Aurora Investment Counsel

CIK

1316397

Location

ATLANTA, GA

Portfolio Value

Small $195,496,424

Diversification

Diversified

Filing Date

Global Rank

#6,565 / 8,798 ▼ 536 · as of Jun 2026

Top Industry

Software - Application 9.3%

Period ended 3 months ago

Filed Aug 10, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

113 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

2.1%

−0.0 pts

Top 5

8.4%

−1.0 pts

Top 10

15.6%

−1.5 pts

HHI

107

Diversified−9

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.2%	$47,291,559	28
Consumer Cyclical	19.6%	$38,263,747	20
Healthcare	16.1%	$31,566,911	17
Financial Services	12.4%	$24,322,798	13
Industrials	9.3%	$18,116,691	12
Consumer Defensive	5.2%	$10,081,518	7
Communication Services	3.7%	$7,293,235	4
Utilities	3.4%	$6,662,513	4
Real Estate	2.3%	$4,437,040	3
Energy	2.2%	$4,290,942	3
Basic Materials	1.6%	$3,169,470	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+15,611	16,258	$2,897,825
WAY	Waystar Holding Corp.	+6,951	85,951	$1,764,574
HAE	Haemonetics Corp	+3,906	25,501	$1,912,575
DLB	Dolby Laboratories, Inc.	+3,309	9,457	$497,249
HRMY	Harmony Biosciences Holdings, Inc.	+2,365	65,148	$2,372,038
MKC	Mccormick & Co Inc	+1,791	6,947	$350,267
EEFT	Euronet Worldwide, Inc.	+1,693	17,744	$1,298,683
CPRT	Copart Inc	+1,425	65,083	$1,834,689
ATR	Aptargroup, Inc.	+1,248	11,785	$1,475,482
URBN	Urban Outfitters Inc	+890	38,919	$2,757,800
NDAQ	Nasdaq, Inc.	+748	31,708	$2,499,224
BFAM	Bright Horizons Family Solutions Inc.	+669	27,709	$1,964,013
IPAR	Interparfums Inc	+575	4,540	$507,844
VIPS	Vipshop Holdings Ltd	+271	92,555	$1,227,279
VEEV	Veeva Systems Inc	+246	11,427	$2,027,949
PINS	Pinterest, Inc.	+148	78,052	$1,641,433
PGR	Progressive Corp/Oh/	+128	10,649	$2,326,274
ADBE	Adobe Inc.	+109	7,764	$1,591,775
PAYC	Paycom Software, Inc.	+2	10,232	$1,285,957
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
APLE	Apple Hospitality REIT, Inc.	−124,739	11,160	$187,599
EXTR	Extreme Networks Inc	−95,002	75,864	$2,455,717
DELL	Dell Technologies Inc.	−16,318	5,184	$2,236,688
VCTR	Victory Capital Holdings, Inc.	−10,761	30,082	$2,528,692
DCI	DONALDSON Co INC	−8,869	11,385	$1,022,031
BLBD	Blue Bird Corp	−8,187	28,937	$2,284,865
VIK	Viking Holdings Ltd	−7,490	9,375	$981,281
PAX	Patria Investments Ltd	−7,295	99,460	$1,092,070
BRC	Brady Corp	−7,166	14,657	$1,342,141
PAGS	PagSeguro Digital Ltd.	−4,963	258,667	$2,340,936
PRMB	Primo Brands Corp	−4,927	111,049	$2,714,037
VVX	V2X, Inc.	−4,547	17,229	$1,284,594
ZTO	ZTO Express (Cayman) Inc.	−4,304	144,891	$3,242,660
GEN	Gen Digital Inc.	−3,777	66,099	$1,645,204
MNDY	monday.com Ltd.	−3,725	13,825	$1,000,791
KMI	Kinder Morgan, Inc.	−3,514	47,967	$1,533,504
FIVN	Five9, Inc.	−3,498	64,127	$1,367,187
DORM	Dorman Products, Inc.	−2,447	23,165	$3,160,864
YELP	Yelp Inc	−2,110	76,040	$1,864,500
DKNG	DraftKings Inc.	−2,101	59,145	$1,494,002
WTRG	Essential Utilities, Inc.	−2,051	68,633	$2,629,330
EPRT	Essential Properties Realty Trust, Inc.	−1,870	91,448	$2,729,722
SN	SharkNinja, Inc.	−1,822	13,028	$1,983,773
NTES	NetEase, Inc.	−1,765	13,967	$1,789,731
CART	Maplebear Inc.	−1,688	60,989	$2,887,829
No positions match the current search.

