Profit Investment Management

Profit Investment Management as of March 31, 2012

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 131 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Computer 5.9 $93M 155k 599.55
Exxon Mobil Corp 3.8 $60M 693k 86.73
Home Depot (HD) 2.9 $45M 893k 50.31
United Parcel Service (UPS) 2.5 $39M 478k 80.72
Nike (NKE) 2.3 $36M 334k 108.44
Visa Inc Co m 9 2.3 $36M 306k 118.00
Wal-Mart Stores (WMT) 2.3 $36M 586k 61.20
Coca-Cola Company (KO) 2.3 $36M 481k 74.01
Western Digital (WDC) 2.2 $35M 843k 41.39
Google Inc Co m 3 2.2 $35M 54k 641.24
International Business Machines (IBM) 2.2 $34M 164k 208.65
Qualcomm (QCOM) 2.2 $34M 501k 68.06
McDonald's Corporation (MCD) 2.1 $33M 340k 98.10
American Express 2.1 $33M 574k 57.86
Aetna 2.1 $33M 658k 50.16
United Technologies Corporation 2.1 $33M 395k 82.94
Franklin Resources (BEN) 2.1 $32M 261k 124.03
Fossil 2.0 $32M 242k 131.98
Chevron Corporation (CVX) 2.0 $32M 294k 107.21
Target Corp 2.0 $32M 540k 58.27
Costco Wholesale Corp 2.0 $31M 345k 90.80
Pepsi (PEP) 2.0 $31M 463k 66.35
Oil States International (OIS) 1.9 $30M 389k 78.06
Cooper Companies 1.9 $30M 367k 81.71
Procter & Gamble Company (PG) 1.9 $29M 431k 67.21
Eastman Chemical Company (EMN) 1.8 $29M 555k 51.69
Citrix Systems 1.8 $29M 361k 78.91
eBay (EBAY) 1.7 $26M 708k 36.90
Bristol Myers Squibb (BMY) 1.7 $26M 768k 33.74
Fedex Corp Co m 3 1.6 $25M 275k 91.96
E.I. du Pont de Nemours & Company 1.6 $25M 474k 52.90
Plains Exploration & Production Company 1.6 $25M 583k 42.65
Express Scripts 1.6 $24M 451k 54.18
Yum! Brands (YUM) 1.5 $24M 334k 71.18
Dollar Tree (DLTR) 1.5 $24M 252k 94.49
D Automatic Data Proce Ssing Inc Common Stock 0 1.4 $23M 411k 55.19
Oracle Corp 1.4 $22M 758k 29.16
Tractor Supply Company (TSCO) 1.2 $19M 212k 90.56
Celgene Corporation 1.2 $18M 237k 77.52
Tiffany & Co. 1.1 $18M 253k 69.13
Aflac Inc Co m 0 1.0 $15M 329k 45.99
Mastercardcl'a'comstkusd0.0001 C om 5 0.9 $14M 32k 420.54
Morgan Stanley (MS) 0.8 $13M 646k 19.64
Verizon Communications Inc Co m 9 0.6 $9.2M 239k 38.23
BE AEROSPACE INC COM Stk 0.6 $8.6M 186k 46.47
Wesco Intl Inc Com Usd0.01 0.5 $7.9M 121k 65.31
Amazon 0.5 $7.7M 38k 202.51
Fair Isaac Corporation (FICO) 0.4 $6.4M 145k 43.90
Insperity 0.3 $5.3M 173k 30.64
Reliance Steel & Aluminum (RS) 0.3 $5.2M 92k 56.47
Amgen 0.3 $5.2M 77k 67.97
FactSet Research Systems (FDS) 0.3 $5.0M 51k 99.05
OmniVision Technologies 0.3 $5.0M 252k 20.00
McCormick & Company, Incorporated (MKC) 0.3 $4.9M 90k 54.43
Medtronic 0.3 $4.7M 120k 39.19
Forward Air Corporation (FWRD) 0.3 $4.6M 127k 36.67
At&t Inc Co m 0 0.3 $4.6M 147k 31.23
Regal-beloit Corporation (RRX) 0.3 $4.2M 64k 65.55
G-iii Apparel Group 0.3 $4.2M 149k 28.42
Plexus (PLXS) 0.3 $4.1M 116k 34.99
Stone Energy Corporation 0.3 $4.0M 141k 28.59
Maidenform Brands 0.2 $3.7M 164k 22.51
Comtech Telecomm (CMTL) 0.2 $3.6M 110k 32.58
