StockDriftsStockDriftsTop 50 Spirit Of America Management CORP Ny Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corporation | 6.67% | 156.6K | $35.8M | -0.89%(-1.40K) | $6.40(+3289.98%) | 2026-09-30 | |
| VLO | Valero Energy Corporation | 2.95% | 40.8K | $15.8M | -1.21%(-500) | $67.24(+544.39%) | 2026-09-30 | |
| GOOGL | Alphabet, Inc. | 2.74% | 42.7K | $14.7M | -0.93%(-400) | $96.39(+257.09%) | 2026-09-30 | |
| MPC | Marathon Petroleum Corporation | 2.66% | 36.1K | $14.3M | -0.14%(-50) | $62.92(+652.87%) | 2026-09-30 | |
| AAPL | Apple, Inc. | 2.19% | 35.3K | $11.7M | -0.56%(-200) | $6.78(+4957.27%) | 2026-09-30 | |
| PSX | Phillips 66 | 2.15% | 45.1K | $11.5M | -0.66%(-300) | $80.60(+260.47%) | 2026-09-30 | |
| MSFT | Microsoft Corporation | 1.84% | 19.2K | $9.8M | -0.52%(-100) | $42.34(+1160.06%) | 2026-09-30 | |
| WELL | Welltower, Inc. | 1.79% | 41.8K | $9.6M | +0.24%(+100) | $90.53(+157.95%) | 2026-09-30 | |
| WMB | Williams Companies, Inc. (The) | 1.75% | 138.3K | $9.4M | +0.00%(+0) | $25.92(+171.48%) | 2026-09-30 | |
| TRGP | Targa Resources Corporation | 1.72% | 34.1K | $9.2M | +0.29%(+100) | $65.98(+343.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.11% | +86.59% | +19.48% | +143.53% |
| Top 20 Holdings Unweighted | +22.95% | +85.85% | +19.53% | +144.05% |
Spirit Of America Management CORP Ny reports $536.60M in US-listed equity holdings across 304 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.7%), VLO (3.0%) and GOOGL (2.7%). The top 20 holdings account for 40.4% of reported assets. Its disclosed equity book has returned +86.59% on a three-year cumulative basis. Figures reflect the Q3 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 Ny’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1041283). View Spirit Of America Management CORP Ny’s 13F filings on SEC