-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, VrwI7/czainFkn32zD0XYTYKFKHVWzcTpD9Ew1/5jzzL6YISfatStoB1U2IlLeSR nLVP0vdrrK5iR+i1Mgc3wQ== 0001286295-09-000004.txt : 20090810 0001286295-09-000004.hdr.sgml : 20090810 20090810124728 ACCESSION NUMBER: 0001286295-09-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20090630 FILED AS OF DATE: 20090810 DATE AS OF CHANGE: 20090810 EFFECTIVENESS DATE: 20090810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTOR RESOURCES GROUP LLC CENTRAL INDEX KEY: 0001286295 IRS NUMBER: 522145382 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10871 FILM NUMBER: 09998677 BUSINESS ADDRESS: STREET 1: 8401 COLESVILLE ROAD STREET 2: SUITE 320 CITY: SILVER SPRING STATE: MD ZIP: 20910 BUSINESS PHONE: 3016500059 MAIL ADDRESS: STREET 1: 8401 COLESVILLE ROAD STREET 2: 8401 COLESVILLE ROAD CITY: SILVER SPRING STATE: MD ZIP: 20910 13F-HR 1 f13-06302009.txt SECOND QUARTER 2009 United States Securities and Exchange Commission Form 13-F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: 6/30/2009 Click here if Amendment ( ); Amendment Number: _____ This Amendment (Check only one.): [ ] is a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this Report Name: Profit Investment Management, LLC Address: 8401 Colesville Road Suite 320 Silver Spring, MD 20910 Form 13F File Number: 28-10871 The institutional manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Michelle Profit Title: Compliance Officer Phone: 301-650-0059 Signature, Place, and Date of Signing: Michelle Profit Silver Spring, MD 08/10/2009 [Signature] [City, State] [Date] Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings of this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Reporting Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 134 Form 13F Information Table Value Total: $1,268,749 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state ?NONE? and omit the column headings and list entries.] None
PROFIT INVESTMENT MANAGEMENT FORM 13F INFORMATION TABLE As of Date 6/30/09 Name of Issuer Title Cusip Value Shares Investment Other Voting Class (000s) Discretion Managers Authority 3M COMPANY COM 88579Y101 5,707 94952 Sole 94952 ADMINISTAFF INC COM 007094105 2,337 100431 Sole 100431 ADOBE SYS INC COM 00724F101 28,364 1002270 Sole 1002270 AFLAC INC COM 001055102 16,666 536047 Sole 536047 AKAMAI TECHNOLOGIES COM 00971T101 17,730 924376 Sole 924376 AMERICAN EXPRESS CO COM 025816109 395 16990 Sole 16990 AMGEN INCCOM COM 031162100 30,988 585349 Sole 585349 AMPHENOL COM 032095101 560 17700 Sole 17700 APPLE INC COM 037833100 34,703 243651 Sole 243651 ARCH COAL INC COM 039380100 8,521 554393 Sole 554393 AT&T CORP. COM 00206R102 21,930 882854 Sole 882854 ATMEL CORP COM 049513104 1,368 366754 Sole 366754 BANK OF AMERICA CORP COM 060505104 233 17637 Sole 17637 BE AEROSPACE INC COM 073302101 3,995 278170 Sole 278170 BECKMAN COULTER INC COM 075811109 229 4000 Sole 4000 BERKSHIRE HATHAWAY INC DEL CL A COM 084670108 7,560 84 Sole 84 BLUE NILE INC COM 09578R103 1,539 35794 Sole 35794 BOSTON BEER COMPANY INC - CL A COM 100557107 1,794 60627 Sole 60627 BRIGGS & STRATTON CORP COM 109043109 1,117 83700 Sole 83700 CAL DIVE INTL INC DEL COM 12802T101 1,215 140828 Sole 140828 CALAMOS ASSET MGMT INC CL A COM 12811R104 2,424 171763 Sole 171763 