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CIK: 0001041283
Total reported value
$530.5M
$530.5M
306 檔
13.7%
As reported in its official Q1 2026 Form 13F filing, Spirit Of America Management Corp/ny's tracked investment portfolio stood at $530.5M with 306 total positions.
Spirit Of America Management Corp/ny executed strategic sector rebalancing during Q1 2026, establishing 4 new positions while fully exiting 5 holdings and trimming 48 positions.
Showing top 200 holdings (of 306 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.58% | +0.38% | -2.29% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +0.39% | -0.23% | |
| 3 | VLO | Valero Energy CORP | Stock-Energy | 2.24% | -0.21% | — | |
| 4 | WMB | Williams Cos Inc | Stock-Energy | 2.10% | -0.16% | -0.34% | |
| 5 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.92% | -0.18% | +0.76% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 1.84% | -0.49% | +8.08% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.15% | -0.28% | |
| 8 | TRGP | Targa Resources CORP | Stock-Energy | 1.77% | -0.05% | -7.98% | |
| 9 | PSX | Phillips 66 | Stock-Energy | 1.74% | -0.29% | -1.12% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 1.72% | -0.45% | -0.59% | |
| 11 | LNG | Cheniere Energy Inc | Stock-Energy | 1.69% | -0.32% | +0.67% | |
| 12 | WELL | Welltower Inc | Stock-Real Estate | 1.62% | +0.17% | — | |
| 13 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.58% | -0.21% | -2.86% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.56% | +0.69% | +0.90% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.16% | +4.20% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.05% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.08% | +2.21% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 1.33% | -0.11% | -11.43% | |
| 19 | CEG | Constellation Energy | Stock-Utilities | 1.19% | -0.17% | +3.59% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.13% | -0.10% | +1.99% | |
| 21 | GEV | GE Vernova Inc | Stock-Industrials | 1.11% | +0.45% | +14.16% | |
| 22 | VST | Vistra CORP | Stock-Utilities | 1.03% | +0.02% | +4.04% | |
| 23 | EPD | Enterprise Products Partners | Stock-Energy | 1.01% | -0.17% | -12.63% | |
| 24 | EQIX | Equinix Inc | Stock-Real Estate | 1.00% | +0.01% | — | |
| 25 | ET | Energy Transfer LP | Stock-Energy | 0.97% | -0.14% | -15.83% | |
| 26 | COP | Conocophillips | Stock-Energy | 0.97% | -0.20% | +8.75% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.92% | -0.13% | -17.96% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.90% | -0.04% | +1.80% | |
| 29 | MPLX | Mplx LP | Stock-Energy | 0.89% | -0.20% | -12.17% | |
| 30 | OKE | Oneok Inc | Stock-Energy | 0.89% | -0.08% | -5.65% | |
| 31 | BKR | Baker Hughes Co | Stock-Energy | 0.85% | -0.08% | +17.50% | |
| 32 | TLN | Talen Energy CORP | Stock-Utilities | 0.81% | +0.14% | +7.98% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.80% | +0.82% | — | |
| 34 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.80% | -0.08% | -3.70% | |
| 35 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.80% | -0.04% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | -0.01% | -9.98% | |
| 37 | MCK | Mckesson CORP | Stock-Healthcare | 0.79% | -0.13% | -1.07% | |
| 38 | ETR | Entergy CORP | Stock-Utilities | 0.79% | -0.01% | +2.45% | |
| 39 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.78% | +0.14% | +1.59% | |
| 40 | PLD | Prologis Inc | Stock-Real Estate | 0.77% | -0.01% | — | |
| 41 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.77% | -0.14% | -12.30% | |
| 42 | WES | Western Midstream Partners L | Stock-Energy | 0.74% | -0.04% | -8.49% | |
| 43 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.70% | +0.20% | +2.16% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.69% | -0.10% | -2.43% | |
| 45 | PPL | Ppl CORP | Stock-Utilities | 0.65% | -0.05% | +4.85% | |
