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Joseph C. Pickard, Esq.

Spirit Of America Management Corp Ny

Assets Managed
$530.495M
Holdings
308
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
4.72%(2Q avg: 6.08%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Spirit Of America Management Corp Ny's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 308 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 530.495M in assets, with a quarterly growth rate of 4.72% and a 2-quarter average growth rate of 6.08%. The portfolio is managed by Joseph C. Pickard, Esq., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -2.52%
5.97%
$31.618M
158,020 shares@ $200.1 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.7%
2.91%
$15.403M
43,100 shares@ $357.37 avg price
CAT
Caterpillar Inc
Recent Activity
2.25%
$11.916M
11,190 shares@ $1064.9 avg price
VLO
Valero Energy Corp
Recent Activity
Decreased -9.92%
2.03%
$10.752M
41,284 shares@ $260.45 avg price
WMB
Williams Cos Inc
Recent Activity
Decreased -5.33%
1.94%
$10.284M
138,332 shares@ $74.35 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.56%
1.94%
$10.267M
35,482 shares@ $289.37 avg price
WELL
Welltower Inc
Recent Activity
Increased 0.73%
1.79%
$9.47M
41,725 shares@ $226.98 avg price
MPC
Marathon Petroleum Corp
Recent Activity
Decreased -9.27%
1.75%
$9.249M
36,175 shares@ $255.68 avg price
TRGP
Targa Resources Corp
Recent Activity
Decreased -4.75%
1.73%
$9.126M
34,033 shares@ $268.15 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 1.67%
1.65%
$8.711M
36,550 shares@ $238.34 avg price

1-10 of 308