CALLAWAY GOLF CO DELAWARE COM 131193104 621 122420 Sole 122420 CELGENE CORP COM 151020104 23,006 480902 Sole 480902 CEPHALON INC COM 156708109 984 17370 Sole 17370 CERADYNE INC COM 156710105 1,414 80078 Sole 80078 CHARLES RIV LABS INTLINC COM COM 159864107 974 28865 Sole 28865 CHATTEM INC COM 162456107 2,778 40794 Sole 40794 CHICOS FAS INC COM 168615102 927 95300 Sole 95300 CISCO SYS INC COM COM 17275R102 27,875 1494641 Sole 1494641 CITRIX SYSTEMS INC COM 177376100 28,025 878806 Sole 878806 COCA COLA CO COM COM 191216100 25,782 537233.78 Sole 537233.78 COLGATE-PALMOLIVE CO COM 194162103 721 10186 Sole 10186 COMTECH TELECOMMUNICATIONS COM 205826209 1,214 38095 Sole 38095 CSX CORP COM 126408103 21,449 619371 Sole 619371 CYMER INC COM 232572107 2,327 78266 Sole 78266 DANAHER CORP COM 235851102 19,227 311412 Sole 311412 DENTSPLY INTERNATIONAL INC. COM 249030107 1,296 42405 Sole 42405 DISNEY WALT CO COM COM 254687106 22,288 955332.41 Sole 955332.41 DTE ENERGY HOLDING CO COM 233331107 478 14930 Sole 14930 EASTMAN CHEM CO COM 277432100 498 13150 Sole 13150 EL PASO CORP NFS LLC IS A COM 28336L109 29,099 3152704 Sole 3152704 EMC CORP MASS COM 268648102 29,022 2215430 Sole 2215430 FACTSET RESEARCH SYS INC COM 303075105 2,876 57668 Sole 57668 FAIR ISAAC CORP COM 303250104 1,207 78065 Sole 78065 FEDERATED INVESTORS INC - CL B COM 314211103 207 8600 Sole 8600 FEDEX CORP COM COM 31428X106 389 7002 Sole 7002 FISERV INC COM 337738108 229 5000 Sole 5000 FORWARD AIR CORP COM 349853101 1,368 64156 Sole 64156 FRANKLIN RESOURCES COM 354613101 17,762 246655 Sole 246655 GAMCO INVS INC COM COM 361438104 2,165 44630 Sole 44630 GENERAL DYNAMICS CORP COM COM 369550108 19,613 354091 Sole 354091 GENERAL ELEC CO COM COM 369604103 20,762 1771527 Sole 1771527 GENERAL MILLS INC COM 370334104 627 11200 Sole 11200 GILEAD SCIENCES INC COM COM 375558103 32,808 700436 Sole 700436 GOLDMAN SACHS GROUP INC COM 38141G104 14,431 97880 Sole 97880 GOOGLE INC CL A COM 38259P508 25,790 61174 Sole 61174 GRACO INC COM 384109104 222 10100 Sole 10100 GREEN MTN COFFEE ROASTERS INC COM 393122106 2,870 48539.5 Sole 48539.5 HEALTHWAYS INC COM COM 422245100 1,414 105163 Sole 105163 HEWLETT PACKARD COM 428236103 26,609 688450 Sole 688450 HOLOGIC INC COM 436440101 20,267 1422154 Sole 1422154 HOME DEPOT INC COM COM 437076102 16,889 714721.53 Sole 714721.53 IBM COM 459200101 709 6788.92 Sole 6788.92 ILLINOIS TOOL WORKS COM 452308109 17,752 475415 Sole 475415 INTEL CORP COM 458140100 26,676 1611818.96 Sole 1611818.96 JABIL CIRCUIT INC COM 466313103 1,119 150780 Sole 150780 JOHNSON & JOHNSON COM 478160104 28,507 501887 Sole 501887 JOY GLOBAL INC COM 481165108 367 10280 Sole 10280 JPMORGAN CHASE & CO COM COM 46625H100 21,535 631348 Sole 631348 KELLOGG CO. COM 487836108 503 10800 Sole 10800 KOHL'S CORP COM 500255104 2,953 69080 Sole 69080 LINCARE HOLDINGS COM 532791100 294 12500 Sole 12500 LOOPNET INC COM COM 543524300 1,099 141806 Sole 141806 MANPOWER INC WIS COM 56418H100 483 11401 Sole 11401 MARATHON OIL CORPCOM COM 565849106 13,038 432730 Sole 432730 MATTEL INC COM 577081102 833 51880 Sole 51880 MCCORMICK & COMPANY, INC COM 579780206 1,418 43590 Sole 43590 MEDNAX INC COM COM 58502B106 1,668 39581 Sole 39581 MEDTRONIC INC COM COM 585055106 19,093 547221 Sole 547221 MEMC ELECTRONICS