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Portfolio (Quarterly) Guide ↗

Aurora Investment Managers, LLC.

· CIK 0001798485
13F Portfolio $164M AUM 52 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 15 New 6 Added 26 Reduced 8 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 KWEB Kraneshares Tr Csi China Inter 433,542.0 $10.6M 6.49% -6K -1.4% $24.47 +7.0%
2 GOOGL ALPHABET INC Communication Services 23,423.0 $8.4M 5.12% -2K -7.3% $357.38 +0.6%
3 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 77,614.0 $7.4M 4.55% -5K -5.8% $95.97 +17.0%
4 GOOG ALPHABET INC Communication Services 19,589.0 $6.9M 4.23% -2K -10.7% $353.31 +1.1%
5 AVGO BROADCOM INC Technology 17,749.0 $6.7M 4.10% -3K -15.1% $377.77 +3.0%
6 JD Jd.Com Inc Consumer Cyclical 261,452.0 $6.7M 4.07% -12K -4.3% $25.48 +13.2%
7 QQQ INVESCO QQQ TR Financial Services 8,746.0 $6.4M 3.94% -2K -17.0% $736.34 -2.3%
8 CRWD CROWDSTRIKE HLDGS INC Technology 6,989.0 $5.3M 3.26% -161.0 -2.2% $190.80 +10.4%
9 BIDU BAIDU INC Communication Services 22,286.0 $2.5M 1.56% -2K -8.7% $114.29 -4.0%
10 IDXX IDEXX LABS INC Healthcare 4,638.0 $2.4M 1.49% -386.0 -7.7% $526.52 +2.7%
11 BIL SPDR SER TR 25,644.0 $2.4M 1.44% -96K -78.8% $91.64 -0.1%
12 ACGL ARCH CAP GROUP LTD Financial Services 19,872.0 $1.9M 1.18% -3K -11.3% $97.07 +4.6%
13 TDG TRANSDIGM GROUP INC Industrials 1,440.0 $1.9M 1.17% -211.0 -12.8% $1332.64 -8.8%
14 MSCI MSCI INC Financial Services 3,393.0 $1.9M 1.16% -353.0 -9.4% $559.98 +9.2%
15 EQR EQUITY RESIDENTIAL Real Estate 10,550.0 $717K 0.44% -46K -81.4% $67.96 +1.1%
16 ESS ESSEX PPTY TR INC Real Estate 2,189.0 $638K 0.39% -11K -83.8% $291.46 +2.3%
17 MAA MID AMER APT CMNTYS INC Real Estate 4,506.0 $626K 0.38% -22K -83.0% $138.93 -3.8%
18 FXI CHINA LG-CAP ETF 18,670.0 $590K 0.36% -240.0 -1.3% $31.60 +6.9%
19 CPT CAMDEN PPTY TR Real Estate 5,086.0 $582K 0.36% -29K -84.9% $114.43 -1.3%
20 UDR UDR INC Real Estate 14,057.0 $561K 0.34% -79K -84.9% $39.91 +0.2%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Communication Services 19.3%
Consumer Cyclical 16.5%
Healthcare 15.9%
Financial Services 10.9%
Real Estate 3.9%
Industrials 1.4%
Consumer Defensive 0.9%