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Exchange Capital Management, Inc. Top Holdings and 13F Report (2025)

About Exchange Capital Management, Inc.

Investment Activity

  • Exchange Capital Management, Inc. has $616.67 million in total holdings as of March 31, 2025.
  • Exchange Capital Management, Inc. owns shares of 207 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
  • Approximately 3.81% of the portfolio was purchased this quarter.
  • About 2.81% of the portfolio was sold this quarter.
  • This quarter, Exchange Capital Management, Inc. has purchased 211 new stocks and bought additional shares in 78 stocks.
  • Exchange Capital Management, Inc. sold shares of 109 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Microsoft
$27,230,518
Amazon.com
$18,918,503
Alphabet
$18,248,448
Berkshire Hathaway
$16,678,922

Largest New Holdings this Quarter

78470P689 - SPDR SSGA My2029 Municipal Bond ETF
$291,721 Holding
023608102 - Ameren
$203,310 Holding
G51502105 - Johnson Controls International
$200,836 Holding

Largest Purchases this Quarter

SPDR SSGA MY2029 CORP BND ETF
117,704 shares (about $2.91M)
SPDR SSGA MY2028 CORP BND ETF
108,222 shares (about $2.69M)
Vanguard Health Care ETF
4,740 shares (about $1.25M)
Vanguard Information Technology ETF
2,171 shares (about $1.18M)
SPDR SSGA MY2034 CORP BND ETF
37,468 shares (about $909.13K)

