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CIK: 0001317733
Total reported value
$670.0M
$670.0M
193 檔
16.7%
During the Q2 2024 filing period, Exchange Capital Management, Inc. (CIK: 0001317733) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $670.0M across 193 reported positions.
During Q2 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 | 5.30% | — | -1.93% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.65% | — | -4.18% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.33% | — | -2.75% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.27% | — | +4.76% | |
| 5 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 2.63% | — | -1.28% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.54% | — | -3.94% | |
| 7 | KLAC | Kla CORP | Stock-Tech | 2.21% | — | -6.64% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | — | -7.42% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.81% | — | -4.93% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 1.81% | — | -4.19% | |
| 11 | NOW | Servicenow Inc | Stock-Tech | 1.75% | — | -2.32% | |
| 12 | BLKCHF | Blackrock Inc | Stock-Other | 1.72% | — | -2.28% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.71% | — | +1.30% | |
| 14 | VFH | Vanguard Financials ETF | ETF-Other | 1.60% | — | +4.45% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.30% | — | -2.25% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.26% | — | +5.68% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.25% | — | +2.66% | |
| 18 | GWRE | Guidewire Software Inc | Stock-Tech | 1.23% | — | -7.44% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.23% | — | +0.20% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.23% | — | -1.08% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.23% | — | -12.70% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.20% | — | -3.66% | |
| 23 | VOX | Vanguard Communication Servi | ETF-Other | 1.20% | — | +0.89% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.19% | — | -1.00% | |
| 25 | VIS | Vanguard Industrials ETF | ETF-Other | 1.03% | — | +8.89% | |
| 26 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.02% | — | -11.99% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.01% | — | +43.03% | |
| 28 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.96% | — | -1.70% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.95% | — | -5.53% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | — | -6.89% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | — | -6.72% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.88% | — | -3.07% | |
| 33 | ADBE | Adobe Inc | Stock-Tech | 0.87% | — | -1.32% | |
| 34 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.84% | — | -3.13% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | — | -1.21% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.80% | — | +7.07% | |
| 37 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.80% | — | -4.49% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.78% | — | -13.02% | |
| 39 | VAW | Vanguard Materials ETF | ETF-Other | 0.77% | — | -0.81% | |
| 40 | BIIB | Biogen Inc | Stock-Healthcare | 0.76% | — | -1.03% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.73% | — | +2.29% | |
| 42 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.71% | — | -1.23% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.70% | — | — | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | — | -6.67% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.67% | — | +44.60% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | — | -8.50% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | — | -5.01% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | — | -1.45% | |
| 49 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.62% | — | -1.76% | |
| 50 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.60% | — | -2.10% |
According to official SEC Form 13F filings, Exchange Capital Management, Inc. reported a total U.S. public equity portfolio value of $670.0M across 193 disclosed positions in Q2 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, GOOGL, AMZN) accounted for 16.7% of total reported equity market value during Q2 2024.
During Q2 2024, Exchange Capital Management, Inc.'s top holdings by market value included MSFT (5.3%)、GOOGL (3.6%)、AMZN (3.3%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q2 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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