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CIK: 0001041283
Total reported value
$530.5M
$530.5M
308 檔
13.7%
According to the latest 13F quarterly dataset, Spirit Of America Management Corp/ny managed an equity portfolio of $530.5M at the end of Q4 2025, spanning 308 distinct U.S. exchange-listed positions.
In Q4 2025, Spirit Of America Management Corp/ny adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 0 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 | 6.56% | +0.38% | -1.95% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.95% | +0.39% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.06% | +0.15% | -0.28% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.05% | — | |
| 5 | WMB | Williams Cos Inc | Stock-Energy | 1.87% | -0.16% | -10.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +0.16% | +6.15% | |
| 7 | WELL | Welltower Inc | Stock-Real Estate | 1.63% | +0.17% | +4.02% | |
| 8 | VLO | Valero Energy CORP | Stock-Energy | 1.58% | -0.21% | -3.58% | |
| 9 | CEG | Constellation Energy | Stock-Utilities | 1.57% | -0.17% | +10.88% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.08% | +2.73% | |
| 11 | TRGP | Targa Resources CORP | Stock-Energy | 1.52% | -0.05% | -5.82% | |
| 12 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.43% | -0.21% | -7.63% | |
| 13 | ENB | Enbridge Inc | Stock-Energy | 1.42% | -0.11% | -8.55% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 1.37% | -0.45% | -2.31% | |
| 15 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.36% | -0.18% | -5.27% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.35% | +0.69% | — | |
| 17 | PSX | Phillips 66 | Stock-Energy | 1.34% | -0.29% | -8.32% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.29% | -0.49% | -3.43% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.26% | -0.04% | +3.74% | |
| 20 | LNG | Cheniere Energy Inc | Stock-Energy | 1.24% | -0.32% | -10.96% | |
| 21 | VST | Vistra CORP | Stock-Utilities | 1.14% | +0.02% | +8.43% | |
| 22 | ET | Energy Transfer LP | Stock-Energy | 1.06% | -0.14% | -22.30% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 1.05% | -0.17% | -13.33% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.13% | -15.54% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 1.03% | -0.10% | +5.42% | |
| 26 | MPLX | Mplx LP | Stock-Energy | 1.02% | -0.20% | -16.61% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 1.00% | -0.01% | — | |
| 28 | TLN | Talen Energy CORP | Stock-Utilities | 0.95% | +0.14% | +17.82% | |
| 29 | WES | Western Midstream Partners L | Stock-Energy | 0.84% | -0.04% | -21.23% | |
| 30 | EQIX | Equinix Inc | Stock-Real Estate | 0.84% | +0.01% | -20.74% | |
| 31 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.83% | -0.14% | -17.41% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.83% | -0.08% | -19.43% | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.81% | -0.13% | — | |
| 34 | PLD | Prologis Inc | Stock-Real Estate | 0.80% | -0.01% | +2.60% | |
| 35 | GEV | GE Vernova Inc | Stock-Industrials | 0.78% | +0.45% | +21.51% | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.74% | -0.04% | -15.93% | |
| 37 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.72% | -0.08% | -24.37% | |
| 38 | TRP | Tc Energy CORP | Stock-Energy | 0.70% | — | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | +0.13% | -8.92% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.68% | -0.20% | -11.14% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.10% | -10.70% | |
| 42 | ETR | Entergy CORP | Stock-Utilities | 0.68% | -0.01% | +12.66% | |
| 43 | OKLO | Oklo Inc | Stock-Utilities | 0.68% | — | +9.06% | |
| 44 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.67% | +0.14% | -2.82% | |
| 45 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.66% | +0.09% | -6.13% | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.65% | +0.82% | -4.79% | |
