Profit Investment Management

Profit Investment Management as of Dec. 31, 2017

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 85 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
G-III Apparel (GIII) 3.0 $3.9M 107k 36.89
Reliance Steel & Aluminum (RS) 3.0 $3.9M 45k 85.79
Epam Systems (EPAM) 2.6 $3.4M 32k 107.42
Insperity (NSP) 2.4 $3.2M 55k 57.34
John Bean Technologies Corporation (JBT) 2.4 $3.2M 29k 110.79
Crocs (CROX) 2.3 $3.1M 242k 12.64
Winnebago Industries (WGO) 2.2 $2.9M 53k 55.61
Forward Air Corporation (FWRD) 2.2 $2.9M 51k 57.44
Fair Isaac Corporation (FICO) 2.2 $2.9M 19k 153.19
FactSet Research Systems (FDS) 2.2 $2.9M 15k 192.76
Boston Beer Company (SAM) 2.1 $2.8M 15k 191.08
Revlon 2.1 $2.8M 129k 21.80
Rollins (ROL) 2.1 $2.7M 59k 46.53
Take-Two Interactive Software (TTWO) 2.1 $2.7M 25k 109.80
Microsoft Corporation (MSFT) 2.0 $2.7M 31k 85.52
Sodastream International 2.0 $2.6M 37k 70.33
MasTec (MTZ) 1.9 $2.6M 52k 48.95
Comtech Telecomm (CMTL) 1.9 $2.5M 112k 22.12
Apple (AAPL) 1.8 $2.4M 14k 169.22
WESCO International (WCC) 1.8 $2.3M 34k 68.15
Janus Henderson Group Plc Ord (JHG) 1.7 $2.3M 59k 38.26
NuVasive 1.7 $2.2M 38k 58.49
LifePoint Hospitals 1.6 $2.2M 43k 49.81
Home Depot (HD) 1.6 $2.1M 11k 189.56
Firstcash 1.6 $2.1M 31k 67.45
Eagle Ban (EGBN) 1.6 $2.1M 36k 57.91
Callaway Golf Company (MODG) 1.6 $2.1M 147k 13.93
Raven Industries 1.6 $2.0M 59k 34.35
Plexus (PLXS) 1.5 $2.0M 33k 60.71
FedEx Corporation (FDX) 1.5 $2.0M 7.9k 249.49
Visa (V) 1.5 $2.0M 17k 114.04
Southwest Airlines (LUV) 1.4 $1.8M 28k 65.46
Rlj Lodging Trust (RLJ) 1.4 $1.8M 81k 21.97
Nike (NKE) 1.4 $1.8M 28k 62.57
Regal-beloit Corporation (RRX) 1.3 $1.7M 23k 76.59
Manpower (MAN) 1.2 $1.6M 13k 126.09
Alphabet Inc Class A cs (GOOGL) 1.2 $1.6M 1.5k 1053.31
Cisco Systems (CSCO) 1.2 $1.5M 40k 38.31
American Equity Investment Life Holding (AEL) 1.1 $1.5M 49k 30.72
ScanSource (SCSC) 1.1 $1.5M 41k 35.80
Plantronics 1.1 $1.5M 29k 50.39
Pepsi (PEP) 1.1 $1.5M 12k 119.90
Citrix Systems 1.1 $1.4M 16k 87.99
JPMorgan Chase & Co. (JPM) 1.1 $1.4M 13k 106.92
Costco Wholesale Corporation (COST) 1.0 $1.3M 7.2k 186.09
Verizon Communications (VZ) 1.0 $1.3M 26k 52.91
United Technologies Corporation 1.0 $1.3M 10k 127.61
Euronet Worldwide (EEFT) 1.0 $1.3M 15k 84.30
Celgene Corporation 1.0 $1.3M 12k 104.36
American Express Company (AXP) 0.9 $1.2M 12k 99.33
Eastman Chemical Company (EMN) 0.9 $1.2M 13k 92.61
Amgen (AMGN) 0.9 $1.1M 6.6k 173.85
Bright Horizons Fam Sol In D (BFAM) 0.9 $1.1M 12k 93.97
McCormick & Company, Incorporated (MKC) 0.8 $1.1M 11k 101.87
Marathon Petroleum Corp (MPC) 0.8 $1.1M 17k 65.96
Synaptics, Incorporated (SYNA) 0.8 $1.1M 26k 39.95
LogMeIn 0.7 $970k 8.5k 114.48
Delphi Automotive Inc international (APTV) 0.7 $934k 11k 84.87
Pfizer (PFE) 0.7 $903k 25k 36.21
Danaher Corporation (DHR) 0.7 $885k 9.5k 92.85
Exxon Mobil Corporation (XOM) 0.7 $864k 10k 83.61
Starbucks Corporation (SBUX) 0.7 $857k 15k 57.42
Cypress Semiconductor Corporation 0.6 $814k 53k 15.24
V.F. Corporation (VFC) 0.6 $801k 11k 74.03
Goldman Sachs (GS) 0.6 $721k 2.8k 254.68
Aetna 0.4 $521k 2.9k 180.28
Intel Corporation (INTC) 0.4 $485k 11k 46.13
Alphabet Inc Class C cs (GOOG) 0.4 $470k 449.00 1046.77
United Parcel Service (UPS) 0.3 $431k 3.6k 119.06
Akamai Technologies (AKAM) 0.3 $422k 6.5k 65.06
Hca Holdings (HCA) 0.3 $411k 4.7k 87.75
Medtronic (MDT) 0.3 $410k 5.1k 80.82
MasterCard Incorporated (MA) 0.3 $394k 2.6k 151.42
Rockwell Collins 0.3 $393k 2.9k 135.70
Procter & Gamble Company (PG) 0.3 $358k 3.9k 91.79
At&t (T) 0.2 $326k 8.4k 38.85
Franklin Resources (BEN) 0.2 $318k 7.3k 43.37
Symantec Corporation 0.2 $311k 11k 28.03
Western Digital (WDC) 0.2 $299k 3.8k 79.50
AFLAC Incorporated (AFL) 0.2 $272k 3.1k 87.88
Cooper Companies 0.2 $280k 1.3k 217.73
Qualcomm (QCOM) 0.2 $249k 3.9k 63.98
Yum! Brands (YUM) 0.2 $242k 3.0k 81.48
Target Corporation (TGT) 0.2 $203k 3.1k 65.27
Himax Technologies (HIMX) 0.1 $133k 13k 10.39