Aurora Investment Counsel
Net seller this quarter
$194M
113
-$7.16M
15.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZTO | $3.24M | 1.67% | 0.02% | -2.9% | Q2 2024 |
 DORM | $3.16M | 1.63% | 0.08% | -9.6% | Q3 2024 |
 TILE | $3.04M | 1.57% | 0.15% | New | Q2 2026 |
 BKNG | $2.9M | 1.49% | 0.00% | +0.5% | Q4 2018 |
 CART | $2.89M | 1.49% | 0.03% | -2.7% | Q3 2025 |
 ELF | $2.87M | 1.48% | 0.07% | Not reported | Q1 2025 |
 ALLE | $2.84M | 1.46% | 0.02% | Not reported | Q1 2018 |
 URBN | $2.76M | 1.42% | 0.05% | +2.3% | Q1 2026 |
 EPRT | $2.73M | 1.40% | 0.04% | -2.0% | Q4 2024 |
 PRMB | $2.71M | 1.40% | 0.03% | -4.3% | Q1 2026 |
 LYFT | $2.66M | 1.37% | 0.05% | New | Q2 2026 |
 WTRG | $2.63M | 1.35% | 0.02% | -2.9% | Q1 2025 |
 AMP | $2.6M | 1.34% | 0.01% | -1.2% | Q4 2024 |
 SO | $2.57M | 1.32% | 0.00% | -3.9% | Q2 2013 |
 QLYS | $2.56M | 1.32% | 0.05% | -2.6% | Q4 2024 |
 VCTR | $2.53M | 1.30% | 0.05% | -26.4% | Q3 2025 |
 NDAQ | $2.5M | 1.29% | 0.01% | +2.4% | Q1 2026 |
 BIRK | $2.49M | 1.28% | 0.03% | -0.4% | Q3 2025 |
 EXTR | $2.46M | 1.26% | 0.06% | -55.6% | Q1 2026 |
 DPZ | $2.4M | 1.24% | 0.02% | Not reported | Q3 2014 |
 AZN | $2.39M | 1.23% | Not reported | -1.7% | Q3 2023 |
 HRMY | $2.37M | 1.22% | 0.11% | +3.8% | Q4 2024 |
 KNSL | $2.35M | 1.21% | 0.03% | -2.2% | Q1 2026 |
 PAGS | $2.34M | 1.20% | 0.10% | -1.9% | Q4 2023 |
 DXCM | $2.34M | 1.20% | 0.01% | -2.5% | Q3 2025 |
 PGR | $2.33M | 1.20% | 0.00% | +1.2% | Q3 2020 |
 PAYX | $2.29M | 1.18% | 0.01% | -2.5% | Q1 2014 |
 BLBD | $2.28M | 1.18% | 0.09% | -22.1% | Q1 2026 |
 GL | $2.28M | 1.17% | 0.01% | -7.4% | Q3 2020 |
 EVR | $2.27M | 1.17% | Not reported | New | Q2 2026 |
 CHDN | $2.27M | 1.17% | 0.04% | -2.5% | Q1 2025 |
 DELL | $2.24M | 1.15% | 0.00% | -75.9% | Q4 2025 |
 PODD | $2.23M | 1.15% | 0.02% | New | Q2 2026 |
 ANIP | $2.23M | 1.14% | 0.12% | New | Q2 2026 |
 SFM | $2.23M | 1.14% | 0.03% | -1.9% | Q4 2017 |
 KBR | $2.19M | 1.13% | 0.05% | New | Q2 2026 |
 CHWY | $2.17M | 1.12% | 110648.00% | New | Q2 2026 |
 NVO | $2.13M | 1.10% | Not reported | -3.0% | Q4 2013 |
 HIG | $2.11M | 1.09% | 0.01% | -4.2% | Q1 2025 |
 MCK | $2.11M | 1.09% | 0.00% | New | Q2 2026 |
 NTAP | $2.09M | 1.08% | 0.01% | -39.9% | Q3 2019 |
 APH | $2.06M | 1.06% | 0.00% | Not reported | Q1 2019 |
 VEEV | $2.03M | 1.04% | 0.01% | +2.2% | Q1 2026 |
 CARG | $2M | 1.03% | Not reported | -1.3% | Q3 2025 |
 SN | $1.98M | 1.02% | 0.01% | -12.3% | Q2 2025 |
 FDS | $1.98M | 1.02% | 0.02% | -4.3% | Q2 2013 |
 BFAM | $1.96M | 1.01% | 0.06% | +2.5% | Q2 2023 |
 INTU | $1.96M | 1.01% | 0.00% | -1.6% | Q1 2023 |
 TRMB | $1.92M | 0.99% | 0.02% | Not reported | Q2 2013 |
