Fund Holdings — Aurora Investment Counsel

Total Portfolio Value
$190.24M
Total Bought
$40.54M
Total Sold
$40.31M
Net Transaction
+$226.2K
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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TWILIO INC(TWLO)019,184+19,18402,7291.43%+2,729
DELL TECHNOLOGIES INC(DELL)020,666+20,66602,6011.37%+2,601
COPART INC(CPRT)064,879+64,87902,5401.34%+2,540
PROGRESSIVE CORP(PGR)010,752+10,75202,4481.29%+2,448
WORKDAY INC010,974+10,97402,3571.24%+2,357
BRIGHT HORIZONS FAM SOL IN D(BFAM)023,098+23,09802,3421.23%+2,342
DRAFTKINGS INC NEW(DKNG)062,602+62,60202,1571.13%+2,157
SPROUTS FMRS MKT INC025,780+25,78002,0541.08%+2,054
FACTSET RESH SYS INC(FDS)06,867+6,86701,9931.05%+1,993
WAYSTAR HLDG CORP(WAY)060,267+60,26701,9741.04%+1,974
V2X INC(VVX)033,305+33,30501,8170.95%+1,817
KAROOOOO LTD(KARO)036,283+36,28301,6510.87%+1,651
APTARGROUP INC010,743+10,74301,3100.69%+1,310
MORNINGSTAR INC(MORN)3,8109,596+5,7868842,0851.10%+1,201
EXELON CORP(EXC)025,771+25,77101,1230.59%+1,123
CF INDS HLDGS INC(CF)013,567+13,56701,0490.55%+1,049
HARMONY BIOSCIENCES HLDGS IN(HRMY)63,57166,085+2,5141,7522,4731.30%+721
KEURIG DR PEPPER INC(KDP)024,054+24,05406740.35%+674
MAPLEBEAR INC(CART)57,99561,185+3,1902,1322,7521.45%+620
SHARKNINJA INC(SN)12,06016,275+4,2151,2441,8210.96%+577
CHURCHILL DOWNS INC(CHDN)24,70225,618+9162,3962,9151.53%+518
VICTORY CAP HLDGS INC34,04442,623+8,5792,2052,6891.41%+484
COOPER COS INC(COO)20,69822,381+1,6831,4191,8340.96%+415
GENPACT LIMITED53,32356,273+2,9502,2342,6321.38%+399
ZTO EXPRESS CAYMAN INC149,433153,811+4,3782,8693,2131.69%+344
EPAM SYS INC6,7766,626-1501,0221,3580.71%+336
AXALTA COATING SYS LTD(AXTA)51,38654,320+2,9341,4711,7550.92%+284
EXPEDIA GROUP INC(EXPE)5,1494,868-2811,1011,3790.72%+279
IMAX CORP70,23569,027-1,2082,3002,5511.34%+251
DIAMONDBACK ENERGY INC(FANG)7,6328,471+8391,0921,2730.67%+181
QUALCOMM INC(QCOM)17,50018,015+5152,9113,0811.62%+170
EAST WEST BANCORP INC(EWBC)21,21921,609+3902,2592,4291.28%+170
QUALYS INC(QLYS)17,25618,453+1,1972,2832,4521.29%+169
CARGURUS INC(CARG)58,39260,987+2,5952,1742,3391.23%+165
WINTRUST FINL CORP10,21010,841+6311,3521,5160.80%+164
HOST HOTELS & RESORTS INC125,257129,211+3,9542,1322,2911.20%+159
HARTFORD INSURANCE GROUP INC(HIG)19,12419,641+5172,5512,7071.42%+156
GORMAN RUPP CO(GRC)56,51958,061+1,5422,6232,7721.46%+149
DEXCOM INC(DXCM)33,99436,665+2,6712,2872,4331.28%+146
VIKING HOLDINGS LTD17,78517,425-3601,1061,2440.65%+139
CORPAY INC(CPAY)5,8586,054+1961,6871,8220.96%+134
ROYALTY PHARMA PLC(RPRX)53,51252,276-1,2361,8882,0201.06%+132
GEN DIGITAL INC(GEN)48,58954,905+6,3161,3791,4930.78%+113
NOVO-NORDISK A S(NVO)38,67944,385+5,7062,1462,2581.19%+112
PATRIA INVESTMENTS LIMITED117,762113,042-4,7201,7191,7960.94%+77
ADOBE INC6,8307,083+2532,4092,4791.30%+70
DONALDSON INC(DCI)32,28430,529-1,7552,6422,7071.42%+64
ESSENTIAL PPTYS RLTY TR INC97,23999,458+2,2192,8942,9501.55%+56
