13F HOLDINGS REPORT
Aurora Investment Counsel
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001316397-26-000001
Total Value
$190.2M
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZTO EXPRESS CAYMAN INC | ZTOEF | 153,811 | $3.2M | 1.69% |
| 2 | QUALCOMM INC | QCOM | 18,015 | $3.1M | 1.62% |
| 3 | ENTERGY CORP NEW | 29364g103 | 33,183 | $3.1M | 1.61% |
| 4 | ESSENTIAL PPTYS RLTY TR INC | 29670e107 | 99,458 | $2.9M | 1.55% |
| 5 | CHURCHILL DOWNS INC | CHDN | 25,618 | $2.9M | 1.53% |
| 6 | AMERIPRISE FINL INC | AMP | 5,926 | $2.9M | 1.53% |
| 7 | ORMAT TECHNOLOGIES INC | ORA | 25,562 | $2.8M | 1.48% |
| 8 | BOOKING HOLDINGS INC | BKNG | 526 | $2.8M | 1.48% |
| 9 | ESSENTIAL UTILS INC | 29670g102 | 73,169 | $2.8M | 1.48% |
| 10 | GORMAN RUPP CO | GRC | 58,061 | $2.8M | 1.46% |
| 11 | MAPLEBEAR INC | CART | 61,185 | $2.8M | 1.45% |
| 12 | TWILIO INC | TWLO | 19,184 | $2.7M | 1.43% |
| 13 | DONALDSON INC | DCI | 30,529 | $2.7M | 1.42% |
| 14 | HARTFORD INSURANCE GROUP INC | HIG-PG | 19,641 | $2.7M | 1.42% |
| 15 | VICTORY CAP HLDGS INC | 92645b103 | 42,623 | $2.7M | 1.41% |
| 16 | GENPACT LIMITED | G | 56,273 | $2.6M | 1.38% |
| 17 | PAGSEGURO DIGITAL LTD | PAGS | 270,454 | $2.6M | 1.37% |
| 18 | DELL TECHNOLOGIES INC | DELL | 20,666 | $2.6M | 1.37% |
| 19 | IMAX CORP | IMAX | 69,027 | $2.6M | 1.34% |
| 20 | SOUTHERN CO | SOMN | 29,219 | $2.5M | 1.34% |
| 21 | COPART INC | CPRT | 64,879 | $2.5M | 1.34% |
| 22 | KODIAK GAS SVCS INC | KGS | 67,192 | $2.5M | 1.32% |
| 23 | NETAPP INC | NTAP | 23,329 | $2.5M | 1.31% |
| 24 | ADOBE INC | ADBE | 7,083 | $2.5M | 1.30% |
| 25 | BRADY CORP | BRC | 31,608 | $2.5M | 1.30% |
| 26 | HARMONY BIOSCIENCES HLDGS IN | HRMY | 66,085 | $2.5M | 1.30% |
| 27 | QUALYS INC | QLYS | 18,453 | $2.5M | 1.29% |
| 28 | PROGRESSIVE CORP | 743315103 | 10,752 | $2.4M | 1.29% |
| 29 | DEXCOM INC | DXCM | 36,665 | $2.4M | 1.28% |
| 30 | EAST WEST BANCORP INC | EWBC | 21,609 | $2.4M | 1.28% |
| 31 | WORKDAY INC | WDAY | 10,974 | $2.4M | 1.24% |
| 32 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 23,098 | $2.3M | 1.23% |
| 33 | CARGURUS INC | CARG | 60,987 | $2.3M | 1.23% |
| 34 | HOST HOTELS & RESORTS INC | HST | 129,211 | $2.3M | 1.20% |
| 35 | IRON MTN INC DEL | IRM | 27,420 | $2.3M | 1.20% |
| 36 | NOVO-NORDISK A S | NONOF | 44,385 | $2.3M | 1.19% |
| 37 | NETEASE INC | NETTF | 16,406 | $2.3M | 1.19% |
| 38 | UNITED THERAPEUTICS CORP DEL | UTHR | 4,554 | $2.2M | 1.17% |
| 39 | BIRKENSTOCK HOLDING PLC | BIRK | 53,697 | $2.2M | 1.15% |
| 40 | DRAFTKINGS INC NEW | DKNG | 62,602 | $2.2M | 1.13% |
| 41 | YELP INC | YELP | 69,719 | $2.1M | 1.11% |
| 42 | ENERSYS | ENS | 14,344 | $2.1M | 1.11% |
| 43 | MORNINGSTAR INC | MORN | 9,596 | $2.1M | 1.10% |
| 44 | SPROUTS FMRS MKT INC | 85208m102 | 25,780 | $2.1M | 1.08% |
| 45 | KINDER MORGAN INC DEL | EP-PC | 73,839 | $2.0M | 1.07% |
| 46 | ROYALTY PHARMA PLC | RPRX | 52,276 | $2.0M | 1.06% |
| 47 | ATLANTA BRAVES HLDGS INC | BATRB | 47,437 | $2.0M | 1.06% |
| 48 | GLOBE LIFE INC | GL-PD | 14,301 | $2.0M | 1.05% |
| 49 | FACTSET RESH SYS INC | 303075105 | 6,867 | $2.0M | 1.05% |
| 50 | WAYSTAR HLDG CORP | WAY | 60,267 | $2.0M | 1.04% |
| 51 | COOPER COS INC | 216648501 | 22,381 | $1.8M | 0.96% |
