Spirit of America Management Corp.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Spirit of America Management Corp. reported 305 stock positions worth $506.6 million. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Alphabet Class A (GOOGL, 2.5%) and Valero Energy (VLO, 2.2%). Compared with Q4 2025, it opened 4 new positions, sold out of 6, added to 81 and reduced 70. The biggest buy was Marathon Petroleum (MPC, shares +1%) and the biggest sale Nvidia (NVDA, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SYOSSET, NY
- CIK
- 0001041283
- Portfolio Value
- $506.6M (Q1 2026)
- SEC Filing
- 0001104659-26-043635 ↗ filed Apr 15, 2026
Holdings Value
Holdings 305 stocks · $506.6M
| NVDA Nvidia Corp. | 5.58% | 162,120 | $28.3M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 2.51% | 44,300 | $12.7M | Reduce -0.2% |
| VLO Valero Energy Corp. | 2.24% | 45,834 | $11.3M | No change |
| WMB Williams Cos Inc. | 2.10% | 146,132 | $10.6M | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 1.92% | 39,875 | $9.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 1.84% | 54,847 | $9.3M | Add +8.1% |
| AAPL Apple Inc. | 1.79% | 35,682 | $9.1M | Reduce -0.3% |
| TRGP Targa Resources Corp. | 1.77% | 35,733 | $9.0M | Reduce -8.0% |
| PSX Phillips 66 | 1.74% | 48,486 | $8.8M | Reduce -1.1% |
| CVX Chevron Corp. | 1.72% | 42,088 | $8.7M | Reduce -0.6% |
| LNG Cheniere Energy Inc. | 1.69% | 30,250 | $8.6M | Add +0.7% |
| WELL Welltower Inc. | 1.62% | 41,425 | $8.2M | No change |
| KMI Kinder Morgan Inc. | 1.58% | 237,994 | $8.0M | Reduce -2.9% |
| CAT Caterpillar Inc. | 1.56% | 11,190 | $7.9M | Add +0.9% |
| AMZN Amazon.com Inc. | 1.48% | 35,950 | $7.5M | Add +4.2% |
| MSFT Microsoft Corp. | 1.41% | 19,299 | $7.1M | No change |
| JPM JPMorgan Chase & Co. | 1.34% | 23,092 | $6.8M | Add +2.2% |
| ENB Enbridge Inc. | 1.33% | 124,027 | $6.7M | Reduce -11.4% |
| CEG Constellation Energy | 1.19% | 21,650 | $6.0M | Add +3.6% |
| NEE Nextera Energy Inc. | 1.13% | 61,525 | $5.7M | Add +2.0% |
| GEV GE Vernova Inc. | 1.11% | 6,450 | $5.6M | Add +14.2% |
| VST Vistra Corp. | 1.03% | 34,800 | $5.2M | Add +4.0% |
| EPD Enterprise Products Partners | 1.01% | 134,886 | $5.1M | Reduce -12.6% |
| EQIX Equinix Inc. | 1.00% | 5,160 | $5.1M | No change |
| ET Energy Transfer LP | 0.97% | 255,200 | $4.9M | Reduce -15.8% |
| COP Conocophillips | 0.97% | 37,304 | $4.9M | Add +8.8% |
| COST Costco Wholesale Corp. | 0.92% | 4,681 | $4.7M | Reduce -18.0% |
| ORCL Oracle Corp. | 0.90% | 31,025 | $4.6M | Add +1.8% |
| MPLX MPLX LP | 0.89% | 79,397 | $4.5M | Reduce -12.2% |
| OKE Oneok Inc. | 0.89% | 50,072 | $4.5M | Reduce -5.7% |
| BKR Baker Hughes Co. | 0.85% | 70,500 | $4.3M | Add +17.5% |
| TLN Talen Energy Corp. | 0.81% | 12,850 | $4.1M | Add +8.0% |
| AMAT Applied Materials Inc. | 0.80% | 11,920 | $4.1M | No change |
| PAA Plains All Amer Pipeline LP | 0.80% | 182,300 | $4.1M | Reduce -3.7% |
| DLR Digital Realty Trust Inc. | 0.80% | 22,431 | $4.0M | No change |
| ABBV Abbvie Inc. | 0.79% | 18,500 | $4.0M | Reduce -10.0% |
| MCK McKesson Corp. | 0.79% | 4,620 | $4.0M | Reduce -1.1% |
| ETR Entergy Corp. | 0.79% | 35,550 | $4.0M | Add +2.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.78% | 38,450 | $3.9M | Add +1.6% |
| PLD Prologis Inc. | 0.77% | 29,651 | $3.9M | No change |
| HESM Hess Midstream LP Class A | 0.77% | 99,837 | $3.9M | Reduce -12.3% |
| WES Western Midstream Partners L | 0.74% | 91,650 | $3.8M | Reduce -8.5% |
| VRT Vertiv Holdings Co. Class A | 0.70% | 14,200 | $3.6M | Add +2.2% |
| WMT Walmart Inc. | 0.69% | 28,102 | $3.5M | Reduce -2.4% |
| PPL PPL Corp. | 0.65% | 86,450 | $3.3M | Add +4.8% |
| TPL Texas Pacific Land Corp. | 0.63% | 6,745 | $3.2M | Add +6.3% |
