SPIRIT OF AMERICA MANAGEMENT CORP/NY
Sector Allocation
- Energy32.1%$172.1M
- Technology22.5%$121.0M
- Real Estate12.8%$68.9M
- Utilities11.6%$62.0M
- Industrials5.4%$29.0M
- Financials5.2%$27.8M
- Consumer Discretionary2.8%$15.1M
- Consumer Staples2.8%$14.9M
- Healthcare2.3%$12.5M
- Communication Services0.9%$5.1M
AUM History
13fpro.ai/research/fund/spirit-of-america-management-corp-ny-1041283
Conviction and streaks
Concentrating · top 10 = 26.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$35.8MVLO
$15.8MGOOGL
$14.7MMPC
$14.3MAAPL
$11.7MPSX
$11.5MMSFT
$9.8MWELL
$9.6MWMB
$9.4MTRGP
$9.2MAMZN
$9.2MCAT
$9.1MXOM.R34088
$8.6MLNG
$8.3MCVX
$8.2MJPM
$7.7MGEV
$6.9MKMI
$6.9MCRWD
$6.4MAMAT
$6.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/spirit-of-america-management-corp-ny-1041283
SPIRIT OF AMERICA MANAGEMENT CORP/NY 13F holdings — Q3 2026
$536.6M portfolio (+1.1% QoQ) · 304 holdings · Q3 2026 13F · top 10 are 27% of the stock portfolio
$35.8M
6.7% of stocks
-0.9%This quarter-2.4%Since filed11+ qtrsHeld$15.8M
3.0% of stocks
-1%This quarter-7.2%Since filed11+ qtrsHeldAIQuality58.0#1,045Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.7M
2.7% of stocks
-0.9%This quarter-8.6%Since filed11+ qtrsHeld$14.3M
2.7% of stocks
-0.1%This quarter-2.9%Since filed11+ qtrsHeld$11.7M
2.2% of stocks
-0.6%This quarter+0.3%Since filed11+ qtrsHeld$11.5M
2.1% of stocks
-0.7%This quarter-2.8%Since filed11+ qtrsHeld$9.8M
1.8% of stocks
-0.5%This quarter-0.2%Since filed11+ qtrsHeld$9.6M
1.8% of stocks
+0.2%This quarter+3.6%Since filed11+ qtrsHeld$9.4M
1.8% of stocks
No changeThis quarter-1.4%Since filed11+ qtrsHeld$9.2M
1.7% of stocks
+0.3%This quarter+4.7%Since filed11+ qtrsHeld
All holdings — SPIRIT OF AMERICA MANAGEMENT CORP/NY (Q3 2026)
304 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AMAZON COM INC | Consumer Discretionary | $9.2M | 1.7% | 37K | +1% | 11+ qtrsAdded 10 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | CATERPILLAR INC | Industrials | $9.1M | 1.7% | 11K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | EXXON MOBIL CORP | Energy | $8.6M | 1.6% | 53K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Cheniere Energy, Inc. | Energy | $8.3M | 1.5% | 31K | +1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CHEVRON CORP | Energy | $8.2M | 1.5% | 40K | -1.0% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | JPMORGAN CHASE & CO | Financials | $7.7M | 1.4% | 23K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | GE Vernova Inc. | Industrials | $6.9M | 1.3% | 7,280 | +4% | 7 qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | KINDER MORGAN, INC. | Energy | $6.9M | 1.3% | 229K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | CrowdStrike Holdings, Inc. | Technology | $6.4M | 1.2% | 24K | +314% | 11+ qtrsAdded 7 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | APPLIED MATERIALS INC /DE | Technology | $6.1M | 1.1% | 12K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ADVANCED MICRO DEVICES INC | Technology | $5.9M | 1.1% | 9,650 | +4% | 11+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ENBRIDGE