Spirit of America Management Corp.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 25, 2024), Spirit of America Management Corp. reported 314 stock positions worth $492.9 million. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Williams Cos (WMB, 3.1%) and Exxon Mobil (XOM, 2.8%). Compared with Q1 2024, it opened 33 new positions, sold out of 5, added to 65 and reduced 63. The biggest buy was Exxon Mobil (XOM, shares +193%) and the biggest sale an exit from Pioneer Natural Resources (PXD).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001041283
- Portfolio Value
- $492.9M (Q2 2024)
- SEC Filing
- 0001104659-24-082548 ↗ filed Jul 25, 2024
Holdings Value
Holdings 314 stocks · $492.9M
| NVDA Nvidia Corp. | 6.33% | 252,370 | $31.2M | Reduce -11.2% |
| WMB Williams Cos Inc. | 3.06% | 355,032 | $15.1M | Reduce -13.2% |
| XOM Exxon Mobil Corp. | 2.82% | 120,597 | $13.9M | Add +193.3% |
| VLO Valero Energy Corp. | 2.79% | 87,684 | $13.7M | Reduce -12.2% |
| PSX Phillips 66 | 2.73% | 95,336 | $13.5M | Reduce -14.3% |
| CVX Chevron Corp. | 2.65% | 83,590 | $13.1M | Reduce -8.0% |
| MPC Marathon Petroleum Corp. | 2.50% | 71,025 | $12.3M | Reduce -16.2% |
| OKE Oneok Inc. | 2.37% | 143,517 | $11.7M | Reduce -23.0% |
| ET Energy Transfer LP | 2.15% | 652,700 | $10.6M | Reduce -7.0% |
| AAPL Apple Inc. | 1.98% | 46,382 | $9.8M | Reduce -1.3% |
| LNG Cheniere Energy Inc. | 1.83% | 51,525 | $9.0M | Reduce -5.9% |
| MSFT Microsoft Corp. | 1.77% | 19,499 | $8.7M | No change |
| GOOGL Alphabet Inc. Class A | 1.64% | 44,400 | $8.1M | Add +2.1% |
| KMI Kinder Morgan Inc. | 1.59% | 395,244 | $7.9M | Reduce -7.9% |
| ENB Enbridge Inc. | 1.50% | 207,627 | $7.4M | Reduce -5.5% |
| TRGP Targa Resources Corp. | 1.49% | 57,183 | $7.4M | Reduce -0.6% |
| MPLX MPLX LP | 1.45% | 167,897 | $7.2M | Reduce -4.4% |
| WES Western Midstream Partners L | 1.45% | 179,350 | $7.1M | Reduce -0.8% |
| EPD Enterprise Products Partners | 1.44% | 244,636 | $7.1M | Reduce -3.6% |
| HESM Hess Midstream LP Class A | 1.36% | 183,337 | $6.7M | Reduce -4.7% |
| PAA Plains All Amer Pipeline LP | 1.31% | 362,300 | $6.5M | No change |
| BSM Black Stone Minerals LP | 1.21% | 380,499 | $6.0M | Reduce -11.0% |
| COST Costco Wholesale Corp. | 1.17% | 6,781 | $5.8M | Reduce -0.7% |
| EQIX Equinix Inc. | 1.13% | 7,330 | $5.5M | Add +1.0% |
| AMZN Amazon.com Inc. | 1.12% | 28,550 | $5.5M | Add +33.7% |
| ABBV Abbvie Inc. | 0.97% | 27,857 | $4.8M | No change |
| PLD Prologis Inc. | 0.89% | 39,101 | $4.4M | Reduce -13.3% |
| JPM JPMorgan Chase & Co. | 0.87% | 21,192 | $4.3M | Add +0.9% |
| DLR Digital Realty Trust Inc. | 0.86% | 28,031 | $4.3M | No change |
| CAT Caterpillar Inc. | 0.78% | 11,490 | $3.8M | No change |
| FANG Diamondback Energy Inc. | 0.77% | 19,000 | $3.8M | Add +12.4% |
