SPIRIT OF AMERICA MANAGEMENT CORP/NY

Q3 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
308
Total value ($000)
$498,558
Net value change ($000)
+19,006 (4.0%)
New positions
5
Sold out positions
11
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 3,511 12.5%
OKLO 3,003 192.9%
GOOGL 2,969 37.9%
TLN 2,391 125.5%
ORCL 2,046 32.9%
GEV 2,012 237.5%
CEG 1,668 36.8%
VST 1,296 27.3%
AAPL 1,139 14.2%
WELL 1,079 17.9%
Top Reduces (Value $000, Stocks/ETFs)
OKE -2,080 -30.2%
TRGP -1,758 -20.3%
VNOM Sub, Inc. -1,167 -100.0%
WMB -1,161 -10.1%
LNG -1,140 -12.6%
ET -1,094 -14.0%
EQIX -1,034 -16.9%
WMT -1,023 -23.5%
WCN -914 -43.4%
TGT -896 -92.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type