Spirit of America Management Corp.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Spirit of America Management Corp. reported 314 stock positions worth $493.8 million. Its top holding was Nvidia (NVDA) at 4.1% of the portfolio, followed by Williams Cos (WMB, 3.1%) and Targa Resources (TRGP, 2.5%). Compared with Q4 2024, it opened 11 new positions, sold out of 8, added to 82 and reduced 67. The biggest buy was Texas Pacific Land (TPL, shares +45%) and the biggest sale Nvidia (NVDA, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001041283
- Portfolio Value
- $493.8M (Q1 2025)
- SEC Filing
- 0001104659-25-036870 ↗ filed Apr 21, 2025
Holdings Value
Holdings 314 stocks · $493.8M
| NVDA Nvidia Corp. | 4.11% | 187,070 | $20.3M | Reduce -7.8% |
| WMB Williams Cos Inc. | 3.08% | 254,932 | $15.2M | Reduce -10.4% |
| TRGP Targa Resources Corp. | 2.51% | 61,783 | $12.4M | Reduce -0.9% |
| LNG Cheniere Energy Inc. | 2.24% | 47,875 | $11.1M | Reduce -2.0% |
| OKE Oneok Inc. | 2.22% | 110,472 | $11.0M | Add +2.1% |
| KMI Kinder Morgan Inc. | 2.17% | 376,244 | $10.7M | No change |
| CVX Chevron Corp. | 2.15% | 63,590 | $10.6M | Reduce -13.5% |
| ET Energy Transfer LP | 2.11% | 561,700 | $10.4M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 2.01% | 83,347 | $9.9M | Reduce -9.4% |
| AAPL Apple Inc. | 1.99% | 44,182 | $9.8M | Reduce -2.2% |
| VLO Valero Energy Corp. | 1.92% | 71,784 | $9.5M | Reduce -6.9% |
| PSX Phillips 66 | 1.84% | 73,536 | $9.1M | Reduce -1.9% |
| ENB Enbridge Inc. | 1.82% | 202,627 | $9.0M | No change |
| MPC Marathon Petroleum Corp. | 1.65% | 55,875 | $8.1M | Reduce -1.2% |
| MPLX MPLX LP | 1.58% | 145,397 | $7.8M | Reduce -1.4% |
| EPD Enterprise Products Partners | 1.55% | 223,636 | $7.6M | No change |
| MSFT Microsoft Corp. | 1.48% | 19,499 | $7.3M | No change |
| GOOGL Alphabet Inc. Class A | 1.39% | 44,400 | $6.9M | No change |
| PAA Plains All Amer Pipeline LP | 1.35% | 332,300 | $6.6M | No change |
| WES Western Midstream Partners L | 1.34% | 161,650 | $6.6M | No change |
| HESM Hess Midstream LP Class A | 1.32% | 153,837 | $6.5M | No change |
| COST Costco Wholesale Corp. | 1.29% | 6,756 | $6.4M | Reduce -1.1% |
| EQIX Equinix Inc. | 1.26% | 7,660 | $6.2M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.18% | 30,550 | $5.8M | Add +1.2% |
| WELL Welltower Inc. | 1.17% | 37,725 | $5.8M | Add +4.7% |
| JPM JPMorgan Chase & Co. | 1.09% | 21,892 | $5.4M | No change |
| COP Conocophillips | 1.03% | 48,404 | $5.1M | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.92% | 21,600 | $4.5M | Reduce -10.7% |
| DLR Digital Realty Trust Inc. | 0.85% | 29,431 | $4.2M | Add +2.1% |
| WMT Walmart Inc. | 0.84% | 47,052 | $4.1M | No change |
| ORCL Oracle Corp. | 0.79% | 27,975 | $3.9M | Add +4.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.75% | 43,250 | $3.7M | Add +4.6% |
| TRP TC Energy Corp. | 0.74% | 77,578 | $3.7M | Add +1.3% |
| CAT Caterpillar Inc. | 0.74% | 11,090 | $3.7M | Reduce -2.6% |
| AVB Avalonbay Communities Inc. | 0.73% | 16,890 | $3.6M | Add +11.2% |
| NEE Nextera Energy Inc. | 0.72% | 50,225 | $3.6M | Add +5.7% |
| PLD Prologis Inc. | 0.72% | 31,601 | $3.5M | Reduce -7.9% |
| EOG EOG Resources Inc. | 0.70% | 27,100 | $3.5M | Reduce -6.9% |
| BSM Black Stone Minerals LP | 0.68% | 218,999 | $3.3M | Reduce -10.6% |
| MCK McKesson Corp. | 0.66% | 4,845 | $3.3M | No change |
| FANG Diamondback Energy Inc. | 0.64% | 19,800 | $3.2M | No change |
