§ 13F · FUND PROFILE
Exchange Capital Management, Inc..
AUM · $670M (13F)Positions · 206Turnover · n/a · Q2Filed · Jul 21, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 21, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 72K | $36M | 5.3% | −1% |
| 2 | VGT | Vanguard Sector Index Fds Vanguard Information Tec | 37K | $25M | 3.7% | −1% |
| 3 | AMZN | Amazon.com Inc | 99K | $22M | 3.2% | ±0% |
| 4 | GOOGL | Alphabet Inc. CL A | 117K | $21M | 3.1% | −1% |
| 5 | DDWM | WisdomTree Dynamic Ccy Hdgd Intl Eq ETF | 442K | $18M | 2.6% | −3% |
| 6 | BRK/B | Berkshire Hathaway Inc | 31K | $15M | 2.2% | −2% |
| 7 | BLK | BlackRock Inc | 12K | $13M | 1.9% | −2% |
| 8 | VFH | Vanguard Financials ETF | 100K | $13M | 1.9% | ±0% |
| 9 | HEFA | iShares Currency Hedged MSCI EAFE | 326K | $12M | 1.8% | +5% |
| 10 | SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 223K | $12M | 1.8% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EXCHANGE SIGNAL
AC read
Exchange Capital Management, Inc. is a Other fund managing $670 million in assets. The fund runs a broad portfolio of 206 positions.
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