Spirit of America Management Corp.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), Spirit of America Management Corp. reported 286 stock positions worth $496.3 million. Its top holding was Nvidia (NVDA) at 5.2% of the portfolio, followed by Phillips 66 (PSX, 3.7%) and Marathon Petroleum (MPC, 3.4%). Compared with Q4 2023, it opened 22 new positions, sold out of 2, added to 62 and reduced 35. The biggest buy was PBF Energy Class A (PBF, shares +77%) and the biggest sale Exxon Mobil (XOM, shares −42%).

Most Recent 13F
Q2 2026
Location
SYOSSET, NY
CIK
0001041283
Portfolio Value
$496.3M (Q1 2024)
SEC Filing
0001104659-24-048156 ↗ filed Apr 17, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $496.3M $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 Q2 2026

Holdings 286 stocks · $496.3M
NVDA Nvidia Corp. 5.17% 28,417 $25.7M Reduce -6.5%
PSX Phillips 66 3.66% 111,286 $18.2M Reduce -13.2%
MPC Marathon Petroleum Corp. 3.44% 84,775 $17.1M Reduce -12.4%
VLO Valero Energy Corp. 3.43% 99,834 $17.0M Reduce -11.4%
WMB Williams Cos Inc. 3.21% 409,032 $15.9M Reduce -13.1%
OKE Oneok Inc. 3.01% 186,367 $14.9M Reduce -15.0%
CVX Chevron Corp. 2.89% 90,890 $14.3M Reduce -6.0%
ET Energy Transfer LP 2.22% 701,700 $11.0M Reduce -11.9%
PXD Pioneer Natural Resources Co. 1.89% 35,675 $9.4M Add +8.0%
LNG Cheniere Energy Inc. 1.78% 54,775 $8.8M No change
MSFT Microsoft Corp. 1.65% 19,499 $8.2M No change
AAPL Apple Inc. 1.62% 46,982 $8.1M Reduce -3.6%
ENB Enbridge Inc. 1.60% 219,627 $7.9M No change
KMI Kinder Morgan Inc. 1.59% 429,244 $7.9M Reduce -0.2%
EPD Enterprise Products Partners 1.49% 253,886 $7.4M Reduce -3.5%
MPLX MPLX LP 1.47% 175,647 $7.3M Reduce -12.6%
HESM Hess Midstream LP Class A 1.40% 192,337 $6.9M Reduce -17.8%
BSM Black Stone Minerals LP 1.38% 427,499 $6.8M Reduce -6.7%
GOOGL Alphabet Inc. Class A 1.32% 43,500 $6.6M Add +7.0%
TRGP Targa Resources Corp. 1.30% 57,500 $6.4M No change
WES Western Midstream Partners L 1.30% 180,850 $6.4M Reduce -0.3%
PAA Plains All Amer Pipeline LP 1.28% 362,300 $6.4M Reduce -0.3%
EQIX Equinix Inc. 1.21% 7,260 $6.0M Add +2.1%
PLD Prologis Inc. 1.18% 45,101 $5.9M Reduce -21.8%
ABBV Abbvie Inc. 1.02% 27,857 $5.1M Reduce -7.6%
COST Costco Wholesale Corp. 1.01% 6,831 $5.0M Add +0.7%
XOM Exxon Mobil Corp. 0.96% 41,120 $4.8M Reduce -41.9%
CAT Caterpillar Inc. 0.85% 11,490 $4.2M No change
JPM JPMorgan Chase & Co. 0.85% 20,992 $4.2M No change
DLR Digital Realty Trust Inc. 0.81% 28,031 $4.0M Add +5.5%
AMZN Amazon.com Inc. 0.78% 21,350 $3.9M Add +10.6%
EOG EOG Resources Inc. 0.71% 27,700 $3.5M Add +22.3%
ORCL Oracle Corp. 0.68% 26,875 $3.4M No change
FANG Diamondback Energy Inc. 0.67% 16,900 $3.3M Add +27.6%
