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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 6 of 16  ·  308 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SLB Schlumberger N.V. Energy 34,400.0 $1.3M 0.28% -2K -5.5% $38.38 +44.0%
102 WTRG Essential Utilities, Inc. Utilities 34,350.0 $1.3M 0.28% +2K +5.4% $38.36 -4.1%
103 UDR UDR, Inc. Real Estate 35,350.0 $1.3M 0.28% -14K -27.6% $36.68 +3.5%
104 GLPI Gaming and Leisure Properties, Inc. Real Estate 28,885.0 $1.3M 0.27% $44.69 +5.8%
105 EXC Exelon Corporation Utilities 29,550.0 $1.3M 0.27% +4K +15.4% $43.59 +4.7%
106 DINO HF Sinclair Corporation Energy 27,676.0 $1.3M 0.27% $46.08 +48.3%
107 CSX CSX Corporation Industrials 34,600.0 $1.3M 0.27% -2K -5.5% $36.25 +27.2%
108 EQT EQT Corporation Energy 23,000.0 $1.2M 0.26% $53.60 +3.2%
109 EVRG Evergy, Inc. Utilities 16,750.0 $1.2M 0.26% +3K +21.4% $72.49 +14.6%
110 OXY Occidental Petroleum Corporation Energy 29,100.0 $1.2M 0.25% $41.12 +39.9%
111 AMH American Homes 4 Rent Real Estate 36,300.0 $1.2M 0.25% $32.10 -0.6%
112 ITT ITT, Inc. Industrials 6,650.0 $1.2M 0.24% $173.51 +10.9%
113 SUI Sun Communities, Inc. Real Estate 9,300.0 $1.2M 0.24% -700.0 -7.0% $123.91 -0.5%
114 PLTR Palantir Technologies, Inc. Technology 6,400.0 $1.1M 0.24% +300.0 +4.9% $177.75 -19.7%
115 D Dominion Energy, Inc. Utilities 19,100.0 $1.1M 0.24% -2K -7.3% $58.59 +15.8%
116 GOOG Alphabet, Inc. Communication Services 3,550.0 $1.1M 0.24% +100.0 +2.9% $313.80 +23.2%
117 NRG NRG Energy, Inc. Utilities 6,950.0 $1.1M 0.23% +1K +25.2% $159.24 -14.4%
118 BRX Brixmor Property Group, Inc. Real Estate 41,475.0 $1.1M 0.23% $26.22 +17.5%
119 PBF PBF Energy, Inc. Energy 39,250.0 $1.1M 0.23% -1K -2.5% $27.12 +45.7%
120 PANW Palo Alto Networks, Inc. Technology 5,750.0 $1.1M 0.23% +100.0 +1.8% $184.20 +39.9%
Page 6 of 16  ·  308 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%