SPIRIT OF AMERICA MANAGEMENT CORP/NY

Q2 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
308
Total value ($000)
$530,495
Net value change ($000)
+23,894 (4.7%)
New positions
13
Sold out positions
11
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AMAT 4,544 111.5%
CAT 3,988 50.3%
AMD 3,551 191.8%
NVDA 3,344 11.8%
GOOGL 2,664 20.9%
GEV 2,629 46.7%
CRWD 2,268 103.3%
DVN 1,422 77.5%
WELL 1,280 15.6%
AMZN 1,224 16.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -2,134 -22.9%
CTRA -2,126 -100.0%
HON -2,000 -100.0%
CVX -1,947 -22.4%
LNG -1,306 -15.2%
PSX -1,152 -13.0%
MPLX -889 -19.6%
COP -848 -17.2%
KMI -691 -8.7%
EPD -642 -12.6%
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