Profit Investment Management

Profit Investment Management as of Dec. 31, 2012

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 121 positions in its portfolio as reported in the December 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.6 $71M 133k 532.17
Nike (NKE) 3.1 $48M 932k 51.60
Visa (V) 2.8 $43M 286k 151.58
FedEx Corporation (FDX) 2.7 $42M 460k 91.72
Pepsi (PEP) 2.7 $41M 602k 68.43
Home Depot (HD) 2.6 $39M 637k 61.85
Eastman Chemical Company (EMN) 2.6 $39M 580k 68.05
Franklin Resources (BEN) 2.4 $36M 287k 125.70
Green Mountain Coffee Roasters 2.4 $36M 872k 41.34
Google 2.3 $36M 51k 707.38
Akamai Technologies (AKAM) 2.2 $34M 822k 40.91
Medtronic 2.2 $33M 814k 41.02
Western Digital (WDC) 2.2 $33M 784k 42.49
Amgen (AMGN) 2.2 $33M 386k 86.20
eBay (EBAY) 2.2 $33M 655k 51.00
United Parcel Service (UPS) 2.2 $33M 451k 73.73
National-Oilwell Var 2.1 $32M 472k 68.35
Oracle Corporation (ORCL) 2.1 $32M 963k 33.32
United Technologies Corporation 2.0 $31M 382k 82.01
Costco Wholesale Corporation (COST) 2.0 $31M 310k 98.73
Target Corporation (TGT) 2.0 $30M 513k 59.17
Aetna 1.9 $29M 623k 46.31
Qualcomm (QCOM) 1.9 $29M 465k 61.86
Abbott Laboratories (ABT) 1.9 $29M 434k 65.50
Dollar Tree (DLTR) 1.8 $28M 692k 40.56
Procter & Gamble Company (PG) 1.8 $28M 404k 67.89
McCormick & Company, Incorporated (MKC) 1.7 $27M 420k 63.53
Oil States International (OIS) 1.6 $25M 353k 71.54
Hca Holdings (HCA) 1.6 $25M 814k 30.17
3M Company (MMM) 1.6 $24M 258k 92.85
Mylan 1.5 $23M 824k 27.45
Citrix Systems 1.4 $22M 334k 65.62
Whole Foods Market 1.4 $22M 238k 91.16
Amazon (AMZN) 1.4 $22M 86k 250.87
VMware 1.4 $22M 229k 94.14
Mednax (MD) 1.4 $21M 268k 79.52
Cooper Companies 1.4 $21M 225k 92.48
Pfizer (PFE) 1.2 $18M 713k 25.08
American Express Company (AXP) 1.1 $18M 304k 57.48
Tractor Supply Company (TSCO) 1.1 $17M 192k 88.36
Celgene Corporation 1.1 $17M 217k 78.47
Chevron Corporation (CVX) 1.1 $17M 156k 108.14
Express Scripts Holding 1.1 $16M 301k 54.00
AFLAC Incorporated (AFL) 0.9 $14M 259k 53.12
Tiffany & Co. 0.8 $13M 228k 57.34
MasterCard Incorporated (MA) 0.7 $11M 22k 491.27
WESCO International (WCC) 0.5 $8.2M 122k 67.43
Fair Isaac Corporation (FICO) 0.4 $6.2M 148k 42.03
G-III Apparel (GIII) 0.4 $5.9M 174k 34.23
Insperity (NSP) 0.4 $5.7M 176k 32.56
International Business Machines (IBM) 0.4 $5.5M 29k 191.57
Reliance Steel & Aluminum (RS) 0.3 $5.2M 84k 62.10
Intel Corporation (INTC) 0.3 $4.7M 229k 20.62
LifePoint Hospitals 0.3 $4.8M 126k 37.75
Boston Beer Company (SAM) 0.3 $4.7M 35k 134.44
Forward Air Corporation (FWRD) 0.3 $4.5M 129k 35.01
Regal-beloit Corporation (RRX) 0.3 $4.5M 64k 70.46
Cymer 0.3 $4.4M 48k 90.43
