13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001041283
Total reported value
$530.5M
$530.5M
314 檔
16.5%
In Q2 2024, Spirit Of America Management Corp/ny's U.S. equity holdings reached a combined market value of $530.5M, distributed across 314 disclosed stock positions.
During Q2 2024, Spirit Of America Management Corp/ny's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.33% | +0.38% | +788.10% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 3.06% | -0.16% | -13.20% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 2.82% | -0.49% | +193.28% | |
| 4 | VLO | Valero Energy CORP | Stock-Energy | 2.79% | -0.21% | -12.17% | |
| 5 | PSX | Phillips 66 | Stock-Energy | 2.73% | -0.29% | -14.33% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 2.65% | -0.45% | -8.03% | |
| 7 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.50% | -0.18% | -16.22% | |
| 8 | OKE | Oneok Inc | Stock-Energy | 2.37% | -0.08% | -22.99% | |
| 9 | ET | Energy Transfer LP | Stock-Energy | 2.15% | -0.14% | -6.98% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.15% | -1.28% | |
| 11 | LNG | Cheniere Energy Inc | Stock-Energy | 1.83% | -0.32% | -5.93% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.77% | -0.05% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.39% | +2.07% | |
| 14 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.59% | -0.21% | -7.92% | |
| 15 | ENB | Enbridge Inc | Stock-Energy | 1.50% | -0.11% | -5.46% | |
| 16 | TRGP | Targa Resources CORP | Stock-Energy | 1.49% | -0.05% | -0.55% | |
| 17 | MPLX | Mplx LP | Stock-Energy | 1.45% | -0.20% | -4.41% | |
| 18 | WES | Western Midstream Partners L | Stock-Energy | 1.45% | -0.04% | -0.83% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 1.44% | -0.17% | -3.64% | |
| 20 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.36% | -0.14% | -4.68% | |
| 21 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.31% | -0.08% | — | |
| 22 | BSM | Black Stone Minerals LP | Stock-Other | 1.21% | -0.02% | -10.99% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.17% | -0.13% | -0.73% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 1.13% | +0.01% | +0.96% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.16% | +33.72% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | -0.01% | — | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.89% | -0.01% | -13.30% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.08% | +0.95% | |
| 29 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.86% | -0.04% | — | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.69% | — | |
| 31 | FANG | Diamondback Energy Inc | Stock-Energy | 0.77% | -0.09% | +12.43% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.04% | — | |
| 33 | EOG | Eog Resources Inc | Stock-Energy | 0.76% | -0.08% | +6.86% | |
| 34 | WELL | Welltower Inc | Stock-Real Estate | 0.74% | +0.17% | +3.84% | |
| 35 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.74% | — | +6453.67% | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.68% | +0.82% | — | |
| 37 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.65% | +0.14% | +24.13% | |
| 38 | COP | Conocophillips | Stock-Energy | 0.65% | -0.20% | +22.27% | |
| 39 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.63% | -0.05% | -1.32% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.10% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.13% | +3.54% | |
| 42 | BP | Bp Plc-spons Adr | Stock-Energy | 0.60% | -0.14% | — | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.57% | -0.13% | — | |
| 44 | MRO* | Marathon Oil CORP | Stock-Other | 0.56% | — | +8.45% | |
| 45 | PBF | Pbf Energy Inc-class A | Stock-Energy | 0.56% | -0.05% | +25.13% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.10% | +3.34% | |
| 47 | BKR | Baker Hughes Co | Stock-Energy | 0.55% | -0.08% | -2.54% | |
| 48 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.54% | +0.09% | — | |
| 49 | TRP | Tc Energy CORP | Stock-Energy | 0.54% | — | — | |
| 50 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.53% | -0.10% | +21.64% |
According to official SEC Form 13F filings, Spirit Of America Management Corp/ny reported a total U.S. public equity portfolio value of $530.5M across 314 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, WMB, XOM) accounted for 16.5% of total reported equity market value during Q2 2024.
During Q2 2024, Spirit Of America Management Corp/ny's top holdings by market value included NVDA (6.3%)、WMB (3.1%)、XOM (2.8%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q2 2024, Spirit Of America Management Corp/ny made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.