| SPG Simon Property Group Inc. | 0.62% | 16,850 | $3.1M | No change |
| DE Deere & Co. | 0.62% | 5,560 | $3.1M | No change |
| DUK Duke Energy Corp. | 0.60% | 23,400 | $3.1M | Add +6.1% |
| TRP TC Energy Corp. | 0.60% | 48,578 | $3.0M | Reduce -19.1% |
| BP BP PLC-Spons ADR | 0.57% | 61,361 | $2.9M | No change |
| FANG Diamondback Energy Inc. | 0.56% | 14,300 | $2.8M | No change |
| EOG EOG Resources Inc. | 0.56% | 19,500 | $2.8M | Add +2.6% |
| LLY Eli Lilly & Co. | 0.55% | 3,015 | $2.8M | Reduce -1.6% |
| VTR Ventas Inc. | 0.52% | 32,350 | $2.6M | Add +14.5% |
| WEC WEC Energy Group Inc. | 0.49% | 21,300 | $2.5M | Add +7.8% |
| C Citigroup Inc. | 0.48% | 21,250 | $2.4M | Add +1.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.47% | 86,370 | $2.4M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.46% | 2,765 | $2.3M | Add +1.8% |
| AEP American Electric Power | 0.46% | 17,700 | $2.3M | Add +5.0% |
| DTE DTE Energy Company | 0.45% | 15,700 | $2.3M | Add +5.4% |
| TSLA Tesla Inc. | 0.45% | 6,125 | $2.3M | Add +8.9% |
| V Visa Inc. Class A | 0.44% | 7,450 | $2.3M | No change |
| OKLO Oklo Inc. | 0.44% | 45,050 | $2.2M | Add +1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.43% | 5,625 | $2.2M | Add +21.6% |
| PSA Public Storage | 0.42% | 7,925 | $2.1M | No change |
| CTRA Coterra Energy Inc. | 0.42% | 60,500 | $2.1M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 4,395 | $2.1M | No change |
| NFLX Netflix Inc. | 0.41% | 21,650 | $2.1M | Add +2.9% |
| OHI Omega Healthcare Investors | 0.41% | 47,000 | $2.1M | Add +4.4% |
| META Meta Platforms Inc. Class A | 0.40% | 3,580 | $2.0M | Add +22.2% |
| XEL Xcel Energy Inc. | 0.40% | 25,500 | $2.0M | Add +9.0% |
| HON Honeywell International Inc. | 0.39% | 8,850 | $2.0M | No change |
| CMI Cummins Inc. | 0.38% | 3,600 | $1.9M | Add +1.4% |
| O Realty Income Corp. | 0.38% | 31,633 | $1.9M | No change |
| SRE Sempra | 0.38% | 19,800 | $1.9M | Add +6.7% |
| OXY Occidental Petroleum Corp. | 0.37% | 29,100 | $1.9M | No change |
| PBF PBF Energy Inc. Class A | 0.37% | 39,250 | $1.9M | No change |
| AVGO Broadcom Inc. | 0.37% | 6,025 | $1.9M | Add +13.2% |
| HD Home Depot Inc. | 0.37% | 5,638 | $1.9M | Reduce -1.7% |
| AMD Advanced Micro Devices | 0.37% | 9,100 | $1.9M | No change |
| BX Blackstone Inc. | 0.36% | 16,000 | $1.8M | No change |
| DVN Devon Energy Corp. | 0.36% | 36,450 | $1.8M | No change |
| AEE Ameren Corporation | 0.36% | 16,450 | $1.8M | Add +6.8% |
| FE Firstenergy Corp. | 0.35% | 35,450 | $1.8M | Add +4.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.35% | 34,900 | $1.8M | Add +1.4% |
| CMS CMS Energy Corp. | 0.35% | 23,000 | $1.8M | Add +6.0% |
| NI Nisource Inc. | 0.34% | 37,300 | $1.7M | Add +5.1% |
| VZ Verizon Communications Inc. | 0.34% | 34,040 | $1.7M | No change |
| PEG Public Service Enterprise GP | 0.34% | 21,100 | $1.7M | Add +8.2% |
| DINO HF Sinclair Corp. | 0.33% | 27,176 | $1.7M | Reduce -1.8% |
| TRNO Terreno Realty Corp. | 0.31% | 25,875 | $1.6M | Reduce -3.7% |
| TXN Texas Instruments Inc. | 0.31% | 8,100 | $1.6M | No change |
| EXC Exelon Corp. | 0.30% | 31,300 | $1.5M | Add +5.9% |
| AXP American Express Co. | 0.30% | 5,000 | $1.5M | No change |
| EQT Eqt Corp. | 0.29% | 23,000 | $1.5M | No change |
| EVRG Evergy Inc. | 0.29% | 17,750 | $1.5M | Add +6.0% |
| EXR Extra Space Storage Inc. | 0.28% | 10,880 | $1.4M | No change |
| STAG Stag Industrial Inc. | 0.28% | 38,950 | $1.4M | No change |
| AVB Avalonbay Communities Inc. | 0.28% | 8,590 | $1.4M | Reduce -21.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $48K (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 | $48K | No change |
Total filed on the 13F, all lines: $506.6M.
