Exchange Capital Management, Inc.

Ann Arbor, MI · CIK 1317733 · 13F filing filed 2025-07-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAnn Arbor, MI

$670.0m reported value +8.7% vs Q1 2025

206positions

27.6%in top 10

5 new 75 added 107 reduced 6 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	71,967	$35.8m5.34%	5.34%	Reduced -572	-572 -0.8%
2	VANGUARD WORLD FD INF TECH ETF VGT	VGT	37,090	$24.6m3.67%	3.67%	Reduced -314	-314 -0.8%
3	AMAZON COM INC COM AMZN	AMZN	99,253	$21.8m3.25%	3.25%	Reduced -182	-182 -0.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	116,505	$20.5m3.06%	3.06%	Reduced -1.5k	-1,501 -1.3%
5	WISDOMTREE TR DYNAMIC INTL EQT DDWM	DDWM	441,635	$17.5m2.61%	2.61%	Reduced -11.7k	-11,682 -2.6%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	30,692	$14.9m2.23%	2.23%	Reduced -625	-625 -2.0%
7	BLACKROCK INC COM BLK	BLK	12,231	$12.8m1.92%	1.92%	Reduced -213	-213 -1.7%
8	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	100,023	$12.7m1.90%	1.90%	Reduced -63	-63 -0.1%
9	ISHARES TR HDG MSCI EAFE HEFA	HEFA	325,525	$12.4m1.84%	1.84%	Added +16.4k	+16,356 5.3%
10	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	222,550	$12.1m1.81%	1.81%	Added +16.6k	+16,636 8.1%
11	SERVICENOW INC COM NOW	NOW	11,308	$11.6m1.74%	1.74%	Reduced -190	-190 -1.6%
12	KLA CORP COM NEW KLAC	KLAC	12,683	$11.4m1.70%	1.70%	Reduced -385	-385 -3.0%
13	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	19,852	$11.2m1.68%	1.68%	Reduced -179	-179 -0.9%
14	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	44,069	$10.9m1.63%	1.63%	Added +3.7k	+3,718 9.2%
15	SALESFORCE INC COM CRM	CRM	39,104	$10.7m1.59%	1.59%	Reduced -797	-797 -2.0%
16	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	35,523	$9.9m1.48%	1.48%	Added +928	+928 2.7%
17	VANGUARD WORLD FD CONSUM DIS ETF VCR	VCR	27,449	$9.9m1.48%	1.48%	Added +1.7k	+1,739 6.8%
18	ISHARES TR CORE S&P SCP ETF IJR	IJR	88,647	$9.7m1.45%	1.45%	Reduced -2.8k	-2,795 -3.1%
19	JPMORGAN CHASE & CO COM JPM	JPM	32,762	$9.5m1.42%	1.42%	Reduced -563	-563 -1.7%
20	VANGUARD WORLD FD COMM SRVC ETF VOX	VOX	50,313	$8.6m1.28%	1.28%	Reduced -1.2k	-1,215 -2.4%
21	VEEVA SYS INC CL A COM VEEV	VEEV	29,276	$8.4m1.26%	1.26%	Reduced -337	-337 -1.1%
22	EMERSON ELEC CO COM EMR	EMR	63,212	$8.4m1.26%	1.26%	Reduced -1.3k	-1,273 -2.0%
23	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	188,609	$8.0m1.20%	1.20%	Added +17.9k	+17,889 10.5%
24	MONSTER BEVERAGE CORP NEW COM MNST	MNST	124,804	$7.8m1.17%	1.17%	Unchanged
25	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	102,545	$7.7m1.15%	1.15%	Added +7.0k	+6,995 7.3%
26	APPLE INC COM AAPL	AAPL	35,149	$7.2m1.08%	1.08%	Added +3.4k	+3,409 10.7%
27	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	34,927	$6.9m1.03%	1.03%	Reduced -1.9k	-1,886 -5.1%
28	ISHARES TR CORE US AGGBD ET AGG	AGG	68,910	$6.8m1.02%	1.02%	Added +2.7k	+2,670 4.0%
29	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	27,564	$6.5m0.97%	0.97%	Reduced -13.6k	-13,647 -33.1%
30	RTX CORPORATION COM RTX	RTX	43,362	$6.3m0.95%	0.95%	Reduced -750	-750 -1.7%
31	BONDBLOXX ETF TRUST BBB RATED 1 5 YE BBBS	BBBS	118,577	$6.1m0.91%	0.91%	Added +45.9k	+45,855 63.1%
32	HONEYWELL INTL INC COM COM		25,074	$5.8m0.87%	0.87%	Added +1.3k	+1,278 5.4%
