Exchange Capital Management, Inc. Investment Portfolio — 13F Data

CIK: 0001317733

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$670.0M

Reporting period: 2025-06-30 · Number of holdings: 206

Exchange Capital Management, Inc. disclosed 206 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $670.0M and a quarterly turnover rate of 0.0%.

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Personality snowflake

Concentration: 5.8
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 55.47
Diversification: 100
Sizing Uniformity: 85.87

Exchange Capital Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.014 — mathematically equivalent to about 69 equally-sized positions, well below its 206 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.41), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 36% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 206 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	5.34%	—	-0.79%
2	VGT	Vanguard Info Tech ETF	ETF-Tech	3.67%	—	-0.84%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	3.25%	—	-0.18%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.06%	—	-1.27%
5	DDWM	Wisdomtree Dy Inter Eq Fd-us	ETF-Other	2.61%	—	-2.58%
6	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.23%	—	-2.00%
7	BLK	Blackrock INC	Stock-Financials	1.92%	—	-1.71%
8	VFH	Vanguard Financials ETF	ETF-Other	1.90%	—	-0.06%
9	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	1.84%	—	+5.29%
10	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	1.81%	—	+8.08%
11	NOW	Servicenow INC	Stock-Tech	1.74%	—	-1.65%
12	KLAC	Kla CORP	Stock-Tech	1.70%	—	-2.95%
13	MDY	State Street Spdr S&p Midcap	ETF-Other	1.68%	—	-0.89%
14	VHT	Vanguard Health Care ETF	ETF-Other	1.63%	—	+9.21%
15	CRM	Salesforce INC	Stock-Tech	1.59%	—	-2.00%
16	VIS	Vanguard Industrials ETF	ETF-Other	1.48%	—	+2.68%
17	VCR	Vanguard Consumer Discre ETF	ETF-Other	1.48%	—	+6.76%
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.45%	—	-3.06%
19	JPM	Jpmorgan Chase & Co	Stock-Financials	1.42%	—	-1.69%
20	VOX	Vanguard Communication Servi	ETF-Other	1.28%	—	-2.36%
21	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	1.26%	—	-1.14%
22	EMR	Emerson Electric Co	Stock-Industrials	1.26%	—	-1.97%
23	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	1.20%	—	+10.48%
24	MNST	Monster Beverage CORP	Stock-Consumer Staples	1.17%	—	—
25	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	1.15%	—	+7.32%
26	AAPL	Apple INC	Stock-Tech	1.08%	—	+10.74%
27	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	1.03%	—	-5.12%
28	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.02%	—	+4.03%
29	GWRE	Guidewire Software INC	Stock-Tech	0.97%	—	-33.11%
30	RTX	Rtx CORP	Stock-Industrials	0.95%	—	-1.70%
31	BBBS	Bblx Bbb 1-5y CORP Bond ETF	ETF-Corp Bonds	0.91%	—	+63.06%
32	HON	Honeywell International INC	Stock-Industrials	0.87%	—	+5.37%
33	VPU	Vanguard Utilities ETF	ETF-Other	0.85%	—	+4.35%
34	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.81%	—	-6.94%
35	MYCI	State Street My2029 Corporat	ETF-Other	0.80%	—	+42.04%
36	GILD	Gilead Sciences INC	Stock-Healthcare	0.76%	—	+0.08%
37	HD	Home Depot INC	Stock-Consumer Disc	0.76%	—	-1.71%
38	MYCH	State Street My2028 Corporat	ETF-Other	0.74%	—	+40.84%
39	VAW	Vanguard Materials ETF	ETF-Other	0.73%	—	-0.41%
40	LNG	Cheniere Energy INC	Stock-Energy	0.72%	—	+5.70%
41	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.71%	—	+2.58%
42	V	Visa Inc-class A Shares	Stock-Financials	0.69%	—	-5.15%
43	AMGN	Amgen INC	Stock-Healthcare	0.69%	—	-1.65%
44	DIS	Walt Disney Co/the	Stock-Comm Services	0.67%	—	-15.79%
45	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.67%	—	-2.68%
46	VDC	Vanguard Consumer Staple ETF	ETF-Other	0.66%	—	+8.50%
47	MRK	Merck & Co. INC.	Stock-Healthcare	0.66%	—	-2.98%
48	CTVA	Corteva INC	Stock-Materials	0.63%	—	+0.28%
49	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.63%	—	+1.68%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.61%	—	+38.77%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+16.9%

Based on 62% of reported portfolio value with available pricing

Stdev: +11.6%
Beta: +0.84
Alpha: -2.1%
Max Drawdown: -8.4%
Annualized Perf: +13.5%
Batting Avg vs S&P: +38.9%
Sortino: +2.15
Stutzer: +0.34
Treynor: +0.16
Sterling: +0.79
Calmar: +1.61
Information Ratio: -1.19
Tracking Error: +4.3%
Stdev Down: +6.2%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +27.6%
Worst 12 Months: +5.1%
Efficiency Ratio: +0.45
Sharpe: +1.16
Stdev Sectors: +8.7%
Skewness: 0
Kurtosis: -0.31
Upside Potential: +3.82

