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Portfolio (Quarterly) Guide ↗

Aurora Investment Managers, LLC.

· CIK 0001798485
13F Portfolio $176M AUM 45 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 4 Added 9 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BIL SPDR SER TR 121,230.0 $11.1M 6.28% -17K -12.6% $91.38 +0.2%
2 AVGO BROADCOM INC Technology 20,902.0 $7.2M 4.10% -140.0 -0.7% $346.09 +19.8%
3 GOOG ALPHABET INC Communication Services 21,935.0 $6.9M 3.90% -155.0 -0.7% $313.79 +22.2%
4 QQQ INVESCO QQQ TR Financial Services 10,532.0 $6.5M 3.67% -222.0 -2.1% $614.32 +16.3%
5 CPT CAMDEN PPTY TR Real Estate 33,590.0 $3.7M 2.10% -201.0 -0.6% $110.09 -3.6%
6 MAA MID AMER APT CMNTYS INC Real Estate 26,471.0 $3.7M 2.08% -159.0 -0.6% $138.91 -6.4%
7 EQR EQUITY RESIDENTIAL Real Estate 56,624.0 $3.6M 2.02% -325.0 -0.6% $63.05 +4.3%
8 BIDU BAIDU INC Communication Services 24,419.0 $3.2M 1.81% -2K -6.0% $130.68 +0.4%
9 AMD Advanced Micro Devices Technology 12,668.0 $2.7M 1.54% -111.0 -0.9% $214.16 +109.9%

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 23.8%
Real Estate 23.8%
Communication Services 19.2%
Consumer Cyclical 16.2%
Financial Services 10.5%
Healthcare 4.5%
Industrials 1.5%
Consumer Defensive 0.4%
Energy 0.2%