Evid Invest
Holders — by stockHoldings — by fund

SPIRIT OF AMERICA MANAGEMENT CORP/NY

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001041283

$530.5M

disclosed book value

308

positions

6%

largest position share

Positions, as of 2026-06-30

top 100 of 308 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA Corporation158,020$31.6M6%
2GOOGLAlphabet, Inc.43,100$15.4M2.9%
3CATCaterpillar, Inc.11,190$11.9M2.2%
4VLOValero Energy Corporation41,284$10.8M2%
5WMBWilliams Companies, Inc. (The)138,332$10.3M1.9%
6AAPLApple, Inc.35,482$10.3M1.9%
7WELLWelltower, Inc.41,725$9.5M1.8%
8MPCMarathon Petroleum Corporation36,175$9.2M1.7%
9TRGPTarga Resources Corporation34,033$9.1M1.7%
10AMZNAmazon.com, Inc.36,550$8.7M1.6%
11AMATApplied Materials, Inc.11,920$8.6M1.6%
12GEVGE Vernova, Inc.7,030$8.3M1.6%
13PSXPhillips 6645,436$7.7M1.4%
14JPMJPMorgan Chase & Company23,092$7.6M1.4%
15KMIKinder Morgan, Inc.227,994$7.3M1.4%
16LNGCheniere Energy, Inc.30,450$7.3M1.4%
17MSFTMicrosoft Corporation19,299$7.2M1.4%
18EXMOCExxon Mobil Corporation52,447$7.2M1.4%
19CVXChevron Corporation40,788$6.8M1.3%
20ENBEnbridge, Inc.119,777$6.5M1.2%
21VSTVistra Corporation35,200$5.6M1.1%
22NEENextEra Energy, Inc.62,225$5.5M1%
23CEGConstellation Energy Corp.21,850$5.4M1%
24AMDAdvanced Micro Devices, Inc.9,300$5.4M1%
25EQIXEquinix, Inc.5,160$5.4M1%
26TLNTalen Energy Corporation13,050$5.0M0.9%
27IRMIron Mountain, Inc.38,650$4.9M0.9%
28VRTVertiv Holdings Company14,200$4.8M0.9%
29ORCLOracle Corporation31,225$4.6M0.9%
30CRWDCrowdstrike Holdings, Inc.5,850$4.5M0.8%
31EPDEnterprise Products Partners, L.P.121,386$4.5M0.8%
32ETEnergy Transfer, L.P.229,200$4.4M0.8%
33OKEONEOK, Inc.49,472$4.3M0.8%
34COSTCostco Wholesale Corporation4,481$4.2M0.8%
35ABBVAbbVie, Inc.16,350$4.1M0.8%
36ETREntergy Corporation35,800$4.1M0.8%
37BKRBaker Hughes Company74,000$4.1M0.8%
38COPConocoPhillips39,204$4.1M0.8%
39DLRDigital Realty Trust, Inc.22,431$4.0M0.8%
40PLDPrologis, Inc.29,651$4.0M0.8%
41PAAPlains All American Pipeline, L.P.171,300$3.8M0.7%
42TPLTexas Pacific Land Corporation8,695$3.8M0.7%
43SPGSimon Property Group, Inc.16,850$3.8M0.7%
44WESWestern Midstream Partners, L.P.85,150$3.7M0.7%
45MPLXMPLX, L.P.64,647$3.6M0.7%
46LLYEli Lilly & Company3,015$3.6M0.7%
47DEDeere & Company5,560$3.5M0.7%
48MCKMcKesson Corporation4,620$3.5M0.7%
49HESMHess Midstream LP88,337$3.3M0.6%
50DVNDevon Energy Corporation78,800$3.3M0.6%
51PPLPPL Corporation87,950$3.2M0.6%
52TRPTC Energy Corporation48,078$3.2M0.6%
53WMTWalmart, Inc.27,702$3.1M0.6%
54DUKDuke Energy Corporation23,900$3.0M0.6%
55CCitigroup, Inc.21,250$3.0M0.6%
56VTRVentas, Inc.33,050$2.9M0.6%
57GSGoldman Sachs Group, Inc. (The)2,765$2.8M0.5%
58TSLATesla, Inc.6,475$2.7M0.5%
59AVGOBroadcom, Inc.6,900$2.6M0.5%
60CMICummins, Inc.3,600$2.6M0.5%
61VVisa, Inc.7,450$2.6M0.5%
62WECWEC Energy Group, Inc.21,800$2.5M0.5%
63EOGEOG Resources, Inc.19,500$2.5M0.5%
64PSAPublic Storage7,925$2.5M0.5%
65FANGDiamondback Energy, Inc.14,300$2.5M0.5%
66AEPAmerican Electric Power Company, Inc.17,950$2.5M0.5%
67DTEDTE Energy Company16,100$2.5M0.5%
68VICIVICI Properties, Inc.90,370$2.4M0.5%
69TXNTexas Instruments, Inc.8,000$2.4M0.4%
70OKLOOklo, Inc.45,050$2.4M0.4%
71BPBP plc61,361$2.3M0.4%
72OHIOmega Healthcare Investors, Inc.47,000$2.2M0.4%
73BRK/BBerkshire Hathaway, Inc.4,395$2.2M0.4%
74GLWCorning, Inc.8,500$2.2M0.4%
75XELXcel Energy, Inc.26,300$2.1M0.4%
76CSCOCisco Systems, Inc.17,450$2.0M0.4%
77METAMeta Platforms, Inc.3,630$2.0M0.4%
78PANWPalo Alto Networks, Inc.5,900$2.0M0.4%
79HDHome Depot, Inc. (The)5,538$2.0M0.4%
80AEEAmeren Corporation16,950$1.9M0.4%
81SRESempra20,500$1.9M0.4%
82ORealty Income Corporation30,133$1.9M0.4%
83DINOHF Sinclair Corporation26,676$1.9M0.4%
84NINiSource, Inc.38,550$1.8M0.3%
85CMSCMS Energy Corporation23,750$1.8M0.3%
86EXRExtra Space Storage, Inc.12,480$1.8M0.3%
87PEGPublic Service Enterprise Group, Inc.21,850$1.8M0.3%
88FEFirstEnergy Corporation36,600$1.7M0.3%
89SLBSLB Ltd.36,900$1.7M0.3%
90PBFPBF Energy, Inc.37,250$1.7M0.3%
91AXPAmerican Express Company5,000$1.7M0.3%
92NFLXNetflix, Inc.22,450$1.6M0.3%
93EVRGEvergy, Inc.18,100$1.6M0.3%
94CSXCSX Corporation32,600$1.5M0.3%
95EXCExelon Corporation32,450$1.5M0.3%
96ESEversource Energy20,050$1.4M0.3%
97BACBank of America Corporation25,350$1.4M0.3%
98VZVerizon Communications, Inc.34,040$1.4M0.3%
99OXYOccidental Petroleum Corporation29,600$1.4M0.3%
100BXBlackstone, Inc.12,200$1.4M0.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.