Kopp Family Office
Latest statistics and disclosures from Kopp Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, VWO, VCEL, NEO, FIVN, and represent 56.25% of Kopp Family Office's stock portfolio.
- Added to shares of these 5 stocks: IJH, AGG, ISTB, IMTB, IAGG.
- Reduced shares in these 10 stocks: JAMF (-$7.0M), VCEL (-$5.7M), NEO, FIVN, VEA, IVV, VWO, Atlassian Corp Plc cl a, WK, VRDN.
- Sold out of its position in JAMF.
- Kopp Family Office was a net seller of stock by $-11M.
- Kopp Family Office has $158M in assets under management (AUM), dropping by 0.50%.
- 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 2024 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) | 18.6 | $29M | 613k | 47.82 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 11.1 | $18M | 397k | 44.04 |
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| Vericel (VCEL) | 9.4 | $15M | -27% | 270k | 54.91 |
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| NeoGenomics Com New (NEO) | 8.7 | $14M | -10% | 829k | 16.48 |
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| Five9 (FIVN) | 8.6 | $14M | -5% | 332k | 40.64 |
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| Workiva Com Cl A (WK) | 7.7 | $12M | 112k | 109.50 |
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| Atlassian Corp Cl A | 7.7 | $12M | 50k | 243.38 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 6.6 | $11M | +11% | 108k | 96.90 |
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| Ishares Tr Russell 2000 Etf (IWM) | 6.2 | $9.8M | 34k | 287.82 |
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| Inspire Med Sys (INSP) | 4.8 | $7.6M | 41k | 185.38 |
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| Nutanix Cl A (NTNX) | 3.8 | $6.0M | 98k | 61.18 |
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| Miragen Therapeutics (VRDN) | 2.5 | $3.9M | 205k | 19.17 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $3.4M | +9539% | 55k | 62.32 |
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| Invesco Exchange Traded S&p500 Eql Wgt (RSP) | 2.0 | $3.2M | 18k | 175.22 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $104k | +7% | 2.2k | 47.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $98k | 1.4k | 70.00 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $94k | -19% | 159.00 | 591.20 |
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| Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $60k | 1.2k | 52.17 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $42k | +4% | 839.00 | 50.06 |
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| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $39k | +9% | 911.00 | 42.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $16k | -14% | 141.00 | 113.48 |
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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 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
- Kopp Family Office 2021 Q2 filed Aug. 16, 2021
- Kopp Family Office 2021 Q1 filed May 17, 2021