test

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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.86%
1.16%
$1.444M
6,022 shares@ $239.72 avg price
DISDisney Walt Co
Recent Activity
Decreased -4.18%
1%
$1.238M
11,122 shares@ $111.36 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -3.67%
0.9%
$1.109M
6,243 shares@ $177.7 avg price
RSReliance Inc
Recent Activity
Decreased -1.7%
0.86%
$1.069M
3,970 shares@ $269.26 avg price
SQBlock Inc
Recent Activity
Decreased -4.38%
0.81%
$1.003M
11,796 shares@ $84.99 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -4.05%
0.76%
$935,654
5,581 shares@ $167.65 avg price
PEPPepsico Inc
Recent Activity
Decreased -3.45%
0.71%
$874,648
5,752 shares@ $152.06 avg price
AMGNAmgen Inc
Recent Activity
Decreased -2.41%
0.69%
$852,293
3,270 shares@ $260.65 avg price
NKENike Inc
Recent Activity
Decreased -3.78%
0.67%
$831,537
10,989 shares@ $75.67 avg price
MKCMccormick & Co Inc
Recent Activity
Decreased -4.44%
0.59%
$735,183
9,643 shares@ $76.25 avg price