| 47 | PPL | Ppl CORP | Stock-Utilities | 0.61% | -0.05% | +10.37% | |
| 48 | BKR | Baker Hughes Co | Stock-Energy | 0.58% | -0.08% | -6.98% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.04% | -1.32% | |
| 50 | DE | Deere & Co | Stock-Industrials | 0.55% | +0.04% | -1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.8% | — | Unchanged |
| 2 | CEG | Constellation Energy | +0.3% | +10.88% | Add |
| 3 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 4 | AMZN | Amazon.com Inc | +0.3% | +6.15% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | -1.95% | Trim |
| 6 | AAPL | Apple Inc | +0.2% | -0.28% | Trim |
| 7 | GEV | GE Vernova Inc | +0.2% | +21.51% | Add |
| 8 | WELL | Welltower Inc | +0.2% | +4.02% | Add |
| 9 | VTR | Ventas Inc | +0.2% | +49.08% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | -8.92% | Trim |
| 11 | TSLA | Tesla Inc | +0.2% | +31.58% | Add |
| 12 | NEE | Nextera Energy Inc | +0.2% | +5.42% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | -4.79% | Trim |
| 14 | PLD | Prologis Inc | +0.1% | +2.60% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | +4.60% | Add |
| 16 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 17 | VLO | Valero Energy CORP | 0% | -3.58% | Trim |
| 18 | COP | Conocophillips | -0.1% | -11.14% | Trim |
| 19 | BKR | Baker Hughes Co | -0.1% | -6.98% | Trim |
| 20 | VST | Vistra CORP | -0.1% | +8.43% | Add |
| 21 | EPD | Enterprise Products Partners | -0.1% | -13.33% | Trim |
| 22 | MPLX | Mplx LP | -0.1% | -16.61% | Trim |
| 23 | KMI | Kinder Morgan, Inc. | -0.1% | -7.63% | Trim |
| 24 | HD | Home Depot Inc | -0.1% | -6.52% | Trim |
| 25 | EOG | Eog Resources Inc | -0.1% | -14.41% | Trim |
| 26 | BSM | Black Stone Minerals LP | -0.1% | -53.09% | Trim |
| 27 | UDR | Udr Inc | -0.1% | -27.64% | Trim |
| 28 | MAS | Masco CORP | -0.1% | -86.67% | Trim |
| 29 | WDAY | Workday Inc-class A | -0.1% | -32.10% | Trim |
| 30 | PSX | Phillips 66 | -0.1% | -8.32% | Trim |
| 31 | ENB | Enbridge Inc | -0.1% | -8.55% | Trim |
| 32 | OKE | Oneok Inc | -0.1% | -19.43% | Trim |
| 33 | HESM | Hess Midstream LP - Class A | -0.1% | -17.41% | Trim |
| 34 | IRM | Iron Mountain Inc | -0.1% | -2.82% | Trim |
| 35 | ESS | Essex Property Trust Inc | -0.1% | -28.25% | Trim |
| 36 | PAA | Plains All Amer Pipeline LP | -0.1% | -24.37% | Trim |
| 37 | EQR | Equity Residential | -0.2% | -35.33% | Trim |
| 38 | WES | Western Midstream Partners L | -0.2% | -21.23% | Trim |
| 39 | EQIX | Equinix Inc | -0.2% | -20.74% | Trim |
| 40 | DLR | Digital Realty Trust Inc | -0.2% | -15.93% | Trim |
| 41 | WCN | Waste Connections Inc | -0.2% | -79.70% | Trim |
| 42 | WMB | Williams Cos Inc | -0.2% | -10.33% | Trim |
| 43 | COST | Costco Wholesale CORP | -0.2% | -15.54% | Trim |
| 44 | OKLO | Oklo Inc | -0.2% | +9.06% | Add |
| 45 | AVB | Avalonbay Communities Inc | -0.3% | -37.02% | Trim |
| 46 | MPC | Marathon Petroleum CORP | -0.3% | -5.27% | Trim |
| 47 | CMG | Chipotle Mexican Grill Inc | -0.3% | -82.59% | Trim |
| 48 | ET | Energy Transfer LP | -0.3% | -22.30% | Trim |
| 49 | LNG | Cheniere Energy Inc | -0.4% | -10.96% | Trim |
| 50 | ORCL | Oracle CORP | -0.4% | +3.74% | Add |
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 Q4 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, AAPL) accounted for 13.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
NVDA
前期市值: $31.6M
During Q4 2025, Spirit Of America Management Corp/ny's top holdings by market value included NVDA (6.6%)、GOOGL (3.0%)、AAPL (2.1%). The largest single position, NVDA, represented 6.6% of total portfolio value.
In Q4 2025, Spirit Of America Management Corp/ny made 47 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 35 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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