Exchange Capital Management, Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 67.7%; sector active share 34.4% against the combined 13F book's sector weights.
Over time 22 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
202 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 46.6% | $305,827,478 |
| Technology | 15.9% | $104,373,523 |
| Financial Services | 8.6% | $56,122,373 |
| Healthcare | 5.9% | $38,677,458 |
| Consumer Cyclical | 5.9% | $38,509,248 |
| Industrials | 5.2% | $33,917,078 |
| Communication Services | 5.0% | $32,497,173 |
| Consumer Defensive | 4.1% | $26,601,862 |
| Energy | 1.7% | $10,917,390 |
| Basic Materials | 1.1% | $7,067,446 |
| Utilities | 0.3% | $1,641,110 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MYCJ | State Street(R) My2030 Corporate Bond ETF | +87,976 | 135,739 | $3,378,950 | |
| MYCF | State Street(R) My2026 Corporate Bond ETF | +79,295 | 101,977 | $2,558,602 | |
| MYCG | State Street(R) My2027 Corporate Bond ETF | +74,954 | 104,012 | $2,601,132 | |
| MYCI | State Street(R) My2029 Corporate Bond ETF | +63,199 | 213,531 | $5,328,666 | |
| MYCH | State Street(R) My2028 Corporate Bond ETF | +57,716 | 199,036 | $4,984,856 | |
| MYCN | State Street(R) My2034 Corporate Bond ETF | +44,334 | 138,616 | $3,405,517 | |
| MYCK | State Street(R) My2031 Corporate Bond ETF | +25,307 | 54,542 | $1,358,804 | |
| MYCM | State Street(R) My2033 Corporate Bond ETF | +24,101 | 66,095 | $1,633,868 | |
| GSK | GSK plc | +23,619 | 33,503 | $1,286,515 | |
| MYCL | State Street(R) My2032 Corporate Bond ETF | +22,991 | 59,411 | $1,466,263 | |
| — | +17,889 | 188,609 | $8,034,743 | ||
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | +16,636 | 222,550 | $12,102,269 | |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | +16,356 | 325,525 | $12,356,929 | |
| MYMI | State Street(R) My2029 Municipal Bond ETF | +12,240 | 24,170 | $589,989 | |
| MYMH | State Street(R) My2028 Municipal Bond ETF | +10,489 | 28,138 | $687,411 | |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | +9,942 | 77,675 | $3,499,258 | |
| MYMJ | State Street(R) My2030 Municipal Bond ETF | +9,023 | 31,663 | $775,110 | |
| ICLN | iShares Global Clean Energy ETF | +9,001 | 61,183 | $802,109 | |
| — | +8,112 | 36,344 | $2,159,923 | ||
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | +6,995 | 102,545 | $7,679,595 | |
| MYMF | State Street(R) My2026 Municipal Bond ETF | +5,928 | 37,678 | $936,486 | |
| MYMG | State Street(R) My2027 Municipal Bond ETF | +5,038 | 34,988 | $860,879 | |
| XTRE | BondBloxx Bloomberg Three Year Target Duration US Treasury ETF | +4,398 | 22,875 | $1,138,717 | |
| DDLS | WisdomTree Dynamic International SmallCap Equity Fund | +4,018 | 69,995 | $2,764,802 | |
| VHT | VANGUARD HEALTH CARE INDEX FUND | +3,718 | 44,069 | $10,944,095 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | −115,051 | 29,883 | $583,316 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | −102,044 | 28,130 | $552,754 | |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | −75,053 | 85,197 | $1,429,605 | |
| CLB | Core Laboratories Inc. | −38,138 | 35,489 | $408,833 | |
| SCHX | Schwab U.S. Large-Cap ETF | −16,922 | 151,666 | $3,706,717 | |
| USB | US Bancorp De | −14,227 | 61,329 | $2,775,137 | |
| GWRE | Guidewire Software, Inc. | −13,647 | 27,564 | $6,489,943 | |
| XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | −12,199 | 11,692 | $588,575 | |
| DDWM | WisdomTree Dynamic International Equity Fund | −11,682 | 441,635 | $17,515,244 | |
| SCHM | Schwab U.S. Mid-Cap ETF | −11,286 | 90,793 | $2,546,743 | |
| SCHA | Schwab U.S. Small-Cap ETF | −8,172 | 63,477 | $1,605,968 | |
| DIS | Walt Disney Co | −6,769 | 36,091 | $4,475,644 | |
| IJH | iShares Core S&P Mid-Cap ETF | −6,549 | 87,859 | $5,449,015 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −6,161 | 21,301 | $1,942,864 | |
| KVUE | Kenvue Inc. | −5,486 | 187,366 | $3,921,570 | |
| BSCV | −5,022 | 188,958 | $3,123,475 | ||
| — | −4,973 | 50,949 | $2,528,598 | ||
| BSCX | −4,444 | 161,506 | $3,423,927 | ||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | −4,292 | 13,669 | $670,191 | |
| XTWO | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | −3,798 | 57,821 | $2,864,741 | |
| BAC | Bank Of America Corp | −3,424 | 48,105 | $2,276,328 | |
| BSCW | −3,419 | 148,401 | $3,057,060 | ||
| IJR | iShares Core S&P Small-Cap ETF | −2,795 | 88,647 | $9,688,230 | |
| CMS | Cms Energy Corp | −2,378 | 8,360 | $579,180 | |
| KO | Coca Cola Co | −2,220 | 11,327 | $801,385 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPMB | State Street(R) SPDR(R) Portfolio Mortgage Backed Bond ETF | 22,806 | $502,872 | |
