SPIRIT OF AMERICA LARGE CAP VALUE FUND

SPIRIT OF AMERICA LARGE CAP VALUE FUND is a registered fund series of Spirit of America Investment Fund, Inc. (series S000001449). Net assets $207.5M as of 2026-03-31.

Profile

Advisers

Top holdings (150 reported)

Showing 15 of 150 holdings by value.

HoldingTickerValue% of fund
NVIDIA Corp.$28.3M1362.49%
Alphabet Inc.$12.7M613.88%
Apple Inc.$9.1M436.39%
Caterpillar Inc$7.9M382.03%
Microsoft Corp.$7.1M344.26%
JPMorgan Chase & Co.$6.8M327.34%
Amazon.com, Inc.$6.5M311.63%
Costco Wholesale Corporation$4.7M224.77%
Oracle Corp.$4.6M219.94%
Applied Materials Inc.$4.1M196.33%
AbbVie Inc.$4.0M193.89%
Mckesson Corp.$4.0M192.66%
Walmart Inc$3.5M168.30%
Deere & Company$3.1M150.93%
Eli Lilly & Co.$2.8M133.63%

Net asset history

Report dateNet assets
2026-03-31$207.5M
2025-12-31$209.3M
2025-09-30$212.8M
2025-06-30$194.6M
2025-03-31$177.0M
2024-12-31$190.5M
2024-09-30$190.0M
2024-06-30$184.9M

More