Spirit of America Management Corp.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Spirit of America Management Corp. reported 313 stock positions worth $479.5 million. Its top holding was Nvidia (NVDA) at 5.9% of the portfolio, followed by Williams Cos (WMB, 2.4%) and Microsoft (MSFT, 2.0%). Compared with Q1 2025, it opened 1 new position, sold out of 2, added to 70 and reduced 70. The biggest buy was Oracle (ORCL, shares +2%) and the biggest sale Oneok (OKE, shares −24%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001041283
- Portfolio Value
- $479.5M (Q2 2025)
- SEC Filing
- 0001104659-25-071592 ↗ filed Jul 29, 2025
Holdings Value
Holdings 313 stocks · $479.5M
| NVDA Nvidia Corp. | 5.85% | 177,620 | $28.1M | Reduce -5.0% |
| WMB Williams Cos Inc. | 2.40% | 183,432 | $11.5M | Reduce -28.1% |
| MSFT Microsoft Corp. | 2.00% | 19,299 | $9.6M | Reduce -1.0% |
| LNG Cheniere Energy Inc. | 1.89% | 37,250 | $9.1M | Reduce -22.2% |
| TRGP Targa Resources Corp. | 1.81% | 49,783 | $8.7M | Reduce -19.4% |
| KMI Kinder Morgan Inc. | 1.74% | 283,744 | $8.3M | Reduce -24.6% |
| AAPL Apple Inc. | 1.67% | 38,982 | $8.0M | Reduce -11.8% |
| GOOGL Alphabet Inc. Class A | 1.63% | 44,400 | $7.8M | No change |
| ET Energy Transfer LP | 1.62% | 429,700 | $7.8M | Reduce -23.5% |
| MPC Marathon Petroleum Corp. | 1.58% | 45,725 | $7.6M | Reduce -18.2% |
| ENB Enbridge Inc. | 1.56% | 165,127 | $7.5M | Reduce -18.5% |
| VLO Valero Energy Corp. | 1.54% | 54,834 | $7.4M | Reduce -23.6% |
| PSX Phillips 66 | 1.47% | 59,186 | $7.1M | Reduce -19.5% |
| CVX Chevron Corp. | 1.45% | 48,390 | $6.9M | Reduce -23.9% |
| OKE Oneok Inc. | 1.44% | 84,372 | $6.9M | Reduce -23.6% |
| AMZN Amazon.com Inc. | 1.43% | 31,250 | $6.9M | Add +2.3% |
| COST Costco Wholesale Corp. | 1.39% | 6,756 | $6.7M | No change |
| XOM Exxon Mobil Corp. | 1.38% | 61,547 | $6.6M | Reduce -26.2% |
| JPM JPMorgan Chase & Co. | 1.32% | 21,892 | $6.3M | No change |
| ORCL Oracle Corp. | 1.30% | 28,425 | $6.2M | Add +1.6% |
| EQIX Equinix Inc. | 1.28% | 7,710 | $6.1M | Add +0.7% |
| WELL Welltower Inc. | 1.25% | 39,125 | $6.0M | Add +3.7% |
| MPLX MPLX LP | 1.20% | 111,897 | $5.8M | Reduce -23.0% |
| EPD Enterprise Products Partners | 1.19% | 184,136 | $5.7M | Reduce -17.7% |
| HESM Hess Midstream LP Class A | 1.13% | 140,837 | $5.4M | Reduce -8.4% |
| DLR Digital Realty Trust Inc. | 1.07% | 29,431 | $5.1M | No change |
| WES Western Midstream Partners L | 1.07% | 132,150 | $5.1M | Reduce -18.3% |
| PAA Plains All Amer Pipeline LP | 1.03% | 269,300 | $4.9M | Reduce -19.0% |
| VST Vistra Corp. | 0.99% | 24,500 | $4.7M | Add +6.3% |
| CEG Constellation Energy | 0.95% | 14,050 | $4.5M | Add +9.3% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.93% | 43,250 | $4.4M | No change |
| WMT Walmart Inc. | 0.91% | 44,452 | $4.3M | Reduce -5.5% |
| COP Conocophillips | 0.91% | 48,404 | $4.3M | No change |
| CAT Caterpillar Inc. | 0.90% | 11,090 | $4.3M | No change |
| ABBV Abbvie Inc. | 0.82% | 21,300 | $4.0M | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.78% | 53,575 | $3.7M | Add +6.7% |
| AVB Avalonbay Communities Inc. | 0.73% | 17,290 | $3.5M | Add +2.4% |
| MCK McKesson Corp. | 0.72% | 4,720 | $3.5M | Reduce -2.6% |
| EOG EOG Resources Inc. | 0.68% | 27,100 | $3.2M | No change |
| PLD Prologis Inc. | 0.67% | 30,401 | $3.2M | Reduce -3.8% |
| TRP TC Energy Corp. | 0.62% | 61,078 | $3.0M | Reduce -21.3% |
| DE Deere & Co. | 0.60% | 5,660 | $2.9M | Reduce -0.9% |
| SPG Simon Property Group Inc. | 0.59% | 17,600 | $2.8M | Add +3.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.58% | 85,370 | $2.8M | No change |
| ESS Essex Property Trust Inc. | 0.57% | 9,636 | $2.7M | Add +19.9% |
| FANG Diamondback Energy Inc. | 0.57% | 19,800 | $2.7M | No change |
| LLY Eli Lilly & Co. | 0.56% | 3,465 | $2.7M | No change |
| V Visa Inc. Class A | 0.56% | 7,550 | $2.7M | No change |
| BKR Baker Hughes Co. | 0.54% | 67,750 | $2.6M | Reduce -2.9% |
| TPL Texas Pacific Land Corp. | 0.54% | 2,455 | $2.6M | Add +8.9% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.51% | 36,515 | $2.5M | Add +10.3% |
| CMG Chipotle Mexican Grill Inc. | 0.51% | 43,700 | $2.5M | Reduce -22.2% |
| BX Blackstone Inc. | 0.49% | 15,800 | $2.4M | Add +10.5% |
| PSA Public Storage | 0.48% | 7,925 | $2.3M | Reduce -5.4% |
| TRNO Terreno Realty Corp. | 0.48% | 40,975 | $2.3M | Reduce -2.4% |
| AMAT Applied Materials Inc. | 0.48% | 12,520 | $2.3M | Reduce -10.7% |
| PPL PPL Corp. | 0.47% | 66,700 | $2.3M | Add +22.5% |
| HD Home Depot Inc. | 0.47% | 6,138 | $2.3M | No change |
| BP BP PLC-Spons ADR | 0.46% | 74,361 | $2.2M | No change |
| NFLX Netflix Inc. | 0.45% | 1,600 | $2.1M | Add +6.7% |
| CTRA Coterra Energy Inc. | 0.44% | 84,000 | $2.1M | No change |
| ETR Entergy Corp. | 0.44% | 25,450 | $2.1M | Add +9.7% |
| WCN Waste Connections Inc. | 0.44% | 11,275 | $2.1M | Reduce -2.6% |
| HON Honeywell International Inc. | 0.43% | 8,850 | $2.1M | Add +2.3% |
| DUK Duke Energy Corp. | 0.42% | 17,050 | $2.0M | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 4,120 | $2.0M | Add +2.5% |
| UDR Udr Inc. | 0.42% | 48,850 | $2.0M | Add +6.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.40% | 3,775 | $1.9M | Add +13.5% |
| GS Goldman Sachs Group Inc. | 0.40% | 2,715 | $1.9M | No change |
| TXN Texas Instruments Inc. | 0.40% | 9,175 | $1.9M | No change |
| TLN Talen Energy Corp. | 0.40% | 6,550 | $1.9M | Add +21.3% |
| BSM Black Stone Minerals LP | 0.39% | 142,999 | $1.9M | Reduce -34.7% |
| WEC WEC Energy Group Inc. | 0.38% | 17,700 | $1.8M | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.38% | 14,500 | $1.8M | No change |
| EXR Extra Space Storage Inc. | 0.37% | 11,980 | $1.8M | Reduce -5.5% |
| O Realty Income Corp. | 0.36% | 30,133 | $1.7M | Add +3.8% |
| C Citigroup Inc. | 0.36% | 20,350 | $1.7M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.34% | 48,900 | $1.7M | No change |
| AXP American Express Co. | 0.33% | 5,000 | $1.6M | No change |
| OKLO Oklo Inc. | 0.32% | 27,800 | $1.6M | Add +58.9% |
| DTE DTE Energy Company | 0.32% | 11,750 | $1.6M | Add +13.0% |
| WDAY Workday Inc. Class A | 0.32% | 6,480 | $1.6M | Reduce -3.0% |
| AEP American Electric Power | 0.32% | 14,700 | $1.5M | Add +9.3% |
| STAG Stag Industrial Inc. | 0.32% | 41,950 | $1.5M | No change |
| OXY Occidental Petroleum Corp. | 0.32% | 36,100 | $1.5M | No change |
| VRT Vertiv Holdings Co. Class A | 0.31% | 11,700 | $1.5M | No change |
| VZ Verizon Communications Inc. | 0.31% | 34,040 | $1.5M | Reduce -2.9% |
| EQT Eqt Corp. | 0.30% | 25,000 | $1.5M | No change |
| OHI Omega Healthcare Investors | 0.30% | 39,500 | $1.4M | Add +17.9% |
| MA Mastercard Inc. Class A | 0.29% | 2,450 | $1.4M | No change |
| DVN Devon Energy Corp. | 0.28% | 42,450 | $1.4M | No change |
| GLPI Gaming and Leisure Propertie | 0.28% | 28,885 | $1.3M | No change |
| AMH American Homes 4 Rent- A | 0.27% | 36,300 | $1.3M | No change |
| SRE Sempra | 0.27% | 17,150 | $1.3M | Add +5.2% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.26% | 10,000 | $1.3M | Reduce -9.1% |
| PAGP Plains GP Holdings LP | 0.26% | 64,000 | $1.2M | Reduce -11.1% |
| META Meta Platforms Inc. Class A | 0.25% | 1,650 | $1.2M | No change |
| ES Eversource Energy | 0.25% | 19,100 | $1.2M | Add +6.4% |
| TSLA Tesla Inc. | 0.25% | 3,825 | $1.2M | Add +5.5% |
| MAA Mid-America Apartment Comm | 0.25% | 8,122 | $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 | No change |
Total filed on the 13F, all lines: $479.6M.
Portfolio Sells Q1 2025 → Q2 2025
| OKE Oneok Inc. | Reduce -23.6% | 1.44% | −0.78 |
| CVX Chevron Corp. | Reduce -23.9% | 1.45% | −0.71 |
| TRGP Targa Resources Corp. | Reduce -19.4% | 1.81% | −0.70 |
| WMB Williams Cos Inc. | Reduce -28.1% | 2.40% | −0.68 |
| XOM Exxon Mobil Corp. | Reduce -26.2% | 1.38% | −0.62 |
| ET Energy Transfer LP | Reduce -23.5% | 1.62% | −0.49 |
| KMI Kinder Morgan Inc. | Reduce -24.6% | 1.74% | −0.43 |
| VLO Valero Energy Corp. | Reduce -23.6% | 1.54% | −0.38 |
| MPLX MPLX LP | Reduce -23.0% | 1.20% | −0.37 |
| PSX Phillips 66 | Reduce -19.5% | 1.47% | −0.37 |
| EPD Enterprise Products Partners | Reduce -17.7% | 1.19% | −0.36 |
| LNG Cheniere Energy Inc. | Reduce -22.2% | 1.89% | −0.35 |
| AAPL Apple Inc. | Reduce -11.8% | 1.67% | −0.32 |
| PAA Plains All Amer Pipeline LP | Reduce -19.0% | 1.03% | −0.32 |
| BSM Black Stone Minerals LP | Reduce -34.7% | 0.39% | −0.29 |
| WES Western Midstream Partners L | Reduce -18.3% | 1.07% | −0.27 |
| ENB Enbridge Inc. | Reduce -18.5% | 1.56% | −0.26 |
| HESM Hess Midstream LP Class A | Reduce -8.4% | 1.13% | −0.19 |
| TRP TC Energy Corp. | Reduce -21.3% | 0.62% | −0.12 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.82% | −0.09 |
| BKR Baker Hughes Co. | Reduce -2.9% | 0.54% | −0.08 |
| MPC Marathon Petroleum Corp. | Reduce -18.2% | 1.58% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -22.2% | 0.51% | −0.06 |
| TRNO Terreno Realty Corp. | Reduce -2.4% | 0.48% | −0.06 |
| PAGP Plains GP Holdings LP | Reduce -11.1% | 0.26% | −0.05 |
| PLD Prologis Inc. | Reduce -3.8% | 0.67% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -14.9% | 0.20% | −0.04 |
| PM Philip Morris International | Reduce -29.4% | 0.18% | −0.04 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.03 |
| ELS Equity Lifestyle Properties | Reduce -5.4% | 0.23% | −0.02 |
| SUI Sun Communities Inc. | Reduce -9.1% | 0.26% | −0.02 |
| PSA Public Storage | Reduce -5.4% | 0.48% | −0.02 |
| LW Lamb Weston Holdings Inc. | Sold out | 0.00% | −0.02 |
| WCN Waste Connections Inc. | Reduce -2.6% | 0.44% | −0.02 |
| TGT Target Corp. | Reduce -4.8% | 0.20% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.9% | 0.31% | −0.01 |
| EXR Extra Space Storage Inc. | Reduce -5.5% | 0.37% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -5.9% | 0.15% | −0.01 |
| GSFTX Columbia Dividend Income-I | Reduce -34.7% | 0.02% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -36.8% | 0.02% | −0.00 |
| TRBCX T Rowe PR Blue Chip Grow-Inv | Reduce -35.8% | 0.02% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -4.0% | 0.03% | −0.00 |
| FNCL Fidelity MSCI Financial Indx | Reduce -11.6% | 0.04% | −0.00 |
| DGX Quest Diagnostics Inc. | Reduce -9.0% | 0.14% | −0.00 |
| MRP Millrose Properties | Reduce -0.2% | 0.00% | +0.00 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -2.7% | 0.07% | +0.00 |
| BUBIX Baird Ultra Short Bond-Inst | Reduce -1.9% | 0.07% | +0.00 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.3% | 0.12% | +0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -10.1% | 0.08% | +0.00 |
