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CIK: 0001041283
Total reported value
$530.5M
$530.5M
314 檔
12.6%
According to the latest 13F quarterly dataset, Spirit Of America Management Corp/ny managed an equity portfolio of $530.5M at the end of Q2 2025, spanning 314 distinct U.S. exchange-listed positions.
In Q2 2025, Spirit Of America Management Corp/ny adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.85% | +0.38% | -5.05% | |
| 2 | WMB | Williams Cos Inc | Stock-Energy | 2.40% | -0.16% | -28.05% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.05% | -1.03% | |
| 4 | LNG | Cheniere Energy Inc | Stock-Energy | 1.89% | -0.32% | -22.19% | |
| 5 | TRGP | Targa Resources CORP | Stock-Energy | 1.81% | -0.05% | -19.42% | |
| 6 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.74% | -0.21% | -24.59% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.67% | +0.15% | -11.77% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.39% | — | |
| 9 | ET | Energy Transfer LP | Stock-Energy | 1.62% | -0.14% | -23.50% | |
| 10 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.58% | -0.18% | -18.17% | |
| 11 | ENB | Enbridge Inc | Stock-Energy | 1.56% | -0.11% | -18.51% | |
| 12 | VLO | Valero Energy CORP | Stock-Energy | 1.54% | -0.21% | -23.61% | |
| 13 | PSX | Phillips 66 | Stock-Energy | 1.47% | -0.29% | -19.51% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.45% | -23.90% | |
| 15 | OKE | Oneok Inc | Stock-Energy | 1.44% | -0.08% | -23.63% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +0.16% | +2.29% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.39% | -0.13% | — | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -0.49% | -26.16% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | +0.08% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 1.30% | -0.04% | +1.61% | |
| 21 | EQIX | Equinix Inc | Stock-Real Estate | 1.28% | +0.01% | +0.65% | |
| 22 | WELL | Welltower Inc | Stock-Real Estate | 1.25% | +0.17% | +3.71% | |
| 23 | MPLX | Mplx LP | Stock-Energy | 1.20% | -0.20% | -23.04% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.19% | -0.17% | -17.66% | |
| 25 | HESM | Hess Midstream LP - Class A | Stock-Other | 1.13% | -0.14% | -8.45% | |
| 26 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.07% | -0.04% | — | |
| 27 | WES | Western Midstream Partners L | Stock-Energy | 1.07% | -0.04% | -18.25% | |
| 28 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.03% | -0.08% | -18.96% | |
| 29 | VST | Vistra CORP | Stock-Utilities | 0.99% | +0.02% | +6.29% | |
| 30 | CEG | Constellation Energy | Stock-Utilities | 0.95% | -0.17% | +9.34% | |
| 31 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.93% | +0.14% | — | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.91% | -0.10% | -5.53% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.91% | -0.20% | — | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.90% | +0.69% | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.82% | -0.01% | -1.39% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.78% | -0.10% | +6.67% | |
| 37 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.73% | -0.05% | +2.37% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.72% | -0.13% | -2.58% | |
| 39 | EOG | Eog Resources Inc | Stock-Energy | 0.68% | -0.08% | — | |
| 40 | PLD | Prologis Inc | Stock-Real Estate | 0.67% | -0.01% | -3.80% | |
| 41 | TRP | Tc Energy CORP | Stock-Energy | 0.62% | — | -21.27% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.60% | +0.04% | -0.88% | |
| 43 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.59% | +0.09% | +3.53% | |
| 44 | VICI | Vici Properties Inc | Stock-Real Estate | 0.58% | -0.02% | — | |
| 45 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.57% | -0.06% | +19.91% | |