CQP Cheniere Energy Partners LP 0.65% 64,932 $3.2M Reduce -21.7%
WELL Welltower Inc. 0.64% 33,875 $3.2M Add +13.0%
BP BP PLC-Spons ADR 0.62% 81,361 $3.1M No change
EXR Extra Space Storage Inc. 0.61% 20,530 $3.0M Reduce -31.2%
AMAT Applied Materials Inc. 0.59% 14,220 $2.9M No change
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.59% 98,370 $2.9M No change
COP Conocophillips 0.59% 22,900 $2.9M Add +44.0%
TRNO Terreno Realty Corp. 0.58% 43,475 $2.9M No change
AVB Avalonbay Communities Inc. 0.57% 15,190 $2.8M Reduce -1.3%
TRP TC Energy Corp. 0.57% 69,928 $2.8M No change
PBF PBF Energy Inc. Class A 0.55% 47,750 $2.7M Add +76.8%
SPG Simon Property Group Inc. 0.55% 17,500 $2.7M No change
WMT Walmart Inc. 0.55% 45,252 $2.7M No change
BKR Baker Hughes Co. 0.53% 78,750 $2.6M Reduce -1.9%
DE Deere & Co. 0.53% 6,410 $2.6M No change
PSA Public Storage 0.52% 8,975 $2.6M No change
MCK McKesson Corp. 0.52% 4,845 $2.6M No change
CMG Chipotle Mexican Grill Inc. 0.52% 885 $2.6M Add +47.5%
LLY Eli Lilly & Co. 0.51% 3,250 $2.5M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.51% 20,600 $2.5M No change
MRO Marathon Oil Corp. 0.51% 88,773 $2.5M Add +15.6%
MRK Merck & Co. Inc. 0.49% 18,350 $2.4M No change
NEE Nextera Energy Inc. 0.48% 37,375 $2.4M Reduce -8.9%
HD Home Depot Inc. 0.47% 6,138 $2.4M Add +1.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.47% 42,350 $2.3M Add +36.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.47% 28,800 $2.3M Add +11.2%
WCN Waste Connections Inc. 0.46% 13,375 $2.3M No change
OXY Occidental Petroleum Corp. 0.45% 34,200 $2.2M Add +35.2%
DVN Devon Energy Corp. 0.43% 42,550 $2.1M Add +32.8%
V Visa Inc. Class A 0.42% 7,450 $2.1M No change
WDAY Workday Inc. Class A 0.41% 7,380 $2.0M No change
CTRA Coterra Energy Inc. 0.40% 72,000 $2.0M Add +33.3%
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.40% 15,600 $2.0M No change
TGT Target Corp. 0.40% 11,130 $2.0M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 0.39% 30,715 $1.9M No change
HON Honeywell International Inc. 0.37% 8,900 $1.8M No change
TXN Texas Instruments Inc. 0.37% 10,425 $1.8M No change
O Realty Income Corp. 0.36% 33,033 $1.8M Add +6.6%
STAG Stag Industrial Inc. 0.36% 45,950 $1.8M No change
DINO HF Sinclair Corp. 0.34% 27,676 $1.7M Add +40.7%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 3,970 $1.7M No change
SUN Sunoco LP 0.33% 27,555 $1.7M No change
UDR Udr Inc. 0.33% 43,600 $1.6M No change
HAL Halliburton Co. 0.33% 41,000 $1.6M Add +51.9%
ELS Equity Lifestyle Properties 0.32% 24,550 $1.6M Reduce -3.5%
GLPI Gaming and Leisure Propertie 0.31% 33,385 $1.5M No change
BX Blackstone Inc. 0.31% 11,550 $1.5M No change
VZ Verizon Communications Inc. 0.30% 36,040 $1.5M No change