| FTC First Trust Large Cap Growth | Reduce -9.8% | 0.04% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Add +1.6% | 1.30% | +0.50 |
| VST Vistra Corp. | Add +6.3% | 0.99% | +0.44 |
| CEG Constellation Energy | Add +9.3% | 0.95% | +0.42 |
| AMZN Amazon.com Inc. | Add +2.3% | 1.43% | +0.25 |
| OKLO Oklo Inc. | Add +58.9% | 0.32% | +0.25 |
| TLN Talen Energy Corp. | Add +21.3% | 0.40% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +13.5% | 0.40% | +0.16 |
| NFLX Netflix Inc. | Add +6.7% | 0.45% | +0.16 |
| GEV GE Vernova Inc. | Add +33.3% | 0.18% | +0.10 |
| BX Blackstone Inc. | Add +10.5% | 0.49% | +0.09 |
| WELL Welltower Inc. | Add +3.7% | 1.25% | +0.08 |
| PPL PPL Corp. | Add +22.5% | 0.47% | +0.07 |
| IDA Idacorp Inc. | Add +137.2% | 0.12% | +0.07 |
| ESS Essex Property Trust Inc. | Add +19.9% | 0.57% | +0.07 |
| TSLA Tesla Inc. | Add +5.5% | 0.25% | +0.06 |
| HON Honeywell International Inc. | Add +2.3% | 0.43% | +0.06 |
| KKR KKR & Co. Inc. | Add +62.8% | 0.12% | +0.06 |
| NEE Nextera Energy Inc. | Add +6.7% | 0.78% | +0.05 |
| XEL Xcel Energy Inc. | Add +27.1% | 0.24% | +0.05 |
| VTR Ventas Inc. | Add +33.5% | 0.21% | +0.04 |
| OHI Omega Healthcare Investors | Add +17.9% | 0.30% | +0.04 |
| ETR Entergy Corp. | Add +9.7% | 0.44% | +0.04 |
| SRE Sempra | Add +5.2% | 0.27% | +0.04 |
| NI Nisource Inc. | Add +12.8% | 0.24% | +0.03 |
| FE Firstenergy Corp. | Add +14.3% | 0.23% | +0.03 |
| DUK Duke Energy Corp. | Add +9.3% | 0.42% | +0.03 |
| VMRK Vivmark Residential | Add +10.3% | 0.51% | +0.03 |
| DTE DTE Energy Company | Add +13.0% | 0.32% | +0.03 |
| SBUX Starbucks Corp. | New | 0.03% | +0.03 |
| PEG Public Service Enterprise GP | Add +9.3% | 0.25% | +0.03 |
| AEE Ameren Corporation | Add +19.1% | 0.22% | +0.03 |
| EVRG Evergy Inc. | Add +23.1% | 0.15% | +0.03 |
| WTRG Essential Utilities Inc. | Add +20.1% | 0.22% | +0.03 |
| ES Eversource Energy | Add +6.4% | 0.25% | +0.03 |
| CMS CMS Energy Corp. | Add +18.5% | 0.24% | +0.03 |
| NWE Northwestern Energy Group Inc. | Add +66.3% | 0.08% | +0.03 |
| CCI Crown Castle Inc. | Add +45.3% | 0.08% | +0.03 |
| AMT American Tower Corp. | Add +26.2% | 0.10% | +0.02 |
| LMT Lockheed Martin Corp. | Add +25.0% | 0.10% | +0.02 |
| ATO Atmos Energy Corp. | Add +11.2% | 0.18% | +0.02 |
| NJR New Jersey Resources Corp. | Add +62.5% | 0.06% | +0.02 |
| O Realty Income Corp. | Add +3.8% | 0.36% | +0.02 |
| DBRG Digitalbridge Group Inc. | Add +4.5% | 0.10% | +0.02 |
| AEP American Electric Power | Add +9.3% | 0.32% | +0.02 |
| D Dominion Energy Inc. | Add +5.1% | 0.24% | +0.02 |
| WM Waste Management Inc. | Add +26.7% | 0.09% | +0.02 |
| NWN Northwest Natural Holding Co. | Add +51.0% | 0.06% | +0.02 |
| CPK Chesapeake Utilities Corp. | Add +28.8% | 0.10% | +0.02 |
| SO The Southern Co. | Add +13.6% | 0.13% | +0.02 |
| CWT California Water Service Grp | Add +100.0% | 0.04% | +0.02 |
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 |