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13F-HR filed by Aurora Investment Counsel

Aurora Investment Counsel filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-30, with 107 holding rows worth $189,662,783.

Accession
0001062993-25-013273
Filed
2025-07-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 107 entries on the cover page, a total value of $189,662,783 stated on the cover page (in dollars after the unit check, H1), rows summing to $189,662,783 with VALUE read as dollars as filed, 13F file number 028-11093. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Booking Holdings Inc.09857L108COM606$3,508,279dollars as filed
AMERIPRISE FINL INC COM03076C106Stock5,904$3,151,142dollars as filed
ESSENTIAL PPTYS RLTY TR INC COM29670E107REIT98,062$3,129,158dollars as filed
FABRINET SHSG3323L100Stock10,613$3,127,439dollars as filed
BLOCK H & R INC COM093671105Stock56,026$3,075,267dollars as filed
CONSTELLATION BRANDS INC CL A21036P108Stock18,544$3,016,738dollars as filed
JUNIPER NETWORKS INC48203R104COM73,314$2,927,428dollars as filed
NETEASE COM INC SPONSORED ADS64110W102ADR21,599$2,906,793dollars as filed
IRON MTN INC DEL COM46284V101REIT25,938$2,660,461dollars as filed
Qualcomm Incorporated747525103COM16,610$2,645,309dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock70,592$2,621,787dollars as filed
LAMAR ADVERTISING CO CL A512816109REIT21,431$2,600,866dollars as filed
Adobe Inc00724F101COM6,652$2,573,526dollars as filed
Southern Company842587107COM28,017$2,572,801dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR36,686$2,563,618dollars as filed
POWELL INDS INC739128106COM12,100$2,546,445dollars as filed
HARTFORD INSURANCE GROUP INC COM416515104Stock20,054$2,544,251dollars as filed
ORMAT TECHNOLOGIES INC686688102COM30,271$2,535,499dollars as filed
ZTO EXPRESS CAYMAN INC98980A105SPONSORED ADS A141,455$2,510,826dollars as filed
INTERPARFUMS INC COM458334109Stock19,051$2,501,587dollars as filed
QUALYS INC COM74758T303Stock17,362$2,480,509dollars as filed
CHURCHILL DOWNS INC171484108COM24,556$2,480,156dollars as filed
ULTA BEAUTY INC COM90384S303Stock5,288$2,473,832dollars as filed
PAGSEGURO DIGITAL LTDG68707101COM CL A255,588$2,463,868dollars as filed
DONALDSON INC COM257651109Stock34,781$2,412,062dollars as filed
WNS HLDGS LTD COM SHSG98196101Stock38,086$2,408,559dollars as filed
NETAPP INC COM64110D104Stock21,929$2,336,535dollars as filed
KODIAK GAS SVCS INC50012A108COM68,072$2,332,827dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock31,154$2,280,161dollars as filed
VAIL RESORTS INC COM91879Q109Stock14,400$2,262,672dollars as filed
YELP INC CL A985817105Stock65,957$2,260,346dollars as filed
ATLANTA BRAVES HLDGS INC047726104COM SER A45,672$2,247,519dollars as filed
BRADY CORP104674106CL A31,671$2,152,678dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock72,793$2,140,114dollars as filed
DORMAN PRODS INC258278100COM17,011$2,086,739dollars as filed
NICE LTD SPONSORED ADR653656108ADR12,252$2,069,485dollars as filed
PAYCOMSOFTWAREINC70432V102STOK8,884$2,055,758dollars as filed
GORMAN RUPP CO COM383082104Stock55,916$2,053,236dollars as filed
UNITED THERAPEUTICS CORP DEL COM91307C102Stock7,134$2,049,955dollars as filed
EAST WEST BANCORP INC COM27579R104Stock20,098$2,029,496dollars as filed
NOVO-NORDISK A S ADR670100205ADR29,260$2,019,525dollars as filed
HARMONY BIOSCIENCES HLDGS IN413197104COM62,878$1,986,945dollars as filed
ROYALTY PHARMA PLCG7709Q104SHS CLASS A54,746$1,972,498dollars as filed
CORPAY INC COM SHS219948106Stock5,901$1,958,070dollars as filed
IMAX CORP45245E109COM69,927$1,955,159dollars as filed
HOST HOTELS & RESORTS INC COM44107P104REIT127,043$1,951,380dollars as filed
GLOBE LIFE INC37959E102COM15,615$1,940,788dollars as filed
PINTEREST INC CL A72352L106Stock53,943$1,934,396dollars as filed
VITAL FARMS INC92847W103COM49,335$1,900,384dollars as filed
ODDITY TECH LTD SHS CL AM7518J104Stock25,129$1,896,486dollars as filed
