Exchange Capital Management, Inc.

13F filer · CIK 0001317733

Last filed Jul 21, 2025

Inactive · not filing 13F

13F portfolio value$670MU.S. long equity reported on 13F

Positions1083 new · 4 closed

Net flow last quarter+$3.65MBuys minus sells

Top 10 positions weight24.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2025Reported Jul 21, 2025108 positions
MSFTMicrosoft Corp	$35.8M	5.34%	0.00%	-0.8%	Q2 2013
AMZNAmazon Com Inc	$21.8M	3.25%	0.00%	-0.2%	Q2 2013
GOOGLAlphabet Inc.	$20.5M	3.06%	0.00%	-1.3%	Q4 2015
BRK.BBerkshire Hathaway Inc	$14.9M	2.23%	Not reported	-2.0%	Q2 2013
BLKBlackRock, Inc.	$12.8M	1.92%	0.01%	-1.7%	Q2 2013
SPMDSupermedia Inc.	$12.1M	1.81%	Not reported	+8.1%	Q4 2023
NOWServiceNow, Inc.	$11.6M	1.74%	0.01%	-1.7%	Q4 2018
KLACKla Corp	$11.4M	1.70%	0.00%	-3.0%	Q1 2018
MDYSPDR S&P Midcap 400 ETF Trust	$11.2M	1.68%	Not reported	-0.9%	Q2 2013
CRMSalesforce, Inc.	$10.7M	1.59%	0.00%	-2.0%	Q2 2018
JPMJPMorgan Chase & Co	$9.5M	1.42%	0.00%	-1.7%	Q2 2013
VEEVVeeva Systems Inc	$8.43M	1.26%	0.02%	-1.1%	Q4 2017
EMREmerson Electric Co	$8.43M	1.26%	0.01%	-2.0%	Q3 2013
MNSTMonster Beverage Corp	$7.82M	1.17%	0.01%	Not reported	Q3 2023
AAPLApple Inc.	$7.21M	1.08%	0.00%	+10.7%	Q2 2013
GWREGuidewire Software, Inc.	$6.49M	0.97%	0.03%	-33.1%	Q1 2018
RTXRTX Corp	$6.33M	0.95%	0.00%	-1.7%	Q2 2020
HONHoneywell International Inc	$5.84M	0.87%	0.01%	+5.4%	Q1 2014
MYCISars Corp.	$5.33M	0.80%	Not reported	+42.0%	Q4 2024
GILDGilead Sciences, Inc.	$5.12M	0.76%	0.00%	+0.1%	Q4 2014
HDHome Depot, Inc.	$5.11M	0.76%	0.00%	-1.7%	Q2 2013
