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Aurora Investment Counsel

Q4 2023 Holdings

Filed 2024-02-20 | 112 holdings | $153.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Coca-Cola Consolidated, Inc.(COKE)COM191098102$1.4M2,0690.9%
Interpublic Group of Companies(IPG)COM460690100$1.4M45,8900.9%
MDU Resources Group, Inc.(MDU)COM552690109$1.4M69,4640.9%
SEI Investments Company(SEIC)COM784117103$1.4M24,0280.9%
Dropbox, Inc.(DBX)COM26210C104$1.4M64,6220.9%
WEC Energy Group, Inc.(WEC)COM92939U106$1.4M17,5100.9%
Middleby Corporation(MIDD)COM596278101$1.4M10,4510.9%
Global Payments Inc(GPN)COM37940X102$1.4M10,3070.9%
ChampionX Corporation(APY1EUR)COM15872M104$1.5M49,6660.9%
Neurocrine Biosciences, Inc.(NBIX)COM64125C109$1.5M13,7260.9%
Viper Energy Inc.(VNOMUSD)COM927959106$1.5M51,8690.9%
Crown Holdings, Inc.(CCK)COM228368106$1.5M14,8941.0%
Johnson Controls International(JCI)COMG51502105$1.5M26,6241.0%
Getty Realty Corp.(GTY)COM374297109$1.5M50,0051.0%
Allegro MicroSystems, Inc.(ALGM)COM01749D105$1.5M57,1361.0%
Bright Horizons Family Solutio(BFAM)COM109194100$1.5M17,4611.0%
Agilent Technologies, Inc.(A)COM00846U101$1.5M12,1311.0%
Genco Shipping & Trading Limit(GNK)COMY2685T131$1.5M79,1831.0%
Globus Medical, Inc.(GMED)COM379577208$1.5M33,6801.0%
LyondellBasell Industries N.V.(LYB)COMN53745100$1.5M17,3701.0%
CF Industries Holdings, Inc.(CF)COM125269100$1.6M19,4981.0%
MP Materials Corp.(MP)COM553368101$1.6M56,5801.0%
Royalty Pharma plc(RPRX)COMG7709Q104$1.6M40,5581.0%
PayPal Holdings, Inc.(PYPL)COM70450Y103$1.6M21,1641.0%
Halozyme Therapeutics, Inc.(HALO)COM40637H109$1.6M37,1561.0%
PagSeguro Digital Ltd.(PAGS)COMG68707101$1.6M213,9281.0%
Dover Corp.(DOV)COM260003108$1.6M10,5641.1%
Lantheus Holdings, Inc.(LNTH)COM516544103$1.7M24,4921.1%
Tractor Supply Company(TSCO)COM892356106$1.7M8,1641.1%
Henry Schein, Inc.(HSIC)COM806407102$1.7M22,1021.1%
Gaming and Leisure Properties,(GLPI)COM36467J108$1.7M36,5201.1%
Intuit Inc.(INTU)COM461202103$1.7M3,9881.1%
Cisco Systems Inc.(CSCO)COM17275R102$1.8M40,4881.1%
AMN Healthcare Services, Inc.(AMN)COM001744101$1.8M18,2011.1%
Emerson Electric(EMR)COM291011104$1.8M20,3441.2%
Timken Company(TKR)COM887389104$1.8M21,2681.2%
W. R. Berkley Corporation(WRB)COM084423102$1.8M26,3171.2%
Fox Corporation(FOX)COM35137L204$1.8M51,9111.2%
Yeti Holdings, Inc.(YETI)COM98585X104$1.8M40,4821.2%
Enersys(ENS)COM29275Y102$1.8M18,4581.2%
Asml Holding N.V.(ASML)COMN07059210$1.8M2,9281.2%
Sun Communities, Inc.(SUI)COM866674104$1.8M10,3291.2%
Pool Corporation(POOL)COM73278L105$1.8M4,9511.2%
Oneok, Inc.(OKE)COM682680103$1.8M22,8901.2%
Hershey Company(HSY)COM427866108$1.9M9,8341.2%
Kinder Morgan, Inc.(KMI)COM49456B101$1.9M111,7201.2%
Goldman Sachs Group, Inc.(GS)COM38141G104$2.0M5,3011.3%
Darling Ingredients Inc.(DAR)COM237266101$2.0M27,8221.3%
Quest Diagnostics(DGX)COM74834L100$2.0M14,8351.3%
WNS Holdings Limited(WNSN)COM92932M101$2.0M28,5151.3%
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