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-06-30	206	$670.0M	0	1MSFT 2VGT 3AMZN Top holdings2025-06-30 1.MSFT 2.VGT 3.AMZN 4.GOOGL 5.DDWM 6.BRK-B 7.BLK 8.VFH 9.HEFA 10.SPMD
2025-03-31	207	$616.7M	100	1MSFT 2VGT 3AMZN Top holdings2025-03-31 1.MSFT 2.VGT 3.AMZN 4.GOOGL 5.BRK-B 6.DDWM 7.VFH 8.BLK 9.HEFA 10.CRM
2024-12-31	211	$629.6M	0	1MSFT 2GOOGL 3AMZN Top holdings2024-12-31 1.MSFT 2.GOOGL 3.AMZN 4.VGT 5.DDWM 6.BRK-B 7.CRM 8.BLK 9.NOW 10.VFH
2024-09-30	194	$628.0M	0	1MSFT 2VGT 3GOOGL Top holdings2024-09-30 1.MSFT 2.VGT 3.GOOGL 4.AMZN 5.BRK-B 6.DDWM 7.BLK 8.NOW 9.IJR 10.MDY
2024-06-30	193	$613.9M	0	1MSFT 2GOOGL 3AMZN Top holdings2024-06-30 1.MSFT 2.GOOGL 3.AMZN 4.VGT 5.DDWM 6.BRK-B 7.KLAC 8.IJR 9.MDY 10.CRM
2024-03-31	188	$614.6M	0	1MSFT 2AMZN 3GOOGL Top holdings2024-03-31 1.MSFT 2.AMZN 3.GOOGL 4.VGT 5.BRK-B 6.DDWM 7.CRM 8.IJR 9.KLAC 10.MDY
2023-12-31	181	$557.1M	0	1MSFT 2GOOGL 3VGT Top holdings2023-12-31 1.MSFT 2.GOOGL 3.VGT 4.AMZN 5.DDWM 6.BRK-B 7.IJR 8.CRM 9.BLKCHF 10.MDY
2023-09-30	176	$529.9M	0	1MSFT 2GOOGL 3DDWM Top holdings2023-09-30 1.MSFT 2.GOOGL 3.DDWM 4.BRK-B 5.VGT 6.AMZN 7.BSGT 8.IJR 9.TLT 10.MDY
2023-06-30	176	$538.5M	0	1MSFT 2GOOGL 3DDWM Top holdings2023-06-30 1.MSFT 2.GOOGL 3.DDWM 4.VGT 5.AMZN 6.BRK-B 7.BSGT 8.IJR 9.TLT 10.MDY
2023-03-31	169	$492.5M	0	1MSFT 2DDWM 3GOOGL Top holdings2023-03-31 1.MSFT 2.DDWM 3.GOOGL 4.VGT 5.BRK-B 6.IJR 7.AMZN 8.MDY 9.BLKCHF 10.CRM
2022-12-31	161	$456.1M	0	1MSFT 2DDWM 3BRK-B Top holdings2022-12-31 1.MSFT 2.DDWM 3.BRK-B 4.IJR 5.GOOGL 6.VGT 7.MDY 8.BLKCHF 9.KLAC 10.IJH
2022-09-30	161	$431.2M	0	1MSFT 2GOOGL 3HEFA Top holdings2022-09-30 1.MSFT 2.GOOGL 3.HEFA 4.BRK-B 5.AMZN 6.IJR 7.VGT 8.MDY 9.DDWM 10.AGG
2022-06-30	158	$458.7M	0	1MSFT 2GOOGL 3HEFA Top holdings2022-06-30 1.MSFT 2.GOOGL 3.HEFA 4.BRK-B 5.IJR 6.AMZN 7.DDWM 8.VGT 9.MDY 10.BLKCHF
2022-03-31	162	$533.7M	0	1MSFT 2GOOGL 3AMZN Top holdings2022-03-31 1.MSFT 2.GOOGL 3.AMZN 4.BRK-B 5.IJR 6.HEFA 7.VGT 8.MDY 9.DDWM 10.BLKCHF
2021-12-31	167	$550.4M	0	1MSFT 2GOOGL 3AMZN Top holdings2021-12-31 1.MSFT 2.GOOGL 3.AMZN 4.IJR 5.HEFA 6.BRK-B 7.MDY 8.BLKCHF 9.VGT 10.DDWM
2021-09-30	165	$516.1M	0	1MSFT 2GOOGL 3AMZN Top holdings2021-09-30 1.MSFT 2.GOOGL 3.AMZN 4.HEFA 5.IJR 6.MDY 7.BRK-B 8.BLKCHF 9.DDWM 10.VGT
2021-06-30	163	$521.3M	96	1MSFT 2AMZN 3GOOGL Top holdings2021-06-30 1.MSFT 2.AMZN 3.GOOGL 4.IJR 5.MDY 6.HEFA 7.BLKCHF 8.BRK-B 9.DDWM 10.VGT
2021-03-31	162	$482.9M	11	1MSFT 2MDY 3AMZN Top holdings2021-03-31 1.MSFT 2.MDY 3.AMZN 4.IJR 5.GOOGL 6.DDWM 7.BRK-B 8.HEFA 9.BLKCHF 10.KLAC
2020-12-31	160	$448.9M	18	1MSFT 2AMZN 3MDY Top holdings2020-12-31 1.MSFT 2.AMZN 3.MDY 4.DDWM 5.BLKCHF 6.IJR 7.GOOGL 8.BRK-B 9.VGT 10.HEFA
2020-09-30	151	$395.2M	11	1MSFT 2AMZN 3DDWM Top holdings2020-09-30 1.MSFT 2.AMZN 3.DDWM 4.MDY 5.BRK-B 6.BLKCHF 7.VGT 8.GOOGL 9.SCHX 10.CRM
2020-06-30	152	$360.7M	22	1MSFT 2AMZN 3DDWM Top holdings2020-06-30 1.MSFT 2.AMZN 3.DDWM 4.MDY 5.BLKCHF 6.GOOGL 7.HEFA 8.BRK-B 9.VGT 10.SCHX
2020-03-31	140	$306.7M	29	1MSFT 2DDWM 3AMZN Top holdings2020-03-31 1.MSFT 2.DDWM 3.AMZN 4.BRK-B 5.MDY 6.BLKCHF 7.HEFA 8.GOOGL 9.PG 10.SCHX
2019-12-31	149	$388.9M	10	1DDWM 2MDY 3MSFT Top holdings2019-12-31 1.DDWM 2.MDY 3.MSFT 4.BRK-B 5.IJR 6.AMZN 7.SCHX 8.BLKCHF 9.HEFA 10.GOOGL
2019-09-30	150	$379.7M	12	1DDWM 2MDY 3MSFT Top holdings2019-09-30 1.DDWM 2.MDY 3.MSFT 4.BRK-B 5.SCHX 6.IJR 7.HEFA 8.AMZN 9.GOOGL 10.PG
