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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 2025-06-30, filed 2025-07-11, with 74 holding rows worth $110,868,971.

Accession
0001085146-25-003743
Filer
CIK 1286295
Filed
2025-07-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 74 entries on the cover page, a total value of $110,868,971 stated on the cover page (in dollars after the unit check, H1), rows summing to $110,868,971 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 NEW109,838$5,101,975dollars as filed
BOX INC CL A10316T104Stock101,866$3,480,761dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM173,788$3,395,821dollars as filed
PLEXUS CORP COM729132100Stock24,925$3,372,602dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM24,780$3,348,770dollars as filed
OPPENHEIMER HOLDINGS CL A683797104COMMON STOCK49,394$3,248,644dollars as filed
VIKING THERAPEUTICS INC92686J106COM116,852$3,096,576dollars as filed
SCANSOURCE INC806037107COM70,577$2,950,825dollars as filed
MASTEC INC COM576323109Stock17,060$2,907,535dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock72,261$2,806,618dollars as filed
WD 40 CO COM929236107Stock10,591$2,415,702dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM232,814$2,414,283dollars as filed
TEREX CORP NEW COM880779103Stock51,608$2,409,579dollars as filed
JBT MAREL CORPORATION477839104COM19,564$2,352,767dollars as filed
G III APPAREL GROUP LTD36237H101COM100,965$2,261,616dollars as filed
CROCS INC COM227046109Stock22,326$2,261,178dollars as filed
UNDER ARMOUR INC904311206CL C341,068$2,213,530dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM234,467$2,171,165dollars as filed
Netflix, Inc64110L106COM1,620$2,169,390dollars as filed
BRINKS CO109696104COM23,920$2,135,816dollars as filed
LIVE OAK BANCSHARES INC53803X105COM71,135$2,119,822dollars as filed
NVIDIA Corp67066G104COM13,309$2,102,689dollars as filed
Microsoft Corp594918104COM3,898$1,938,904dollars as filed
GLOBUS MED INC CL A379577208Stock32,227$1,902,036dollars as filed
WESCO INTL INC COM95082P105Stock10,136$1,877,186dollars as filed
SYNAPTICS INC COM87157D109Stock24,716$1,602,091dollars as filed
FAIR ISAAC CORP COM303250104Stock872$1,593,981dollars as filed
Apple Inc037833100COM7,700$1,579,809dollars as filed
VANDA PHARMACEUTICALS INC921659108COM329,822$1,556,760dollars as filed
OLYMPIC STEEL INC COM68162K106Stock47,623$1,552,033dollars as filed
ENERGIZER HLDGS INC COM29272W109Stock74,809$1,508,149dollars as filed
INVESTORS TITLE CO461804106COMMON STOCK6,936$1,465,577dollars as filed
REGAL REXNORD CORPORATION758750103COM9,952$1,442,643dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,178$1,441,209dollars as filed
INSPERITY INC45778Q107COM23,967$1,440,895dollars as filed
American Express Company025816109COM4,517$1,440,832dollars as filed
JPMorgan Chase & Co46625H100COM4,623$1,340,254dollars as filed
APOGEE ENTERPRISES INC037598109COM31,388$1,274,354dollars as filed
Visa Inc92826C839COM3,550$1,260,427dollars as filed
HELMERICH & PAYNE INC423452101COM81,762$1,239,513dollars as filed
Home Depot, Inc437076102COM3,313$1,214,680dollars as filed
Walt Disney Co254687106COM9,156$1,135,435dollars as filed
AbbVie,Inc.00287Y109COM6,043$1,121,703dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,507$1,066,578dollars as filed
FACTSET RESH SYS INC COM303075105Stock2,349$1,050,660dollars as filed
RELIANCE INC759509102COM3,344$1,049,682dollars as filed
Costco Wholesale Corporation22160K105COM1,035$1,024,588dollars as filed
ROLLINS INC COM775711104Stock15,554$877,557dollars as filed
CALLAWAY GOLF CO131193104COM106,390$856,440dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock40,928$757,987dollars as filed
HOVNANIAN ENTERPRISES INC442487401CL A NEW6,996$731,432dollars as filed
Amgen Inc.031162100COM2,585$721,757dollars as filed
Intel Corp458140100COM31,984$716,444dollars as filed
WINNEBAGO INDS INC974637100COM24,604$713,516dollars as filed
Procter & Gamble Co742718109COM4,435$706,584dollars as filed
PepsiCo,Inc.713448108COM5,272$696,116dollars as filed
Cisco Systems,Inc.17275R102COM9,950$690,331dollars as filed
NIKE,Inc. Class B654106103COM9,446$671,043dollars as filed
BLOCK INC CL A852234103Stock9,665$656,544dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock2,616$635,296dollars as filed
UNITED RENTALS INC COM911363109Stock802$604,227dollars as filed
EAGLE BANCORPORATION INC268948106COM30,275$589,757dollars as filed
FORD MTR CO COM345370860Stock54,068$586,638dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock7,564$573,503dollars as filed
UnitedHealth Group Inc91324P102COM1,790$558,426dollars as filed
Honeywell Technologies438516106COM1,949$453,883dollars as filed
Starbucks Corporation855244109COM4,154$380,631dollars as filed
AKAMAI TECHNOLOGIES INC COM00971T101Stock4,105$327,414dollars as filed
Pfizer Inc.717081103COM11,595$281,063dollars as filed
EASTMAN CHEM CO COM277432100Stock3,631$271,091dollars as filed
BOSTON BEER INC CL A100557107Stock1,378$262,937dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,453$257,748dollars as filed
Waste Management, Inc.94106L109COM969$221,727dollars as filed
Adobe Inc00724F101COM546$211,236dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-003743this filing2025-07-11acceptance time not in the bulk data set