Spirit of America Management Corp.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), Spirit of America Management Corp. reported 308 stock positions worth $530.5 million. Its top holding was Nvidia (NVDA) at 6.0% of the portfolio, followed by Alphabet Class A (GOOGL, 2.9%) and Caterpillar (CAT, 2.2%). Compared with Q1 2026, it opened 9 new positions, sold out of 8, added to 108 and reduced 53. The biggest buy was Advanced Micro Devices (AMD, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −4%).

Most Recent 13F
Q2 2026
Location
SYOSSET, NY
CIK
0001041283
Portfolio Value
$530.5M (Q2 2026)
SEC Filing
0001104659-26-083417 ↗ filed Jul 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $496.3M Q1 2024 Q2 2024: $492.9M Q2 2024 Q3 2024: $501.6M Q3 2024 Q4 2024: $493.7M Q4 2024 Q1 2025: $493.8M Q1 2025 Q2 2025: $479.5M Q2 2025 Q3 2025: $498.5M Q3 2025 Q4 2025: $471.5M Q4 2025 Q1 2026: $506.6M Q1 2026 Q2 2026: $530.5M $530.5M Q2 2026

Holdings 308 stocks · $530.5M
NVDA Nvidia Corp. 5.96% 158,020 $31.6M Reduce -2.5%
GOOGL Alphabet Inc. Class A 2.90% 43,100 $15.4M Reduce -2.7%
CAT Caterpillar Inc. 2.25% 11,190 $11.9M No change
VLO Valero Energy Corp. 2.03% 41,284 $10.8M Reduce -9.9%
WMB Williams Cos Inc. 1.94% 138,332 $10.3M Reduce -5.3%
AAPL Apple Inc. 1.94% 35,482 $10.3M Reduce -0.6%
WELL Welltower Inc. 1.79% 41,725 $9.5M Add +0.7%
MPC Marathon Petroleum Corp. 1.74% 36,175 $9.2M Reduce -9.3%
TRGP Targa Resources Corp. 1.72% 34,033 $9.1M Reduce -4.8%
AMZN Amazon.com Inc. 1.64% 36,550 $8.7M Add +1.7%
AMAT Applied Materials Inc. 1.62% 11,920 $8.6M No change
GEV GE Vernova Inc. 1.56% 7,030 $8.3M Add +9.0%
PSX Phillips 66 1.45% 45,436 $7.7M Reduce -6.3%
JPM JPMorgan Chase & Co. 1.42% 23,092 $7.6M No change
KMI Kinder Morgan Inc. 1.37% 227,994 $7.3M Reduce -4.2%
LNG Cheniere Energy Inc. 1.37% 30,450 $7.3M Add +0.7%
MSFT Microsoft Corp. 1.36% 19,299 $7.2M No change
XOM Exxon Mobil Corp. 1.35% 52,447 $7.2M Reduce -4.4%
CVX Chevron Corp. 1.27% 40,788 $6.8M Reduce -3.1%
ENB Enbridge Inc. 1.22% 119,777 $6.5M Reduce -3.4%
VST Vistra Corp. 1.05% 35,200 $5.6M Add +1.1%
NEE Nextera Energy Inc. 1.03% 62,225 $5.5M Add +1.1%
CEG Constellation Energy 1.02% 21,850 $5.4M Add +0.9%
AMD Advanced Micro Devices 1.02% 9,300 $5.4M Add +2.2%
EQIX Equinix Inc. 1.01% 5,160 $5.4M No change
TLN Talen Energy Corp. 0.95% 13,050 $5.0M Add +1.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.92% 38,650 $4.9M Add +0.5%
VRT Vertiv Holdings Co. Class A 0.90% 14,200 $4.8M No change
ORCL Oracle Corp. 0.86% 31,225 $4.6M Add +0.6%
CRWD CrowdStrike Holdings Inc. Class A 0.84% 5,850 $4.5M Add +4.0%
EPD Enterprise Products Partners 0.84% 121,386 $4.5M Reduce -10.0%
ET Energy Transfer LP 0.83% 229,200 $4.4M Reduce -10.2%
OKE Oneok Inc. 0.81% 49,472 $4.3M Reduce -1.2%
COST Costco Wholesale Corp. 0.79% 4,481 $4.2M Reduce -4.3%
ABBV Abbvie Inc. 0.78% 16,350 $4.1M Reduce -11.6%
ETR Entergy Corp. 0.78% 35,800 $4.1M Add +0.7%