| ORCL Oracle Corp. | 0.77% | 26,875 | $3.8M | No change |
| EOG EOG Resources Inc. | 0.76% | 29,600 | $3.7M | Add +6.9% |
| WELL Welltower Inc. | 0.74% | 35,175 | $3.7M | Add +3.8% |
| CMG Chipotle Mexican Grill Inc. | 0.74% | 58,000 | $3.6M | Add +31.1% |
| AMAT Applied Materials Inc. | 0.68% | 14,220 | $3.4M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.65% | 35,750 | $3.2M | Add +24.1% |
| COP Conocophillips | 0.65% | 28,000 | $3.2M | Add +22.3% |
| AVB Avalonbay Communities Inc. | 0.63% | 14,990 | $3.1M | Reduce -1.3% |
| WMT Walmart Inc. | 0.62% | 45,252 | $3.1M | No change |
| LLY Eli Lilly & Co. | 0.62% | 3,365 | $3.0M | Add +3.5% |
| BP BP PLC-Spons ADR | 0.60% | 81,361 | $2.9M | No change |
| MCK McKesson Corp. | 0.57% | 4,845 | $2.8M | No change |
| MRO Marathon Oil Corp. | 0.56% | 96,273 | $2.8M | Add +8.4% |
| PBF PBF Energy Inc. Class A | 0.56% | 59,750 | $2.7M | Add +25.1% |
| NEE Nextera Energy Inc. | 0.55% | 38,625 | $2.7M | Add +3.3% |
| BKR Baker Hughes Co. | 0.55% | 76,750 | $2.7M | Reduce -2.5% |
| SPG Simon Property Group Inc. | 0.54% | 17,500 | $2.7M | No change |
| TRP TC Energy Corp. | 0.54% | 69,928 | $2.7M | No change |
| OXY Occidental Petroleum Corp. | 0.53% | 41,600 | $2.6M | Add +21.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.53% | 90,370 | $2.6M | Reduce -8.1% |
| PSA Public Storage | 0.52% | 8,975 | $2.6M | No change |
| TRNO Terreno Realty Corp. | 0.51% | 42,475 | $2.5M | Reduce -2.3% |
| DE Deere & Co. | 0.49% | 6,410 | $2.4M | No change |
| EXR Extra Space Storage Inc. | 0.48% | 15,280 | $2.4M | Reduce -25.6% |
| WCN Waste Connections Inc. | 0.47% | 13,175 | $2.3M | Reduce -1.5% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.46% | 48,400 | $2.3M | Add +14.3% |
| MRK Merck & Co. Inc. | 0.46% | 18,350 | $2.3M | No change |
| CTRA Coterra Energy Inc. | 0.45% | 84,000 | $2.2M | Add +16.7% |
| DVN Devon Energy Corp. | 0.43% | 45,050 | $2.1M | Add +5.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.43% | 30,715 | $2.1M | No change |
| HD Home Depot Inc. | 0.43% | 6,138 | $2.1M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 20,600 | $2.0M | No change |
| TXN Texas Instruments Inc. | 0.41% | 10,425 | $2.0M | No change |
| V Visa Inc. Class A | 0.40% | 7,450 | $2.0M | No change |
| HON Honeywell International Inc. | 0.39% | 8,900 | $1.9M | No change |
| UDR Udr Inc. | 0.37% | 44,600 | $1.8M | Add +2.3% |
| DINO HF Sinclair Corp. | 0.34% | 31,176 | $1.7M | Add +12.7% |
| STAG Stag Industrial Inc. | 0.34% | 45,950 | $1.7M | No change |
| WDAY Workday Inc. Class A | 0.33% | 7,380 | $1.6M | No change |
| TGT Target Corp. | 0.33% | 11,130 | $1.6M | No change |
| ESS Essex Property Trust Inc. | 0.33% | 5,936 | $1.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 3,970 | $1.6M | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.32% | 13,300 | $1.6M | Reduce -14.7% |