33	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	32,423	$5.7m0.85%	0.85%	Added +1.4k	+1,352 4.3%
34	ISHARES TR CORE S&P MCP ETF IJH	IJH	87,859	$5.4m0.81%	0.81%	Reduced -6.5k	-6,549 -6.9%
35	SSGA ACTIVE TR STATE STREET MY MYCI	MYCI	213,531	$5.3m0.80%	0.80%	Added +63.2k	+63,199 42.0%
36	GILEAD SCIENCES INC COM GILD	GILD	46,147	$5.1m0.76%	0.76%	Added +39	+39 0.1%
37	HOME DEPOT INC COM HD	HD	13,948	$5.1m0.76%	0.76%	Reduced -243	-243 -1.7%
38	SSGA ACTIVE TR STATE STREET MY MYCH	MYCH	199,036	$5.0m0.74%	0.74%	Added +57.7k	+57,716 40.8%
39	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	25,045	$4.9m0.73%	0.73%	Reduced -102	-102 -0.4%
40	CHENIERE ENERGY INC COM NEW LNG	LNG	19,899	$4.8m0.72%	0.72%	Added +1.1k	+1,073 5.7%
41	COMCAST CORP NEW CL A CMCSA	CMCSA	133,668	$4.8m0.71%	0.71%	Added +3.4k	+3,356 2.6%
42	VISA INC COM CL A V	V	13,081	$4.6m0.69%	0.69%	Reduced -710	-710 -5.2%
43	AMGEN INC COM AMGN	AMGN	16,466	$4.6m0.69%	0.69%	Reduced -276	-276 -1.6%
44	DISNEY WALT CO COM DIS	DIS	36,091	$4.5m0.67%	0.67%	Reduced -6.8k	-6,769 -15.8%
45	PROCTER AND GAMBLE CO COM PG	PG	28,085	$4.5m0.67%	0.67%	Reduced -772	-772 -2.7%
46	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	20,170	$4.4m0.66%	0.66%	Added +1.6k	+1,580 8.5%
47	MERCK & CO INC COM MRK	MRK	55,616	$4.4m0.66%	0.66%	Reduced -1.7k	-1,706 -3.0%
48	CORTEVA INC COM CTVA	CTVA	56,901	$4.2m0.63%	0.63%	Added +161	+161 0.3%
49	ISHARES INC CORE MSCI EMKT IEMG	IEMG	70,571	$4.2m0.63%	0.63%	Added +1.2k	+1,164 1.7%
50	COSTCO WHSL CORP NEW COM COST	COST	4,152	$4.1m0.61%	0.61%	Added +1.2k	+1,160 38.8%
51	KENVUE INC COM KVUE	KVUE	187,366	$3.9m0.59%	0.59%	Reduced -5.5k	-5,486 -2.8%
52	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	15,101	$3.8m0.57%	0.57%	Reduced -356	-356 -2.3%
53	JOHNSON & JOHNSON COM JNJ	JNJ	24,725	$3.8m0.56%	0.56%	Added +3.3k	+3,331 15.6%
54	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	151,666	$3.7m0.55%	0.55%	Reduced -16.9k	-16,922 -10.0%
55	STARBUCKS CORP COM SBUX	SBUX	40,253	$3.7m0.55%	0.55%	Reduced -1.2k	-1,213 -2.9%
56	ADOBE INC COM ADBE	ADBE	9,294	$3.6m0.54%	0.54%	Added +1.9k	+1,928 26.2%
57	MEDTRONIC PLC SHS MDT	MDT	41,026	$3.6m0.53%	0.53%	Added +1.7k	+1,658 4.2%
58	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	77,675	$3.5m0.52%	0.52%	Added +9.9k	+9,942 14.7%
59	EXXON MOBIL CORP COM XOM	XOM	32,350	$3.5m0.52%	0.52%	Reduced -514	-514 -1.6%
60	INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH BSCX	BSCX	161,506	$3.4m0.51%	0.51%	Reduced -4.4k	-4,444 -2.7%
61	SSGA ACTIVE TR STATE STR MY2034 MYCN	MYCN	138,616	$3.4m0.51%	0.51%	Added +44.3k	+44,334 47.0%
62	SSGA ACTIVE TR STATE STR MY2030 MYCJ	MYCJ	135,739	$3.4m0.50%	0.50%	Added +88.0k	+87,976 184.2%
63	MCDONALDS CORP COM MCD	MCD	11,245	$3.3m0.49%	0.49%	Added +163	+163 1.5%
64	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	49,599	$3.2m0.47%	0.47%	Reduced -1.5k	-1,495 -2.9%
65	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	188,958	$3.1m0.47%	0.47%	Reduced -5.0k	-5,022 -2.6%
66	GENERAL DYNAMICS CORP COM GD	GD	10,528	$3.1m0.46%	0.46%	Reduced -302	-302 -2.8%
67	LOCKHEED MARTIN CORP COM LMT	LMT	6,610	$3.1m0.46%	0.46%	Added +5	+5 0.1%
68	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	148,401	$3.1m0.46%	0.46%	Reduced -3.4k	-3,419 -2.2%
69	BONDBLOXX ETF TRUST BLOOMBERG TWO YR XTWO	XTWO	57,821	$2.9m0.43%	0.43%	Reduced -3.8k	-3,798 -6.2%
