SPIRIT OF AMERICA MANAGEMENT CORP/NY

Q1 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
306
Total value ($000)
$506,601
Net value change ($000)
+35,009 (7.4%)
New positions
4
Sold out positions
6
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VLO 3,864 51.8%
MPC 3,301 51.3%
XOM 3,198 52.4%
LNG 2,743 47.0%
PSX 2,505 39.6%
CVX 2,255 34.9%
GEV 1,937 52.5%
WMB 1,821 20.7%
TRGP 1,794 25.0%
COP 1,713 53.3%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -2,670 -8.6%
MSFT -2,189 -23.5%
ORCL -1,376 -23.2%
CEG -1,337 -18.1%
GOOGL -1,158 -8.3%
OKLO -963 -30.1%
WDAY -945 -100.0%
AMH -682 -58.5%
AAPL -672 -6.9%
ABBV -671 -14.3%
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