Everence Capital Management Inc.
Everence Capital Management Inc is a SEC-registered investment advisory firm based in Goshen, Indiana, founded in 1990. The firm is solely owned and serves as an asset manager for investment companies, particularly mutual funds, with an AUM of around $2.5 billion as of March 2024. Everence integrates values-based strategies, with a background affiliated with the broader Everence Financial group focused on stewardship and responsible investing. The company has about 11 employees and primarily serves institutional clients.
Investment Strategy
Everence Capital Management Inc specializes in investment advisory and asset management, focusing primarily on investment companies and values-based strategies. The firm applies responsible investing principles and generally manages equity portfolios diversified across sectors and major publicly traded companies, with an emphasis on stewardship and positive social impact as part of its investment philosophy.
Top Holdings
Equity Positions (782)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 5.56% | $92.7M | 497,045 | $110.30 | $186.58 | +$11.4M |
A AAPL | APPLE INC | 5.07% | $84.5M | 331,965 | $48.83 | $254.63 | +$13.1M |
M MSFT | MICROSOFT CORP | 4.22% | $70.4M | 135,978 | $90.11 | $517.95 | +$2.8M |
A AMZN | AMAZONCOM INC | 2.30% | $38.4M | 175,000 | $45.51 | $219.57 | +$32.0K |
A AVGO | BROADCOM INC | 2.10% | $35.1M | 106,345 | $54.38 | $329.91 | +$3.9M |