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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
DEDeere & Co.
Recent Activity
Decreased -4.68%
0.51%
$2.55M
6,110 shares@ $417.33 avg price
BKRBaker Hughes Co.
Recent Activity
Decreased -9.12%
0.51%
$2.521M
69,750 shares@ $36.16 avg price
HDHome Depot, Inc. The
Recent Activity
0.5%
$2.487M
6,138 shares@ $405.21 avg price
MCKMckesson Corp.
Recent Activity
0.48%
$2.395M
4,845 shares@ $494.43 avg price
WCNWaste Connections, Inc.
Recent Activity
0.47%
$2.356M
13,175 shares@ $178.83 avg price
EQREquity Residential
Recent Activity
Increased 1.63%
0.47%
$2.324M
31,215 shares@ $74.47 avg price
OXYOccidental Petroleum Corp.
Recent Activity
Decreased -1.2%
0.43%
$2.118M
41,100 shares@ $51.54 avg price
MRKMerck & Co., Inc.
Recent Activity
0.42%
$2.084M
18,350 shares@ $113.56 avg price
VVisa, Inc.
Recent Activity
Increased 1.35%
0.42%
$2.076M
7,550 shares@ $274.96 avg price
SLBSchlumberger Ltd.
Recent Activity
Increased 2.07%
0.42%
$2.072M
49,400 shares@ $41.95 avg price