Spirit-Of-America-Management-Corpny

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWE",
  "AES",
  "AR",
  "HUM",
  "BEPC",
  "AVAV",
  "FTI",
  "SOBO.TO",
  "ARM",
  "LBRT",
  "MPLX",
  "ACN",
  "ZS",
  "ITT",
  "ABT",
  "ABBV",
  "ADBE",
  "PAA",
  "SKT",
  "GOOGL",
  null,
  "AXP",
  "T",
  null,
  "AM",
  "CAT",
  "AVGO",
  "LOW",
  "FCPT",
  "LXP",
  "CCI",
  "CMI",
  "LINE",
  "DUK",
  "D",
  "NLOP",
  "ESS",
  "PAGP",
  "PLYM",
  "WTRG",
  "FRT",
  "EOG",
  "USAC",
  null,
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "DKL",
  "FE",
  "QCOM",
  "GLPI",
  "LEN",
  "IDA",
  "AMAT",
  "META",
  "PK",
  null,
  "IJH",
  "PSTL",
  "KMI",
  "LIN",
  null,
  "MPC",
  "MA",
  "MDT",
  null,
  null,
  "MSFT",
  "MAA",
  "MS",
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "NI",
  "HES",
  "OXY",
  "BX",
  "KKR",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  "VHT",
  "AMH",
  "DOC",
  null,
  "NNN",
  "REG",
  "PANW",
  "PEP",
  "IRM",
  "BSM",
  "DOW",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MAS",
  "DGX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "RTX",
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "TKO",
  "TXN",
  "TGT",
  "TMO",
  "UBER",
  "UPS",
  "OLP",
  "INN",
  "POR",
  "SHO",
  "TLN",
  "SPH",
  "SUN",
  null,
  "PNW",
  "STAG",
  "HR",
  null,
  "NJR",
  "APLE",
  "VIG",
  "TTE",
  "TRGP",
  "SU",
  "WY",
  "GMRE",
  "IEF",
  "TSM",
  "OHI",
  "PR",
  "ETR",
  "VTR",
  "AHR",
  "DD",
  "VRTX",
  "VRT",
  "HASI",
  "MUR",
  "RRC",
  "MTDR",
  "NFG",
  "PBF",
  "UGI",
  "ATO",
  "ARE",
  "VNOM",
  "SWX",
  "AEE",
  "HAL",
  "STWD",
  "TOL",
  "AMD",
  "AVB",
  "WEC",
  "EQR",
  "WM",
  "WCN",
  null,
  null,
  "AEP",
  "BKR",
  "ESRT",
  "ES",
  "GTY",
  null,
  null,
  "INVH",
  "KNTK",
  "PEG",
  "NVO",
  "DHI",
  "AMZN",
  "CMS",
  "OVV",
  null,
  "REXR",
  "TPL",
  "ELS",
  "VLO",
  "BLV",
  "VOO",
  "V",
  "VST",
  "VICI",
  "WMT",
  "WES",
  "WFC",
  "WELL",
  "WMB",
  "WPC",
  "XEL",
  "WDAY",
  "ADC",
  "LNT",
  "DTE",
  "GRMN",
  null,
  "CNQ",
  "GEN",
  "ET",
  "HIW",
  "LW",
  "KRC",
  "EIX",
  "KIM",
  "JCI",
  "HST",
  "NWN",
  "SO",
  "PPL",
  "TRP",
  "PSX",
  null,
  "SUI",
  "DINO",
  "MTUM",
  "GEV",
  "MCK",
  "HESM",
  "EXR",
  "NTAP",
  "PSA",
  "UDR",
  "NUE",
  "NRG",
  "FDX",
  "BAC",
  "BRK-B",
  "BXMT",
  "BMY",
  "BRX",
  "BXP",
  "CWT",
  "CPT",
  "CG",
  "CTRE",
  "CNC",
  "CNP",
  "CF",
  "CPK",
  "CVX",
  "LNG",
  "CHRD",
  "CMG",
  "CSCO",
  "C",
  "CWEN",
  "CNX",
  "CME",
  "KO",
  "COIN",
  "CTSH",
  "CL",
  "CAG",
  "COP",
  "CEG",
  "CDP",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CRGY",
  "CUZ",
  "CRWD",
  "CSX",
  "CUBE",
  "DELL",
  "DE",
  "DVN",
  "FANG",
  "DLR",
  "DBRG",
  "TRNO",
  "NEE",
  "NKE",
  "QQQ",
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "MCHP",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 315
Total Value: 385126126
Accession Number: 0001104659-25-036870
Form Type: 13F-HR
CIK: spirit-of-america-management-corpny
Manager Name: Spirit-Of-America-Management-Corpny

Data Enrichment

92% identified

290 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

315 positions • $385.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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EQUITY RESIDENTIAL

EQR|29476L107

Shares:33.1K

Value:$2.4M

% of Portfolio:0.6% ($2.4M/$385.1M)

Waste Connections, Inc.

WCN|94106B101

Shares:11.6K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$385.1M)

HOME DEPOT, INC.

HD|437076102

Shares:6.1K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$385.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$385.1M)

UDR, Inc.

UDR|902653104

Shares:46.1K

Value:$2.1M

% of Portfolio:0.5% ($2.1M/$385.1M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:48.9K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$385.1M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:14.0K

Value:$2.0M

% of Portfolio:0.5% ($2.0M/$385.1M)

Blackstone Inc.

