Kenneth D Hochstetler
@Everence Capital Management Inc
Latest period2024 - Q4ReportedManaged Assets$1.539BTotal holdings814
Assets growth rate-2.88%Assets growth rate (2-Q avg)3.49%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Everence Capital Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 814 positions.
Assets under management
The assets under management (AUM) of Everence Capital Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.539B in assets, with a quarterly growth rate of -2.88% and a 2-quarter average growth rate of 3.49%. The portfolio is managed by Kenneth D Hochstetler, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
KMIKinder Morgan Inc
| 0.26% | $3.888M 141,900 shares@ $27.4 avg price | New Position |
BLKBlackrock Inc
| 0.23% | $3.467M 3,382 shares@ $1025.14 avg price | New Position |
ANETArista Networks Inc
| 0.22% | $3.289M 29,760 shares@ $110.52 avg price | New Position |
PSXPhillips 66
| 0.2% | $3.033M 26,620 shares@ $113.94 avg price | New Position |
PANWPalo Alto Networks
| 0.2% | $2.942M 16,170 shares@ $181.95 avg price | New Position |
WMBWilliams Cos Inc
| 0.2% | $2.926M 54,060 shares@ $54.13 avg price | New Position |
KKRKkr And Company Inc
| 0.17% | $2.483M 16,790 shares@ $147.89 avg price | New Position |
MRVLMarvell Technology Inc
| 0.15% | $2.216M 20,060 shares@ $110.47 avg price | New Position |
LRCXLam Research Corp
| 0.14% | $2.004M 27,740 shares@ $72.25 avg price | New Position |
PCARPaccar Inc
| 0.13% | $1.984M 19,070 shares@ $104.04 avg price | New Position |