13F HOLDINGS REPORT
Aurora Investment Counsel
Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001062993-25-016590
Total Value
$190.9M
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Entergy Corp. | ENO | 33,476 | $3.1M | 1.63% |
| 2 | NetEase, Inc. | NETTF | 19,193 | $2.9M | 1.53% |
| 3 | QUALCOMM Incorporated | QCOM | 17,500 | $2.9M | 1.52% |
| 4 | United Therapeutics Corp. | UTHR | 6,935 | $2.9M | 1.52% |
| 5 | Ameriprise Financial, Inc. | 03076C106 | 5,891 | $2.9M | 1.52% |
| 6 | Essential Properties Realty Tr | 29670E107 | 97,239 | $2.9M | 1.52% |
| 7 | Ormat Technologies, Inc. | ORA | 29,873 | $2.9M | 1.51% |
| 8 | ZTO Express (Cayman) Inc. | ZTOEF | 149,433 | $2.9M | 1.50% |
| 9 | Essential Utilities, Inc. | 29670G102 | 70,401 | $2.8M | 1.47% |
| 10 | AstraZeneca PLC | AZN | 36,425 | $2.8M | 1.46% |
| 11 | Booking Holdings Inc. | BKNG | 516 | $2.8M | 1.46% |
| 12 | Iron Mountain Inc. | 46284V101 | 26,177 | $2.7M | 1.40% |
| 13 | Vipshop Holdings Limited | VIPS | 134,817 | $2.6M | 1.39% |
| 14 | Lamar Advertising Company | LAMR | 21,594 | $2.6M | 1.38% |
| 15 | Donaldson Company, Inc. | DCI | 32,284 | $2.6M | 1.38% |
| 16 | Southern Company | SOMN | 27,867 | $2.6M | 1.38% |
| 17 | Gorman-Rupp Company | GRC | 56,519 | $2.6M | 1.37% |
| 18 | NetApp, Inc. | NTAP | 22,108 | $2.6M | 1.37% |
| 19 | PagSeguro Digital Ltd. | PAGS | 260,166 | $2.6M | 1.36% |
| 20 | Hartford Insurance Group, Inc. | HIG-PG | 19,124 | $2.6M | 1.34% |
| 21 | Constellation Brands Inc. | STZ | 18,500 | $2.5M | 1.30% |
| 22 | Kodiak Gas Services, Inc. | 50012A108 | 66,795 | $2.5M | 1.29% |
| 23 | Brady Corp. | BRC | 31,624 | $2.5M | 1.29% |
| 24 | Rambus Inc. | RMBS | 23,598 | $2.5M | 1.29% |
| 25 | InPost S.A. | 45784C100 | 396,876 | $2.4M | 1.27% |
| 26 | Adobe Inc. | ADBE | 6,830 | $2.4M | 1.26% |
| 27 | Churchill Downs, Inc. | CHDN | 24,702 | $2.4M | 1.26% |
| 28 | Enersys | ENS | 20,480 | $2.3M | 1.21% |
| 29 | Powell Industries, Inc. | 739128106 | 7,578 | $2.3M | 1.21% |
| 30 | IMAX Corporation | IMAX | 70,235 | $2.3M | 1.20% |
| 31 | Dexcom Inc. | DXCM | 33,994 | $2.3M | 1.20% |
| 32 | Qualys, Inc. | QLYS | 17,256 | $2.3M | 1.20% |
| 33 | East West Bancorp, Inc. | EWBC | 21,219 | $2.3M | 1.18% |
| 34 | Birkenstock Holding PLC | BIRK | 49,407 | $2.2M | 1.17% |
| 35 | Genpact Ltd. | G | 53,323 | $2.2M | 1.17% |
| 36 | Victory Capital Holdings, Inc. | 92645B103 | 34,044 | $2.2M | 1.15% |
| 37 | CarGurus, Inc. | CARG | 58,392 | $2.2M | 1.14% |
| 38 | Vail Resorts, Inc. | MTN | 14,460 | $2.2M | 1.13% |
| 39 | Novo Nordisk A/S | NONOF | 38,679 | $2.1M | 1.12% |
| 40 | Maplebear Inc. | CART | 57,995 | $2.1M | 1.12% |
| 41 | Host Hotels & Resorts, Inc. | HST | 125,257 | $2.1M | 1.12% |
| 42 | Yelp Inc. | YELP | 66,148 | $2.1M | 1.08% |
| 43 | Atlanta Braves Holdings, Inc. | BATRB | 45,172 | $2.1M | 1.08% |
| 44 | Kinder Morgan, Inc. | EP-PC | 72,324 | $2.0M | 1.07% |
| 45 | Shift4 Payments, Inc. | 82452J109 | 26,198 | $2.0M | 1.06% |
| 46 | Halozyme Therapeutics, Inc. | HALO | 26,934 | $2.0M | 1.03% |
| 47 | GoDaddy Inc. | GDDY | 14,362 | $2.0M | 1.03% |
| 48 | Globe Life Inc. | GL-PD | 13,738 | $2.0M | 1.03% |
| 49 | Inter Parfums, Inc. | INTR | 19,942 | $2.0M | 1.03% |
| 50 | H&R Block, Inc. | BSQKZ | 38,621 | $2.0M | 1.02% |
| 51 | Chord Energy Corp. | CHRD | 19,371 | $1.9M | 1.01% |
| 52 | Royalty Pharma plc | RPRX | 53,512 | $1.9M | 0.99% |
