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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
MMSIXPraxis Small Cap Index I
Recent Activity
Decreased -4.95%
1.74%
$26.728M
2.235M shares@ $11.96 avg price
TSLATesla Inc
Recent Activity
Increased 9.13%
1.7%
$26.165M
64,790 shares@ $403.85 avg price
GOOGLAlphabet Inc Class A
Recent Activity
Decreased -20.37%
1.54%
$23.623M
124,790 shares@ $189.31 avg price
GOOGAlphabet Inc Class C
Recent Activity
Decreased -21.03%
1.25%
$19.164M
100,630 shares@ $190.45 avg price
LLYEli Lilly And Co
Recent Activity
Increased 3.19%
1.13%
$17.246M
22,340 shares@ $771.98 avg price
JPMJpmorgan Chase And Co
Recent Activity
Decreased -14.38%
1.12%
$17.179M
71,665 shares@ $239.72 avg price
HDHome Depot Inc The
Recent Activity
Increased 34.7%
0.93%
$14.166M
36,418 shares@ $388.99 avg price
VVisa Incclass A
Recent Activity
Decreased -1.7%
0.87%
$13.322M
42,153 shares@ $316.04 avg price
WMTWalmart Inc
Recent Activity
Decreased -8.24%
0.72%
$11.009M
121,850 shares@ $90.35 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 15.41%
0.71%
$10.916M
11,913 shares@ $916.31 avg price