Spirit of America Management CORP
Annual return
—
SPY
—
Alpha
—
Invested
$506.6M
Holdings
304
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 75%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA Corporation
Q4 2025: Exited (was 169.2k shares)
5.6%
02
$GOOGL
Alphabet, Inc.
Q4 2025: Sold 90.5% (44.4k → 4.2k shares)
2.5%
03
$VLO
Valero Energy Corporation
Q4 2025: Exited (was 85.5k shares)
2.2%
04
$WMB
Williams Companies, Inc. (The)
Q4 2025: Exited (was 17.4k shares)
2.1%
05
$MPC
Marathon Petroleum Corporation
Q4 2025: Exited (was 82.5k shares)
1.9%
06
$XOM
Exxon Mobil Corporation
Q4 2025: Sold 98.1% (93.8k → 1.8k shares)
1.8%
07
$AAPL
Apple, Inc.
Q4 2025: Sold 84.4% (35.9k → 5.6k shares)
1.8%
08
$TRGP
Targa Resources Corporation
Q4 2025: Exited (was 5.2k shares)
1.8%
09
$PSX
Phillips 66
Q4 2025: Exited (was 99.2k shares)
1.7%
10
$CHV
Chevron Corporation
Q4 2025: Exited (was 112.1k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 21:42 UTC.