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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KMIKinder Morgan Inc
Recent Activity
New Position
0.26%
$3.888M
141,900 shares@ $27.4 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.23%
$3.467M
3,382 shares@ $1025.14 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.22%
$3.289M
29,760 shares@ $110.52 avg price
PSXPhillips 66
Recent Activity
New Position
0.2%
$3.033M
26,620 shares@ $113.94 avg price
PANWPalo Alto Networks
Recent Activity
New Position
0.2%
$2.942M
16,170 shares@ $181.95 avg price
WMBWilliams Cos Inc
Recent Activity
New Position
0.2%
$2.926M
54,060 shares@ $54.13 avg price
KKRKkr And Company Inc
Recent Activity
New Position
0.17%
$2.483M
16,790 shares@ $147.89 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.15%
$2.216M
20,060 shares@ $110.47 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.14%
$2.004M
27,740 shares@ $72.25 avg price
PCARPaccar Inc
Recent Activity
New Position
0.13%
$1.984M
19,070 shares@ $104.04 avg price