| HAL Halliburton Co. | 0.32% | 47,000 | $1.6M | Add +14.6% |
| SUN Sunoco LP | 0.32% | 27,555 | $1.6M | No change |
| O Realty Income Corp. | 0.31% | 29,033 | $1.5M | Reduce -12.1% |
| VZ Verizon Communications Inc. | 0.30% | 36,040 | $1.5M | No change |
| BX Blackstone Inc. | 0.29% | 11,550 | $1.4M | No change |
| ELS Equity Lifestyle Properties | 0.28% | 21,550 | $1.4M | Reduce -12.2% |
| PAGP Plains GP Holdings LP | 0.28% | 74,000 | $1.4M | No change |
| GLPI Gaming and Leisure Propertie | 0.27% | 29,385 | $1.3M | Reduce -12.0% |
| WEC WEC Energy Group Inc. | 0.27% | 16,750 | $1.3M | No change |
| AMH American Homes 4 Rent- A | 0.27% | 35,300 | $1.3M | No change |
| GS Goldman Sachs Group Inc. | 0.25% | 2,715 | $1.2M | No change |
| CSX CSX Corp. | 0.25% | 36,600 | $1.2M | No change |
| PPL PPL Corp. | 0.25% | 44,000 | $1.2M | Add +3.5% |
| PG The Procter & Gamble Co. | 0.24% | 7,265 | $1.2M | No change |
| DUK Duke Energy Corp. | 0.24% | 11,950 | $1.2M | Reduce -2.5% |
| UNH Unitedhealth Group Inc. | 0.24% | 2,350 | $1.2M | No change |
| PM Philip Morris International | 0.24% | 11,800 | $1.2M | Reduce -23.1% |
| C Citigroup Inc. | 0.24% | 18,700 | $1.2M | No change |
| CEG Constellation Energy | 0.24% | 5,850 | $1.2M | Add +44.4% |
| AXP American Express Co. | 0.23% | 5,000 | $1.2M | No change |
| ACN Accenture PLC Class A | 0.23% | 3,725 | $1.1M | Reduce -2.6% |
| AMD Advanced Micro Devices | 0.23% | 6,900 | $1.1M | Add +6.2% |
| MAA Mid-America Apartment Comm | 0.22% | 7,522 | $1.1M | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.21% | 2,400 | $1.1M | No change |
| CPT Camden Property Trust | 0.21% | 9,400 | $1.0M | Reduce -28.8% |
| TPL Texas Pacific Land Corp. | 0.20% | 1,350 | $991K | Add +20.0% |
Portfolio Sells Q1 2024 → Q2 2024
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −1.89 |
| MPC Marathon Petroleum Corp. | Reduce -16.2% | 2.50% | −0.94 |
| PSX Phillips 66 | Reduce -14.3% | 2.73% | −0.93 |
| VLO Valero Energy Corp. | Reduce -12.2% | 2.79% | −0.64 |
| OKE Oneok Inc. | Reduce -23.0% | 2.37% | −0.64 |
| CQP Cheniere Energy Partners LP | Reduce -86.9% | 0.08% | −0.56 |
| PLD Prologis Inc. | Reduce -13.3% | 0.89% | −0.29 |
| CVX Chevron Corp. | Reduce -8.0% | 2.65% | −0.24 |
| AIRC Apartment Income REIT Co. | Sold out | 0.00% | −0.17 |
| BSM Black Stone Minerals LP | Reduce -11.0% | 1.21% | −0.17 |
| WMB Williams Cos Inc. | Reduce -13.2% | 3.06% | −0.15 |
| EXR Extra Space Storage Inc. | Reduce -25.6% | 0.48% | −0.13 |
| PEB Pebblebrook Hotel Trust | Reduce -88.7% | 0.01% | −0.12 |
| ENB Enbridge Inc. | Reduce -5.5% | 1.50% | −0.10 |
| HPQ HP Inc. | Reduce -96.8% | 0.00% | −0.09 |