Boston Beer Company (SAM) 0.2 $3.7M 34k 106.78
Rollins (ROL) 0.2 $3.5M 164k 21.28
General Dynamics Corporation (GD) 0.2 $3.4M 47k 73.37
World Acceptance (WRLD) 0.2 $3.4M 56k 61.24
Raven Industries 0.2 $3.5M 57k 61.00
Callaway Golf Company (MODG) 0.2 $3.4M 497k 6.76
Take-Two Interactive Software (TTWO) 0.2 $3.3M 212k 15.39
Atmel Corp Com Stk 0.2 $3.3M 335k 9.86
D Janus Capital Group Inc Com St Common Stock 4 0.2 $3.3M 375k 8.91
Vitamin Shoppe 0.2 $3.2M 73k 44.21
Jabil Circuit (JBL) 0.2 $3.1M 125k 25.12
ScanSource (SCSC) 0.2 $3.1M 84k 37.32
Manpower Inc-wis 0.2 $3.2M 68k 47.37
Cymer 0.2 $2.9M 59k 50.00
DENTSPLY International 0.2 $2.7M 68k 40.13
Toro Company (TTC) 0.2 $2.8M 39k 71.12
Jpmorgan Chase & Co Co m 4 0.2 $2.8M 62k 45.99
NuVasive 0.2 $2.7M 162k 16.84
D Price T Rowe Group I Nc Com St Common Stock 7 0.2 $2.5M 38k 65.31
Mmodal 0.2 $2.5M 239k 10.55
Boeing 0.1 $2.3M 31k 74.36
Dendreon Corporation 0.1 $2.4M 225k 10.65
Quest Diagnostics 0.1 $2.3M 38k 61.15
Abbott Labs 0.1 $2.3M 38k 61.30
Walgreen Company 0.1 $2.2M 66k 33.49
MEMC Electronic Materials 0.1 $2.2M 602k 3.61
Seabridge Gold (SA) 0.1 $2.2M 109k 20.09
D Akamai Technologies Inc Com St Common Stock 0 0.1 $2.1M 58k 36.70
True Religion Apparel Ord Shs Com mon 8 0.1 $2.1M 78k 27.40
Insteel Industries 0.1 $2.1M 176k 12.15
Dick's Sporting Goods (DKS) 0.1 $2.1M 43k 48.07
Baker Hughes 0.1 $2.0M 48k 41.93
LoopNet 0.1 $2.1M 109k 18.78
Syneron Medical Ltd ord shs m 0.1 $2.0M 189k 10.72
1st Cash Fin Svs 0.1 $2.1M 48k 42.88
Vera Bradley 0.1 $2.1M 69k 30.19
Gamco Investors (GAMI) 0.1 $2.0M 39k 49.60
Chico's FAS 0.1 $1.9M 129k 15.10
Lincare Holdings 0.1 $1.7M 68k 25.88
Seabright Holdings 0.1 $1.7M 188k 9.09
Biogen Idec Inc Co m 0 0.1 $1.8M 14k 126.03
Gra (GGG) 0.1 $1.5M 29k 53.08
Amphenol Corp-cl A 0.1 $1.6M 27k 59.77
Hershey Company (HSY) 0.1 $1.5M 24k 61.33
Sandisk Corp 0.1 $1.4M 29k 49.59
3m Co Co m 8 0.1 $1.4M 16k 89.27
Mattel (MAT) 0.1 $1.3M 38k 33.66
Roper Industries (ROP) 0.1 $1.2M 12k 99.18
Cisco Systems Inc Co m 1 0.1 $1.3M 59k 21.15
Rockwell Collins 0.1 $1.1M 20k 57.58
Xcel Energy Inc Com Stk C om 9 0.1 $1.1M 42k 26.46
Valero Energy 0.1 $1.1M 43k 25.77
Republic Services (RSG) 0.1 $968k 32k 30.56
Waters Corporation (WAT) 0.1 $1.0M 11k 92.63
Kellogg Company (K) 0.1 $894k 17k 53.64
Charles River Laboratories (CRL) 0.1 $761k 21k 36.07
D Wellpoint Health Net Works Inc Common Stock 9 0.1 $749k 10k 73.79
Joy Global 0.0 $556k 7.6k 73.45
Nasdaq Omx (NDAQ) 0.0 $567k 22k 25.90
DTE Energy Company (DTE) 0.0 $601k 11k 54.99
Healthways 0.0 $697k 95k 7.36
Idexx Laboratories 0.0 $614k 7.0k 87.40
Royal Caribbean Cruises 0.0 $643k 22k 29.43
Willis Group Hldgs 0.0 $653k 19k 34.98
Southwest Airlines (LUV) 0.0 $487k 59k 8.24
Arch Coal Inc Com Usd0.01 0.0 $400k 37k 10.70
Best Buy 0.0 $380k 16k 23.71
Bk Of America Corp 0.0 $145k 15k 9.55