SEC 13F Intelligence

Managers / Q1 2023 · view latest →

Exchange Capital Management, Inc.

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

Reported Value
$492M
Q1 2023
Positions
169
Filings on Record
27
2019–present window
Filed
May 3, 2023
original filing

Summary

Exchange Capital Management, Inc. reported $492M in U.S.-listed holdings across 169 positions for Q1 2023.

Its largest position, MSFT, represents 4.4% of the portfolio.

Compared with Q4 2022, the fund opened 11 new positions and exited 3.

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: $456.1BQ4 ’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: 54.2%ETP: 42.2%Other: 3.6%
  • Common Stock · 54.2% · $267M
  • ETP · 42.2% · $208M
  • Other · 3.6% · $18M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2023

Loading…
#IssuerClass% PortfolioValueShares

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$456.1B161Feb 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 ↗.