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Portfolio (Quarterly) Guide ↗

SPIRIT OF AMERICA MANAGEMENT CORP/NY

· CIK 0001041283
13F Portfolio $472M AUM 383 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 70 Added 106 Reduced 8 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AB LARGE CAP GROWTH FD INC ADVISOR CL 4,137.0 $476K 0.10% -1K -25.1% $115.06
62 KR Kroger Company (The) Consumer Defensive 7,500.0 $469K 0.10% -2K -16.7% $62.48 +2.0%
63 SUN Sunoco, L.P. Energy 8,500.0 $445K 0.09% -4K -34.6% $52.41 +26.6%
64 IEF ISHARES TR 7-10 YR TRSY BD 4,277.0 $412K 0.09% -2K -31.9% $96.31 -1.9%
65 CNX CNX Resources Corporation Energy 11,000.0 $404K 0.09% -4K -24.1% $36.77 -7.8%
66 TechnipFMC PLC 9,000.0 $401K 0.09% -7K -43.8% $44.56
67 ZS Zscaler, Inc. Technology 1,700.0 $382K 0.08% -200.0 -10.5% $224.92 -41.3%
68 South Bow Corporation 13,765.0 $378K 0.08% -1K -6.8% $27.47
69 OVV Ovintiv, Inc. Energy 8,000.0 $314K 0.07% -2K -15.8% $39.19 +42.6%
70 AIM COUNSELOR SER TR INVESCO C DISCOVERY Y 2,243.0 $310K 0.07% -2K -46.5% $138.02
71 UGI UGI Corporation Utilities 8,000.0 $299K 0.06% -2K -20.0% $37.43 -7.5%
72 IWL ISHARES TR RUS TOP 200 ETF 1,732.0 $299K 0.06% -1K -41.9% $172.85 +8.6%
73 PAYX Paychex, Inc. Industrials 2,650.0 $297K 0.06% -1K -31.2% $112.18 -14.8%
74 HUM Humana, Inc. Healthcare 1,150.0 $295K 0.06% -200.0 -14.8% $256.13 +19.9%
75 IJH ISHARES TR CORE S&P MCP ETF 4,054.0 $281K 0.06% -4K -50.3% $69.35 +7.5%
76 THRIVENT MUT FDS LARGE CP VALUE S 8,080.0 $271K 0.06% -4K -33.2% $33.54
77 CMG Chipotle Mexican Grill, Inc. Consumer Cyclical 7,000.0 $259K 0.06% -33K -82.6% $37.00 -13.1%
78 UNH UnitedHealth Group, Inc. Healthcare 750.0 $248K 0.05% -400.0 -34.8% $330.11 +15.8%
79 WCN Waste Connections, Inc. Industrials 1,375.0 $241K 0.05% -5K -79.7% $175.36 -13.5%
80 ISTB ISHARES TR CORE 1 5 YR USD 4,526.0 $221K 0.05% -3K -37.2% $48.80 -1.0%
Page 4 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Energy 28.7%
Technology 17.1%
Utilities 15.3%
Real Estate 14.0%
Financial Services 5.3%
Communication Services 4.9%
Industrials 4.7%
Healthcare 3.5%
Consumer Cyclical 3.3%
Consumer Defensive 2.6%