Profit Investment Management, LLC

Most recent update: March 31, 2020

CompanyShares/WarrantsValue ($000)
FactSet Research Systems Inc.14,8533,872
Reliance Infrastructure Ltd.42,1253,690
Boston Beer Company9,1523,364
Rollins87,9363,178
Fair Isaac Corp9,8733,038
PetMed Express102,7252,956
Takeuchi Manufacturing Co., Ltd.24,6542,924
Microsoft Corporation16,9482,673
Forward Air Corporation50,1552,540
InVitae180,0392,461
EPAM Systems13,2292,456
Apple Inc.9,6362,450
GLOBAL HEALTHCARE REIT, INC.46,8732,395
Plexus Corp.42,3192,309
Visa Inc.14,2892,302
John Bean Technologies Corporation28,8762,145
Winnebago Industries74,0072,058
NuVasive38,9611,974
Nike23,0301,906
Citrix Systems13,2201,871
Alphabet Holding Company, Inc.1,5401,789
Crocs103,5041,759
MasTec52,9211,732
Costco Wholesale Corporation6,0121,714
Callaway Golf Company167,4901,712
Amgen Inc.8,4331,710
Home Depot8,3661,562
McCormick & Company11,0201,556
Comtech Telecommunications Corp.112,1341,490
Insperity39,0631,457
Regal Beloit Corporation22,5741,421
REVLON CONSUMER PRODUCTS CORP 129,2971,413
Cisco Systems35,5431,397
ScanSource62,6401,340
Danaher Corporation9,5311,319
Euronet Worldwide15,2081,304
Synaptics Incorporated22,5121,303
Verizon Communications Inc.23,6631,271
Cypress Semiconductor Corporation53,4001,245
Bright Horizons Family Solutions Inc12,1741,242
American Equity Investment Life Holding Company62,3281,172
United States Cellular Corporation4,6671,164
Galp Energia, SA148,4941,143
Pepsico9,0881,091
Vanda Pharmaceuticals Inc.105,2341,090
Ravenquest Biomed Inc.50,9151,081
WESCO International46,3411,059
American Express Company12,0711,033
Starbucks Corporation14,925981
J P Morgan Chase & Co9,794882
Southwest Airlines Company24,158860
RLJ Lodging Trust110,274851
Plantronics80,955814
Pfizer24,940814
Federal Express Corporation6,616802
LogMein7,919659
Exxon Mobil Corporation16,370622
Evolent Health114,239620
Eastman Chemical Company13,044608
V.F. Corporation10,820585
Bristol-Myers Squibb Company10,070561
Aptiv PLC11,005542
ManpowerGroup10,206541
Goldman Sachs Group2,831438
Marathon Petroleum Corporation16,890399
Akamai Technologies3,992365
AT&T Inc.10,388303
Procter & Gamble Company (The)2,722299
Intel Corporation4,911266
Investec Ltd.2,766249
Yum! Brands2,970204
Janus Henderson Group11,560177

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