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CIK: 0001317733
Total reported value
$670.0M
$670.0M
194 檔
15.9%
According to the latest 13F quarterly dataset, Exchange Capital Management, Inc. managed an equity portfolio of $670.0M at the end of Q3 2024, spanning 194 distinct U.S. exchange-listed positions.
During Q3 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 | 4.86% | — | -2.55% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.23% | — | -0.81% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.15% | — | -3.18% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.05% | — | -2.72% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.69% | — | -4.32% | |
| 6 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 2.63% | — | -2.81% | |
| 7 | BLK | Blackrock Inc | Stock-Financials | 1.95% | — | — | |
| 8 | NOW | Servicenow Inc | Stock-Tech | 1.88% | — | -3.11% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.84% | — | -6.43% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.84% | — | -2.28% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 1.79% | — | -4.77% | |
| 12 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.71% | — | +2.89% | |
| 13 | VFH | Vanguard Financials ETF | ETF-Other | 1.71% | — | -0.81% | |
| 14 | KLAC | Kla CORP | Stock-Tech | 1.66% | — | -18.16% | |
| 15 | GWRE | Guidewire Software Inc | Stock-Tech | 1.48% | — | -7.37% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.38% | — | +30.78% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-Other | 1.34% | — | +2.96% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.33% | — | -0.30% | |
| 19 | VOX | Vanguard Communication Servi | ETF-Other | 1.20% | — | -2.81% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.19% | — | -9.62% | |
| 21 | VIS | Vanguard Industrials ETF | ETF-Other | 1.18% | — | +6.02% | |
| 22 | EMR | Emerson Electric Co | Stock-Industrials | 1.16% | — | -2.82% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | — | -5.45% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.14% | — | -6.15% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.11% | — | -12.77% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.05% | — | -2.83% | |
| 27 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.04% | — | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | — | -3.24% | |
| 29 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.00% | — | +5.27% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.98% | — | -4.72% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.98% | — | -2.14% | |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.93% | — | +29.94% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.88% | — | +6.69% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.87% | — | -2.06% | |
| 35 | VAW | Vanguard Materials ETF | ETF-Other | 0.82% | — | -0.68% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.82% | — | -1.30% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.81% | — | -1.84% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | — | -16.44% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.77% | — | -3.46% | |
| 40 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.76% | — | -3.68% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-Other | 0.74% | — | +14.08% | |
| 42 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.72% | — | -4.47% | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.70% | — | +0.13% | |
| 44 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.68% | — | -3.00% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.67% | — | -1.77% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | — | -5.80% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | — | -2.06% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | — | -3.00% | |
| 49 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.63% | — | -2.52% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.62% | — | +26.66% |
According to official SEC Form 13F filings, Exchange Capital Management, Inc. reported a total U.S. public equity portfolio value of $670.0M across 194 disclosed positions in Q3 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, VGT, GOOGL) accounted for 15.9% of total reported equity market value during Q3 2024.
During Q3 2024, Exchange Capital Management, Inc.'s top holdings by market value included MSFT (4.9%)、VGT (3.2%)、GOOGL (3.1%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q3 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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