SO
Spirit of America Management Corp
13F filer · CIK 0001041283Reported Jul 14, 2026
Net buyer this quarter
13F portfolio value$530MU.S. long equity reported on 13F
Positions2838 new · 5 closed
Net flow last quarter+$25.4MBuys minus sells
Top 10 positions weight23.9%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 14, 2026283 positions | |||||
| $31.6M | 5.96% | 0.00% | -2.5% | Q3 2017 | |
| $15.4M | 2.90% | 0.00% | -2.7% | Q1 2020 | |
| $11.9M | 2.25% | 0.00% | Not reported | Q2 2013 | |
| $10.8M | 2.03% | 0.01% | -9.9% | Q2 2013 | |
| $10.3M | 1.94% | 0.01% | -5.3% | Q3 2014 | |
| $10.3M | 1.94% | 0.00% | -0.6% | Q2 2013 | |
| $9.47M | 1.79% | 0.01% | +0.7% | Q3 2015 | |
| $9.25M | 1.74% | 0.01% | -9.3% | Q4 2015 | |
| $9.13M | 1.72% | 0.02% | -4.8% | Q1 2016 | |
| $8.71M | 1.64% | 0.00% | +1.7% | Q3 2018 | |
| $8.62M | 1.62% | 0.00% | Not reported | Q1 2014 | |
| $8.26M | 1.56% | 0.00% | +9.0% | Q1 2025 | |
| $7.68M | 1.45% | 0.01% | -6.3% | Q1 2016 | |
| $7.56M | 1.42% | 0.00% | Not reported | Q2 2013 | |
| $7.29M | 1.37% | 0.01% | -4.2% | Q1 2014 | |
| $7.28M | 1.37% | 0.01% | +0.7% | Q2 2018 | |
| $7.2M | 1.36% | 0.00% | Not reported | Q2 2013 | |
| $7.17M | 1.35% | 0.00% | -4.4% | Q2 2013 | |
| $6.76M | 1.27% | 0.00% | -3.1% | Q2 2013 | |
| $6.49M | 1.22% | 0.01% | -3.4% | Q3 2014 | |
| $5.58M | 1.05% | 0.01% | +1.2% | Q1 2023 | |
| $5.46M | 1.03% | 0.00% | +1.1% | Q1 2014 | |
| $5.43M | 1.02% | 0.01% | +0.9% | Q1 2023 | |
| $5.4M | 1.02% | 0.00% | +2.2% | Q2 2020 | |
| $5.38M | 1.01% | 0.01% | Not reported | Q1 2017 | |
| $5.01M | 0.95% | 0.03% | +1.6% | Q3 2024 | |
| $4.88M | 0.92% | 0.01% | +0.5% | Q3 2021 | |
| $4.75M | 0.90% | 0.00% | Not reported | Q2 2024 | |
| $4.58M | 0.86% | 0.00% | +0.6% | Q2 2013 | |
| $4.46M | 0.84% | 0.00% | +4.0% | Q2 2021 | |
| $4.46M | 0.84% | 0.01% | -10.0% | Q2 2013 | |
| $4.38M | 0.83% | 0.01% | -10.2% | Q3 2014 | |
| $4.3M | 0.81% | 0.01% | -1.2% | Q3 2017 | |
| $4.19M | 0.79% | 0.00% | -4.3% | Q1 2018 | |
| $4.11M | 0.78% | 0.00% | -11.6% | Q2 2013 | |
| $4.11M | 0.78% | 0.01% | +0.7% | Q2 2014 | |
| $4.11M | 0.77% | 0.01% | +5.0% | Q4 2019 | |
| $4.08M | 0.77% | 0.00% | +5.1% | Q2 2013 | |
| $4.03M | 0.76% | 0.01% | Not reported | Q2 2013 | |
| $4.02M | 0.76% | 0.00% | Not reported | Q2 2013 | |
| $3.81M | 0.72% | 0.02% | -6.0% | Q3 2014 | |
| $3.81M | 0.72% | 0.01% | +28.9% | Q4 2023 | |
| $3.77M | 0.71% | 210.63% | Not reported | Q2 2013 | |
| $3.73M | 0.70% | 0.02% | -7.1% | Q2 2013 | |
| $3.64M | 0.69% | 0.01% | -18.6% | Q4 2014 | |
| $3.62M | 0.68% | 0.00% | Not reported | Q2 2013 | |
