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CIK: 0001317733
Total reported value
$670.0M
$670.0M
211 檔
16.8%
In Q4 2024, Exchange Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $670.0M, distributed across 211 disclosed stock positions.
During Q4 2024, Exchange Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.81% | — | +1.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.59% | — | +0.17% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.51% | — | -2.07% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.48% | — | +1.99% | |
| 5 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 2.49% | — | -1.03% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | — | -13.93% | |
| 7 | CRM | Salesforce Inc | Stock-Tech | 2.15% | — | -1.37% | |
| 8 | BLK | Blackrock Inc | Stock-Financials | 2.06% | — | -1.86% | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 1.96% | — | -11.69% | |
| 10 | VFH | Vanguard Financials ETF | ETF-Other | 1.84% | — | +0.44% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.83% | — | -0.15% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | — | -4.70% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.69% | — | +0.92% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.64% | — | +18.59% | |
| 15 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.47% | — | +0.80% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 1.43% | — | +19.08% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.32% | — | -1.52% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.31% | — | +24.93% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | — | -0.17% | |
| 20 | VIS | Vanguard Industrials ETF | ETF-Other | 1.29% | — | +12.29% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.28% | — | -2.36% | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 1.25% | — | -2.13% | |
| 23 | GWRE | Guidewire Software Inc | Stock-Tech | 1.14% | — | -16.54% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.11% | — | -8.29% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.09% | — | +19.59% | |
| 26 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.04% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.03% | — | -9.65% | |
| 28 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.99% | — | -0.40% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.98% | — | -12.03% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.95% | — | +5.16% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | — | -4.81% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.91% | — | -0.48% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | — | +7.91% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.81% | — | +4.30% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.78% | — | -0.73% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | — | +10.84% | |
| 37 | VPU | Vanguard Utilities ETF | ETF-Other | 0.74% | — | +5.97% | |
| 38 | VAW | Vanguard Materials ETF | ETF-Other | 0.73% | — | +0.19% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | — | +166.82% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | — | -1.92% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | — | -19.79% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | — | +0.32% | |
| 43 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.68% | — | -0.63% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.66% | — | +0.45% | |
| 45 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.65% | — | -0.92% | |
| 46 | LNG | Cheniere Energy Inc | Stock-Energy | 0.63% | — | +0.33% | |
| 47 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.62% | — | -1.83% | |
| 48 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.59% | — | +5.82% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.58% | — | -2.29% | |
| 50 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | — | -2.49% |
According to official SEC Form 13F filings, Exchange Capital Management, Inc. reported a total U.S. public equity portfolio value of $670.0M across 211 disclosed positions in Q4 2024.
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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 16.8% of total reported equity market value during Q4 2024.
During Q4 2024, Exchange Capital Management, Inc.'s top holdings by market value included MSFT (4.8%)、GOOGL (3.6%)、AMZN (3.5%). The largest single position, MSFT, represented 4.8% of total portfolio value.
In Q4 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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