 HAE | $1.91M | 0.98% | 0.06% | +18.1% | Q4 2021 |
| Q1 2026 | |||||
| ZTO | $3.76M | 2.08% | 0.02% | -3.0% | Q2 2024 |
| DELL | $3.53M | 1.96% | 0.00% | +4.1% | Q4 2025 |
| INTU | $3.3M | 1.83% | 0.00% | Not reported | Q1 2023 |
 ETR | $3.27M | 1.81% | 0.01% | -12.4% | Q3 2025 |
| WTRG | $2.85M | 1.58% | 0.03% | -3.4% | Q1 2025 |
| EPRT | $2.83M | 1.57% | 0.04% | -6.2% | Q4 2024 |
| BKNG | $2.72M | 1.51% | 0.00% | +23.0% | Q4 2018 |
| SO | $2.69M | 1.49% | 0.00% | -4.6% | Q2 2013 |
 QCOM | $2.69M | 1.49% | 0.00% | +15.8% | Q2 2020 |
| VCTR | $2.67M | 1.48% | 0.07% | -4.2% | Q3 2025 |
| DORM | $2.67M | 1.48% | 0.09% | Not reported | Q3 2024 |
| PAGS | $2.64M | 1.46% | 0.10% | -2.5% | Q4 2023 |
| NDAQ | $2.63M | 1.46% | 0.01% | New | Q1 2026 |
| EXTR | $2.58M | 1.43% | 0.13% | New | Q1 2026 |
| AMP | $2.55M | 1.41% | 0.01% | -3.1% | Q4 2024 |
| AZN | $2.53M | 1.40% | Not reported | Not reported | Q3 2023 |
| KNSL | $2.49M | 1.38% | 0.03% | New | Q1 2026 |
| URBN | $2.41M | 1.34% | 0.04% | New | Q1 2026 |
| CART | $2.35M | 1.30% | 0.03% | +2.4% | Q3 2025 |
 TWLO | $2.34M | 1.30% | 0.01% | -2.9% | Q4 2025 |
 VRRM | $2.34M | 1.30% | 0.11% | New | Q1 2026 |
| CHDN | $2.33M | 1.29% | 0.04% | +1.2% | Q1 2025 |
| NTAP | $2.31M | 1.28% | 0.01% | -3.4% | Q3 2019 |
| HIG | $2.25M | 1.25% | 0.01% | -15.2% | Q1 2025 |
 HST | $2.24M | 1.24% | 0.02% | -9.4% | Q2 2023 |
| DXCM | $2.24M | 1.24% | 0.01% | -2.8% | Q3 2025 |
| BFAM | $2.22M | 1.23% | 0.05% | +17.1% | Q2 2023 |
 EWBC | $2.21M | 1.22% | 0.02% | -4.4% | Q2 2025 |
| PAYX | $2.2M | 1.22% | 0.01% | Not reported | Q1 2014 |
| PRMB | $2.18M | 1.21% | 0.03% | New | Q1 2026 |
 CPRT | $2.11M | 1.17% | 0.01% | -1.9% | Q4 2018 |
| BLBD | $2.11M | 1.17% | 0.12% | New | Q1 2026 |
| PGR | $2.09M | 1.16% | 0.00% | -2.2% | Q3 2020 |
| BIRK | $2.08M | 1.15% | 0.03% | +8.2% | Q3 2025 |
| SFM | $2.07M | 1.15% | 0.03% | +4.1% | Q4 2017 |
 G | $2.03M | 1.12% | 0.03% | -3.3% | Q3 2025 |
| CARG | $2.02M | 1.12% | Not reported | -2.7% | Q3 2025 |
| VEEV | $1.96M | 1.09% | 0.01% | New | Q1 2026 |
| FDS | $1.95M | 1.08% | 0.02% | +31.2% | Q2 2013 |
 YELP | $1.93M | 1.07% | 0.14% | +12.1% | Q4 2018 |
| GL | $1.92M | 1.06% | 0.01% | -3.6% | Q3 2020 |
 WAY | $1.9M | 1.06% | 0.04% | +31.1% | Q4 2025 |
 ADBE | $1.86M | 1.03% | 0.00% | +8.1% | Q2 2013 |
 CPAY | $1.79M | 0.99% | 0.01% | +1.5% | Q2 2024 |
 WDAY | $1.79M | 0.99% | 0.01% | +25.4% | Q4 2025 |
 KARO | $1.78M | 0.99% | 0.12% | -1.5% | Q4 2025 |
 BRC | $1.77M | 0.98% | Not reported | -31.0% | Q2 2024 |
 BSY | $1.76M | 0.98% | Not reported | New | Q1 2026 |
 NTES | $1.76M | 0.98% | 0.00% | -4.1% | Q4 2017 |
