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Aurora Investment Counsel

Q1 2023 Holdings

Filed 2023-06-05 | 111 holdings | $153.0M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2023-06-06) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Parker-Hannifin Corporation(PH)ACOM701094104$1.4M4,0220.9%
M.D.C. Holdings, Inc.(MDC1USD)ACOM552676108$1.4M34,8150.9%
SEI Investments Company(SEIC)ACOM784117103$1.4M23,5420.9%
Polaris Inc.(PII)ACOM731068102$1.4M12,3290.9%
SBA Communications Corporation(SBAC)ACOM78410G104$1.4M5,2870.9%
Neurocrine Biosciences, Inc.(NBIX)ACOM64125C109$1.4M13,6590.9%
Agco Corporation(AGCO)ACOM001084102$1.4M10,3850.9%
Brunswick Corporation(BC)ACOM117043109$1.4M17,2460.9%
AMN Healthcare Services, Inc.(AMN)ACOM001744101$1.4M17,1280.9%
Align Technology, Inc.(ALGN)ACOM016255101$1.4M4,2680.9%
Masonite International Corporation(DOOREUR)ACOM575385109$1.4M15,7840.9%
Pentair plc(PNR)ACOMG7S00T104$1.5M26,4431.0%
Northern Oil and Gas, Inc.(NOG)ACOM665531307$1.5M48,1741.0%
Marten Transport, Ltd.(MRTN)ACOM573075108$1.5M69,9311.0%
Timken Company(TKR)ACOM887389104$1.5M17,9331.0%
BrightSphere Investment Group Inc.(AAMI)ACOM10948W103$1.5M62,2981.0%
Zebra Technologies(ZBRA)ACOM989207105$1.5M4,6601.0%
Tractor Supply Company(TSCO)ACOM892356106$1.5M6,4471.0%
Roche Holding AG(RHHBY)ACOM771195104$1.5M42,3551.0%
Dover Corp.(DOV)ACOM260003108$1.5M10,0161.0%
Dropbox, Inc.(DBX)ACOM26210C104$1.5M71,1501.0%
Johnson Controls International PLC(JCI)ACOMG51502105$1.6M25,7981.0%
T. Rowe Price Group, Inc.(TROW)ACOM74144T108$1.6M13,8281.0%
PayPal Holdings, Inc.(PYPL)ACOM70450Y103$1.6M20,6491.0%
LyondellBasell Industries N.V.(LYB)ACOMN53745100$1.6M16,8171.0%
Yeti Holdings, Inc.(YETI)ACOM98585X104$1.6M39,5031.0%
Goldman Sachs Group, Inc.(GS)ACOM38141G104$1.6M4,8561.0%
TFI International Inc.(TFII)ACOM87241L109$1.6M13,4671.0%
W. R. Berkley Corporation(WRB)ACOM084423102$1.6M25,9181.1%
Pool Corporation(POOL)ACOM73278L105$1.6M4,7201.1%
Darling Ingredients Inc.(DAR)ACOM237266101$1.6M28,1221.1%
Interpublic Group of Companies, Inc.(IPG)ACOM460690100$1.6M44,1301.1%
Henry Schein, Inc.(HSIC)ACOM806407102$1.7M20,4911.1%
Emerson Electric(EMR)ACOM291011104$1.7M19,3821.1%
Arch Capital Group(ACGL)ACOMG0450A105$1.7M24,9991.1%
Fox Corporation(FOX)ACOM35137L204$1.7M54,3911.1%
Chemed Corporation(CHE)ACOM16359R103$1.7M3,2341.1%
Charles Schwab Corp.(SCHW)ACOM808513105$1.7M33,2401.1%
Getty Realty Corp.(GTY)ACOM374297109$1.7M48,4821.1%
nVent Electric plc(NVT)ACOMG6700G107$1.7M40,7531.1%
Adobe Systems(ADBE)ACOM00724F101$1.8M4,5961.2%
Kinder Morgan, Inc.(KMI)ACOM49456B101$1.8M103,2061.2%
Gaming and Leisure Properties, Inc.(GLPI)ACOM36467J108$1.8M34,8381.2%
Magellan Midstream Partners, L.P.(WEP)ACOM559080106$1.8M33,6401.2%
Dolby Laboratories, Inc.(DLB)ACOM25659T107$1.9M21,8661.2%
Intuit Inc.(INTU)ACOM461202103$1.9M4,2981.3%
West Pharmaceutical Services, Inc.(WST)ACOM955306105$1.9M5,5311.3%
Sun Communities, Inc.(SUI)ACOM866674104$1.9M13,6181.3%
Tegna Inc.(TGNA)ACOM87901J105$1.9M114,7541.3%
Asml Holding N.V.(ASML)ACOMN07059210$2.0M2,9121.3%
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