13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001317733
Total reported value
$670.0M
$670.0M
207 檔
15.1%
The Q1 2025 SEC filing reveals that Exchange Capital Management, Inc. held a total portfolio value of $670.0M, covering 207 public equity positions.
In Q1 2025, Exchange Capital Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.42% | — | +0.89% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.29% | — | +6.16% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | — | -1.18% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | — | -1.08% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.70% | — | -0.92% | |
| 6 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 2.70% | — | -0.62% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 1.94% | — | +2.17% | |
| 8 | BLK | Blackrock Inc | Stock-Financials | 1.91% | — | -1.52% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.82% | — | +1.06% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 1.74% | — | -1.64% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.73% | — | -1.15% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-Other | 1.73% | — | +13.31% | |
| 13 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.71% | — | +9.31% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.55% | — | -3.12% | |
| 15 | NOW | Servicenow Inc | Stock-Tech | 1.48% | — | -1.31% | |
| 16 | KLAC | Kla CORP | Stock-Tech | 1.44% | — | -1.28% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-Other | 1.39% | — | +8.46% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 1.36% | — | +3.99% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | — | -2.31% | |
| 20 | GWRE | Guidewire Software Inc | Stock-Tech | 1.25% | — | -2.90% | |
| 21 | VOX | Vanguard Communication Servi | ETF-Other | 1.24% | — | +1.57% | |
| 22 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.18% | — | — | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 1.15% | — | -0.97% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.14% | — | -3.91% | |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.13% | — | +11.35% | |
| 26 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.11% | — | -0.17% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.06% | — | -1.02% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.05% | — | +14.58% | |
| 29 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.96% | — | -2.55% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.95% | — | -0.14% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.89% | — | -4.34% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 0.86% | — | +9.55% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | — | -1.08% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | — | -5.13% | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.84% | — | -0.49% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | — | -0.53% | |
| 37 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | — | +4.27% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.80% | — | -1.10% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | -3.78% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.78% | — | +10.55% | |
| 41 | VAW | Vanguard Materials ETF | ETF-Other | 0.77% | — | +3.14% | |
| 42 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.75% | — | +0.04% | |
| 43 | LNG | Cheniere Energy Inc | Stock-Energy | 0.71% | — | +1.28% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.69% | — | -0.63% | |
| 45 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.66% | — | +6.47% | |
| 46 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.66% | — | -2.32% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | — | -0.81% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | — | +1.88% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | — | -14.57% | |
| 50 | MYCI | State Street My2029 Corporat | ETF-Other | 0.60% | — | +360.75% |
According to official SEC Form 13F filings, Exchange Capital Management, Inc. reported a total U.S. public equity portfolio value of $670.0M across 207 disclosed positions in Q1 2025.
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, AMZN) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $27.2M
During Q1 2025, Exchange Capital Management, Inc.'s top holdings by market value included MSFT (4.4%)、VGT (3.3%)、AMZN (3.1%). The largest single position, MSFT, represented 4.4% of total portfolio value.
In Q1 2025, Exchange Capital Management, Inc. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.