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CIK: 0001041283
Total reported value
$530.5M
$530.5M
308 檔
13.5%
In Q3 2025, Spirit Of America Management Corp/ny's U.S. equity holdings reached a combined market value of $530.5M, distributed across 308 disclosed stock positions.
In Q3 2025, Spirit Of America Management Corp/ny adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.33% | +0.38% | -4.73% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.16% | +0.39% | — | |
| 3 | WMB | Williams Cos Inc | Stock-Energy | 2.08% | -0.16% | -10.85% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.05% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.15% | -7.95% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 1.66% | -0.04% | +3.34% | |
| 7 | VLO | Valero Energy CORP | Stock-Energy | 1.62% | -0.21% | -13.31% | |
| 8 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.62% | -0.18% | -8.64% | |
| 9 | LNG | Cheniere Energy Inc | Stock-Energy | 1.59% | -0.32% | -9.40% | |
| 10 | ENB | Enbridge Inc | Stock-Energy | 1.55% | -0.11% | -7.27% | |
| 11 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.51% | -0.21% | -6.52% | |
| 12 | PSX | Phillips 66 | Stock-Energy | 1.46% | -0.29% | -9.63% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.43% | +0.16% | +4.00% | |
| 14 | WELL | Welltower Inc | Stock-Real Estate | 1.42% | +0.17% | +1.79% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.08% | +0.46% | |
| 16 | TRGP | Targa Resources CORP | Stock-Energy | 1.39% | -0.05% | -17.17% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.35% | -0.45% | -10.44% | |
| 18 | ET | Energy Transfer LP | Stock-Energy | 1.34% | -0.14% | -9.19% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.25% | -0.13% | — | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.24% | -0.17% | +34.16% | |
| 21 | VST | Vistra CORP | Stock-Utilities | 1.21% | +0.02% | +25.92% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.19% | -0.49% | -14.62% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 1.12% | -0.17% | -3.26% | |
| 24 | MPLX | Mplx LP | Stock-Energy | 1.09% | -0.20% | -3.13% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.06% | +0.69% | — | |
| 26 | EQIX | Equinix Inc | Stock-Real Estate | 1.02% | +0.01% | -15.56% | |
| 27 | WES | Western Midstream Partners L | Stock-Energy | 1.00% | -0.04% | -3.78% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 0.96% | -0.08% | -21.93% | |
| 29 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.96% | -0.14% | -2.13% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.95% | -0.01% | -3.52% | |
| 31 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.93% | -0.04% | -9.34% | |
| 32 | OKLO | Oklo Inc | Stock-Utilities | 0.91% | — | +46.94% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.87% | -0.10% | +6.81% | |
| 34 | TLN | Talen Energy CORP | Stock-Utilities | 0.86% | +0.14% | +54.20% | |
| 35 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.86% | -0.08% | -7.06% | |
| 36 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.80% | +0.14% | -9.94% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.73% | -0.20% | -20.25% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.72% | -0.13% | -1.06% | |
| 39 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.68% | +0.09% | +1.99% | |
| 40 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.67% | -0.05% | — | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.10% | -27.45% | |
| 42 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | -0.01% | -4.93% | |
| 43 | TRP | Tc Energy CORP | Stock-Energy | 0.66% | — | -1.64% | |
| 44 | BKR | Baker Hughes Co | Stock-Energy | 0.63% | -0.08% | -4.80% | |
| 45 | ETR | Entergy CORP | Stock-Utilities | 0.58% | -0.01% | +21.02% | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.57% | +0.45% | +190.63% | |
| 47 | PPL | Ppl CORP | Stock-Utilities | 0.56% | -0.05% | +11.99% | |
