Aurora Investment Counsel Portfolio Stock Holdings

According to the SEC 13F filed on August 10, 2026, Aurora Investment Counsel disclosed 112 stock positions valued at approximately $194.41M as of quarter-end June 30, 2026. The largest holdings include ZTO EXPRESS CAYMAN INC, DORMAN PRODS INC, and INTERFACE INC.

Report Period
June 30, 2026
No. of Stocks
112
Portfolio Value
$194.41M
Holdings by Sector
Aurora Investment Counsel Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ZTO EXPRESS CAYMAN INCZTOIndustrials1.67%144,891-4,304-2.88%$3,242,661
DORMAN PRODS INCDORMConsumer Cyclical1.63%23,165-2,447-9.55%$3,160,864
INTERFACE INCTILEIndustrials1.57%84,917+84,917+100.00%$3,043,425
BOOKING HOLDINGS INCBKNGConsumer Cyclical1.49%16,258+15,611+2412.83%$2,897,826
MAPLEBEAR INCCARTConsumer Cyclical1.49%60,989-1,688-2.69%$2,887,829
E L F BEAUTY INCELFConsumer Defensive1.48%38,751+38,751+100.00%$2,867,574
ALLEGION PLCALLEIndustrials1.46%20,249+20,249+100.00%$2,844,782
URBAN OUTFITTERS INCURBNConsumer Cyclical1.42%38,919+890+2.34%$2,757,800
ESSENTIAL PPTYS RLTY TR INCEPRTReal Estate1.40%91,448-1,870-2.00%$2,729,723
PRIMO BRANDS CORPORATIONPRMBConsumer Defensive1.40%111,049-4,927-4.25%$2,714,038
LYFT INCLYFTTechnology1.37%181,830+181,830+100.00%$2,656,536
ESSENTIAL UTILS INCWTRGUtilities1.35%68,633-2,051-2.90%$2,629,330
AMERIPRISE FINL INCAMPFinancial Services1.34%5,672-68-1.18%$2,602,087
SOUTHERN COSOUtilities1.32%26,807-1,083-3.88%$2,565,698
QUALYS INCQLYSTechnology1.32%18,653-489-2.55%$2,564,601
VICTORY CAP HLDGS INC DELVCTRFinancial Services1.30%30,082-10,761-26.35%$2,528,693
NASDAQ INCNDAQFinancial Services1.29%31,708+748+2.42%$2,499,225
BIRKENSTOCK HOLDING PLCBIRKOther1.28%57,846-255-0.44%$2,489,113
EXTREME NETWORKS INCEXTRTechnology1.26%75,864-95,002-55.60%$2,455,718
DOMINOS PIZZA INCDPZConsumer Cyclical1.24%8,123+8,123+100.00%$2,404,733
HARMONY BIOSCIENCES HLDGS INHRMYHealthcare1.22%65,148+2,365+3.77%$2,372,039
KINSALE CAP GROUP INCKNSLFinancial Services1.21%7,130-158-2.17%$2,351,545
PAGSEGURO DIGITAL LTDPAGSTechnology1.20%258,667-4,963-1.88%$2,340,936
DEXCOM INCDXCMHealthcare1.20%34,744-892-2.50%$2,340,008
PROGRESSIVE CORPPGRFinancial Services1.20%10,649+128+1.22%$2,326,274
PAYCHEX INCPAYXTechnology1.18%23,257-583-2.45%$2,286,861
BLUE BIRD CORPBLBDIndustrials1.18%28,937-8,187-22.05%$2,284,866
GLOBE LIFE INCGLFinancial Services1.17%12,763-1,022-7.41%$2,280,493
EVERCORE INCEVRFinancial Services1.17%6,658+6,658+100.00%$2,273,308
CHURCHILL DOWNS INCCHDNConsumer Cyclical1.17%25,269-655-2.53%$2,265,113
Showing 30 of 112 holdings in the latest reporting period.