| 53 | NICE Ltd. | NCSYF | 12,999 | $1.9M | 0.99% |
| 54 | Paycom Software, Inc. | PAYC | 8,981 | $1.9M | 0.98% |
| 55 | Carrier Global Corporation | CARR | 30,955 | $1.8M | 0.97% |
| 56 | Pinterest, Inc. | PINS | 54,528 | $1.8M | 0.92% |
| 57 | Integer Holdings Corporation | ITGR | 16,967 | $1.8M | 0.92% |
| 58 | Harmony Biosciences Holdings, | HRMY | 63,571 | $1.8M | 0.92% |
| 59 | Patria Investments Limited | PAX | 117,762 | $1.7M | 0.90% |
| 60 | Gaming and Leisure Properties, | 36467J108 | 36,658 | $1.7M | 0.89% |
| 61 | Corpay, Inc. | CPAY | 5,858 | $1.7M | 0.88% |
| 62 | Fiserv Inc. | FISV | 12,814 | $1.7M | 0.87% |
| 63 | Cencora, Inc. | COR | 5,262 | $1.6M | 0.86% |
| 64 | Apple Hospitality REIT, Inc. | APLE | 135,687 | $1.6M | 0.85% |
| 65 | Sysco Corp. | SYY | 19,648 | $1.6M | 0.85% |
| 66 | Five9, Inc. | FIVN | 66,627 | $1.6M | 0.84% |
| 67 | InterDigital, Inc. | IDCC | 4,539 | $1.6M | 0.82% |
| 68 | Mid-America Apartment Communit | 59522J103 | 11,205 | $1.6M | 0.82% |
| 69 | Neurocrine Biosciences, Inc. | NBIX | 10,838 | $1.5M | 0.80% |
| 70 | Middleby Corporation | MIDD | 11,201 | $1.5M | 0.78% |
| 71 | Axalta Coating Systems Ltd. | AXTA | 51,386 | $1.5M | 0.77% |
| 72 | Viper Energy Inc. | VNOM | 37,746 | $1.4M | 0.76% |
| 73 | Euronet Worldwide, Inc. | EEFT | 16,286 | $1.4M | 0.75% |
| 74 | US Foods Holding Corp. | USFD | 18,629 | $1.4M | 0.75% |
| 75 | Cooper Companies, Inc. | 216648501 | 20,698 | $1.4M | 0.74% |
| 76 | EastGroup Properties, Inc. | 277276101 | 8,283 | $1.4M | 0.73% |
| 77 | Gen Digital Inc. | GENVR | 48,589 | $1.4M | 0.72% |
| 78 | Wintrust Financial Corporation | 97650W108 | 10,210 | $1.4M | 0.71% |
| 79 | Armstrong World Industries, In | 04247X102 | 6,854 | $1.3M | 0.70% |
| 80 | Lululemon Athletica Inc. | LULU | 7,345 | $1.3M | 0.68% |
| 81 | Vital Farms, Inc. | VITL | 31,132 | $1.3M | 0.67% |
| 82 | Crocs, Inc. | CROX | 14,898 | $1.2M | 0.65% |
| 83 | SharkNinja, Inc. | SN | 12,060 | $1.2M | 0.65% |
| 84 | CONMED Corp. | CNMD | 26,384 | $1.2M | 0.65% |
| 85 | Chart Industries, Inc. | 16115Q308 | 5,581 | $1.1M | 0.59% |
| 86 | Viking Holdings Ltd. | VIK | 17,785 | $1.1M | 0.58% |
| 87 | PayPal Holdings, Inc. | PYPL | 16,457 | $1.1M | 0.58% |
| 88 | Expedia Group, Inc. | EXPE | 5,149 | $1.1M | 0.58% |
| 89 | Diamondback Energy, Inc. | FANG | 7,632 | $1.1M | 0.57% |
| 90 | Global Payments Inc | 37940X102 | 12,605 | $1.0M | 0.55% |
| 91 | WEX Inc. | WEX | 6,509 | $1.0M | 0.54% |
| 92 | EPAM Systems, Inc. | EPAM | 6,776 | $1.0M | 0.54% |
| 93 | Electronic Arts Inc. | EA | 4,687 | $945,368 | 0.50% |
| 94 | Brinker International, Inc. | 109641100 | 7,119 | $901,835 | 0.47% |
| 95 | Morningstar, Inc. | MORN | 3,810 | $883,958 | 0.46% |
| 96 | Lantheus Holdings, Inc. | LNTH | 16,378 | $840,028 | 0.44% |
| 97 | PTC Inc. | PTC | 2,395 | $486,233 | 0.25% |
| 98 | T. Rowe Price Group, Inc. | TROW | 4,557 | $467,730 | 0.24% |
| 99 | Gentex Corporation | GNTX | 16,379 | $463,526 | 0.24% |
| 100 | CME Group Inc. | CME | 1,578 | $426,360 | 0.22% |
| 101 | International Seaways, Inc. | INSW | 8,556 | $394,260 | 0.21% |
| 102 | McCormick & Co. | MKC-V | 5,803 | $388,279 | 0.20% |
| 103 | Dolby Laboratories, Inc. | DLB | 4,812 | $348,244 | 0.18% |
| 104 | General Mills, Inc. | 370334104 | 6,786 | $342,150 | 0.18% |
| 105 | OGE Energy Corp. | OGE | 7,375 | $341,241 | 0.18% |
| 106 | Unitil Corporation | UTL | 6,380 | $305,347 | 0.16% |