Largest Sales this Quarter

Invesco BulletShares 2029 Corporate Bond ETF
128,850 shares (about $2.39M)
Invesco BulletShares 2028 Corporate Bond ETF
104,749 shares (about $2.13M)
Adobe
1,991 shares (about $763.56K)
Schwab US Large-Cap ETF
28,753 shares (about $634.86K)
SPDR Portfolio Mortgage Backed Bond ETF
22,678 shares (about $500.05K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofExchange Capital Management, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$27,230,518$240,251 0.9%72,5394.4%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$20,287,045$1,177,499 6.2%37,4043.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,918,503$226,600 -1.2%99,4353.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$18,248,448$199,950 -1.1%118,0063.0%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$16,678,922$155,514 -0.9%31,3172.7%Finance
WisdomTree Dynamic Currency Hedged International Equity Fund stock logo
DDWM
WisdomTree Dynamic Currency Hedged International Equity Fund
$16,677,525$104,263 -0.6%453,3172.7%Finance
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$11,957,327$253,994 2.2%100,0861.9%ETF
BlackRock Inc
$11,778,061$181,725 -1.5%12,4441.9%COM
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$11,219,738$117,217 1.1%309,1691.8%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$10,707,832$178,728 -1.6%39,9011.7%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$10,686,138$124,834 -1.2%20,0311.7%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$10,682,208$1,254,831 13.3%40,3511.7%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$10,538,699$897,904 9.3%205,9141.7%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$9,562,108$307,959 -3.1%91,4421.6%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$9,154,018$121,809 -1.3%11,4981.5%Computer and Technology
KLA Co. stock logo
KLAC
KLA
$8,883,626$115,566 -1.3%13,0681.4%Computer and Technology
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$8,563,992$667,642 8.5%34,5951.4%ETF
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$8,368,976$321,283 4.0%25,7101.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,174,655$193,052 -2.3%33,3251.3%Finance
Guidewire Software, Inc. stock logo
GWRE
Guidewire Software
$7,721,199$231,012 -2.9%41,2111.3%Computer and Technology
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$7,646,193$118,414 1.6%51,5281.2%ETF
Monster Beverage Co. stock logo
MNST
Monster Beverage
$7,303,5300.0%124,8041.2%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$7,070,148$69,512 -1.0%64,4851.1%Industrials
Apple Inc. stock logo
AAPL
Apple
$7,050,487$287,217 -3.9%31,7401.1%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$6,958,544$709,101 11.3%170,7201.1%ETF
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$6,859,259$11,813 -0.2%29,6131.1%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$6,552,509$67,563 -1.0%66,2401.1%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$6,498,386$826,733 14.6%95,5501.1%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$5,936,880$155,143 -2.5%36,8131.0%ETF
RTX Co. stock logo
RTX
RTX
$5,843,024$8,345 -0.1%44,1120.9%Aerospace
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$5,508,699$250,088 -4.3%94,4080.9%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$5,307,317$462,731 9.6%31,0710.9%ETF
Amgen Inc. stock logo
AMGN
Amgen
$5,215,867$57,013 -1.1%16,7420.8%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$5,200,761$281,459 -5.1%14,1910.8%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$5,166,387$25,211 -0.5%46,1080.8%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,145,260$27,646 -0.5%57,3220.8%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$5,038,839$206,246 4.3%23,7960.8%Multi-Sector Conglomerates
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,917,873$54,876 -1.1%28,8570.8%Consumer Staples
Visa Inc. stock logo
V
Visa
$4,833,056$189,944 -3.8%13,7910.8%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$4,808,513$458,741 10.5%130,3120.8%Consumer Discretionary
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$4,748,005$144,440 3.1%25,1470.8%ETF
Kenvue Inc. stock logo
KVUE
Kenvue
$4,624,591$1,966 0.0%192,8520.7%Consumer Staples
Cheniere Energy Inc
$4,356,336$55,073 1.3%18,8260.7%COM NEW
The Walt Disney Company stock logo
DIS
Walt Disney
$4,230,282$26,748 -0.6%42,8600.7%Consumer Discretionary
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$4,067,783$247,043 6.5%18,5900.7%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$4,067,392$96,520 -2.3%41,4660.7%Retail/Wholesale
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$3,908,516$31,754 -0.8%32,8640.6%Energy
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$3,745,903$68,974 1.9%69,4070.6%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$3,722,412$634,864 -14.6%168,5880.6%ETF
SPDR SSGA MY2029 CORP BND ETF
$3,717,710$2,910,820 360.7%150,3320.6%SPDR SSGA MY2029
BONDBLOXX BBB 1 5 YR COR BND ETF
$3,712,478$496,311 15.4%72,7220.6%BBB RATED 1 5 YE
Corteva, Inc. stock logo
CTVA
Corteva
$3,570,671$25,361 0.7%56,7400.6%Consumer Staples
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,547,901$282,087 8.6%21,3940.6%Medical
Medtronic plc stock logo
MDT
Medtronic
$3,537,564$151,772 4.5%39,3680.6%Medical
SPDR SSGA MY2028 CORP BND ETF
$3,514,628$2,691,481 327.0%141,3200.6%SPDR SSGA MY2028
Fidelity MSCI Health Care Index ETF stock logo
FHLC
Fidelity MSCI Health Care Index ETF
$3,490,745$167,452 -4.6%51,0940.6%ETF
Invesco BulletShares 2033 Corp Bond ETF
$3,466,689$17,589 -0.5%165,9500.6%INVESCO BULLETSH
McDonald's Co. stock logo
MCD
McDonald's
$3,461,684$102,770 3.1%11,0820.6%Retail/Wholesale
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$3,334,531$8,539 0.3%54,6730.5%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,191,561$43,774 -1.4%15,4570.5%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$3,189,974$52,691 -1.6%75,5560.5%Finance
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$3,163,817$22,508 -0.7%193,9800.5%ETF
Zimmer Biomet Holdings, Inc. stock logo
ZBH
Zimmer Biomet
$3,108,093$29,426 1.0%27,4620.5%Medical
Invesco BulletShares 2032 Corporate Bond ETF stock logo
BSCW
Invesco BulletShares 2032 Corporate Bond ETF
$3,092,574$18,883 -0.6%151,8200.5%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,063,442$218,464 -6.7%20,4310.5%Consumer Staples
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
$3,048,412$695,180 29.5%61,6190.5%ETF
General Dynamics Co. stock logo
GD
General Dynamics
$2,951,905$16,354 -0.6%10,8300.5%Aerospace
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$2,950,520$25,016 -0.8%6,6050.5%Aerospace
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$2,939,612$251,546 9.4%67,7330.5%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,829,774$498,426 21.4%2,9920.5%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$2,824,890$763,556 -21.3%7,3660.5%Computer and Technology
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$2,823,311$68,199 -2.4%144,9340.5%ETF
BondBloxx Bloomberg One Year Target Duration US Treasury ETF stock logo
XONE
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
$2,780,442$113,362 4.3%55,9220.5%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$2,706,850$209,344 -7.2%130,8920.4%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$2,674,477$359,832 -11.9%102,0790.4%ETF
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$2,658,548$18,697 -0.7%160,2500.4%Manufacturing
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$2,550,117$70,289 -2.7%130,1740.4%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,523,552$70,908 -2.7%9,1820.4%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$2,472,704$50,144 -2.0%10,6020.4%Retail/Wholesale
Fidelity MSCI Consumer Discretionary Index ETF stock logo
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
$2,457,373$48,171 -1.9%29,0780.4%ETF
DDLS
WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund
$2,332,303$134,013 6.1%65,9770.4%Finance
SPDR SSGA MY2034 CORP BND ETF
$2,287,684$909,134 65.9%94,2820.4%SPDR SSGA MY2034
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$2,285,200$78,280 -3.3%32,8710.4%ETF
Moody's Co. stock logo
MCO
Moody's
$2,208,302$67,991 -3.0%4,7420.4%Finance
Bank of America Co. stock logo
BAC
Bank of America
$2,150,298$99,985 -4.4%51,5290.3%Finance
Fidelity MSCI Industrials Index ETF stock logo
FIDU
Fidelity MSCI Industrials Index ETF
$2,117,412$16,364 -0.8%30,9250.3%ETF
Lam Research Corp
$2,071,677$42,166 -2.0%28,4960.3%COM
Accenture plc stock logo
ACN
Accenture
$2,069,761$2,184 0.1%6,6330.3%Computer and Technology
Equifax Inc. stock logo
EFX
Equifax
$1,931,674$344,881 21.7%7,9310.3%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,911,959$21,815 -1.1%42,2440.3%ETF
Fidelity MSCI Communication Services Index ETF stock logo
FCOM
Fidelity MSCI Communication Services Index ETF
$1,853,999$63,855 -3.3%32,9540.3%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$1,793,400$24,338 1.4%7,0740.3%Basic Materials
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$1,788,094$29,288 -1.6%36,9360.3%Computer and Technology
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$1,744,567$126,760 7.8%2,9590.3%Computer and Technology
Valero Energy Co. stock logo
VLO
Valero Energy
$1,695,1180.0%12,8350.3%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,681,403$352,915 -17.3%2,9920.3%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$1,678,728$237,579 -12.4%71,6490.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,670,339$23,494 -1.4%2,9860.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,636,665$53,118 -3.1%10,4760.3%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$1,599,841$70,270 4.6%16,6200.3%Computer and Technology

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