| $3.53M | 0.66% | 0.00% | Not reported | Q4 2016 | |
| $3.49M | 0.66% | 0.00% | Not reported | Q2 2013 | |
| $3.32M | 0.63% | 0.07% | -11.5% | Q2 2017 | |
| $3.26M | 0.61% | 0.01% | +116.2% | Q2 2013 | |
| Q1 2026Reported Apr 15, 2026278 positions | |||||
| $28.3M | 5.58% | 0.00% | -2.3% | Q3 2017 | |
| $12.7M | 2.51% | 0.00% | -0.2% | Q1 2020 | |
| $11.3M | 2.24% | 0.02% | Not reported | Q2 2013 | |
| $10.6M | 2.10% | 0.01% | -0.3% | Q3 2014 | |
| $9.74M | 1.92% | 0.01% | +0.8% | Q4 2015 | |
| $9.31M | 1.84% | 0.00% | +8.1% | Q2 2013 | |
| $9.06M | 1.79% | 0.00% | -0.3% | Q2 2013 | |
| $8.96M | 1.77% | 0.02% | -8.0% | Q1 2016 | |
| $8.83M | 1.74% | 0.01% | -1.1% | Q1 2016 | |
| $8.71M | 1.72% | 0.00% | -0.6% | Q2 2013 | |
| $8.58M | 1.69% | 0.01% | +0.7% | Q2 2018 | |
| $8.19M | 1.62% | 0.01% | Not reported | Q3 2015 | |
| $7.98M | 1.58% | 0.01% | -2.9% | Q1 2014 | |
| $7.93M | 1.56% | 0.00% | +0.9% | Q2 2013 | |
| $7.49M | 1.48% | 0.00% | +4.2% | Q3 2018 | |
| $7.14M | 1.41% | 0.00% | Not reported | Q2 2013 | |
| $6.79M | 1.34% | 0.00% | +2.2% | Q2 2013 | |
| $6.71M | 1.33% | 0.01% | -11.4% | Q3 2014 | |
| $6.05M | 1.19% | 0.01% | +3.6% | Q1 2023 | |
| $5.71M | 1.13% | 0.00% | +2.0% | Q1 2014 | |
| $5.63M | 1.11% | 0.00% | +14.2% | Q1 2025 | |
| $5.23M | 1.03% | 0.01% | +4.0% | Q1 2023 | |
| $5.1M | 1.01% | 0.01% | -12.6% | Q2 2013 | |
| $5.06M | 1.00% | 0.01% | Not reported | Q1 2017 | |
| $4.93M | 0.97% | 0.01% | -15.8% | Q3 2014 | |
| $4.92M | 0.97% | 0.00% | +8.8% | Q2 2013 | |
| $4.66M | 0.92% | 0.00% | -18.0% | Q1 2018 | |
| $4.56M | 0.90% | 0.00% | +1.8% | Q2 2013 | |
| $4.53M | 0.89% | 0.01% | -12.2% | Q4 2014 | |
| $4.53M | 0.89% | 0.01% | -5.7% | Q3 2017 | |
| $4.3M | 0.85% | 0.01% | +17.5% | Q4 2019 | |
| $4.1M | 0.81% | 0.03% | +8.0% | Q3 2024 | |
| $4.07M | 0.80% | 0.00% | Not reported | Q1 2014 | |
| $4.07M | 0.80% | 0.03% | -3.7% | Q3 2014 | |
| $4.04M | 0.80% | 0.01% | Not reported | Q2 2013 | |
| $4.02M | 0.79% | 0.00% | -10.0% | Q2 2013 | |
| $4M | 0.79% | 0.00% | -1.1% | Q2 2013 | |
| $3.99M | 0.79% | 0.01% | +2.5% | Q2 2014 | |
| $3.93M | 0.78% | 0.01% | +1.6% | Q3 2021 | |
| $3.92M | 0.77% | 0.00% | Not reported | Q2 2013 | |
| $3.88M | 0.77% | 0.08% | -12.3% | Q2 2017 | |
| $3.77M | 0.74% | 0.02% | -8.5% | Q2 2013 | |
| $3.56M | 0.70% | 0.00% | +2.2% | Q2 2024 | |
| $3.49M | 0.69% | 0.00% | -2.4% | Q2 2013 | |
| $3.3M | 0.65% | 0.01% | +4.9% | Q2 2020 | |
| $3.2M | 0.63% | 0.01% | +6.3% | Q4 2023 | |
| $3.14M | 0.62% | 210.63% | Not reported | Q2 2013 | |
