SEC 13F Intelligence

Managers / Q3 2022 · view latest →

Exchange Capital Management, Inc.

CIK 0001317733 · 303 DETROIT STREET, SUITE #203, ANN ARBOR, MI, 48104 · 734-761-6500

Reported Value
$431M
Q3 2022
Positions
161
Filings on Record
27
2019–present window
Filed
Oct 31, 2022
original filing

Summary

Exchange Capital Management, Inc. reported $431M in U.S.-listed holdings across 161 positions for Q3 2022.

Its largest position, MSFT, represents 4.0% of the portfolio.

Compared with Q2 2022, the fund opened 4 new positions and exited 1.

Portfolio Metrics

Turnover
+1.5%
vs prior filed quarter
Top-10 Concentration
+25.4%
share of reported value
Largest Position
+4.0%
Microsoft
New / Exited
4 / 1
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $308MQ4 ’18Q1 ’19: $356MQ2 ’19: $372MQ3 ’19: $380MQ4 ’19: $389MQ4 ’19Q1 ’20: $307MQ2 ’20: $361MQ3 ’20: $395MQ4 ’20: $449MQ4 ’20Q1 ’21: $483MQ2 ’21: $521MQ3 ’21: $516MQ4 ’21: $550MQ4 ’21Q1 ’22: $534MQ2 ’22: $459MQ3 ’22: $431MQ4 ’22: $456MQ4 ’22Q1 ’23: $492MQ2 ’23: $539MQ3 ’23: $530MQ4 ’23: $557MQ4 ’23Q1 ’24: $615MQ2 ’24: $614MQ3 ’24: $628MQ4 ’24: $630MQ4 ’24Q1 ’25: $617MQ2 ’25: $670Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 52.5%ETP: 43.6%Other: 3.8%
  • Common Stock · 52.5% · $227M
  • ETP · 43.6% · $188M
  • Other · 3.8% · $17M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2022 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ASML Holding NVNEW+1.5K1.5K+$617,000$617,000
WDAYWorkday IncNEW+2.7K2.7K+$407,000$407,000
ECLEcolab IncNEW+1.5K1.5K+$217,000$217,000
SYKStryker CorporationNEW+993993+$201,000$201,000
GOOGLAlphabet Inc. CL AADDED+117.8K123.8K$1M$12M
GOOGAlphabet Inc. CL CADDED+5.7K6.0K$87,000$574,000
Schwab US Large-Cap Growth ETFSOLD OUT3.5K0$202,000$0
CLXClorox CoADDED+1.5K4.0K+$154,000$519,000