LNGCheniere Energy, Inc.	$4.85M	0.72%	0.01%	+5.7%	Q4 2013
CMCSAComcast Corp	$4.77M	0.71%	0.00%	+2.6%	Q2 2013
VVisa Inc.	$4.64M	0.69%	0.00%	-5.2%	Q2 2013
AMGNAmgen Inc	$4.6M	0.69%	0.00%	-1.7%	Q2 2013
DISWalt Disney Co	$4.48M	0.67%	0.00%	-15.8%	Q2 2013
PGPROCTER & GAMBLE Co	$4.47M	0.67%	0.00%	-2.7%	Q3 2013
MRKMerck & Co., Inc.	$4.4M	0.66%	0.00%	-3.0%	Q2 2013
CTVACorteva, Inc.	$4.24M	0.63%	0.01%	+0.3%	Q3 2019
COSTCostco Wholesale Corp	$4.11M	0.61%	0.00%	+38.8%	Q3 2014
KVUEKenvue Inc.	$3.92M	0.59%	0.01%	-2.8%	Q3 2023
JNJJohnson & Johnson	$3.78M	0.56%	0.00%	+15.6%	Q2 2013
SBUXStarbucks Corp	$3.69M	0.55%	0.00%	-2.9%	Q4 2014
ADBEAdobe Inc.	$3.6M	0.54%	0.00%	+26.2%	Q1 2018
MDTMedtronic plc	$3.58M	0.53%	0.00%	+4.2%	Q2 2016
XOMExxonMobil Holdings Corp	$3.49M	0.52%	0.00%	-1.6%	Q2 2013
MCDMcdonalds Corp	$3.29M	0.49%	0.00%	+1.5%	Q2 2013
GDGeneral Dynamics Corp	$3.07M	0.46%	0.00%	-2.8%	Q1 2014
LMTLockheed Martin Corp	$3.06M	0.46%	0.00%	+0.1%	Q2 2013
USBUS Bancorp \de\	$2.78M	0.41%	0.00%	-18.8%	Q3 2013
LRCXLam Research Corp	$2.68M	0.40%	0.00%	-3.4%	Q4 2020
MYCGGlobal AI, Inc.	$2.6M	0.39%	Not reported	+258.0%	Q4 2024
MYCFJammin Java Corp.	$2.56M	0.38%	0.04%	+349.6%	Q4 2024
BMYBristol Myers Squibb Co	$2.54M	0.38%	0.00%	+0.4%	Q4 2013
XONEExOne Co	$2.53M	0.38%	0.23%	-8.9%	Q3 2023
MCHPMicrochip Technology Inc	$2.45M	0.37%	0.01%	-5.6%	Q2 2013
PEPPepsico Inc	$2.44M	0.36%	0.00%	-9.4%	Q2 2013
LOWLowes Companies Inc	$2.33M	0.35%	0.00%	-0.8%	Q2 2013
MCOMoodys Corp	$2.28M	0.34%	0.00%	-4.1%	Q1 2020
BACBank of America Corp	$2.28M	0.34%	0.00%	-6.6%	Q2 2013

