SPIRIT OF AMERICA MANAGEMENT CORP/NY

CIK 0001041283 · Q2 2026

13F Equity AUM

$530.4M

+4.7% QoQ

Positions

308

-305 QoQ

AUM Rank

#4,759

Top 38%

Skill Alpha (FF)

-3.9%/yr^ns

No Clear Edge

Rank #6,941 · Top 84%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 15.1%Top 10: 23.9%Top 20: 37.9%

NVDA6.0%

GOOGL2.9%

CAT2.3%

VLO2.0%

WMB1.9%

AAPL1.9%

WELL1.8%

MPC1.7%

TRGP1.7%

AMZN1.6%

Others (290)76.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 300Median: 0.14%Avg: 0.33%

0–0.5%

242(33.3%)

0.5–1%

33(23.6%)

1–3%

24(37.1%)

3–5%

0(0.0%)

5%+

1(6.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 300vs 20 funds

0%Low

300

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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