Filed: 11/10/2025ACC: 0001062993-25-016590
📋 What this filing means
AURORA INVESTMENT COUNSEL filed this quarterly 13F‑HR report disclosing 106 equity positions with a total reported market value of $190.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
106
Positions
$190.94M
Total AUM (reported)
3.75M
Total Shares
Allocation by class
COM$190.94M100.0%
Portfolio Concentration
Top 3$8.95M4.7%
4–10$20.04M10.5%
11–25$38.74M20.3%
Rest$123.21M64.5%
Top 3 weight
4.7%
Top 10 weight
15.2%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Sole
Full voting authority
3.75M
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)
Sole106
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings106
Rows:
Entergy Corp.
SOLEShares33.48K
TypeSH
Market value$3.12M
1.63%
Sole
33.48K
Shared
0.00
None
0.00
NetEase, Inc.
SOLEShares19.19K
TypeSH
Market value$2.92M
1.53%
Sole
19.19K
Shared
0.00
None
0.00
QUALCOMM Incorporated
SOLEShares17.50K
TypeSH
Market value$2.91M
1.52%
Sole
17.50K
Shared
0.00
None
0.00
United Therapeutics Corp.
SOLEShares6.93K
TypeSH
Market value$2.91M
1.52%
Sole
6.93K
Shared
0.00
None
0.00
Ameriprise Financial, Inc.
SOLEShares5.89K
TypeSH
Market value$2.89M
1.52%
Sole
5.89K
Shared
0.00
None
0.00
Essential Properties Realty Tr
SOLEShares97.24K
TypeSH
Market value$2.89M
1.52%
Sole
97.24K
Shared
0.00
None
0.00
Ormat Technologies, Inc.
SOLEShares29.87K
TypeSH
Market value$2.88M
1.51%
Sole
29.87K
Shared
0.00
None
0.00
ZTO Express (Cayman) Inc.
SOLEShares149.43K
TypeSH
Market value$2.87M
1.50%
Sole
149.43K
Shared
0.00
None
0.00
Essential Utilities, Inc.
SOLEShares70.40K
TypeSH
Market value$2.81M
1.47%
Sole
70.40K
Shared
0.00
None
0.00
AstraZeneca PLC
SOLEShares36.42K
TypeSH
Market value$2.79M
1.46%
Sole
36.42K
Shared
0.00
None
0.00
Booking Holdings Inc.
SOLEShares516.00
TypeSH
Market value$2.79M
1.46%
Sole
516.00
Shared
0.00
None
0.00
Iron Mountain Inc.
SOLEShares26.18K
TypeSH
Market value$2.67M
1.40%
Sole
26.18K
Shared
0.00
None
0.00
Vipshop Holdings Limited
SOLEShares134.82K
TypeSH
Market value$2.65M
1.39%
Sole
134.82K
Shared
0.00
None
0.00
Lamar Advertising Company
SOLEShares21.59K
TypeSH
Market value$2.64M
1.38%
Sole
21.59K
Shared
0.00
None
0.00
Donaldson Company, Inc.
SOLEShares32.28K
TypeSH
Market value$2.64M
1.38%
Sole
32.28K
Shared
0.00
None
0.00
Southern Company
SOLEShares27.87K
TypeSH
Market value$2.64M
1.38%
Sole
27.87K
Shared
0.00
None
0.00
Gorman-Rupp Company
SOLEShares56.52K
TypeSH
Market value$2.62M
1.37%
Sole
56.52K
Shared
0.00
None
0.00
NetApp, Inc.
SOLEShares22.11K
TypeSH
Market value$2.62M
1.37%
Sole
22.11K
Shared
0.00
None
0.00
PagSeguro Digital Ltd.
SOLEShares260.17K
TypeSH
Market value$2.60M
1.36%
Sole
260.17K
Shared
0.00
None
0.00
Hartford Insurance Group, Inc.
SOLEShares19.12K
TypeSH
Market value$2.55M
1.34%
Sole
19.12K
Shared
0.00
None
0.00
Constellation Brands Inc.
SOLEShares18.50K
TypeSH
Market value$2.49M
1.30%
Sole
18.50K
Shared
0.00
None
0.00
Kodiak Gas Services, Inc.
