Exchange Capital Management, Inc. has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $558 Million distributed in 207 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $27.2M, Vanguard Information Technolog with a value of $20.3M, Amazon Com Inc with a value of $18.9M, Alphabet Inc. with a value of $18.2M, and Berkshire Hathaway Inc Class B with a value of $16.7M.

Examining the 13F form we can see an decrease of $22.5M in the current position value, from $581M to 558M.

Below you can find more details about Exchange Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $558 Million
ETFs: $249 Million
Technology: $84 Million
Financial Services: $43.5 Million
Healthcare: $39.3 Million
Consumer Cyclical: $36.7 Million
Industrials: $32.1 Million
Communication Services: $29.8 Million
Consumer Defensive: $22 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 207
  • Current Value $558 Million
  • Prior Value $581 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 78 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 109 stocks
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