Q1 2025Reported May 1, 2025109 positions
MSFTMicrosoft Corp	$27.2M	4.42%	0.00%	+0.9%	Q2 2013
AMZNAmazon Com Inc	$18.9M	3.07%	0.00%	-1.2%	Q2 2013
GOOGLAlphabet Inc.	$18.2M	2.96%	0.00%	-1.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$16.7M	2.70%	Not reported	-0.9%	Q2 2013
BLKBlackRock, Inc.	$11.8M	1.91%	0.01%	-1.5%	Q2 2013
CRMSalesforce, Inc.	$10.7M	1.74%	0.00%	-1.6%	Q2 2018
MDYSPDR S&P Midcap 400 ETF Trust	$10.7M	1.73%	Not reported	-1.2%	Q2 2013
SPMDSupermedia Inc.	$10.5M	1.71%	Not reported	+9.3%	Q4 2023
NOWServiceNow, Inc.	$9.15M	1.48%	0.01%	-1.3%	Q4 2018
KLACKla Corp	$8.88M	1.44%	0.01%	-1.3%	Q1 2018
JPMJPMorgan Chase & Co	$8.17M	1.33%	0.00%	-2.3%	Q2 2013
GWREGuidewire Software, Inc.	$7.72M	1.25%	0.05%	-2.9%	Q1 2018
MNSTMonster Beverage Corp	$7.3M	1.18%	0.01%	Not reported	Q3 2023
EMREmerson Electric Co	$7.07M	1.15%	0.01%	-1.0%	Q3 2013
AAPLApple Inc.	$7.05M	1.14%	0.00%	-3.9%	Q2 2013
VEEVVeeva Systems Inc	$6.86M	1.11%	0.02%	-0.2%	Q4 2017
RTXRTX Corp	$5.84M	0.95%	0.00%	-0.1%	Q2 2020
AMGNAmgen Inc	$5.22M	0.85%	0.00%	-1.1%	Q2 2013
HDHome Depot, Inc.	$5.2M	0.84%	0.00%	-5.1%	Q2 2013
GILDGilead Sciences, Inc.	$5.17M	0.84%	0.00%	-0.5%	Q4 2014
MRKMerck & Co., Inc.	$5.15M	0.83%	0.00%	-0.5%	Q2 2013
HONHoneywell International Inc	$5.04M	0.82%	0.00%	+4.3%	Q1 2014
PGPROCTER & GAMBLE Co	$4.92M	0.80%	0.00%	-1.1%	Q3 2013
VVisa Inc.	$4.83M	0.78%	0.00%	-3.8%	Q2 2013
CMCSAComcast Corp	$4.81M	0.78%	0.00%	+10.6%	Q2 2013
KVUEKenvue Inc.	$4.62M	0.75%	0.01%	0.0%	Q3 2023
LNGCheniere Energy, Inc.	$4.36M	0.71%	0.01%	+1.3%	Q4 2013
DISWalt Disney Co	$4.23M	0.69%	0.00%	-0.6%	Q2 2013
SBUXStarbucks Corp	$4.07M	0.66%	0.00%	-2.3%	Q4 2014
XOMExxonMobil Holdings Corp	$3.91M	0.63%	0.00%	-0.8%	Q2 2013
MYCISars Corp.	$3.72M	0.60%	Not reported	+360.8%	Q4 2024
CTVACorteva, Inc.	$3.57M	0.58%	0.01%	+0.7%	Q3 2019
JNJJohnson & Johnson	$3.55M	0.58%	0.00%	+8.6%	Q2 2013
MDTMedtronic plc	$3.54M	0.57%	0.00%	+4.5%	Q2 2016
MCDMcdonalds Corp	$3.46M	0.56%	0.00%	+3.1%	Q2 2013
BMYBristol Myers Squibb Co	$3.33M	0.54%	0.00%	+0.3%	Q4 2013
USBUS Bancorp \de\	$3.19M	0.52%	0.00%	-1.6%	Q3 2013
ZBHZimmer Biomet Holdings, Inc.	$3.11M	0.50%	0.01%	+1.0%	Q2 2016
PEPPepsico Inc	$3.06M	0.50%	0.00%	-6.7%	Q2 2013
GDGeneral Dynamics Corp	$2.95M	0.48%	0.00%	-0.6%	Q1 2014
LMTLockheed Martin Corp	$2.95M	0.48%	0.00%	-0.8%	Q2 2013
COSTCostco Wholesale Corp	$2.83M	0.46%	0.00%	+21.4%	Q3 2014
ADBEAdobe Inc.	$2.82M	0.46%	0.00%	-21.3%	Q1 2018
XONEExOne Co	$2.78M	0.45%	0.25%	+4.3%	Q3 2023
LOWLowes Companies Inc	$2.47M	0.40%	0.00%	-2.0%	Q2 2013
MCOMoodys Corp	$2.21M	0.36%	0.00%	-3.0%	Q1 2020
BACBank of America Corp	$2.15M	0.35%	0.00%	-4.4%	Q2 2013
LRCXLam Research Corp	$2.07M	0.34%	0.00%	-2.0%	Q4 2020
ACNAccenture plc	$2.07M	0.34%	0.00%	+0.1%	Q3 2013
EFXEquifax Inc	$1.93M	0.31%	0.01%	+21.7%	Q4 2014