SOLEShares66.80K
TypeSH
Market value$2.47M
1.29%
Sole
66.80K
Shared
0.00
None
0.00
Brady Corp.
SOLEShares31.62K
TypeSH
Market value$2.47M
1.29%
Sole
31.62K
Shared
0.00
None
0.00
Rambus Inc.
SOLEShares23.60K
TypeSH
Market value$2.46M
1.29%
Sole
23.60K
Shared
0.00
None
0.00
InPost S.A.
SOLEShares396.88K
TypeSH
Market value$2.43M
1.27%
Sole
396.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Entergy Corp.SOLE | COM | 33.48K | SH | $3.12M 1.63% | 33.48K | 0.00 | 0.00 |
NetEase, Inc.SOLE | COM | 19.19K | SH | $2.92M 1.53% | 19.19K | 0.00 | 0.00 |
QUALCOMM IncorporatedSOLE | COM | 17.50K | SH | $2.91M 1.52% | 17.50K | 0.00 | 0.00 |
United Therapeutics Corp.SOLE | COM | 6.93K | SH | $2.91M 1.52% | 6.93K | 0.00 | 0.00 |
Ameriprise Financial, Inc.SOLE | COM | 5.89K | SH | $2.89M 1.52% | 5.89K | 0.00 | 0.00 |
Essential Properties Realty TrSOLE | COM | 97.24K | SH | $2.89M 1.52% | 97.24K | 0.00 | 0.00 |
Ormat Technologies, Inc.SOLE | COM | 29.87K | SH | $2.88M 1.51% | 29.87K | 0.00 | 0.00 |
ZTO Express (Cayman) Inc.SOLE | COM | 149.43K | SH | $2.87M 1.50% | 149.43K | 0.00 | 0.00 |
Essential Utilities, Inc.SOLE | COM | 70.40K | SH | $2.81M 1.47% | 70.40K | 0.00 | 0.00 |
AstraZeneca PLCSOLE | COM | 36.42K | SH | $2.79M 1.46% | 36.42K | 0.00 | 0.00 |
Booking Holdings Inc.SOLE | COM | 516.00 | SH | $2.79M 1.46% | 516.00 | 0.00 | 0.00 |
Iron Mountain Inc.SOLE | COM | 26.18K | SH | $2.67M 1.40% | 26.18K | 0.00 | 0.00 |
Vipshop Holdings LimitedSOLE | COM | 134.82K | SH | $2.65M 1.39% | 134.82K | 0.00 | 0.00 |
Lamar Advertising CompanySOLE | COM | 21.59K | SH | $2.64M 1.38% | 21.59K | 0.00 | 0.00 |
Donaldson Company, Inc.SOLE | COM | 32.28K | SH | $2.64M 1.38% | 32.28K | 0.00 | 0.00 |
Southern CompanySOLE | COM | 27.87K | SH | $2.64M 1.38% | 27.87K | 0.00 | 0.00 |
Gorman-Rupp CompanySOLE | COM | 56.52K | SH | $2.62M 1.37% | 56.52K | 0.00 | 0.00 |
NetApp, Inc.SOLE | COM | 22.11K | SH | $2.62M 1.37% | 22.11K | 0.00 | 0.00 |
PagSeguro Digital Ltd.SOLE | COM | 260.17K | SH | $2.60M 1.36% | 260.17K | 0.00 | 0.00 |
Hartford Insurance Group, Inc.SOLE | COM | 19.12K | SH | $2.55M 1.34% | 19.12K | 0.00 | 0.00 |
Constellation Brands Inc.SOLE | COM | 18.50K | SH | $2.49M 1.30% | 18.50K | 0.00 | 0.00 |
Kodiak Gas Services, Inc.SOLE | COM | 66.80K | SH | $2.47M 1.29% | 66.80K | 0.00 | 0.00 |
Brady Corp.SOLE | COM | 31.62K | SH | $2.47M 1.29% | 31.62K | 0.00 | 0.00 |
Rambus Inc.SOLE | COM | 23.60K | SH | $2.46M 1.29% | 23.60K | 0.00 | 0.00 |
InPost S.A.SOLE | COM | 396.88K | SH | $2.43M 1.27% | 396.88K | 0.00 | 0.00 |
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