SPIRIT OF AMERICA MANAGEMENT CORP/NY

Q3 2026 13F-HR Holdings

Location
Syosset, NY
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
304
Total value ($000)
$536,600
Net value change ($000)
+6,105 (1.2%)
New positions
3
Sold out positions
7
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ExxonMobil Holdings Corporation 8,593 NEW
VLO 5,056 47.0%
MPC 5,036 54.4%
ONEOK, Inc. 4,218 NEW
NVDA 4,151 13.1%
PSX 3,843 50.0%
MSFT 2,648 36.8%
CRWD 1,943 43.5%
CVX 1,487 22.0%
AAPL 1,483 14.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -7,171 -100.0%
OKE -4,301 -100.0%
CAT -2,803 -23.5%
AMAT -2,497 -29.0%
VST -1,392 -24.9%
GEV -1,339 -16.2%
VRT -1,279 -26.9%
AVB -1,225 -100.0%
CEG -1,096 -20.2%
OKLO -1,078 -45.7%
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