Aurora Investment Counsel Top Holdings and 13F Report (2025) About Aurora Investment CounselInvestment ActivityAurora Investment Counsel has $189.66 million in total holdings as of June 30, 2025.Aurora Investment Counsel owns shares of 107 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 17.54% of the portfolio was purchased this quarter.About 15.45% of the portfolio was sold this quarter.This quarter, Aurora Investment Counsel has purchased 110 new stocks and bought additional shares in 55 stocks.Aurora Investment Counsel sold shares of 34 stocks and completely divested from 20 stocks this quarter.Largest Holdings Booking $3,508,279Ameriprise Financial $3,151,142Essential Properties Realty Trust $3,129,158Fabrinet $3,127,439H&R Block $3,075,267 Largest New Holdings this Quarter 257651109 - Donaldson $2,412,062 Holding64110D104 - NetApp $2,336,535 Holding27579R104 - East West Bancorp $2,029,496 Holding670100205 - Novo Nordisk A/S $2,019,525 Holding45245E109 - IMAX $1,955,159 Holding Largest Purchases this Quarter Donaldson 34,781 shares (about $2.41M)NetApp 21,929 shares (about $2.34M)East West Bancorp 20,098 shares (about $2.03M)Novo Nordisk A/S 29,260 shares (about $2.02M)IMAX 69,927 shares (about $1.96M) Largest Sales this Quarter Oddity Tech Ltd. 24,743 shares (about $1.87M)Fabrinet 3,407 shares (about $1.00M)NetEase 6,777 shares (about $912.05K)Paycom Software 3,731 shares (about $863.35K)Liberty Energy 72,378 shares (about $830.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAurora Investment Counsel Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKNGBooking$3,508,279$295,251 ▼-7.8%6061.8%Retail/WholesaleAMPAmeriprise Financial$3,151,142$29,889 ▲1.0%5,9041.7%FinanceEPRTEssential Properties Realty Trust$3,129,158$20,295 ▲0.7%98,0621.6%FinanceFNFabrinet$3,127,439$1,003,975 ▼-24.3%10,6131.6%Computer and TechnologyHRBH&R Block$3,075,267$34,581 ▲1.1%56,0261.6%Consumer DiscretionarySTZConstellation Brands$3,016,738$43,273 ▲1.5%18,5441.6%Consumer StaplesJNPRJuniper Networks$2,927,428$27,991 ▲1.0%73,3141.5%Computer and TechnologyNTESNetEase$2,906,793$912,049 ▼-23.9%21,5991.5%Computer and TechnologyIRMIron Mountain$2,660,461$50,670 ▲1.9%25,9381.4%Business ServicesQCOMQUALCOMM$2,645,309$97,467 ▲3.8%16,6101.4%Computer and TechnologyWTRGEssential Utilities$2,621,787$43,751 ▲1.7%70,5921.4%UtilitiesLAMRLamar Advertising$2,600,866$3,884 ▲0.1%21,4311.4%FinanceADBEAdobe$2,573,526$49,134 ▲1.9%6,6521.4%Computer and TechnologySOSouthern$2,572,801$47,109 ▲1.9%28,0171.4%UtilitiesAZNAstraZeneca$2,563,618$31,446 ▲1.2%36,6861.4%MedicalPOWLPowell Industries$2,546,445$1,894 ▼-0.1%12,1001.3%IndustrialsHIGThe Hartford Insurance Group$2,544,251$48,972 ▲2.0%20,0541.3%FinanceORAOrmat Technologies$2,535,499$41,629 ▲1.7%30,2711.3%EnergyZTOZTO Express (Cayman)$2,510,826$57,599 ▲2.3%141,4551.3%TransportationIPARInterparfums$2,501,587$102,553 ▼-3.9%19,0511.3%Consumer DiscretionaryQLYSQualys$2,480,509$44,718 ▲1.8%17,3621.3%Computer and TechnologyCHDNChurchill Downs$2,480,156$47,571 ▲2.0%24,5561.3%Consumer DiscretionaryULTAUlta Beauty$2,473,832$599,745 ▼-19.5%5,2881.3%Retail/WholesalePAGSPagSeguro Digital$2,463,868$75,732 ▲3.2%255,5881.3%Business ServicesDCIDonaldson$2,412,062$2,412,062 ▲New Holding34,7811.3%IndustrialsWNS Holdings Limited$2,408,559$47,936 ▼-2.0%38,0861.3%COMNTAPNetApp$2,336,535$2,336,535 ▲New Holding21,9291.2%Computer and TechnologyKGSKodiak Gas Services$2,332,827$1,611 ▼-0.1%68,0721.2%EnergyCARRCarrier Global$2,280,161$58,113 ▲2.6%31,1541.2%ConstructionMTNVail Resorts$2,262,672$38,811 ▲1.7%14,4001.2%Consumer DiscretionaryYELPYelp$2,260,346$42,152 ▲1.9%65,9571.2%Computer and TechnologyBATRAAtlanta Braves$2,247,519$28,591 ▲1.3%45,6721.2%Consumer DiscretionaryBRCBrady$2,152,678$6,321 ▼-0.3%31,6711.1%IndustrialsKMIKinder Morgan$2,140,114$53,332 ▼-2.4%72,7931.1%EnergyDORMDorman Products$2,086,739$1,227 ▼-0.1%17,0111.1%Auto/Tires/TrucksNICENice$2,069,485$33,106 ▲1.6%12,2521.1%Computer and TechnologyPAYCPaycom Software$2,055,758$863,354 ▼-29.6%8,8841.1%Computer and TechnologyGRCGorman-Rupp$2,053,236$43,440 ▲2.2%55,9161.1%IndustrialsUTHRUnited Therapeutics$2,049,955$157,755 ▲8.3%7,1341.1%MedicalEWBCEast West Bancorp$2,029,496$2,029,496 ▲New Holding20,0981.1%FinanceNVONovo Nordisk A/S$2,019,525$2,019,525 ▲New Holding29,2601.1%MedicalHRMYHarmony Biosciences$1,986,945$38,268 ▲2.0%62,8781.0%MedicalRPRXRoyalty Pharma$1,972,498$123,295 ▲6.7%54,7461.0%MedicalCorpay, Inc.$1,958,070$78,641 ▼-3.9%5,9011.0%COMIMAXIMAX$1,955,159$1,955,159 ▲New Holding69,9271.0%Consumer DiscretionaryHSTHost Hotels & Resorts$1,951,380$285,542 ▲17.1%127,0431.0%FinanceGLGlobe Life$1,940,788$50,337 ▲2.7%15,6151.0%FinancePINSPinterest$1,934,396$1,934,396 ▲New Holding53,9431.0%Computer and TechnologyVITLVital Farms$1,900,384$508,541 ▲36.5%49,3351.0%Consumer StaplesOddity Tech Ltd.$1,896,486$1,867,355 ▼-49.6%25,1291.0%COMVIPSVipshop$1,890,807$1,890,807 ▲New Holding125,6351.0%Computer and TechnologyCHRDChord Energy$1,867,171$199,995 ▲12.0%19,2791.0%EnergyGLPIGaming and Leisure Properties$1,812,538$48,360 ▲2.7%38,8291.0%FinanceITGRInteger$1,804,093$1,804,093 ▲New Holding14,6711.0%MedicalALLEAllegion$1,796,600$10,233 ▲0.6%12,4660.9%IndustrialsENSEnersys$1,773,381$47,259 ▲2.7%20,6760.9%IndustrialsMIDDMiddleby$1,770,480$44,496 ▲2.6%12,2950.9%IndustrialsHALOHalozyme Therapeutics$1,716,036$39,587 ▼-2.3%32,9880.9%MedicalMAAMid-America Apartment Communities$1,702,115$1,332 ▼-0.1%11,5000.9%FinancePAXPatria Investments$1,698,420$19,136 ▼-1.1%120,7980.9%FinanceAXTAAxalta Coating Systems$1,697,140$57,747 ▲3.5%57,1620.9%Basic MaterialsCORCencora$1,689,655$189,505 ▼-10.1%5,6350.9%MedicalUSFDUS Foods$1,647,629$187,057 ▼-10.2%21,3950.9%Consumer StaplesAPLEApple Hospitality REIT$1,581,518$419,536 ▲36.1%135,5200.8%FinanceEGPEastGroup Properties$1,542,518$31,419 ▲2.1%9,2300.8%FinanceLNTHLantheus$1,505,324$3,847 ▲0.3%18,3890.8%MedicalSYYSysco$1,497,077$9,240 ▼-0.6%19,7660.8%Consumer StaplesRMBSRambus$1,492,370$1,492,370 ▲New Holding23,3110.8%Computer and TechnologyCROXCrocs$1,461,065$594,007 ▲68.5%14,4260.8%Consumer DiscretionaryCooper Companies, Inc.$1,427,185$1,427,185 ▲New Holding20,0560.8%COMViper Energy Inc.$1,425,566$129,184 ▲10.0%37,3870.8%COMPTCPTC$1,397,850$1,397,850 ▲New Holding8,1110.7%Computer and TechnologyCHXChampionX$1,392,804$1,540 ▲0.1%56,0710.7%ConstructionNBIXNeurocrine Biosciences$1,385,984$63,725 ▲4.8%11,0270.7%MedicalLULUlululemon athletica$1,375,113$652,870 ▲90.4%5,7880.7%Consumer DiscretionarySNSharkNinja$1,366,062$1,366,062 ▲New Holding13,8000.7%Retail/WholesaleEEFTEuronet Worldwide$1,363,561$1,014 ▼-0.1%13,4500.7%FinanceTFXTeleflex$1,324,093$406,922 ▼-23.5%11,1870.7%MedicalIDCCInterDigital$1,323,181$4,709 ▲0.4%5,9010.7%Computer and TechnologyCNMDCONMED$1,280,126$360,914 ▲39.3%24,5800.7%MedicalEATBrinker International$1,256,359$1,256,359 ▲New Holding6,9670.7%Retail/WholesaleFRMEFirst Merchants$1,252,448$16,316 ▼-1.3%32,7010.7%FinanceWTFCWintrust Financial$1,244,139$1,244,139 ▲New Holding10,0350.7%FinanceAMPHAmphastar Pharmaceuticals$1,222,689$19,011 ▼-1.5%53,2530.6%MedicalPYPLPayPal$1,219,517$13,155 ▲1.1%16,4090.6%Business ServicesGTLSChart Industries$1,192,066$111,797 ▲10.3%7,2400.6%IndustrialsAWIArmstrong World Industries$1,153,649$1,153,649 ▲New Holding7,1020.6%ConstructionEPAMEPAM Systems$1,124,222$45,266 ▲4.2%6,3580.6%Computer and TechnologySix Flags Entertainment Corp.$1,024,700$547,588 ▲114.8%33,6740.5%COMGPNGlobal Payments$1,014,187$9,045 ▲0.9%12,6710.5%Business ServicesWEXWEX$1,013,541$78,586 ▼-7.2%6,9000.5%Business ServicesFANGDiamondback Energy$1,006,318$52,075 ▲5.5%7,3240.5%EnergyMORNMorningstar$970,044$970,044 ▲New Holding3,0900.5%Business ServicesCHKChesapeake Energy$958,323$256,099 ▼-21.1%8,1950.5%EnergyEXPEExpedia Group$922,511$28,001 ▲3.1%5,4690.5%Retail/WholesaleELFe.l.f. Beauty$824,415$241,414 ▲41.4%6,6250.4%Consumer StaplesEAElectronic Arts$812,3940.0%5,0870.4%Consumer DiscretionaryFIFiserv$699,985$12,758 ▼-1.8%4,0600.4%Business ServicesMKCMcCormick & Company, Incorporated$624,150$6,293 ▼-1.0%8,2320.3%Consumer StaplesGNTXGentex$533,917$533,917 ▲New Holding24,2800.3%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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