Institutional Manager · CIK 0001317733
Exchange Capital Management, Inc.
Ann Arbor, MI · File #028-11274
Latest AUM
$670.0M
Positions
206
Top-10 Concentration
40.2%
Filings
10
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Jun 2025206 pos · $670.0M
- 13F HOLDINGS REPORTQ/E Mar 2025207 pos · $616.7M
- 13F HOLDINGS REPORTQ/E Dec 2024211 pos · $629.6M
- 13F HOLDINGS REPORTQ/E Sep 2024194 pos · $628.0M
- 13F HOLDINGS REPORTQ/E Jun 2024193 pos · $613.9M
- 13F HOLDINGS REPORTQ/E Mar 2024188 pos · $614.6M
- 13F HOLDINGS REPORTQ/E Dec 2023176 pos · $529.9M
- 13F HOLDINGS REPORTQ/E Sep 2023176 pos · $538.5M
- 13F HOLDINGS REPORTQ/E Jun 2023169 pos · $492.5M
- 13F HOLDINGS REPORTQ/E Mar 2023161 pos · $456.1M
Top 20 Holdings — Jun 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 71,967 | $35.8M | 7.77% |
| 2 | Vanguard Sector Index Fds Vanguard Information Tec | 92204A702 | 37,090 | $24.6M | 5.34% |
| 3 | Amazon.com Inc | AMZN | 99,253 | $21.8M | 4.73% |
| 4 | Alphabet Inc. CL A | GOOG | 116,505 | $20.5M | 4.46% |
| 5 | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | WT | 441,635 | $17.5M | 3.80% |
| 6 | Berkshire Hathaway Inc | BRK-A | 30,692 | $14.9M | 3.24% |
| 7 | BlackRock Inc | BLK | 12,231 | $12.8M | 2.79% |
| 8 | Vanguard Financials ETF | 92204A405 | 100,023 | $12.7M | 2.76% |
| 9 | iShares Currency Hedged MSCI EAFE | 46434V803 | 325,525 | $12.4M | 2.68% |
| 10 | SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | 222,550 | $12.1M | 2.63% |
| 11 | ServiceNow Inc | NOW | 11,308 | $11.6M | 2.52% |
| 12 | KLA-Tencor Corp | KLAC | 12,683 | $11.4M | 2.47% |
| 13 | SPDR S&P MidCap 400 ETF | MDY | 19,852 | $11.2M | 2.44% |
| 14 | Vanguard Health Care ETF | 92204A504 | 44,069 | $10.9M | 2.38% |
| 15 | Salesforce.com Inc | CRM | 39,104 | $10.7M | 2.32% |
| 16 | Vanguard Industrials ETF | 92204A603 | 35,523 | $9.9M | 2.16% |
| 17 | Vanguard Consumer Discretionary ETF | 92204A108 | 27,449 | $9.9M | 2.16% |
| 18 | iShares Core S&P Small-Cap | 464287804 | 88,647 | $9.7M | 2.10% |
| 19 | JPMorgan Chase & Co | VYLD | 32,762 | $9.5M | 2.06% |
| 20 | Vanguard Telecommunication Services ETF | 92204A884 | 50,313 | $8.6M | 1.87% |