2019-06-30	135	$372.0M	10	1DDWM 2MDY 3MSFT Top holdings2019-06-30 1.DDWM 2.MDY 3.MSFT 4.SCHX 5.IJR 6.AMZN 7.BRK-B 8.HEFA 9.DIS 10.AAPL
2019-03-31	131	$356.5M	20	1DDWM 2MDY 3SCHX Top holdings2019-03-31 1.DDWM 2.MDY 3.SCHX 4.MSFT 5.IJR 6.AMZN 7.BRK-B 8.GOOGL 9.AAPL 10.HEFA
2018-12-31	132	$308.0M	28	1MDY 2DDWM 3SCHX Top holdings2018-12-31 1.MDY 2.DDWM 3.SCHX 4.BRK-B 5.IJR 6.SCHZ 7.GOOGL 8.AMZN 9.MSFT 10.V
2018-09-30	305	$344.9M	18	1MDY 2AMZN 3SCHX Top holdings2018-09-30 1.MDY 2.AMZN 3.SCHX 4.IJR 5.AAPL 6.BRK-B 7.GOOGL 8.HEFA 9.SCHZ 10.V
2018-06-30	252	$336.4M	12	1MDY 2AMZN 3IJR Top holdings2018-06-30 1.MDY 2.AMZN 3.IJR 4.SCHX 5.DDWM 6.SCHZ 7.GOOGL 8.BRK-B 9.HEFA 10.AAPL
2018-03-31	248	$318.2M	25	1MDY 2AMZN 3IJR Top holdings2018-03-31 1.MDY 2.AMZN 3.IJR 4.SCHX 5.BRK-B 6.DDWM 7.SCHZ 8.GOOGL 9.V 10.JPM
2017-12-31	233	$317.7M	24	1MDY 2IJR 3BRK-B Top holdings2017-12-31 1.MDY 2.IJR 3.BRK-B 4.AMZN 5.SCHX 6.AAPL 7.SCHZ 8.JPM 9.GOOGL 10.V
2017-09-30	254	$303.0M	22	1MDY 2IJR 3JPM Top holdings2017-09-30 1.MDY 2.IJR 3.JPM 4.BRK-B 5.V 6.AAPL 7.AMZN 8.SCHZ 9.GOOGL 10.SCHM
2017-06-30	239	$296.8M	28	1MDY 2IJR 3JPM Top holdings2017-06-30 1.MDY 2.IJR 3.JPM 4.BRK-B 5.AMZN 6.V 7.AAPL 8.GOOGL 9.36870A 10.PG
2017-03-31	230	$276.2M	15	1MDY 2IJR 3AAPL Top holdings2017-03-31 1.MDY 2.IJR 3.AAPL 4.JPM 5.BRK-B 6.JNJ 7.AMZN 8.V 9.36870A 10.WFC
2016-12-31	213	$262.4M	20	1MDY 2IJR 3AAPL Top holdings2016-12-31 1.MDY 2.IJR 3.AAPL 4.JPM 5.BRK-B 6.JNJ 7.V 8.AMZN 9.WFC 10.GOOGL
2016-09-30	236	$254.5M	9	1MDY 2AAPL 3V Top holdings2016-09-30 1.MDY 2.AAPL 3.V 4.JNJ 5.AMZN 6.BRK-B 7.JPM 8.GOOGL 9.PG 10.IJR
2016-06-30	251	$246.6M	22	1MDY 2JNJ 3AAPL Top holdings2016-06-30 1.MDY 2.JNJ 3.AAPL 4.BRK-B 5.V 6.JPM 7.AMZN 8.WFC 9.PG 10.GOOGL
2016-03-31	85	$231.8M	16	1MDY 2AAPL 3V Top holdings2016-03-31 1.MDY 2.AAPL 3.V 4.BRK-B 5.JNJ 6.JPM 7.WFC 8.AMZN 9.CVS 10.IJR
2015-12-31	87	$236.5M	23	1MDY 2AAPL 3V Top holdings2015-12-31 1.MDY 2.AAPL 3.V 4.XLK 5.BRK-B 6.JNJ 7.AMZN 8.VLO 9.CVS 10.DIS
2015-09-30	85	$215.2M	29	1MDY 2V 3BRK-B Top holdings2015-09-30 1.MDY 2.V 3.BRK-B 4.XLK 5.JNJ 6.CVS 7.DIS 8.AAPL 9.VLO 10.AMZN
2015-06-30	88	$245.0M	16	1QNDX 2BRK-B 3XLK Top holdings2015-06-30 1.QNDX 2.BRK-B 3.XLK 4.V 5.JNJ 6.LNG 7.DAL 8.CVS 9.DIS 10.AAPL
2015-03-31	230	$245.1M	27	1QNDX 2BRK-B 3LNG Top holdings2015-03-31 1.QNDX 2.BRK-B 3.LNG 4.XLK 5.DAL 6.V 7.JNJ 8.CVS 9.CNI 10.DIS
2014-12-31	376	$238.8M	44	1QNDX 2DAL 3V Top holdings2014-12-31 1.QNDX 2.DAL 3.V 4.LNG 5.XLK 6.CNI 7.EFA 8.CVS 9.BRK-B 10.IJR
2014-09-30	239	$229.2M	11	178464a2LNG 3EFA Top holdings2014-09-30 1.78464a 2.LNG 3.EFA 4.CNI 5.SPY 6.DAL 7.V 8.IJR 9.F 10.BRK-B
2014-06-30	243	$226.6M	12	178464a2EFA 3LNG Top holdings2014-06-30 1.78464a 2.EFA 3.LNG 4.IJR 5.DAL 6.SPY 7.V 8.CNI 9.DIS 10.F
2014-03-31	236	$217.9M	21	178464a2EFA 3IJR Top holdings2014-03-31 1.78464a 2.EFA 3.IJR 4.SPY 5.LNG 6.DAL 7.V 8.DIS 9.38259p 10.VLO
2013-12-31	232	$205.4M	24	1EFA278464a3IJR Top holdings2013-12-31 1.EFA 2.78464a 3.IJR 4.V 5.SPY 6.TIP 7.DIS 8.38259p 9.CNI 10.OII
2013-09-30	223	$190.7M	10	178464a2TIP 3V Top holdings2013-09-30 1.78464a 2.TIP 3.V 4.OII 5.UTXZ 6.CNI 7.DIS 8.IJR 9.38259p 10.QCOM
2013-06-30	190	$179.5M	0	178464a2TIP 3V Top holdings2013-06-30 1.78464a 2.TIP 3.V 4.OII 5.DIS 6.CNI 7.38259p 8.UTXZ 9.IJR 10.VZ

