Fund HoldingsSPIRIT OF AMERICA MANAGEMENT CORP/NY

Total Portfolio Value
$530.49M
Total Bought
$37.32M
Total Sold
$29.06M
Net Transaction
+$8.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Applied Materials, Inc.11,92011,92004,0748,6181.62%+4,544
Caterpillar, Inc.(CAT)11,19011,19007,92811,9162.25%+3,989
Advanced Micro Devices, Inc.(AMD)09,300+9,30005,4021.02%+5,402
NVIDIA Corporation(NVDA)0158,020+158,020031,6185.96%+31,618
Alphabet, Inc.(GOOG)043,100+43,100015,4032.90%+15,403
GE Vernova, Inc.(GEV)6,4507,030+5805,6308,2591.56%+2,629
Crowdstrike Holdings, Inc.(CRWD)05,850+5,85004,4640.84%+4,464
Devon Energy Corporation(DVN)36,45078,800+42,3501,8343,2560.61%+1,422
Welltower, Inc.(WELL)41,42541,725+3008,1909,4701.79%+1,280
Amazon.com, Inc.(AMZN)036,550+36,55008,7111.64%+8,711
Apple, Inc.(AAPL)035,482+35,482010,2671.94%+10,267
Vertiv Holdings Company(VRT)14,20014,20003,5584,7540.90%+1,196
Palo Alto Networks, Inc.(PANW)05,900+5,90002,0120.38%+2,012
Corning, Inc.(GLW)8,3008,500+2001,1292,1710.41%+1,043
Honeywell International, Inc.04,425+4,42509910.19%+991
Honeywell Aerospace, Inc.04,425+4,42509780.18%+978
Iron Mountain, Inc.(IRM)38,45038,650+2003,9274,8820.92%+955
Talen Energy Corporation(TLN)013,050+13,05005,0150.95%+5,015
Eli Lilly & Company(LLY)03,015+3,01503,6160.68%+3,616
Texas Instruments, Inc.(TXN)8,1008,000-1001,5732,3850.45%+812
JPMorgan Chase & Company(JPM)023,092+23,09207,5591.42%+7,559
Broadcom, Inc.(AVGO)06,900+6,90002,6060.49%+2,606
Cisco Systems, Inc.(CSCO)017,450+17,45002,0500.39%+2,050
Cummins, Inc.(CMI)3,6003,60001,9372,5680.48%+631
Simon Property Group, Inc.(SPG)016,850+16,85003,7690.71%+3,769
Texas Pacific Land Corporation(TPL)6,7458,695+1,9503,2013,8050.72%+604
Citigroup, Inc.(C)021,250+21,25002,9740.56%+2,974
Goldman Sachs Group, Inc. (The)(GS)02,765+2,76502,7960.53%+2,796
Tesla, Inc.(TSLA)06,475+6,47502,7230.51%+2,723
Dell Technologies, Inc.(DELL)01,624+1,62407010.13%+701
COPT Defense Properties(CDP)022,000+22,00008010.15%+801
Host Hotels & Resorts, Inc.(HST)046,900+46,90001,1120.21%+1,112
Ryman Hospitality Properties, Inc.(RHP)4,3056,355+2,0503978170.15%+420
EastGroup Properties, Inc.(EGP)1,7503,600+1,8503247290.14%+405
Deere & Company(DE)5,5605,56003,1323,5270.66%+395
Extra Space Storage, Inc.(EXR)012,480+12,48001,8130.34%+1,813
Public Storage(PSA)7,9257,92502,1472,5230.48%+376
Vistra Corporation(VST)035,200+35,20005,5841.05%+5,584
Agree Realty Corporation012,500+12,50009470.18%+947
ARM Holdings plc01,500+1,50005320.10%+532
Equinix, Inc.(EQIX)5,1605,16005,0585,3791.01%+321
Visa, Inc.(V)07,450+7,45002,5560.48%+2,556
American Tower Corporation(AMT)05,170+5,17008460.16%+846
Taiwan Semiconductor Manufacturing Company Ltd.(TSM)01,350+1,35006450.12%+645
Ventas, Inc.(VTR)32,35033,050+7002,6462,9350.55%+289
QUALCOMM, Inc.(QCOM)04,300+4,30007950.15%+795
Humana, Inc.(HUM)01,150+1,15004570.09%+457
CareTrust REIT, Inc.(CTRE)25,00028,500+3,5009161,1500.22%+234
CSX Corporation(CSX)32,60032,60001,3381,5490.29%+211
