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CIK: 0001317733
Total reported value
$670.0M
$670.0M
188 檔
15.6%
As reported in its official Q1 2024 Form 13F filing, Exchange Capital Management, Inc.'s tracked investment portfolio stood at $670.0M with 188 total positions.
During Q1 2024, Exchange Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | — | +0.59% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.19% | — | +2.34% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.15% | — | +1.82% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.84% | — | -1.76% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.73% | — | +1.39% | |
| 6 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 2.67% | — | +0.73% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.21% | — | -1.41% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.06% | — | -9.96% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 2.00% | — | -3.41% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.98% | — | -1.39% | |
| 11 | BLKCHF | Blackrock Inc | Stock-Other | 1.86% | — | -1.29% | |
| 12 | NOW | Servicenow Inc | Stock-Tech | 1.73% | — | -0.35% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.65% | — | +5.12% | |
| 14 | VFH | Vanguard Financials ETF | ETF-Other | 1.57% | — | +1.40% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.46% | — | +301.47% | |
| 16 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.37% | — | -0.30% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.34% | — | +1.75% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.33% | — | +0.35% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.26% | — | +0.09% | |
| 20 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.24% | — | +0.55% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-Other | 1.21% | — | +0.50% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | — | -1.24% | |
| 23 | VOX | Vanguard Communication Servi | ETF-Other | 1.13% | — | -0.96% | |
| 24 | GWRE | Guidewire Software Inc | Stock-Tech | 1.13% | — | -2.51% | |
| 25 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.12% | — | -1.80% | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.10% | — | +14.41% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.09% | — | -1.33% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.08% | — | +6.63% | |
| 29 | VIS | Vanguard Industrials ETF | ETF-Other | 0.98% | — | +0.84% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.96% | — | -8.62% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.93% | — | -16.59% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.85% | — | -0.59% | |
| 33 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.84% | — | -0.31% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.82% | — | -0.41% | |
| 35 | VAW | Vanguard Materials ETF | ETF-Other | 0.82% | — | +1.95% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.82% | — | +0.24% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.80% | — | +5.88% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | — | +0.06% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | — | -3.58% | |
| 40 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.74% | — | +805.30% | |
| 41 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.73% | — | -3.74% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.72% | — | +8.73% | |
| 43 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.72% | — | +3.48% | |
| 44 | BIIB | Biogen Inc | Stock-Healthcare | 0.71% | — | +0.25% | |
| 45 | UTXZ | United Tech CORP | Stock-Other | 0.69% | — | — | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.69% | — | +19.11% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | — | -3.41% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | — | -0.70% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | — | -0.16% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | — | -3.17% |
According to official SEC Form 13F filings, Exchange Capital Management, Inc. reported a total U.S. public equity portfolio value of $670.0M across 188 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, GOOGL) accounted for 15.6% of total reported equity market value during Q1 2024.
During Q1 2024, Exchange Capital Management, Inc.'s top holdings by market value included MSFT (5.1%)、AMZN (3.2%)、GOOGL (3.1%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q1 2024, Exchange Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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