SPIRIT OF AMERICA LARGE CAP VALUE FUND
Registrant
Spirit of America Investment Fund, Inc.
Class tickers
SACVX
SOAVX
SOIVX
Net Assets
$237,298,454
Holdings
139
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 139
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Portfolio coverage: 139 of
146 reported positions.
Showing 1–50
of 139 holdings by value
· page 1 of 3
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | 156,820 | $31,378,114 | 13.22% | Long | EC | |
| ALPHABET INC | GOOGL | 43,100 | $15,402,647 | 6.49% | Long | EC | |
| CATERPILLAR INC | CAT | 11,190 | $11,916,231 | 5.02% | Long | EC | |
| APPLE INC | AAPL | 35,482 | $10,267,072 | 4.33% | Long | EC | |
| APPLIED MATERIALS INC | AMAT | 11,920 | $8,618,160 | 3.63% | Long | EC | |
| JP MORGAN CHASE & COMPANY | JPM | 23,092 | $7,558,704 | 3.19% | Long | EC | |
| AMAZON.COM INC | AMZN | 31,650 | $7,543,461 | 3.18% | Long | EC | |
| MICROSOFT CORP | MSFT | 19,299 | $7,198,913 | 3.03% | Long | EC | |
| ADVANCED MICRO DEVICES INC | AMD | 9,300 | $5,402,463 | 2.28% | Long | EC | |
| ORACLE CORP | ORCL | 31,225 | $4,576,024 | 1.93% | Long | EC | |
| CROWDSTRIKE HOLDINGS INC | CRWD | 5,850 | $4,464,369 | 1.88% | Long | EC | |
| COSTCO WHOLESALE CORP | COST | 4,481 | $4,191,841 | 1.77% | Long | EC | |
| ABBVIE INC | ABBV | 16,350 | $4,114,314 | 1.73% | Long | EC | |
| GE VERNOVA INC | GEV | 3,140 | $3,689,060 | 1.55% | Long | EC | |
| ELI LILLY & COMPANY | LLY | 3,015 | $3,616,281 | 1.52% | Long | EC | |
| DEERE & COMPANY | DE | 5,560 | $3,526,875 | 1.49% | Long | EC | |
| MCKESSON CORP | MCK | 4,620 | $3,490,872 | 1.47% | Long | EC | |
| WALMART INC | WMT | 27,702 | $3,137,529 | 1.32% | Long | EC | |
| CITIGROUP INC | C | 21,250 | $2,974,150 | 1.25% | Long | EC | |
| GOLDMAN SACHS GROUP INC (THE) | GS | 2,765 | $2,796,438 | 1.18% | Long | EC | |
| TESLA INC | TSLA | 6,475 | $2,723,385 | 1.15% | Long | EC | |
| BROADCOM INC | AVGO | 6,900 | $2,606,475 | 1.10% | Long | EC | |
| CUMMINS INC | CMI | 3,600 | $2,567,556 | 1.08% | Long | EC | |
| VISA INC | V | 7,450 | $2,556,021 | 1.08% | Long | EC | |
| TEXAS INSTRUMENTS INC | TXN | 8,000 | $2,384,560 | 1.00% | Long | EC | |
| BERKSHIRE HATHAWAY INC | BRK-B | 4,395 | $2,199,214 | 0.93% | Long | EC | |
| CORNING INC | GLW | 8,500 | $2,171,155 | 0.91% | Long | EC | |
| NEXTERA ENERGY INC | NEE | 23,725 | $2,082,343 | 0.88% | Long | EC | |
| CISCO SYSTEMS INC | CSCO | 17,450 | $2,049,677 | 0.86% | Long | EC | |
| META PLATFORMS INC | META | 3,580 | $2,016,578 | 0.85% | Long | EC | |
| PALO ALTO NETWORKS INC | PANW | 5,900 | $2,012,018 | 0.85% | Long | EC | |
| HOME DEPOT INC (THE) | HD | 5,538 | $1,953,142 | 0.82% | Long | EC | |
| CONSTELLATION ENERGY CORP | CEG | 7,675 | $1,906,240 | 0.80% | Long | EC | |
| VISTRA CORP | VST | 11,600 | $1,840,108 | 0.78% | Long | EC | |
| WILLIAMS COMPANIES INC (THE) | WMB | 24,750 | $1,839,915 | 0.78% | Long | EC | |
| AMERICAN EXPRESS COMPANY | AXP | 5,000 | $1,691,250 | 0.71% | Long | EC | |
| NETFLIX INC | NFLX | 22,450 | $1,602,930 | 0.68% | Long | EC | |
| CSX CORP | CSX | 32,600 | $1,549,478 | 0.65% | Long | EC | |
| VALERO ENERGY CORP | VLO | 5,865 | $1,527,481 | 0.64% | Long | EC | |
| WELLTOWER INC | WELL | 6,550 | $1,486,654 | 0.63% | Long | EC | |
| BANK OF AMERICA CORP | BAC | 25,350 | $1,444,443 | 0.61% | Long | EC | |
| WALT DISNEY COMPANY (THE) | DIS | 14,500 | $1,395,625 | 0.59% | Long | EC | |
| BLACKSTONE INC | BX | 11,500 | $1,353,205 | 0.57% | Long | EC | |
| TALEN ENERGY CORP | TLN | 3,450 | $1,325,697 | 0.56% | Long | EC | |
| VERTIV HOLDINGS COMPANY | VRT | 3,825 | $1,280,687 | 0.54% | Long | EC | |
| CHENIERE ENERGY INC | LNG | 5,250 | $1,254,803 | 0.53% | Long | EC | |
| JOHNSON CONTROLS INTERNATIONAL PLC | JCI | 8,253 | $1,205,846 | 0.51% | Long | EC | |
| WEC ENERGY GROUP INC | WEC | 10,100 | $1,179,377 | 0.50% | Long | EC | |
| MERCK & COMPANY INC | MRK | 8,950 | $1,150,075 | 0.48% | Long | EC | |
| VERIZON COMMUNICATIONS INC | VZ | 26,540 | $1,123,704 | 0.47% | Long | EC |
Showing the top 50 of 139 holdings. Create a free account to see every holding and download the CSV.