Transfer, L.P.
STOCK
$4.4M229.2K
0.8%
−10%
Reduced · −26K sh
33Oneok, Inc.
STOCK
$4.3M49.5K
0.8%
−1.2%
Reduced · −600 sh
34Costco Wholesale Corporation
STOCK
$4.2M4.5K
0.8%
−4.3%
Reduced · −200 sh
35AbbVie, Inc.
STOCK
$4.1M16.4K
0.8%
−12%
Reduced · −2K sh
36Entergy Corporation
STOCK
$4.1M35.8K
0.8%
+0.7%
Added · +250 sh
37Baker Hughes Company
STOCK
$4.1M74.0K
0.8%
+5.0%
Added · +4K sh
38ConocoPhillips
STOCK
$4.1M39.2K
0.8%
+5.1%
Added · +2K sh
39Digital Realty Trust, Inc.
STOCK
$4.0M22.4K
0.8%
Held
40Prologis, Inc.
STOCK
$4.0M29.7K
0.8%
Held
41Plains All American Pipeline, L.P.
STOCK
$3.8M171.3K
0.7%
−6.0%
Reduced · −11K sh
42Texas Pacific Land Corporation
STOCK
$3.8M8.7K
0.7%
+29%
Added · +2K sh
43Simon Property Group, Inc.
STOCK
$3.8M16.9K
0.7%
Held
44Western Midstream Partners, L.P.
STOCK
$3.7M85.2K
0.7%
−7.1%
Reduced · −7K sh
45MPLX, L.P.
STOCK
$3.6M64.6K
0.7%
−19%
Reduced · −15K sh
46Eli Lilly & Company
STOCK
$3.6M3.0K
0.7%
Held
47Deere & Company
STOCK
$3.5M5.6K
0.7%
Held
48McKesson Corporation
STOCK
$3.5M4.6K
0.7%
Held
49Hess Midstream LP
STOCK
$3.3M88.3K
0.6%
−12%
Reduced · −12K sh
50Devon Energy Corporation
STOCK
$3.3M78.8K
0.6%
+116%
Added · +42K sh
Showing 50 of 308 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 2026383$530.5M13F-HR
Q1 2026Mar 31, 2026Apr 15, 2026376$506.6M13F-HR
Q4 2025Dec 31, 2025Jan 15, 2026383$471.6M13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025386$498.6M13F-HR
Q2 2025Jun 30, 2025Jul 29, 2025394$479.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 2025395$493.9M13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025388$493.7M13F-HR
Q3 2024Sep 30, 2024Oct 23, 2024387$501.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.