Spirit of America Management Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Spirit of America Management Corp. reported 310 stock positions worth $493.7 million. Its top holding was Nvidia (NVDA) at 5.5% of the portfolio, followed by Williams Cos (WMB, 3.1%) and Apple (AAPL, 2.3%). Compared with Q3 2024, it opened 3 new positions, sold out of 5, added to 90 and reduced 62. The biggest buy was Targa Resources (TRGP, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001041283
- Portfolio Value
- $493.7M (Q4 2024)
- SEC Filing
- 0001104659-25-006199 ↗ filed Jan 27, 2025
Holdings Value
Holdings 310 stocks · $493.7M
| NVDA Nvidia Corp. | 5.52% | 202,970 | $27.3M | Reduce -8.7% |
| WMB Williams Cos Inc. | 3.12% | 284,432 | $15.4M | Reduce -13.5% |
| AAPL Apple Inc. | 2.29% | 45,182 | $11.3M | Reduce -0.4% |
| ET Energy Transfer LP | 2.28% | 574,700 | $11.3M | Reduce -9.6% |
| TRGP Targa Resources Corp. | 2.25% | 62,333 | $11.1M | Add +1.6% |
| OKE Oneok Inc. | 2.20% | 108,142 | $10.9M | Reduce -17.2% |
| CVX Chevron Corp. | 2.16% | 73,490 | $10.6M | Reduce -8.8% |
| LNG Cheniere Energy Inc. | 2.13% | 48,875 | $10.5M | Reduce -5.1% |
| KMI Kinder Morgan Inc. | 2.09% | 376,244 | $10.3M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 2.01% | 92,047 | $9.9M | Reduce -15.4% |
| VLO Valero Energy Corp. | 1.91% | 77,084 | $9.4M | Reduce -9.4% |
| ENB Enbridge Inc. | 1.74% | 202,627 | $8.6M | Reduce -1.0% |
| PSX Phillips 66 | 1.73% | 74,936 | $8.5M | Reduce -9.5% |
| GOOGL Alphabet Inc. Class A | 1.70% | 44,400 | $8.4M | No change |
| MSFT Microsoft Corp. | 1.66% | 19,499 | $8.2M | No change |
| MPC Marathon Petroleum Corp. | 1.60% | 56,575 | $7.9M | Reduce -10.3% |
| EQIX Equinix Inc. | 1.45% | 7,610 | $7.2M | Add +4.5% |
| MPLX MPLX LP | 1.43% | 147,397 | $7.1M | Reduce -11.7% |
| EPD Enterprise Products Partners | 1.42% | 223,636 | $7.0M | Reduce -8.6% |
| AMZN Amazon.com Inc. | 1.34% | 30,200 | $6.6M | Add +1.5% |
| COST Costco Wholesale Corp. | 1.27% | 6,831 | $6.3M | No change |
| WES Western Midstream Partners L | 1.26% | 161,650 | $6.2M | Reduce -9.9% |
| HESM Hess Midstream LP Class A | 1.15% | 153,837 | $5.7M | Reduce -16.1% |
| PAA Plains All Amer Pipeline LP | 1.15% | 332,300 | $5.7M | Reduce -8.3% |
| JPM JPMorgan Chase & Co. | 1.06% | 21,892 | $5.2M | Add +0.5% |
| DLR Digital Realty Trust Inc. | 1.04% | 28,831 | $5.1M | Add +2.9% |
| COP Conocophillips | 1.02% | 50,604 | $5.0M | Add +83.3% |
| WELL Welltower Inc. | 0.92% | 36,025 | $4.5M | Add +0.6% |
| ORCL Oracle Corp. | 0.91% | 26,875 | $4.5M | No change |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.88% | 41,350 | $4.3M | Add +7.4% |
| ABBV Abbvie Inc. | 0.87% | 24,200 | $4.3M | Reduce -2.0% |
| WMT Walmart Inc. | 0.86% | 47,052 | $4.3M | No change |
| CAT Caterpillar Inc. | 0.84% | 11,390 | $4.1M | Reduce -0.9% |
| PLD Prologis Inc. | 0.73% | 34,301 | $3.6M | Reduce -9.5% |
| BSM Black Stone Minerals LP | 0.72% | 244,999 | $3.6M | Reduce -23.0% |
| EOG EOG Resources Inc. | 0.72% | 29,100 | $3.6M | No change |
| TRP TC Energy Corp. | 0.72% | 76,578 | $3.6M | Add +3.7% |
| CMG Chipotle Mexican Grill Inc. | 0.71% | 58,000 | $3.5M | No change |
| NEE Nextera Energy Inc. | 0.69% | 47,525 | $3.4M | Add +12.2% |
| AVB Avalonbay Communities Inc. | 0.68% | 15,190 | $3.3M | No change |
| FANG Diamondback Energy Inc. | 0.66% | 19,800 | $3.2M | No change |
| SPG Simon Property Group Inc. | 0.61% | 17,500 | $3.0M | No change |
| BKR Baker Hughes Co. | 0.58% | 69,750 | $2.9M | No change |
| MCK McKesson Corp. | 0.56% | 4,845 | $2.8M | No change |
| PSA Public Storage | 0.53% | 8,775 | $2.6M | Reduce -2.2% |
| LLY Eli Lilly & Co. | 0.53% | 3,365 | $2.6M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.51% | 85,370 | $2.5M | No change |
| TRNO Terreno Realty Corp. | 0.50% | 41,975 | $2.5M | Reduce -1.2% |
| DE Deere & Co. | 0.49% | 5,760 | $2.4M | Reduce -5.7% |
| BP BP PLC-Spons ADR | 0.49% | 81,361 | $2.4M | No change |
| HD Home Depot Inc. | 0.48% | 6,138 | $2.4M | No change |
| V Visa Inc. Class A | 0.48% | 7,550 | $2.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.47% | 20,900 | $2.3M | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.47% | 32,415 | $2.3M | Add +3.8% |
| VST Vistra Corp. | 0.46% | 16,650 | $2.3M | Add +20.6% |
| AMAT Applied Materials Inc. | 0.46% | 14,020 | $2.3M | Reduce -1.4% |
| BX Blackstone Inc. | 0.46% | 13,100 | $2.3M | Add +11.5% |
| CTRA Coterra Energy Inc. | 0.43% | 84,000 | $2.1M | No change |
| WCN Waste Connections Inc. | 0.43% | 12,275 | $2.1M | Reduce -6.8% |
| CEG Constellation Energy | 0.42% | 9,300 | $2.1M | Add +22.4% |
| ESS Essex Property Trust Inc. | 0.42% | 7,236 | $2.1M | Add +10.7% |
| UDR Udr Inc. | 0.40% | 45,600 | $2.0M | No change |
| EXR Extra Space Storage Inc. | 0.40% | 13,080 | $2.0M | Reduce -14.4% |
| HON Honeywell International Inc. | 0.40% | 8,650 | $2.0M | Reduce -2.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.38% | 49,400 | $1.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 4,020 | $1.8M | Add +1.3% |
| OXY Occidental Petroleum Corp. | 0.37% | 36,600 | $1.8M | Reduce -10.9% |
| TXN Texas Instruments Inc. | 0.36% | 9,375 | $1.8M | Reduce -2.6% |
| WDAY Workday Inc. Class A | 0.35% | 6,680 | $1.7M | Reduce -9.5% |
| PPL PPL Corp. | 0.35% | 53,100 | $1.7M | Add +15.2% |
| TPL Texas Pacific Land Corp. | 0.35% | 1,555 | $1.7M | Add +3.3% |
| MRK Merck & Co. Inc. | 0.34% | 16,850 | $1.7M | Reduce -8.2% |
| DUK Duke Energy Corp. | 0.33% | 15,150 | $1.6M | Add +26.3% |
| WEC WEC Energy Group Inc. | 0.33% | 17,200 | $1.6M | Add +2.7% |
| PBF PBF Energy Inc. Class A | 0.32% | 59,750 | $1.6M | No change |
| GS Goldman Sachs Group Inc. | 0.31% | 2,715 | $1.6M | No change |
| O Realty Income Corp. | 0.31% | 29,033 | $1.6M | No change |
| ETR Entergy Corp. | 0.31% | 20,200 | $1.5M | Add +11.6% |
| VNOM Viper Energy Inc. | 0.30% | 30,600 | $1.5M | Add +7.6% |
| AXP American Express Co. | 0.30% | 5,000 | $1.5M | No change |
| STAG Stag Industrial Inc. | 0.29% | 42,950 | $1.5M | Reduce -6.5% |
| DVN Devon Energy Corp. | 0.29% | 44,050 | $1.4M | No change |
| VZ Verizon Communications Inc. | 0.28% | 35,040 | $1.4M | Reduce -2.8% |
| TGT Target Corp. | 0.28% | 10,330 | $1.4M | Reduce -7.2% |
| GLPI Gaming and Leisure Propertie | 0.28% | 28,885 | $1.4M | No change |
| AMH American Homes 4 Rent- A | 0.28% | 36,300 | $1.4M | No change |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.27% | 11,000 | $1.4M | No change |
| PAGP Plains GP Holdings LP | 0.27% | 72,000 | $1.3M | Reduce -2.7% |
| C Citigroup Inc. | 0.27% | 18,700 | $1.3M | No change |
