Fund HoldingsAurora Investment Counsel

Total Portfolio Value
$182.58M
Total Bought
$35.74M
Total Sold
$36.09M
Net Transaction
-$347.3K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Ameriprise Financial, Inc.(AMP)05,893+5,89303,1381.72%+3,138
Essential Properties Realty Tr098,569+98,56903,0831.69%+3,083
H&R Block, Inc.056,180+56,18002,9691.63%+2,969
Kodiak Gas Services, Inc.(KGS)068,815+68,81502,8101.54%+2,810
Yelp Inc.(YELP)064,892+64,89202,5111.38%+2,511
Teleflex Inc.(TFX)014,013+14,01302,4941.37%+2,494
Qualys, Inc.(QLYS)015,993+15,99302,2431.23%+2,243
Harmony Biosciences Holdings,(HRMY)061,293+61,29302,1091.16%+2,109
Gorman-Rupp Company(GRC)054,921+54,92102,0831.14%+2,083
Ormat Technologies, Inc.(ORA)029,880+29,88002,0231.11%+2,023
Vital Farms, Inc.033,473+33,47301,2620.69%+1,262
InterDigital, Inc.(IDCC)06,043+6,04301,1710.64%+1,171
Lululemon Athletica Inc.(LULU)03,040+3,04001,1630.64%+1,163
Ulta Beauty, Inc.(ULTA)6,5956,601+62,5662,8711.57%+305
Paycom Software, Inc.(PAYC)14,90313,546-1,3572,4822,7771.52%+294
Everus Construction Group, Inc(ECG)04,369+4,36902870.16%+287
Dorman Products, Inc.(DORM)16,83516,840+51,9042,1821.19%+277
Darden Restaurants, Inc.(DRI)12,28712,270-172,0172,2911.25%+274
Pool Corporation(POOL)5,0776,374+1,2971,9132,1731.19%+260
Vail Resorts, Inc.(MTN)13,78614,205+4192,4032,6631.46%+260
VeriSign, Inc.15,17015,157-132,8823,1371.72%+255
Sysco Corp.(SYY)16,33819,913+3,5751,2751,5230.83%+247
F5, Inc.(FFIV)7,5667,528-381,6661,8931.04%+227
EPAM Systems, Inc.(EPAM)6,0566,101+451,2051,4270.78%+221
Neurocrine Biosciences, Inc.(NBIX)10,44510,382-631,2031,4170.78%+214
Expand Energy Corp.(EXE)11,71011,71009631,1660.64%+203
Apple Hospitality REIT, Inc.(APLE)91,140101,311+10,1711,3531,5550.85%+202
Booking Holdings Inc.(BKNG)770692-783,2433,4381.88%+195
Stride, Inc.(LRN)23,66521,294-2,3712,0192,2131.21%+194
Interactive Brokers Group, Inc(IBKR)12,14610,657-1,4891,6931,8831.03%+190
Dropbox, Inc.(DBX)39,24538,835-4109981,1670.64%+169
CME Group Inc.(CME)12,73312,738+52,8102,9581.62%+149
US Foods Holding Corp.(USFD)25,59725,365-2321,5741,7110.94%+137
Viper Energy Inc.(VNOM)34,17934,159-201,5421,6760.92%+134
Six Flags Entertainment Corp.(FUN)15,87615,828-486407630.42%+123
Markel Corporation(MKL)75275201,1801,2980.71%+119
Global Payments Inc(GPN)11,69711,709+121,1981,3120.72%+114
Chart Industries, Inc.9,8236,917-2,9061,2191,3200.72%+101
NetEase, Inc.(NTES)26,30528,692+2,3872,4602,5601.40%+100
First Merchants Corporation(FRME)35,86135,873+121,3341,4310.78%+97
PayPal Holdings, Inc.(PYPL)16,09115,840-2511,2561,3520.74%+96
Oddity Tech Ltd.
