Filed: 7/30/2025ACC: 0001062993-25-013273
📋 What this filing means
AURORA INVESTMENT COUNSEL filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $189.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$189.66M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COM$189.66M100.0%
Portfolio Concentration
Top 3$9.79M5.2%
4–10$20.36M10.7%
11–25$37.88M20.0%
Rest$121.63M64.1%
Top 3 weight
5.2%
Top 10 weight
15.9%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
3.30M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole107
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:
Booking Holdings Inc.
SOLEShares606.00
TypeSH
Market value$3.51M
1.85%
Sole
606.00
Shared
0.00
None
0.00
Ameriprise Financial, Inc.
SOLEShares5.90K
TypeSH
Market value$3.15M
1.66%
Sole
5.90K
Shared
0.00
None
0.00
Essential Properties Realty Tr
SOLEShares98.06K
TypeSH
Market value$3.13M
1.65%
Sole
98.06K
Shared
0.00
None
0.00
Fabrinet
SOLEShares10.61K
TypeSH
Market value$3.13M
1.65%
Sole
10.61K
Shared
0.00
None
0.00
H&R Block, Inc.
SOLEShares56.03K
TypeSH
Market value$3.08M
1.62%
Sole
56.03K
Shared
0.00
None
0.00
Constellation Brands Inc.
SOLEShares18.54K
TypeSH
Market value$3.02M
1.59%
Sole
18.54K
Shared
0.00
None
0.00
Juniper Networks, Inc.
SOLEShares73.31K
TypeSH
Market value$2.93M
1.54%
Sole
73.31K
Shared
0.00
None
0.00
NetEase, Inc.
SOLEShares21.60K
TypeSH
Market value$2.91M
1.53%
Sole
21.60K
Shared
0.00
None
0.00
Iron Mountain Inc.
SOLEShares25.94K
TypeSH
Market value$2.66M
1.40%
Sole
25.94K
Shared
0.00
None
0.00
QUALCOMM Incorporated
SOLEShares16.61K
TypeSH
Market value$2.65M
1.39%
Sole
16.61K
Shared
0.00
None
0.00
Essential Utilities, Inc.
SOLEShares70.59K
TypeSH
Market value$2.62M
1.38%
Sole
70.59K
Shared
0.00
None
0.00
Lamar Advertising Company
SOLEShares21.43K
TypeSH
Market value$2.60M
1.37%
Sole
21.43K
Shared
0.00
None
0.00
Adobe Inc.
SOLEShares6.65K
TypeSH
Market value$2.57M
1.36%
Sole
6.65K
Shared
0.00
None
0.00
Southern Company
SOLEShares28.02K
TypeSH
Market value$2.57M
1.36%
Sole
28.02K
Shared
0.00
None
0.00
AstraZeneca PLC
SOLEShares36.69K
TypeSH
Market value$2.56M
1.35%
Sole
36.69K
Shared
0.00
None
0.00
Powell Industries, Inc.
SOLEShares12.10K
TypeSH
Market value$2.55M
1.34%
Sole
12.10K
Shared
0.00
None
0.00
Hartford Insurance Group, Inc.
SOLEShares20.05K
TypeSH
Market value$2.54M
1.34%
Sole
20.05K
Shared
0.00
None
0.00
Ormat Technologies, Inc.
SOLEShares30.27K
TypeSH
Market value$2.54M
1.34%
Sole
30.27K
Shared
0.00
None
0.00
ZTO Express (Cayman) Inc.
SOLEShares141.46K
TypeSH
Market value$2.51M
1.32%
Sole
141.46K
Shared
0.00
None
0.00
Inter Parfums, Inc.
SOLEShares19.05K
TypeSH
Market value$2.50M
1.32%
Sole
19.05K
Shared
0.00
None
0.00
Qualys, Inc.
SOLEShares17.36K
TypeSH
Market value$2.48M
1.31%
Sole
17.36K
Shared
0.00
None
0.00
Churchill Downs, Inc.
SOLEShares24.56K
TypeSH
Market value$2.48M
1.31%
Sole
24.56K
Shared
0.00
None
0.00
Ulta Beauty, Inc.