New Positions

Positions the filer opened this quarter

22 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	11,701	$4,126,240
TILE	Interface Inc	84,917	$3,043,425
ELF	e.l.f. Beauty, Inc.	38,751	$2,867,574
ALLE	Allegion plc	20,249	$2,844,782
LYFT	Lyft, Inc.	181,830	$2,656,536
DPZ	Dominos Pizza Inc	8,123	$2,404,732
EVR	Evercore Inc.	6,658	$2,273,307
PODD	Insulet Corp	14,672	$2,233,812
ANIP	Ani Pharmaceuticals Inc	26,890	$2,225,954
KBR	Kbr, Inc.	63,509	$2,192,965
CHWY	Chewy, Inc.	110,648	$2,174,233
MCK	Mckesson Corp	2,797	$2,113,413
NTAP	NetApp, Inc.	13,536	$2,094,831
TRMB	Trimble Inc.	37,588	$1,923,753
BSX	Boston Scientific Corp	43,857	$1,871,816
ROP	Roper Technologies Inc	5,154	$1,744,062
FTDR	Frontdoor, Inc.	22,070	$1,712,411
BWA	Borgwarner Inc	25,506	$1,693,598
AMRZ	Amrize Ltd	26,645	$1,420,178
XYL	Xylem Inc.	4,723	$558,305
ZTS	Zoetis Inc.	6,821	$490,157
ALV	Autoliv Inc	3,960	$460,033
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
ETR	Entergy Corp /De/	29,079	$3,267,316
QCOM	Qualcomm Inc/De	20,852	$2,685,320
TWLO	Twilio Inc	18,629	$2,343,900
VRRM	VERRA MOBILITY Corp	163,563	$2,337,315
HST	Host Hotels & Resorts, Inc.	117,095	$2,243,540
EWBC	East West Bancorp Inc	20,655	$2,205,127
RPRX	Royalty Pharma plc	35,415	$1,698,857
IMAX	Imax Corp	44,347	$1,685,629
WTFC	Wintrust Financial Corp	10,538	$1,464,149
EGP	Eastgroup Properties Inc	5,903	$1,092,586
VITL	Vital Farms, Inc.	76,433	$1,079,233
RMBS	Rambus Inc	10,883	$936,264
EXPE	Expedia Group, Inc.	2,445	$564,526
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $195,496,424 total · filing declares 113 positions · $194,409,069 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	NEW	11,701	NEW	$4,126,240	NEW	2.11%
ZTO	ZTO Express (Cayman) Inc. Industrials	Reduced	144,891	-4,304	$3,242,660	−13.6%	1.66%
DORM	Dorman Products, Inc. Consumer Cyclical	Reduced	23,165	-2,447	$3,160,864	+18.3%	1.62%
TILE	Interface Inc Consumer Cyclical	NEW	84,917	NEW	$3,043,425	NEW	1.56%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	16,258	+15,611	$2,897,825	+6.4%	1.48%
CART	Maplebear Inc. Consumer Cyclical	Reduced	60,989	-1,688	$2,887,829	+23.0%	1.48%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	NEW	38,751	NEW	$2,867,574	NEW	1.47%
ALLE	Allegion plc Industrials	NEW	20,249	NEW	$2,844,782	NEW	1.46%
URBN	Urban Outfitters Inc Consumer Cyclical	Added	38,919	+890	$2,757,800	+14.5%	1.41%
EPRT	Essential Properties Realty Trust, Inc. Real Estate	Reduced	91,448	-1,870	$2,729,722	−3.7%	1.40%
PRMB	Primo Brands Corp Consumer Defensive	Reduced	111,049	-4,927	$2,714,037	+24.3%	1.39%
LYFT	Lyft, Inc. Technology	NEW	181,830	NEW	$2,656,536	NEW	1.36%
WTRG	Essential Utilities, Inc. Utilities	Reduced	68,633	-2,051	$2,629,330	−7.6%	1.34%
AMP	Ameriprise Financial Inc Financial Services	Reduced	5,672	-68	$2,602,086	+2.0%	1.33%
SO	Southern Co Utilities	Reduced	26,807	-1,083	$2,565,697	−4.7%	1.31%