| $3.13M | 0.62% | 0.00% | Not reported | Q4 2016 | |
| DEDUKDuke Energy CORP | $3.06M | 0.60% | 0.00% | +6.1% | Q2 2013 |
| $3.04M | 0.60% | Not reported | -19.1% | Q2 2019 | |
| Q4 2025Reported Jan 15, 2026280 positions | |||||
| $30.9M | 6.56% | 0.00% | -2.0% | Q3 2017 | |
| $13.9M | 2.95% | 0.00% | Not reported | Q1 2020 | |
| $9.73M | 2.06% | 0.00% | -0.3% | Q2 2013 | |
| $9.33M | 1.98% | 0.00% | Not reported | Q2 2013 | |
| $8.81M | 1.87% | 0.01% | -10.3% | Q3 2014 | |
| $7.96M | 1.69% | 0.00% | +6.2% | Q3 2018 | |
| $7.69M | 1.63% | 0.01% | +4.0% | Q3 2015 | |
| $7.46M | 1.58% | 0.02% | -3.6% | Q2 2013 | |
| $7.38M | 1.57% | 0.01% | +10.9% | Q1 2023 | |
| $7.28M | 1.54% | 0.00% | +2.7% | Q2 2013 | |
| $7.16M | 1.52% | 0.02% | -5.8% | Q1 2016 | |
| $6.73M | 1.43% | 0.01% | -7.6% | Q1 2014 | |
| $6.7M | 1.42% | 0.01% | -8.6% | Q3 2014 | |
| $6.45M | 1.37% | 0.00% | -2.3% | Q2 2013 | |
| $6.44M | 1.36% | 0.01% | -5.3% | Q4 2015 | |
| $6.35M | 1.35% | 0.00% | Not reported | Q2 2013 | |
| $6.33M | 1.34% | 0.01% | -8.3% | Q1 2016 | |
| $6.11M | 1.29% | 0.00% | -3.4% | Q2 2013 | |
| $5.94M | 1.26% | 0.00% | +3.7% | Q2 2013 | |
| $5.84M | 1.24% | 0.01% | -11.0% | Q2 2018 | |
| $5.4M | 1.14% | 0.01% | +8.4% | Q1 2023 | |
| $5M | 1.06% | 0.01% | -22.3% | Q3 2014 | |
| $4.95M | 1.05% | 0.01% | -13.3% | Q2 2013 | |
| $4.92M | 1.04% | 0.00% | -15.5% | Q1 2018 | |
| $4.84M | 1.03% | 0.00% | +5.4% | Q1 2014 | |
| $4.82M | 1.02% | 0.01% | -16.6% | Q4 2014 | |
| $4.7M | 1.00% | 0.00% | Not reported | Q2 2013 | |
| $4.46M | 0.95% | 0.03% | +17.8% | Q3 2024 | |
| $3.96M | 0.84% | 0.02% | -21.2% | Q2 2013 | |
| $3.95M | 0.84% | 0.01% | -20.7% | Q1 2017 | |
| $3.93M | 0.83% | 0.09% | -17.4% | Q2 2017 | |
| $3.9M | 0.83% | 0.01% | -19.4% | Q3 2017 | |
| $3.83M | 0.81% | 0.00% | Not reported | Q2 2013 | |
| $3.79M | 0.80% | 0.00% | +2.6% | Q2 2013 | |
| $3.69M | 0.78% | 0.00% | +21.5% | Q1 2025 | |
| $3.47M | 0.74% | 0.01% | -15.9% | Q2 2013 | |
| $3.4M | 0.72% | 0.03% | -24.4% | Q3 2014 | |
| $3.3M | 0.70% | Not reported | Not reported | Q2 2019 | |
| $3.29M | 0.70% | 0.00% | -8.9% | Q2 2013 | |
| $3.21M | 0.68% | 0.00% | -11.1% | Q2 2013 | |
| $3.21M | 0.68% | 0.00% | -10.7% | Q2 2013 | |
| $3.21M | 0.68% | 0.01% | +12.7% | Q2 2014 | |
| $3.2M | 0.68% | 0.03% | +9.1% | Q4 2024 | |
| $3.14M | 0.67% | 0.01% | -2.8% | Q3 2021 | |
| $3.12M | 0.66% | 210.63% | -6.1% | Q2 2013 | |
| $3.06M | 0.65% | 0.00% | -4.8% | Q1 2014 | |
| $2.89M | 0.61% | 0.01% | +10.4% | Q2 2020 | |
| $2.73M | 0.58% | 0.01% | -7.0% | Q4 2019 | |
| $2.61M | 0.55% | 0.00% | -1.3% | Q2 2013 | |
