SPIRIT OF AMERICA MANAGEMENT CORP/NY

Q4 2025 13F-HR Holdings

Location
Syosset, NY
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
308
Total value ($000)
$471,592
Net value change ($000)
-26,966 (-5.4%)
New positions
8
Sold out positions
8
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 3,103 28.7%
CEG 1,180 19.0%
CAT 1,061 20.0%
VTR 860 64.9%
GEV 834 29.2%
AMZN 827 11.6%
LLY 727 28.3%
TSLA 629 33.1%
WELL 595 8.4%
AAPL 591 6.5%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -2,321 -28.1%
LNG -2,090 -26.4%
ET -1,696 -25.3%
MPC -1,616 -20.1%
WMB -1,546 -14.9%
AVB -1,366 -40.9%
OKLO -1,363 -29.9%
COST -1,333 -21.3%
CMG -1,316 -83.6%
EQIX -1,146 -22.5%
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