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -2.3% | 5.58% | −0.98 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 2.51% | −0.43 |
| AAPL Apple Inc. | Reduce -0.3% | 1.79% | −0.28 |
| ABBV Abbvie Inc. | Reduce -10.0% | 0.79% | −0.20 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.20 |
| ESS Essex Property Trust Inc. | Reduce -30.8% | 0.23% | −0.16 |
| AMH American Homes 4 Rent- A | Reduce -52.3% | 0.10% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -1.6% | 0.55% | −0.15 |
| D Dominion Energy Inc. | Reduce -60.2% | 0.09% | −0.14 |
| AVB Avalonbay Communities Inc. | Reduce -21.1% | 0.28% | −0.14 |
| MPLX MPLX LP | Reduce -12.2% | 0.89% | −0.13 |
| COST Costco Wholesale Corp. | Reduce -18.0% | 0.92% | −0.12 |
| TRP TC Energy Corp. | Reduce -19.1% | 0.60% | −0.10 |
| ENB Enbridge Inc. | Reduce -11.4% | 1.33% | −0.09 |
| WES Western Midstream Partners L | Reduce -8.5% | 0.74% | −0.09 |
| AR Antero Resources Corp. | Reduce -80.7% | 0.03% | −0.09 |
| ET Energy Transfer LP | Reduce -15.8% | 0.97% | −0.09 |
| UDR Udr Inc. | Reduce -19.8% | 0.19% | −0.09 |
| VMRK Vivmark Residential | Reduce -14.8% | 0.23% | −0.08 |
| HESM Hess Midstream LP Class A | Reduce -12.3% | 0.77% | −0.07 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -1.7% | 0.37% | −0.05 |
| VNOM Viper Energy Inc. Class A | Reduce -37.0% | 0.13% | −0.05 |
| ZS Zscaler Inc. | Reduce -17.6% | 0.04% | −0.04 |
| KR Kroger Co. | Reduce -46.7% | 0.06% | −0.04 |
| EPD Enterprise Products Partners | Reduce -12.6% | 1.01% | −0.04 |
| UPS United Parcel Service Class B | Reduce -58.8% | 0.02% | −0.03 |
| MAA Mid-America Apartment Comm | Reduce -3.8% | 0.12% | −0.03 |
| INVH Invitation Homes Inc. | Reduce -61.5% | 0.01% | −0.03 |
| MCK McKesson Corp. | Reduce -1.1% | 0.79% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 0.16% | −0.02 |
| SUI Sun Communities Inc. | Reduce -3.8% | 0.22% | −0.02 |
| TRNO Terreno Realty Corp. | Reduce -3.7% | 0.31% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -12.5% | 0.09% | −0.02 |
| WCN Waste Connections Inc. | Reduce -29.1% | 0.03% | −0.02 |
| APGYX AB Large Cap Growth-Adv | Reduce -8.8% | 0.08% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -3.1% | 0.14% | −0.02 |
| IEF iShares 7-10 Year Treasury B | Reduce -13.1% | 0.07% | −0.02 |
| WMFFX Amer FND Wash Mut Inv-F2 | Reduce -7.5% | 0.10% | −0.02 |
| AMBFX American Balanced Fund-F2 | Reduce -7.6% | 0.10% | −0.02 |
| HST Host Hotels & Resorts Inc. | Reduce -10.0% | 0.14% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -19.4% | 0.05% | −0.01 |
| MAS Masco Corp. | Sold out | 0.00% | −0.01 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.01 |
| ITT Itt Inc. | Reduce -7.5% | 0.23% | −0.01 |
| AM Antero Midstream Corp. | Reduce -22.2% | 0.14% | −0.01 |
| ODIYX Invesco Discovery-Y | Reduce -15.3% | 0.06% | −0.01 |
| CQP Cheniere Energy Partners LP | Reduce -33.4% | 0.03% | −0.01 |