| 46 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.63% | +0.09% | +6.30% | |
| 47 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.62% | +0.09% | — | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.62% | +0.04% | — | |
| 49 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.03% | +6.12% | |
| 50 | TRP | Tc Energy CORP | Stock-Energy | 0.60% | — | -19.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +0.7% | — | Unchanged |
| 2 | MPC | Marathon Petroleum CORP | +0.6% | +0.76% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +8.08% | Add |
| 4 | LNG | Cheniere Energy Inc | +0.5% | +0.67% | Add |
| 5 | PSX | Phillips 66 | +0.4% | -1.12% | Trim |
| 6 | CVX | Chevron CORP | +0.4% | -0.59% | Trim |
| 7 | GEV | GE Vernova Inc | +0.3% | +14.16% | Add |
| 8 | COP | Conocophillips | +0.3% | +8.75% | Add |
| 9 | BKR | Baker Hughes Co | +0.3% | +17.50% | Add |
| 10 | TRGP | Targa Resources CORP | +0.3% | -7.98% | Trim |
| 11 | TPL | Texas Pacific Land CORP | +0.2% | +6.30% | Add |
| 12 | WMB | Williams Cos Inc | +0.2% | -0.34% | Trim |
| 13 | VRT | Vertiv Holdings Co-a | +0.2% | +2.16% | Add |
| 14 | CAT | Caterpillar Inc | +0.2% | +0.90% | Add |
| 15 | EQIX | Equinix Inc | +0.2% | — | Unchanged |
| 16 | KMI | Kinder Morgan, Inc. | +0.2% | -2.86% | Trim |
| 17 | AMAT | Applied Materials Inc | +0.2% | — | Unchanged |
| 18 | EOG | Eog Resources Inc | +0.1% | +2.63% | Add |
| 19 | PBF | Pbf Energy Inc-class A | +0.1% | — | Unchanged |
| 20 | CTRE | Caretrust Reit Inc | +0.1% | +400.00% | Add |
| 21 | BP | Bp Plc-spons Adr | +0.1% | — | Unchanged |
| 22 | OXY | Occidental Petroleum CORP | +0.1% | — | Unchanged |
| 23 | IRM | Iron Mountain Inc | +0.1% | +1.59% | Add |
| 24 | ETR | Entergy CORP | +0.1% | +2.45% | Add |
| 25 | NEE | Nextera Energy Inc | +0.1% | +1.99% | Add |
| 26 | FANG | Diamondback Energy Inc | +0.1% | — | Unchanged |
| 27 | PAA | Plains All Amer Pipeline LP | +0.1% | -3.70% | Trim |
| 28 | CTRA | Coterra Energy Inc | +0.1% | — | Unchanged |
| 29 | DVN | Devon Energy CORP | +0.1% | — | Unchanged |
| 30 | DE | Deere & Co | +0.1% | — | Unchanged |
| 31 | SLB | Slb LTD | +0.1% | +1.45% | Add |
| 32 | GLW | Corning Inc | +0.1% | +3.75% | Add |
| 33 | OKE | Oneok Inc | +0.1% | -5.65% | Trim |
| 34 | DLR | Digital Realty Trust Inc | +0.1% | — | Unchanged |
| 35 | VTR | Ventas Inc | +0.1% | +14.51% | Add |
| 36 | DINO | Hf Sinclair CORP | +0.1% | -1.81% | Trim |
| 37 | CF | Cf Industries Holdings Inc | +0.1% | — | Unchanged |
| 38 | DUK | Duke Energy CORP | +0.1% | +6.12% | Add |
| 39 | WEC | Wec Energy Group Inc | +0.1% | +7.85% | Add |
| 40 | AEP | American Electric Power | +0.1% | +5.04% | Add |
| 41 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 42 | HAL | Halliburton Co | +0.1% | — | Unchanged |
| 43 | PPL | Ppl CORP | 0% | +4.85% | Add |
| 44 | DTE | Dte Energy Company | 0% | +5.37% | Add |
| 45 | REG | Regency Centers CORP | 0% | +21.64% | Add |
| 46 | XEL | Xcel Energy Inc | 0% | +8.97% | Add |
| 47 | SRE | Sempra | 0% | +6.74% | Add |
| 48 | FE | Firstenergy CORP | 0% | +4.88% | Add |
| 49 | AEE | Ameren Corporation | 0% | +6.82% | Add |
| 50 | CMS | Cms Energy CORP | 0% | +5.99% | 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 306 disclosed positions in Q1 2026.
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, VLO) accounted for 13.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
RHP
市值: $397.2K
Top Position Liquidated / Trimmed
WDAY
前期市值: $945.0K
During Q1 2026, Spirit Of America Management Corp/ny's top holdings by market value included NVDA (5.6%)、GOOGL (2.5%)、VLO (2.2%). The largest single position, NVDA, represented 5.6% of total portfolio value.
In Q1 2026, Spirit Of America Management Corp/ny made 122 total portfolio adjustments, initiating 4 new buys, adding to 65 positions, trimming 48 holdings, and fully liquidating 5 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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