| 52 | SHIFT4 PMTS INC | FOUR-PA | 28,976 | $1.8M | 0.96% |
| 53 | CORPAY INC | CPAY | 6,054 | $1.8M | 0.96% |
| 54 | SHARKNINJA INC | SN | 16,275 | $1.8M | 0.96% |
| 55 | V2X INC | VVX | 33,305 | $1.8M | 0.95% |
| 56 | GODADDY INC | GDDY | 14,540 | $1.8M | 0.95% |
| 57 | PATRIA INVESTMENTS LIMITED | PAX | 113,042 | $1.8M | 0.94% |
| 58 | RAMBUS INC DEL | RMBS | 19,198 | $1.8M | 0.93% |
| 59 | CARRIER GLOBAL CORPORATION | CARR | 33,286 | $1.8M | 0.92% |
| 60 | AXALTA COATING SYS LTD | AXTA | 54,320 | $1.8M | 0.92% |
| 61 | VIPSHOP HLDGS LTD | VIPS | 98,009 | $1.7M | 0.91% |
| 62 | HALOZYME THERAPEUTICS INC | HALO | 25,035 | $1.7M | 0.89% |
| 63 | GAMING & LEISURE PPTYS INC | 36467j108 | 37,665 | $1.7M | 0.88% |
| 64 | APPLE HOSPITALITY REIT INC | APLE | 140,926 | $1.7M | 0.88% |
| 65 | KAROOOOO LTD | KARO | 36,283 | $1.7M | 0.87% |
| 66 | BLOCK H & R INC | BSQKZ | 36,798 | $1.6M | 0.84% |
| 67 | PINTEREST INC | PINS | 59,688 | $1.5M | 0.81% |
| 68 | NEUROCRINE BIOSCIENCES INC | NBIX | 10,815 | $1.5M | 0.81% |
| 69 | WINTRUST FINL CORP | WTFCN | 10,841 | $1.5M | 0.80% |
| 70 | GEN DIGITAL INC | GENVR | 54,905 | $1.5M | 0.78% |
| 71 | SYSCO CORP | SYY | 19,498 | $1.4M | 0.76% |
| 72 | VIPER ENERGY INC | VNOM | 37,054 | $1.4M | 0.75% |
| 73 | EXPEDIA GROUP INC | EXPE | 4,868 | $1.4M | 0.72% |
| 74 | FIVE9 INC | FIVN | 68,463 | $1.4M | 0.72% |
| 75 | EPAM SYS INC | EPAM | 6,626 | $1.4M | 0.71% |
| 76 | EASTGROUP PPTYS INC | 277276101 | 7,605 | $1.4M | 0.71% |
| 77 | ARMSTRONG WORLD INDS INC | AWI | 7,051 | $1.3M | 0.71% |
| 78 | APTARGROUP INC | ATR | 10,743 | $1.3M | 0.69% |
| 79 | DIAMONDBACK ENERGY INC | FANG | 8,471 | $1.3M | 0.67% |
| 80 | VITAL FARMS INC | VITL | 39,675 | $1.3M | 0.67% |
| 81 | VIKING HOLDINGS LTD | VIK | 17,425 | $1.2M | 0.65% |
| 82 | CROCS INC | CROX | 14,077 | $1.2M | 0.63% |
| 83 | US FOODS HLDG CORP | USFD | 15,886 | $1.2M | 0.63% |
| 84 | EURONET WORLDWIDE INC | EEFT | 15,459 | $1.2M | 0.62% |
| 85 | EXELON CORP | EXC | 25,771 | $1.1M | 0.59% |
| 86 | CF INDS HLDGS INC | 125269100 | 13,567 | $1.0M | 0.55% |
| 87 | CHART INDS INC | 16115q308 | 5,058 | $1.0M | 0.55% |
| 88 | PAYCOM SOFTWARE INC | PAYC | 6,411 | $1.0M | 0.54% |
| 89 | PAYPAL HLDGS INC | PYPL | 16,909 | $987,147 | 0.52% |
| 90 | POWELL INDS INC | 739128106 | 2,952 | $941,039 | 0.49% |
| 91 | CENCORA INC | COR | 2,630 | $888,283 | 0.47% |
| 92 | BRINKER INTL INC | 109641100 | 5,649 | $810,744 | 0.43% |
| 93 | NICE LTD | NCSYF | 6,682 | $755,333 | 0.40% |
| 94 | WEX INC | WEX | 4,926 | $733,875 | 0.39% |
| 95 | KEURIG DR PEPPER INC | KDP | 24,054 | $673,753 | 0.35% |
| 96 | PRICE T ROWE GROUP INC | TROW | 4,507 | $461,427 | 0.24% |
| 97 | CME GROUP INC | CME | 1,565 | $427,370 | 0.22% |
| 98 | INTERNATIONAL SEAWAYS INC | INSW | 8,364 | $406,072 | 0.21% |
| 99 | DOLBY LABORATORIES INC | DLB | 6,235 | $400,412 | 0.21% |
| 100 | GENTEX CORP | GNTX | 16,177 | $376,439 | 0.20% |
| 101 | MCCORMICK & CO INC | MKC-V | 5,361 | $365,138 | 0.19% |
| 102 | PTC INC | PTC | 2,070 | $360,615 | 0.19% |
| 103 | OGE ENERGY CORP | OGE | 7,375 | $314,913 | 0.17% |
| 104 | INTERPARFUMS INC | INTR | 3,705 | $314,295 | 0.17% |
| 105 | GENERAL MLS INC | 370334104 | 6,707 | $311,876 | 0.16% |
| 106 | UNITIL CORP | UTL | 6,300 | $305,172 | 0.16% |