INC | Energy | $5.6M | 1.0% | 120K | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EQUINIX INC | Real Estate | $5.2M | 1.0% | 5,160 | — | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CONOCOPHILLIPS | Energy | $5.1M | 1.0% | 41K | +5% | 11+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | NEXTERA ENERGY INC | Utilities | $4.6M | 0.9% | 61K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ET | Energy Transfer LP | Energy | $4.5M | 0.8% | 229K | — | |||
| 27 | $CEG | Constellation Energy Corp | Utilities | $4.3M | 0.8% | 17K | -22% | |||
| 28 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $4.3M | 0.8% | 121K | — | |||
| 29 | $ORCL | ORACLE CORP | Technology | $4.3M | 0.8% | 31K | +0.8% | |||
| 30 | $IRM | IRON MOUNTAIN INC | Real Estate | $4.3M | 0.8% | 39K | — | |||
| 31 | $OKE | ONEOK INC /NEW/ | Energy | $4.2M | 0.8% | 49K | — | |||
| 32 | $BKR | Baker Hughes Co | Energy | $4.2M | 0.8% | 77K | +4% | |||
| 33 | $VST | Vistra Corp. | Utilities | $4.2M | 0.8% | 30K | -14% | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $4.2M | 0.8% | 16K | -3% | |||
| 35 | $TLN | Talen Energy Corp | Utilities | $4.1M | 0.8% | 13K | +2% | |||
| 36 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $4.1M | 0.8% | 171K | — | |||
| 37 | $MCK | MCKESSON CORP | Consumer Staples | $3.9M | 0.7% | 4,570 | -1% | |||
| 38 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.9M | 0.7% | 4,256 | -5% | |||
| 39 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $3.9M | 0.7% | 22K | -2% | |||
| 40 | $DE | DEERE & CO | Industrials | $3.9M | 0.7% | 5,750 | +3% | |||
| 41 | $WES | Western Midstream Partners, LP | Energy | $3.8M | 0.7% | 85K | — | |||
| 42 | $PLD | Prologis, Inc. | Real Estate | $3.7M | 0.7% | 28K | -4% | |||
| 43 | $DVN | DEVON ENERGY CORP/DE | Energy | $3.7M | 0.7% | 79K | +0.6% | |||
| 44 | $MPLX | MPLX LP | Energy | $3.6M | 0.7% | 65K | — | |||
| 45 | $LLY | ELI LILLY & Co | Healthcare | $3.5M | 0.7% | 3,015 | — | |||
| 46 | $VRT | Vertiv Holdings Co | Technology | $3.5M | 0.7% | 14K | +1% | |||
| 47 | $ETR | ENTERGY CORP /DE/ | Utilities | $3.4M | 0.6% | 34K | -5% | |||
| 48 | $HESM | Hess Midstream LP | Energy | $3.3M | 0.6% | 88K | — | |||
| 49 | $TPL | Texas Pacific Land Corp | Financials | $3.2M | 0.6% | 9,795 | +13% | |||
| 50 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $3.2M | 0.6% | 16K | -6% | |||
| 51 | $PPL | PPL Corp | Utilities | $3.0M | 0.6% | 90K | +2% | |||
| 52 | $PBF | PBF Energy Inc. | Energy | $2.9M | 0.5% | 37K | — | |||
| 53 | $DINO | HF Sinclair Corp | Energy | $2.9M | 0.5% | 27K | — | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $2.9M | 0.5% | 28K | -0.7% | |||
| 55 | $VTR | Ventas, Inc. | Real Estate | $2.8M | 0.5% | 33K | — | |||
| 56 | $EOG | EOG RESOURCES INC | Energy | $2.8M | 0.5% | 20K | +4% | |||
| 57 | $TRP | TC ENERGY CORP | Energy | $2.8M | 0.5% | 48K | — | |||
| 58 | $C | CITIGROUP INC | Financials | $2.8M | 0.5% | 21K | — | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $2.7M | 0.5% | 3,730 | +3% | |||
| 60 | $BP | BP PLC | Energy | $2.7M | 0.5% | 61K | — | |||