BKR Baker Hughes Co. 0.77% 74,000 $4.1M Add +5.0%
COP Conocophillips 0.77% 39,204 $4.1M Add +5.1%
DLR Digital Realty Trust Inc. 0.76% 22,431 $4.0M No change
PLD Prologis Inc. 0.76% 29,651 $4.0M No change
PAA Plains All Amer Pipeline LP 0.72% 171,300 $3.8M Reduce -6.0%
TPL Texas Pacific Land Corp. 0.72% 8,695 $3.8M Add +28.9%
SPG Simon Property Group Inc. 0.71% 16,850 $3.8M No change
WES Western Midstream Partners L 0.70% 85,150 $3.7M Reduce -7.1%
MPLX MPLX LP 0.69% 64,647 $3.6M Reduce -18.6%
LLY Eli Lilly & Co. 0.68% 3,015 $3.6M No change
DE Deere & Co. 0.66% 5,560 $3.5M No change
MCK McKesson Corp. 0.66% 4,620 $3.5M No change
HESM Hess Midstream LP Class A 0.63% 88,337 $3.3M Reduce -11.5%
DVN Devon Energy Corp. 0.61% 78,800 $3.3M Add +116.2%
PPL PPL Corp. 0.60% 87,950 $3.2M Add +1.7%
TRP TC Energy Corp. 0.60% 48,078 $3.2M Reduce -1.0%
WMT Walmart Inc. 0.59% 27,702 $3.1M Reduce -1.4%
DUK Duke Energy Corp. 0.57% 23,900 $3.0M Add +2.1%
C Citigroup Inc. 0.56% 21,250 $3.0M No change
VTR Ventas Inc. 0.55% 33,050 $2.9M Add +2.2%
GS Goldman Sachs Group Inc. 0.53% 2,765 $2.8M No change
TSLA Tesla Inc. 0.51% 6,475 $2.7M Add +5.7%
AVGO Broadcom Inc. 0.49% 6,900 $2.6M Add +14.5%
CMI Cummins Inc. 0.48% 3,600 $2.6M No change
V Visa Inc. Class A 0.48% 7,450 $2.6M No change
WEC WEC Energy Group Inc. 0.48% 21,800 $2.5M Add +2.4%
EOG EOG Resources Inc. 0.48% 19,500 $2.5M No change
PSA Public Storage 0.48% 7,925 $2.5M No change
FANG Diamondback Energy Inc. 0.47% 14,300 $2.5M No change
AEP American Electric Power 0.46% 17,950 $2.5M Add +1.4%
DTE DTE Energy Company 0.46% 16,100 $2.5M Add +2.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.45% 90,370 $2.4M Add +4.6%
TXN Texas Instruments Inc. 0.45% 8,000 $2.4M Reduce -1.2%
OKLO Oklo Inc. 0.44% 45,050 $2.4M No change
BP BP PLC-Spons ADR 0.43% 61,361 $2.3M No change
OHI Omega Healthcare Investors 0.42% 47,000 $2.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.41% 4,395 $2.2M No change
GLW Corning Inc. 0.41% 8,500 $2.2M Add +2.4%
XEL Xcel Energy Inc. 0.40% 26,300 $2.1M Add +3.1%
CSCO Cisco Systems Inc. 0.39% 17,450 $2.0M No change
META Meta Platforms Inc. Class A 0.39% 3,630 $2.0M Add +1.4%
PANW Palo Alto Networks Inc. 0.38% 5,900 $2.0M No change
HD Home Depot Inc. 0.37% 5,538 $2.0M Reduce -1.8%
AEE Ameren Corporation 0.36% 16,950 $1.9M Add +3.0%
SRE Sempra 0.36% 20,500 $1.9M Add +3.5%
O Realty Income Corp. 0.35% 30,133 $1.9M Reduce -4.7%
DINO HF Sinclair Corp. 0.35% 26,676 $1.9M Reduce -1.8%
NI Nisource Inc. 0.35% 38,550 $1.8M Add +3.4%
CMS CMS Energy Corp. 0.34% 23,750 $1.8M Add +3.3%
EXR Extra Space Storage Inc. 0.34% 12,480 $1.8M Add +14.7%
PEG Public Service Enterprise GP 0.33% 21,850 $1.8M Add +3.5%
FE Firstenergy Corp. 0.33% 36,600 $1.7M Add +3.2%
SLB SLB Ltd. filed as SLB LIMITED 0.32% 36,900 $1.7M Add +5.7%
PBF PBF Energy Inc. Class A 0.32% 37,250 $1.7M Reduce -5.1%
AXP American Express Co. 0.32% 5,000 $1.7M No change
NFLX Netflix Inc. 0.30% 22,450 $1.6M Add +3.7%