| SUI Sun Communities Inc. | Reduce -14.7% | 0.32% | −0.08 |
| ET Energy Transfer LP | Reduce -7.0% | 2.15% | −0.08 |
| TRNO Terreno Realty Corp. | Reduce -2.3% | 0.51% | −0.07 |
| VICI Vici Properties Inc. | Reduce -8.1% | 0.53% | −0.07 |
| LW Lamb Weston Holdings Inc. | Reduce -58.1% | 0.03% | −0.06 |
| WPC WP Carey Inc. | Reduce -24.8% | 0.17% | −0.06 |
| EPD Enterprise Products Partners | Reduce -3.6% | 1.44% | −0.05 |
| CPT Camden Property Trust | Reduce -28.8% | 0.21% | −0.05 |
| FRT Federal Realty Invs Trust | Reduce -19.8% | 0.20% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.0% | 0.13% | −0.05 |
| O Realty Income Corp. | Reduce -12.1% | 0.31% | −0.05 |
| HESM Hess Midstream LP Class A | Reduce -4.7% | 1.36% | −0.04 |
| ARE Alexandria Real Estate Equit | Reduce -16.9% | 0.14% | −0.04 |
| APLE Apple Hospitality REIT Inc. | Reduce -21.0% | 0.11% | −0.04 |
| PM Philip Morris International | Reduce -23.1% | 0.24% | −0.04 |
| GLPI Gaming and Leisure Propertie | Reduce -12.0% | 0.27% | −0.04 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -32.3% | 0.06% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.6% | 0.23% | −0.04 |
| REXR Rexford Industrial Realty Inc. | Reduce -7.7% | 0.16% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -99.9% | 0.00% | −0.03 |
| STWD Starwood Property Trust Inc. | Reduce -53.3% | 0.03% | −0.03 |
| ELS Equity Lifestyle Properties | Reduce -12.2% | 0.28% | −0.03 |
| BRX Brixmor Property Group Inc. | Reduce -12.6% | 0.19% | −0.03 |
| MPLX MPLX LP | Reduce -4.4% | 1.45% | −0.02 |
| CUBE Cubesmart | Reduce -9.3% | 0.18% | −0.02 |
| ESRT Empire State Realty Trust-A | Reduce -88.9% | 0.00% | −0.02 |
| HASI Ha Sustainable Infrastructur | Reduce -28.0% | 0.05% | −0.01 |
| SPIP SS SPDR P Tips ETF | Sold out | 0.00% | −0.01 |
| REG Regency Centers Corp. | Reduce -9.5% | 0.17% | −0.01 |
| AMGN Amgen Inc. | Reduce -33.3% | 0.03% | −0.01 |
| CUZ Cousins Properties Inc. | Reduce -23.5% | 0.03% | −0.01 |
| BXP BXP Inc. | Reduce -4.5% | 0.08% | −0.01 |
| KIM Kimco Realty Corp. | Reduce -7.3% | 0.10% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.01 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| XOM Exxon Mobil Corp. | Add +193.3% | 2.82% | +1.85 |
| AMZN Amazon.com Inc. | Add +33.7% | 1.12% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 1.64% | +0.32 |
| CMG Chipotle Mexican Grill Inc. | Add +31.1% | 0.74% | +0.22 |
| IRM Iron Mountain Inc. | Add +24.1% | 0.65% | +0.18 |
| AMBFX American Balanced Fund-F2 | New | 0.14% | +0.14 |
| WMFFX Amer FND Wash Mut Inv-F2 | New | 0.14% | +0.14 |
| APGYX AB Large Cap Growth-Adv | New | 0.13% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | Add +488.4% | 0.14% | +0.12 |
| IEF iShares 7-10 Year Treasury B | Add +928.5% | 0.13% | +0.11 |
| LLY Eli Lilly & Co. | Add +3.5% | 0.62% | +0.11 |
| WELL Welltower Inc. | Add +3.8% | 0.74% | +0.11 |
| FANG Diamondback Energy Inc. | Add +12.4% | 0.77% | +0.10 |
| VST Vistra Corp. | Add +69.2% | 0.18% | +0.09 |
| DBRG Digitalbridge Group Inc. | Add +2233.3% | 0.10% | +0.09 |
| ODIYX Invesco Discovery-Y | New | 0.09% | +0.09 |
| CEG Constellation Energy | Add +44.4% | 0.24% | +0.09 |
| OXY Occidental Petroleum Corp. | Add +21.6% | 0.53% | +0.08 |
| GOOG Alphabet Inc. Class C | New | 0.08% | +0.08 |
| NOW ServiceNow Inc. | Add +71.4% | 0.17% | +0.08 |
| META Meta Platforms Inc. Class A | New | 0.07% | +0.07 |
| NEE Nextera Energy Inc. | Add +3.3% | 0.55% | +0.07 |
| TPL Texas Pacific Land Corp. | Add +20.0% | 0.20% | +0.07 |
| TLVIX Thrivent Large Cap Value-S | New | 0.07% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.07% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +170.6% | 0.10% | +0.07 |
| IWL iShares Russell Top 200 ETF | Add +403.6% | 0.08% | +0.07 |
| NFLX Netflix Inc. | Add +66.7% | 0.14% | +0.06 |
| COP Conocophillips | Add +22.3% | 0.65% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +632.3% | 0.07% | +0.06 |
| BUBIX Baird Ultra Short Bond-Inst | New | 0.06% | +0.06 |
| IGEB iShares Investment Grade SYS | New | 0.06% | +0.06 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +424.5% | 0.07% | +0.06 |
| MRO Marathon Oil Corp. | Add +8.4% | 0.56% | +0.05 |
| BLV Vanguard Long-Term Bond ETF | Add +677.6% | 0.06% | +0.05 |
| CTRA Coterra Energy Inc. | Add +16.7% | 0.45% | +0.05 |
| UDR Udr Inc. | Add +2.3% | 0.37% | +0.04 |
| EOG EOG Resources Inc. | Add +6.9% | 0.76% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +6.5% | 0.17% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.03% | +0.03 |
| ALARX Alger Capital Appr Inst-I | New | 0.03% | +0.03 |
| MFEIX MFS Growth Fund-I | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.4% | 0.17% | +0.03 |
| EQPGX Fidelity Adv Eqty GRW-I | New | 0.03% | +0.03 |
| INVH Invitation Homes Inc. | Add +400.0% | 0.04% | +0.03 |
| DHI D.R. Horton Inc. | New | 0.03% | +0.03 |
| LEN Lennar Corp. Class A | New | 0.03% | +0.03 |
| TOL Toll Brothers Inc. | New | 0.03% | +0.03 |
| CTRE Caretrust REIT Inc. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 308 | $530.5M | NVDA, GOOGL, CAT, VLO, WMB |
| Q1 2026 | 305 | $506.6M | NVDA, GOOGL, VLO, WMB, MPC |
| Q4 2025 | 307 | $471.5M | NVDA, GOOGL, AAPL, MSFT, WMB |
| Q3 2025 | 307 | $498.5M | NVDA, GOOGL, WMB, MSFT, AAPL |
| Q2 2025 | 313 | $479.5M | NVDA, WMB, MSFT, LNG, TRGP |
| Q1 2025 | 314 | $493.8M | NVDA, WMB, TRGP, LNG, OKE |
| Q4 2024 | 310 | $493.7M | NVDA, WMB, AAPL, ET, TRGP |
| Q3 2024 | 311 | $501.6M | NVDA, WMB, XOM, OKE, CVX |
| Q2 2024 | 314 | $492.9M | NVDA, WMB, XOM, VLO, PSX |
| Q1 2024 | 286 | $496.3M | NVDA, PSX, MPC, VLO, WMB |