Q4 2024Reported Feb 4, 2025111 positions
MSFTMicrosoft Corp	$30.3M	4.81%	0.00%	+1.4%	Q2 2013
GOOGLAlphabet Inc.	$22.6M	3.59%	0.00%	+0.2%	Q4 2015
AMZNAmazon Com Inc	$22.1M	3.51%	0.00%	-2.1%	Q2 2013
BRK.BBerkshire Hathaway Inc	$14.3M	2.28%	Not reported	-13.9%	Q2 2013
CRMSalesforce, Inc.	$13.6M	2.15%	0.00%	-1.4%	Q2 2018
BLKBlackRock, Inc.	$13M	2.06%	0.01%	-1.9%	Q2 2013
NOWServiceNow, Inc.	$12.4M	1.96%	0.00%	-11.7%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$11.5M	1.83%	Not reported	-0.2%	Q2 2013
SPMDSupermedia Inc.	$10.3M	1.64%	Not reported	+18.6%	Q4 2023
KLACKla Corp	$8.34M	1.32%	0.01%	-1.5%	Q1 2018
AAPLApple Inc.	$8.27M	1.31%	0.00%	+24.9%	Q2 2013
JPMJPMorgan Chase & Co	$8.18M	1.30%	0.00%	-0.2%	Q2 2013
EMREmerson Electric Co	$8.07M	1.28%	0.01%	-2.4%	Q3 2013
GWREGuidewire Software, Inc.	$7.16M	1.14%	0.05%	-16.5%	Q1 2018
MNSTMonster Beverage Corp	$6.56M	1.04%	0.01%	Not reported	Q3 2023
VEEVVeeva Systems Inc	$6.24M	0.99%	0.02%	-0.4%	Q4 2017
HDHome Depot, Inc.	$5.82M	0.92%	0.00%	-4.8%	Q2 2013
MRKMerck & Co., Inc.	$5.73M	0.91%	0.00%	-0.5%	Q2 2013
HONHoneywell International Inc	$5.16M	0.82%	0.00%	+7.9%	Q1 2014
RTXRTX Corp	$5.11M	0.81%	0.00%	+4.3%	Q2 2020
PGPROCTER & GAMBLE Co	$4.89M	0.78%	0.00%	-0.7%	Q3 2013
DISWalt Disney Co	$4.8M	0.76%	0.00%	+10.8%	Q2 2013
VVisa Inc.	$4.53M	0.72%	0.00%	-1.9%	Q2 2013
CMCSAComcast Corp	$4.42M	0.70%	0.00%	-19.8%	Q2 2013
AMGNAmgen Inc	$4.41M	0.70%	0.00%	+0.3%	Q2 2013
GILDGilead Sciences, Inc.	$4.28M	0.68%	0.00%	-0.6%	Q4 2014
ADBEAdobe Inc.	$4.16M	0.66%	0.00%	+0.5%	Q1 2018
KVUEKenvue Inc.	$4.12M	0.65%	0.01%	-0.9%	Q3 2023
LNGCheniere Energy, Inc.	$3.99M	0.63%	0.01%	+0.3%	Q4 2013
SBUXStarbucks Corp	$3.87M	0.62%	0.00%	-1.8%	Q4 2014
USBUS Bancorp \de\	$3.67M	0.58%	0.00%	-2.3%	Q3 2013
XOMExxonMobil Holdings Corp	$3.56M	0.57%	0.00%	-2.9%	Q2 2013
PEPPepsico Inc	$3.33M	0.53%	0.00%	+2.8%	Q2 2013
LMTLockheed Martin Corp	$3.24M	0.51%	0.00%	-1.9%	Q2 2013
CTVACorteva, Inc.	$3.21M	0.51%	0.01%	+0.8%	Q3 2019
MCDMcdonalds Corp	$3.12M	0.50%	0.00%	+1.4%	Q2 2013
BMYBristol Myers Squibb Co	$3.08M	0.49%	0.00%	+26.8%	Q4 2013
MDTMedtronic plc	$3.01M	0.48%	0.00%	+3.7%	Q2 2016
ZBHZimmer Biomet Holdings, Inc.	$2.87M	0.46%	0.01%	-0.7%	Q2 2016
GDGeneral Dynamics Corp	$2.87M	0.46%	0.00%	-0.5%	Q1 2014
JNJJohnson & Johnson	$2.85M	0.45%	0.00%	+14.0%	Q2 2013
LOWLowes Companies Inc	$2.67M	0.42%	0.00%	-3.4%	Q2 2013
XONEExOne Co	$2.66M	0.42%	0.24%	+32.7%	Q3 2023
BACBank of America Corp	$2.37M	0.38%	0.00%	-2.4%	Q2 2013
ACNAccenture plc	$2.33M	0.37%	0.00%	-0.2%	Q3 2013
MCOMoodys Corp	$2.31M	0.37%	0.00%	-3.3%	Q1 2020
COSTCostco Wholesale Corp	$2.26M	0.36%	0.00%	+9.9%	Q3 2014
MCHPMicrochip Technology Inc	$2.15M	0.34%	0.01%	-1.4%	Q2 2013
LRCXLam Research Corp	$2.1M	0.33%	0.00%	-0.2%	Q4 2020
GOOGAlphabet Inc.	$2.06M	0.33%	Not reported	+80.2%	Q4 2015

