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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
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWD CROWDSTRIKE HLDGS INC Technology 7,150.0 $3.4M 1.90% $468.81 +38.3%
22 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 54,323.0 $3.3M 1.87% $60.62 +4.0%
23 BIDU BAIDU INC Communication Services 24,419.0 $3.2M 1.81% -2K -6.0% $130.68 +0.4%
24 AVB AVALONBAY CMTYS INC Real Estate 17,405.0 $3.2M 1.79% $181.33 +1.5%
25 INVH Invitation Homes Inc Real Estate 98,580.0 $2.7M 1.55% NEW $27.79 +4.4%
26 AMD Advanced Micro Devices Technology 12,668.0 $2.7M 1.54% -111.0 -0.9% $214.16 +109.9%
27 PFE PFIZER INC Healthcare 107,664.0 $2.7M 1.52% NEW $24.90 +4.2%
28 TSLA TESLA INC Consumer Cyclical 5,578.0 $2.5M 1.42% +33.0 +0.6% $449.80 -7.2%
29 TDG TRANSDIGM GROUP INC Industrials 1,651.0 $2.2M 1.25% $1330.10 -9.9%
30 ACGL ARCH CAP GROUP LTD Financial Services 22,414.0 $2.1M 1.22% $95.92 +0.2%
31 MSCI MSCI INC Financial Services 3,746.0 $2.1M 1.22% $573.68 +1.5%
32 H HYATT HOTELS CORP Consumer Cyclical 11,189.0 $1.8M 1.02% $160.34 +9.5%
33 CSGP COSTAR GROUP INC Real Estate 22,302.0 $1.5M 0.85% $67.26 -49.6%
34 IT GARTNER INC Technology 4,813.0 $1.2M 0.69% $252.23 -37.7%
35 FDS FACTSET RESH SYS INC Financial Services 3,928.0 $1.1M 0.65% +35.0 +0.9% $290.22 -22.5%
36 SNPS Synopsys Inc Technology 2,255.0 $1.1M 0.60% $469.62 +6.2%
37 FXI CHINA LG-CAP ETF 18,910.0 $724K 0.41% $38.29 -6.3%
38 PEP PEPSICO INC Consumer Defensive 3,673.0 $527K 0.30% $143.48 +3.7%
39 JNJ JOHNSON & JOHNSON Healthcare 2,040.0 $422K 0.24% $206.86 +12.0%
40 PRU PRUDENTIAL FINL INC Financial Services 3,566.0 $403K 0.23% +37.0 +1.1% $113.01 -8.7%
Page 2 of 3  ·  45 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 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%