Q2 2026 13F · SEC CIK 1316397

Aurora Investment Counsel

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $194.4M
Reported positions: 113
Top holdings a year, 3 yrs: +20.2%
Assets under management: $252.7M

Aurora Investment Counsel is a wealth manager that reported 113 positions worth $194.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Zto Express Cayman Inc (ZTO, 1.7%), Dorman Prods Inc (DORM, 1.6%), Interface Inc (TILE, 1.6%). A portfolio copying its top holdings returned 20.2% a year over the last 3 years, against 20.4% for the S&P 500.

Aurora Investment Counsel holdings largest 50 of 113 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Aurora Investment Counsel 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ZTOZto Express Cayman Inc	1.7%	2.1%	144,891	-2.9%	$3.2M
DORMDorman Prods Inc	1.6%	1.5%	23,165	-9.6%	$3.2M
TILEInterface Inc	1.6%	—	84,917	—	$3.0M
BKNGBooking Holdings Inc	1.5%	1.5%	16,258	+2412.8%	$2.9M
CARTMaplebear Inc	1.5%	1.3%	60,989	-2.7%	$2.9M
ELFE.L.F. Beauty, Inc.	1.5%	—	38,751	—	$2.9M
ALLEAllegion PLC	1.5%	—	20,249	—	$2.8M
URBNUrban Outfitters Inc	1.4%	1.3%	38,919	+2.3%	$2.8M
EPRTEssential Pptys Rlty Tr Inc	1.4%	1.6%	91,448	-2.0%	$2.7M
PRMBPrimo Brands Corporation Class A Com Shs	1.4%	1.2%	111,049	-4.2%	$2.7M
LYFTLyft Inc	1.4%	—	181,830	—	$2.7M
WTRGEssential Utils Inc Com	1.4%	1.6%	68,633	-2.9%	$2.6M
AMPAmeriprise Finl Inc	1.3%	1.4%	5,672	-1.2%	$2.6M
SOSouthern Co	1.3%	1.5%	26,807	-3.9%	$2.6M
QLYSQualys Inc	1.3%	—	18,653	—	$2.6M
VCTRVictory Capital Holdings, Inc.	1.3%	1.5%	30,082	-26.3%	$2.5M
NDAQNasdaq Inc	1.3%	1.5%	31,708	+2.4%	$2.5M
BIRKBirkenstock Holding PLC	1.3%	1.2%	57,846	-0.4%	$2.5M
EXTRExtreme Networks Inc	1.3%	1.4%	75,864	-55.6%	$2.5M
DPZDominos Pizza Inc	1.2%	—	8,123	—	$2.4M
AZNAstrazeneca PLC	1.2%	1.4%	12,616	-1.7%	$2.4M
HRMYHarmony Biosciences Holdings I	1.2%	1.0%	65,148	+3.8%	$2.4M
KNSLKinsale Cap Group Inc	1.2%	1.4%	7,130	-2.2%	$2.4M
PAGSPagseguro Digital Ltd	1.2%	1.5%	258,667	-1.9%	$2.3M
DXCMDexcom Inc	1.2%	1.2%	34,744	-2.5%	$2.3M
PGRProgressive Corp	1.2%	1.2%	10,649	+1.2%	$2.3M
PAYXPaychex Inc	1.2%	1.2%	23,257	-2.4%	$2.3M
BLBDBlue Bird Corp	1.2%	1.2%	28,937	-22.1%	$2.3M
GLGlobe Life Inc	1.2%	1.1%	12,763	-7.4%	$2.3M
EVREvercore Inc	1.2%	—	6,658	—	$2.3M
CHDNChurchill Downs Inc	1.2%	1.3%	25,269	-2.5%	$2.3M
DELLDell Technologies Inc	1.2%	2.0%	5,184	-75.9%	$2.2M
PODDInsulet Corp	1.1%	—	14,672	—	$2.2M
ANIPAni Pharmaceuticals Inc	1.1%	—	26,890	—	$2.2M
SFMSprouts Fmrs Mkt Inc	1.1%	1.1%	26,313	-1.9%	$2.2M
KBRKbr Inc	1.1%	—	63,509	—	$2.2M
CHWYChewy Inc	1.1%	—	110,648	—	$2.2M
NVONovo-Nordisk A S	1.1%	—	44,484	—	$2.1M
HIGHartford Insurance Group Inc	1.1%	1.2%	15,957	-4.2%	$2.1M
MCKMckesson Corp	1.1%	—	2,797	—	$2.1M
NTAPNetapp Inc	1.1%	1.3%	13,536	-39.9%	$2.1M
APHAmphenol Corp	1.1%	—	11,701	—	$2.1M
VEEVVeeva Sys Inc	1.0%	1.1%	11,427	+2.2%	$2.0M
CARGCargurus Inc	1.0%	1.1%	58,597	-1.3%	$2.0M
SNSharkninja Inc	1.0%	—	13,028	—	$2.0M
FDSFactset Resh Sys Inc	1.0%	1.1%	8,616	-4.3%	$2.0M
BFAMBright Horizons Fam Sol in D	1.0%	1.2%	27,709	+2.5%	$2.0M
INTUIntuit	1.0%	1.8%	7,512	-1.6%	$2.0M
TRMBTrimble Inc	1.0%	—	37,588	—	$1.9M
HAEHaemonetics Corp Mass	1.0%	—	25,501	—	$1.9M

