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Disclosery

13F-HR filed by Profit Investment Management, LLC

Profit Investment Management, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-15, with 78 holding rows worth $124,640,869.

Accession
0001085146-25-000193
Filer
CIK 1286295
Filed
2025-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 78 entries on the cover page, a total value of $124,640,869 stated on the cover page (in dollars after the unit check, H1), rows summing to $124,640,869 with VALUE read as dollars as filed, 13F file number 028-10871. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
G III APPAREL GROUP LTD36237H101COM124,887$4,073,815dollars as filed
PLEXUS CORP COM729132100Stock25,845$4,044,226dollars as filed
SCANSOURCE INC806037107COM70,577$3,348,878dollars as filed
OPPENHEIMER HOLDINGS CL A683797104COMMON STOCK49,394$3,165,661dollars as filed
BOX INC CL A10316T104Stock100,008$3,160,254dollars as filed
PATTERSON COS INC703395103COM101,685$3,137,999dollars as filed
VIKING THERAPEUTICS INC92686J106COM73,714$2,966,253dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock68,702$2,921,896dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW109,751$2,895,230dollars as filed
CROCS INC COM227046109Stock26,184$2,867,935dollars as filed
LIVE OAK BANCSHARES INC53803X105COM71,135$2,813,387dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM25,850$2,678,061dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock63,357$2,624,246dollars as filed
UNDER ARMOUR INC904311206CL C341,068$2,544,368dollars as filed
GLOBUS MED INC CL A379577208Stock30,073$2,487,339dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM127,597$2,461,347dollars as filed
ENERGIZER HLDGS INC COM29272W109Stock70,460$2,458,347dollars as filed
MASTEC INC COM576323109Stock18,037$2,455,557dollars as filed
HELMERICH & PAYNE INC423452101COM76,461$2,448,278dollars as filed
WD 40 CO COM929236107Stock10,006$2,428,255dollars as filed
Tesla Motors, Inc88160R101COM5,706$2,304,310dollars as filed
Netflix, Inc64110L106COM2,583$2,302,280dollars as filed
BRINKS CO109696104COM24,648$2,286,595dollars as filed
TEREX CORP NEW COM880779103Stock48,514$2,242,316dollars as filed
Apple Inc037833100COM8,791$2,201,442dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM232,814$2,095,326dollars as filed
NVIDIA Corp67066G104COM15,208$2,042,281dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM194,209$2,029,484dollars as filed
Microsoft Corp594918104COM4,483$1,889,586dollars as filed
SYNAPTICS INC COM87157D109Stock24,716$1,886,325dollars as filed
INSPERITY INC45778Q107COM23,967$1,857,683dollars as filed
WESCO INTL INC COM95082P105Stock10,136$1,834,211dollars as filed
FAIR ISAAC CORP COM303250104Stock872$1,736,092dollars as filed
WINNEBAGO INDS INC974637100COM36,304$1,734,607dollars as filed
Visa Inc92826C839COM5,030$1,589,681dollars as filed
VANDA PHARMACEUTICALS INC921659108COM329,822$1,579,849dollars as filed
EAGLE BANCORPORATION INC268948106COM60,555$1,576,247dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,178$1,548,095dollars as filed
REGAL REXNORD CORPORATION758750103COM9,952$1,543,854dollars as filed
American Express Company025816109COM5,142$1,526,095dollars as filed
Home Depot, Inc437076102COM3,884$1,510,839dollars as filed
BOSTON BEER INC CL A100557107Stock4,848$1,454,303dollars as filed
JPMorgan Chase & Co46625H100COM6,022$1,443,534dollars as filed
HOVNANIAN ENTERPRISES INC442487401CL A NEW10,109$1,352,787dollars as filed
Walt Disney Co254687106COM11,122$1,238,435dollars as filed
CALLAWAY GOLF CO131193104COM150,170$1,180,338dollars as filed
FACTSET RESH SYS INC COM303075105Stock2,349$1,128,177dollars as filed
AbbVie,Inc.00287Y109COM6,243$1,109,381dollars as filed
RELIANCE INC759509102COM3,970$1,068,961dollars as filed
BLOCK INC CL A852234103Stock11,796$1,002,542dollars as filed
UnitedHealth Group Inc91324P102COM1,974$998,567dollars as filed
Costco Wholesale Corporation22160K105COM1,035$948,340dollars as filed
Procter & Gamble Co742718109COM5,581$935,654dollars as filed
PepsiCo,Inc.713448108COM5,752$874,648dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,507$862,938dollars as filed
Amgen Inc.031162100COM3,270$852,293dollars as filed
NIKE,Inc. Class B654106103COM10,989$831,537dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock9,643$735,183dollars as filed
ROLLINS INC COM775711104Stock15,554$720,928dollars as filed
Intel Corp458140100COM33,919$680,076dollars as filed
FORD MTR CO COM345370860Stock63,782$631,442dollars as filed
Adobe Inc00724F101COM1,404$624,330dollars as filed
Cisco Systems,Inc.17275R102COM9,950$589,040dollars as filed
Eli Lilly and Company532457108COM742$572,824dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock5,938$567,971dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,968$565,226dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock2,616$481,554dollars as filed
United Parcel Service,Inc. Class B911312106COM3,756$473,630dollars as filed
TARGET CORP COM87612E106Stock3,260$440,686dollars as filed
Honeywell Technologies438516106COM1,949$440,259dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock3,146$412,252dollars as filed
Starbucks Corporation855244109COM4,154$379,053dollars as filed
EASTMAN CHEM CO COM277432100Stock3,631$331,583dollars as filed
COOPER COS INC216648501COM3,408$313,297dollars as filed
Pfizer Inc.717081103COM11,595$307,615dollars as filed
MODERNA INC60770K107COM6,786$282,162dollars as filed
HCA Healthcare Inc40412C101COM934$280,340dollars as filed
Medtronic PlcG5960L103COM2,885$230,453dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-000193this filing2025-01-15acceptance time not in the bulk data set