Fund Holdings — Aurora Investment Counsel

Total Portfolio Value
$180.32M
Total Bought
$44.78M
Total Sold
$46.53M
Net Transaction
-$1.75M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INTUIT(INTU)07,636+7,63603,3021.83%+3,302
DORMAN PRODS INC(DORM)025,612+25,61202,6731.48%+2,673
NASDAQ INC(NDAQ)030,960+30,96002,6281.46%+2,628
EXTREME NETWORKS INC(EXTR)0170,866+170,86602,5771.43%+2,577
ASTRAZENECA PLC(AZN)012,834+12,83402,5311.40%+2,531
KINSALE CAP GROUP INC(KNSL)07,288+7,28802,4901.38%+2,490
URBAN OUTFITTERS INC(URBN)038,029+38,02902,4091.34%+2,409
VERRA MOBILITY CORP(VRRM)0163,563+163,56302,3371.30%+2,337
PAYCHEX INC(PAYX)023,840+23,84002,1961.22%+2,196
PRIMO BRANDS CORPORATION(PRMB)0115,976+115,97602,1841.21%+2,184
BLUE BIRD CORP037,124+37,12402,1081.17%+2,108
VEEVA SYS INC(VEEV)011,181+11,18101,9641.09%+1,964
BENTLEY SYS INC(BSY)050,195+50,19501,7630.98%+1,763
ADDUS HOMECARE CORP018,305+18,30501,7140.95%+1,714
BALL CORP026,100+26,10001,5430.86%+1,543
HAEMONETICS CORP MASS(HAE)021,595+21,59501,2170.67%+1,217
MONDAY COM LTD017,550+17,55001,2130.67%+1,213
DELL TECHNOLOGIES INC(DELL)20,66621,502+8362,6013,5291.96%+928
ZTO EXPRESS CAYMAN INC153,811149,195-4,6163,2133,7552.08%+542
LEVI STRAUSS & CO NEW028,842+28,84205330.30%+533
DIAMONDBACK ENERGY INC(FANG)8,4718,210-2611,2731,6240.90%+350
VIPER ENERGY INC37,05435,620-1,4341,4311,6740.93%+242
PAYCOM SOFTWARE INC(PAYC)6,41110,230+3,8191,0221,2430.69%+222
ENTERGY CORP NEW33,18329,079-4,1043,0673,2671.81%+200
SOUTHERN CO(SO)29,21927,890-1,3292,5482,6921.49%+144
KEURIG DR PEPPER INC(KDP)24,05430,745+6,6916748100.45%+136
EXELON CORP(EXC)25,77125,615-1561,1231,2560.70%+132
KAROOOOO LTD(KARO)36,28335,745-5381,6511,7820.99%+131
PTC INC(PTC)2,0703,220+1,1503614590.25%+98
INTERPARFUMS INC(IPAR)3,7053,965+2603143600.20%+46
ESSENTIAL UTILS INC73,16970,684-2,4852,8072,8461.58%+40
PAGSEGURO DIGITAL LTD(PAGS)270,454263,630-6,8242,6072,6421.46%+34
CME GROUP INC(CME)1,5651,535-304274530.25%+26
APTARGROUP INC10,74310,537-2061,3101,3280.74%+18
SPROUTS FMRS MKT INC25,78026,828+1,0482,0542,0691.15%+15
UNITIL CORP(UTL)6,3006,005-2953053140.17%+9
VIKING HOLDINGS LTD17,42516,865-5601,2441,2390.69%-5
VICTORY CAP HLDGS INC DEL42,62340,843-1,7802,6892,6741.48%-15
NICE LTD(NICE)6,6826,577-1057557250.40%-30
DOLBY LABORATORIES INC(DLB)6,2356,148-874003690.20%-31
GENTEX CORP(GNTX)16,17715,753-4243763440.19%-32
CORPAY INC(CPAY)6,0546,143+891,8221,7880.99%-34
FACTSET RESH SYS INC(FDS)6,8679,006+2,1391,9931,9541.08%-39
CHART INDS INC5,0584,858-2001,0431,0040.56%-39
WEX INC4,9264,511-4157346900.38%-44
HOST HOTELS & RESORTS INC129,211117,095-12,1162,2912,2441.24%-47
WINTRUST FINL CORP10,84110,538-3031,5161,4640.81%-52
PRICE T ROWE GROUP INC4,5074,353-1544613920.22%-69
WAYSTAR HLDG CORP(WAY)60,26779,000+18,7331,9741,9051.06%-69
GLOBE LIFE INC14,30113,785-5162,0001,9181.06%-82
BOOKING HOLDINGS INC(BKNG)526647+1212,8172,7241.51%-93