| ETSY | Etsy Inc | 7,595 | $358,332 | |
| BAB | Invesco Exchange-Traded Fund Trust II | 10,595 | $282,674 | |
| WEC | Wec Energy Group, Inc. | 2,182 | $237,794 | |
| SCHZ | Schwab U.S. Aggregate Bond ETF | 9,058 | $209,783 | |
| AEE | Ameren Corp | 2,025 | $203,310 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
Reduced | 71,967 | $35,797,105 | 5.46% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Reduced | 37,090 | $24,601,055 | 3.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 99,253 | $21,775,115 | 3.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 116,505 | $20,531,676 | 3.13% | |
| DDWM |
WisdomTree Dynamic International Equity Fund
|
Reduced | 441,635 | $17,515,244 | 2.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 30,692 | $14,909,252 | 2.27% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 12,231 | $12,833,376 | 1.96% | |
| VFH |
VANGUARD FINANCIALS INDEX FUND
|
Reduced | 100,023 | $12,732,927 | 1.94% | |
| HEFA |
iShares Currency Hedged MSCI EAFE ETF
|
Added | 325,525 | $12,356,929 | 1.88% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Added | 222,550 | $12,102,269 | 1.84% | |
| NOW |
ServiceNow, Inc.
Technology
|
Reduced | 11,308 | $11,625,528 | 1.77% | |
| KLAC |
Kla Corp
Technology
|
Reduced | 12,683 | $11,360,670 | 1.73% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 19,852 | $11,245,760 | 1.71% | |
| VHT |
VANGUARD HEALTH CARE INDEX FUND
|
Added | 44,069 | $10,944,095 | 1.67% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 39,104 | $10,663,269 | 1.63% | |
| VIS |
VANGUARD INDUSTRIALS INDEX FUND
|
Added | 35,523 | $9,948,926 | 1.52% | |
| VCR |
VANGUARD CONSUMER DISCRETIONARY INDEX FUND
|
Added | 27,449 | $9,945,321 | 1.52% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Reduced | 88,647 | $9,688,230 | 1.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 32,762 | $9,498,031 | 1.45% | |
| VOX |
VANGUARD COMMUNICATION SERVICES INDEX FUND
|
Reduced | 50,313 | $8,605,032 | 1.31% | |
| VEEV |
Veeva Systems Inc
Healthcare
|
Reduced | 29,276 | $8,430,902 | 1.28% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 63,212 | $8,428,055 | 1.28% | |
|
|
Added | 188,609 | $8,034,743 | 1.22% | ||
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Held | 124,804 | $7,817,722 | 1.19% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Added | 102,545 | $7,679,595 | 1.17% | |
| AAPL |
Apple Inc.
Technology
|
Added | 35,149 | $7,211,520 | 1.10% | |
| FTEC |
Fidelity MSCI Information Technology Index ETF
|
Reduced | 34,927 | $6,888,302 | 1.05% | |
| AGG |
iShares Core U.S. Aggregate Bond ETF
|
Added | 68,910 | $6,835,872 | 1.04% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
Reduced | 27,564 | $6,489,943 | 0.99% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 43,362 | $6,331,719 | 0.96% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 25,074 | $5,839,232 | 0.89% | |
| VPU |
VANGUARD UTILITIES INDEX FUND
|
Added | 32,423 | $5,722,983 | 0.87% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 87,859 | $5,449,015 | 0.83% | |
| MYCI |
State Street(R) My2029 Corporate Bond ETF
|
Added | 213,531 | $5,328,666 | 0.81% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 46,147 | $5,116,317 | 0.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 13,948 | $5,113,894 | 0.78% | |
| MYCH |
State Street(R) My2028 Corporate Bond ETF
|
Added | 199,036 | $4,984,856 | 0.76% | |
| VAW |
VANGUARD MATERIALS INDEX FUND
|
Reduced | 25,045 | $4,879,517 | 0.74% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
Added | 19,899 | $4,845,804 | 0.74% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 133,668 | $4,770,607 | 0.73% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 13,081 | $4,644,409 | 0.71% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 16,466 | $4,597,471 | 0.70% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 36,091 | $4,475,644 | 0.68% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 28,085 | $4,474,502 | 0.68% | |
| VDC |
VANGUARD CONSUMER STAPLES INDEX FUND
|
Added | 20,170 | $4,417,230 | 0.67% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 55,616 | $4,402,562 | 0.67% | |
| CTVA |
Corteva, Inc.
Basic Materials
|
Added | 56,901 | $4,240,831 | 0.65% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 4,152 | $4,110,230 | 0.63% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Reduced | 187,366 | $3,921,570 | 0.60% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Reduced | 15,101 | $3,824,026 | 0.58% |
Showing the top 50 of 202 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.