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Joseph C. Pickard, Esq.

Spirit Of America Management Corp Ny

Assets Managed
$506.601M
Holdings
306
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
7.43%(2Q avg: 1.01%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Spirit Of America Management Corp Ny's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 306 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 2026 - Q1, they manage 506.601M in assets, with a quarterly growth rate of 7.43% and a 2-quarter average growth rate of 1.01%. The portfolio is managed by Joseph C. Pickard, Esq., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.29%
5.59%
$28.274M
162,120 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -0.22%
2.52%
$12.739M
44,300 shares@ $287.56 avg price
VLO
Valero Energy Corp
Recent Activity
2.24%
$11.325M
45,834 shares@ $247.09 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -0.34%
2.1%
$10.635M
146,132 shares@ $72.79 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Increased 0.76%
1.93%
$9.737M
39,875 shares@ $244.19 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 8.08%
1.84%
$9.305M
54,847 shares@ $169.66 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.27%
1.79%
$9.056M
35,682 shares@ $253.8 avg price
TRGP
Targa Resources Corp
Recent Activity
Decreased -7.98%
1.77%
$8.959M
35,733 shares@ $250.73 avg price
PSX
Phillips 66
Recent Activity
Decreased -1.12%
1.75%
$8.833M
48,486 shares@ $182.18 avg price
CVX
Chevron Corp
Recent Activity
Decreased -0.59%
1.72%
$8.708M
42,088 shares@ $206.9 avg price

1-10 of 306