Profit Investment Management

Profit Investment Management as of June 30, 2019

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 73 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reliance Steel & Aluminum (RS) 3.7 $5.1M 54k 94.62
Boston Beer Company (SAM) 3.1 $4.3M 11k 377.73
FactSet Research Systems (FDS) 3.1 $4.3M 15k 286.54
Winnebago Industries (WGO) 2.9 $3.9M 101k 38.65
Epam Systems (EPAM) 2.8 $3.9M 22k 173.10
Fair Isaac Corporation (FICO) 2.7 $3.6M 12k 314.05
Insperity (NSP) 2.6 $3.5M 29k 122.15
John Bean Technologies Corporation (JBT) 2.6 $3.5M 29k 121.14
G-III Apparel (GIII) 2.4 $3.3M 113k 29.42
Rollins (ROL) 2.3 $3.2M 88k 35.87
Comtech Telecomm (CMTL) 2.3 $3.2M 112k 28.11
Firstcash 2.3 $3.1M 31k 100.02
Forward Air Corporation (FWRD) 2.2 $3.0M 50k 59.16
Invitae (NVTAQ) 2.2 $2.9M 125k 23.50
Callaway Golf Company (MODG) 2.1 $2.9M 168k 17.16
Take-Two Interactive Software (TTWO) 2.1 $2.8M 25k 113.53
MasTec (MTZ) 2.0 $2.8M 54k 51.54
Microsoft Corporation (MSFT) 1.9 $2.6M 19k 133.94
Euronet Worldwide (EEFT) 1.9 $2.6M 15k 168.27
Eagle Ban (EGBN) 1.9 $2.5M 47k 54.14
Revlon 1.8 $2.5M 129k 19.33
Visa (V) 1.8 $2.5M 14k 173.56
Crocs (CROX) 1.8 $2.5M 125k 19.75
Plexus (PLXS) 1.8 $2.5M 42k 58.37
Apple (AAPL) 1.7 $2.3M 12k 197.89
WESCO International (WCC) 1.7 $2.3M 46k 50.65
NuVasive 1.7 $2.3M 39k 58.55
Rlj Lodging Trust (RLJ) 1.4 $2.0M 110k 17.74
Cisco Systems (CSCO) 1.4 $1.9M 36k 54.72
Plantronics 1.4 $1.9M 52k 37.03
Nike (NKE) 1.4 $1.9M 23k 83.93
ScanSource (SCSC) 1.4 $1.9M 58k 32.56
American Equity Investment Life Holding 1.4 $1.9M 70k 27.16
Regal-beloit Corporation (RRX) 1.4 $1.8M 23k 81.73
Raven Industries 1.4 $1.8M 51k 35.88
Bright Horizons Fam Sol In D (BFAM) 1.4 $1.8M 12k 150.90
Home Depot (HD) 1.3 $1.7M 8.4k 207.98
McCormick & Company, Incorporated (MKC) 1.3 $1.7M 11k 154.99
PetMed Express (PETS) 1.2 $1.6M 103k 15.67
Costco Wholesale Corporation (COST) 1.2 $1.6M 6.0k 264.30
American Express Company (AXP) 1.1 $1.5M 12k 123.44
Alphabet Inc Class A cs (GOOGL) 1.0 $1.4M 1.3k 1082.75
Verizon Communications (VZ) 1.0 $1.4M 24k 57.14
Danaher Corporation (DHR) 1.0 $1.4M 9.5k 142.90
Citrix Systems 1.0 $1.3M 13k 98.11
Exxon Mobil Corporation (XOM) 0.9 $1.3M 16k 76.60
Starbucks Corporation (SBUX) 0.9 $1.3M 15k 83.82
Southwest Airlines (LUV) 0.9 $1.2M 24k 50.79
Pepsi (PEP) 0.9 $1.2M 9.1k 131.16
Cypress Semiconductor Corporation 0.9 $1.2M 53k 22.25
JPMorgan Chase & Co. (JPM) 0.8 $1.1M 9.8k 111.80
FedEx Corporation (FDX) 0.8 $1.1M 6.6k 164.15
Pfizer (PFE) 0.8 $1.1M 25k 43.30
United Technologies Corporation 0.8 $1.1M 8.2k 130.22
Amgen (AMGN) 0.8 $1.0M 5.6k 184.36
Celgene Corporation 0.8 $1.0M 11k 92.41
Eastman Chemical Company (EMN) 0.8 $1.0M 13k 77.81
Manpower (MAN) 0.7 $986k 10k 96.61
V.F. Corporation (VFC) 0.7 $945k 11k 87.34
Marathon Petroleum Corp (MPC) 0.7 $944k 17k 55.89
Delphi Automotive Inc international (APTV) 0.7 $890k 11k 80.87
Synaptics, Incorporated (SYNA) 0.5 $656k 23k 29.14
Goldman Sachs (GS) 0.4 $579k 2.8k 204.52
LogMeIn 0.4 $583k 7.9k 73.62
Akamai Technologies (AKAM) 0.2 $320k 4.0k 80.16
Yum! Brands (YUM) 0.2 $329k 3.0k 110.77
Procter & Gamble Company (PG) 0.2 $298k 2.7k 109.48
Alphabet Inc Class C cs (GOOG) 0.2 $280k 259.00 1081.08
Medtronic (MDT) 0.2 $269k 2.8k 97.25
Janus Henderson Group Plc Ord (JHG) 0.2 $247k 12k 21.37
Intel Corporation (INTC) 0.2 $235k 4.9k 47.85
Cooper Companies 0.2 $216k 641.00 336.97
United Parcel Service (UPS) 0.1 $209k 2.0k 103.26