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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
MRNAModerna Inc
Recent Activity
Decreased -3.63%
0.23%
$282,162
6,786 shares@ $41.59 avg price
HCAHca Healthcare Inc
Recent Activity
Decreased -10.36%
0.23%
$280,340
934 shares@ $300.15 avg price
MDTMedtronic Plc
Recent Activity
Decreased -9.19%
0.19%
$230,453
2,885 shares@ $79.88 avg price