Holding changes this quarter

Position changes disclosed by Exchange Capital Management, Inc. for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2025-06-30	2025-07-21	13F-HR	View on EDGAR
2025-03-31	2025-05-01	13F-HR	View on EDGAR
2024-12-31	2025-02-04	13F-HR	View on EDGAR
2024-09-30	2024-11-01	13F-HR	View on EDGAR
2024-06-30	2024-07-23	13F-HR	View on EDGAR
2024-03-31	2024-04-18	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-10-30	13F-HR	View on EDGAR
2023-06-30	2023-07-24	13F-HR	View on EDGAR
2023-03-31	2023-05-03	13F-HR	View on EDGAR
2022-12-31	2023-02-01	13F-HR	View on EDGAR
2022-09-30	2022-10-31	13F-HR	View on EDGAR
2022-06-30	2022-07-28	13F-HR	View on EDGAR
2022-03-31	2022-04-28	13F-HR	View on EDGAR
2021-12-31	2022-01-27	13F-HR	View on EDGAR
2021-09-30	2021-11-01	13F-HR	View on EDGAR
2021-06-30	2021-08-05	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-05	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-04	13F-HR	View on EDGAR
2020-03-31	2020-04-28	13F-HR	View on EDGAR
2019-12-31	2020-01-29	13F-HR	View on EDGAR
2019-09-30	2019-11-07	13F-HR	View on EDGAR
2019-06-30	2019-07-22	13F-HR	View on EDGAR
2019-03-31	2019-04-17	13F-HR	View on EDGAR
2018-12-31	2019-02-01	13F-HR	View on EDGAR
2018-09-30	2018-10-25	13F-HR	View on EDGAR
2018-06-30	2018-08-01	13F-HR	View on EDGAR
2018-03-31	2018-05-03	13F-HR	View on EDGAR
2017-12-31	2018-05-07	Amendment	View on EDGAR
2017-12-31	2018-02-05	13F-HR	View on EDGAR
2017-09-30	2017-11-02	13F-HR	View on EDGAR
2017-06-30	2017-07-27	13F-HR	View on EDGAR
2017-03-31	2017-05-16	Amendment	View on EDGAR
2017-03-31	2017-05-11	13F-HR	View on EDGAR
2016-12-31	2017-02-13	13F-HR	View on EDGAR
2016-09-30	2016-11-09	13F-HR	View on EDGAR
2016-06-30	2016-08-09	13F-HR	View on EDGAR
2016-03-31	2016-04-12	13F-HR	View on EDGAR
2015-12-31	2016-01-12	13F-HR	View on EDGAR
2015-09-30	2015-10-07	13F-HR	View on EDGAR
2015-06-30	2015-07-17	13F-HR	View on EDGAR
2015-03-31	2015-04-17	13F-HR	View on EDGAR
2015-03-31	2015-04-17	Amendment	View on EDGAR
2014-12-31	2015-02-02	13F-HR	View on EDGAR
2014-09-30	2014-10-03	13F-HR	View on EDGAR
2014-06-30	2014-07-03	13F-HR	View on EDGAR
2014-03-31	2014-04-02	13F-HR	View on EDGAR
2013-12-31	2014-01-29	13F-HR	View on EDGAR
2013-09-30	2013-10-17	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Exchange Capital Management, Inc. and what type of investor is it?

Exchange Capital Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-06-30), the firm manages a tracked equity portfolio valued at approximately $670.0M, spread across 206 disclosed positions.

What are Exchange Capital Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Exchange Capital Management, Inc.'s top holdings by market value are: 1. Microsoft CORP (MSFT) — $35.8M (5.3%) 2. Vanguard Info Tech ETF (VGT) — $24.6M (3.7%) 3. Amazon.com INC (AMZN) — $21.8M (3.3%) 4. Alphabet Inc-cl A (GOOGL) — $20.5M (3.1%) 5. Wisdomtree Dy Inter Eq Fd-us (DDWM) — $17.5M (2.6%)

What changes did Exchange Capital Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Exchange Capital Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Exchange Capital Management, Inc. focus on?

