Spirit of America Management Corp.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Spirit of America Management Corp. reported 307 stock positions worth $498.5 million. Its top holding was Nvidia (NVDA) at 6.3% of the portfolio, followed by Alphabet Class A (GOOGL, 2.2%) and Williams Cos (WMB, 2.1%). Compared with Q2 2025, it opened 5 new positions, sold out of 11, added to 94 and reduced 66. The biggest buy was Oklo (OKLO, shares +47%) and the biggest sale Oneok (OKE, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001041283
- Portfolio Value
- $498.5M (Q3 2025)
- SEC Filing
- 0001104659-25-099734 ↗ filed Oct 15, 2025
Holdings Value
Holdings 307 stocks · $498.5M
| NVDA Nvidia Corp. | 6.33% | 169,220 | $31.6M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 2.17% | 44,400 | $10.8M | No change |
| WMB Williams Cos Inc. | 2.08% | 163,532 | $10.4M | Reduce -10.8% |
| MSFT Microsoft Corp. | 2.01% | 19,299 | $10.0M | No change |
| AAPL Apple Inc. | 1.83% | 35,882 | $9.1M | Reduce -8.0% |
| ORCL Oracle Corp. | 1.66% | 29,375 | $8.3M | Add +3.3% |
| VLO Valero Energy Corp. | 1.62% | 47,534 | $8.1M | Reduce -13.3% |
| MPC Marathon Petroleum Corp. | 1.62% | 41,775 | $8.1M | Reduce -8.6% |
| LNG Cheniere Energy Inc. | 1.59% | 33,750 | $7.9M | Reduce -9.4% |
| ENB Enbridge Inc. | 1.55% | 153,127 | $7.7M | Reduce -7.3% |
| KMI Kinder Morgan Inc. | 1.51% | 265,244 | $7.5M | Reduce -6.5% |
| PSX Phillips 66 | 1.46% | 53,486 | $7.3M | Reduce -9.6% |
| AMZN Amazon.com Inc. | 1.43% | 32,500 | $7.1M | Add +4.0% |
| WELL Welltower Inc. | 1.42% | 39,825 | $7.1M | Add +1.8% |
| JPM JPMorgan Chase & Co. | 1.39% | 21,992 | $6.9M | Add +0.5% |
| TRGP Targa Resources Corp. | 1.39% | 41,233 | $6.9M | Reduce -17.2% |
| CVX Chevron Corp. | 1.35% | 43,338 | $6.7M | Reduce -10.4% |
| ET Energy Transfer LP | 1.34% | 390,200 | $6.7M | Reduce -9.2% |
| COST Costco Wholesale Corp. | 1.25% | 6,756 | $6.3M | No change |
| CEG Constellation Energy | 1.24% | 18,850 | $6.2M | Add +34.2% |
| VST Vistra Corp. | 1.21% | 30,850 | $6.0M | Add +25.9% |
| XOM Exxon Mobil Corp. | 1.19% | 52,547 | $5.9M | Reduce -14.6% |
| EPD Enterprise Products Partners | 1.12% | 178,136 | $5.6M | Reduce -3.3% |
| MPLX MPLX LP | 1.09% | 108,397 | $5.4M | Reduce -3.1% |
| CAT Caterpillar Inc. | 1.06% | 11,090 | $5.3M | No change |
| EQIX Equinix Inc. | 1.02% | 6,510 | $5.1M | Reduce -15.6% |
| WES Western Midstream Partners L | 1.00% | 127,150 | $5.0M | Reduce -3.8% |
| OKE Oneok Inc. | 0.96% | 65,872 | $4.8M | Reduce -21.9% |
| HESM Hess Midstream LP Class A | 0.96% | 137,837 | $4.8M | Reduce -2.1% |
| ABBV Abbvie Inc. | 0.95% | 20,550 | $4.8M | Reduce -3.5% |
| DLR Digital Realty Trust Inc. | 0.93% | 26,681 | $4.6M | Reduce -9.3% |
| OKLO Oklo Inc. | 0.91% | 40,850 | $4.6M | Add +46.9% |
| NEE Nextera Energy Inc. | 0.87% | 57,225 | $4.3M | Add +6.8% |
| TLN Talen Energy Corp. | 0.86% | 10,100 | $4.3M | Add +54.2% |
| PAA Plains All Amer Pipeline LP | 0.86% | 250,300 | $4.3M | Reduce -7.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.80% | 38,950 | $4.0M | Reduce -9.9% |
| COP Conocophillips | 0.73% | 38,604 | $3.7M | Reduce -20.3% |
| MCK McKesson Corp. | 0.72% | 4,670 | $3.6M | Reduce -1.1% |
| SPG Simon Property Group Inc. | 0.68% | 17,950 | $3.4M | Add +2.0% |
| AVB Avalonbay Communities Inc. | 0.67% | 17,290 | $3.3M | No change |
| WMT Walmart Inc. | 0.67% | 32,252 | $3.3M | Reduce -27.4% |
| PLD Prologis Inc. | 0.66% | 28,901 | $3.3M | Reduce -4.9% |
| TRP TC Energy Corp. | 0.66% | 60,078 | $3.3M | Reduce -1.6% |
| BKR Baker Hughes Co. | 0.63% | 64,500 | $3.1M | Reduce -4.8% |
| ETR Entergy Corp. | 0.58% | 30,800 | $2.9M | Add +21.0% |
| GEV GE Vernova Inc. | 0.57% | 4,650 | $2.9M | Add +190.6% |