| 61 | $V | VISA INC. | Financials | $2.7M | 0.5% | 7,450 | — | |||
| 62 | $FANG | Diamondback Energy, Inc. | Energy | $2.6M | 0.5% | 14K | +0.7% | |||
| 63 | $PANW | Palo Alto Networks Inc | Technology | $2.6M | 0.5% | 6,600 | +12% | |||
| 64 | $DUK | Duke Energy CORP | Utilities | $2.6M | 0.5% | 23K | -5% | |||
| 65 | $AVGO | Broadcom Inc. | Technology | $2.6M | 0.5% | 7,300 | +6% | |||
| 66 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.5M | 0.5% | 2,765 | — | |||
| 67 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.3M | 0.4% | 6,575 | +2% | |||
| 68 | $PSA | Public Storage | Real Estate | $2.2M | 0.4% | 7,925 | — | |||
| 69 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.2M | 0.4% | 8,000 | — | |||
| 70 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.4% | 4,395 | — | |||
| 71 | $OHI | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $2.2M | 0.4% | 47K | — | |||
| 72 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $2.2M | 0.4% | 18K | +1% | |||
| 73 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $2.1M | 0.4% | 21K | -4% | |||
| 74 | $DTB | DTE ENERGY CO | Utilities | $2.0M | 0.4% | 17K | +3% | |||
| 75 | $VICI | VICI PROPERTIES INC. | Real Estate | $2.0M | 0.4% | 86K | -4% | |||
| 76 | $XEL | XCEL ENERGY INC | Utilities | $1.9M | 0.4% | 27K | +3% | |||
| 77 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.9M | 0.3% | 18K | +1% | |||
| 78 | $CMI | CUMMINS INC | Industrials | $1.9M | 0.3% | 3,600 | — | |||
| 79 | $SLB | SLB LIMITED/NV | Energy | $1.8M | 0.3% | 37K | +1% | |||
| 80 | $EXR | Extra Space Storage Inc. | Real Estate | $1.8M | 0.3% | 14K | +11% | |||
| 81 | $AEE | AMEREN CORP | Utilities | $1.7M | 0.3% | 18K | +4% | |||
| 82 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $1.7M | 0.3% | 27K | +122% | |||
| 83 | $SRE | SEMPRA | Utilities | $1.7M | 0.3% | 21K | +4% | |||
| 84 | $FE | FIRSTENERGY CORP | Utilities | $1.6M | 0.3% | 38K | +4% | |||
| 85 | $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | Energy | $1.6M | 0.3% | 30K | — | |||
| 86 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.3% | 23K | +2% | |||
| 87 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.6M | 0.3% | 5,538 | — | |||
| 88 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.3% | 34K | — | |||
| 89 | $NI | NISOURCE INC. | Utilities | $1.6M | 0.3% | 40K | +3% | |||
| 90 | $CMS | CMS ENERGY CORP | Utilities | $1.6M | 0.3% | 25K | +4% | |||
| 91 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $1.5M | 0.3% | 23K | +4% | |||
| 92 | $DIS | Walt Disney Co | Communication Services | $1.5M | 0.3% | 15K | — | |||
| 93 | $AXP | AMERICAN EXPRESS CO | Financials | $1.5M | 0.3% | 5,000 | — | |||
| 94 | $CSX | CSX CORP | Industrials | $1.5M | 0.3% | 33K | — | |||
| 95 | $EVRG | Evergy, Inc. | Utilities | $1.4M | 0.3% | 18K | +2% | |||
| 96 | $O | REALTY INCOME CORP | Real Estate | $1.4M | 0.3% | 27K | -12% | |||
| 97 | $GLW | CORNING INC /NY | Materials | $1.4M | 0.3% | 9,150 | +8% | |||
| 98 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.4M | 0.3% | 25K | — | |||