| HRMY | $1.76M | 0.98% | 0.11% | -5.0% | Q4 2024 |
| Q4 2025 | |||||
| ZTO | $3.21M | 1.69% | 0.02% | +2.9% | Q2 2024 |
| QCOM | $3.08M | 1.62% | 0.00% | +2.9% | Q2 2020 |
| ETR | $3.07M | 1.61% | 0.01% | -0.9% | Q3 2025 |
| EPRT | $2.95M | 1.55% | 0.05% | +2.3% | Q4 2024 |
| CHDN | $2.91M | 1.53% | 0.04% | +3.7% | Q1 2025 |
| AMP | $2.91M | 1.53% | 0.01% | +0.6% | Q4 2024 |
 ORA | $2.82M | 1.48% | 0.04% | -14.4% | Q4 2024 |
| BKNG | $2.82M | 1.48% | 0.00% | +1.9% | Q4 2018 |
| WTRG | $2.81M | 1.48% | 0.03% | +3.9% | Q1 2025 |
 GRC | $2.77M | 1.46% | 0.22% | +2.7% | Q4 2024 |
| CART | $2.75M | 1.45% | 0.03% | +5.5% | Q3 2025 |
| TWLO | $2.73M | 1.43% | 0.01% | New | Q4 2025 |
 DCI | $2.71M | 1.42% | 0.03% | -5.4% | Q2 2025 |
| HIG | $2.71M | 1.42% | 0.01% | +2.7% | Q1 2025 |
| VCTR | $2.69M | 1.41% | 0.07% | +25.2% | Q3 2025 |
| G | $2.63M | 1.38% | 0.03% | +5.5% | Q3 2025 |
| PAGS | $2.61M | 1.37% | 0.10% | +4.0% | Q4 2023 |
| DELL | $2.6M | 1.37% | 0.00% | New | Q4 2025 |
 IMAX | $2.55M | 1.34% | 0.13% | -1.7% | Q4 2017 |
| SO | $2.55M | 1.34% | 0.00% | +4.9% | Q2 2013 |
| CPRT | $2.54M | 1.34% | 0.01% | Not reported | Q4 2018 |
 KGS | $2.51M | 1.32% | 0.08% | +0.6% | Q4 2024 |
| NTAP | $2.5M | 1.31% | 0.01% | +5.5% | Q3 2019 |
| ADBE | $2.48M | 1.30% | 0.00% | +3.7% | Q2 2013 |
| BRC | $2.48M | 1.30% | Not reported | -0.1% | Q2 2024 |
| HRMY | $2.47M | 1.30% | 0.11% | +4.0% | Q4 2024 |
| QLYS | $2.45M | 1.29% | 0.05% | +6.9% | Q4 2024 |
| PGR | $2.45M | 1.29% | 0.00% | Not reported | Q3 2020 |
| DXCM | $2.43M | 1.28% | 0.01% | +7.9% | Q3 2025 |
| EWBC | $2.43M | 1.28% | 0.02% | +1.8% | Q2 2025 |
| WDAY | $2.36M | 1.24% | 0.01% | New | Q4 2025 |
| BFAM | $2.34M | 1.23% | 0.04% | Not reported | Q2 2023 |
| CARG | $2.34M | 1.23% | Not reported | +4.4% | Q3 2025 |
| HST | $2.29M | 1.20% | 0.02% | +3.2% | Q2 2023 |
 IRM | $2.27M | 1.20% | 0.01% | +4.8% | Q1 2025 |
| NVO | $2.26M | 1.19% | Not reported | +14.8% | Q4 2013 |
| NTES | $2.26M | 1.19% | 0.00% | -14.5% | Q4 2017 |
 UTHR | $2.22M | 1.17% | 0.01% | -34.3% | Q4 2017 |
| BIRK | $2.2M | 1.15% | 0.03% | +8.7% | Q3 2025 |
 DKNG | $2.16M | 1.13% | Not reported | New | Q4 2025 |
| YELP | $2.12M | 1.11% | 0.12% | +5.4% | Q4 2018 |
 ENS | $2.1M | 1.11% | 0.04% | -30.0% | Q4 2014 |
 MORN | $2.09M | 1.10% | 0.02% | +151.9% | Q2 2025 |
| SFM | $2.05M | 1.08% | 0.03% | Not reported | Q4 2017 |
 KMI | $2.03M | 1.07% | 0.00% | +2.1% | Q1 2022 |
 RPRX | $2.02M | 1.06% | 0.01% | -2.3% | Q2 2021 |
 BATRA | $2.02M | 1.06% | Not reported | +5.0% | Q2 2023 |
| GL | $2M | 1.05% | 0.02% | +4.1% | Q3 2020 |
| FDS | $1.99M | 1.05% | 0.02% | Not reported | Q2 2013 |
