StockDriftsStockDriftsTop 50 Spirit Of America Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 5.96% | 158.0K | $31.6M | -2.53%(-4.10K) | $6.40(+3430.13%) | 2026-06-30 | |
| GOOGL | Alphabet, Inc. | 2.9% | 43.1K | $15.4M | -2.71%(-1.20K) | $106.64(+223.24%) | 2026-06-30 | |
| CAT | Caterpillar, Inc. | 2.25% | 11.2K | $11.9M | +0.00%(+0) | $106.64(+715.34%) | 2026-06-30 | |
| VLO | Valero Energy Corporation | 2.03% | 41.3K | $10.8M | -9.93%(-4.55K) | $67.24(+416.68%) | 2026-06-30 | |
| WMB | Williams Companies, Inc. (The) | 1.94% | 138.3K | $10.3M | -5.34%(-7.80K) | $25.92(+186.53%) | 2026-06-30 | |
| AAPL | Apple, Inc. | 1.94% | 35.5K | $10.3M | -0.56%(-200) | $6.78(+4403.38%) | 2026-06-30 | |
| WELL | Welltower, Inc. | 1.79% | 41.7K | $9.5M | +0.72%(+300) | $90.20(+159.85%) | 2026-06-30 | |
| MPC | Marathon Petroleum Corporation | 1.74% | 36.2K | $9.2M | -9.28%(-3.70K) | $62.92(+464.90%) | 2026-06-30 | |
| TRGP | Targa Resources Corporation | 1.72% | 34.0K | $9.1M | -4.76%(-1.70K) | $66.29(+314.46%) | 2026-06-30 | |
| AMZN | Amazon.com, Inc. | 1.64% | 36.5K | $8.7M | +1.67%(+600) | $170.23(+54.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.73% | +84.87% | +16.61% | +115.60% |
| Top 20 Holdings Unweighted | +22.15% | +82.27% | +16.64% | +115.93% |
Spirit Of America Management CORP reports $530.49M in US-listed equity holdings across 308 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.0%), GOOGL (2.9%) and CAT (2.3%). The top 20 holdings account for 37.9% of reported assets. Its disclosed equity book has returned +84.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Spirit Of America Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1041283). View Spirit Of America Management CORP’s 13F filings on SEC