Spirit Of America Management Corp 13F Holdings · Q2 2026
Spirit Of America Management Corp reported 308 securities worth $530.49M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (5.96%), GOOGL (2.90%), CAT (2.25%). Among its top 25 positions this quarter: 8 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | $31.6M | 5.96% | 158,020 | Trimmed |
| 2 | GOOGL | Alphabet, Inc. | $15.4M | 2.90% | 43,100 | Trimmed |
| 3 | CAT | Caterpillar, Inc. | $11.9M | 2.25% | 11,190 | Hold |
| 4 | VLO | Valero Energy Corporation | $10.8M | 2.03% | 41,284 | Trimmed |
| 5 | AAPL | Apple, Inc. | $10.3M | 1.94% | 35,482 | Trimmed |
| 6 | WMB | Williams Companies, Inc. (The) | $10.3M | 1.94% | 138,332 | Trimmed |
| 7 | WELL | Welltower, Inc. | $9.5M | 1.79% | 41,725 | Added |
| 8 | MPC | Marathon Petroleum Corporation | $9.2M | 1.74% | 36,175 | Trimmed |
| 9 | TRGP | Targa Resources Corporation | $9.1M | 1.72% | 34,033 | Trimmed |
| 10 | AMZN | Amazon.com, Inc. | $8.7M | 1.64% | 36,550 | Added |
| 11 | AMAT | Applied Materials, Inc. | $8.6M | 1.62% | 11,920 | Hold |
| 12 | GEV | GE Vernova, Inc. | $8.3M | 1.56% | 7,030 | Added |
| 13 | PSX | Phillips 66 | $7.7M | 1.45% | 45,436 | Trimmed |
| 14 | JPM | JPMorgan Chase & Company | $7.6M | 1.42% | 23,092 | Hold |
| 15 | KMI | Kinder Morgan, Inc. | $7.3M | 1.37% | 227,994 | Trimmed |
| 16 | LNG | Cheniere Energy, Inc. | $7.3M | 1.37% | 30,450 | Added |
| 17 | MSFT | Microsoft Corporation | $7.2M | 1.36% | 19,299 | Hold |
| 18 | XOM | Exxon Mobil Corporation | $7.2M | 1.35% | 52,447 | Trimmed |
| 19 | CVX | Chevron Corporation | $6.8M | 1.27% | 40,788 | Trimmed |
| 20 | ENB | Enbridge, Inc. | $6.5M | 1.22% | 119,777 | Trimmed |
| 21 | VST | Vistra Corporation | $5.6M | 1.05% | 35,200 | Added |
| 22 | NEE | NextEra Energy, Inc. | $5.5M | 1.03% | 62,225 | Added |
| 23 | AMD | Advanced Micro Devices, Inc. | $5.4M | 1.02% | 9,300 | Added |
| 24 | CEG | Constellation Energy Corp. | $5.4M | 1.02% | 21,850 | Added |
| 25 | EQIX | Equinix, Inc. | $5.4M | 1.01% | 5,160 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR