Profit Investment Management

Profit Investment Management as of Dec. 31, 2019

Portfolio Holdings for Profit Investment Management

Profit Investment Management holds 75 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reliance Steel & Aluminum (RS) 3.4 $5.0M 42k 119.76
G-III Apparel (GIII) 3.3 $5.0M 149k 33.50
Crocs (CROX) 2.9 $4.3M 104k 41.89
Fair Isaac Corporation (FICO) 2.9 $4.3M 12k 374.68
FactSet Research Systems (FDS) 2.7 $4.0M 15k 268.30
Comtech Telecomm (CMTL) 2.7 $4.0M 112k 35.49
Winnebago Industries (WGO) 2.6 $3.9M 74k 52.98
Global Blood Therapeutics In 2.5 $3.7M 47k 79.49
Callaway Golf Company (MODG) 2.4 $3.6M 168k 21.20
Forward Air Corporation (FWRD) 2.4 $3.5M 50k 69.94
Boston Beer Company (SAM) 2.3 $3.5M 9.2k 377.84
MasTec (MTZ) 2.3 $3.4M 53k 64.15
John Bean Technologies Corporation (JBT) 2.2 $3.3M 29k 112.65
Plexus (PLXS) 2.2 $3.3M 42k 76.94
Take-Two Interactive Software (TTWO) 2.0 $3.0M 25k 122.41
NuVasive 2.0 $3.0M 39k 77.33
Invitae (NVTAQ) 2.0 $3.0M 184k 16.13
Rollins (ROL) 1.9 $2.9M 88k 33.16
Apple (AAPL) 1.9 $2.9M 9.9k 293.69
Microsoft Corporation (MSFT) 1.9 $2.9M 18k 157.72
Epam Systems (EPAM) 1.9 $2.8M 13k 212.19
Revlon 1.9 $2.8M 129k 21.42
WESCO International (WCC) 1.8 $2.8M 46k 59.39
Visa (V) 1.8 $2.7M 14k 187.91
Firstcash 1.7 $2.5M 31k 80.64
Insperity (NSP) 1.7 $2.5M 29k 86.06
PetMed Express (PETS) 1.6 $2.4M 103k 23.52
Euronet Worldwide (EEFT) 1.6 $2.4M 15k 157.55
Nike (NKE) 1.6 $2.3M 23k 101.30
ScanSource (SCSC) 1.6 $2.3M 63k 36.96
Plantronics 1.5 $2.2M 81k 27.34
Rlj Lodging Trust (RLJ) 1.3 $2.0M 110k 17.72
Regal-beloit Corporation (RRX) 1.3 $1.9M 23k 85.63
American Equity Investment Life Holding (AEL) 1.2 $1.9M 62k 29.92
McCormick & Company, Incorporated (MKC) 1.2 $1.9M 11k 169.69
Bright Horizons Fam Sol In D (BFAM) 1.2 $1.8M 12k 150.32
Home Depot (HD) 1.2 $1.8M 8.4k 218.38
Costco Wholesale Corporation (COST) 1.2 $1.8M 6.0k 293.91
Raven Industries 1.2 $1.8M 51k 34.47
Alphabet Inc Class A cs (GOOGL) 1.1 $1.7M 1.3k 1339.58
Cisco Systems (CSCO) 1.1 $1.7M 36k 47.97
American Express Company (AXP) 1.0 $1.5M 12k 124.51
Synaptics, Incorporated (SYNA) 1.0 $1.5M 23k 65.79
Citrix Systems 1.0 $1.5M 13k 110.89
Danaher Corporation (DHR) 1.0 $1.5M 9.5k 153.50
Verizon Communications (VZ) 1.0 $1.5M 24k 61.40
UnitedHealth (UNH) 0.9 $1.4M 4.7k 293.98
JPMorgan Chase & Co. (JPM) 0.9 $1.4M 9.8k 139.37
Amgen (AMGN) 0.9 $1.4M 5.6k 241.00
Starbucks Corporation (SBUX) 0.9 $1.3M 15k 87.91
Southwest Airlines (LUV) 0.9 $1.3M 24k 53.98
Pepsi (PEP) 0.8 $1.2M 9.1k 136.66
Cypress Semiconductor Corporation 0.8 $1.2M 53k 23.33
United Technologies Corporation 0.8 $1.2M 8.2k 149.80
Exxon Mobil Corporation (XOM) 0.8 $1.1M 16k 69.76
V.F. Corporation (VFC) 0.7 $1.1M 11k 99.63
Delphi Automotive Inc international (APTV) 0.7 $1.0M 11k 94.96
Eastman Chemical Company (EMN) 0.7 $1.0M 13k 79.27
Marathon Petroleum Corp (MPC) 0.7 $1.0M 17k 60.27
FedEx Corporation (FDX) 0.7 $1.0M 6.6k 151.15
Manpower (MAN) 0.7 $991k 10k 97.10
Pfizer (PFE) 0.7 $977k 25k 39.17
LogMeIn 0.5 $679k 7.9k 85.74
Goldman Sachs (GS) 0.4 $651k 2.8k 229.95
Bristol Myers Squibb (BMY) 0.4 $646k 10k 64.15
Akamai Technologies (AKAM) 0.2 $345k 4.0k 86.42
Procter & Gamble Company (PG) 0.2 $340k 2.7k 124.91
Alphabet Inc Class C cs (GOOG) 0.2 $346k 259.00 1335.91
Medtronic (MDT) 0.2 $314k 2.8k 113.52
Intel Corporation (INTC) 0.2 $294k 4.9k 59.87
Yum! Brands (YUM) 0.2 $299k 3.0k 100.67
Janus Henderson Group Plc Ord (JHG) 0.2 $283k 12k 24.48
United Parcel Service (UPS) 0.2 $237k 2.0k 117.09
Cooper Companies 0.1 $206k 641.00 321.37
Target Corporation (TGT) 0.1 $211k 1.6k 128.50