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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
INTUIntuit Inc
Recent Activity
Decreased -14.5%
0.3%
$4.594M
7,310 shares@ $628.46 avg price
AMDAdvanced Micro Devices
Recent Activity
Decreased -16.86%
0.28%
$4.259M
35,256 shares@ $120.81 avg price
MSMorgan Stanley
Recent Activity
Decreased -10%
0.27%
$4.06M
32,291 shares@ $125.74 avg price
NEENextera Energy Inc
Recent Activity
Decreased -12.61%
0.27%
$4.023M
56,120 shares@ $71.69 avg price
AMGNAmgen Inc
Recent Activity
Decreased -6.11%
0.24%
$3.68M
14,120 shares@ $260.63 avg price
SPGISandp Global Inc
Recent Activity
Decreased -33.98%
0.24%
$3.658M
7,344 shares@ $498.1 avg price
CBChubb Ltd
Recent Activity
Decreased -5.1%
0.24%
$3.592M
13,000 shares@ $276.31 avg price
VZVerizon Communic
Recent Activity
Decreased -22.67%
0.24%
$3.571M
89,300 shares@ $39.99 avg price
CCitigroup Inc
Recent Activity
Decreased -20.37%
0.24%
$3.548M
50,406 shares@ $70.39 avg price
CMCSAComcast Corp Class A
Recent Activity
Decreased -11.3%
0.23%
$3.535M
94,190 shares@ $37.54 avg price