YELP INC(YELP)66,14869,719+3,5712,0642,1191.11%+55
DOLBY LABORATORIES INC(DLB)4,8126,235+1,4233484000.21%+52
KODIAK GAS SVCS INC66,79567,192+3972,4692,5131.32%+44
APPLE HOSPITALITY REIT INC(APLE)135,687140,926+5,2391,6301,6700.88%+40
GLOBE LIFE INC13,73814,301+5631,9642,0001.05%+36
BOOKING HOLDINGS INC(BKNG)516526+102,7862,8171.48%+31
NEUROCRINE BIOSCIENCES INC(NBIX)10,83810,815-231,5211,5340.81%+12
INTERNATIONAL SEAWAYS INC8,5568,364-1923944060.21%+12
AMERIPRISE FINL INC(AMP)5,8915,926+352,8942,9061.53%+12
BRADY CORP(BRC)31,62431,608-162,4682,4771.30%+9
PAGSEGURO DIGITAL LTD(PAGS)260,166270,454+10,2882,6022,6071.37%+6
ARMSTRONG WORLD INDS INC(AWI)6,8547,051+1971,3431,3470.71%+4
CME GROUP INC(CME)1,5781,565-134264270.22%+1
UNITIL CORP(UTL)6,3806,300-803053050.16%-0
ESSENTIAL UTILS INC70,40173,169+2,7682,8092,8071.48%-2
PRICE T ROWE GROUP INC4,5574,507-504684610.24%-6
VIPER ENERGY INC37,74637,054-6921,4431,4310.75%-11
VITAL FARMS INC(VITL)31,13239,675+8,5431,2811,2670.67%-14
KINDER MORGAN INC DEL72,32473,839+1,5152,0472,0301.07%-18
MCCORMICK & CO INC(MKC)5,8035,361-4423883650.19%-23
GAMING & LEISURE PPTYS INC36,65837,665+1,0071,7091,6830.88%-25
OGE ENERGY CORP(OGE)7,3757,37503413150.17%-26
GENERAL MLS INC(GIS)6,7866,707-793423120.16%-30
ATLANTA BRAVES HLDGS INC45,17247,437+2,2652,0542,0161.06%-38
BIRKENSTOCK HOLDING PLC49,40753,697+4,2902,2362,1961.15%-39
CROCS INC(CROX)14,89814,077-8211,2451,2040.63%-41
EASTGROUP PPTYS INC(EGP)8,2837,605-6781,4021,3550.71%-47
ORMAT TECHNOLOGIES INC(ORA)29,87325,562-4,3112,8752,8241.48%-51
ENTERGY CORP NEW33,47633,183-2933,1203,0671.61%-53
CHART INDS INC5,5815,058-5231,1171,0430.55%-74
GENTEX CORP(GNTX)16,37916,177-2024643760.20%-87
CARRIER GLOBAL CORPORATION(CARR)30,95533,286+2,3311,8481,7590.92%-89
BRINKER INTL INC(EAT)7,1195,649-1,4709028110.43%-91
SOUTHERN CO(SO)27,86729,219+1,3522,6412,5481.34%-93
PAYPAL HLDGS INC(PYPL)16,45716,909+4521,1049870.52%-116
NETAPP INC(NTAP)22,10823,329+1,2212,6192,4981.31%-121
PTC INC(PTC)2,3952,070-3254863610.19%-126
GODADDY INC(GDDY)14,36214,540+1781,9651,8040.95%-161
SYSCO CORP(SYY)19,64819,498-1501,6181,4370.76%-181
SHIFT4 PMTS INC(FOUR)26,19828,976+2,7782,0281,8250.96%-203
ENERSYS(ENS)20,48014,344-6,1362,3132,1051.11%-208
PINTEREST INC54,52859,688+5,1601,7541,5450.81%-209
US FOODS HLDG CORP(USFD)18,62915,886-2,7431,4271,1970.63%-231
FIVE9 INC(FIVN)66,62768,463+1,8361,6121,3730.72%-240
EURONET WORLDWIDE INC(EEFT)16,28615,459-8271,4301,1770.62%-253
HALOZYME THERAPEUTICS INC26,93425,035-1,8991,9751,6850.89%-290
WEX INC6,5094,926-1,5831,0257340.39%-291
BLOCK H & R INC38,62136,798-1,8231,9531,6040.84%-349
IRON MTN INC DEL26,17727,420+1,2432,6682,2741.20%-394
NETEASE INC(NTES)19,19316,406-2,7872,9172,2581.19%-659
UNITED THERAPEUTICS CORP DEL(UTHR)6,9354,554-2,3812,9072,2191.17%-688
RAMBUS INC DEL(RMBS)23,59819,198-4,4002,4591,7640.93%-695
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