AURORA INVESTMENT COUNSEL
Q2 2023 Form 13-F

ATLANTA, GEORGIA
CIK 0001316397 · CRD 107460 · SEC-registered investment adviser
$155.8M Reported Value Total

AURORA INVESTMENT COUNSEL reports 57 total accounts under management (AUM). There are 56 discretionary accounts valued at $187,199,211, and 1 non-discretionary accounts valued at $3,266,638.

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
$155.8M
Quarter over quarter
+2.0%
Holdings
117
Top-10 concentration
13.8%

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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13F Metrics

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Q2 2023 13F record

Q2 2023 13F filing summary

Q2 2023 Form 13F portfolio summary
Period of report June 30, 2023
Filed August 14, 2023
Form 13F-HR
Reported value $155.8M
Positions 117
Change in reported value +1.8%
New positions 16
Exited positions 10
Position turnover 20.5%
Top-10 concentration 13.8%

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 2023

Largest Q2 2023 13F positions by reported value
# Holding Reported value % of portfolio
1 LRCX Lam Research Corporation $2.5M 1.63%
2 ADBE Adobe Systems $2.2M 1.43%
3 CMI Cummins Inc. $2.1M 1.37%
4 SCHW Charles Schwab Corp. $2.1M 1.36%
5 HD Home Depot, Inc. $2.1M 1.36%
6 BTO John Hancock Financial Opportu $2.1M 1.35%
7 ASML ASML Holding N.V. $2.1M 1.32%
8 MMP Magellan Midstream Partners, L $2.1M 1.32%
9 QCOM QUALCOMM Incorporated $2.0M 1.31%
10 JNPR Juniper Networks, Inc. $2.0M 1.29%
11 DGX Quest Diagnostics $2.0M 1.28%
12 CSCO Cisco Systems Inc. $2.0M 1.27%
13 INTU Intuit Inc. $2.0M 1.25%
14 RHI Robert Half International Inc. $1.9M 1.24%
15 DBX Dropbox, Inc. $1.9M 1.2%
16 AMN AMN Healthcare Services, Inc. $1.9M 1.2%
17 DAR Darling Ingredients Inc. $1.8M 1.16%
18 POOL Pool Corporation $1.8M 1.14%
19 SUI Sun Communities, Inc. $1.8M 1.13%
20 EMR Emerson Electric $1.7M 1.12%

Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.

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Beneficial Ownership (Schedule 13D/13G)

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