| BKR Baker Hughes Co. | 0.62% | 69,750 | $3.1M | No change |
| TPL Texas Pacific Land Corp. | 0.60% | 2,255 | $3.0M | Add +45.0% |
| LLY Eli Lilly & Co. | 0.58% | 3,465 | $2.9M | Add +3.0% |
| SPG Simon Property Group Inc. | 0.57% | 17,000 | $2.8M | Reduce -2.9% |
| CMG Chipotle Mexican Grill Inc. | 0.57% | 56,200 | $2.8M | Reduce -3.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.56% | 85,370 | $2.8M | No change |
| VST Vistra Corp. | 0.55% | 23,050 | $2.7M | Add +38.4% |
| DE Deere & Co. | 0.54% | 5,710 | $2.7M | Reduce -0.9% |
| TRNO Terreno Realty Corp. | 0.54% | 41,975 | $2.7M | No change |
| V Visa Inc. Class A | 0.54% | 7,550 | $2.6M | No change |
| CEG Constellation Energy | 0.52% | 12,850 | $2.6M | Add +38.2% |
| BP BP PLC-Spons ADR | 0.51% | 74,361 | $2.5M | Reduce -8.6% |
| PSA Public Storage | 0.51% | 8,375 | $2.5M | Reduce -4.6% |
| ESS Essex Property Trust Inc. | 0.50% | 8,036 | $2.5M | Add +11.1% |
| CTRA Coterra Energy Inc. | 0.49% | 84,000 | $2.4M | No change |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.48% | 33,115 | $2.4M | Add +2.2% |
| WCN Waste Connections Inc. | 0.46% | 11,575 | $2.3M | Reduce -5.7% |
| HD Home Depot Inc. | 0.46% | 6,138 | $2.2M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 4,020 | $2.1M | No change |
| UDR Udr Inc. | 0.42% | 46,100 | $2.1M | Add +1.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.41% | 48,900 | $2.0M | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.41% | 14,020 | $2.0M | No change |
| BX Blackstone Inc. | 0.40% | 14,300 | $2.0M | Add +9.2% |
| ETR Entergy Corp. | 0.40% | 23,200 | $2.0M | Add +14.8% |
| PPL PPL Corp. | 0.40% | 54,450 | $2.0M | Add +2.5% |
| DUK Duke Energy Corp. | 0.39% | 15,600 | $1.9M | Add +3.0% |
| WEC WEC Energy Group Inc. | 0.39% | 17,450 | $1.9M | Add +1.4% |
| EXR Extra Space Storage Inc. | 0.38% | 12,680 | $1.9M | Reduce -3.1% |
| HON Honeywell International Inc. | 0.37% | 8,650 | $1.8M | No change |
| OXY Occidental Petroleum Corp. | 0.36% | 36,100 | $1.8M | Reduce -1.4% |
| O Realty Income Corp. | 0.34% | 29,033 | $1.7M | No change |
| TXN Texas Instruments Inc. | 0.33% | 9,175 | $1.6M | Reduce -2.1% |
| VZ Verizon Communications Inc. | 0.32% | 35,040 | $1.6M | No change |
| DVN Devon Energy Corp. | 0.32% | 42,450 | $1.6M | Reduce -3.6% |
| WDAY Workday Inc. Class A | 0.32% | 6,680 | $1.6M | No change |
| PAGP Plains GP Holdings LP | 0.31% | 72,000 | $1.5M | No change |
| STAG Stag Industrial Inc. | 0.31% | 41,950 | $1.5M | Reduce -2.3% |
| GS Goldman Sachs Group Inc. | 0.30% | 2,715 | $1.5M | No change |
| GLPI Gaming and Leisure Propertie | 0.30% | 28,885 | $1.5M | No change |
| AEP American Electric Power | 0.30% | 13,450 | $1.5M | No change |
| C Citigroup Inc. | 0.29% | 20,350 | $1.4M | Add +8.8% |
| DTE DTE Energy Company | 0.29% | 10,400 | $1.4M | Add +4.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 14,500 | $1.4M | Reduce -30.6% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.29% | 11,000 | $1.4M | No change |
| NFLX Netflix Inc. | 0.28% | 1,500 | $1.4M | Add +30.4% |
| VNOM Viper Energy Inc. | 0.28% | 30,600 | $1.4M | No change |
| AMH American Homes 4 Rent- A | 0.28% | 36,300 | $1.4M | No change |
| MAA Mid-America Apartment Comm | 0.28% | 8,122 | $1.4M | Add +8.0% |
| AXP American Express Co. | 0.27% | 5,000 | $1.3M | No change |
| MA Mastercard Inc. Class A | 0.27% | 2,450 | $1.3M | No change |