| PPL PPL Corp. | 0.56% | 74,700 | $2.8M | Add +12.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.55% | 84,370 | $2.8M | Reduce -1.2% |
| BX Blackstone Inc. | 0.55% | 16,000 | $2.7M | Add +1.3% |
| ESS Essex Property Trust Inc. | 0.52% | 9,736 | $2.6M | Add +1.0% |
| DE Deere & Co. | 0.52% | 5,660 | $2.6M | No change |
| V Visa Inc. Class A | 0.52% | 7,550 | $2.6M | No change |
| LLY Eli Lilly & Co. | 0.52% | 3,365 | $2.6M | Reduce -2.9% |
| AMAT Applied Materials Inc. | 0.51% | 12,520 | $2.6M | No change |
| EOG EOG Resources Inc. | 0.50% | 22,200 | $2.5M | Reduce -18.1% |
| HD Home Depot Inc. | 0.50% | 6,138 | $2.5M | No change |
| DUK Duke Energy Corp. | 0.49% | 19,700 | $2.4M | Add +15.5% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.47% | 36,515 | $2.4M | No change |
| PSA Public Storage | 0.46% | 7,925 | $2.3M | No change |
| BP BP PLC-Spons ADR | 0.46% | 66,361 | $2.3M | Reduce -10.8% |
| NFLX Netflix Inc. | 0.45% | 1,880 | $2.3M | Add +17.5% |
| GS Goldman Sachs Group Inc. | 0.43% | 2,715 | $2.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.43% | 4,375 | $2.1M | Add +15.9% |
| C Citigroup Inc. | 0.42% | 20,750 | $2.1M | Add +2.0% |
| TPL Texas Pacific Land Corp. | 0.42% | 2,255 | $2.1M | Reduce -8.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 4,120 | $2.1M | No change |
| WEC WEC Energy Group Inc. | 0.41% | 18,000 | $2.1M | Add +1.7% |
| FANG Diamondback Energy Inc. | 0.41% | 14,300 | $2.0M | Reduce -27.8% |
| VRT Vertiv Holdings Co. Class A | 0.39% | 12,850 | $1.9M | Add +9.8% |
| DTE DTE Energy Company | 0.38% | 13,450 | $1.9M | Add +14.5% |
| TSLA Tesla Inc. | 0.38% | 4,275 | $1.9M | Add +11.8% |
| HON Honeywell International Inc. | 0.37% | 8,850 | $1.9M | No change |
| O Realty Income Corp. | 0.37% | 30,633 | $1.9M | Add +1.7% |
| AEP American Electric Power | 0.37% | 16,300 | $1.8M | Add +10.9% |
| UDR Udr Inc. | 0.37% | 48,850 | $1.8M | No change |
| OHI Omega Healthcare Investors | 0.36% | 42,000 | $1.8M | Add +6.3% |
| TRNO Terreno Realty Corp. | 0.36% | 31,225 | $1.8M | Reduce -23.8% |
| TXN Texas Instruments Inc. | 0.34% | 9,175 | $1.7M | No change |
| AXP American Express Co. | 0.33% | 5,000 | $1.7M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 14,500 | $1.7M | No change |
| XEL Xcel Energy Inc. | 0.33% | 20,150 | $1.6M | Add +19.2% |
| AVGO Broadcom Inc. | 0.32% | 4,800 | $1.6M | Add +29.7% |
| CMG Chipotle Mexican Grill Inc. | 0.32% | 40,200 | $1.6M | Reduce -8.0% |
| SRE Sempra | 0.32% | 17,500 | $1.6M | Add +2.0% |
| WDAY Workday Inc. Class A | 0.31% | 6,480 | $1.6M | No change |
| META Meta Platforms Inc. Class A | 0.31% | 2,080 | $1.5M | Add +26.1% |
| CMI Cummins Inc. | 0.30% | 3,550 | $1.5M | No change |
| VZ Verizon Communications Inc. | 0.30% | 34,040 | $1.5M | No change |
| EXR Extra Space Storage Inc. | 0.30% | 10,580 | $1.5M | Reduce -11.7% |
| DINO HF Sinclair Corp. | 0.29% | 27,676 | $1.4M | Reduce -5.1% |
| AEE Ameren Corporation | 0.29% | 13,750 | $1.4M | Add +26.1% |
| CMS CMS Energy Corp. | 0.29% | 19,550 | $1.4M | Add +19.6% |
| CTRA Coterra Energy Inc. | 0.29% | 60,500 | $1.4M | Reduce -28.0% |
| ES Eversource Energy | 0.29% | 20,050 | $1.4M | Add +5.0% |
| FE Firstenergy Corp. | 0.29% | 31,100 | $1.4M | Add +11.3% |
| AMD Advanced Micro Devices | 0.28% | 8,700 | $1.4M | Add +15.2% |
| NI Nisource Inc. | 0.28% | 32,500 | $1.4M | Add +13.6% |
| MA Mastercard Inc. Class A | 0.28% | 2,450 | $1.4M | No change |
| OXY Occidental Petroleum Corp. | 0.28% | 29,100 | $1.4M | Reduce -19.4% |
| STAG Stag Industrial Inc. | 0.28% | 38,950 | $1.4M | Reduce -7.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $51K (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 | $51K | No change |
Total filed on the 13F, all lines: $498.6M.
Portfolio Sells Q2 2025 → Q3 2025
| OKE Oneok Inc. | Reduce -21.9% | 0.96% | −0.47 |
| TRGP Targa Resources Corp. | Reduce -17.2% | 1.39% | −0.42 |
| WMB Williams Cos Inc. | Reduce -10.8% | 2.08% | −0.32 |
| LNG Cheniere Energy Inc. | Reduce -9.4% | 1.59% | −0.30 |
| ET Energy Transfer LP | Reduce -9.2% | 1.34% | −0.28 |
| EQIX Equinix Inc. | Reduce -15.6% | 1.02% | −0.26 |
| VNOM Viper Energy Inc. | Sold out | 0.00% | −0.24 |
| WMT Walmart Inc. | Reduce -27.4% | 0.67% | −0.24 |
| KMI Kinder Morgan Inc. | Reduce -6.5% | 1.51% | −0.23 |
| WCN Waste Connections Inc. | Reduce -39.9% | 0.24% | −0.20 |
| CMG Chipotle Mexican Grill Inc. | Reduce -8.0% | 0.32% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -14.6% | 1.19% | −0.20 |
| TGT Target Corp. | Reduce -91.6% | 0.01% | −0.19 |
| EOG EOG Resources Inc. | Reduce -18.1% | 0.50% | −0.18 |
| BSM Black Stone Minerals LP | Reduce -43.4% | 0.21% | −0.18 |
| HESM Hess Midstream LP Class A | Reduce -2.1% | 0.96% | −0.18 |
| COP Conocophillips | Reduce -20.3% | 0.73% | −0.17 |
| PAA Plains All Amer Pipeline LP | Reduce -7.1% | 0.86% | −0.17 |
| CTRA Coterra Energy Inc. | Reduce -28.0% | 0.29% | −0.16 |
| FANG Diamondback Energy Inc. | Reduce -27.8% | 0.41% | −0.16 |
| DLR Digital Realty Trust Inc. | Reduce -9.3% | 0.93% | −0.14 |
| IRM Iron Mountain Inc. | Reduce -9.9% | 0.80% | −0.13 |
| TRNO Terreno Realty Corp. | Reduce -23.8% | 0.36% | −0.12 |
| TPL Texas Pacific Land Corp. | Reduce -8.2% | 0.42% | −0.12 |
| MPLX MPLX LP | Reduce -3.1% | 1.09% | −0.12 |
| CVX Chevron Corp. | Reduce -10.4% | 1.35% | −0.10 |
| SLB SLB Ltd. | Reduce -25.6% | 0.25% | −0.09 |
| CNC Centene Corp. | Sold out | 0.00% | −0.08 |
| EPD Enterprise Products Partners | Reduce -3.3% | 1.12% | −0.07 |
| DD Dupont DE Nemours Inc. | Reduce -76.9% | 0.02% | −0.07 |
| EXR Extra Space Storage Inc. | Reduce -11.7% | 0.30% | −0.07 |
| WES Western Midstream Partners L | Reduce -3.8% | 1.00% | −0.06 |
| RRC Range Resources Corp. | Reduce -46.1% | 0.05% | −0.06 |
| HES Hess Corp. | Sold out | 0.00% | −0.06 |
| EQT Eqt Corp. | Reduce -8.0% | 0.25% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -24.9% | 0.17% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 0.52% | −0.05 |
| MAA Mid-America Apartment Comm | Reduce -11.1% | 0.20% | −0.05 |
| STAG Stag Industrial Inc. | Reduce -7.2% | 0.28% | −0.04 |
| OXY Occidental Petroleum Corp. | Reduce -19.4% | 0.28% | −0.04 |
| ADBE Adobe Inc. | Reduce -38.1% | 0.05% | −0.04 |
| VICI Vici Properties Inc. | Reduce -1.2% | 0.55% | −0.03 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| CUBE Cubesmart | Reduce -5.1% | 0.15% | −0.02 |
| XRN Global Medical REIT Inc. | Sold out | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -25.8% | 0.08% | −0.02 |
| SUN Sunoco LP | Reduce -3.7% | 0.13% | −0.02 |
| APLE Apple Hospitality REIT Inc. | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Reduce -9.6% | 1.46% | −0.01 |
