SPIRIT OF AMERICA MANAGEMENT CORP/NY
SEC Form 13F institutional filer · CIK 0001041283
13F-HR · 180 reported holdings · 2026-03-31
Reported long-US-equity value
$0.41B
Top-10 concentration
29.9%
SPIRIT OF AMERICA MANAGEMENT CORP/NY — $408M AUM allocation strategy
SPIRIT OF AMERICA MANAGEMENT CORP/NY files SEC Form 13F and reports $408M of long US equity value across 180 reported holdings for 2026-03-31.
Its largest sector bet is Energy 19.6%, followed by Information Technology 10.9% and Utilities 4.1%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SPIRIT OF AMERICA MANAGEMENT CORP/NY — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$408M
total across 180 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BKR +10.5K sh · +$1.57M+$XOM +4.1K sh · +$3.2M+$VTR +4.1K sh · +$460K
Biggest trims (shares)
−$D −11.5K sh · −$649K−$MPC −10.7K sh · +$3.01M−$KMI −7K sh · +$1.25M
Exited to nil (held last quarter, gone now)
$WDAY ($945K last qtr)$PAYX ($297K last qtr)$CMG ($259K last qtr)$MAS ($63.5K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Oil & Gas Refining & Marketing8.4%—
- Semiconductors6.9%—
- Oil & Gas Storage & Transportation6.8%—
- Integrated Oil & Gas4.4%—
- Interactive Media & Services3.1%—
- Electric Utilities2.7%—
- Technology Hardware, Storage & Peripherals2.2%—
- Health Care REITs2.0%—
- Other holdings63.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 162K | $28.3M | -3.8K | 6.9% |
| $MPC | Marathon Petroleum Corporation | 119K | $14.3M | -10.7K | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 44.3K | $12.7M | -100 | 3.1% |
| $VLO | Valero Energy Corporation | 45.8K | $11.3M | +0 | 2.8% |
| $WMB | Williams Companies Inc | 146K | $10.6M | -500 | 2.6% |
| $XOM | ExxonMobil Holdings Corporation | 54.8K | $9.31M | +4.1K | 2.3% |
| $AAPL | Apple Inc | 35.7K | $9.06M | -100 | 2.2% |
| $TRGP | Targa Resources Inc | 35.7K | $8.96M | -3.1K | 2.2% |
| $PSX | Phillips 66 | 48.5K | $8.83M | -550 | 2.2% |
| $CVX | Chevron Corporation | 42.1K | $8.71M | -250 | 2.1% |
…and 170 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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