Profit Investment Management

Profit Investment Management as of Sept. 30, 2018

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 72 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
G-III Apparel (GIII) 3.6 $4.9M 102k 48.18
Fair Isaac Corporation (FICO) 3.2 $4.3M 19k 228.53
Crocs (CROX) 3.2 $4.3M 202k 21.29
Insperity (NSP) 3.2 $4.3M 36k 117.93
Epam Systems (EPAM) 3.0 $4.1M 30k 137.69
Comtech Telecomm (CMTL) 3.0 $4.1M 112k 36.27
Reliance Steel & Aluminum (RS) 2.9 $3.8M 45k 85.28
Forward Air Corporation (FWRD) 2.7 $3.6M 51k 71.70
Rollins (ROL) 2.6 $3.6M 59k 60.67
Take-Two Interactive Software (TTWO) 2.5 $3.4M 25k 137.99
FactSet Research Systems (FDS) 2.5 $3.3M 15k 223.66
Boston Beer Company (SAM) 2.4 $3.3M 11k 287.49
LifePoint Hospitals 2.4 $3.2M 50k 64.40
John Bean Technologies Corporation (JBT) 2.4 $3.2M 27k 119.27
Plantronics 2.3 $3.1M 52k 60.29
Revlon 2.1 $2.9M 129k 22.30
NuVasive 2.0 $2.7M 38k 70.96
Apple (AAPL) 2.0 $2.7M 12k 225.71
Firstcash 1.9 $2.6M 31k 81.99
Callaway Golf Company (MODG) 1.9 $2.5M 168k 14.94
Microsoft Corporation (MSFT) 1.8 $2.5M 22k 114.37
American Equity Investment Life Holding (AEL) 1.8 $2.5M 70k 35.35
Raven Industries 1.7 $2.3M 51k 45.74
Eagle Ban (EGBN) 1.7 $2.3M 46k 50.59
Visa (V) 1.6 $2.2M 15k 150.03
WESCO International (WCC) 1.6 $2.1M 34k 61.44
Nike (NKE) 1.5 $2.0M 23k 84.70
Plexus (PLXS) 1.4 $1.9M 33k 58.48
Regal-beloit Corporation (RRX) 1.4 $1.9M 23k 82.44
Winnebago Industries (WGO) 1.3 $1.8M 53k 33.13
Rlj Lodging Trust (RLJ) 1.3 $1.8M 81k 22.02
Home Depot (HD) 1.3 $1.7M 8.4k 207.15
Cisco Systems (CSCO) 1.3 $1.7M 36k 48.65
United Technologies Corporation 1.3 $1.7M 8.3k 210.04
FedEx Corporation (FDX) 1.2 $1.6M 6.6k 240.78
Southwest Airlines (LUV) 1.1 $1.6M 25k 62.43
Alphabet Inc Class A cs (GOOGL) 1.1 $1.5M 1.3k 1206.87
Euronet Worldwide (EEFT) 1.1 $1.5M 15k 100.21
McCormick & Company, Incorporated (MKC) 1.1 $1.5M 11k 131.69
Citrix Systems 1.1 $1.5M 13k 111.12
Costco Wholesale Corporation (COST) 1.1 $1.4M 6.1k 234.85
Bright Horizons Fam Sol In D (BFAM) 1.1 $1.4M 12k 117.79
Marathon Petroleum Corp (MPC) 1.0 $1.4M 17k 79.93
ScanSource (SCSC) 1.0 $1.3M 34k 39.88
American Express Company (AXP) 1.0 $1.3M 12k 106.45
Verizon Communications (VZ) 0.9 $1.3M 24k 53.37
Eastman Chemical Company (EMN) 0.9 $1.2M 13k 95.68
Amgen (AMGN) 0.9 $1.2M 5.6k 207.16
JPMorgan Chase & Co. (JPM) 0.8 $1.1M 9.8k 112.82
Pfizer (PFE) 0.8 $1.1M 25k 44.07
Pepsi (PEP) 0.8 $1.1M 9.5k 111.72
PetMed Express (PETS) 0.8 $1.0M 32k 32.98
Danaher Corporation (DHR) 0.8 $1.0M 9.5k 108.59
Synaptics, Incorporated (SYNA) 0.8 $1.0M 23k 45.58
V.F. Corporation (VFC) 0.8 $1.0M 11k 93.44
Delphi Automotive Inc international (APTV) 0.7 $923k 11k 83.87
Exxon Mobil Corporation (XOM) 0.7 $878k 10k 84.96
Manpower (MAN) 0.7 $877k 10k 85.93
Starbucks Corporation (SBUX) 0.6 $848k 15k 56.82
Celgene Corporation 0.6 $849k 9.5k 89.39
Cypress Semiconductor Corporation 0.6 $773k 53k 14.48
LogMeIn 0.5 $705k 7.9k 89.03
Sodastream International 0.5 $682k 4.8k 143.07
Goldman Sachs (GS) 0.5 $634k 2.8k 223.95
Janus Henderson Group Plc Ord (JHG) 0.2 $311k 12k 26.90
Akamai Technologies (AKAM) 0.2 $292k 4.0k 73.15
Aetna 0.2 $272k 1.3k 202.38
Yum! Brands (YUM) 0.2 $270k 3.0k 90.91
Medtronic (MDT) 0.2 $272k 2.8k 98.34
Procter & Gamble Company (PG) 0.2 $259k 3.1k 82.96
Intel Corporation (INTC) 0.2 $232k 4.9k 47.24
MasTec (MTZ) 0.1 $161k 51k 3.15