| $2.59M | 0.55% | 0.00% | -1.8% | Q4 2016 | |
| Q3 2025Reported Oct 15, 2025281 positions | |||||
| $31.6M | 6.33% | 0.00% | -4.7% | Q3 2017 | |
| $10.8M | 2.16% | 0.00% | Not reported | Q1 2020 | |
| $10.4M | 2.08% | 0.01% | -10.9% | Q3 2014 | |
| $10M | 2.00% | 0.00% | Not reported | Q2 2013 | |
| $9.14M | 1.83% | 0.00% | -8.0% | Q2 2013 | |
| $8.26M | 1.66% | 0.00% | +3.3% | Q2 2013 | |
| $8.09M | 1.62% | 0.02% | -13.3% | Q2 2013 | |
| $8.05M | 1.62% | 0.01% | -8.6% | Q4 2015 | |
| $7.93M | 1.59% | 0.02% | -9.4% | Q2 2018 | |
| $7.73M | 1.55% | 0.01% | -7.3% | Q3 2014 | |
| $7.51M | 1.51% | 0.01% | -6.5% | Q1 2014 | |
| $7.28M | 1.46% | 0.01% | -9.6% | Q1 2016 | |
| $7.14M | 1.43% | 0.00% | +4.0% | Q3 2018 | |
| $7.09M | 1.42% | 0.01% | +1.8% | Q3 2015 | |
| $6.94M | 1.39% | 0.00% | +0.5% | Q2 2013 | |
| $6.91M | 1.39% | 0.02% | -17.2% | Q1 2016 | |
| $6.73M | 1.35% | 0.00% | -10.4% | Q2 2013 | |
| $6.7M | 1.34% | 0.01% | -9.2% | Q3 2014 | |
| $6.25M | 1.25% | 0.00% | Not reported | Q1 2018 | |
| $6.2M | 1.24% | 0.01% | +34.2% | Q1 2023 | |
| $6.04M | 1.21% | 0.01% | +25.9% | Q1 2023 | |
| $5.92M | 1.19% | 0.00% | -14.6% | Q2 2013 | |
| $5.57M | 1.12% | 0.01% | -3.3% | Q2 2013 | |
| $5.41M | 1.09% | 0.01% | -3.1% | Q4 2014 | |
| $5.29M | 1.06% | 0.00% | Not reported | Q2 2013 | |
| $5.1M | 1.02% | 0.01% | -15.6% | Q1 2017 | |
| $5M | 1.00% | 0.03% | -3.8% | Q2 2013 | |
| $4.81M | 0.96% | 0.01% | -21.9% | Q3 2017 | |
| $4.76M | 0.96% | 0.11% | -2.1% | Q2 2017 | |
| $4.76M | 0.95% | 0.00% | -3.5% | Q2 2013 | |
| $4.61M | 0.93% | 0.01% | -9.3% | Q2 2013 | |
| $4.56M | 0.91% | 0.03% | +46.9% | Q4 2024 | |
| $4.32M | 0.87% | 0.00% | +6.8% | Q1 2014 | |
| $4.3M | 0.86% | 0.02% | +54.2% | Q3 2024 | |
| $4.27M | 0.86% | 0.04% | -7.1% | Q3 2014 | |
| $3.97M | 0.80% | 0.01% | -9.9% | Q3 2021 | |
| $3.65M | 0.73% | 0.00% | -20.3% | Q2 2013 | |
| $3.61M | 0.72% | 0.00% | -1.1% | Q2 2013 | |
| $3.37M | 0.68% | 224.38% | +2.0% | Q2 2013 | |
| $3.34M | 0.67% | 0.09% | Not reported | Q1 2014 | |
| $3.32M | 0.67% | 0.00% | -27.5% | Q2 2013 | |
| $3.31M | 0.66% | 0.00% | -4.9% | Q2 2013 | |
| $3.27M | 0.66% | Not reported | -1.6% | Q2 2019 | |
| $3.14M | 0.63% | 0.01% | -4.8% | Q4 2019 | |
| $2.87M | 0.58% | 0.01% | +21.0% | Q2 2014 | |
| $2.86M | 0.57% | 0.00% | +190.6% | Q1 2025 | |
| $2.78M | 0.56% | 0.01% | +12.0% | Q2 2020 | |
| $2.75M | 0.55% | 0.01% | -1.2% | Q1 2022 | |
| $2.73M | 0.55% | 0.00% | +1.3% | Q2 2013 | |
| $2.61M | 0.52% | 0.02% | +1.0% | Q2 2013 | |
Premium opens every quarter this fund has filed