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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
ABBVAbbvie Inc
Recent Activity
Increased 41.34%
0.62%
$9.448M
53,171 shares@ $177.7 avg price
PEPPepsico Inc
Recent Activity
Increased 48.24%
0.56%
$8.529M
56,089 shares@ $152.07 avg price
NOWServicenow Inc
Recent Activity
Increased 0.32%
0.44%
$6.693M
6,313 shares@ $1060.2 avg price
PGRProgressive Corporation
Recent Activity
Increased 22.4%
0.4%
$6.115M
25,520 shares@ $239.62 avg price
AXPAmerican Express Company
Recent Activity
Increased 7.95%
0.38%
$5.848M
19,704 shares@ $296.8 avg price
QCOMQualcomm Inc
Recent Activity
Increased 51.02%
0.38%
$5.735M
37,330 shares@ $153.63 avg price
DISThe Walt Disney Co
Recent Activity
Increased 5.32%
0.35%
$5.383M
48,339 shares@ $111.36 avg price
DEDeere And Company
Recent Activity
Increased 148.29%
0.34%
$5.179M
12,223 shares@ $423.71 avg price
FGXXXFirst Am Govt Ob Fb
Recent Activity
Increased 36.52%
0.34%
$5.171M
5.171M shares@ $1.0 avg price
ITWIllinois Tool Works Inc
Recent Activity
Increased 10.41%
0.33%
$5.03M
19,839 shares@ $253.55 avg price