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Aurora Investment Counsel

RIA/Wealth

Aurora Investment Counsel is a RIA/Wealth based in Atlanta, GA led by David John Yucius, reporting $237.5M in AUM as of Q3 2025 with ETR as the largest holding (2% allocation).

PresidentDavid John Yucius
Portfolio Value
$188.5M
Positions
105
Top Holding
ETR at 1.65%
Last Reported
Q3 2025
Address3350 Riverwood Parkway, Suite #2205, Atlanta, GA, 30339, United States

Top Holdings

Largest long holdings in Aurora Investment Counsel's portfolio (15.4% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Regulated Electric
Utilities
$3.1M
1.65%
+$3.1M
New
0.01%
33.5K shares
2
NTES
Unknown
Unknown
$2.9M
1.55%
-$365.7K
Sold
19.2K shares
Semiconductors
Technology
$2.9M
1.54%
+$148.1K
Bought
0.00%
17.5K shares
Biotechnology
Healthcare
$2.9M
1.54%
-$83.4K
Sold
0.02%
6.9K shares
Asset Management
Financial Services
$2.9M
1.54%
-$6.4K
Sold
0.01%
5.9K shares
REIT - Diversified
Real Estate
$2.9M
1.54%
-$24.5K
Sold
0.05%
97.2K shares
Renewable Utilities
Utilities
$2.9M
1.53%
-$38.3K
Sold
0.05%
29.9K shares
Unknown
Unknown
$2.9M
1.52%
+$153.2K
Bought
149.4K shares
Regulated Water
Utilities
$2.8M
1.49%
-$7.6K
Sold
0.03%
70.4K shares
10
AZN
Unknown
Unknown
$2.8M
1.48%
-$20.0K
Sold
36.4K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aurora Investment Counsel's latest filing

See all changes
Market Value
$188.5M
Prior: $189.7M
Q/Q Change
-0.606%
-$1.1M
Net Flows % of MV
-4.73%
Turnover Ratio
16.97%
New Purchases
11 stocks
$23.1M
Added To
37 stocks
+$4.1M
Sold Out Of
16 stocks
$25.1M
Reduced Holdings
54 stocks
-$10.9M

Increased Positions

PositionShares Δ
New
2
DexCom logo
DexCom
DXCM
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Aurora Investment Counsel

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Sector Allocation

Technology: 19.40%TechnologyConsumer Cyclical: 11.20%Consumer CyclicalHealthcare: 10.20%HealthcareIndustrials: 10.20%IndustrialsFinancial Services: 9.50%Financial ServicesReal Estate: 8.80%Real EstateUtilities: 6.40%Communication Services: 5.50%Consumer Defensive: 5.00%Energy: 5.00%Basic Materials: 0.80%
Technology
19.40%
Consumer Cyclical
11.20%
Healthcare
10.20%
Industrials
10.20%
Financial Services
9.50%
Real Estate
8.80%
Utilities
6.40%
Communication Services
5.50%
Consumer Defensive
5.00%
Energy
5.00%
Basic Materials
0.80%

Market Cap Distribution

Large Cap ($10B - $200B): 44.01%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 38.91%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 6.99%Nano Cap (< $50M): 2.00%N/A (ETF or Unknown): 8.09%
Large Cap ($10B - $200B)
44.01%
Mid Cap ($2B - $10B)
38.91%
Small Cap ($300M - $2B)
6.99%
Nano Cap (< $50M)
2.00%
N/A (ETF or Unknown)
8.09%

Portfolio Concentration

Top 10 Holdings %
15.38%
Top 20 Holdings %
29.4%
Top 50 Holdings %
64.3%
Top 100 Holdings %
99.08%

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