| EQT Eqt Corp. | 0.27% | 25,000 | $1.3M | No change |
| OHI Omega Healthcare Investors | 0.26% | 33,500 | $1.3M | Add +3.1% |
| ELS Equity Lifestyle Properties | 0.25% | 18,550 | $1.2M | No change |
| CPT Camden Property Trust | 0.25% | 10,000 | $1.2M | Add +2.0% |
| PG The Procter & Gamble Co. | 0.24% | 7,065 | $1.2M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.24% | 13,250 | $1.2M | Reduce -21.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 3,325 | $1.2M | Add +18.8% |
| SRE Sempra | 0.24% | 16,300 | $1.2M | Add +16.9% |
| ACN Accenture PLC Class A | 0.24% | 3,725 | $1.2M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $44K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| PEBBLEBROOK HOTEL TRUST (PEB 6.3 PERP F) | 6.3 CUM PFD SR F | 2,500 | $44K | New |
Total filed on the 13F, all lines: $493.9M.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -7.8% | 4.11% | −1.42 |
| AAPL Apple Inc. | Reduce -2.2% | 1.99% | −0.30 |
| DIS The Walt Disney Co. | Reduce -30.6% | 0.29% | −0.18 |
| ET Energy Transfer LP | Reduce -2.3% | 2.11% | −0.17 |
| CMG Chipotle Mexican Grill Inc. | Reduce -3.1% | 0.57% | −0.14 |
| PBF PBF Energy Inc. Class A | Reduce -10.0% | 0.21% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -21.4% | 0.24% | −0.10 |
| CAT Caterpillar Inc. | Reduce -2.6% | 0.74% | −0.10 |
| ENLC Enlink Midstream LLC | Sold out | 0.00% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.06 |
| CNX CNX Resources Corp. | Reduce -29.3% | 0.09% | −0.06 |
| HAL Halliburton Co. | Reduce -12.8% | 0.21% | −0.05 |
| BSM Black Stone Minerals LP | Reduce -10.6% | 0.68% | −0.05 |
| SPG Simon Property Group Inc. | Reduce -2.9% | 0.57% | −0.04 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.04 |
| APA Apa Corp. | Sold out | 0.00% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -20.5% | 0.16% | −0.04 |
| WMB Williams Cos Inc. | Reduce -10.4% | 3.08% | −0.03 |
| PM Philip Morris International | Reduce -34.0% | 0.22% | −0.03 |
| ADBE Adobe Inc. | Reduce -16.0% | 0.08% | −0.03 |
| APLE Apple Hospitality REIT Inc. | Reduce -53.8% | 0.02% | −0.03 |
| DINO HF Sinclair Corp. | Reduce -6.4% | 0.19% | −0.03 |
| PSA Public Storage | Reduce -4.6% | 0.51% | −0.02 |
| REXR Rexford Industrial Realty Inc. | Reduce -22.2% | 0.08% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -2.1% | 0.33% | −0.02 |
| PLD Prologis Inc. | Reduce -7.9% | 0.72% | −0.02 |
| EOG EOG Resources Inc. | Reduce -6.9% | 0.70% | −0.02 |
| XIFR XPLR Infrastructure LP | Sold out | 0.00% | −0.02 |
| LBRT Liberty Energy Inc. | Reduce -42.9% | 0.01% | −0.02 |
| EXR Extra Space Storage Inc. | Reduce -3.1% | 0.38% | −0.01 |
| ARE Alexandria Real Estate Equit | Reduce -10.3% | 0.08% | −0.01 |
| AES AES Corp. | Reduce -10.4% | 0.09% | −0.01 |
| UGI Ugi Corp. | Reduce -28.6% | 0.07% | −0.01 |
| APGYX AB Large Cap Growth-Adv | Reduce -0.5% | 0.11% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 0.10% | −0.01 |
| STWD Starwood Property Trust Inc. | Reduce -30.8% | 0.02% | −0.01 |
| JCI Johnson Controls Internation | Reduce -5.7% | 0.13% | −0.01 |
| OXY Occidental Petroleum Corp. | Reduce -1.4% | 0.36% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -0.4% | 0.09% | −0.01 |
| ALARX Alger Capital Appr Inst-I | Reduce -0.3% | 0.03% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.4% | 0.07% | −0.00 |
| DK Delek US Holdings Inc. | Sold out | 0.00% | −0.00 |