| ACN Accenture PLC Class A | 0.27% | 3,725 | $1.3M | No change |
| MA Mastercard Inc. Class A | 0.26% | 2,450 | $1.3M | No change |
| HAL Halliburton Co. | 0.26% | 47,000 | $1.3M | No change |
| AEP American Electric Power | 0.25% | 13,450 | $1.2M | Add +22.3% |
| PM Philip Morris International | 0.25% | 10,300 | $1.2M | No change |
| CMI Cummins Inc. | 0.25% | 3,550 | $1.2M | No change |
| ELS Equity Lifestyle Properties | 0.25% | 18,550 | $1.2M | No change |
| OHI Omega Healthcare Investors | 0.25% | 32,500 | $1.2M | Add +30.0% |
| SRE Sempra | 0.25% | 13,950 | $1.2M | Add +15.8% |
| PG The Procter & Gamble Co. | 0.25% | 7,265 | $1.2M | No change |
| DTE DTE Energy Company | 0.24% | 10,000 | $1.2M | Add +24.2% |
Portfolio Sells Q3 2024 → Q4 2024
| XOM Exxon Mobil Corp. | Reduce -15.4% | 2.01% | −0.54 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.52 |
| MPC Marathon Petroleum Corp. | Reduce -10.3% | 1.60% | −0.45 |
| PSX Phillips 66 | Reduce -9.5% | 1.73% | −0.44 |
| VLO Valero Energy Corp. | Reduce -9.4% | 1.91% | −0.38 |
| BSM Black Stone Minerals LP | Reduce -23.0% | 0.72% | −0.23 |
| PLD Prologis Inc. | Reduce -9.5% | 0.73% | −0.22 |
| CVX Chevron Corp. | Reduce -8.8% | 2.16% | −0.21 |
| OKE Oneok Inc. | Reduce -17.2% | 2.20% | −0.17 |
| SUN Sunoco LP | Reduce -51.0% | 0.14% | −0.15 |
| EXR Extra Space Storage Inc. | Reduce -14.4% | 0.40% | −0.15 |
| HESM Hess Midstream LP Class A | Reduce -16.1% | 1.15% | −0.14 |
| PSA Public Storage | Reduce -2.2% | 0.53% | −0.12 |
| AMAT Applied Materials Inc. | Reduce -1.4% | 0.46% | −0.11 |
| WES Western Midstream Partners L | Reduce -9.9% | 1.26% | −0.11 |
| PAA Plains All Amer Pipeline LP | Reduce -8.3% | 1.15% | −0.11 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.87% | −0.10 |
| ODIYX Invesco Discovery-Y | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -8.2% | 0.34% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -17.0% | 0.20% | −0.07 |
| STAG Stag Industrial Inc. | Reduce -6.5% | 0.29% | −0.06 |
| TRNO Terreno Realty Corp. | Reduce -1.2% | 0.50% | −0.06 |
| TGT Target Corp. | Reduce -7.2% | 0.28% | −0.06 |
| CAT Caterpillar Inc. | Reduce -0.9% | 0.84% | −0.06 |
| OXY Occidental Petroleum Corp. | Reduce -10.9% | 0.37% | −0.06 |
| MPLX MPLX LP | Reduce -11.7% | 1.43% | −0.05 |
| CQP Cheniere Energy Partners LP | Reduce -64.8% | 0.03% | −0.05 |
| WCN Waste Connections Inc. | Reduce -6.8% | 0.43% | −0.04 |
| TXN Texas Instruments Inc. | Reduce -2.6% | 0.36% | −0.04 |
| REXR Rexford Industrial Realty Inc. | Reduce -6.9% | 0.11% | −0.04 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -2.8% | 0.28% | −0.04 |
| AM Antero Midstream Corp. | Reduce -20.6% | 0.16% | −0.04 |
| APLE Apple Hospitality REIT Inc. | Reduce -47.3% | 0.05% | −0.04 |
| DOW Dow Inc. | Reduce -32.9% | 0.03% | −0.03 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.03 |
| ARE Alexandria Real Estate Equit | Reduce -9.3% | 0.10% | −0.03 |
| HST Host Hotels & Resorts Inc. | Reduce -16.7% | 0.14% | −0.03 |
| WPC WP Carey Inc. | Reduce -9.8% | 0.10% | −0.03 |
| SWN Southwestern Energy Co. | Sold out | 0.00% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -33.3% | 0.06% | −0.02 |
| DOC Healthpeak Properties Inc. | Reduce -9.9% | 0.07% | −0.02 |
| DE Deere & Co. | Reduce -5.7% | 0.49% | −0.01 |
| CAG Conagra Brands Inc. | Reduce -64.5% | 0.01% | −0.01 |
