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Portfolio (Quarterly) Guide ↗

Profit Investment Management, LLC

· CIK 0001286295
13F Portfolio $25M AUM 35 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 Added 17 Reduced 34 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC Communication Services 9,820.0 $921K 3.72% +9K +900.0% $93.76 -6.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Financial Services 19.7%
Communication Services 16.4%
Healthcare 12.0%
Consumer Cyclical 10.5%
Consumer Defensive 7.8%
Industrials 4.5%
Basic Materials 4.0%