Q3 2024Reported Nov 1, 2024103 positions
MSFTMicrosoft Corp	$30.5M	4.86%	0.00%	-2.6%	Q2 2013
GOOGLAlphabet Inc.	$19.8M	3.15%	0.00%	-3.2%	Q4 2015
AMZNAmazon Com Inc	$19.1M	3.05%	0.00%	-2.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$16.9M	2.69%	Not reported	-4.3%	Q2 2013
BLKBlackRock, Inc.	$12.2M	1.95%	0.01%	-3.9%	Q2 2013
NOWServiceNow, Inc.	$11.8M	1.88%	0.01%	-3.1%	Q4 2018
MDYSPDR S&P Midcap 400 ETF Trust	$11.6M	1.84%	Not reported	-2.3%	Q2 2013
CRMSalesforce, Inc.	$11.3M	1.79%	0.00%	-4.8%	Q2 2018
KLACKla Corp	$10.4M	1.66%	0.01%	-18.2%	Q1 2018
GWREGuidewire Software, Inc.	$9.3M	1.48%	0.06%	-7.4%	Q1 2018
SPMDSupermedia Inc.	$8.69M	1.38%	Not reported	+30.8%	Q4 2023
EMREmerson Electric Co	$7.29M	1.16%	0.01%	-2.8%	Q3 2013
JPMJPMorgan Chase & Co	$7.21M	1.15%	0.00%	-5.5%	Q2 2013
MRKMerck & Co., Inc.	$6.58M	1.05%	0.00%	-2.8%	Q2 2013
MNSTMonster Beverage Corp	$6.51M	1.04%	0.01%	Not reported	Q3 2023
HDHome Depot, Inc.	$6.37M	1.01%	0.00%	-3.2%	Q2 2013
VEEVVeeva Systems Inc	$6.25M	1.00%	0.02%	+5.3%	Q4 2017
AAPLApple Inc.	$6.16M	0.98%	0.00%	-4.7%	Q2 2013
CMCSAComcast Corp	$6.14M	0.98%	0.00%	-2.1%	Q2 2013
AMGNAmgen Inc	$5.44M	0.87%	0.00%	-2.1%	Q2 2013
RTXRTX Corp	$5.13M	0.82%	0.00%	-1.3%	Q2 2020
PGPROCTER & GAMBLE Co	$5.09M	0.81%	0.00%	-1.8%	Q3 2013
ADBEAdobe Inc.	$4.82M	0.77%	0.00%	-3.5%	Q1 2018
KVUEKenvue Inc.	$4.5M	0.72%	0.01%	-4.5%	Q3 2023
HONHoneywell International Inc	$4.37M	0.70%	0.00%	+0.1%	Q1 2014
SBUXStarbucks Corp	$4.22M	0.67%	0.00%	-1.8%	Q4 2014
VVisa Inc.	$4.02M	0.64%	0.00%	-5.8%	Q2 2013
XOMExxonMobil Holdings Corp	$4M	0.64%	Not reported	-2.1%	Q2 2013
LMTLockheed Martin Corp	$3.97M	0.63%	0.00%	-3.0%	Q2 2013
GILDGilead Sciences, Inc.	$3.91M	0.62%	0.00%	+26.7%	Q4 2014
DISWalt Disney Co	$3.74M	0.60%	0.00%	-3.8%	Q2 2013
PEPPepsico Inc	$3.62M	0.58%	0.00%	-3.2%	Q2 2013
USBUS Bancorp \de\	$3.59M	0.57%	0.01%	-3.5%	Q3 2013
LNGCheniere Energy, Inc.	$3.33M	0.53%	0.01%	+6.4%	Q4 2013
GDGeneral Dynamics Corp	$3.31M	0.53%	0.00%	-1.6%	Q1 2014
CTVACorteva, Inc.	$3.28M	0.52%	0.01%	-3.4%	Q3 2019
MDTMedtronic plc	$3.27M	0.52%	0.00%	-0.1%	Q2 2016
MCDMcdonalds Corp	$3.23M	0.51%	0.00%	-1.4%	Q2 2013
MCHPMicrochip Technology Inc	$3.06M	0.49%	0.01%	-1.4%	Q2 2013
LOWLowes Companies Inc	$3.03M	0.48%	0.00%	-3.7%	Q2 2013
ZBHZimmer Biomet Holdings, Inc.	$2.96M	0.47%	0.01%	-2.3%	Q2 2016
JNJJohnson & Johnson	$2.8M	0.45%	0.00%	+3.6%	Q2 2013
MCOMoodys Corp	$2.4M	0.38%	0.00%	-5.4%	Q1 2020
LRCXLam Research Corp	$2.38M	0.38%	0.00%	-5.1%	Q4 2020
ACNAccenture plc	$2.35M	0.37%	0.00%	-0.9%	Q3 2013
BMYBristol Myers Squibb Co	$2.22M	0.35%	0.00%	-2.1%	Q4 2013
BACBank of America Corp	$2.19M	0.35%	0.00%	-5.3%	Q2 2013
XONEExOne Co	$2.02M	0.32%	0.18%	+13.2%	Q3 2023
COSTCostco Wholesale Corp	$1.99M	0.32%	0.00%	+0.9%	Q3 2014
EFXEquifax Inc	$1.85M	0.29%	0.01%	-3.3%	Q4 2014

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