Kopp Family Office
Latest statistics and disclosures from Kopp Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VWO, RSP, IJH, AGG, and represent 56.60% of Kopp Family Office's stock portfolio.
- Added to shares of these 3 stocks: RSP, IJH, AGG.
- Reduced shares in these 10 stocks: WK, NEO, VMEO, VEA, VWO, VRDN, XMTR, NTNX, ATEC, TEAM.
- Sold out of its position in VMEO.
- Kopp Family Office was a net seller of stock by $-8.9M.
- Kopp Family Office has $154M in assets under management (AUM), dropping by -0.59%.
- Central Index Key (CIK): 0001683689
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Portfolio Holdings for Kopp Family Office
Kopp Family Office holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 19.2 | $30M | -2% | 493k | 59.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 12.2 | $19M | -3% | 346k | 54.18 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 9.8 | $15M | +5% | 80k | 189.70 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.8 | $12M | +6% | 184k | 65.26 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 7.5 | $12M | +4% | 116k | 100.25 |
|
| Xometry Class A Com (XMTR) | 4.8 | $7.4M | 135k | 54.47 |
|
|
| Five9 (FIVN) | 4.7 | $7.2M | 299k | 24.20 |
|
|
| Nutanix Cl A (NTNX) | 4.5 | $6.8M | 92k | 74.39 |
|
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| Vericel (VCEL) | 3.5 | $5.4M | 173k | 31.47 |
|
|
| Alphatec Hldgs Com New (ATEC) | 3.5 | $5.3M | 365k | 14.54 |
|
|
| Hawkins (HWKN) | 3.4 | $5.2M | 29k | 182.72 |
|
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| Workiva Com Cl A (WK) | 3.2 | $5.0M | -42% | 58k | 86.08 |
|
| Atlassian Corporation Cl A (TEAM) | 2.7 | $4.2M | 26k | 159.70 |
|
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| Miragen Therapeutics (VRDN) | 2.7 | $4.2M | -4% | 194k | 21.58 |
|
| Neogenomics Com New (NEO) | 2.3 | $3.6M | -43% | 464k | 7.72 |
|
| Microsoft Corporation (MSFT) | 2.3 | $3.5M | 6.7k | 517.95 |
|
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| Manhattan Associates (MANH) | 2.3 | $3.5M | 17k | 204.98 |
|
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| Inspire Med Sys (INSP) | 2.0 | $3.0M | 41k | 74.20 |
|
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| Tactile Systems Technology, In (TCMD) | 1.2 | $1.9M | 136k | 13.84 |
|
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $122k | 1.4k | 87.31 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $106k | 159.00 | 669.30 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $106k | 2.2k | 48.84 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $76k | 1.2k | 65.92 |
|
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $43k | 839.00 | 51.23 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $40k | 911.00 | 44.21 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $17k | 141.00 | 118.83 |
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Past Filings by Kopp Family Office
SEC 13F filings are viewable for Kopp Family Office going back to 2019
- Kopp Family Office 2025 Q3 filed Oct. 16, 2025
- Kopp Family Office 2025 Q2 filed July 15, 2025
- Kopp Family Office 2024 Q4 filed Feb. 13, 2025
- Kopp Family Office 2024 Q3 filed Dec. 31, 2024
- Kopp Family Office 2024 Q2 filed July 29, 2024
- Kopp Family Office 2024 Q1 filed June 17, 2024
- Kopp Family Office 2023 Q4 filed Feb. 13, 2024
- Kopp Family Office 2023 Q3 filed Nov. 14, 2023
- Kopp Family Office 2023 Q2 filed Aug. 14, 2023
- Kopp Family Office 2023 Q1 filed May 15, 2023
- Kopp Family Office 2022 Q4 filed Feb. 14, 2023
- Kopp Family Office 2022 Q3 filed Nov. 14, 2022
- Kopp Family Office 2022 Q2 filed Aug. 16, 2022
- Kopp Family Office 2022 Q1 filed May 16, 2022
- Kopp Family Office 2021 Q4 filed Feb. 15, 2022
- Kopp Family Office 2021 Q3 filed Nov. 16, 2021