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2022

50 positions
#IssuerClass% PortfolioValueShares
1MSFTMicrosoft Corphistory →COM3.99%$17M73.8K
2GOOGLAlphabet Inc. CL Ahistory →CL A2.75%$12M123.8K
3iShares Currency Hedged MSCI EAFEHDG MSCI EAFE2.65%$11M382.4K
4BRK/BBerkshire Hathaway Inchistory →CL B NEW2.57%$11M41.5K
5AMZNAmazon.com Inchistory →COM2.54%$11M97.0K
6iShares Core S&P Small-CapCORE S&P SCP ETF2.43%$10M120.0K
7Vanguard Sector Index Fds Vanguard Information TecINF TECH ETF2.28%$10M32.0K
8MDYSPDR(R) S&P MidCap 400 ETFhistory →UTSER1 S&PDCRP2.17%$9M23.3K
9WisdomTree Dynamic Ccy Hdgd Intl Eq ETFCURRNCY INT EQ2.12%$9M350.9K
10iShares Core US Aggregate BondCORE US AGGBD ET1.92%$8M85.7K
11Invesco BulletShares 2023 Corp Bd ETFBULSHS 2023 CB1.85%$8M383.0K
12BLKCHFBlackRock Inchistory →COM1.82%$8M14.3K
13iShares Core S&P Mid-CapCORE S&P MCP ETF1.69%$7M33.3K
14KLACKLA-Tencor Corphistory →COM1.61%$7M22.9K
15BSCMUSDInvesco BulletShares 2022 Corp Bd ETFhistory →BULSHS 2022 CB1.55%$7M316.6K
16CRMSalesforce.com Inchistory →COM1.54%$7M46.1K
17Vanguard Financials ETFFINANCIALS ETF1.37%$6M79.4K
18MRKMerck & Co Inchistory →COM1.34%$6M67.2K
19Schwab US Mid-Cap ETF(TM)US MID-CAP ETF1.34%$6M95.1K
20BIIBBiogen Idec Inchistory →COM1.25%$5M20.2K
21Vanguard Consumer Discretionary ETFCONSUM DIS ETF1.23%$5M22.6K
22NOWServiceNow Inchistory →COM1.23%$5M14.0K
23EMREmerson Electric Cohistory →COM1.21%$5M71.5K
24Vanguard Health Care ETFHEALTH CAR ETF1.21%$5M23.3K
25Schwab US Large-Cap ETF(TM)US LRG CAP ETF1.20%$5M122.2K
26HDHome Depot Inchistory →COM1.19%$5M18.6K
27JNJJohnson & Johnsonhistory →COM1.14%$5M30.1K
28Fidelity(R) MSCI Information Tech ETFMSCI INFO TECH I1.07%$5M50.6K
29DISWalt Disney Cohistory →COM DISNEY1.07%$5M48.8K
30PEPPepsiCo Inchistory →COM1.05%$5M27.6K
31iShares Core MSCI Emerging MarketsCORE MSCI EMKT1.02%$4M102.8K
32AMGNAmgen Inchistory →COM1.02%$4M19.6K
33PGProcter & Gamble CoCOM0.95%$4M32.5K
34SBUXStarbucks CorpCOM0.95%$4M48.5K
35Schwab US Small-Cap ETF(TM)US SML CAP ETF0.94%$4M107.5K
36VEEVVeeva Systems IncCL A COM0.92%$4M24.1K
37BSCOInvesco BulletShares 2024 Corp Bd ETFBULSHS 2024 CB0.90%$4M190.3K
38JPMJPMorgan Chase & CoCOM0.88%$4M36.1K
39VVisa IncCOM CL A0.87%$4M21.0K
40Fidelity(R) MSCI Health Care ETFMSCI HLTH CARE I0.86%$4M64.1K
41Vanguard Telecommunication Services ETFTELCOMM ETF0.85%$4M44.7K
42CMCSAComcast CorpCL A0.85%$4M125.0K
43PFEPfizer IncCOM0.83%$4M81.6K
44GWREGuidewire Software IncCOM0.78%$3M54.6K
45LNGCheniere Energy IncCOM NEW0.77%$3M20.1K
46Vanguard Industrials ETFINDUSTRIAL ETF0.77%$3M21.1K
47AAPLApple IncCOM0.76%$3M23.8K
48RTXRaytheon Technologies OrdCOM0.76%$3M40.0K
49EXMOCExxon Mobil CorporationCL A0.74%$3M36.7K
50MCHPMicrochip Technology IncCOM0.69%$3M49.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2025$670M206Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$617M207May 1, 202513F-HRchanges · EDGAR ↗
Q4 2024$630M211Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$628M194Nov 1, 202413F-HRchanges · EDGAR ↗
Q2 2024$614M193Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$615M188Apr 18, 202413F-HRchanges · EDGAR ↗
Q4 2023$557M181Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$530M176Oct 30, 202313F-HRchanges · EDGAR ↗
Q2 2023$539M176Jul 24, 202313F-HRchanges · EDGAR ↗
Q1 2023$492M169May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$456M161Feb 1, 202313F-HRchanges · EDGAR ↗
Q3 2022$431M161Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$459M158Jul 28, 202213F-HRchanges · EDGAR ↗
Q1 2022$534M162Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$550M167Jan 27, 202213F-HRchanges · EDGAR ↗
Q3 2021$516M165Nov 1, 202113F-HRchanges · EDGAR ↗
Q2 2021$521M163Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$483M162May 10, 202113F-HRchanges · EDGAR ↗
Q4 2020$449M160Feb 5, 202113F-HRchanges · EDGAR ↗
Q3 2020$395M151Nov 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$361M152Aug 4, 202013F-HRchanges · EDGAR ↗
Q1 2020$307M140Apr 28, 202013F-HRchanges · EDGAR ↗
Q4 2019$389M149Jan 29, 202013F-HRchanges · EDGAR ↗
Q3 2019$380M150Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$372M135Jul 22, 201913F-HRchanges · EDGAR ↗
Q1 2019$356M131Apr 17, 201913F-HRchanges · EDGAR ↗
Q4 2018$308M132Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.