SOLEShares5.29K
TypeSH
Market value$2.47M
1.30%
Sole
5.29K
Shared
0.00
None
0.00
PagSeguro Digital Ltd.
SOLEShares255.59K
TypeSH
Market value$2.46M
1.30%
Sole
255.59K
Shared
0.00
None
0.00
Donaldson Company, Inc.
SOLEShares34.78K
TypeSH
Market value$2.41M
1.27%
Sole
34.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Booking Holdings Inc.SOLE | COM | 606.00 | SH | $3.51M 1.85% | 606.00 | 0.00 | 0.00 |
Ameriprise Financial, Inc.SOLE | COM | 5.90K | SH | $3.15M 1.66% | 5.90K | 0.00 | 0.00 |
Essential Properties Realty TrSOLE | COM | 98.06K | SH | $3.13M 1.65% | 98.06K | 0.00 | 0.00 |
FabrinetSOLE | COM | 10.61K | SH | $3.13M 1.65% | 10.61K | 0.00 | 0.00 |
H&R Block, Inc.SOLE | COM | 56.03K | SH | $3.08M 1.62% | 56.03K | 0.00 | 0.00 |
Constellation Brands Inc.SOLE | COM | 18.54K | SH | $3.02M 1.59% | 18.54K | 0.00 | 0.00 |
Juniper Networks, Inc.SOLE | COM | 73.31K | SH | $2.93M 1.54% | 73.31K | 0.00 | 0.00 |
NetEase, Inc.SOLE | COM | 21.60K | SH | $2.91M 1.53% | 21.60K | 0.00 | 0.00 |
Iron Mountain Inc.SOLE | COM | 25.94K | SH | $2.66M 1.40% | 25.94K | 0.00 | 0.00 |
QUALCOMM IncorporatedSOLE | COM | 16.61K | SH | $2.65M 1.39% | 16.61K | 0.00 | 0.00 |
Essential Utilities, Inc.SOLE | COM | 70.59K | SH | $2.62M 1.38% | 70.59K | 0.00 | 0.00 |
Lamar Advertising CompanySOLE | COM | 21.43K | SH | $2.60M 1.37% | 21.43K | 0.00 | 0.00 |
Adobe Inc.SOLE | COM | 6.65K | SH | $2.57M 1.36% | 6.65K | 0.00 | 0.00 |
Southern CompanySOLE | COM | 28.02K | SH | $2.57M 1.36% | 28.02K | 0.00 | 0.00 |
AstraZeneca PLCSOLE | COM | 36.69K | SH | $2.56M 1.35% | 36.69K | 0.00 | 0.00 |
Powell Industries, Inc.SOLE | COM | 12.10K | SH | $2.55M 1.34% | 12.10K | 0.00 | 0.00 |
Hartford Insurance Group, Inc.SOLE | COM | 20.05K | SH | $2.54M 1.34% | 20.05K | 0.00 | 0.00 |
Ormat Technologies, Inc.SOLE | COM | 30.27K | SH | $2.54M 1.34% | 30.27K | 0.00 | 0.00 |
ZTO Express (Cayman) Inc.SOLE | COM | 141.46K | SH | $2.51M 1.32% | 141.46K | 0.00 | 0.00 |
Inter Parfums, Inc.SOLE | COM | 19.05K | SH | $2.50M 1.32% | 19.05K | 0.00 | 0.00 |
Qualys, Inc.SOLE | COM | 17.36K | SH | $2.48M 1.31% | 17.36K | 0.00 | 0.00 |
Churchill Downs, Inc.SOLE | COM | 24.56K | SH | $2.48M 1.31% | 24.56K | 0.00 | 0.00 |
Ulta Beauty, Inc.SOLE | COM | 5.29K | SH | $2.47M 1.30% | 5.29K | 0.00 | 0.00 |
PagSeguro Digital Ltd.SOLE | COM | 255.59K | SH | $2.46M 1.30% | 255.59K | 0.00 | 0.00 |
Donaldson Company, Inc.SOLE | COM | 34.78K | SH | $2.41M 1.27% | 34.78K | 0.00 | 0.00 |
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