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Aurora Investment Counsel

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001316397

$194.4M

disclosed book value

113

positions

1.7%

largest position share

Positions, as of 2026-06-30

top 100 of 113 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1ZTOZTO EXPRESS CAYMAN INC144,891$3.2M1.7%
2DORMDORMAN PRODS INC23,165$3.2M1.6%
3TILEINTERFACE INC84,917$3.0M1.6%
4BKNGBOOKING HOLDINGS INC16,258$2.9M1.5%
5CARTMAPLEBEAR INC60,989$2.9M1.5%
6ELFE L F BEAUTY INC38,751$2.9M1.5%
7ALLEGION PLC20,249$2.8M1.5%
8URBNURBAN OUTFITTERS INC38,919$2.8M1.4%
9EPRTESSENTIAL PPTYS RLTY TR INC91,448$2.7M1.4%
10PRMBPRIMO BRANDS CORPORATION111,049$2.7M1.4%
11LYFTLYFT INC181,830$2.7M1.4%
12WTRGESSENTIAL UTILS INC68,633$2.6M1.4%
13AMPAMERIPRISE FINL INC5,672$2.6M1.3%
14SOSOUTHERN CO26,807$2.6M1.3%
15QLYSQUALYS INC18,653$2.6M1.3%
16VCTRVICTORY CAP HLDGS INC DEL30,082$2.5M1.3%
17NDAQNASDAQ INC31,708$2.5M1.3%
18BIRKENSTOCK HOLDING PLC57,846$2.5M1.3%
19EXTREXTREME NETWORKS INC75,864$2.5M1.3%
20DPZDOMINOS PIZZA INC8,123$2.4M1.2%
21ASTRAZENECA PLC12,616$2.4M1.2%
22HRMYHARMONY BIOSCIENCES HLDGS IN65,148$2.4M1.2%
23KNSLKINSALE CAP GROUP INC7,130$2.4M1.2%
24PAGSEGURO DIGITAL LTD258,667$2.3M1.2%
25DXCMDEXCOM INC34,744$2.3M1.2%
26PGRPROGRESSIVE CORP10,649$2.3M1.2%
27PAYXPAYCHEX INC23,257$2.3M1.2%
28BLBDBLUE BIRD CORP28,937$2.3M1.2%
29GLGLOBE LIFE INC12,763$2.3M1.2%
30EVREVERCORE INC6,658$2.3M1.2%
31CHDNCHURCHILL DOWNS INC25,269$2.3M1.2%
32DELLDELL TECHNOLOGIES INC5,184$2.2M1.2%
33PODDINSULET CORP14,672$2.2M1.1%
34ANIPANI PHARMACEUTICALS INC26,890$2.2M1.1%
35SFMSPROUTS FMRS MKT INC26,313$2.2M1.1%
36KBRKBR INC63,509$2.2M1.1%
37CHWYCHEWY INC110,648$2.2M1.1%
38NVONOVO-NORDISK A S44,484$2.1M1.1%
39HIGHARTFORD INSURANCE GROUP INC15,957$2.1M1.1%
40MCKMCKESSON CORP2,797$2.1M1.1%
41NTAPNETAPP INC13,536$2.1M1.1%
42APHAMPHENOL CORP11,701$2.1M1.1%
43VEEVVEEVA SYS INC11,427$2.0M1%
44CARGCARGURUS INC58,597$2.0M1%
45SHARKNINJA INC13,028$2.0M1%
46FDSFACTSET RESH SYS INC8,616$2.0M1%
47BFAMBRIGHT HORIZONS FAM SOL IN D27,709$2.0M1%
48INTUINTUIT7,512$2.0M1%
49TRMBTRIMBLE INC37,588$1.9M1%
50HAEHAEMONETICS CORP MASS25,501$1.9M1%
51BSXBOSTON SCIENTIFIC CORP43,857$1.9M1%
52YELPYELP INC76,040$1.9M1%
53CPRTCOPART INC65,083$1.8M0.9%
54ADUSADDUS HOMECARE CORP18,120$1.8M0.9%
55NTESNETEASE COM INC13,967$1.8M0.9%
56WAYWAYSTAR HLDG CORP85,951$1.8M0.9%
57AXALTA COATING SYS LTD51,119$1.7M0.9%
58CPAYCORPAY INC5,240$1.7M0.9%
59ROPROPER TECHNOLOGIES INC5,154$1.7M0.9%
60FTDRFRONTDOOR INC22,070$1.7M0.9%
61BWABORGWARNER INC25,506$1.7M0.9%
62KAROOOOO LTD34,249$1.7M0.9%
63WDAYWORKDAY INC13,698$1.7M0.9%
64GENGEN DIGITAL INC66,099$1.6M0.8%
65PINSPINTEREST INC78,052$1.6M0.8%
66BALLBALL CORP25,825$1.6M0.8%
67ADBEADOBE INC7,764$1.6M0.8%
68KMIKINDER MORGAN INC DEL47,967$1.5M0.8%
69FOURSHIFT4 PMTS INC31,430$1.5M0.8%
70GLPIGAMING & LEISURE P34,128$1.5M0.8%
71COOCOOPER COS INC20,867$1.5M0.8%
72DKNGDRAFTKINGS INC NEW59,145$1.5M0.8%
73MORNMORNINGSTAR INC9,515$1.5M0.8%
74ATRAPTARGROUP INC11,785$1.5M0.8%
75NBIXNEUROCRINE BIOSCIENCES INC8,724$1.5M0.8%
76BSYBENTLEY SYS INC48,987$1.5M0.8%
77GENPACT LIMITED52,716$1.4M0.7%
78VNOMVIPER ENERGY INC34,032$1.4M0.7%
79HALOHALOZYME THERAPEUTICS INC18,233$1.4M0.7%
80AMRIZE LTD26,645$1.4M0.7%
81FIVNFIVE9 INC64,127$1.4M0.7%
82BRCBRADY CORP14,657$1.3M0.7%
83FANGDIAMONDBACK ENERGY INC7,478$1.3M0.7%
84EEFTEURONET WORLDWIDE INC17,744$1.3M0.7%
85PAYCPAYCOM SOFTWARE INC10,232$1.3M0.7%
86VVXV2X INC17,229$1.3M0.7%
87VIPSVIPSHOP HLDGS LTD92,555$1.2M0.6%
88EXCEXELON CORP25,066$1.2M0.6%
89GDDYGODADDY INC13,444$1.1M0.6%
90PATRIA INVESTMENTS LIMITED99,460$1.1M0.6%
91DCIDONALDSON INC11,385$1.0M0.5%
92AWIARMSTRONG WORLD INDS INC NEW6,311$1.0M0.5%
93KDPKEURIG DR PEPPER INC30,602$1.0M0.5%
94MONDAY COM LTD13,825$1.0M0.5%
95VIKING HOLDINGS LTD9,375$981,2810.5%
96CHART INDS INC4,670$975,7500.5%
97LEVILEVI STRAUSS & CO NEW27,343$678,9270.3%
98EPAMEPAM SYS INC7,290$578,4620.3%
99WEXWEX INC4,006$565,2070.3%
100XYLXYLEM INC4,723$558,3060.3%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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