Bank of America Corporation025,350+25,35001,4440.27%+1,444
Alphabet, Inc.(GOOG)03,450+3,45001,2190.23%+1,219
WP Carey, Inc.(WPC)011,500+11,50008220.15%+822
Omega Healthcare Investors, Inc.(OHI)047,000+47,00002,2410.42%+2,241
American Express Company(AXP)05,000+5,00001,6910.32%+1,691
Microchip Technology, Inc.(MCHP)06,450+6,45005880.11%+588
Federal Realty Investment Trust(FRT)09,700+9,70001,1970.23%+1,197
Targa Resources Corporation(TRGP)35,73334,033-1,7008,9599,1261.72%+166
Atmos Energy Corporation(ATO)5,6006,950+1,3501,0341,1970.23%+163
HF Sinclair Corporation(DINO)27,17626,676-5001,6961,8580.35%+162
DTE Energy Company(DTB)15,70016,100+4002,2962,4530.46%+158
Rexford Industrial Realty, Inc.(REXR)014,750+14,75004940.09%+494
Gen Digital, Inc.(GEN)024,700+24,70006150.12%+615
Regency Centers Corporation(REG)16,30017,300+1,0001,2331,3800.26%+146
TC Energy Corporation(TRP)048,078+48,07803,1870.60%+3,187
Janus Living, Inc.(JAN)05,000+5,00001440.03%+144
NetApp, Inc.(NTAP)02,600+2,60004020.08%+402
American Electric Power Company, Inc.17,70017,950+2502,3202,4560.46%+136
ServiceNow, Inc.(NOW)08,200+8,20008140.15%+814
Morgan Stanley(MS)03,000+3,00006270.12%+627
Fedex Freight Holding Company, Inc.0850+85001280.02%+128
Johnson Controls International plc
SHS
8,2538,25301,0811,2060.23%+125
Oklo, Inc.(OKLO)045,050+45,05002,3570.44%+2,357
Marvell Technology, Inc.(MRVL)0400+40001190.02%+119
Entergy Corporation(ETR)35,55035,800+2503,9944,1120.78%+118
Excelerate Energy, Inc.(EE)03,000+3,00001140.02%+114
Brixmor Property Group, Inc.(BRX)41,47541,47501,1941,3080.25%+113
American Healthcare REIT, Inc.(AHR)03,500+3,50001830.03%+183
Evergy, Inc.(EVRG)17,75018,100+3501,4541,5640.29%+110
Blackstone Digital Infrastructure Trust, Inc.05,000+5,00001080.02%+108
Ameren Corporation(AEE)16,45016,950+5001,8081,9160.36%+108
International Business Machines Corporation(IBM)02,668+2,66807500.14%+750
Healthpeak Properties, Inc.(DOC)020,217+20,21704330.08%+433
BXP, Inc.(BXP)06,915+6,91504590.09%+459
Home Depot, Inc. (The)(HD)05,538+5,53801,9530.37%+1,953
Prologis, Inc.(PLD)29,65129,65103,9194,0170.76%+98
American Homes 4 Rent(AMH)017,300+17,30005800.11%+580
Berkshire Hathaway, Inc.04,395+4,39502,1990.41%+2,199
Philip Morris International, Inc.(PM)04,900+4,90008860.17%+886
NiSource, Inc.(NI)37,30038,550+1,2501,7401,8330.35%+93
AbbVie, Inc.(ABBV)016,350+16,35004,1140.78%+4,114
IDACORP, Inc.(IDA)7,2007,400+2001,0291,1200.21%+90
Starbucks Corporation(SBUX)4,4504,750+3003994850.09%+87
Xcel Energy, Inc.(XEL)25,50026,300+8002,0262,1120.40%+86
Dominion Energy, Inc.(D)08,100+8,10005530.10%+553
CenterPoint Energy, Inc.(CNP)27,50028,800+1,3001,1871,2680.24%+81
Freeport-McMoRan, Inc.(FCX)4,5005,500+1,0002653460.07%+81
WEC Energy Group, Inc.(WEC)21,30021,800+5002,4662,5460.48%+80
Altria Group, Inc.(MO)12,65012,65008359100.17%+75
CoreWeave, Inc.(CRWV)03,400+3,40003380.06%+338
Merck & Company, Inc.(MRK)8,9508,95001,0771,1500.22%+73
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