Exchange Capital Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.8% • Consumer Discretionary: 15.8% • Financials: 15.2% • Communication Services: 13.4% • Health Care: 9.7% • Industrials: 7.3%

Peer Institutions

Institutions with a similar AUM

Summit Partners L P

CIK 0000830588

Total reported value

$670.2M

7 stks

2026-03-31

Concentration100.0

Portfolio Stability45.2

Sector conviction100.0

AUM within 0.0% of this institution

View detail

Allen Operations LLC

CIK 0001389544

Total reported value

$669.7M

36 stks

2026-03-31

Concentration41.7

Portfolio Stability20.5

Sector conviction70.2

AUM within 0.0% of this institution

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Lonestar Capital Management LLC

CIK 0001317410

Total reported value

$670.8M

32 stks

2026-03-31

Concentration43.4

Portfolio Stability60.0

Sector conviction79.4

AUM within 0.1% of this institution

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Exchange Capital Management, Inc. Investment Portfolio — 13F Data

CIK: 0001317733

Diversified strategyLong-term holderQuality / disciplined sizing

Total reported value

$670.0M

Reporting period: 2025-06-30 · Number of holdings: 206

Exchange Capital Management, Inc. disclosed 206 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $670.0M and a quarterly turnover rate of 0.0%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "E"

Personality snowflake

Concentration: 5.8
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 55.47
Diversification: 100
Sizing Uniformity: 85.87

Position sizes vary widely across the portfolio (a coefficient of variation of 1.41), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

No holding changes this quarter

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 200 holdings (of 206 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	5.34%	—	-0.79%
2	VGT	Vanguard Info Tech ETF	ETF-Tech	3.67%	—	-0.84%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	3.25%	—	-0.18%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	3.06%	—	-1.27%
5	DDWM	Wisdomtree Dy Inter Eq Fd-us	ETF-Other	2.61%	—	-2.58%
6	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.23%	—	-2.00%
7	BLK	Blackrock INC	Stock-Financials	1.92%	—	-1.71%
8	VFH	Vanguard Financials ETF	ETF-Other	1.90%	—	-0.06%
9	HEFA	Isha Curr Hedged Msci Eafe	ETF-Other	1.84%	—	+5.29%
10	SPMD	Ss Spdr P S&p 400 Midcap ETF	ETF-Other	1.81%	—	+8.08%
11	NOW	Servicenow INC	Stock-Tech	1.74%	—	-1.65%
12	KLAC	Kla CORP	Stock-Tech	1.70%	—	-2.95%
13	MDY	State Street Spdr S&p Midcap	ETF-Other	1.68%	—	-0.89%
14	VHT	Vanguard Health Care ETF	ETF-Other	1.63%	—	+9.21%
15	CRM	Salesforce INC	Stock-Tech	1.59%	—	-2.00%
16	VIS	Vanguard Industrials ETF	ETF-Other	1.48%	—	+2.68%
17	VCR	Vanguard Consumer Discre ETF	ETF-Other	1.48%	—	+6.76%
18	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	1.45%	—	-3.06%
19	JPM	Jpmorgan Chase & Co	Stock-Financials	1.42%	—	-1.69%
20	VOX	Vanguard Communication Servi	ETF-Other	1.28%	—	-2.36%
21	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	1.26%	—	-1.14%
22	EMR	Emerson Electric Co	Stock-Industrials	1.26%	—	-1.97%
23	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	1.20%	—	+10.48%
24	MNST	Monster Beverage CORP	Stock-Consumer Staples	1.17%	—	—
25	SPTM	Ss Spdr P S&p 1500 Comp ETF	ETF-Other	1.15%	—	+7.32%
26	AAPL	Apple INC	Stock-Tech	1.08%	—	+10.74%
27	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	1.03%	—	-5.12%
28	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.02%	—	+4.03%
29	GWRE	Guidewire Software INC	Stock-Tech	0.97%	—	-33.11%
30	RTX	Rtx CORP	Stock-Industrials	0.95%	—	-1.70%
31	BBBS	Bblx Bbb 1-5y CORP Bond ETF	ETF-Corp Bonds	0.91%	—	+63.06%
32	HON	Honeywell International INC	Stock-Industrials	0.87%	—	+5.37%
33	VPU	Vanguard Utilities ETF	ETF-Other	0.85%	—	+4.35%
34	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.81%	—	-6.94%
35	MYCI	State Street My2029 Corporat	ETF-Other	0.80%	—	+42.04%
36	GILD	Gilead Sciences INC	Stock-Healthcare	0.76%	—	+0.08%
37	HD	Home Depot INC	Stock-Consumer Disc	0.76%	—	-1.71%
38	MYCH	State Street My2028 Corporat	ETF-Other	0.74%	—	+40.84%
39	VAW	Vanguard Materials ETF	ETF-Other	0.73%	—	-0.41%
40	LNG	Cheniere Energy INC	Stock-Energy	0.72%	—	+5.70%
41	CMCSA	Comcast Corp-class A	Stock-Comm Services	0.71%	—	+2.58%
42	V	Visa Inc-class A Shares	Stock-Financials	0.69%	—	-5.15%
43	AMGN	Amgen INC	Stock-Healthcare	0.69%	—	-1.65%
44	DIS	Walt Disney Co/the	Stock-Comm Services	0.67%	—	-15.79%
45	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.67%	—	-2.68%
46	VDC	Vanguard Consumer Staple ETF	ETF-Other	0.66%	—	+8.50%
47	MRK	Merck & Co. INC.	Stock-Healthcare	0.66%	—	-2.98%
48	CTVA	Corteva INC	Stock-Materials	0.63%	—	+0.28%
49	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.63%	—	+1.68%
50	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.61%	—	+38.77%

1–50 of 200

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+16.9%

Based on 62% of reported portfolio value with available pricing

Stdev: +11.6%
Beta: +0.84
Alpha: -2.1%
Max Drawdown: -8.4%
Annualized Perf: +13.5%
Batting Avg vs S&P: +38.9%
Sortino: +2.15
Stutzer: +0.34
Treynor: +0.16
Sterling: +0.79
Calmar: +1.61
Information Ratio: -1.19
Tracking Error: +4.3%
Stdev Down: +6.2%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +27.6%
Worst 12 Months: +5.1%
Efficiency Ratio: +0.45
Sharpe: +1.16
Stdev Sectors: +8.7%
Skewness: 0
Kurtosis: -0.31
Upside Potential: +3.82