| PLYM Plymouth Industrial REIT Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| MPC Marathon Petroleum Corp. | Add +0.8% | 1.92% | +0.56 |
| XOM Exxon Mobil Corp. | Add +8.1% | 1.84% | +0.54 |
| LNG Cheniere Energy Inc. | Add +0.7% | 1.69% | +0.46 |
| GEV GE Vernova Inc. | Add +14.2% | 1.11% | +0.33 |
| COP Conocophillips | Add +8.8% | 0.97% | +0.29 |
| BKR Baker Hughes Co. | Add +17.5% | 0.85% | +0.27 |
| TPL Texas Pacific Land Corp. | Add +6.3% | 0.63% | +0.25 |
| VRT Vertiv Holdings Co. Class A | Add +2.2% | 0.70% | +0.22 |
| CAT Caterpillar Inc. | Add +0.9% | 1.56% | +0.22 |
| CTRE Caretrust REIT Inc. | Add +400.0% | 0.18% | +0.14 |
| EOG EOG Resources Inc. | Add +2.6% | 0.56% | +0.13 |
| IRM Iron Mountain Inc. | Add +1.6% | 0.78% | +0.11 |
| ETR Entergy Corp. | Add +2.5% | 0.79% | +0.11 |
| NEE Nextera Energy Inc. | Add +2.0% | 1.13% | +0.10 |
| RHP Ryman Hospitality Properties | New | 0.08% | +0.08 |
| GLW Corning Inc. | Add +3.8% | 0.22% | +0.07 |
| SLB SLB Ltd. | Add +1.4% | 0.35% | +0.07 |
| EGP Eastgroup Properties Inc. | New | 0.06% | +0.06 |
| VTR Ventas Inc. | Add +14.5% | 0.52% | +0.06 |
| DUK Duke Energy Corp. | Add +6.1% | 0.60% | +0.06 |
| REG Regency Centers Corp. | Add +21.6% | 0.24% | +0.05 |
| AEP American Electric Power | Add +5.0% | 0.46% | +0.05 |
| DTE DTE Energy Company | Add +5.4% | 0.45% | +0.05 |
| WEC WEC Energy Group Inc. | Add +7.8% | 0.49% | +0.05 |
| PPL PPL Corp. | Add +4.8% | 0.65% | +0.04 |
| FE Firstenergy Corp. | Add +4.9% | 0.35% | +0.03 |
| XEL Xcel Energy Inc. | Add +9.0% | 0.40% | +0.03 |
| CNP Centerpoint Energy Inc. | Add +10.9% | 0.23% | +0.03 |
| SRE Sempra | Add +6.7% | 0.38% | +0.03 |
| AEE Ameren Corporation | Add +6.8% | 0.36% | +0.03 |
| CMS CMS Energy Corp. | Add +6.0% | 0.35% | +0.03 |
| EXC Exelon Corp. | Add +5.9% | 0.30% | +0.03 |
| EVRG Evergy Inc. | Add +6.0% | 0.29% | +0.03 |
| NI Nisource Inc. | Add +5.1% | 0.34% | +0.03 |
| IDA Idacorp Inc. | Add +10.8% | 0.20% | +0.03 |
| EPRT Essential Properties Realty | New | 0.02% | +0.02 |
| LMT Lockheed Martin Corp. | Add +5.0% | 0.13% | +0.02 |
| SO The Southern Co. | Add +7.1% | 0.23% | +0.02 |
| SBUX Starbucks Corp. | Add +36.9% | 0.08% | +0.02 |
| CWEN Clearway Energy Inc. Class C | Add +1.2% | 0.19% | +0.02 |
| NEM Newmont Corp. | Add +17.8% | 0.11% | +0.02 |
| PCG P G & E Corp. | New | 0.02% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +28.6% | 0.05% | +0.01 |
| CPK Chesapeake Utilities Corp. | Add +18.9% | 0.13% | +0.01 |
| MP MP Materials Corp. | Add +133.3% | 0.03% | +0.01 |
| LNT Alliant Energy Corp. | Add +10.7% | 0.11% | +0.01 |
| NFG National Fuel Gas Co. | Add +8.1% | 0.09% | +0.01 |
| NWN Northwest Natural Holding Co. | Add +4.2% | 0.13% | +0.01 |
| CME Cme Group Inc. | Add +14.3% | 0.09% | +0.01 |
| SWX Southwest Gas Holdings Inc. | Add +14.3% | 0.08% | +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 |