MCCORMICK & CO INC(MKC)5,3615,156-2053652600.14%-105
APPLE HOSPITALITY REIT INC(APLE)140,926135,899-5,0271,6701,5640.87%-106
EURONET WORLDWIDE INC(EEFT)15,45916,051+5921,1771,0650.59%-111
BIRKENSTOCK HOLDING PLC53,69758,101+4,4042,1962,0821.15%-114
PINTEREST INC59,68877,904+18,2161,5451,4290.79%-117
ESSENTIAL PPTYS RLTY TR INC99,45893,318-6,1402,9502,8331.57%-117
BRIGHT HORIZONS FAM SOL IN D(BFAM)23,09827,040+3,9422,3422,2211.23%-121
GAMING & LEISURE P37,66534,769-2,8961,6831,5430.86%-141
GEN DIGITAL INC(GEN)54,90569,876+14,9711,4931,3160.73%-177
YELP INC(YELP)69,71978,150+8,4312,1191,9331.07%-185
VITAL FARMS INC(VITL)39,67576,433+36,7581,2671,0790.60%-188
NEUROCRINE BIOSCIENCES INC(NBIX)10,81510,201-6141,5341,3440.75%-190
NETAPP INC(NTAP)23,32922,526-8032,4982,3061.28%-192
DEXCOM INC(DXCM)36,66535,636-1,0292,4332,2381.24%-196
EAST WEST BANCORP INC(EWBC)21,60920,655-9542,4292,2051.22%-224
ARMSTRONG WORLD INDS INC NEW(AWI)7,0516,692-3591,3471,1030.61%-245
SHARKNINJA INC(SN)16,27514,850-1,4251,8211,5730.87%-249
EASTGROUP PPTYS INC(EGP)7,6055,903-1,7021,3551,0930.61%-262
VIPSHOP HLDGS LTD(VIPS)98,00992,284-5,7251,7341,4510.80%-283
KINDER MORGAN INC DEL73,83951,481-22,3582,0301,7260.96%-304
GENERAL MLS INC(GIS)6,7070-6,7073120—-312
OGE ENERGY CORP(OGE)7,3750-7,3753150—-315
AXALTA COATING SYS LTD(AXTA)54,32051,960-2,3601,7551,4390.80%-316
CARGURUS INC(CARG)60,98759,363-1,6242,3392,0211.12%-318
ROYALTY PHARMA PLC(RPRX)52,27635,415-16,8612,0201,6990.94%-321
V2X INC(VVX)33,30521,776-11,5291,8171,4920.83%-325
COOPER COS INC(COO)22,38121,006-1,3751,8341,5020.83%-332
FIVE9 INC(FIVN)68,46367,625-8381,3731,0260.57%-347
AMERIPRISE FINL INC(AMP)5,9265,740-1862,9062,5511.41%-355
EPAM SYS INC6,6267,354+7281,3589960.55%-362
PROGRESSIVE CORP(PGR)10,75210,521-2312,4482,0861.16%-363
TWILIO INC(TWLO)19,18418,629-5552,7292,3441.30%-385
QUALCOMM INC(QCOM)18,01520,852+2,8373,0812,6851.49%-396
MAPLEBEAR INC(CART)61,18562,677+1,4922,7522,3481.30%-404
INTERNATIONAL SEAWAYS INC8,3640-8,3644060—-406
SHIFT4 PMTS INC(FOUR)28,97631,997+3,0211,8251,3990.78%-425
COPART INC(CPRT)64,87963,658-1,2212,5402,1131.17%-427
PATRIA INVESTMENTS LIMITED113,042106,755-6,2871,7961,3450.75%-451
HARTFORD INSURANCE GROUP INC(HIG)19,64116,659-2,9822,7072,2531.25%-454
MORNINGSTAR INC(MORN)9,5969,525-712,0851,6100.89%-475
HALOZYME THERAPEUTICS INC25,03518,452-6,5831,6851,1930.66%-492
NETEASE COM INC(NTES)16,40615,732-6742,2581,7610.98%-497
WORKDAY INC10,97413,757+2,7832,3571,7870.99%-570
NOVO-NORDISK A S(NVO)44,38545,881+1,4962,2581,6860.94%-572
CHURCHILL DOWNS INC(CHDN)25,61825,924+3062,9152,3291.29%-586
GENPACT LIMITED56,27354,403-1,8702,6322,0271.12%-606
ADOBE INC7,0837,655+5722,4791,8611.03%-618
GODADDY INC(GDDY)14,54013,968-5721,8041,1550.64%-649
BRADY CORP(BRC)31,60821,823-9,7852,4771,7730.98%-704
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Aurora Investment Counsel — 13F Holdings — Q1 2026 | TickerTrail