Aurora Investment Counsel holds a diversified book of 113 reported positions worth $194.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Interface Inc and trimmed Zto Express Cayman Inc-ADR. Their largest long position is Zto Express Cayman Inc-ADR at 2% of the reported non-option book. Cloning the disclosed picks since 2025 would be +21% (+26.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 7.2 points over this window.
Growth of $10,000 cloning Aurora Investment Counsel's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+3 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Aurora Investment Counsel
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Evelyn Partners Group Ltd | 21 / 80 | $41.7B |
| Prudential PLC | 38 / 80 | $3.4B |
| Evelyn Partners Investment Management Services Ltd | 13 / 80 | $140.0M |
| Intesa Sanpaolo S.p.A. | 14 / 80 | $249.7M |
| Distillate Capital Partners LLC | 15 / 80 | $252.7M |
| Ninety One North America, Inc. | 10 / 80 | $296.0M |
| William Allan Corp | 8 / 80 | $27.0M |
| Heron Bay Capital Management | 9 / 80 | $145.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Aurora Investment Counsel: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Zto Express Cayman Inc SPONSORED ADS A | $3.2M | 144.9K | 1.7% | ▼−2.9% Reduced · −4K sh | |
| 2 | Dorman Prods Inc COM | $3.2M | 23.2K | 1.6% | ▼−9.6% Reduced · −2K sh | |
| 3 | Interface Inc COM | $3.0M | 84.9K | 1.6% | ▲New New position | |
| 4 | Booking Holdings Inc COM | $2.9M | 16.3K | 1.5% | ▲25× Added · +16K sh | |
| 5 | Maplebear Inc COM | $2.9M | 61.0K | 1.5% | ▼−2.7% Reduced · −2K sh | |
| 6 | E L F Beauty Inc COM | $2.9M | 38.8K | 1.5% | ▲New New position | |
| 7 | Allegion PLC ORD SHS | $2.8M | 20.2K | 1.5% | ▲New New position | |
| 8 | Urban Outfitters Inc COM | $2.8M | 38.9K | 1.4% | ▲+2.3% Added · +890 sh | |
| 9 | Essential Pptys Rlty TR Inc COM | $2.7M | 91.4K | 1.4% | ▼−2.0% Reduced · −2K sh | |
| 10 | Primo Brands Corporation CLASS A COM SHS | $2.7M | 111.0K | 1.4% | ▼−4.2% Reduced · −5K sh | |
| 11 | Lyft Inc CL A COM | $2.7M | 181.8K | 1.4% | ▲New New position | |
| 12 | Essential Utils Inc COM | $2.6M | 68.6K | 1.4% | ▼−2.9% Reduced · −2K sh | |
| 13 | Ameriprise Finl Inc COM | $2.6M | 5.7K | 1.3% | ▼−1.2% Reduced · −68 sh | |
| 14 | Southern Co COM | $2.6M | 26.8K | 1.3% | ▼−3.9% Reduced · −1K sh | |
| 15 | Qualys Inc COM | $2.6M | 18.7K | 1.3% | ▼−2.5% Reduced · −489 sh | |
| 16 | Victory Cap Hldgs Inc Del COM CL A | $2.5M | 30.1K | 1.3% | ▼−26% Reduced · −11K sh | |
| 17 | Nasdaq Inc COM | $2.5M | 31.7K | 1.3% | ▲+2.4% Added · +748 sh | |
| 18 | Birkenstock Holding PLC COM SHS | $2.5M | 57.8K | 1.3% | ▼−0.4% Reduced · −255 sh | |
