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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
WMTWalmart Inc
Recent Activity
Decreased -8.24%
0.72%
$11.009M
121,850 shares@ $90.35 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -31.08%
0.71%
$10.881M
64,906 shares@ $167.65 avg price
ORCLOracle Corporation
Recent Activity
Decreased -16.09%
0.71%
$10.805M
64,842 shares@ $166.64 avg price
NFLXNetflix Inc
Recent Activity
Decreased -3.59%
0.67%
$10.286M
11,540 shares@ $891.34 avg price
MAMastercard Inc Class A
Recent Activity
Decreased -12.14%
0.67%
$10.282M
19,526 shares@ $526.58 avg price
JNJJohnson And Johnson
Recent Activity
Decreased -7.49%
0.64%
$9.811M
67,841 shares@ $144.62 avg price
ACNAccenture Plca
Recent Activity
Decreased -25.1%
0.6%
$9.16M
26,039 shares@ $351.79 avg price
LINLinde Plc
Recent Activity
Decreased -26.59%
0.59%
$9.062M
21,644 shares@ $418.69 avg price
BACBank Of America Corp
Recent Activity
Decreased -12.95%
0.51%
$7.822M
177,970 shares@ $43.96 avg price
CRMSalesforce Inc
Recent Activity
Decreased -7.24%
0.51%
$7.703M
23,040 shares@ $334.34 avg price