Profit Investment Management

Profit Investment Management as of March 31, 2019

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 72 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reliance Steel & Aluminum (RS) 3.7 $4.8M 54k 90.26
G-III Apparel (GIII) 3.1 $4.1M 102k 39.96
Fair Isaac Corporation (FICO) 3.0 $3.9M 15k 271.66
Epam Systems (EPAM) 2.9 $3.8M 22k 169.12
FactSet Research Systems (FDS) 2.8 $3.7M 15k 248.30
Rollins (ROL) 2.8 $3.7M 88k 41.62
Insperity (NSP) 2.7 $3.6M 29k 123.66
Boston Beer Company (SAM) 2.5 $3.3M 11k 294.72
Crocs (CROX) 2.5 $3.2M 125k 25.75
Forward Air Corporation (FWRD) 2.4 $3.1M 49k 64.73
Winnebago Industries (WGO) 2.4 $3.1M 101k 31.15
Firstcash 2.1 $2.7M 31k 86.50
Callaway Golf Company (MODG) 2.0 $2.7M 168k 15.93
John Bean Technologies Corporation (JBT) 2.0 $2.7M 29k 91.88
Comtech Telecomm (CMTL) 2.0 $2.6M 112k 23.22
MasTec (MTZ) 2.0 $2.6M 54k 48.10
Plexus (PLXS) 2.0 $2.6M 42k 60.94
Microsoft Corporation (MSFT) 1.9 $2.5M 22k 117.95
Revlon 1.9 $2.5M 129k 19.38
WESCO International (WCC) 1.9 $2.5M 46k 53.02
Plantronics 1.8 $2.4M 52k 46.11
PetMed Express (PETS) 1.8 $2.3M 103k 22.78
Eagle Ban (EGBN) 1.8 $2.4M 47k 50.21
Take-Two Interactive Software (TTWO) 1.8 $2.3M 25k 94.39
Visa (V) 1.7 $2.3M 15k 156.17
Apple (AAPL) 1.7 $2.3M 12k 189.97
NuVasive 1.7 $2.2M 39k 56.80
Euronet Worldwide (EEFT) 1.7 $2.2M 15k 142.62
Invitae (NVTAQ) 1.6 $2.1M 91k 23.42
ScanSource (SCSC) 1.6 $2.1M 58k 35.82
Nike (NKE) 1.5 $2.0M 23k 84.23
Raven Industries 1.5 $2.0M 51k 38.38
Cisco Systems (CSCO) 1.5 $1.9M 36k 53.99
American Equity Investment Life Holding (AEL) 1.4 $1.9M 70k 27.03
Regal-beloit Corporation (RRX) 1.4 $1.8M 23k 81.86
McCormick & Company, Incorporated (MKC) 1.3 $1.7M 11k 150.66
Home Depot (HD) 1.2 $1.6M 8.4k 191.85
Bright Horizons Fam Sol In D (BFAM) 1.2 $1.5M 12k 127.07
Alphabet Inc Class A cs (GOOGL) 1.1 $1.5M 1.3k 1177.21
Costco Wholesale Corporation (COST) 1.1 $1.5M 6.1k 242.18
Rlj Lodging Trust (RLJ) 1.1 $1.4M 81k 17.57
Verizon Communications (VZ) 1.1 $1.4M 24k 59.12
American Express Company (AXP) 1.0 $1.3M 12k 109.27
Citrix Systems 1.0 $1.3M 13k 99.70
Southwest Airlines (LUV) 1.0 $1.3M 25k 51.89
Danaher Corporation (DHR) 1.0 $1.3M 9.5k 131.99
FedEx Corporation (FDX) 0.9 $1.2M 6.6k 181.38
Pepsi (PEP) 0.9 $1.2M 9.5k 122.58
Starbucks Corporation (SBUX) 0.8 $1.1M 15k 74.37
United Technologies Corporation 0.8 $1.1M 8.6k 128.92
Pfizer (PFE) 0.8 $1.1M 25k 42.46
Amgen (AMGN) 0.8 $1.1M 5.6k 190.06
Celgene Corporation 0.8 $1.1M 11k 94.38
Marathon Petroleum Corp (MPC) 0.8 $1.0M 17k 59.86
JPMorgan Chase & Co. (JPM) 0.8 $991k 9.8k 101.18
Eastman Chemical Company (EMN) 0.8 $990k 13k 75.90
V.F. Corporation (VFC) 0.7 $940k 11k 86.88
Synaptics, Incorporated (SYNA) 0.7 $895k 23k 39.76
Delphi Automotive Inc international (APTV) 0.7 $875k 11k 79.51
Exxon Mobil Corporation (XOM) 0.6 $835k 10k 80.80
Manpower (MAN) 0.6 $844k 10k 82.70
Cypress Semiconductor Corporation 0.6 $797k 53k 14.93
LogMeIn 0.5 $634k 7.9k 80.06
Goldman Sachs (GS) 0.4 $544k 2.8k 192.16
Procter & Gamble Company (PG) 0.2 $325k 3.1k 104.10
Yum! Brands (YUM) 0.2 $296k 3.0k 99.66
Alphabet Inc Class C cs (GOOG) 0.2 $304k 259.00 1173.75
Akamai Technologies (AKAM) 0.2 $286k 4.0k 71.64
Janus Henderson Group Plc Ord (JHG) 0.2 $289k 12k 25.00
Intel Corporation (INTC) 0.2 $264k 4.9k 53.76
Medtronic (MDT) 0.2 $252k 2.8k 91.11
United Parcel Service (UPS) 0.2 $226k 2.0k 111.66