| DVN Devon Energy Corp. | Reduce -9.4% | 0.27% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| OKLO Oklo Inc. | Add +46.9% | 0.91% | +0.59 |
| TLN Talen Energy Corp. | Add +54.2% | 0.86% | +0.46 |
| GEV GE Vernova Inc. | Add +190.6% | 0.57% | +0.40 |
| ORCL Oracle Corp. | Add +3.3% | 1.66% | +0.36 |
| CEG Constellation Energy | Add +34.2% | 1.24% | +0.30 |
| VST Vistra Corp. | Add +25.9% | 1.21% | +0.22 |
| VNOM Viper Energy Inc. Class A | New | 0.22% | +0.22 |
| WELL Welltower Inc. | Add +1.8% | 1.42% | +0.17 |
| ETR Entergy Corp. | Add +21.0% | 0.58% | +0.13 |
| TSLA Tesla Inc. | Add +11.8% | 0.38% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +74.3% | 0.22% | +0.12 |
| AVGO Broadcom Inc. | Add +29.7% | 0.32% | +0.10 |
| NEE Nextera Energy Inc. | Add +6.8% | 0.87% | +0.09 |
| XEL Xcel Energy Inc. | Add +19.2% | 0.33% | +0.09 |
| SPG Simon Property Group Inc. | Add +2.0% | 0.68% | +0.09 |
| PPL PPL Corp. | Add +12.0% | 0.56% | +0.09 |
| VRT Vertiv Holdings Co. Class A | Add +9.8% | 0.39% | +0.08 |
| CRWV Coreweave Inc. Class A | New | 0.07% | +0.07 |
| AEE Ameren Corporation | Add +26.1% | 0.29% | +0.07 |
| DUK Duke Energy Corp. | Add +15.5% | 0.49% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 1.39% | +0.07 |
| C Citigroup Inc. | Add +2.0% | 0.42% | +0.06 |
| AMD Advanced Micro Devices | Add +15.2% | 0.28% | +0.06 |
| NRG NRG Energy Inc. | Add +52.0% | 0.18% | +0.06 |
| EVRG Evergy Inc. | Add +29.6% | 0.21% | +0.06 |
| DTE DTE Energy Company | Add +14.5% | 0.38% | +0.06 |
| VTR Ventas Inc. | Add +18.8% | 0.27% | +0.06 |
| GOOG Alphabet Inc. Class C | Add +13.1% | 0.17% | +0.06 |
| BX Blackstone Inc. | Add +1.3% | 0.55% | +0.06 |
| OHI Omega Healthcare Investors | Add +6.3% | 0.36% | +0.05 |
| META Meta Platforms Inc. Class A | Add +26.1% | 0.31% | +0.05 |
| FE Firstenergy Corp. | Add +11.3% | 0.29% | +0.05 |
| CMS CMS Energy Corp. | Add +19.6% | 0.29% | +0.05 |
| AEP American Electric Power | Add +10.9% | 0.37% | +0.05 |
| EXC Exelon Corp. | Add +26.7% | 0.23% | +0.05 |
| SRE Sempra | Add +2.0% | 0.32% | +0.04 |
| NI Nisource Inc. | Add +13.6% | 0.28% | +0.04 |
| WTRG Essential Utilities Inc. | Add +15.0% | 0.26% | +0.04 |
| NWN Northwest Natural Holding Co. | Add +52.7% | 0.10% | +0.04 |
| CNP Centerpoint Energy Inc. | Add +27.9% | 0.17% | +0.04 |
| PNW Pinnacle West Capital | Add +131.3% | 0.07% | +0.04 |
| IDA Idacorp Inc. | Add +17.6% | 0.16% | +0.04 |
| NEM Newmont Corp. | New | 0.04% | +0.04 |
| SO The Southern Co. | Add +28.4% | 0.16% | +0.04 |
| ES Eversource Energy | Add +5.0% | 0.29% | +0.03 |
| SMR Nuscale Power Corp. | New | 0.03% | +0.03 |
| WM Waste Management Inc. | Add +44.7% | 0.12% | +0.03 |
| NJR New Jersey Resources Corp. | Add +46.1% | 0.09% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +75.0% | 0.06% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +15.9% | 0.43% | +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 |