Fund HoldingsAurora Investment Counsel

Total Portfolio Value
$190.24M
Total Bought
$138.29M
Total Sold
$138.93M
Net Transaction
-$640.5K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ZTO EXPRESS CAYMAN INC0153,811+153,81103,2131.69%+3,213
ENTERGY CORP NEW033,183+33,18303,0671.61%+3,067
AMERIPRISE FINL INC(AMP)05,926+5,92602,9061.53%+2,906
BOOKING HOLDINGS INC(BKNG)0526+52602,8171.48%+2,817
ESSENTIAL UTILS INC073,169+73,16902,8071.48%+2,807
TWILIO INC(TWLO)019,184+19,18402,7291.43%+2,729
VICTORY CAP HLDGS INC042,623+42,62302,6891.41%+2,689
GENPACT LIMITED056,273+56,27302,6321.38%+2,632
PAGSEGURO DIGITAL LTD(PAGS)0270,454+270,45402,6071.37%+2,607
DELL TECHNOLOGIES INC(DELL)020,666+20,66602,6011.37%+2,601
COPART INC(CPRT)064,879+64,87902,5401.34%+2,540
KODIAK GAS SVCS INC067,192+67,19202,5131.32%+2,513
NETAPP INC(NTAP)023,329+23,32902,4981.31%+2,498
ADOBE INC07,083+7,08302,4791.30%+2,479
BRADY CORP(BRC)031,608+31,60802,4771.30%+2,477
QUALYS INC(QLYS)018,453+18,45302,4521.29%+2,452
PROGRESSIVE CORP(PGR)010,752+10,75202,4481.29%+2,448
EAST WEST BANCORP INC(EWBC)021,609+21,60902,4291.28%+2,429
WORKDAY INC010,974+10,97402,3571.24%+2,357
BRIGHT HORIZONS FAM SOL IN D(BFAM)023,098+23,09802,3421.23%+2,342
CARGURUS INC(CARG)060,987+60,98702,3391.23%+2,339
HOST HOTELS & RESORTS INC0129,211+129,21102,2911.20%+2,291
IRON MTN INC DEL027,420+27,42002,2741.20%+2,274
NOVO-NORDISK A S(NVO)044,385+44,38502,2581.19%+2,258
NETEASE INC(NTES)016,406+16,40602,2581.19%+2,258
UNITED THERAPEUTICS CORP DEL(UTHR)04,554+4,55402,2191.17%+2,219
BIRKENSTOCK HOLDING PLC053,697+53,69702,1961.15%+2,196
DRAFTKINGS INC NEW(DKNG)062,602+62,60202,1571.13%+2,157
YELP INC(YELP)069,719+69,71902,1191.11%+2,119
ENERSYS(ENS)014,344+14,34402,1051.11%+2,105
SPROUTS FMRS MKT INC025,780+25,78002,0541.08%+2,054
KINDER MORGAN INC DEL073,839+73,83902,0301.07%+2,030
ROYALTY PHARMA PLC(RPRX)052,276+52,27602,0201.06%+2,020
ATLANTA BRAVES HLDGS INC047,437+47,43702,0161.06%+2,016
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
SHIFT4 PMTS INC(FOUR)028,976+28,97601,8250.96%+1,825
CORPAY INC(CPAY)06,054+6,05401,8220.96%+1,822
SHARKNINJA INC(SN)016,275+16,27501,8210.96%+1,821
V2X INC(VVX)033,305+33,30501,8170.95%+1,817
GODADDY INC(GDDY)014,540+14,54001,8040.95%+1,804
PATRIA INVESTMENTS LIMITED0113,042+113,04201,7960.94%+1,796
CARRIER GLOBAL CORPORATION(CARR)033,286+33,28601,7590.92%+1,759
AXALTA COATING SYS LTD(AXTA)054,320+54,32001,7550.92%+1,755
VIPSHOP HLDGS LTD(VIPS)098,009+98,00901,7340.91%+1,734
HALOZYME THERAPEUTICS INC025,035+25,03501,6850.89%+1,685
GAMING & LEISURE PPTYS INC037,665+37,66501,6830.88%+1,683
APPLE HOSPITALITY REIT INC(APLE)0140,926+140,92601,6700.88%+1,670
KAROOOOO LTD(KARO)036,283+36,28301,6510.87%+1,651
PINTEREST INC059,688+59,68801,5450.81%+1,545
NEUROCRINE BIOSCIENCES INC(NBIX)010,815+10,81501,5340.81%+1,534
WINTRUST FINL CORP010,841+10,84101,5160.80%+1,516
VIPER ENERGY INC037,054+37,05401,4310.75%+1,431
EXPEDIA GROUP INC(EXPE)04,868+4,86801,3790.72%+1,379
EPAM SYS INC06,626+6,62601,3580.71%+1,358
ARMSTRONG WORLD INDS INC(AWI)07,051+7,05101,3470.71%+1,347
APTARGROUP INC010,743+10,74301,3100.69%+1,310
VITAL FARMS INC039,675+39,67501,2670.67%+1,267
VIKING HOLDINGS LTD017,425+17,42501,2440.65%+1,244
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
CHART INDS INC05,058+5,05801,0430.55%+1,043
PAYCOM SOFTWARE INC(PAYC)06,411+6,41101,0220.54%+1,022
PAYPAL HLDGS INC(PYPL)016,909+16,90909870.52%+987
NICE LTD(NICE)06,682+6,68207550.40%+755
WEX INC04,926+4,92607340.39%+734
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
CHURCHILL DOWNS INC(CHDN)24,70225,618+9162,3962,9151.53%+518
PRICE T ROWE GROUP INC04,507+4,50704610.24%+461
CME GROUP INC(CME)01,565+1,56504270.22%+427
COOPER COS INC(COO)20,69822,381+1,6831,4191,8340.96%+415
INTERNATIONAL SEAWAYS INC08,364+8,36404060.21%+406
DOLBY LABORATORIES INC(DLB)06,235+6,23504000.21%+400
MCCORMICK & CO INC(MKC)05,361+5,36103650.19%+365
PTC INC(PTC)02,070+2,07003610.19%+361
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
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
GEN DIGITAL INC(GEN)48,58954,905+6,3161,3791,4930.78%+113
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
GLOBE LIFE INC13,73814,301+5631,9642,0001.05%+36
UNITIL CORP(UTL)6,3806,300-803053050.16%-0
OGE ENERGY CORP(OGE)7,3757,37503413150.17%-26
GENERAL MLS INC(GIS)6,7866,707-793423120.16%-30
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
GENTEX CORP(GNTX)16,37916,177-2024643760.20%-87
BRINKER INTL INC(EAT)7,1195,649-1,4709028110.43%-91
SOUTHERN CO(SO)27,86729,219+1,3522,6412,5481.34%-93
SYSCO CORP(SYY)19,64819,498-1501,6181,4370.76%-181
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
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