EVRG Evergy Inc. 0.29% 18,100 $1.6M Add +2.0%
CSX CSX Corp. 0.29% 32,600 $1.5M No change
EXC Exelon Corp. 0.29% 32,450 $1.5M Add +3.7%
ES Eversource Energy 0.27% 20,050 $1.4M No change
BAC Bank of America Corp. 0.27% 25,350 $1.4M No change
VZ Verizon Communications Inc. 0.27% 34,040 $1.4M No change
OXY Occidental Petroleum Corp. 0.27% 29,600 $1.4M Add +1.7%
BX Blackstone Inc. 0.27% 12,200 $1.4M Reduce -23.8%

Show all 308 holdings

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -4.4% 1.35% −0.49
CVX Chevron Corp. Reduce -3.1% 1.27% −0.44
CTRA Coterra Energy Inc. Sold out 0.00% −0.42
PSX Phillips 66 Reduce -6.3% 1.45% −0.30
VLO Valero Energy Corp. Reduce -9.9% 2.03% −0.21
MPLX MPLX LP Reduce -18.6% 0.69% −0.21
KMI Kinder Morgan Inc. Reduce -4.2% 1.37% −0.20
MPC Marathon Petroleum Corp. Reduce -9.3% 1.74% −0.18
EPD Enterprise Products Partners Reduce -10.0% 0.84% −0.17
WMB Williams Cos Inc. Reduce -5.3% 1.94% −0.16
ET Energy Transfer LP Reduce -10.2% 0.83% −0.15
HESM Hess Midstream LP Class A Reduce -11.5% 0.63% −0.14
COST Costco Wholesale Corp. Reduce -4.3% 0.79% −0.13
ENB Enbridge Inc. Reduce -3.4% 1.22% −0.10
WMT Walmart Inc. Reduce -1.4% 0.59% −0.10
BX Blackstone Inc. Reduce -23.8% 0.27% −0.09
PAA Plains All Amer Pipeline LP Reduce -6.0% 0.72% −0.08
OKE Oneok Inc. Reduce -1.2% 0.81% −0.08
VMRK Vivmark Residential Reduce -38.5% 0.16% −0.08
TRNO Terreno Realty Corp. Reduce -24.1% 0.24% −0.07
ELS Equity Lifestyle Properties Reduce -30.8% 0.14% −0.07
ESS Essex Property Trust Inc. Reduce -37.2% 0.17% −0.06
UGI Ugi Corp. Sold out 0.00% −0.06
PBF PBF Energy Inc. Class A Reduce -5.1% 0.32% −0.05
TRGP Targa Resources Corp. Reduce -4.8% 1.72% −0.05
AVB Avalonbay Communities Inc. Reduce -24.4% 0.23% −0.05
WES Western Midstream Partners L Reduce -7.1% 0.70% −0.04
KKR KKR & Co. Inc. Reduce -50.6% 0.04% −0.04
ZS Zscaler Inc. Sold out 0.00% −0.04
MA Mastercard Inc. Class A Reduce -12.2% 0.21% −0.03
VNOM Viper Energy Inc. Class A Reduce -14.7% 0.09% −0.03
O Realty Income Corp. Reduce -4.7% 0.35% −0.03
CG The Carlyle Group Inc. Reduce -41.3% 0.03% −0.03
CTSH Cognizant Tech Solutions-A Reduce -21.7% 0.03% −0.03
CPT Camden Property Trust Reduce -31.8% 0.09% −0.03
CUBE Cubesmart Reduce -23.0% 0.11% −0.03
BSM Black Stone Minerals LP Reduce -13.2% 0.09% −0.03
FDX FedEx Corp. Reduce -5.6% 0.10% −0.03
NNN NNN REIT Inc. Reduce -19.7% 0.13% −0.02
UPS United Parcel Service Class B Sold out 0.00% −0.02
ITT Itt Inc. Reduce -7.3% 0.21% −0.02
ABBV Abbvie Inc. Reduce -11.6% 0.78% −0.02
CNQ Canadian Natural Resources Reduce -25.0% 0.02% −0.02
MAA Mid-America Apartment Comm Reduce -19.9% 0.11% −0.02
NKE Nike Inc. Class B Sold out 0.00% −0.02
NRG NRG Energy Inc. Reduce -1.3% 0.22% −0.01
STAG Stag Industrial Inc. Reduce -4.5% 0.27% −0.01
GSFTX Columbia Dividend Income-I Sold out 0.00% −0.01
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.01
TRBCX T Rowe PR Blue Chip Grow-Inv Sold out 0.00% −0.01

Portfolio Buys Q1 2026 → Q2 2026
