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Joseph C. Pickard, Esq.

@Spirit Of America Management Corp Ny

Latest period2024 - Q3ReportedManaged Assets$501.604MTotal holdings311
Assets growth rate1.78%Assets growth rate (2-Q avg)0.55%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spirit Of America Management Corp Ny's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 311 positions.

Assets under management

The assets under management (AUM) of Spirit Of America Management Corp Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 501.604M in assets, with a quarterly growth rate of 1.78% and a 2-quarter average growth rate of 0.55%. The portfolio is managed by Joseph C. Pickard, Esq., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DTEDte Energy Co.
Recent Activity
Increased 9.53%
0.21%
$1.034M
8,050 shares@ $128.42 avg price
OHIOmega Healthcare Investors, Inc.
Recent Activity
Increased 72.42%
0.21%
$1.018M
25,000 shares@ $40.7 avg price
NOWServicenow, Inc.
Recent Activity
Increased 4.63%
0.21%
$1.011M
1,130 shares@ $894.4 avg price
SRESempra Energy
Recent Activity
Increased 12.1%
0.21%
$1.008M
12,050 shares@ $83.64 avg price
PANWPalo Alto Networks, Inc.
Recent Activity
Increased 4.09%
0.18%
$871,590
2,550 shares@ $341.8 avg price
EIXEdison International
Recent Activity
Increased 15.48%
0.17%
$844,773
9,700 shares@ $87.09 avg price
ESEversource Energy
Recent Activity
Increased 23.84%
0.17%
$813,198
11,950 shares@ $68.06 avg price
CRWDCrowdstrike Holdings, Inc.
Recent Activity
Increased 30.24%
0.16%
$785,316
2,800 shares@ $280.47 avg price
NFLXNetflix, Inc.
Recent Activity
Increased 10%
0.16%
$780,197
1,100 shares@ $709.27 avg price
CMSCms Energy Corp.
Recent Activity
Increased 3.35%
0.16%
$762,804
10,800 shares@ $70.63 avg price