SHS CL A
50,91350,814-992,0562,1351.17%+79
CONMED Corp.(CNMD)15,29217,133+1,8411,1001,1730.64%+73
Liberty Energy Inc.(LBRT)85,83585,621-2141,6391,7030.93%+64
Patria Investments Limited
COM CL A
125,401125,446+451,4011,4590.80%+58
Euronet Worldwide, Inc.(EEFT)13,17113,194+231,3071,3570.74%+50
Inter Parfums, Inc.(IPAR)19,45719,442-152,5192,5571.40%+38
Alamo Group Inc.5,7425,74201,0341,0670.58%+33
Crocs, Inc.(CROX)6,0198,187+2,1688728970.49%+25
PagSeguro Digital Ltd.(PAGS)0208,035+208,03501,3020.71%+1,302
NiSource Inc.(NI)08,738+8,73803210.18%+321
Monster Beverage Corp.(MNST)40,10240,047-552,0922,1051.15%+13
T. Rowe Price Group, Inc.(TROW)3,4593,441-183773890.21%+12
NICE Ltd.(NICE)11,67411,960+2862,0272,0311.11%+4
Molson Coors Beverage Company(TAP)19,11919,251+1321,1001,1030.60%+4
OGE Energy Corp.(OGE)010,860+10,86004480.25%+448
Service Corporation Internatio(SCI)5,2255,194-314124150.23%+2
W. R. Berkley Corporation34,06432,976-1,0881,9321,9301.06%-3
Host Hotels & Resorts, Inc.(HST)101,313101,528+2151,7831,7790.97%-4
WNS Holdings Limited35,13738,986+3,8491,8521,8481.01%-5
Cencora, Inc.6,7266,709-171,5141,5070.83%-7
WEC Energy Group, Inc.(WEC)05,816+5,81605470.30%+547
ONEOK, Inc.(OKE)5,5034,749-7545014770.26%-25
Middleby Corporation(MIDD)12,48812,596+1081,7371,7060.93%-31
Electronic Arts Inc.(EA)9,2118,736-4751,3211,2780.70%-43
Hershey Company(HSY)02,133+2,13303610.20%+361
McCormick & Co.(MKC)8,4438,390-536956400.35%-55
CF Industries Holdings, Inc.(CF)21,64521,099-5461,8571,8000.99%-57
Atlanta Braves Holdings, Inc.45,75445,866+1121,9291,8711.02%-57
Diamondback Energy, Inc.(FANG)7,0527,037-151,2161,1530.63%-63
Materion Corporation(MTRN)6,3256,505+1807086430.35%-64
Interpublic Group of Companies014,307+14,30704010.22%+401
Unitil Corporation(UTL)06,620+6,62003590.20%+359
Cincinnati Financial Corp.(CINF)13,31612,065-1,2511,8131,7340.95%-79
Brady Corp.(BRC)32,13532,059-762,4632,3681.30%-95
Juniper Networks, Inc.72,82072,840+202,8392,7281.49%-111
SEI Investments Company(SEIC)25,16219,747-5,4151,7411,6290.89%-112
Gaming and Leisure Properties,(GLPI)37,89137,856-351,9491,8231.00%-126
MP Materials Corp.(MP)65,10765,153+461,1491,0160.56%-133
Royalty Pharma plc(RPRX)50,44150,727+2861,4271,2940.71%-133
General Mills, Inc.(GIS)13,04412,884-1609638220.45%-142
John Hancock Financial Opportu(BTO)83,66473,601-10,0632,7742,6271.44%-147
WEX Inc.(WEX)6,6557,046+3911,3961,2350.68%-160
Sportradar Group AG(SRAD)180,544116,775-63,7692,1862,0251.11%-162
ChampionX Corporation57,09057,312+2221,7211,5580.85%-163
XPEL, Inc.(XPEL)45,54145,282-2591,9751,8090.99%-167
Halozyme Therapeutics, Inc.(HALO)035,118+35,11801,6790.92%+1,679
Enersys(ENS)20,11620,289+1732,0531,8751.03%-178
Arch Capital Group
ORD
07,825+7,82507230.40%+723
Timken Company(TKR)22,45023,655+1,2051,8921,6880.92%-204
Corpay, Inc.(CPAY)8,9387,644-1,2942,7952,5871.42%-209
QUALCOMM Incorporated(QCOM)13,97514,103+1282,3762,1671.19%-210
AstraZeneca PLC(AZN)036,636+36,63602,4001.31%+2,400
International Seaways, Inc.(INSW)12,81711,720-1,0976614210.23%-240
Fiserv Inc.(FISV)6,2034,230-1,9731,1148690.48%-245
EastGroup Properties, Inc.(EGP)9,5009,516+161,7751,5270.84%-248
Lamar Advertising Company(LAMR)22,06921,821-2482,9482,6561.45%-292
Kinder Morgan, Inc.(KMI)112,91880,245-32,6732,4942,1991.20%-296
Molina Healthcare, Inc.(MOH)6,2256,342+1172,1451,8461.01%-299
MDU Resources Group, Inc.(MDU)031,143+31,14305610.31%+561
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