0001085146-24-001726.txt : 20240411 0001085146-24-001726.hdr.sgml : 20240411 20240411101128 ACCESSION NUMBER: 0001085146-24-001726 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Profit Investment Management, LLC CENTRAL INDEX KEY: 0001286295 ORGANIZATION NAME: IRS NUMBER: 522145382 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10871 FILM NUMBER: 24837391 BUSINESS ADDRESS: STREET 1: 11710 OLD GEORGETOWN ROAD STREET 2: SUITE 1 CITY: NORTH BETHESDA STATE: MD ZIP: 20852 BUSINESS PHONE: 301-650-0059 MAIL ADDRESS: STREET 1: 11710 OLD GEORGETOWN ROAD STREET 2: SUITE 1 CITY: NORTH BETHESDA STATE: MD ZIP: 20852 FORMER COMPANY: FORMER CONFORMED NAME: INVESTOR RESOURCES GROUP LLC DATE OF NAME CHANGE: 20040406 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001286295 XXXXXXXX 03-31-2024 03-31-2024 false Profit Investment Management, LLC

11710 OLD GEORGETOWN ROAD SUITE 1 NORTH BETHESDA MD 20852

13F HOLDINGS REPORT 028-10871 N Gery Sadzewicz 815-286-4029 /s/ Gery Sadzewicz Rockville MD 04-11-2024 0 78 177034499 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 1221527 6708 SH SOLE 6708 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 BBG001S7YHX0 578386 5318 SH SOLE 5318 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1141936 7566 SH SOLE 7566 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 749422 4922 SH SOLE 4922 0 0 AMERICAN EQTY INVT LIFE HLD COM 025676206 BBG001S5T012 4247646 75554 SH SOLE 44255 0 31299 AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 1292597 5677 SH SOLE 5677 0 0 AMGEN INC COM 031162100 BBG001S5NNL6 957875 3369 SH SOLE 3369 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1592535 9287 SH SOLE 9287 0 0 APTIV PLC SHS G6095L109 BBG001TRL2T7 244127 3065 SH SOLE 3065 0 0 BLOCK INC CL A 852234103 BBG001TFLWL5 715123 8455 SH SOLE 8455 0 0 BOSTON BEER INC CL A 100557107 BBG001S5VVQ4 3564454 11709 SH SOLE 5570 0 6139 CISCO SYS INC COM 17275R102 BBG001S6HC62 496604 9950 SH SOLE 9950 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 959745 1310 SH SOLE 1310 0 0 CROCS INC COM 227046109 BBG001SDGFR8 6939932 48261 SH SOLE 22934 0 25327 DISNEY WALT CO COM 254687106 BBG001S5QHF3 1129138 9228 SH SOLE 9228 0 0 EAGLE BANCORP INC MD COM 268948106 BBG001SBX1Z5 1683671 71676 SH SOLE 71676 0 0 EASTMAN CHEM CO COM 277432100 BBG001S7JNP3 363899 3631 SH SOLE 3631 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 BBG00LN4B6D9 2861092 133821 SH SOLE 61240 0 72581 EPAM SYS INC COM 29414B104 BBG001SKDJH8 1577425 5712 SH SOLE 5712 0 0 FACTSET RESH SYS INC COM 303075105 BBG001S5XRL6 913324 2010 SH SOLE 2010 0 0 FAIR ISAAC CORP COM 303250104 BBG001S8ZT61 4907218 3927 SH SOLE 2076 0 1851 FEDEX CORP COM 31428X106 BBG001S5R3M5 487923 1684 SH SOLE 1684 0 0 FIRSTCASH HOLDINGS INC COM 33768G107 BBG0145KL756 5692240 44631 SH SOLE 24192 0 20439 FORD MTR CO DEL COM 345370860 BBG001S5TZ33 884490 66603 SH SOLE 66603 0 0 FORWARD AIR CORP COM 349853101 BBG001SC0FW1 1317228 42341 SH SOLE 20695 0 21646 G III APPAREL GROUP LTD COM 36237H101 BBG001S6F0Z8 5715840 197030 SH SOLE 120312 0 76718 GLOBUS MED INC CL A 379577208 BBG002V87T57 1354197 25246 SH SOLE 25246 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 BBG001SC07Z6 629458 1507 SH SOLE 1507 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 BBG001S5RQ62 2437501 177531 SH SOLE 93597 0 83934 HCA HEALTHCARE INC COM 40412C101 BBG001T8NTY2 520973 1562 SH SOLE 1562 0 0 HELMERICH & PAYNE INC COM 423452101 BBG001S5RZP1 3356052 79792 SH SOLE 39947 0 39845 HOME DEPOT INC COM 437076102 BBG001S5RTW7 1468421 3828 SH SOLE 3828 0 0 INSPERITY INC COM 45778Q107 BBG001S894P4 3917570 35741 SH