AURORA INVESTMENT COUNSEL
Q2 2026 Form 13-F

ATLANTA, GEORGIA
CIK 0001316397 · CRD 107460 · SEC-registered investment adviser
$194.4M Reported Value Total

AURORA INVESTMENT COUNSEL reports 65 total accounts under management (AUM). There are 64 discretionary accounts valued at $248,513,153, and 1 non-discretionary accounts valued at $4,210,391.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Source: Form ADV filed 2026-03-30
Reported value
$194.4M
Quarter over quarter
+11.6%
Holdings
113
Top-10 concentration
15.0%

Filing Structure

Holdings reported by

Key People

Form ADV owners & control persons
David John Yucius
PRESIDENT/CCO
Michael Thomas Doyle
VOTING
Mason James Gaddis
VICE PRESIDENT TRADING AND OPERATIONS

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Q2 2026 13F record

Q2 2026 13F filing summary

Q2 2026 Form 13F portfolio summary
Period of report June 30, 2026
Filed August 10, 2026
Form 13F-HR
Reported value $194.4M
Positions 113
Change in reported value +7.8%
New positions 21
Exited positions 14
Position turnover 27.6%
Top-10 concentration 15.0%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q2 2026 13F
Filed Aug 10, 2026
113 $194.4M
Q1 2026 13F
Filed May 6, 2026
106 $180.3M
Q4 2025 13F
Filed Feb 13, 2026
106 $190.2M
Q3 2025 13F
Filed Nov 10, 2025
106 $190.9M
Q2 2025 13F
Filed Jul 30, 2025
107 $189.7M
Q1 2025 13F
Filed May 1, 2025
110 $180.4M
Q4 2024 13F
Filed Feb 10, 2025
114 $182.6M
Q3 2024 13F
Filed Nov 8, 2024
113 $184.8M
Q2 2024 13F
Filed Aug 22, 2024
107 $170.4M
Q1 2024 13F
Filed Jun 4, 2024
107 $174.6M
Q4 2023 13F
Filed Feb 20, 2024
112 $153.7M
Q3 2023 13F
Filed Nov 22, 2023
113 $151.2M
Q2 2023 13F
Filed Aug 14, 2023
117 $155.8M
Q1 2023 13F
Filed Jun 5, 2023
111 $153.0M
Q4 2022 13F
Filed Feb 3, 2023
112 $144.7M
Q3 2022 13F
Filed Nov 23, 2022
113 $131.8M
Q2 2022 13F
Filed Aug 12, 2022
118 $138.5M
Q1 2022 13F
Filed May 23, 2022
120 $156.8M
Q4 2021 13F
Filed Feb 7, 2022
124 $168.3M
Q3 2021 13F
Filed Nov 17, 2021
122 $143.7M

22 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2026

Largest Q2 2026 13F positions by reported value
# Holding Reported value % of portfolio
1 ZTO ZTO EXPRESS CAYMAN INC $3.2M 1.67%
2 DORM DORMAN PRODS INC $3.2M 1.63%
3 TILE INTERFACE INC $3.0M 1.57%
4 BKNG BOOKING HOLDINGS INC $2.9M 1.49%
5 CART MAPLEBEAR INC $2.9M 1.49%
6 ELF E L F BEAUTY INC $2.9M 1.48%
7 ALLE ALLEGION PLC $2.8M 1.46%
8 URBN URBAN OUTFITTERS INC $2.8M 1.42%
9 EPRT ESSENTIAL PPTYS RLTY TR INC $2.7M 1.4%
10 PRMB PRIMO BRANDS CORPORATION $2.7M 1.4%
11 LYFT LYFT INC $2.7M 1.37%
12 WTRG ESSENTIAL UTILS INC $2.6M 1.35%
13 AMP AMERIPRISE FINL INC $2.6M 1.34%
14 SO SOUTHERN CO $2.6M 1.32%
15 QLYS QUALYS INC $2.6M 1.32%
16 VCTR VICTORY CAP HLDGS INC DEL $2.5M 1.3%
17 NDAQ NASDAQ INC $2.5M 1.29%
18 BIRK BIRKENSTOCK HOLDING PLC $2.5M 1.28%
19 EXTR EXTREME NETWORKS INC $2.5M 1.26%
20 DPZ DOMINOS PIZZA INC $2.4M 1.24%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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