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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 2025-09-30, filed 2025-10-14, with 69 holding rows worth $79,527,362.

Accession
0001085146-25-005928
Filer
CIK 1286295
Filed
2025-10-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 69 entries on the cover page, a total value of $79,527,362 stated on the cover page (in dollars after the unit check, H1), rows summing to $79,527,362 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 NEW40,536$3,703,774dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM16,257$2,575,434dollars as filed
OPPENHEIMER HOLDINGS CL A683797104COMMON STOCK33,778$2,496,532dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM148,942$2,424,776dollars as filed
PLEXUS CORP COM729132100Stock16,708$2,417,481dollars as filed
ENVISTA HOLDINGS CORPORATION29415F104COM117,942$2,402,479dollars as filed
SCANSOURCE INC806037107COM53,495$2,353,245dollars as filed
BOX INC CL A10316T104Stock68,958$2,225,274dollars as filed
JANUS HENDERSON GROUP PLC ORD SHSG4474Y214Stock46,429$2,066,555dollars as filed
JBT MAREL CORPORATION477839104COM14,466$2,031,751dollars as filed
VIKING THERAPEUTICS INC92686J106COM76,554$2,011,839dollars as filed
BRINKS CO109696104COM15,923$1,860,761dollars as filed
G III APPAREL GROUP LTD36237H101COM69,544$1,850,565dollars as filed
MASTEC INC COM576323109Stock8,330$1,772,707dollars as filed
LIVE OAK BANCSHARES INC53803X105COM48,274$1,700,210dollars as filed
TEREX CORP NEW COM880779103Stock32,928$1,689,207dollars as filed
WD 40 CO COM929236107Stock7,241$1,430,822dollars as filed
WESCO INTL INC COM95082P105Stock6,607$1,397,381dollars as filed
NVIDIA Corp67066G104COM7,236$1,350,093dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,500$1,337,050dollars as filed
ENERGIZER HLDGS INC COM29272W109Stock52,639$1,310,183dollars as filed
Apple Inc037833100COM5,014$1,276,715dollars as filed
CROCS INC COM227046109Stock15,200$1,269,961dollars as filed
INVESTORS TITLE CO461804106COMMON STOCK4,516$1,209,520dollars as filed
Microsoft Corp594918104COM2,327$1,205,269dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,507$1,200,099dollars as filed
Netflix, Inc64110L106COM982$1,177,340dollars as filed
American Express Company025816109COM3,541$1,176,178dollars as filed
GOODYEAR TIRE & RUBBER CO382550101COM154,997$1,159,377dollars as filed
SYNAPTICS INC COM87157D109Stock16,642$1,137,315dollars as filed
HELMERICH & PAYNE INC423452101COM51,063$1,127,982dollars as filed
VICTORIAS SECRET AND CO COMMON STOCK926400102Stock40,928$1,110,786dollars as filed
GLOBUS MED INC CL A379577208Stock18,987$1,087,385dollars as filed
REGAL REXNORD CORPORATION758750103COM7,390$1,060,021dollars as filed
OLYMPIC STEEL INC COM68162K106Stock34,799$1,059,629dollars as filed
AbbVie,Inc.00287Y109COM4,320$1,000,253dollars as filed
Costco Wholesale Corporation22160K105COM1,035$958,027dollars as filed
Intel Corp458140100COM28,076$941,951dollars as filed
JPMorgan Chase & Co46625H100COM2,984$941,243dollars as filed
VANDA PHARMACEUTICALS INC921659108COM186,400$930,134dollars as filed
HOVNANIAN ENTERPRISES INC442487401CL A NEW6,996$898,915dollars as filed
INSPERITY INC45778Q107COM17,233$847,863dollars as filed
WINNEBAGO INDS INC974637100COM24,604$822,758dollars as filed
Home Depot, Inc437076102COM2,016$816,864dollars as filed
ROLLINS INC COM775711104Stock13,857$813,960dollars as filed
Visa Inc92826C839COM2,330$795,415dollars as filed
APOGEE ENTERPRISES INC037598109COM17,696$771,015dollars as filed
UNITED RENTALS INC COM911363109Stock802$765,637dollars as filed
UNDER ARMOUR INC904311206CL C150,252$725,717dollars as filed
RELIANCE INC759509102COM2,546$714,994dollars as filed
CALLAWAY GOLF CO131193104COM71,986$683,867dollars as filed
Cisco Systems,Inc.17275R102COM9,950$680,779dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock2,616$675,870dollars as filed
Walt Disney Co254687106COM5,542$634,558dollars as filed
UnitedHealth Group Inc91324P102COM1,405$485,146dollars as filed
Amgen Inc.031162100COM1,708$481,996dollars as filed
FACTSET RESH SYS INC COM303075105Stock1,580$452,654dollars as filed
FAIR ISAAC CORP COM303250104Stock292$436,986dollars as filed
Procter & Gamble Co742718109COM2,720$417,927dollars as filed
FORD MTR CO COM345370860Stock34,771$415,861dollars as filed
BLOCK INC CL A852234103Stock4,889$353,328dollars as filed
Starbucks Corporation855244109COM4,154$351,428dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock5,010$335,219dollars as filed
PepsiCo,Inc.713448108COM2,300$323,013dollars as filed
NIKE,Inc. Class B654106103COM4,515$314,832dollars as filed
Pfizer Inc.717081103COM11,595$295,441dollars as filed
BOSTON BEER INC CL A100557107Stock1,378$291,337dollars as filed
EAGLE BANCORPORATION INC268948106COM12,747$257,744dollars as filed
EASTMAN CHEM CO COM277432100Stock3,631$228,934dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-005928this filing2025-10-14acceptance time not in the bulk data set