Profit Investment Management

Profit Investment Management as of Dec. 31, 2018

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 68 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reliance Steel & Aluminum (RS) 3.5 $3.8M 54k 71.17
Fair Isaac Corporation (FICO) 3.2 $3.5M 19k 187.00
Epam Systems (EPAM) 3.1 $3.5M 30k 116.00
Insperity (NSP) 3.0 $3.3M 35k 93.35
Revlon 3.0 $3.3M 129k 25.19
Crocs (CROX) 2.9 $3.2M 125k 25.98
Rollins (ROL) 2.9 $3.2M 88k 36.11
FactSet Research Systems (FDS) 2.7 $3.0M 15k 200.16
G-III Apparel (GIII) 2.6 $2.8M 102k 27.89
Comtech Telecomm (CMTL) 2.5 $2.7M 112k 24.34
Boston Beer Company (SAM) 2.5 $2.7M 11k 240.83
Forward Air Corporation (FWRD) 2.4 $2.7M 49k 54.85
Callaway Golf Company (MODG) 2.3 $2.6M 168k 15.30
Take-Two Interactive Software (TTWO) 2.3 $2.5M 25k 102.94
Winnebago Industries (WGO) 2.2 $2.4M 101k 24.21
PetMed Express (PETS) 2.2 $2.4M 103k 23.26
Eagle Ban (EGBN) 2.1 $2.3M 47k 48.71
Firstcash 2.0 $2.3M 31k 72.35
WESCO International (WCC) 2.0 $2.2M 46k 47.99
Microsoft Corporation (MSFT) 2.0 $2.2M 22k 101.56
MasTec (MTZ) 2.0 $2.2M 54k 40.55
Plexus (PLXS) 2.0 $2.2M 42k 51.09
John Bean Technologies Corporation (JBT) 1.9 $2.1M 29k 71.82
NuVasive 1.8 $1.9M 39k 49.56
Visa (V) 1.7 $1.9M 15k 131.94
Apple (AAPL) 1.7 $1.9M 12k 157.77
Raven Industries 1.7 $1.8M 51k 36.20
ScanSource (SCSC) 1.6 $1.8M 52k 34.39
Plantronics 1.6 $1.7M 52k 33.10
Nike (NKE) 1.6 $1.7M 23k 74.15
Regal-beloit Corporation (RRX) 1.4 $1.6M 23k 70.04
Euronet Worldwide (EEFT) 1.4 $1.6M 15k 102.38
Cisco Systems (CSCO) 1.4 $1.5M 36k 43.33
Home Depot (HD) 1.3 $1.4M 8.4k 171.77
Citrix Systems 1.2 $1.4M 13k 102.50
Bright Horizons Fam Sol In D (BFAM) 1.2 $1.4M 12k 111.47
Alphabet Inc Class A cs (GOOGL) 1.2 $1.3M 1.3k 1045.28
Verizon Communications (VZ) 1.2 $1.3M 24k 56.21
Rlj Lodging Trust (RLJ) 1.2 $1.3M 81k 16.40
Costco Wholesale Corporation (COST) 1.1 $1.3M 6.1k 203.75
Southwest Airlines (LUV) 1.1 $1.2M 25k 46.46
American Express Company (AXP) 1.0 $1.2M 12k 95.35
Pfizer (PFE) 1.0 $1.1M 25k 43.66
Amgen (AMGN) 1.0 $1.1M 5.6k 194.69
FedEx Corporation (FDX) 1.0 $1.1M 6.6k 161.28
Pepsi (PEP) 0.9 $1.0M 9.5k 110.46
Marathon Petroleum Corp (MPC) 0.9 $997k 17k 59.03
Danaher Corporation (DHR) 0.9 $983k 9.5k 103.14
JPMorgan Chase & Co. (JPM) 0.9 $956k 9.8k 97.61
Eastman Chemical Company (EMN) 0.9 $954k 13k 73.14
Starbucks Corporation (SBUX) 0.9 $961k 15k 64.39
United Technologies Corporation 0.8 $913k 8.6k 106.52
Synaptics, Incorporated (SYNA) 0.8 $838k 23k 37.22
V.F. Corporation (VFC) 0.7 $772k 11k 71.35
Celgene Corporation 0.7 $716k 11k 64.11
Exxon Mobil Corporation (XOM) 0.6 $705k 10k 68.22
Cypress Semiconductor Corporation 0.6 $679k 53k 12.72
Delphi Automotive Inc international (APTV) 0.6 $678k 11k 61.61
Manpower (MAN) 0.6 $661k 10k 64.77
LogMeIn 0.6 $646k 7.9k 81.58
Goldman Sachs (GS) 0.4 $473k 2.8k 167.08
Procter & Gamble Company (PG) 0.3 $287k 3.1k 91.93
Yum! Brands (YUM) 0.2 $273k 3.0k 91.92
Alphabet Inc Class C cs (GOOG) 0.2 $268k 259.00 1034.75
Medtronic (MDT) 0.2 $252k 2.8k 91.11
Akamai Technologies (AKAM) 0.2 $244k 4.0k 61.12
Janus Henderson Group Plc Ord (JHG) 0.2 $240k 12k 20.76
Intel Corporation (INTC) 0.2 $230k 4.9k 46.83