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

RankStockSharesValue% 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

Top Buys

BBBS↑ Increased
$2K
MYCJ↑ Increased
$2K
MYCF↑ Increased
$2K
MYCG↑ Increased
$2K
MYCI↑ Increased
$2K

Top Sells

MSFT↓ Decreased
$9K
VGT↓ Decreased
$4K
AMZN↓ Decreased
$3K
KLAC↓ Decreased
$2K
NOW↓ Decreased
$2K

New Positions (5)

$334 · 633 shares
$250 · 2K shares
$249 · 11K shares
$249 · 1K shares
$239 · 2K shares

Closed Positions (6)

$502 · 23K shares
$358 · 8K shares
$282 · 11K shares
$237 · 2K shares
$209 · 9K shares
$203 · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services121$358K53.5%
Technology20$103K15.3%
Healthcare14$39K5.8%
Consumer Cyclical8$39K5.7%
Industrials13$35K5.2%
Communication Services5$32K4.8%
Consumer Defensive9$27K4.0%
Unknown3$18K2.7%
Energy6$12K1.7%
Basic Materials3$7K1.1%
Utilities4$2K0.3%