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-06-30	206	$670.0M	0	1MSFT 2VGT 3AMZN Top holdings2025-06-30 1.MSFT 2.VGT 3.AMZN 4.GOOGL 5.DDWM 6.BRK-B 7.BLK 8.VFH 9.HEFA 10.SPMD
2025-03-31	207	$616.7M	100	1MSFT 2VGT 3AMZN Top holdings2025-03-31 1.MSFT 2.VGT 3.AMZN 4.GOOGL 5.BRK-B 6.DDWM 7.VFH 8.BLK 9.HEFA 10.CRM
2024-12-31	211	$629.6M	0	1MSFT 2GOOGL 3AMZN Top holdings2024-12-31 1.MSFT 2.GOOGL 3.AMZN 4.VGT 5.DDWM 6.BRK-B 7.CRM 8.BLK 9.NOW 10.VFH
2024-09-30	194	$628.0M	0	1MSFT 2VGT 3GOOGL Top holdings2024-09-30 1.MSFT 2.VGT 3.GOOGL 4.AMZN 5.BRK-B 6.DDWM 7.BLK 8.NOW 9.IJR 10.MDY
2024-06-30	193	$613.9M	0	1MSFT 2GOOGL 3AMZN Top holdings2024-06-30 1.MSFT 2.GOOGL 3.AMZN 4.VGT 5.DDWM 6.BRK-B 7.KLAC 8.IJR 9.MDY 10.CRM
2024-03-31	188	$614.6M	0	1MSFT 2AMZN 3GOOGL Top holdings2024-03-31 1.MSFT 2.AMZN 3.GOOGL 4.VGT 5.BRK-B 6.DDWM 7.CRM 8.IJR 9.KLAC 10.MDY
2023-12-31	181	$557.1M	0	1MSFT 2GOOGL 3VGT Top holdings2023-12-31 1.MSFT 2.GOOGL 3.VGT 4.AMZN 5.DDWM 6.BRK-B 7.IJR 8.CRM 9.BLKCHF 10.MDY
2023-09-30	176	$529.9M	0	1MSFT 2GOOGL 3DDWM Top holdings2023-09-30 1.MSFT 2.GOOGL 3.DDWM 4.BRK-B 5.VGT 6.AMZN 7.BSGT 8.IJR 9.TLT 10.MDY
2023-06-30	176	$538.5M	0	1MSFT 2GOOGL 3DDWM Top holdings2023-06-30 1.MSFT 2.GOOGL 3.DDWM 4.VGT 5.AMZN 6.BRK-B 7.BSGT 8.IJR 9.TLT 10.MDY
2023-03-31	169	$492.5M	0	1MSFT 2DDWM 3GOOGL Top holdings2023-03-31 1.MSFT 2.DDWM 3.GOOGL 4.VGT 5.BRK-B 6.IJR 7.AMZN 8.MDY 9.BLKCHF 10.CRM
2022-12-31	161	$456.1M	0	1MSFT 2DDWM 3BRK-B Top holdings2022-12-31 1.MSFT 2.DDWM 3.BRK-B 4.IJR 5.GOOGL 6.VGT 7.MDY 8.BLKCHF 9.KLAC 10.IJH
2022-09-30	161	$431.2M	0	1MSFT 2GOOGL 3HEFA Top holdings2022-09-30 1.MSFT 2.GOOGL 3.HEFA 4.BRK-B 5.AMZN 6.IJR 7.VGT 8.MDY 9.DDWM 10.AGG
2022-06-30	158	$458.7M	0	1MSFT 2GOOGL 3HEFA Top holdings2022-06-30 1.MSFT 2.GOOGL 3.HEFA 4.BRK-B 5.IJR 6.AMZN 7.DDWM 8.VGT 9.MDY 10.BLKCHF
2022-03-31	162	$533.7M	0	1MSFT 2GOOGL 3AMZN Top holdings2022-03-31 1.MSFT 2.GOOGL 3.AMZN 4.BRK-B 5.IJR 6.HEFA 7.VGT 8.MDY 9.DDWM 10.BLKCHF
2021-12-31	167	$550.4M	0	1MSFT 2GOOGL 3AMZN Top holdings2021-12-31 1.MSFT 2.GOOGL 3.AMZN 4.IJR 5.HEFA 6.BRK-B 7.MDY 8.BLKCHF 9.VGT 10.DDWM
2021-09-30	165	$516.1M	0	1MSFT 2GOOGL 3AMZN Top holdings2021-09-30 1.MSFT 2.GOOGL 3.AMZN 4.HEFA 5.IJR 6.MDY 7.BRK-B 8.BLKCHF 9.DDWM 10.VGT
2021-06-30	163	$521.3M	96	1MSFT 2AMZN 3GOOGL Top holdings2021-06-30 1.MSFT 2.AMZN 3.GOOGL 4.IJR 5.MDY 6.HEFA 7.BLKCHF 8.BRK-B 9.DDWM 10.VGT
2021-03-31	162	$482.9M	11	1MSFT 2MDY 3AMZN Top holdings2021-03-31 1.MSFT 2.MDY 3.AMZN 4.IJR 5.GOOGL 6.DDWM 7.BRK-B 8.HEFA 9.BLKCHF 10.KLAC
2020-12-31	160	$448.9M	18	1MSFT 2AMZN 3MDY Top holdings2020-12-31 1.MSFT 2.AMZN 3.MDY 4.DDWM 5.BLKCHF 6.IJR 7.GOOGL 8.BRK-B 9.VGT 10.HEFA
2020-09-30	151	$395.2M	11	1MSFT 2AMZN 3DDWM Top holdings2020-09-30 1.MSFT 2.AMZN 3.DDWM 4.MDY 5.BRK-B 6.BLKCHF 7.VGT 8.GOOGL 9.SCHX 10.CRM
2020-06-30	152	$360.7M	22	1MSFT 2AMZN 3DDWM Top holdings2020-06-30 1.MSFT 2.AMZN 3.DDWM 4.MDY 5.BLKCHF 6.GOOGL 7.HEFA 8.BRK-B 9.VGT 10.SCHX
2020-03-31	140	$306.7M	29	1MSFT 2DDWM 3AMZN Top holdings2020-03-31 1.MSFT 2.DDWM 3.AMZN 4.BRK-B 5.MDY 6.BLKCHF 7.HEFA 8.GOOGL 9.PG 10.SCHX
2019-12-31	149	$388.9M	10	1DDWM 2MDY 3MSFT Top holdings2019-12-31 1.DDWM 2.MDY 3.MSFT 4.BRK-B 5.IJR 6.AMZN 7.SCHX 8.BLKCHF 9.HEFA 10.GOOGL
2019-09-30	150	$379.7M	12	1DDWM 2MDY 3MSFT Top holdings2019-09-30 1.DDWM 2.MDY 3.MSFT 4.BRK-B 5.SCHX 6.IJR 7.HEFA 8.AMZN 9.GOOGL 10.PG