70	US BANCORP DEL COM NEW USB	USB	61,329	$2.8m0.41%	0.41%	Reduced -14.2k	-14,227 -18.8%
71	WISDOMTREE TR DYNAMIC INT EQ DDLS	DDLS	69,995	$2.8m0.41%	0.41%	Added +4.0k	+4,018 6.1%
72	LAM RESEARCH CORP COM NEW LRCX	LRCX	27,541	$2.7m0.40%	0.40%	Reduced -955	-955 -3.4%
73	FIDELITY COVINGTON TRUST MSCI CONSM DIS FDIS	FDIS	28,357	$2.7m0.40%	0.40%	Reduced -721	-721 -2.5%
74	SSGA ACTIVE TR STATE STREET MY MYCG	MYCG	104,012	$2.6m0.39%	0.39%	Added +75.0k	+74,954 257.9%
75	SSGA ACTIVE TR STATE STREET MY MYCF	MYCF	101,977	$2.6m0.38%	0.38%	Added +79.3k	+79,295 349.6%
76	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	90,793	$2.5m0.38%	0.38%	Reduced -11.3k	-11,286 -11.1%
77	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	54,893	$2.5m0.38%	0.38%	Added +220	+220 0.4%
78	BONDBLOXX ETF TRUST BLOOMBERG ONE YR XONE	XONE	50,949	$2.5m0.38%	0.38%	Reduced -5.0k	-4,973 -8.9%
79	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,120	$2.5m0.37%	0.37%	Reduced -1.1k	-1,062 -11.6%
80	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	34,857	$2.5m0.37%	0.37%	Reduced -2.1k	-2,079 -5.6%
81	PEPSICO INC COM PEP	PEP	18,502	$2.4m0.36%	0.36%	Reduced -1.9k	-1,929 -9.4%
82	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	31,955	$2.4m0.35%	0.35%	Reduced -916	-916 -2.8%
83	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	30,156	$2.3m0.35%	0.35%	Reduced -769	-769 -2.5%
84	LOWES COS INC COM LOW	LOW	10,521	$2.3m0.35%	0.35%	Reduced -81	-81 -0.8%
85	MOODYS CORP COM MCO	MCO	4,548	$2.3m0.34%	0.34%	Reduced -194	-194 -4.1%
86	BANK AMERICA CORP COM BAC	BAC	48,105	$2.3m0.34%	0.34%	Reduced -3.4k	-3,424 -6.6%
87	SPDR SER TR S&P KENSHO CLEAN CNRG	CNRG	36,344	$2.2m0.32%	0.32%	Added +8.1k	+8,112 28.7%
88	EQUIFAX INC COM EFX	EFX	7,857	$2.0m0.30%	0.30%	Reduced -74	-74 -0.9%
89	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	41,177	$2.0m0.30%	0.30%	Reduced -1.1k	-1,067 -2.5%
90	FIDELITY COVINGTON TRUST MSCI COMMNTN SVC FCOM	FCOM	30,879	$2.0m0.30%	0.30%	Reduced -2.1k	-2,075 -6.3%
91	ECOLAB INC COM ECL	ECL	7,224	$1.9m0.29%	0.29%	Added +150	+150 2.1%
92	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	21,301	$1.9m0.29%	0.29%	Reduced -6.2k	-6,161 -22.4%
93	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	6,474	$1.9m0.29%	0.29%	Reduced -159	-159 -2.4%
94	FORTINET INC COM FTNT	FTNT	17,588	$1.9m0.28%	0.28%	Added +968	+968 5.8%
95	ALPHABET INC CAP STK CL C GOOG	GOOG	10,361	$1.8m0.27%	0.27%	Reduced -115	-115 -1.1%
96	ROPER TECHNOLOGIES INC COM ROP	ROP	3,122	$1.8m0.26%	0.26%	Added +163	+163 5.5%
97	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,821	$1.7m0.26%	0.26%	Reduced -165	-165 -5.5%
98	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	84,095	$1.7m0.26%	0.26%	Reduced -46.8k	-46,797 -35.8%
99	VALERO ENERGY CORP COM VLO	VLO	12,775	$1.7m0.26%	0.26%	Reduced -60	-60 -0.5%
100	ISHARES TR CORE S&P500 ETF IVV	IVV	2,693	$1.7m0.25%	0.25%	Reduced -299	-299 -10.0%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
SPDR SER TR SPMB	SPMB	22,806	$502.9k22.8k shares
ETSY INC ETSY	ETSY	7,595	$358.3k7.6k shares
INVESCO EXCH TRADED FD TR II BAB	BAB	10,595	$282.7k10.6k shares
WEC ENERGY GROUP INC WEC	WEC	2,182	$237.8k2.2k shares
SCHWAB STRATEGIC TR SCHZ	SCHZ	9,058	$209.8k9.1k shares
AMEREN CORP AEE	AEE	2,025	$203.3k2.0k shares