Exchange Capital Management, Inc.
CIK: 0001317733SEC EDGAR →
Portfolio Value
$670K
Holdings
206
As of
Q2 2025
New Positions
5
Closed Positions
6
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corp | 71,967 | $36K | 5.34% |
| 2 | Vanguard Sector Index Fds Vanguard Information Tec | 37,090 | $25K | 3.67% |
| 3 | Amazon.com Inc | 99,253 | $22K | 3.25% |
| 4 | Alphabet Inc. CL A | 116,505 | $21K | 3.06% |
| 5 | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | 441,635 | $18K | 2.61% |
| 6 | Berkshire Hathaway Inc | 30,692 | $15K | 2.23% |
| 7 | BlackRock Inc | 12,231 | $13K | 1.92% |
| 8 | Vanguard Financials ETF | 100,023 | $13K | 1.90% |
| 9 | iShares Currency Hedged MSCI EAFE | 325,525 | $12K | 1.84% |
| 10 | SPDR Portfolio S&P 400 Mid Cap ETF | 222,550 | $12K | 1.81% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 121 | $358K | 53.5% |
| Technology | 20 | $103K | 15.3% |
| Healthcare | 14 | $39K | 5.8% |
| Consumer Cyclical | 8 | $39K | 5.7% |
| Industrials | 13 | $35K | 5.2% |
| Communication Services | 5 | $32K | 4.8% |
| Consumer Defensive | 9 | $27K | 4.0% |
| Unknown | 3 | $18K | 2.7% |
| Energy | 6 | $12K | 1.7% |
| Basic Materials | 3 | $7K | 1.1% |
| Utilities | 4 | $2K | 0.3% |