2019-06-30	135	$372.0M	10	1DDWM 2MDY 3MSFT Top holdings2019-06-30 1.DDWM 2.MDY 3.MSFT 4.SCHX 5.IJR 6.AMZN 7.BRK-B 8.HEFA 9.DIS 10.AAPL
2019-03-31	131	$356.5M	20	1DDWM 2MDY 3SCHX Top holdings2019-03-31 1.DDWM 2.MDY 3.SCHX 4.MSFT 5.IJR 6.AMZN 7.BRK-B 8.GOOGL 9.AAPL 10.HEFA
2018-12-31	132	$308.0M	28	1MDY 2DDWM 3SCHX Top holdings2018-12-31 1.MDY 2.DDWM 3.SCHX 4.BRK-B 5.IJR 6.SCHZ 7.GOOGL 8.AMZN 9.MSFT 10.V
2018-09-30	305	$344.9M	18	1MDY 2AMZN 3SCHX Top holdings2018-09-30 1.MDY 2.AMZN 3.SCHX 4.IJR 5.AAPL 6.BRK-B 7.GOOGL 8.HEFA 9.SCHZ 10.V
2018-06-30	252	$336.4M	12	1MDY 2AMZN 3IJR Top holdings2018-06-30 1.MDY 2.AMZN 3.IJR 4.SCHX 5.DDWM 6.SCHZ 7.GOOGL 8.BRK-B 9.HEFA 10.AAPL
2018-03-31	248	$318.2M	25	1MDY 2AMZN 3IJR Top holdings2018-03-31 1.MDY 2.AMZN 3.IJR 4.SCHX 5.BRK-B 6.DDWM 7.SCHZ 8.GOOGL 9.V 10.JPM
2017-12-31	233	$317.7M	24	1MDY 2IJR 3BRK-B Top holdings2017-12-31 1.MDY 2.IJR 3.BRK-B 4.AMZN 5.SCHX 6.AAPL 7.SCHZ 8.JPM 9.GOOGL 10.V
2017-09-30	254	$303.0M	22	1MDY 2IJR 3JPM Top holdings2017-09-30 1.MDY 2.IJR 3.JPM 4.BRK-B 5.V 6.AAPL 7.AMZN 8.SCHZ 9.GOOGL 10.SCHM
2017-06-30	239	$296.8M	28	1MDY 2IJR 3JPM Top holdings2017-06-30 1.MDY 2.IJR 3.JPM 4.BRK-B 5.AMZN 6.V 7.AAPL 8.GOOGL 9.36870A 10.PG
2017-03-31	230	$276.2M	15	1MDY 2IJR 3AAPL Top holdings2017-03-31 1.MDY 2.IJR 3.AAPL 4.JPM 5.BRK-B 6.JNJ 7.AMZN 8.V 9.36870A 10.WFC
2016-12-31	213	$262.4M	20	1MDY 2IJR 3AAPL Top holdings2016-12-31 1.MDY 2.IJR 3.AAPL 4.JPM 5.BRK-B 6.JNJ 7.V 8.AMZN 9.WFC 10.GOOGL
2016-09-30	236	$254.5M	9	1MDY 2AAPL 3V Top holdings2016-09-30 1.MDY 2.AAPL 3.V 4.JNJ 5.AMZN 6.BRK-B 7.JPM 8.GOOGL 9.PG 10.IJR
2016-06-30	251	$246.6M	22	1MDY 2JNJ 3AAPL Top holdings2016-06-30 1.MDY 2.JNJ 3.AAPL 4.BRK-B 5.V 6.JPM 7.AMZN 8.WFC 9.PG 10.GOOGL
2016-03-31	85	$231.8M	16	1MDY 2AAPL 3V Top holdings2016-03-31 1.MDY 2.AAPL 3.V 4.BRK-B 5.JNJ 6.JPM 7.WFC 8.AMZN 9.CVS 10.IJR
2015-12-31	87	$236.5M	23	1MDY 2AAPL 3V Top holdings2015-12-31 1.MDY 2.AAPL 3.V 4.XLK 5.BRK-B 6.JNJ 7.AMZN 8.VLO 9.CVS 10.DIS
2015-09-30	85	$215.2M	29	1MDY 2V 3BRK-B Top holdings2015-09-30 1.MDY 2.V 3.BRK-B 4.XLK 5.JNJ 6.CVS 7.DIS 8.AAPL 9.VLO 10.AMZN
2015-06-30	88	$245.0M	16	1QNDX 2BRK-B 3XLK Top holdings2015-06-30 1.QNDX 2.BRK-B 3.XLK 4.V 5.JNJ 6.LNG 7.DAL 8.CVS 9.DIS 10.AAPL
2015-03-31	230	$245.1M	27	1QNDX 2BRK-B 3LNG Top holdings2015-03-31 1.QNDX 2.BRK-B 3.LNG 4.XLK 5.DAL 6.V 7.JNJ 8.CVS 9.CNI 10.DIS
2014-12-31	376	$238.8M	44	1QNDX 2DAL 3V Top holdings2014-12-31 1.QNDX 2.DAL 3.V 4.LNG 5.XLK 6.CNI 7.EFA 8.CVS 9.BRK-B 10.IJR
2014-09-30	239	$229.2M	11	178464a2LNG 3EFA Top holdings2014-09-30 1.78464a 2.LNG 3.EFA 4.CNI 5.SPY 6.DAL 7.V 8.IJR 9.F 10.BRK-B
2014-06-30	243	$226.6M	12	178464a2EFA 3LNG Top holdings2014-06-30 1.78464a 2.EFA 3.LNG 4.IJR 5.DAL 6.SPY 7.V 8.CNI 9.DIS 10.F
2014-03-31	236	$217.9M	21	178464a2EFA 3IJR Top holdings2014-03-31 1.78464a 2.EFA 3.IJR 4.SPY 5.LNG 6.DAL 7.V 8.DIS 9.38259p 10.VLO
2013-12-31	232	$205.4M	24	1EFA278464a3IJR Top holdings2013-12-31 1.EFA 2.78464a 3.IJR 4.V 5.SPY 6.TIP 7.DIS 8.38259p 9.CNI 10.OII
2013-09-30	223	$190.7M	10	178464a2TIP 3V Top holdings2013-09-30 1.78464a 2.TIP 3.V 4.OII 5.UTXZ 6.CNI 7.DIS 8.IJR 9.38259p 10.QCOM
2013-06-30	190	$179.5M	0	178464a2TIP 3V Top holdings2013-06-30 1.78464a 2.TIP 3.V 4.OII 5.DIS 6.CNI 7.38259p 8.UTXZ 9.IJR 10.VZ