| 99 | $WTRG | Essential Utilities, Inc. | Utilities | $1.3M | 0.3% | 34K | — | |||
| 100 | $PAGP | PLAINS GP HOLDINGS LP | Energy | $1.3M | 0.3% | 51K | — | |||
| 101 | $EXC | EXELON CORP | Utilities | $1.3M | 0.2% | 32K | — | |||
| 102 | $PLTR | Palantir Technologies Inc. | Technology | $1.3M | 0.2% | 7,000 | — | |||
| 103 | $MRK | Merck & Co., Inc. | Healthcare | $1.3M | 0.2% | 8,950 | — | |||
| 104 | $ES | EVERSOURCE ENERGY | Utilities | $1.3M | 0.2% | 20K | — | |||
| 105 | $OKLO | Oklo Inc. | Utilities | $1.3M | 0.2% | 35K | -23% | |||
| 106 | $STAG | STAG Industrial, Inc. | Real Estate | $1.3M | 0.2% | 35K | -5% | |||
| 107 | $REG | REGENCY CENTERS CORP | Real Estate | $1.2M | 0.2% | 17K | — | |||
| 108 | $JCI | Johnson Controls International plc | Industrials | $1.2M | 0.2% | 8,253 | — | |||
| 109 | $ATO | ATMOS ENERGY CORP | Energy | $1.2M | 0.2% | 7,800 | +12% | |||
| 110 | $TRNO | Terreno Realty Corp | Real Estate | $1.2M | 0.2% | 19K | -5% | |||
| 111 | $MA | Mastercard Inc | Financials | $1.2M | 0.2% | 2,150 | — | |||
| 112 | $GOOG | Alphabet Inc. | Technology | $1.2M | 0.2% | 3,450 | — | |||
| 113 | $NOW | ServiceNow, Inc. | Technology | $1.2M | 0.2% | 8,700 | +6% | |||
| 114 | $BRX | Brixmor Property Group Inc. | Real Estate | $1.1M | 0.2% | 41K | — | |||
| 115 | $EQT | EQT Corp | Energy | $1.1M | 0.2% | 24K | — | |||
| 116 | $HST | HOST HOTELS & RESORTS, INC. | Real Estate | $1.1M | 0.2% | 51K | +9% | |||
| 117 | $SO | SOUTHERN CO | Utilities | $1.1M | 0.2% | 14K | +5% | |||
| 118 | $CNP | CENTERPOINT ENERGY INC | Utilities | $1.1M | 0.2% | 30K | +5% | |||
| 119 | $CTRE | CareTrust REIT, Inc. | Real Estate | $1.1M | 0.2% | 30K | +5% | |||
| 120 | $RHP | Ryman Hospitality Properties, Inc. | Real Estate | $1.1M | 0.2% | 8,855 | +39% | |||
| 121 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $1.1M | 0.2% | 9,700 | — | |||
| 122 | $GLPI | Gaming & Leisure Properties, Inc. | Real Estate | $1.0M | 0.2% | 27K | -7% | |||
| 123 | $HAL | HALLIBURTON CO | Energy | $978K | 0.2% | 31K | +3% | |||
| 124 | $ADC | AGREE REALTY CORP | Real Estate | $962K | 0.2% | 14K | +15% | |||
| 125 | $BX | Blackstone Inc. | Financials | $958K | 0.2% | 8,550 | -30% | |||
| 126 | $SUI | SUN COMMUNITIES INC | Real Estate | $947K | 0.2% | 8,550 | -4% | |||
| 127 | $PM | Philip Morris International Inc. | Consumer Staples | $935K | 0.2% | 4,900 | — | |||
| 128 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $933K | 0.2% | 4,425 | — | |||
| 129 | $LMT | LOCKHEED MARTIN CORP | Industrials | $891K | 0.2% | 1,750 | +30% | |||
| 130 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $886K | 0.2% | 3,800 | — | |||
| 131 | $CDP | COPT DEFENSE PROPERTIES | Real Estate | $878K | 0.2% | 26K | +20% | |||
| 132 | $DELL | Dell Technologies Inc. | Technology | $874K | 0.2% | 1,624 | — | |||
| 133 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $871K | 0.2% | 5,320 | +3% | |||
| 134 | $QCOM | QUALCOMM INC/DE | Technology | $856K | 0.2% | 4,650 | +8% | |||
| 135 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $852K | 0.2% | 13K | — | |||
