# Spirit of America Investment Fund, Inc.

Spirit of America Investment Fund, Inc. (CIK 1039667) is an SEC-registered fund company with 7 reporting fund series and $573.3M in net assets as of 2026-05-31.

## Registrant

- CIK: 1039667
- File number: 811-08231
- LEI: 549300PJ84G8FJU36634
- Address: 477 Jericho Turnpike, Syosset, US-NY, 11791
- Phone: 516-390-5555
- Net assets: $573.3M
- Total assets: $584.7M
- Fund series: 7
- Latest report: 2026-05-31

## Fund series (7)

| Series | Net assets |
| --- | --- |
| [SPIRIT OF AMERICA LARGE CAP VALUE FUND](https://search.stillhousedata.com/fund/S000001449) | $207.5M |
| [SPIRIT OF AMERICA ENERGY FUND](https://search.stillhousedata.com/fund/S000046009) | $154.4M |
| [SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND](https://search.stillhousedata.com/fund/S000001448) | $68.2M |
| [SPIRIT OF AMERICA UTILITIES FUND](https://search.stillhousedata.com/fund/S000079525) | $58.3M |
| [SPIRIT OF AMERICA INCOME FUND](https://search.stillhousedata.com/fund/S000024753) | $43.3M |
| [SPIRIT OF AMERICA MUNICIPAL TAX FREE BOND FUND](https://search.stillhousedata.com/fund/S000021071) | $22.9M |
| [SPIRIT OF AMERICA INCOME & OPPORTUNITY](https://search.stillhousedata.com/fund/S000041401) | $18.7M |

## Largest reported holdings (across all series)

| Holding | Value |
| --- | --- |
| [VALERO ENERGY CORP](https://search.stillhousedata.com/security/91913Y100) | $9.0M |
| [MARATHON PETROLEUM CORP](https://search.stillhousedata.com/security/56585A102) | $8.6M |
| [WILLIAMS COMPANIES INC (THE)](https://search.stillhousedata.com/security/969457100) | $7.7M |
| [PHILLIPS 66](https://search.stillhousedata.com/security/718546104) | $7.5M |
| [TARGA RESOURCES CORP](https://search.stillhousedata.com/security/87612G101) | $7.3M |
| [EXXON MOBIL CORP](https://search.stillhousedata.com/security/30231G102) | $6.7M |
| [CHEVRON CORP](https://search.stillhousedata.com/security/166764100) | $6.6M |
| [KINDER MORGAN INC](https://search.stillhousedata.com/security/49456B101) | $6.6M |
| [ENBRIDGE INC](https://search.stillhousedata.com/security/29250N105) | $6.1M |
| [CHENIERE ENERGY INC](https://search.stillhousedata.com/security/16411R208) | $5.7M |
| [MORGAN STANLEY INSTITUTIONAL LIQUIDITY FUNDS](https://search.stillhousedata.com/security/61747C707) | $5.5M |
| [ENTERPRISE PRODUCTS PARTNERS LP](https://search.stillhousedata.com/security/293792107) | $4.4M |
| [ENERGY TRANSFER LP](https://search.stillhousedata.com/security/29273V100) | $4.2M |
| [CONOCOPHILLIPS](https://search.stillhousedata.com/security/20825C104) | $4.2M |
| [BAKER HUGHES COMPANY](https://search.stillhousedata.com/security/05722G100) | $4.0M |

## More

- [CIK 1039667 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1039667&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/1039667.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.