AMD Advanced Micro Devices Add +2.2% 1.02% +0.65
GEV GE Vernova Inc. Add +9.0% 1.56% +0.45
CRWD CrowdStrike Holdings Inc. Class A Add +4.0% 0.84% +0.41
DVN Devon Energy Corp. Add +116.2% 0.61% +0.25
GLW Corning Inc. Add +2.4% 0.41% +0.19
WELL Welltower Inc. Add +0.7% 1.79% +0.17
AMZN Amazon.com Inc. Add +1.7% 1.64% +0.16
IRM Iron Mountain Inc. Add +0.5% 0.92% +0.14
TLN Talen Energy Corp. Add +1.6% 0.95% +0.14
AVGO Broadcom Inc. Add +14.5% 0.49% +0.12
TPL Texas Pacific Land Corp. Add +28.9% 0.72% +0.09
CDP Copt Defense Properties Add +83.3% 0.15% +0.08
RHP Ryman Hospitality Properties Add +47.6% 0.15% +0.08
HST Host Hotels & Resorts Inc. Add +30.6% 0.21% +0.07
EGP Eastgroup Properties Inc. Add +105.7% 0.14% +0.07
TSLA Tesla Inc. Add +5.7% 0.51% +0.06
ARM Arm Holdings PLC-ADR Add +15.4% 0.10% +0.06
EXR Extra Space Storage Inc. Add +14.7% 0.34% +0.06
ADC Agree Realty Corp. Add +54.3% 0.18% +0.06
TSM Taiwan Semiconductor-SP ADR Add +28.6% 0.12% +0.05
AMT American Tower Corp. Add +63.1% 0.16% +0.05
QCOM Qualcomm Inc. Add +6.2% 0.15% +0.05
CTRE Caretrust REIT Inc. Add +14.0% 0.22% +0.04
WPC WP Carey Inc. Add +25.0% 0.15% +0.03
VTR Ventas Inc. Add +2.2% 0.55% +0.03
JAN Janus Living Inc. Class-A-1 New 0.03% +0.03
REXR Rexford Industrial Realty Inc. Add +40.5% 0.09% +0.03
MRVL Marvell Technology Inc. New 0.02% +0.02
ATO Atmos Energy Corp. Add +24.1% 0.23% +0.02
EE Excelerate Energy Inc. Class A New 0.02% +0.02
BXDC Blackstone Digital Infrastru New 0.02% +0.02
AHR American Healthcare REIT Inc. Add +133.3% 0.03% +0.02
VST Vistra Corp. Add +1.1% 1.05% +0.02
NOW ServiceNow Inc. Add +26.1% 0.15% +0.02
REG Regency Centers Corp. Add +6.1% 0.26% +0.02
FCX Freeport-McMoran Inc. Add +22.2% 0.07% +0.01
SBUX Starbucks Corp. Add +6.7% 0.09% +0.01
PSTL Postal Realty Trust Inc. Class A Add +66.7% 0.02% +0.01
FR First Industrial Realty TR New 0.01% +0.01
D Dominion Energy Inc. Add +6.6% 0.10% +0.01
PCG P G & E Corp. Add +88.9% 0.03% +0.01
QBTS D-Wave Quantum Inc. Add +28.6% 0.02% +0.01
PM Philip Morris International Add +2.1% 0.17% +0.01
DTE DTE Energy Company Add +2.5% 0.46% +0.01
OGE Oge Energy Corp. New 0.01% +0.01
SWX Southwest Gas Holdings Inc. Add +12.5% 0.09% +0.01
EVRG Evergy Inc. Add +2.0% 0.29% +0.01
IDA Idacorp Inc. Add +2.8% 0.21% +0.01
LNT Alliant Energy Corp. Add +5.2% 0.12% +0.01
IRT Independence Realty Trust Inc. New 0.01% +0.01

Notes & Other Activity Q1 2026 → Q2 2026
PEBBLEBROOK HOTEL TRUST (PEB 6.3 PERP F) 6.3 CUM PFD SR F Sold out 2,500 $48Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 308$530.5MNVDA, GOOGL, CAT, VLO, WMB
Q1 2026 305$506.6MNVDA, GOOGL, VLO, WMB, MPC
Q4 2025 307$471.5MNVDA, GOOGL, AAPL, MSFT, WMB
Q3 2025 307$498.5MNVDA, GOOGL, WMB, MSFT, AAPL
Q2 2025 313$479.5MNVDA, WMB, MSFT, LNG, TRGP
Q1 2025 314$493.8MNVDA, WMB, TRGP, LNG, OKE
Q4 2024 310$493.7MNVDA, WMB, AAPL, ET, TRGP
Q3 2024 311$501.6MNVDA, WMB, XOM, OKE, CVX
Q2 2024 314$492.9MNVDA, WMB, XOM, VLO, PSX
Q1 2024 286$496.3MNVDA, PSX, MPC, VLO, WMB