← Back to Discover
Exchange Capital Management, Inc.
Period ended Jun 30, 2025 · Latest filing Jul 21, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2025: $670,015,969
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Microsoft Corp · COM · 594918104 · shares: $35,797,250
- Vanguard Sector Index Fds Vanguard Information Tec · INF TECH ETF · 92204A702 · shares: $24,600,913
- Amazon.com Inc · COM · 023135106 · shares: $21,775,116
- Alphabet Inc. CL A · CL A · 02079K305 · shares: $20,531,681
- WisdomTree Dynamic Ccy Hdgd Intl Eq ETF · CURRNCY INT EQ · 97717X263 · shares: $17,515,257
- Berkshire Hathaway Inc · CL B NEW · 084670702 · shares: $14,909,357
- BlackRock Inc · COM · 09290D101 · shares: $12,833,459
- Vanguard Financials ETF · FINANCIALS ETF · 92204A405 · shares: $12,732,893
- iShares Currency Hedged MSCI EAFE · HDG MSCI EAFE · 46434V803 · shares: $12,356,924
- SPDR Portfolio S&P 400 Mid Cap ETF · PORTFOLIO S&P400 · 78464A847 · shares: $12,102,251
Reported holdings
206 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| iShares S&P 500 Growth | S&P 500 GRWT ETF | 464287309 | — | 2,155 shares | $237,266 |
| Mastercard Inc A | CL A | 57636Q104 | — | 413 shares | $232,081 |
| Schwab Fundamental US Small Company ETF | SCHWAB FDT US SC | 808524763 | — | 7,736 shares | $221,636 |
| iShares iBonds 2026 Corp Bond ETF | IBONDS DEC2026 | 46435GAA0 | — | 8,521 shares | $206,634 |
| iShares iBonds 2027 Corp Bond ETF | IBONDS ETF | 46435UAA9 | — | 8,444 shares | $204,936 |
| Ford Motor Co | COM | 345370860 | — | 18,791 shares | $203,886 |