| DGX Quest Diagnostics Inc. | Reduce -7.2% | 0.13% | −0.01 |
| WDAY Workday Inc. Class A | Reduce -9.5% | 0.35% | −0.01 |
| BXMT Blackstone Mortgage Tru Class A | Reduce -6.0% | 0.06% | −0.01 |
| SPH Suburban Propane Partners LP | Reduce -20.0% | 0.03% | −0.01 |
| BLV Vanguard Long-Term Bond ETF | Reduce -6.4% | 0.05% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.5% | 0.12% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| TRGP Targa Resources Corp. | Add +1.6% | 2.25% | +0.44 |
| COP Conocophillips | Add +83.3% | 1.02% | +0.44 |
| AMZN Amazon.com Inc. | Add +1.5% | 1.34% | +0.24 |
| EQIX Equinix Inc. | Add +4.5% | 1.45% | +0.17 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.06% | +0.15 |
| VST Vistra Corp. | Add +20.6% | 0.46% | +0.14 |
| DLR Digital Realty Trust Inc. | Add +2.9% | 1.04% | +0.13 |
| BX Blackstone Inc. | Add +11.5% | 0.46% | +0.10 |
| TPL Texas Pacific Land Corp. | Add +3.3% | 0.35% | +0.08 |
| TSLA Tesla Inc. | Add +4.3% | 0.20% | +0.08 |
| ETR Entergy Corp. | Add +11.6% | 0.31% | +0.07 |
| TLN Talen Energy Corp. | Add +133.3% | 0.11% | +0.07 |
| AVGO Broadcom Inc. | Add +9.1% | 0.17% | +0.06 |
| EXE Expand Energy Corp. | Add +16.8% | 0.18% | +0.06 |
| DUK Duke Energy Corp. | Add +26.3% | 0.33% | +0.05 |
| NFLX Netflix Inc. | Add +4.5% | 0.21% | +0.05 |
| FE Firstenergy Corp. | Add +56.6% | 0.17% | +0.05 |
| EIX Edison International | Add +38.7% | 0.22% | +0.05 |
| VNOM Viper Energy Inc. | Add +7.6% | 0.30% | +0.05 |
| SRE Sempra | Add +15.8% | 0.25% | +0.05 |
| OHI Omega Healthcare Investors | Add +30.0% | 0.25% | +0.05 |
| PPL PPL Corp. | Add +15.2% | 0.35% | +0.05 |
| XEL Xcel Energy Inc. | Add +32.7% | 0.15% | +0.04 |
| POR Portland General Electric Co. | Add +85.8% | 0.10% | +0.04 |
| EVRG Evergy Inc. | Add +63.6% | 0.10% | +0.04 |
| DTE DTE Energy Company | Add +24.2% | 0.24% | +0.04 |
| VRT Vertiv Holdings Co. Class A | Add +9.3% | 0.16% | +0.03 |
| ESS Essex Property Trust Inc. | Add +10.7% | 0.42% | +0.03 |
| ATO Atmos Energy Corp. | Add +30.9% | 0.13% | +0.03 |
| SO The Southern Co. | Add +56.5% | 0.09% | +0.03 |
| CMS CMS Energy Corp. | Add +23.1% | 0.18% | +0.03 |
| CEG Constellation Energy | Add +22.4% | 0.42% | +0.03 |
| KKR KKR & Co. Inc. | New | 0.03% | +0.03 |
| TXNM TXNM Energy Inc. | Add +104.3% | 0.05% | +0.03 |
| NI Nisource Inc. | Add +9.2% | 0.18% | +0.03 |
| AEP American Electric Power | Add +22.3% | 0.25% | +0.03 |
| CWEN Clearway Energy Inc. Class C | Add +84.6% | 0.07% | +0.02 |
| CPK Chesapeake Utilities Corp. | Add +66.7% | 0.06% | +0.02 |
| EXC Exelon Corp. | Add +29.2% | 0.13% | +0.02 |
| RSG Republic Services Inc. | New | 0.02% | +0.02 |
| ES Eversource Energy | Add +32.6% | 0.18% | +0.02 |
| NRG NRG Energy Inc. | Add +120.0% | 0.04% | +0.02 |
| TRP TC Energy Corp. | Add +3.7% | 0.72% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +7.8% | 0.11% | +0.02 |
| WTRG Essential Utilities Inc. | Add +19.4% | 0.16% | +0.02 |
| NFG National Fuel Gas Co. | Add +96.8% | 0.04% | +0.02 |
| META Meta Platforms Inc. Class A | Add +14.3% | 0.12% | +0.02 |
| NJR New Jersey Resources Corp. | Add +125.0% | 0.03% | +0.01 |
| WM Waste Management Inc. | Add +36.8% | 0.05% | +0.01 |
| IWL iShares Russell Top 200 ETF | Add +11.0% | 0.10% | +0.01 |
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 |