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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 2025-03-31, filed 2025-04-09, with 74 holding rows worth $107,736,639.

Accession
0001085146-25-001934
Filer
CIK 1286295
Filed
2025-04-09
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 74 entries on the cover page, a total value of $107,736,639 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,736,639 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
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW116,822$3,468,445dollars as filed
G III APPAREL GROUP LTD36237H101COM124,887$3,415,656dollars as filed
PLEXUS CORP COM729132100Stock24,925$3,193,641dollars as filed
PATTERSON COS INC703395103COM101,685$3,176,640dollars as filed
BOX INC CL A10316T104Stock102,619$3,166,821dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM25,850$3,110,273dollars as filed
OPPENHEIMER HOLDINGS CL A683797104COMMON STOCK49,394$2,945,362dollars as filed
VIKING THERAPEUTICS INC92686J106COM117,769$2,844,122dollars as filed
CROCS INC COM227046109Stock25,549$2,713,303dollars as filed
WD 40 CO COM929236107Stock10,591$2,584,204dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock68,702$2,483,578dollars as filed
SCANSOURCE INC806037107COM70,577$2,400,324dollars as filed
JBT MAREL CORPORATION477839104COM19,564$2,390,721dollars as filed
GLOBUS MED INC CL A379577208Stock32,524$2,380,756dollars as filed
ENERGIZER HLDGS INC COM29272W109Stock74,809$2,238,284dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM127,597$2,202,324dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM232,814$2,151,204dollars as filed
INSPERITY INC45778Q107COM23,967$2,138,575dollars as filed
HELMERICH & PAYNE INC423452101COM81,762$2,135,624dollars as filed
BRINKS CO109696104COM24,297$2,093,430dollars as filed
UNDER ARMOUR INC904311206CL C341,068$2,029,354dollars as filed
MASTEC INC COM576323109Stock17,060$1,991,072dollars as filed
Netflix, Inc64110L106COM2,105$1,962,975dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM213,697$1,929,684dollars as filed
LIVE OAK BANCSHARES INC53803X105COM71,135$1,896,461dollars as filed
TEREX CORP NEW COM880779103Stock48,514$1,832,860dollars as filed
Apple Inc037833100COM7,921$1,759,492dollars as filed
FAIR ISAAC CORP COM303250104Stock872$1,608,108dollars as filed
SYNAPTICS INC COM87157D109Stock24,716$1,574,903dollars as filed
WESCO INTL INC COM95082P105Stock10,136$1,574,121dollars as filed
VANDA PHARMACEUTICALS INC921659108COM329,822$1,513,883dollars as filed
Microsoft Corp594918104COM4,012$1,506,065dollars as filed
NVIDIA Corp67066G104COM13,726$1,487,624dollars as filed
Visa Inc92826C839COM4,200$1,471,933dollars as filed
AbbVie,Inc.00287Y109COM6,043$1,266,129dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,178$1,264,646dollars as filed
Home Depot, Inc437076102COM3,434$1,258,527dollars as filed
WINNEBAGO INDS INC974637100COM36,304$1,251,036dollars as filed
American Express Company025816109COM4,619$1,242,742dollars as filed
JPMorgan Chase & Co46625H100COM4,807$1,179,156dollars as filed
RELIANCE INC759509102COM3,970$1,146,337dollars as filed
REGAL REXNORD CORPORATION758750103COM9,952$1,133,037dollars as filed
EAGLE BANCORPORATION INC268948106COM53,654$1,126,734dollars as filed
FACTSET RESH SYS INC COM303075105Stock2,349$1,067,949dollars as filed
Costco Wholesale Corporation22160K105COM1,035$978,882dollars as filed
UnitedHealth Group Inc91324P102COM1,840$963,701dollars as filed
Walt Disney Co254687106COM9,491$936,761dollars as filed
Amgen Inc.031162100COM2,747$855,828dollars as filed
ROLLINS INC COM775711104Stock15,554$840,382dollars as filed
PepsiCo,Inc.713448108COM5,502$824,971dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,507$823,259dollars as filed
Procter & Gamble Co742718109COM4,669$795,690dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock41,625$773,393dollars as filed
BOSTON BEER INC CL A100557107Stock3,235$772,646dollars as filed
Intel Corp458140100COM33,338$757,105dollars as filed
HOVNANIAN ENTERPRISES INC442487401CL A NEW6,996$732,551dollars as filed
CALLAWAY GOLF CO131193104COM106,390$701,109dollars as filed
NIKE,Inc. Class B654106103COM9,836$624,389dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock7,564$622,593dollars as filed
Cisco Systems,Inc.17275R102COM9,950$614,014dollars as filed
Eli Lilly and Company532457108COM742$612,825dollars as filed
BLOCK INC CL A852234103Stock10,135$550,634dollars as filed
FORD MTR CO COM345370860Stock54,068$542,302dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock2,616$542,166dollars as filed
Adobe Inc00724F101COM1,404$538,477dollars as filed
UNITED RENTALS INC COM911363109Stock837$524,548dollars as filed
Honeywell Technologies438516106COM1,949$412,701dollars as filed
Starbucks Corporation855244109COM4,154$407,465dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock4,105$330,454dollars as filed
EASTMAN CHEM CO COM277432100Stock3,631$319,928dollars as filed
Pfizer Inc.717081103COM11,595$293,818dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,779$277,932dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock1,643$233,667dollars as filed
Waste Management, Inc.94106L109COM969$224,333dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-001934this filing2025-04-09acceptance time not in the bulk data set