Aurora Investment Counsel
ATLANTA, GA
$194m in 113 US stocks at the end of 30 June 2026. The top 10 are 15.0% of the money. It changed about 24.1% of the portfolio this quarter.
Value
$194m
Stocks
113
Top 10 share
15.0%
Turnover
24.1%
What changed this quarter
New
Bought for the first time this quarter.
- InterfaceTILE1.6% of the fund
- e.l.f. BeautyELF1.5% of the fund
- AllegionALLE1.5% of the fund
- LyftLYFT1.4% of the fund
- Dominos PizzaDPZ1.2% of the fund
- EvercoreEVR1.2% of the fund
- InsuletPODD1.1% of the fund
- ANI PharmaceuticalsANIP1.1% of the fund
- KBRKBR1.1% of the fund
- ChewyCHWY1.1% of the fund
- MckessonMCK1.1% of the fund
- AmphenolAPH1.1% of the fund
- TrimbleTRMB1.0% of the fund
- Boston ScientificBSX1.0% of the fund
- Roper TechnologiesROP0.9% of the fund
- FrontdoorFTDR0.9% of the fund
- BorgwarnerBWA0.9% of the fund
- AmrizeAMRZ0.7% of the fund
- XylemXYL0.3% of the fund
- ZoetisZTS0.3% of the fund
- AutolivALV0.2% of the fund
Added
Bought more of a stock they already held.
- Urban OutfittersURBN1.4% of the fund+2%
- NasdaqNDAQ1.3% of the fund+2%
- Harmony Biosciences HoldingsHRMY1.2% of the fund+4%
- Veeva SystemsVEEV1.0% of the fund+2%
- Bright Horizons Family SolutionsBFAM1.0% of the fund+2%
- HaemoneticsHAE1.0% of the fund+18%
- CopartCPRT0.9% of the fund+2%
- Waystar HoldingWAY0.9% of the fund+9%
- AptargroupATR0.8% of the fund+12%
- Euronet WorldwideEEFT0.7% of the fund+11%
- InterparfumsIPAR0.3% of the fund+14%
- Dolby LaboratoriesDLB0.3% of the fund+54%
- McCormickMKC0.2% of the fund+35%
Cut
Sold some of their stake.
- ZTO Express CaymanZTO1.7% of the fund-3%
- Dorman ProductsDORM1.6% of the fund-10%
- MaplebearCART1.5% of the fund-3%
- Essential Properties Realty TrustEPRT1.4% of the fund-2%
- Primo BrandsPRMB1.4% of the fund-4%
- Essential UtilitiesWTRG1.4% of the fund-3%
- Southern CompanySO1.3% of the fund-4%
- QualysQLYS1.3% of the fund-3%
- Victory Capital HoldingsVCTR1.3% of the fund-26%
- Extreme NetworksEXTR1.3% of the fund-56%
- Kinsale Capital GroupKNSL1.2% of the fund-2%
- DexcomDXCM1.2% of the fund-3%
- PaychexPAYX1.2% of the fund-2%
- Blue BirdBLBD1.2% of the fund-22%
- Globe LifeGL1.2% of the fund-7%
- Churchill DownsCHDN1.2% of the fund-3%
- Dell TechnologiesDELL1.2% of the fund-76%
- Novo Nordisk A SNVO1.1% of the fund-3%
- Hartford Insurance GroupHIG1.1% of the fund-4%
- NetAppNTAP1.1% of the fund-40%
- SharkNinjaSN1.0% of the fund-12%
- Factset Research SystemsFDS1.0% of the fund-4%
- YelpYELP1.0% of the fund-3%
- Netease.comNTES0.9% of the fund-11%
- CorpayCPAY0.9% of the fund-15%
Sold out
Sold their entire stake.
