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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
MRKMerck And Co Inc
Recent Activity
Decreased -19.1%
0.47%
$7.089M
71,261 shares@ $99.48 avg price
DHRDanaher Corporation
Recent Activity
Decreased -26.82%
0.43%
$6.532M
28,454 shares@ $229.57 avg price
TTTrane Technologi
Recent Activity
Decreased -16.53%
0.43%
$6.467M
17,510 shares@ $369.34 avg price
CSCOCisco Systems Inc
Recent Activity
Decreased -2.94%
0.38%
$5.805M
98,050 shares@ $59.21 avg price
COPConocophillips
Recent Activity
Decreased -25.76%
0.37%
$5.686M
57,334 shares@ $99.18 avg price
KOCocacola Co The
Recent Activity
Decreased -9.45%
0.35%
$5.331M
85,620 shares@ $62.27 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -1.91%
0.34%
$5.084M
9,740 shares@ $521.98 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -14.91%
0.33%
$4.999M
8,730 shares@ $572.63 avg price
MCDMcdonald's Corporation
Recent Activity
Decreased -11.65%
0.33%
$4.965M
17,127 shares@ $289.9 avg price
TAtandt Inc
Recent Activity
Decreased -2.31%
0.31%
$4.708M
206,766 shares@ $22.77 avg price