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Gery Sadzewicz

@Profit Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$124.641MTotal holdings78
Assets growth rate-1.95%Assets growth rate (2-Q avg)-11.19%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Profit Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Profit Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 124.641M in assets, with a quarterly growth rate of -1.95% and a 2-quarter average growth rate of -11.19%. The portfolio is managed by Gery Sadzewicz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
OPYOppenheimer Hldgs Inc
Recent Activity
Increased 5.21%
2.54%
$3.166M
49,394 shares@ $64.09 avg price
BOXBox Inc
Recent Activity
Increased 3.87%
2.54%
$3.16M
100,008 shares@ $31.61 avg price
PDCOPatterson Cos Inc
Recent Activity
Increased 7.78%
2.52%
$3.138M
101,685 shares@ $30.86 avg price
VKTXViking Therapeutics Inc
Recent Activity
Increased 8.41%
2.38%
$2.966M
73,714 shares@ $40.25 avg price
JHGJanus Henderson Group Plc
Recent Activity
Increased 5.14%
2.35%
$2.922M
68,702 shares@ $42.53 avg price
VSCOVictorias Secret And Co
Recent Activity
Increased 6.89%
2.11%
$2.624M
63,357 shares@ $41.42 avg price
NVSTEnvista Holdings Corporation
Recent Activity
Increased 6.01%
1.98%
$2.461M
127,597 shares@ $19.3 avg price
HPHelmerich & Payne Inc
Recent Activity
Increased 9.37%
1.97%
$2.448M
76,461 shares@ $32.02 avg price
BCOBrinks Co
Recent Activity
Increased 13.89%
1.84%
$2.287M
24,648 shares@ $92.78 avg price
TEXTerex Corp New
Recent Activity
Increased 7.51%
1.8%
$2.242M
48,514 shares@ $46.22 avg price