QLYS	Qualys, Inc. Technology	Reduced	18,653	-489	$2,564,600	+52.5%	1.31%
VCTR	Victory Capital Holdings, Inc. Financial Services	Reduced	30,082	-10,761	$2,528,692	−5.4%	1.29%
NDAQ	Nasdaq, Inc. Financial Services	Added	31,708	+748	$2,499,224	−4.9%	1.28%
BIRK	Birkenstock Holding plc Consumer Cyclical	Reduced	57,846	-255	$2,489,113	+19.6%	1.27%
EXTR	Extreme Networks Inc Technology	Reduced	75,864	-95,002	$2,455,717	−4.7%	1.26%
DPZ	Dominos Pizza Inc Consumer Cyclical	NEW	8,123	NEW	$2,404,732	NEW	1.23%
AZN	Astrazeneca PLC Healthcare	Reduced	12,616	-218	$2,392,245	−5.5%	1.22%
HRMY	Harmony Biosciences Holdings, Inc. Healthcare	Added	65,148	+2,365	$2,372,038	+34.9%	1.21%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	7,130	-158	$2,351,545	−5.6%	1.20%
PAGS	PagSeguro Digital Ltd. Technology	Reduced	258,667	-4,963	$2,340,936	−11.4%	1.20%
DXCM	Dexcom Inc Healthcare	Reduced	34,744	-892	$2,340,008	+4.6%	1.20%
PGR	Progressive Corp/Oh/ Financial Services	Added	10,649	+128	$2,326,274	+11.5%	1.19%
PAYX	Paychex Inc Technology	Reduced	23,257	-583	$2,286,860	+4.1%	1.17%
BLBD	Blue Bird Corp Industrials	Reduced	28,937	-8,187	$2,284,865	+8.4%	1.17%
GL	Globe Life Inc. Financial Services	Reduced	12,763	-1,022	$2,280,492	+18.9%	1.17%
EVR	Evercore Inc. Financial Services	NEW	6,658	NEW	$2,273,307	NEW	1.16%
CHDN	Churchill Downs Inc Consumer Cyclical	Reduced	25,269	-655	$2,265,113	−2.7%	1.16%
DELL	Dell Technologies Inc. Technology	Reduced	5,184	-16,318	$2,236,688	−36.6%	1.14%
PODD	Insulet Corp Healthcare	NEW	14,672	NEW	$2,233,812	NEW	1.14%
ANIP	Ani Pharmaceuticals Inc Healthcare	NEW	26,890	NEW	$2,225,954	NEW	1.14%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	Reduced	26,313	-515	$2,225,553	+7.6%	1.14%
KBR	Kbr, Inc. Industrials	NEW	63,509	NEW	$2,192,965	NEW	1.12%
CHWY	Chewy, Inc. Consumer Cyclical	NEW	110,648	NEW	$2,174,233	NEW	1.11%
NVO	Novo Nordisk A S Healthcare	Reduced	44,484	-1,397	$2,132,562	+26.5%	1.09%
HIG	Hartford Insurance Group, Inc. Financial Services	Reduced	15,957	-702	$2,114,621	−6.1%	1.08%
MCK	Mckesson Corp Healthcare	NEW	2,797	NEW	$2,113,413	NEW	1.08%
NTAP	NetApp, Inc. Technology	NEW	13,536	NEW	$2,094,831	NEW	1.07%
VEEV	Veeva Systems Inc Healthcare	Added	11,427	+246	$2,027,949	+3.3%	1.04%
CARG	CarGurus, Inc. Communication Services	Reduced	58,597	-766	$1,997,571	−1.2%	1.02%
SN	SharkNinja, Inc. Consumer Cyclical	Reduced	13,028	-1,822	$1,983,773	+26.1%	1.01%
FDS	Factset Research Systems Inc Financial Services	Reduced	8,616	-390	$1,982,369	+1.4%	1.01%
BFAM	Bright Horizons Family Solutions Inc. Consumer Cyclical	Added	27,709	+669	$1,964,013	−11.6%	1.00%
INTU	Intuit Inc. Technology	Reduced	7,512	-124	$1,960,632	−40.6%	1.00%
TRMB	Trimble Inc. Technology	NEW	37,588	NEW	$1,923,753	NEW	0.98%
HAE	Haemonetics Corp Healthcare	Added	25,501	+3,906	$1,912,575	+57.1%	0.98%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.