Holding changes this quarter

Position changes disclosed by Exchange Capital Management, Inc. for the quarter ending 2025-06-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action

Filing History

Period	Filed	Type	EDGAR
2025-06-30	2025-07-21	13F-HR	View on EDGAR
2025-03-31	2025-05-01	13F-HR	View on EDGAR
2024-12-31	2025-02-04	13F-HR	View on EDGAR
2024-09-30	2024-11-01	13F-HR	View on EDGAR
2024-06-30	2024-07-23	13F-HR	View on EDGAR
2024-03-31	2024-04-18	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-10-30	13F-HR	View on EDGAR
2023-06-30	2023-07-24	13F-HR	View on EDGAR
2023-03-31	2023-05-03	13F-HR	View on EDGAR
2022-12-31	2023-02-01	13F-HR	View on EDGAR
2022-09-30	2022-10-31	13F-HR	View on EDGAR
2022-06-30	2022-07-28	13F-HR	View on EDGAR
2022-03-31	2022-04-28	13F-HR	View on EDGAR
2021-12-31	2022-01-27	13F-HR	View on EDGAR
2021-09-30	2021-11-01	13F-HR	View on EDGAR
2021-06-30	2021-08-05	13F-HR	View on EDGAR
2021-03-31	2021-05-10	13F-HR	View on EDGAR
2020-12-31	2021-02-05	13F-HR	View on EDGAR
2020-09-30	2020-11-06	13F-HR	View on EDGAR
2020-06-30	2020-08-04	13F-HR	View on EDGAR
2020-03-31	2020-04-28	13F-HR	View on EDGAR
2019-12-31	2020-01-29	13F-HR	View on EDGAR
2019-09-30	2019-11-07	13F-HR	View on EDGAR
2019-06-30	2019-07-22	13F-HR	View on EDGAR
2019-03-31	2019-04-17	13F-HR	View on EDGAR
2018-12-31	2019-02-01	13F-HR	View on EDGAR
2018-09-30	2018-10-25	13F-HR	View on EDGAR
2018-06-30	2018-08-01	13F-HR	View on EDGAR
2018-03-31	2018-05-03	13F-HR	View on EDGAR
2017-12-31	2018-05-07	Amendment	View on EDGAR
2017-12-31	2018-02-05	13F-HR	View on EDGAR
2017-09-30	2017-11-02	13F-HR	View on EDGAR
2017-06-30	2017-07-27	13F-HR	View on EDGAR
2017-03-31	2017-05-16	Amendment	View on EDGAR
2017-03-31	2017-05-11	13F-HR	View on EDGAR
2016-12-31	2017-02-13	13F-HR	View on EDGAR
2016-09-30	2016-11-09	13F-HR	View on EDGAR
2016-06-30	2016-08-09	13F-HR	View on EDGAR
2016-03-31	2016-04-12	13F-HR	View on EDGAR
2015-12-31	2016-01-12	13F-HR	View on EDGAR
2015-09-30	2015-10-07	13F-HR	View on EDGAR
2015-06-30	2015-07-17	13F-HR	View on EDGAR
2015-03-31	2015-04-17	13F-HR	View on EDGAR
2015-03-31	2015-04-17	Amendment	View on EDGAR
2014-12-31	2015-02-02	13F-HR	View on EDGAR
2014-09-30	2014-10-03	13F-HR	View on EDGAR
2014-06-30	2014-07-03	13F-HR	View on EDGAR
2014-03-31	2014-04-02	13F-HR	View on EDGAR
2013-12-31	2014-01-29	13F-HR	View on EDGAR
2013-09-30	2013-10-17	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Exchange Capital Management, Inc. and what type of investor is it?

What are Exchange Capital Management, Inc.'s largest equity positions?

What changes did Exchange Capital Management, Inc. make in its most recent portfolio filing?

No notable portfolio changes were recorded for Exchange Capital Management, Inc. in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Exchange Capital Management, Inc. focus on?