# 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

- Series ID: S000001449
- Registrant: Spirit of America Investment Fund, Inc.
- LEI: 549300Z0FSK74KF04H30
- Net assets: $207.5M
- Total assets: $207.9M
- As of: 2026-03-31

## Advisers

- [Spirit of America Management Corp. (Advisor)](https://search.stillhousedata.com/firm/110023)

## Top holdings (150 reported)

_Showing 15 of 150 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $28.3M | 1362.49% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K305) | — | $12.7M | 613.88% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $9.1M | 436.39% |
| [Caterpillar Inc](https://search.stillhousedata.com/security/149123101) | — | $7.9M | 382.03% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $7.1M | 344.26% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $6.8M | 327.34% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $6.5M | 311.63% |
| [Costco Wholesale Corporation](https://search.stillhousedata.com/security/22160K105) | — | $4.7M | 224.77% |
| [Oracle Corp.](https://search.stillhousedata.com/security/68389X105) | — | $4.6M | 219.94% |
| [Applied Materials Inc.](https://search.stillhousedata.com/security/038222105) | — | $4.1M | 196.33% |
| [AbbVie Inc.](https://search.stillhousedata.com/security/00287Y109) | — | $4.0M | 193.89% |
| [Mckesson Corp.](https://search.stillhousedata.com/security/58155Q103) | — | $4.0M | 192.66% |
| [Walmart Inc](https://search.stillhousedata.com/security/931142103) | — | $3.5M | 168.30% |
| [Deere & Company](https://search.stillhousedata.com/security/244199105) | — | $3.1M | 150.93% |
| [Eli Lilly & Co.](https://search.stillhousedata.com/security/532457108) | — | $2.8M | 133.63% |

## Net asset history

| Report date | Net 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

- [Registrant: Spirit of America Investment Fund, Inc.](https://search.stillhousedata.com/registrant/1039667)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000001449.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.