ESS Essex Property Trust Inc. 0.29% 5,936 $1.5M No change
PM Philip Morris International 0.28% 15,350 $1.4M No change
WEC WEC Energy Group Inc. 0.28% 16,750 $1.4M No change
CSX CSX Corp. 0.27% 36,600 $1.4M No change
PAGP Plains GP Holdings LP 0.27% 74,000 $1.4M No change
ACN Accenture PLC Class A 0.27% 3,825 $1.3M No change
CPT Camden Property Trust 0.26% 13,200 $1.3M No change
AMH American Homes 4 Rent- A 0.26% 35,300 $1.3M Add +1.4%
FRT Federal Realty Invs Trust 0.25% 12,100 $1.2M Reduce -2.4%
DUK Duke Energy Corp. 0.24% 12,250 $1.2M Add +1.2%
C Citigroup Inc. 0.24% 18,700 $1.2M Add +19.1%
PG The Procter & Gamble Co. 0.24% 7,265 $1.2M No change
AMD Advanced Micro Devices 0.24% 6,500 $1.2M Add +4.8%
PPL PPL Corp. 0.24% 42,500 $1.2M Add +2.4%
UNH Unitedhealth Group Inc. 0.23% 2,350 $1.2M Reduce -4.1%
MA Mastercard Inc. Class A 0.23% 2,400 $1.2M No change
WPC WP Carey Inc. 0.23% 20,200 $1.1M Reduce -25.7%
AXP American Express Co. 0.23% 5,000 $1.1M No change

Show all 286 holdings

Portfolio Sells Q4 2023 → Q1 2024
XOM Exxon Mobil Corp. Reduce -41.9% 0.96% −0.59
PLD Prologis Inc. Reduce -21.8% 1.18% −0.50
EXR Extra Space Storage Inc. Reduce -31.2% 0.61% −0.44
AAPL Apple Inc. Reduce -3.6% 1.62% −0.44
WMB Williams Cos Inc. Reduce -13.1% 3.21% −0.38
OKE Oneok Inc. Reduce -15.0% 3.01% −0.37
CVX Chevron Corp. Reduce -6.0% 2.89% −0.28
CQP Cheniere Energy Partners LP Reduce -21.7% 0.65% −0.26
BSM Black Stone Minerals LP Reduce -6.7% 1.38% −0.23
HESM Hess Midstream LP Class A Reduce -17.8% 1.40% −0.22
ET Energy Transfer LP Reduce -11.9% 2.22% −0.19
WPC WP Carey Inc. Reduce -25.7% 0.23% −0.16
MPLX MPLX LP Reduce -12.6% 1.47% −0.15
CCI Crown Castle Inc. Reduce -67.9% 0.05% −0.15
AMT American Tower Corp. Reduce -54.7% 0.07% −0.11
PSX Phillips 66 Reduce -13.2% 3.66% −0.08
KMI Kinder Morgan Inc. Reduce -0.2% 1.59% −0.08
ELS Equity Lifestyle Properties Reduce -3.5% 0.32% −0.08
BKR Baker Hughes Co. Reduce -1.9% 0.53% −0.07
BA The Boeing Co. Reduce -6.0% 0.12% −0.07
NEE Nextera Energy Inc. Reduce -8.9% 0.48% −0.07
AVB Avalonbay Communities Inc. Reduce -1.3% 0.57% −0.06
UNH Unitedhealth Group Inc. Reduce -4.1% 0.23% −0.05
SRC Spirit Realty Capital Inc. Sold out 0.00% −0.04
PHYSICIANS REALTY TRUST Sold out 0.00% −0.03
MAA Mid-America Apartment Comm Reduce -3.6% 0.21% −0.03
FRT Federal Realty Invs Trust Reduce -2.4% 0.25% −0.03
EPD Enterprise Products Partners Reduce -3.5% 1.49% −0.03
D Dominion Energy Inc. Reduce -9.0% 0.15% −0.02
HASI Ha Sustainable Infrastructur Reduce -15.7% 0.06% −0.02
AMGN Amgen Inc. Reduce -11.8% 0.04% −0.01
ABBV Abbvie Inc. Reduce -7.6% 1.02% −0.00
PAA Plains All Amer Pipeline LP Reduce -0.3% 1.28% +0.07