| SOAEX Spirit of America Energy-A | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -2.8% | 0.24% | −0.00 |
| TRBCX T Rowe PR Blue Chip Grow-Inv | Reduce -2.1% | 0.02% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.6% | 0.02% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 0.14% | −0.00 |
| FTC First Trust Large Cap Growth | Reduce -0.1% | 0.04% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.0% | 0.06% | −0.00 |
| CVX Chevron Corp. | Reduce -13.5% | 2.15% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| TPL Texas Pacific Land Corp. | Add +45.0% | 0.60% | +0.26 |
| WELL Welltower Inc. | Add +4.7% | 1.17% | +0.25 |
| TLN Talen Energy Corp. | Add +92.9% | 0.22% | +0.10 |
| CEG Constellation Energy | Add +38.2% | 0.52% | +0.10 |
| ODIYX Invesco Discovery-Y | New | 0.10% | +0.10 |
| ETR Entergy Corp. | Add +14.8% | 0.40% | +0.09 |
| VST Vistra Corp. | Add +38.4% | 0.55% | +0.08 |
| ESS Essex Property Trust Inc. | Add +11.1% | 0.50% | +0.08 |
| NFLX Netflix Inc. | Add +30.4% | 0.28% | +0.08 |
| GEV GE Vernova Inc. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +65.0% | 0.19% | +0.07 |
| OKLO Oklo Inc. | Add +1650.0% | 0.08% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | New | 0.06% | +0.06 |
| WEC WEC Energy Group Inc. | Add +1.4% | 0.39% | +0.06 |
| AVB Avalonbay Communities Inc. | Add +11.2% | 0.73% | +0.06 |
| DUK Duke Energy Corp. | Add +3.0% | 0.39% | +0.05 |
| LLY Eli Lilly & Co. | Add +3.0% | 0.58% | +0.05 |
| PPL PPL Corp. | Add +2.5% | 0.40% | +0.05 |
| DTE DTE Energy Company | Add +4.0% | 0.29% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +18.8% | 0.24% | +0.04 |
| ES Eversource Energy | Add +13.3% | 0.23% | +0.04 |
| MAA Mid-America Apartment Comm | Add +8.0% | 0.28% | +0.04 |
| D Dominion Energy Inc. | Add +16.3% | 0.22% | +0.04 |
| XEL Xcel Energy Inc. | Add +19.3% | 0.19% | +0.04 |
| CDP Copt Defense Properties | Add +140.0% | 0.07% | +0.03 |
| EXC Exelon Corp. | Add +2.8% | 0.17% | +0.03 |
| KKR KKR & Co. Inc. | Add +183.3% | 0.06% | +0.03 |
| NEE Nextera Energy Inc. | Add +5.7% | 0.72% | +0.03 |
| WTRG Essential Utilities Inc. | Add +9.8% | 0.19% | +0.03 |
| CMS CMS Energy Corp. | Add +3.8% | 0.21% | +0.03 |
| NRG NRG Energy Inc. | Add +65.9% | 0.07% | +0.03 |
| PEG Public Service Enterprise GP | Add +19.4% | 0.22% | +0.03 |
| NWE Northwestern Energy Group Inc. | Add +126.3% | 0.05% | +0.03 |
| VTR Ventas Inc. | Add +4.4% | 0.17% | +0.03 |
| AEE Ameren Corporation | Add +5.2% | 0.19% | +0.03 |
| NI Nisource Inc. | Add +6.7% | 0.21% | +0.03 |
| ATO Atmos Energy Corp. | Add +10.1% | 0.15% | +0.03 |
| FE Firstenergy Corp. | Add +14.0% | 0.20% | +0.03 |
| C Citigroup Inc. | Add +8.8% | 0.29% | +0.03 |
| CWEN Clearway Energy Inc. Class C | Add +15.9% | 0.09% | +0.02 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| IDA Idacorp Inc. | Add +65.4% | 0.05% | +0.02 |
| UDR Udr Inc. | Add +1.1% | 0.42% | +0.02 |
| OKE Oneok Inc. | Add +2.1% | 2.22% | +0.02 |
| POR Portland General Electric Co. | Add +17.9% | 0.12% | +0.02 |
| TRP TC Energy Corp. | Add +1.3% | 0.74% | +0.02 |
| EVRG Evergy Inc. | Add +6.8% | 0.12% | +0.02 |
| SO The Southern Co. | Add +9.3% | 0.11% | +0.02 |
| CWT California Water Service Grp | New | 0.02% | +0.02 |
| CPT Camden Property Trust | Add +2.0% | 0.25% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| PEBBLEBROOK HOTEL TRUST (PEB 6.3 PERP F) | 6.3 CUM PFD SR F | New | 2,500 | $44K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |