Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Exchange Capital Management, Inc. (CIK 1317733) reported $670.0M across 206 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: MSFT ($35.8M, 5.34%), VGT ($24.6M, 3.67%), AMZN ($21.8M, 3.25%), GOOGL ($20.5M, 3.06%), DDWM ($17.5M, 2.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | $35.8M | 5.34% | 71,967 | Trimmed |
| 2 | VGT | Vanguard Sector Index Fds Vanguard Information Tec | $24.6M | 3.67% | 37,090 | Trimmed |
| 3 | AMZN | Amazon.com Inc | $21.8M | 3.25% | 99,253 | Trimmed |
| 4 | GOOGL | Alphabet Inc. CL A | $20.5M | 3.06% | 116,505 | Trimmed |
| 5 | DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | $17.5M | 2.61% | 441,635 | Trimmed |
| 6 | BRK/B | Berkshire Hathaway Inc | $14.9M | 2.23% | 30,692 | Trimmed |
| 7 | BLK | BlackRock Inc | $12.8M | 1.92% | 12,231 | Trimmed |
| 8 | VFH | Vanguard Financials ETF | $12.7M | 1.90% | 100,023 | Trimmed |
| 9 | HEFA | iShares Currency Hedged MSCI EAFE | $12.4M | 1.84% | 325,525 | Added |
| 10 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | $12.1M | 1.81% | 222,550 | Added |
| 11 | NOW | ServiceNow Inc | $11.6M | 1.74% | 11,308 | Trimmed |
| 12 | KLAC | KLA-Tencor Corp | $11.4M | 1.70% | 12,683 | Trimmed |
| 13 | MDY | SPDR S&P MidCap 400 ETF | $11.2M | 1.68% | 19,852 | Trimmed |
| 14 | VHT | Vanguard Health Care ETF | $10.9M | 1.63% | 44,069 | Added |
| 15 | CRM | Salesforce.com Inc | $10.7M | 1.59% | 39,104 | Trimmed |
| 16 | VIS | Vanguard Industrials ETF | $9.9M | 1.48% | 35,523 | Added |
| 17 | VCR | Vanguard Consumer Discretionary ETF | $9.9M | 1.48% | 27,449 | Added |
| 18 | IJR | iShares Core S&P Small-Cap | $9.7M | 1.45% | 88,647 | Trimmed |
| 19 | JPM | JPMorgan Chase & Co | $9.5M | 1.42% | 32,762 | Trimmed |
| 20 | VOX | Vanguard Telecommunication Services ETF | $8.6M | 1.28% | 50,313 | Trimmed |
| 21 | EMR | Emerson Electric Co | $8.4M | 1.26% | 63,212 | Trimmed |
| 22 | VEEV | Veeva Systems Inc | $8.4M | 1.26% | 29,276 | Trimmed |
| 23 | SPSM | SPDR S&P 600 Small Cap ETF | $8.0M | 1.20% | 188,609 | Added |
| 24 | MNST | Monster Beverage Corp | $7.8M | 1.17% | 124,804 | Hold |
| 25 | SPTM | SPDR S&P 1500 ETF | $7.7M | 1.15% | 102,545 | Added |
Source: SEC Form 13F filings · as of 2025-06-30