WES Western Midstream Partners L Reduce -0.3% 1.30% +0.13
VLO Valero Energy Corp. Reduce -11.4% 3.43% +0.22
MPC Marathon Petroleum Corp. Reduce -12.4% 3.44% +0.29
NVDA Nvidia Corp. Reduce -6.5% 5.17% +1.87

Portfolio Buys Q4 2023 → Q1 2024
PBF PBF Energy Inc. Class A Add +76.8% 0.55% +0.29
PXD Pioneer Natural Resources Co. Add +8.0% 1.89% +0.26
FANG Diamondback Energy Inc. Add +27.6% 0.67% +0.22
CMG Chipotle Mexican Grill Inc. Add +47.5% 0.52% +0.22
COP Conocophillips Add +44.0% 0.59% +0.18
CRWD CrowdStrike Holdings Inc. Class A New 0.14% +0.14
AMZN Amazon.com Inc. Add +10.6% 0.78% +0.13
OXY Occidental Petroleum Corp. Add +35.2% 0.45% +0.12
SLB SLB Ltd. Add +36.2% 0.47% +0.11
EOG EOG Resources Inc. Add +22.3% 0.71% +0.11
PANW Palo Alto Networks Inc. Add +666.7% 0.13% +0.11
DVN Devon Energy Corp. Add +32.8% 0.43% +0.11
HAL Halliburton Co. Add +51.9% 0.33% +0.11
CTRA Coterra Energy Inc. Add +33.3% 0.40% +0.10
MRO Marathon Oil Corp. Add +15.6% 0.51% +0.10
DINO HF Sinclair Corp. Add +40.7% 0.34% +0.10
TPL Texas Pacific Land Corp. Add +200.0% 0.13% +0.09
GOOGL Alphabet Inc. Class A Add +7.0% 1.32% +0.08
IRM Iron Mountain Inc. Add +11.2% 0.47% +0.07
C Citigroup Inc. Add +19.1% 0.24% +0.06
NOW ServiceNow Inc. Add +125.0% 0.10% +0.05
CEG Constellation Energy Add +3.9% 0.15% +0.05
WELL Welltower Inc. Add +13.0% 0.64% +0.04
IJH iShares Core S&P Midcap ETF New 0.04% +0.04
AMD Advanced Micro Devices Add +4.8% 0.24% +0.04
SPSM SS SPDR P S&P 600 Small Cap New 0.03% +0.03
MTUM iShares MSCI USA Momentum Fa New 0.03% +0.03
FTC First Trust Large Cap Growth New 0.03% +0.03
FNCL Fidelity MSCI Financial Indx New 0.03% +0.03
DLR Digital Realty Trust Inc. Add +5.5% 0.81% +0.03
VHT Vanguard Health Care ETF New 0.03% +0.03
COST Costco Wholesale Corp. Add +0.7% 1.01% +0.03
ITT Itt Inc. Add +9.8% 0.18% +0.02
VIG Vanguard Dividend Apprec ETF New 0.02% +0.02
DOC Healthpeak Properties Inc. Add +60.9% 0.08% +0.02
ZS Zscaler Inc. Add +60.7% 0.09% +0.02
RRC Range Resources Corp. Add +18.2% 0.09% +0.02
HD Home Depot Inc. Add +1.7% 0.47% +0.02
IWL iShares Russell Top 200 ETF New 0.01% +0.01
ISTB iShares Core 1-5 Year Usd Bo New 0.01% +0.01
SPIP SS SPDR P Tips ETF New 0.01% +0.01
IEF iShares 7-10 Year Treasury B New 0.01% +0.01
CHRD Chord Energy Corp. New 0.01% +0.01
PEG Public Service Enterprise GP Add +7.8% 0.14% +0.01
VOO Vanguard S&P 500 ETF New 0.01% +0.01
PSTL Postal Realty Trust Inc. Class A New 0.01% +0.01
VRTX Vertex Pharmaceuticals Inc. New 0.01% +0.01
AWK American Water Works Co. Inc. Add +60.0% 0.03% +0.01
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.01% +0.01
POR Portland General Electric Co. Add +87.5% 0.02% +0.01

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