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Showing Q2 2025 data
Exchange Capital Management, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Exchange Capital Management, Inc.
•CIK: 1317733•Filing: Q2 2025
**Exchange Capital Management, Inc.** manages $670M across a diversified portfolio of 206 positions. The fund exhibits significant concentration in technology and growth sectors, highlighted by top holdings including MSFT ($35.8M) and VGT ($24.6M). Further substantial allocations are directed toward AMZN ($21.8M), GOOGL ($20.5M), and DDWM ($17.5M). This structure suggests a conviction-driven, large-cap technology and market infrastructure focus.
Total AUM
$670.0M
QoQ Performance
+8.7%
Positions
206
Top 10 Concentration
27.7%
Latest Filing
Q2 2025
Top Holdings Allocation
MSFT
MSFT5.3%
VGT3.7%
AMZN3.2%
GOOGL3.1%
DDWM2.6%
BRK/B2.2%
BLK1.9%
VFH1.9%
📈 Biggest Buys
📉 Biggest Sells
GWRE
Guidewire Software Inc
-33.1%
1.0% of portfolio
BSCQ
Invesco BulletShares 2026 Corp Bond ETF
-79.4%
0.1% of portfolio
BSCR
Invesco BulletShares 2027 Corp Bond ETF
-78.4%
0.1% of portfolio
BSCU
Invesco BulletShares 2030 Corp Bond ETF
-46.8%
0.2% of portfolio
BSCP
Invesco BulletShares 2025 Corp Bond ETF
-35.8%
0.3% of portfolio
Sector Breakdown
Other63.4%
Technology12.9%
Financial6.8%
Consumer6.4%
Healthcare4.0%
Industrial2.7%
Communication1.5%
Energy0.8%
🚪 Exited Positionssold since Q1 2025
+7 more exited positions
Changes from Q1 2025
NEW5 new positions
↑75 increased
↓105 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023