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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
TJXTjx Cos Inc
Recent Activity
Decreased -24.23%
0.23%
$3.436M
28,443 shares@ $120.81 avg price
MDTMedtronic Plc
Recent Activity
Decreased -16.69%
0.23%
$3.431M
42,950 shares@ $79.89 avg price
TXNTexas Instrument
Recent Activity
Decreased -1.98%
0.23%
$3.426M
18,270 shares@ $187.53 avg price
BMYBristolmyers Squibb Co
Recent Activity
Decreased -22.98%
0.22%
$3.301M
58,360 shares@ $56.57 avg price
MCKMckesson Corp
Recent Activity
Decreased -29.38%
0.22%
$3.274M
5,744 shares@ $569.99 avg price
SNPSSynopsys Inc
Recent Activity
Decreased -10.56%
0.21%
$3.203M
6,600 shares@ $485.31 avg price
CDNSCadence Design Sys Inc
Recent Activity
Decreased -18.04%
0.21%
$3.192M
10,624 shares@ $300.46 avg price
BKRBaker Hughes Company
Recent Activity
Decreased -52.01%
0.21%
$3.129M
76,280 shares@ $41.02 avg price
ADPAutomatic Data Processing
Recent Activity
Decreased -42.56%
0.19%
$2.883M
9,850 shares@ $292.7 avg price
UBERUber Technologie
Recent Activity
Decreased -17.76%
0.19%
$2.865M
47,490 shares@ $60.33 avg price