Vitamin Shoppe 0.3 $4.2M 74k 57.35
World Acceptance (WRLD) 0.3 $4.2M 56k 74.55
Callaway Golf Company (MODG) 0.3 $4.0M 623k 6.50
Take-Two Interactive Software (TTWO) 0.2 $3.8M 343k 11.01
First Cash Financial Services 0.2 $3.8M 76k 49.62
Vivus 0.2 $3.9M 288k 13.42
Rollins (ROL) 0.2 $3.7M 167k 22.04
Blue Nile 0.2 $3.6M 95k 38.48
Maidenform Brands 0.2 $3.6M 185k 19.49
OmniVision Technologies 0.2 $3.6M 259k 14.08
Hershey Company (HSY) 0.2 $3.6M 50k 72.22
FactSet Research Systems (FDS) 0.2 $3.5M 40k 88.06
BE Aerospace 0.2 $3.4M 69k 49.41
E.I. du Pont de Nemours & Company 0.2 $3.3M 74k 44.99
United Rentals (URI) 0.2 $3.3M 72k 45.52
Janus Capital 0.2 $3.3M 383k 8.52
Comtech Telecomm (CMTL) 0.2 $3.2M 125k 25.38
Wal-Mart Stores (WMT) 0.2 $3.0M 44k 68.22
Verizon Communications (VZ) 0.2 $3.0M 70k 43.27
General Dynamics Corporation (GD) 0.2 $3.1M 45k 69.27
Questcor Pharmaceuticals 0.2 $3.0M 114k 26.72
Plexus (PLXS) 0.2 $3.1M 119k 25.80
Automatic Data Processing (ADP) 0.2 $2.9M 51k 56.93
Manpower (MAN) 0.2 $3.0M 71k 42.44
Stone Energy Corporation 0.2 $2.9M 144k 20.52
McDonald's Corporation (MCD) 0.2 $2.8M 32k 88.22
DENTSPLY International 0.2 $2.8M 71k 39.61
Chico's FAS 0.2 $2.7M 146k 18.46
ScanSource (SCSC) 0.2 $2.8M 87k 31.77
Everbank Finl 0.2 $2.7M 184k 14.91
Coca-Cola Company (KO) 0.2 $2.6M 73k 36.24
NuVasive 0.2 $2.5M 164k 15.46
Seabridge Gold (SA) 0.2 $2.7M 148k 17.97
Jabil Circuit (JBL) 0.2 $2.5M 131k 19.29
Raven Industries 0.2 $2.5M 94k 26.36
Walt Disney Company (DIS) 0.1 $2.4M 47k 49.79
Boeing Company (BA) 0.1 $2.3M 31k 75.36
Quest Diagnostics Incorporated (DGX) 0.1 $2.3M 39k 58.26
Insteel Industries (IIIN) 0.1 $2.2M 179k 12.48
Baker Hughes Incorporated 0.1 $2.0M 48k 40.85
LeapFrog Enterprises 0.1 $1.9M 223k 8.63
Biogen Idec (BIIB) 0.1 $1.9M 13k 146.37
Amphenol Corporation (APH) 0.1 $1.9M 29k 64.69
Syneron Medical Ltd ord 0.1 $1.7M 194k 8.67
Gamco Investors (GAMI) 0.1 $1.5M 28k 53.06
Mattel (MAT) 0.1 $1.4M 38k 36.62
Roper Industries (ROP) 0.1 $1.4M 12k 111.49
SanDisk Corporation 0.1 $1.3M 29k 43.48
T. Rowe Price (TROW) 0.1 $1.1M 17k 65.12
Rockwell Collins 0.1 $1.1M 20k 58.19
Xcel Energy (XEL) 0.1 $1.1M 42k 26.70
Toro Company (TTC) 0.1 $1.0M 24k 42.98
Healthways 0.1 $1.0M 97k 10.70
Republic Services (RSG) 0.1 $929k 32k 29.32
Royal Caribbean Cruises (RCL) 0.1 $743k 22k 34.00
Charles River Laboratories (CRL) 0.1 $791k 21k 37.49
Valero Energy Corporation (VLO) 0.1 $761k 22k 34.11
Gra (GGG) 0.1 $767k 15k 51.48
Nasdaq Omx (NDAQ) 0.0 $547k 22k 24.99
Willis Group Holdings 0.0 $626k 19k 33.53
DTE Energy Company (DTE) 0.0 $656k 11k 60.02
Joy Global 0.0 $483k 7.6k 63.80
Atmel Corporation 0.0 $524k 80k 6.55