MATERIALS INC COM 552715104 238 13360 Sole 13360 MERIDIAN BIOSCIENCE INC COM 589584101 1,058 46840 Sole 46840 MICROSOFT CORP COM COM 594918104 26,887 1131113.78 Sole 1131113.78 NASDAQ OMX GROUP INC COM 631103108 633 29711 Sole 29711 NATL SEMICONDUCTOR COM 637640103 647 51587 Sole 51587 NEKTAR THERAPEUTICS COM 640268108 923 142438 Sole 142438 NIKE INC - CLASS B COM 654106103 487 9400 Sole 9400 NVIDIA CORP COM 67066G104 26,769 2371079 Sole 2371079 OIL STS INTL INC COM 678026105 2,014 83192 Sole 83192 OMNIVISION TECHNOLOGIES INC COM 682128103 1,921 184878 Sole 184878 PEPSI BOTTLING GROUP INC COM COM 713409100 1,294 38240 Sole 38240 PEPSICO, INC COM 713448108 16,319 296916 Sole 296916 PITNEY BOWES INC COM 724479100 549 25050 Sole 25050 PLAINS EXPLORATION & PRODUCTION COM 726505100 356 13000 Sole 13000 PLEXUS CORP COM 729132100 1,890 92384 Sole 92384 PROCTER & GAMBLE CO COM COM 742718109 23,316 456277 Sole 456277 PSYCHIATRIC SOLUTIONS INC COM 74439H108 1,413 62143 Sole 62143 QUALCOMM INC COM 747525103 34,709 767890 Sole 767890 QUEST DIAGNOSTICS INC COM COM 74834L100 30,388 538506 Sole 538506 RAVEN INDS INC COM 754212108 1,526 59600 Sole 59600 REAL NETWORKS, INC COM 75605L104 1,644 549800 Sole 549800 REGAL BELOIT CORP COM 758750103 1,919 48302 Sole 48302 RELIANCE STEEL AND ALUMINUM CO COM 759509102 2,972 77426 Sole 77426 REPUBLIC SERVICES INC CL A COM 760759100 737 30210 Sole 30210 ROCKWELL COLLINS INC COM COM 774341101 20,622 494178 Sole 494178 ROLLINS INCORPORATED COM 775711104 2,008 116016 Sole 116016 ROPER INDUSTRIES COM 776696106 766 16900 Sole 16900 ROYAL CARRIBBEAN CRUISES LTD COM V7780T103 381 28150 Sole 28150 SANDISK CORP COM 80004C101 584 39720 Sole 39720 SCANSOURCE INC COM 806037107 1,697 69189 Sole 69189 SEI INVESTMENTS COMPANY COM 784117103 256 14200 Sole 14200 SOUTHWEST AIRLINES CO COM 844741108 10,558 1568822.06 Sole 1568822.06 STAPLES INC COM 855030102 25,844 1280650 Sole 1280650 STONE ENERGY CORP COM 861642106 342 46035 Sole 46035 SYNERON MEDICAL LTD COM ILS0.01 COM M87245102 679 94029 Sole 94029 T ROWE PRICE GROUP INC COM 74144T108 10,016 240369 Sole 240369 TARGET CORP COM COM 87612E106 395 10000 Sole 10000 TEVA PHARMACEUTICAL ADR COM 881624209 876 17761 Sole 17761 THE HERSHEY COMPANY COM 427866108 1,173 32590 Sole 32590 TORO CO COM 891092108 966 32324 Sole 32324 TRANSOCEAN LTD COM H8817H100 11,277 151790.69 Sole 151790.69 UNITED PARCEL SVC INC CL B COM 911312106 20,812 416317 Sole 416317 UNITED TECHNOLOGIES CORP COM COM 913017109 24,281 467305 Sole 467305 VALERO ENERGY COM 91913Y100 15,102 894135 Sole 894135 VERIZON COMMUNICATIONS COM 92343V104 22,266 724585 Sole 724585 WAL MART STORES INC COM COM 931142103 33,383 689163 Sole 689163 WASTE MANAGEMENT INC COM 94106L109 20,398 724377 Sole 724377 WESCO INTERNATIONAL INC COM 95082P105 2,766 110446 Sole 110446 WESTERN DIGITAL CORP DEL COM COM 958102105 42,641 1609101 Sole 1609101 WILLIS GROUP HLDGS LTD COM G96655108 651 25310 Sole 25310 WINNEBAGO INDS INC COM 974637100 952 128161 Sole 128161 WORLD ACCEP CORP S CNEW COM 981419104 897 45046 Sole 45046 XCEL ENERGY INC COM COM 98389B100 1,025 55700 Sole 55700 XTO ENERGY INC COM COM 98385X106 19,786 518784.5 Sole 518784.5 YUM BRANDS INCCOM COM 988498101 18,808 564117 Sole 564117
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