| 136 | $IDA | IDACORP INC | Utilities | $817K | 0.1% | 6,250 | -16% | |||
| 137 | $NRG | NRG ENERGY, INC. | Utilities | $799K | 0.1% | 8,350 | +6% | |||
| 138 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $787K | 0.1% | 5,415 | -4% | |||
| 139 | $WPC | W. P. Carey Inc. | Real Estate | $769K | 0.1% | 12K | +3% | |||
| 140 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $764K | 0.1% | 2,836 | -7% | |||
| 141 | $CF | CF Industries Holdings, Inc. | Materials | $760K | 0.1% | 6,600 | — | |||
| 142 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $754K | 0.1% | 17K | — | |||
| 143 | $CWEN | Clearway Energy, Inc. | Utilities | $754K | 0.1% | 26K | +6% | |||
| 144 | $WM | WASTE MANAGEMENT INC | Utilities | $744K | 0.1% | 3,650 | +4% | |||
| 145 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $736K | 0.1% | 1,090 | — | |||
| 146 | $ITT | ITT INC. | Industrials | $716K | 0.1% | 3,550 | -38% | |||
| 147 | $CPK | CHESAPEAKE UTILITIES CORP | Energy | $713K | 0.1% | 5,550 | — | |||
| 148 | $EGP | EASTGROUP PROPERTIES INC | Real Estate | $711K | 0.1% | 3,600 | — | |||
| 149 | $EXE | EXPAND ENERGY Corp | Energy | $702K | 0.1% | 8,350 | -8% | |||
| 150 | $EIX | EDISON INTERNATIONAL | Utilities | $691K | 0.1% | 13K | -4% |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 75 added to, 80 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$SBRASabra Health Care REIT, Inc.$296K
first bought this quarter
Added to (75)
now $6.4M · held 11+ qtrs, 7 adds in a row
$VMRKVIVMARK RESIDENTIAL+122%
now $1.7M · held 11+ qtrs
$AHRAmerican Healthcare REIT, Inc.+214%
now $564K
$TPLTexas Pacific Land Corp+13%
now $3.2M · held 11+ qtrs, 3 adds in a row
$RHPRyman Hospitality Properties, Inc.+39%
now $1.1M · held 3 qtrs, 3 adds in a row
$PANWPalo Alto Networks Inc+12%
now $2.6M · held 11+ qtrs
+69 more in the Excel export
Trimmed (80)
- VANGUARD INDEX FDS S&P 500 ETF SHS - ETF-100%
now $144K
- VANGUARD SPECIALIZED FUNDS DIV APP ETF - ETF-100%
now $384K
- WASHINGTON MUT INVS FD CL F-2 SHS - MF-99%
now $401K
- ISHARES TR RUS TOP 200 ETF - ETF-99%
now $275K
- AB LARGE CAP GROWTH FD INC ADVISOR CL - MF-99%
now $371K
$QQQINVESCO QQQ TRUST, SERIES 1-100%
now $47K
+74 more in the Excel export
Holdings by quarter
Every 13F SPIRIT OF AMERICA MANAGEMENT CORP/NY has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow SPIRIT OF AMERICA MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SPIRIT OF AMERICA MANAGEMENT's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 9% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SPIRIT OF AMERICA MANAGEMENT CORP/NY disclosed 304 positions worth $536.6M in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 6.7% of the equity portfolio, followed by $VLO and $GOOGL. During the quarter the fund opened 1 new position and exited 5 — including a new stake in $SBRA and a full exit from $AVB. The portfolio is most concentrated in Energy (32.1% of disclosed assets). All figures are sourced directly from SPIRIT OF AMERICA MANAGEMENT CORP/NY’s Form 13F-HR filing with the SEC under CIK 1041283.
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