| 46 | FANG | Diamondback Energy Inc | Stock-Energy | 0.57% | -0.09% | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.13% | — | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.04% | — | |
| 49 | BKR | Baker Hughes Co | Stock-Energy | 0.54% | -0.08% | -2.87% | |
| 50 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.54% | +0.09% | +8.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.7% | -5.05% | Trim |
| 2 | MSFT | Microsoft CORP | +0.5% | -1.03% | Trim |
| 3 | ORCL | Oracle CORP | +0.5% | +1.61% | Add |
| 4 | VST | Vistra CORP | +0.4% | +6.29% | Add |
| 5 | CEG | Constellation Energy | +0.4% | +9.34% | Add |
| 6 | AMZN | Amazon.com Inc | +0.3% | +2.29% | Add |
| 7 | OKLO | Oklo Inc | +0.2% | +58.86% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | — | Unchanged |
| 10 | DLR | Digital Realty Trust Inc | +0.2% | — | Unchanged |
| 11 | TLN | Talen Energy CORP | +0.2% | +21.30% | Add |
| 12 | IRM | Iron Mountain Inc | +0.2% | — | Unchanged |
| 13 | NFLX | Netflix Inc | +0.2% | +6.67% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +13.53% | Add |
| 15 | CAT | Caterpillar Inc | +0.2% | — | Unchanged |
| 16 | VRT | Vertiv Holdings Co-a | +0.1% | — | Unchanged |
| 17 | GEV | GE Vernova Inc | +0.1% | +33.33% | Add |
| 18 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 19 | DIS | Walt Disney Co/the | +0.1% | — | Unchanged |
| 20 | BX | Blackstone Inc | +0.1% | +10.49% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 22 | IDA | Idacorp Inc | +0.1% | +137.21% | Add |
| 23 | TPL | Texas Pacific Land CORP | -0.1% | +8.87% | Add |
| 24 | CMG | Chipotle Mexican Grill Inc | -0.1% | -22.24% | Trim |
| 25 | TRNO | Terreno Realty CORP | -0.1% | -2.38% | Trim |
| 26 | MPC | Marathon Petroleum CORP | -0.1% | -18.17% | Trim |
| 27 | FANG | Diamondback Energy Inc | -0.1% | — | Unchanged |
| 28 | SLB | Slb LTD | -0.1% | — | Unchanged |
| 29 | BKR | Baker Hughes Co | -0.1% | -2.87% | Trim |
| 30 | ABBV | Abbvie Inc | -0.1% | -1.39% | Trim |
| 31 | COP | Conocophillips | -0.1% | — | Unchanged |
| 32 | TRP | Tc Energy CORP | -0.1% | -21.27% | Trim |
| 33 | HESM | Hess Midstream LP - Class A | -0.2% | -8.45% | Trim |
| 34 | ENB | Enbridge Inc | -0.3% | -18.51% | Trim |
| 35 | WES | Western Midstream Partners L | -0.3% | -18.25% | Trim |
| 36 | BSM | Black Stone Minerals LP | -0.3% | -34.70% | Trim |
| 37 | AAPL | Apple Inc | -0.3% | -11.77% | Trim |
| 38 | PAA | Plains All Amer Pipeline LP | -0.3% | -18.96% | Trim |
| 39 | LNG | Cheniere Energy Inc | -0.4% | -22.19% | Trim |
| 40 | EPD | Enterprise Products Partners | -0.4% | -17.66% | Trim |
| 41 | PSX | Phillips 66 | -0.4% | -19.51% | Trim |
| 42 | VLO | Valero Energy CORP | -0.4% | -23.61% | Trim |
| 43 | MPLX | Mplx LP | -0.4% | -23.04% | Trim |
| 44 | KMI | Kinder Morgan, Inc. | -0.4% | -24.59% | Trim |
| 45 | ET | Energy Transfer LP | -0.5% | -23.50% | Trim |
| 46 | XOM | Exxon Mobil CORP | -0.6% | -26.16% | Trim |
| 47 | WMB | Williams Cos Inc | -0.7% | -28.05% | Trim |
| 48 | TRGP | Targa Resources CORP | -0.7% | -19.42% | Trim |
| 49 | CVX | Chevron CORP | -0.7% | -23.90% | Trim |
| 50 | OKE | Oneok Inc | -0.8% | -23.63% | Trim |
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 2025.
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, MSFT) accounted for 12.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
NVDA
前期市值: $20.3M
During Q2 2025, Spirit Of America Management Corp/ny's top holdings by market value included NVDA (5.8%)、WMB (2.4%)、MSFT (2.0%). The largest single position, NVDA, represented 5.8% of total portfolio value.
In Q2 2025, Spirit Of America Management Corp/ny made 38 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 26 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.
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