Profit Investment Management, LLC
Profit Investment Management, LLC is an independent asset manager headquartered in North Bethesda, Maryland. Founded in 1996, the firm provides investment management services primarily for institutional clients including public pension funds and charitable organizations, as well as high net worth individuals. The firm is registered with the SEC and manages several equity strategies. Profit Investment Management employs about 5 professionals and is noted for its focus on disciplined portfolio management and serving both public sector and private clients.
Investment Strategy
Profit Investment Management, LLC utilizes a rigorous and research-driven approach to equity investing, focusing on identifying undervalued growth stocks across multiple sectors. The firm aims to deliver long-term capital appreciation for its clients through a blend of quantitative and fundamental analysis, actively managing concentrated portfolios and adapting to changing market conditions. Core holdings often include mid- to large-cap companies with strong management teams and proven business models, as well as select positions in smaller growth opportunities. Their investment philosophy emphasizes risk management and the avoidance of speculative strategies.
Latest 13F Filing Activity
Profit Investment Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $80M. The fund increased holdings in Victorias Secret and Co., Sally Beauty HLDGS Inc., Intel Corp. among other positions. Profit Investment Management, LLC reduced exposure to Under Armour Inc., Kratos Defense & Sec Solutio, Box Inc. among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KTOS | KRATOS DEFENSE & SEC SOLUTIO | 4.66% | $3.7M | 40,536 | $20.73 | $91.37 | -$1.4M |
F FCFS | FIRSTCASH HOLDINGS INC | 3.24% | $2.6M | 16,257 | $79.06 | $158.42 | -$773.3K |
O OPY | OPPENHEIMER HLDGS INC | 3.14% | $2.5M | 33,778 | $36.27 | $73.91 | -$752.1K |
S SBH | SALLY BEAUTY HLDGS INC | 3.05% | $2.4M | 148,942 | $11.24 | $16.28 | +$253.6K |
P PLXS | PLEXUS CORP | 3.04% | $2.4M | 16,708 | $60.21 | $144.69 | -$955.1K |