- EntergyETR-100%
- QualcommQCOM-100%
- TwilioTWLO-100%
- Verra MobilityVRRM-100%
- Host Hotels & ResortsHST-100%
- East West BancorpEWBC-100%
- Royalty PharmaRPRX-100%
- ImaxIMAX-100%
- Wintrust FinancialWTFC-100%
- Eastgroup PropertiesEGP-100%
- Vital FarmsVITL-100%
- RambusRMBS-100%
- Expedia GroupEXPE-100%
- United TherapeuticsUTHR-100%
Holdings
- ZTO Express CaymanZTO
- Share
- 1.7%
- Value
- $3m
- Shares
- 144,891
-3%
- Netease.comNTES
- Share
- 0.9%
- Value
- $2m
- Shares
- 13,967
-11%
- Vipshop HldgsVIPS
- Share
- 0.6%
- Value
- $1m
- Shares
- 92,555
Held
- Chart Inds
- Share
- 0.5%
- Value
- $975,750
- Shares
- 4,670
-4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ZTO Express CaymanZTO | 1.7% | $3m | 144,891 | -3% |
| Dorman ProductsDORM | 1.6% | $3m | 23,165 | -10% |
| InterfaceTILE | 1.6% | $3m | 84,917 | New |
| Booking HoldingsBKNG | 1.5% | $3m | 16,258 | Held |
| MaplebearCART | 1.5% | $3m | 60,989 | -3% |
| e.l.f. BeautyELF | 1.5% | $3m | 38,751 | New |
| AllegionALLE | 1.5% | $3m | 20,249 | New |
| Urban OutfittersURBN | 1.4% | $3m | 38,919 | +2% |
| Essential Properties Realty TrustEPRT | 1.4% | $3m | 91,448 | -2% |
| Primo BrandsPRMB | 1.4% | $3m | 111,049 | -4% |
| LyftLYFT | 1.4% | $3m | 181,830 | New |
| Essential UtilitiesWTRG | 1.4% | $3m | 68,633 | -3% |
| Ameriprise FinancialAMP | 1.3% | $3m | 5,672 | Held |
| Southern CompanySO | 1.3% | $3m | 26,807 | -4% |
| QualysQLYS | 1.3% | $3m | 18,653 | -3% |
| Victory Capital HoldingsVCTR | 1.3% | $3m | 30,082 | -26% |
| NasdaqNDAQ | 1.3% | $2m | 31,708 | +2% |
| Birkenstock HoldingBIRK | 1.3% | $2m | 57,846 | Held |
| Extreme NetworksEXTR | 1.3% | $2m | 75,864 | -56% |
| Dominos PizzaDPZ | 1.2% | $2m | 8,123 | New |
| AstrazenecaAZN | 1.2% | $2m | 12,616 | Held |
| Harmony Biosciences HoldingsHRMY | 1.2% | $2m | 65,148 | +4% |
| Kinsale Capital GroupKNSL | 1.2% | $2m | 7,130 | -2% |
| PagSeguro DigitalPAGS | 1.2% | $2m | 258,667 | Held |
| DexcomDXCM | 1.2% | $2m | 34,744 | -3% |
| ProgressivePGR | 1.2% | $2m | 10,649 | Held |
| PaychexPAYX | 1.2% | $2m | 23,257 | -2% |
| Blue BirdBLBD | 1.2% | $2m | 28,937 | -22% |
| Globe LifeGL | 1.2% | $2m | 12,763 | -7% |
| EvercoreEVR | 1.2% | $2m | 6,658 | New |
| Churchill DownsCHDN | 1.2% | $2m | 25,269 | -3% |
| Dell TechnologiesDELL | 1.2% | $2m | 5,184 | -76% |
| InsuletPODD | 1.1% | $2m | 14,672 | New |
| ANI PharmaceuticalsANIP | 1.1% | $2m | 26,890 | New |
| Sprouts Farmers MarketSFM | 1.1% | $2m | 26,313 | Held |
| KBRKBR | 1.1% | $2m | 63,509 | New |
| ChewyCHWY | 1.1% | $2m | 110,648 | New |
| Novo Nordisk A SNVO | 1.1% | $2m | 44,484 | -3% |
| Hartford Insurance GroupHIG | 1.1% | $2m | 15,957 | -4% |
| MckessonMCK | 1.1% | $2m | 2,797 | New |
| NetAppNTAP | 1.1% | $2m | 13,536 | -40% |
| AmphenolAPH | 1.1% | $2m | 11,701 | New |
| Veeva SystemsVEEV | 1.0% | $2m | 11,427 | +2% |
| CarGurusCARG | 1.0% | $2m | 58,597 | Held |
| SharkNinjaSN | 1.0% | $2m | 13,028 | -12% |
| Factset Research SystemsFDS | 1.0% | $2m | 8,616 | -4% |
| Bright Horizons Family SolutionsBFAM | 1.0% | $2m | 27,709 | +2% |
| IntuitINTU | 1.0% | $2m | 7,512 | Held |
| TrimbleTRMB | 1.0% | $2m | 37,588 | New |
| HaemoneticsHAE | 1.0% | $2m | 25,501 | +18% |
| Boston ScientificBSX | 1.0% | $2m | 43,857 | New |
| YelpYELP | 1.0% | $2m | 76,040 | -3% |
| CopartCPRT | 0.9% | $2m | 65,083 | +2% |
| Addus HomeCareADUS | 0.9% | $2m | 18,120 | Held |
| Netease.comNTES | 0.9% | $2m | 13,967 | -11% |
| Waystar HoldingWAY | 0.9% | $2m | 85,951 | +9% |
| Axalta Coating SystemsAXTA | 0.9% | $2m | 51,119 | Held |
| CorpayCPAY | 0.9% | $2m | 5,240 | -15% |
| Roper TechnologiesROP | 0.9% | $2m | 5,154 | New |
| FrontdoorFTDR | 0.9% | $2m | 22,070 | New |
| BorgwarnerBWA | 0.9% | $2m | 25,506 | New |
| KaroooooKARO | 0.9% | $2m | 34,249 | -4% |
| WorkdayWDAY | 0.9% | $2m | 13,698 | Held |
| Gen DigitalGEN | 0.8% | $2m | 66,099 | -5% |
| PinterestPINS | 0.8% | $2m | 78,052 | Held |
| BallBALL | 0.8% | $2m | 25,825 | Held |
| AdobeADBE | 0.8% | $2m | 7,764 | Held |
| Kinder MorganKMI | 0.8% | $2m | 47,967 | -7% |
| Shift4 PaymentsFOUR | 0.8% | $2m | 31,430 | Held |
| Gaming & Leisure PropertiesGLPI | 0.8% | $2m | 34,128 | Held |
| Cooper CompaniesCOO | 0.8% | $1m | 20,867 | Held |
| DraftKingsDKNG | 0.8% | $1m | 59,145 | -3% |
| MorningstarMORN | 0.8% | $1m | 9,515 | Held |
| AptargroupATR | 0.8% | $1m | 11,785 | +12% |
| Neurocrine BiosciencesNBIX | 0.8% | $1m | 8,724 | -14% |
| Bentley SystemsBSY | 0.8% | $1m | 48,987 | -2% |
| GenpactG | 0.7% | $1m | 52,716 | -3% |
| Viper EnergyVNOM | 0.7% | $1m | 34,032 | -4% |
| Halozyme TherapeuticsHALO | 0.7% | $1m | 18,233 | Held |
| AmrizeAMRZ | 0.7% | $1m | 26,645 | New |
| Five9FIVN | 0.7% | $1m | 64,127 | -5% |
| BradyBRC | 0.7% | $1m | 14,657 | -33% |
| Diamondback EnergyFANG | 0.7% | $1m | 7,478 | -9% |
| Euronet WorldwideEEFT | 0.7% | $1m | 17,744 | +11% |
| Paycom SoftwarePAYC | 0.7% | $1m | 10,232 | Held |
| V2XVVX | 0.7% | $1m | 17,229 | -21% |
| Vipshop HldgsVIPS | 0.6% | $1m | 92,555 | Held |
| ExelonEXC | 0.6% | $1m | 25,066 | -2% |
| GoDaddyGDDY | 0.6% | $1m | 13,444 | -4% |
| Patria InvestmentsPAX | 0.6% | $1m | 99,460 | -7% |
| DonaldsonDCI | 0.5% | $1m | 11,385 | -44% |
| Armstrong World IndustriesAWI | 0.5% | $1m | 6,311 | -6% |
| Keurig Dr PepperKDP | 0.5% | $1m | 30,602 | Held |
| monday.comMNDY | 0.5% | $1m | 13,825 | -21% |
| Viking HoldingsVIK | 0.5% | $981,281 | 9,375 | -44% |
| Chart Inds | 0.5% | $975,750 | 4,670 | -4% |
| Levi StraussLEVI | 0.3% | $678,927 | 27,343 | -5% |
| EPAM SystemsEPAM | 0.3% | $578,462 | 7,290 | Held |
| WEXWEX | 0.3% | $565,207 | 4,006 | -11% |
| XylemXYL | 0.3% | $558,306 | 4,723 | New |
Showing the largest 100 of 113.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 2.5% since 30 June 2025.
Where the money is
Technology21.5%
Retail & consumer18.2%
Financial services15.2%
Health care14.6%
Industrials7.4%
Everyday goods6.4%
Materials4.0%
Utilities3.4%
Real estate2.3%
Energy2.2%
Media & telecom0.8%
Other4.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.