| 48 | VICI | Vici Properties Inc | Stock-Real Estate | 0.55% | -0.02% | -1.17% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.09% | +1.27% | |
| 50 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.52% | -0.06% | +1.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.2% | -4.73% | Trim |
| 2 | ORCL | Oracle CORP | +0.9% | +3.34% | Add |
| 3 | OKLO | Oklo Inc | +0.8% | +46.94% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | — | Unchanged |
| 5 | CEG | Constellation Energy | +0.7% | +34.16% | Add |
| 6 | VST | Vistra CORP | +0.7% | +25.92% | Add |
| 7 | TLN | Talen Energy CORP | +0.6% | +54.20% | Add |
| 8 | MSFT | Microsoft CORP | +0.5% | — | Trim |
| 9 | GEV | GE Vernova Inc | +0.5% | +190.63% | Add |
| 10 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +0.46% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | +4.00% | Add |
| 13 | WELL | Welltower Inc | +0.3% | +1.79% | Add |
| 14 | VRT | Vertiv Holdings Co-a | +0.2% | +9.83% | Add |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +15.89% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +29.73% | Add |
| 17 | TSLA | Tesla Inc | +0.2% | +11.76% | Add |
| 18 | ETR | Entergy CORP | +0.2% | +21.02% | Add |
| 19 | NFLX | Netflix Inc | +0.2% | +17.50% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.2% | +74.29% | Add |
| 21 | PPL | Ppl CORP | +0.2% | +11.99% | Add |
| 22 | TPL | Texas Pacific Land CORP | -0.2% | -8.15% | Unchanged |
| 23 | TRNO | Terreno Realty CORP | -0.2% | -23.80% | Trim |
| 24 | CTRA | Coterra Energy Inc | -0.2% | -27.98% | Trim |
| 25 | EOG | Eog Resources Inc | -0.2% | -18.08% | Trim |
| 26 | TGT | Target CORP | -0.2% | -91.56% | Trim |
| 27 | WCN | Waste Connections Inc | -0.2% | -39.91% | Trim |
| 28 | FANG | Diamondback Energy Inc | -0.2% | -27.78% | Trim |
| 29 | EQIX | Equinix Inc | -0.2% | -15.56% | Trim |
| 30 | CMG | Chipotle Mexican Grill Inc | -0.3% | -8.01% | Trim |
| 31 | ENB | Enbridge Inc | -0.3% | -7.27% | Trim |
| 32 | COP | Conocophillips | -0.3% | -20.25% | Trim |
| 33 | VLO | Valero Energy CORP | -0.3% | -13.31% | Trim |
| 34 | WES | Western Midstream Partners L | -0.3% | -3.78% | Trim |
| 35 | HESM | Hess Midstream LP - Class A | -0.4% | -2.13% | Trim |
| 36 | PSX | Phillips 66 | -0.4% | -9.63% | Trim |
| 37 | EPD | Enterprise Products Partners | -0.4% | -3.26% | Trim |
| 38 | BSM | Black Stone Minerals LP | -0.5% | -43.36% | Trim |
| 39 | PAA | Plains All Amer Pipeline LP | -0.5% | -7.06% | Trim |
| 40 | MPLX | Mplx LP | -0.5% | -3.13% | Trim |
| 41 | LNG | Cheniere Energy Inc | -0.7% | -9.40% | Trim |
| 42 | KMI | Kinder Morgan, Inc. | -0.7% | -6.52% | Trim |
| 43 | ET | Energy Transfer LP | -0.8% | -9.19% | Trim |
| 44 | CVX | Chevron CORP | -0.8% | -10.44% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.8% | -14.62% | Trim |
| 46 | WMB | Williams Cos Inc | -1% | -10.85% | Trim |
| 47 | TRGP | Targa Resources CORP | -1.1% | -17.17% | Trim |
| 48 | OKE | Oneok Inc | -1.3% | -21.93% | Trim |
| 49 | VNOMUSD | Viper Energy Inc-cl A | — | EXIT | Sold out |
| 50 | VNOM | Viper Energy Inc-cl A | — | NEW | New buy |
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 308 disclosed positions in Q3 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, GOOGL, WMB) accounted for 13.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
VNOM
市值: $1.1M
Top Position Liquidated / Trimmed
VNOMUSD
前期市值: $1.4M
During Q3 2025, Spirit Of America Management Corp/ny's top holdings by market value included NVDA (6.3%)、GOOGL (2.2%)、WMB (2.1%). The largest single position, NVDA, represented 6.3% of total portfolio value.
In Q3 2025, Spirit Of America Management Corp/ny made 47 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 28 holdings, and fully liquidating 1 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.
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