Exchange Capital Management, Inc.

Est. AUM

$670.0M

13F long equity, this entity only

Positions

206

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Microsoft Corp	COM	$35.8M	71967	5.34%	SOLE
2	Vanguard Sector Index Fds Vanguard Information Tec	INF TECH ETF	$24.6M	37090	3.67%	SOLE
3	Amazon.com Inc	COM	$21.8M	99253	3.25%	SOLE
4	Alphabet Inc. CL A	CL A	$20.5M	116505	3.06%	SOLE
5	WisdomTree Dynamic Ccy Hdgd Intl Eq ETF	CURRNCY INT EQ	$17.5M	441635	2.61%	SOLE
6	Berkshire Hathaway Inc	CL B NEW	$14.9M	30692	2.23%	SOLE
7	BlackRock Inc	COM	$12.8M	12231	1.92%	SOLE
8	Vanguard Financials ETF	FINANCIALS ETF	$12.7M	100023	1.90%	SOLE
9	iShares Currency Hedged MSCI EAFE	HDG MSCI EAFE	$12.4M	325525	1.84%	SOLE
10	SPDR Portfolio S&P 400 Mid Cap ETF	PORTFOLIO S&P400	$12.1M	222550	1.81%	SOLE
11	ServiceNow Inc	COM	$11.6M	11308	1.74%	SOLE
12	KLA-Tencor Corp	COM	$11.4M	12683	1.70%	SOLE
13	SPDR S&P MidCap 400 ETF	UTSER1 S&PDCRP	$11.2M	19852	1.68%	SOLE
14	Vanguard Health Care ETF	HEALTH CAR ETF	$10.9M	44069	1.63%	SOLE
15	Salesforce.com Inc	COM	$10.7M	39104	1.59%	SOLE
16	Vanguard Industrials ETF	INDUSTRIAL ETF	$9.9M	35523	1.48%	SOLE
17	Vanguard Consumer Discretionary ETF	CONSUM DIS ETF	$9.9M	27449	1.48%	SOLE
18	iShares Core S&P Small-Cap	CORE S&P SCP ETF	$9.7M	88647	1.45%	SOLE
19	JPMorgan Chase & Co	COM	$9.5M	32762	1.42%	SOLE
20	Vanguard Telecommunication Services ETF	TELCOMM ETF	$8.6M	50313	1.28%	SOLE
21	Veeva Systems Inc	CL A COM	$8.4M	29276	1.26%	SOLE
22	Emerson Electric Co	COM	$8.4M	63212	1.26%	SOLE
23	SPDR S&P 600 Small Cap ETF	PORTFOLIO S&P600	$8.0M	188609	1.20%	SOLE
24	Monster Beverage Corp	COM	$7.8M	124804	1.17%	SOLE
25	SPDR S&P 1500 ETF	PORTFOLI S&P1500	$7.7M	102545	1.15%	SOLE
26	Apple Inc	COM	$7.2M	35149	1.08%	SOLE
27	Fidelity MSCI Information Tech ETF	MSCI INFO TECH I	$6.9M	34927	1.03%	SOLE
28	iShares Core US Aggregate Bond	CORE US AGGBD ET	$6.8M	68910	1.02%	SOLE
29	Guidewire Software Inc	COM	$6.5M	27564	0.97%	SOLE
30	Raytheon Technologies Ord	COM	$6.3M	43362	0.95%	SOLE
31	BONDBLOXX BBB 1 5 YR COR BND ETF	BBB RATED 1 5 YE	$6.1M	118577	0.91%	SOLE
32	Honeywell International Inc	COM	$5.8M	25074	0.87%	SOLE
33	Vanguard Utilities ETF	UTILITIES ETF	$5.7M	32423	0.85%	SOLE
34	iShares Core S&P Mid-Cap	CORE S&P MCP ETF	$5.4M	87859	0.81%	SOLE
35	SPDR SSGA MY2029 CORP BND ETF	SPDR SSGA MY2029	$5.3M	213531	0.80%	SOLE
36	Gilead Sciences Inc	COM	$5.1M	46147	0.76%	SOLE
37	Home Depot Inc	COM	$5.1M	13948	0.76%	SOLE
38	SPDR SSGA MY2028 CORP BND ETF	SPDR SSGA MY2028	$5.0M	199036	0.74%	SOLE
39	Vanguard Materials ETF	MATERIALS ETF	$4.9M	25045	0.73%	SOLE
40	Cheniere Energy Inc	COM NEW	$4.8M	19899	0.72%	SOLE
41	Comcast Corp	CL A	$4.8M	133668	0.71%	SOLE
42	Visa Inc	COM CL A	$4.6M	13081	0.69%	SOLE
43	Amgen Inc	COM	$4.6M	16466	0.69%	SOLE
44	Walt Disney Co	COM DISNEY	$4.5M	36091	0.67%	SOLE
45	Procter & Gamble Co	COM	$4.5M	28085	0.67%	SOLE
46	Vanguard Consumer Staples ETF	CONSUM STP ETF	$4.4M	20170	0.66%	SOLE
47	Merck & Co Inc	COM	$4.4M	55616	0.66%	SOLE
48	Corteva Inc com	COM	$4.2M	56901	0.63%	SOLE
49	iShares Core MSCI Emerging Markets	CORE MSCI EMKT	$4.2M	70571	0.63%	SOLE
50	Costco Wholesale Corp	COM	$4.1M	4152	0.61%	SOLE

1–50 of 206

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.