Kopp Family Office
Latest statistics and disclosures from Kopp Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, RSP, IJH, VWO, AGG, and represent 65.87% of Kopp Family Office's stock portfolio.
- Added to shares of these 4 stocks: IJH (+$6.2M), AGG (+$5.8M), RSP (+$5.4M), MSFT.
- Reduced shares in these 10 stocks: FIVN (-$7.2M), NEO, INSP, VEA, VWO, XMTR, ATEC, VRDN, VCEL, TCMD.
- Sold out of its positions in FIVN, INSP, IEFA, IEMG, NEO.
- Kopp Family Office was a net seller of stock by $-2.1M.
- Kopp Family Office has $157M in assets under management (AUM), dropping by 1.97%.
- Central Index Key (CIK): 0001683689
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Portfolio Holdings for Kopp Family Office
Kopp Family Office holds 21 positions in its portfolio as reported in the December 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) | 18.7 | $29M | -4% | 469k | 62.47 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 13.1 | $21M | +35% | 108k | 191.56 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.7 | $18M | +51% | 279k | 66.00 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 11.3 | $18M | -5% | 328k | 53.76 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 11.1 | $17M | +49% | 173k | 99.88 |
|
| Xometry Class A Com (XMTR) | 4.5 | $7.1M | -11% | 119k | 59.47 |
|
| Alphatec Hldgs Com New (ATEC) | 4.4 | $6.9M | -9% | 329k | 21.04 |
|
| Vericel (VCEL) | 3.7 | $5.8M | -6% | 162k | 36.01 |
|
| Miragen Therapeutics (VRDN) | 3.4 | $5.4M | -10% | 173k | 31.12 |
|
| Workiva Com Cl A (WK) | 3.1 | $4.8M | -2% | 56k | 86.25 |
|
| Nutanix Cl A (NTNX) | 2.9 | $4.5M | -4% | 88k | 51.69 |
|
| Microsoft Corporation (MSFT) | 2.6 | $4.1M | +25% | 8.5k | 483.62 |
|
| Atlassian Corporation Cl A (TEAM) | 2.6 | $4.1M | -3% | 25k | 162.14 |
|
| Hawkins (HWKN) | 2.5 | $3.9M | -4% | 27k | 142.06 |
|
| Tactile Systems Technology, In (TCMD) | 2.4 | $3.7M | -6% | 127k | 29.00 |
|
| Manhattan Associates (MANH) | 1.8 | $2.8M | -3% | 16k | 173.31 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $106k | 2.2k | 48.75 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $101k | -7% | 147.00 | 684.94 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $42k | 839.00 | 50.01 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $40k | 911.00 | 44.20 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $17k | 141.00 | 120.18 |
|
Past Filings by Kopp Family Office
SEC 13F filings are viewable for Kopp Family Office going back to 2019
- Kopp Family Office 2025 Q4 filed Jan. 12, 2026
- 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