| 19 | Extreme Networks Inc COM | $2.5M | 75.9K | 1.3% | ▼−56% Reduced · −95K sh | |
| 20 | Dominos Pizza Inc COM | $2.4M | 8.1K | 1.2% | ▲New New position | |
| 21 | AstraZeneca PLC ORD | $2.4M | 12.6K | 1.2% | ▼−1.7% Reduced · −218 sh | |
| 22 | Harmony Biosciences Hldgs In COM | $2.4M | 65.1K | 1.2% | ▲+3.8% Added · +2K sh | |
| 23 | Kinsale Cap Group Inc COM | $2.4M | 7.1K | 1.2% | ▼−2.2% Reduced · −158 sh | |
| 24 | Pagseguro Digital Ltd COM CL A | $2.3M | 258.7K | 1.2% | ▼−1.9% Reduced · −5K sh | |
| 25 | Dexcom Inc COM | $2.3M | 34.7K | 1.2% | ▼−2.5% Reduced · −892 sh | |
| 26 | Progressive Corp COM | $2.3M | 10.6K | 1.2% | ▲+1.2% Added · +128 sh | |
| 27 | Paychex Inc COM | $2.3M | 23.3K | 1.2% | ▼−2.4% Reduced · −583 sh | |
| 28 | Blue Bird Corp COM | $2.3M | 28.9K | 1.2% | ▼−22% Reduced · −8K sh | |
| 29 | Globe Life Inc COM | $2.3M | 12.8K | 1.2% | ▼−7.4% Reduced · −1K sh | |
| 30 | Evercore Inc CLASS A | $2.3M | 6.7K | 1.2% | ▲New New position | |
| 31 | Churchill Downs Inc COM | $2.3M | 25.3K | 1.2% | ▼−2.5% Reduced · −655 sh | |
| 32 | Dell Technologies Inc CL C | $2.2M | 5.2K | 1.2% | ▼−76% Reduced · −16K sh | |
| 33 | Insulet Corp COM | $2.2M | 14.7K | 1.1% | ▲New New position | |
| 34 | Ani Pharmaceuticals Inc COM | $2.2M | 26.9K | 1.1% | ▲New New position | |
| 35 | Sprouts FMRS MKT Inc COM | $2.2M | 26.3K | 1.1% | ▼−1.9% Reduced · −515 sh | |
| 36 | KBR Inc COM | $2.2M | 63.5K | 1.1% | ▲New New position | |
| 37 | Chewy Inc CL A | $2.2M | 110.6K | 1.1% | ▲New New position | |
| 38 | Novo-Nordisk A S ADR | $2.1M | 44.5K | 1.1% | ▼−3.0% Reduced · −1K sh | |
| 39 | Hartford Insurance Group Inc COM | $2.1M | 16.0K | 1.1% | ▼−4.2% Reduced · −702 sh | |
| 40 | McKesson Corp COM | $2.1M | 2.8K | 1.1% | ▲New New position | |
| 41 | Netapp Inc COM | $2.1M | 13.5K | 1.1% | ▼−40% Reduced · −9K sh | |
| 42 | Amphenol Corp CL A | $2.1M | 11.7K | 1.1% | ▲New New position | |
| 43 | Veeva Sys Inc CL A COM | $2.0M | 11.4K | 1.0% | ▲+2.2% Added · +246 sh | |
| 44 | Cargurus Inc COM CL A | $2.0M | 58.6K | 1.0% | ▼−1.3% Reduced · −766 sh | |
| 45 | Sharkninja Inc COM SHS | $2.0M | 13.0K | 1.0% | ▼−12% Reduced · −2K sh | |
| 46 | Factset Resh Sys Inc COM | $2.0M | 8.6K | 1.0% | ▼−4.3% Reduced · −390 sh | |
| 47 | Bright Horizons Fam Sol In D COM | $2.0M | 27.7K | 1.0% | ▲+2.5% Added · +669 sh | |
| 48 | Intuit COM | $2.0M | 7.5K | 1.0% | ▼−1.6% Reduced · −124 sh | |
| 49 | Trimble Inc COM | $1.9M | 37.6K | 1.0% | ▲New New position | |
| 50 | Haemonetics Corp Mass COM | $1.9M | 25.5K | 1.0% | ▲+18% Added · +4K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.