| WAY | $1.97M | 1.04% | 0.03% | New | Q4 2025 |
| Q3 2025 | |||||
| ETR | $3.12M | 1.63% | 0.01% | New | Q3 2025 |
| NTES | $2.92M | 1.53% | 0.00% | -11.1% | Q4 2017 |
| QCOM | $2.91M | 1.52% | 0.00% | +5.4% | Q2 2020 |
| UTHR | $2.91M | 1.52% | 0.02% | -2.8% | Q4 2017 |
| AMP | $2.89M | 1.52% | 0.01% | -0.2% | Q4 2024 |
| EPRT | $2.89M | 1.52% | 0.05% | -0.8% | Q4 2024 |
| ORA | $2.88M | 1.51% | 0.05% | -1.3% | Q4 2024 |
| ZTO | $2.87M | 1.50% | 0.02% | +5.6% | Q2 2024 |
| WTRG | $2.81M | 1.47% | 0.03% | -0.3% | Q1 2025 |
| AZN | $2.79M | 1.46% | Not reported | -0.7% | Q3 2023 |
| BKNG | $2.79M | 1.46% | 0.00% | -14.9% | Q4 2018 |
| IRM | $2.67M | 1.40% | 0.01% | +0.9% | Q1 2025 |
 VIPS | $2.65M | 1.39% | 0.01% | +7.3% | Q2 2020 |
 LAMR | $2.64M | 1.38% | Not reported | +0.8% | Q4 2017 |
| DCI | $2.64M | 1.38% | 0.03% | -7.2% | Q2 2025 |
| SO | $2.64M | 1.38% | 0.00% | -0.5% | Q2 2013 |
| GRC | $2.62M | 1.37% | 0.21% | +1.1% | Q4 2024 |
| NTAP | $2.62M | 1.37% | 0.01% | +0.8% | Q3 2019 |
| PAGS | $2.6M | 1.36% | 0.10% | +1.8% | Q4 2023 |
| HIG | $2.55M | 1.34% | 0.01% | -4.6% | Q1 2025 |
 STZ | $2.49M | 1.30% | Not reported | -0.2% | Q1 2025 |
| KGS | $2.47M | 1.29% | 0.08% | -1.9% | Q4 2024 |
| BRC | $2.47M | 1.29% | Not reported | -0.2% | Q2 2024 |
 RMBS | $2.46M | 1.29% | 0.02% | +1.2% | Q2 2025 |
| ADBE | $2.41M | 1.26% | 0.00% | +2.7% | Q2 2013 |
| CHDN | $2.4M | 1.26% | 0.04% | +0.6% | Q1 2025 |
| ENS | $2.31M | 1.21% | 0.06% | -1.0% | Q4 2014 |
 POWL | $2.31M | 1.21% | 0.02% | -37.4% | Q1 2025 |
| IMAX | $2.3M | 1.20% | 0.13% | +0.4% | Q4 2017 |
| DXCM | $2.29M | 1.20% | 0.01% | New | Q3 2025 |
| QLYS | $2.28M | 1.20% | 0.05% | -0.6% | Q4 2024 |
| EWBC | $2.26M | 1.18% | 0.02% | +5.6% | Q2 2025 |
| BIRK | $2.24M | 1.17% | 0.03% | New | Q3 2025 |
| G | $2.23M | 1.17% | 0.03% | New | Q3 2025 |
| VCTR | $2.2M | 1.15% | 0.05% | New | Q3 2025 |
| CARG | $2.17M | 1.14% | Not reported | New | Q3 2025 |
 MTN | $2.16M | 1.13% | 0.04% | +0.4% | Q4 2023 |
| NVO | $2.15M | 1.12% | Not reported | +32.2% | Q4 2013 |
| CART | $2.13M | 1.12% | 0.02% | New | Q3 2025 |
| HST | $2.13M | 1.12% | 0.02% | -1.4% | Q2 2023 |
| YELP | $2.06M | 1.08% | 0.11% | +0.3% | Q4 2018 |
| BATRA | $2.05M | 1.08% | Not reported | -1.1% | Q2 2023 |
| KMI | $2.05M | 1.07% | 0.00% | -0.6% | Q1 2022 |
 FOUR | $2.03M | 1.06% | 0.03% | New | Q3 2025 |
 HALO | $1.98M | 1.03% | 0.02% | -18.4% | Q3 2023 |
 GDDY | $1.97M | 1.03% | 0.01% | New | Q3 2025 |
| GL | $1.96M | 1.03% | 0.01% | -12.0% | Q3 2020 |
 IPAR | $1.96M | 1.03% | 0.06% | +4.7% | Q2 2022 |
 HRB | $1.95M | 1.02% | 0.03% | -31.1% | Q4 2024 |
 CHRD | $1.92M | 1.01% | 0.03% | +0.5% | Q1 2025 |