What Aurora Investment Counsel bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

BKNG Booking Holdings Inc+2412.8% shares

Reduced

DELL Dell Technologies Inc-75.9% shares
EXTR Extreme Networks Inc-55.6% shares
NTAP Netapp Inc-39.9% shares
VCTR Victory Capital Holdings, Inc.-26.3% shares
BLBD Blue Bird Corp-22.1% shares
DORM Dorman Prods Inc-9.6% shares
GL Globe Life Inc-7.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +30.6% /yr; S&P 500 +20.1%
3 years: +20.2% /yr; S&P 500 +20.4%
5 years: +15.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$194.4M	113
Q1 2026	$180.3M	106
Q4 2025	$190.2M	106
Q3 2025	$190.9M	106
Q2 2025	$189.7M	107
Q1 2025	$180.4M	110
Q4 2024	$182.6M	114
Q3 2024	$184.8M	113
Q2 2024	$170.4M	107
Q1 2024	$174.6M	107
Q4 2023	$153.7M	112
Q3 2023	$151.2M	113

Questions about Aurora Investment Counsel's portfolio

What stocks does Aurora Investment Counsel own?

Aurora Investment Counsel's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 113 positions worth $194.4M. The largest are Zto Express Cayman Inc (ZTO) at 1.7%, Dorman Prods Inc (DORM) at 1.6%, Interface Inc (TILE) at 1.6%, Booking Holdings Inc (BKNG) at 1.5% and Maplebear Inc (CART) at 1.5%.

What did Aurora Investment Counsel buy last quarter?

In Q2 2026, Aurora Investment Counsel added Booking Holdings Inc (BKNG) (+2412.8% shares), compared with its Q1 2026 filing.

What did Aurora Investment Counsel sell last quarter?

In Q2 2026, Aurora Investment Counsel cut from its top 50 Entergy Corp New (ETR), cut from its top 50 Qualcomm Inc (QCOM), cut from its top 50 Twilio Inc (TWLO), cut from its top 50 Verra Mobility Corp (VRRM), cut from its top 50 Host Hotels & Resorts Inc (HST), Dell Technologies Inc (DELL) (-75.9% shares), Extreme Networks Inc (EXTR) (-55.6% shares) and Netapp Inc (NTAP) (-39.9% shares), compared with its Q1 2026 filing.

How has Aurora Investment Counsel's portfolio performed?

A portfolio copying Aurora Investment Counsel's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +30.6% against +20.1%. Over 5 years: +15.9% a year against +11.6%.

When is Aurora Investment Counsel's next 13F filing due?

13F filings are due 45 days after each quarter ends. Aurora Investment Counsel's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Aurora Investment Counsel manage?

Aurora Investment Counsel reported $252.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $194.4M.