BX|09260D107

Shares:13.5K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$385.1M)

Extra Space Storage Inc.

EXR|30225T102

Shares:12.7K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$385.1M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:8.7K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$385.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:24.9K

Value:$1.8M

% of Portfolio:0.5% ($1.8M/$385.1M)

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:35.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$385.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:9.2K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$385.1M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:42.5K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$385.1M)

Workday, Inc.

WDAY|98138H101

Shares:6.7K

Value:$1.6M

% of Portfolio:0.4% ($1.6M/$385.1M)

STAG Industrial, Inc.

STAG|85254J102

Shares:42.0K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$385.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.7K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$385.1M)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:69.0K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$385.1M)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:28.9K

Value:$1.5M

% of Portfolio:0.4% ($1.5M/$385.1M)

Duke Energy CORP

DUK|26441C204

Shares:11.8K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$385.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQUITY RESIDENTIAL(EQRcusip29476L107)	33.1K	QoQ +2.15% (+700) YoY +7.81% (+2.4K)	All Managers (Combined)	$2.4M	0.6% ($2.4M/$385.1M)	QoQ +1.90% (+$44.3K) YoY +22.28% (+$431.9K)
Waste Connections, Inc.(WCNcusip94106B101)	11.6K	QoQ -5.70% (-700) YoY -13.45% (-1.8K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$385.1M)	QoQ +7.27% (-$153.2K) YoY -1.79% (-$41.3K)
HOME DEPOT, INC.(HDcusip437076102)	6.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$385.1M)	QoQ -5.78% (-$138.1K) YoY -4.46% (-$105.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ 0.00% (+0) YoY +1.25% (+50)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$385.1M)	QoQ +17.49% (+$318.8K) YoY +28.24% (+$471.5K)
UDR, Inc.(UDRcusip902653104)	46.1K	QoQ +1.09% (+500) YoY +5.73% (+2.5K)	All Managers (Combined)	$2.1M	0.5% ($2.1M/$385.1M)	QoQ +5.19% (+$102.8K) YoY +27.66% (+$451.3K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	48.9K	QoQ -1.01% (-500) YoY +15.46% (-6.5K)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$385.1M)	QoQ +7.92% (-$150.0K) YoY -11.94% (-$277.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	14.0K	QoQ 0.00% (-0) YoY -1.40% (-200)	All Managers (Combined)	$2.0M	0.5% ($2.0M/$385.1M)	QoQ -10.76% (-$245.5K) YoY -30.62% (-$898.0K)
Blackstone Inc.(BXcusip09260D107)	13.5K	QoQ +7.14% (-900) YoY +16.88% (+1.9K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$385.1M)	QoQ -13.13% (-$285.5K) YoY +24.36% (+$369.7K)
Extra Space Storage Inc.(EXRcusip30225T102)	12.7K	QoQ -3.05% (-400) YoY -38.23% (-7.8K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$385.1M)	QoQ -3.77% (-$73.9K) YoY -37.61% (-$1.1M)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	8.7K	QoQ 0.00% (-0) YoY -2.80% (-250)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$385.1M)	QoQ -6.25% (-$122.3K) YoY +0.26% (-$4.9K)
NEXTERA ENERGY INC(NEEcusip65339F101)	24.9K	QoQ +12.16% (+2.7K) YoY +62.21% (+9.6K)	All Managers (Combined)	$1.8M	0.5% ($1.8M/$385.1M)	QoQ +10.91% (+$173.6K) YoY +79.93% (+$784.1K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	35.1K	QoQ 0.00% (-0) YoY +26.71% (-7.4K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$385.1M)	QoQ -0.10% (-$1.8K) YoY -3.75% (-$67.7K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	9.2K	QoQ -2.13% (-200) YoY -11.99% (-1.3K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$385.1M)	QoQ -6.20% (-$109.2K) YoY -9.21% (-$167.4K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	42.5K	QoQ -1.84% (-800) YoY +22.15% (-7.7K)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$385.1M)	QoQ +12.15% (-$172.1K) YoY -8.95% (-$156.1K)
Workday, Inc.(WDAYcusip98138H101)	6.7K	QoQ 0.00% (-0) YoY -9.48% (-700)	All Managers (Combined)	$1.6M	0.4% ($1.6M/$385.1M)	QoQ -9.49% (-$163.7K) YoY -22.50% (-$452.9K)
STAG Industrial, Inc.(STAGcusip85254J102)	42.0K	QoQ -2.32% (-1.0K) YoY -8.70% (-4.0K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$385.1M)	QoQ +4.31% (-$62.7K) YoY -14.21% (-$251.1K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$385.1M)	QoQ -4.59% (-$71.5K) YoY +30.78% (+$349.1K)
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	69.0K	QoQ 0.00% (+0) YoY -2.81% (-2.0K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$385.1M)	QoQ +16.21% (+$205.6K) YoY +13.74% (-$178.1K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	28.9K	QoQ 0.00% (+0) YoY -13.47% (-4.5K)	All Managers (Combined)	$1.5M	0.4% ($1.5M/$385.1M)	QoQ +5.68% (+$79.1K) YoY -4.40% (-$67.8K)
Duke Energy CORP(DUKcusip26441C204)	11.8K	QoQ +3.94% (+450) YoY +82.30% (+5.3K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$385.1M)	QoQ +17.67% (+$217.1K) YoY +129.92% (+$816.7K)