VIPSHOP HLDGS LTD SPONSORED ADS A92763W103ADR125,635$1,890,807dollars as filed
CHORD ENERGY CORPORATION674215207COM NEW19,279$1,867,171dollars as filed
GAMING & LEISURE P COM36467J108REIT38,829$1,812,538dollars as filed
INTEGER HLDGS CORP45826H109COM14,671$1,804,093dollars as filed
ALLEGION PLCG0176J109ORD SHS12,466$1,796,600dollars as filed
ENERSYS COM29275Y102Stock20,676$1,773,381dollars as filed
MIDDLEBYCORP596278101STOK12,295$1,770,480dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock32,988$1,716,036dollars as filed
MID AMERICA APARTMENT COMMUNITIES INC.59522J103Common Stock, par value $0.01 per share11,500$1,702,115dollars as filed
PATRIA INVESTMENTS LIMITEDG69451105COM CL A120,798$1,698,420dollars as filed
AXALTA COATING SYS LTD COMG0750C108Stock57,162$1,697,140dollars as filed
CENCORA INC COM03073E105Stock5,635$1,689,655dollars as filed
US FOODS HLDG CORP COM912008109Stock21,395$1,647,629dollars as filed
APPLE HOSPITALITY REIT INC COM NEW03784Y200REIT135,520$1,581,518dollars as filed
EASTGROUP PPTYS INC277276101COM9,230$1,542,518dollars as filed
LANTHEUS HLDGS INC516544103COM18,389$1,505,324dollars as filed
SYSCOCORP871829107COM19,766$1,497,077dollars as filed
RAMBUS INC DEL COM750917106Stock23,311$1,492,370dollars as filed
CROCS INC COM227046109Stock14,426$1,461,065dollars as filed
COOPER COS INC216648501COM20,056$1,427,185dollars as filed
VIPER ENERGY INC927959106CL A37,387$1,425,566dollars as filed
PTC INC COM69370C100Stock8,111$1,397,850dollars as filed
CHAMPIONX CORPORATION15872M104COM56,071$1,392,804dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM11,027$1,385,984dollars as filed
LULULEMON ATHLETICA INC550021109COM5,788$1,375,113dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock13,800$1,366,062dollars as filed
EURONET WORLDWIDE INC COM298736109Stock13,450$1,363,561dollars as filed
TELEFLEX INCORPORATED879369106COM11,187$1,324,093dollars as filed
INTERDIGITAL INC COM45867G101Stock5,901$1,323,181dollars as filed
CONMED CORP COM207410101Stock24,580$1,280,126dollars as filed
BRINKER INTL INC COM109641100Stock6,967$1,256,359dollars as filed
FIRST MERCHANTS CORP COM320817109Stock32,701$1,252,448dollars as filed
WINTRUST FINL CORP COM97650W108Stock10,035$1,244,139dollars as filed
AMPHASTAR PHARMACEUTICALS IN03209R103COM53,253$1,222,689dollars as filed
PAYPALHLDGSINC70450Y103STOK16,409$1,219,517dollars as filed
CHART INDS INC16115Q308COM7,240$1,192,066dollars as filed
ARMSTRONG WORLD INDS INC NEW04247X102COM7,102$1,153,649dollars as filed
EPAM SYS INC COM29414B104Stock6,358$1,124,222dollars as filed
SIX FLAGS ENTERTAINMENT CORP COM83001C108Stock33,674$1,024,700dollars as filed
GLOBAL PMTS INC37940X102COM12,671$1,014,187dollars as filed
WEX INC96208T104COM6,900$1,013,541dollars as filed
DIAMONDBACK ENERGY INC COM25278X109Stock7,324$1,006,318dollars as filed
MORNINGSTAR INC COM617700109Stock3,090$970,044dollars as filed
EXPAND ENERGY CORPORATION COM165167735Stock8,195$958,323dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock5,469$922,511dollars as filed
ELFBEAUTYINC26856L103STOK6,625$824,415dollars as filed
ELECTRONIC ARTS INC COM285512109Stock5,087$812,394dollars as filed
FISERV INC337738108COM4,060$699,985dollars as filed
MCCORMICK & CO INC COM NON VTG579780206Stock8,232$624,150dollars as filed
GENTEX CORP COM371901109Stock24,280$533,917dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock4,585$442,452dollars as filed
INTERNATIONAL SEAWAYS INC COMY41053102Stock11,292$411,932dollars as filed
GENERAL MILLS INC COM370334104Stock6,832$353,966dollars as filed
UNITIL CORP COM913259107Stock6,426$335,116dollars as filed
OGE ENERGY CORP670837103COM7,375$327,302dollars as filed
NISOURCE INC COM65473P105Stock6,360$256,562dollars as filed
LIBERTY ENERGY INC53115L104COM CL A12,810$147,059dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001062993-25-013273this filing2025-07-30acceptance time not in the bulk data set