SOLE 19258 0 16483 INTEL CORP COM 458140100 BBG001S5SF65 1313794 29744 SH SOLE 29744 0 0 JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 BBG00GSNPMQ9 3701111 112530 SH SOLE 52186 0 60344 JOHN BEAN TECHNOLOGIES CORP COM 477839104 BBG001SQLKR2 2997127 28574 SH SOLE 14220 0 14354 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 1267299 6327 SH SOLE 6327 0 0 KIMBERLY-CLARK CORP COM 494368103 BBG001S5SLZ0 434617 3360 SH SOLE 3360 0 0 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 BBG001SD5VL1 2362638 128544 SH SOLE 62562 0 65982 LIVE OAK BANCSHARES INC COM 53803X105 BBG001T4RVG2 5348399 128846 SH SOLE 66238 0 62608 MASTEC INC COM 576323109 BBG001S95HF8 4000145 42897 SH SOLE 20568 0 22329 MCCORMICK & CO INC COM NON VTG 579780206 BBG001S79S19 787993 10259 SH SOLE 10259 0 0 MEDTRONIC PLC SHS G5960L103 BBG001S5T2S9 276877 3177 SH SOLE 3177 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 1987901 4725 SH SOLE 4725 0 0 MODERNA INC COM 60770K107 BBG003PHHZV8 732494 6874 SH SOLE 6874 0 0 NETFLIX INC COM 64110L106 BBG001SF6L46 1883937 3102 SH SOLE 3102 0 0 NIKE INC CL B 654106103 BBG001S6NTK2 896474 9539 SH SOLE 9539 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2908560 3219 SH SOLE 3219 0 0 OPPENHEIMER HLDGS INC CL A NON VTG 683797104 BBG001S77PP1 3015476 75538 SH SOLE 36415 0 39123 PATTERSON COS INC COM 703395103 BBG001S5V2S6 4271206 154474 SH SOLE 78106 0 76368 PEPSICO INC COM 713448108 BBG001S695T1 758319 4333 SH SOLE 4333 0 0 PETMED EXPRESS INC COM 716382106 BBG001S6TKF1 461105 96264 SH SOLE 96264 0 0 PFIZER INC COM 717081103 BBG001S5V466 321761 11595 SH SOLE 11595 0 0 PLEXUS CORP COM 729132100 BBG001S5V812 4384191 46237 SH SOLE 22013 0 24224 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 997514 6148 SH SOLE 6148 0 0 REGAL REXNORD CORPORATION COM 758750103 BBG001S5VL68 4423617 24562 SH SOLE 12458 0 12104 RELIANCE INC COM 759509102 BBG001S81M27 6947269 20789 SH SOLE 12060 0 8729 ROLLINS INC COM 775711104 BBG001S5VRG4 4919889 106330 SH SOLE 59171 0 47159 RTX CORPORATION COM 75513E101 BBG001S5X5Q9 546753 5606 PRN SOLE 5606 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 BBG001SDHTQ8 1737322 139881 SH SOLE 73747 0 66134 SCANSOURCE INC COM 806037107 BBG001S7S0W5 5212353 118355 SH SOLE 56029 0 62326 STARBUCKS CORP COM 855244109 BBG001S72KH6 379634 4154 SH SOLE 4154 0 0 SYNAPTICS INC COM 87157D109 BBG001SCDXM9 2513145 25760 SH SOLE 9946 0 15814 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 BBG001S9TN41 1910176 12864 SH SOLE 12864 0 0 TARGET CORP COM 87612E106 BBG001SC0K41 622894 3515 SH SOLE 3515 0 0 TEREX CORP NEW COM 880779103 BBG001S6PZQ0 2595706 40306 SH SOLE 19617 0 20689 TESLA INC COM 88160R101 BBG001SQKGD7 1065988 6064 SH SOLE 6064 0 0 TOPGOLF CALLAWAY BRANDS CORP COM 131193104 BBG001S70DV8 4159264 257221 SH SOLE 120820 0 136401 UNDER ARMOUR INC CL C 904311206 BBG009DTD8J0 4040305 565869 SH SOLE 248633 0 317236 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 518569 3489 SH SOLE 3489 0 0 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 976539 1974 SH SOLE 1974 0 0 VANDA PHARMACEUTICALS INC COM 921659108 BBG001SP95N5 905531 220324 SH SOLE 220324 0 0 VIKING THERAPEUTICS INC COM 92686J106 BBG006LGV887 7878642 96081 SH SOLE 47817 0 48264 VISA INC COM CL A 92826C839 BBG001SRCFY3 1516800 5435 SH SOLE 5435 0 0 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 206542 969 SH SOLE 969 0 0 WD 40 CO COM 929236107 BBG001S5XD46 4059038 16024 SH SOLE 7958 0 8066 WESCO INTL INC COM 95082P105 BBG001SCRP78 4386652 25611 SH SOLE 14533 0 11078 WINNEBAGO INDS INC COM 974637100 BBG001S5XFG8 4483364 60586 SH SOLE 30689 0 29897