Profit Investment Management

Profit Investment Management as of March 31, 2018

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 71 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reliance Steel & Aluminum (RS) 3.3 $3.9M 45k 85.75
G-III Apparel (GIII) 3.3 $3.8M 102k 37.68
Insperity (NSP) 3.0 $3.5M 50k 69.54
Epam Systems (EPAM) 2.9 $3.4M 30k 114.52
Comtech Telecomm (CMTL) 2.9 $3.4M 112k 29.89
Crocs (CROX) 2.8 $3.3M 202k 16.25
Fair Isaac Corporation (FICO) 2.7 $3.2M 19k 169.35
John Bean Technologies Corporation (JBT) 2.5 $3.0M 27k 113.42
Rollins (ROL) 2.5 $3.0M 59k 51.04
FactSet Research Systems (FDS) 2.5 $3.0M 15k 199.42
Boston Beer Company (SAM) 2.4 $2.8M 15k 189.04
Callaway Golf Company (MODG) 2.3 $2.7M 168k 16.36
Forward Air Corporation (FWRD) 2.3 $2.7M 51k 52.86
Revlon 2.3 $2.7M 129k 20.60
Firstcash 2.1 $2.5M 31k 81.25
Plantronics 2.1 $2.5M 41k 60.37
Take-Two Interactive Software (TTWO) 2.0 $2.4M 25k 97.79
LifePoint Hospitals 2.0 $2.4M 50k 47.00
MasTec (MTZ) 2.0 $2.3M 50k 47.05
Eagle Ban (EGBN) 1.8 $2.2M 36k 59.85
WESCO International (WCC) 1.8 $2.1M 34k 62.06
American Equity Investment Life Holding (AEL) 1.7 $2.0M 70k 29.36
Plexus (PLXS) 1.7 $2.0M 33k 59.72
NuVasive 1.7 $2.0M 38k 52.21
Apple (AAPL) 1.7 $2.0M 12k 167.75
Microsoft Corporation (MSFT) 1.6 $1.9M 21k 91.29
Winnebago Industries (WGO) 1.6 $1.9M 50k 37.59
Raven Industries 1.5 $1.8M 51k 35.06
Visa (V) 1.5 $1.7M 15k 119.60
Regal-beloit Corporation (RRX) 1.4 $1.7M 23k 73.36
Rlj Lodging Trust (RLJ) 1.3 $1.6M 81k 19.43
FedEx Corporation (FDX) 1.3 $1.5M 6.4k 240.09
Nike (NKE) 1.3 $1.5M 23k 66.45
Cisco Systems (CSCO) 1.3 $1.5M 36k 42.88
Home Depot (HD) 1.2 $1.5M 8.1k 178.19
Southwest Airlines (LUV) 1.2 $1.4M 24k 57.29
Eastman Chemical Company (EMN) 1.2 $1.4M 13k 105.57
Alphabet Inc Class A cs (GOOGL) 1.1 $1.3M 1.3k 1037.47
Marathon Petroleum Corp (MPC) 1.1 $1.2M 17k 73.12
Bright Horizons Fam Sol In D (BFAM) 1.0 $1.2M 12k 99.72
Euronet Worldwide (EEFT) 1.0 $1.2M 15k 78.91
Citrix Systems 1.0 $1.2M 13k 92.78
ScanSource (SCSC) 1.0 $1.2M 34k 35.55
McCormick & Company, Incorporated (MKC) 1.0 $1.2M 11k 106.38
American Express Company (AXP) 1.0 $1.1M 12k 93.28
Verizon Communications (VZ) 1.0 $1.1M 24k 47.84
Manpower (MAN) 1.0 $1.1M 9.8k 115.10
PetMed Express (PETS) 1.0 $1.1M 27k 41.75
Costco Wholesale Corporation (COST) 0.9 $1.1M 6.0k 188.42
JPMorgan Chase & Co. (JPM) 0.9 $1.1M 9.8k 109.97
United Technologies Corporation 0.9 $1.0M 8.3k 125.80
Synaptics, Incorporated (SYNA) 0.9 $1.0M 23k 45.71
Amgen (AMGN) 0.8 $957k 5.6k 170.47
Pepsi (PEP) 0.8 $959k 8.8k 109.18
Danaher Corporation (DHR) 0.8 $933k 9.5k 97.89
Delphi Automotive Inc international (APTV) 0.8 $935k 11k 84.96
LogMeIn 0.8 $915k 7.9k 115.54
Cypress Semiconductor Corporation 0.8 $906k 53k 16.97
Pfizer (PFE) 0.8 $885k 25k 35.49
Starbucks Corporation (SBUX) 0.7 $864k 15k 57.89
Celgene Corporation 0.7 $808k 9.1k 89.18
V.F. Corporation (VFC) 0.7 $802k 11k 74.12
Exxon Mobil Corporation (XOM) 0.7 $771k 10k 74.61
Goldman Sachs (GS) 0.6 $713k 2.8k 251.85
Sodastream International 0.5 $529k 5.8k 91.79
Janus Henderson Group Plc Ord (JHG) 0.3 $383k 12k 33.13
Intel Corporation (INTC) 0.2 $256k 4.9k 52.13
Yum! Brands (YUM) 0.2 $253k 3.0k 85.19
Alphabet Inc Class C cs (GOOG) 0.2 $234k 227.00 1030.84
Akamai Technologies (AKAM) 0.2 $223k 3.1k 71.09
Aetna 0.2 $213k 1.3k 169.18