Kopp Family Office
Latest statistics and disclosures from Kopp Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, AGG, RSP, SPY, VWO, and represent 73.94% of Kopp Family Office's stock portfolio.
- Added to shares of these 3 stocks: SPY (+$19M), AGG (+$10M), VCEL.
- Started 1 new stock position in SPY.
- Reduced shares in these 10 stocks: IJH (-$9.5M), VWO (-$5.5M), TEAM, VRDN, XMTR, VEA, NTNX, MSFT, TCMD, RSP.
- Sold out of its position in TEAM.
- Kopp Family Office was a net buyer of stock by $8.6k.
- Kopp Family Office has $145M in assets under management (AUM), dropping by -7.23%.
- 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 March 2026 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) | 19.4 | $28M | -6% | 440k | 64.08 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 18.8 | $27M | +58% | 275k | 99.27 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 14.0 | $20M | 106k | 191.92 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 13.4 | $19M | NEW | 30k | 650.34 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.4 | $12M | -31% | 226k | 54.05 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.4 | $9.3M | -50% | 138k | 67.53 |
|
| Vericel (VCEL) | 3.6 | $5.3M | 163k | 32.17 |
|
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| Hawkins (HWKN) | 2.8 | $4.1M | 27k | 153.60 |
|
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| Alphatec Hldgs Com New (ATEC) | 2.5 | $3.6M | 329k | 10.88 |
|
|
| Workiva Com Cl A (WK) | 2.3 | $3.3M | 56k | 59.63 |
|
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| Xometry Class A Com (XMTR) | 2.0 | $3.0M | -39% | 72k | 40.84 |
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| Tactile Systems Technology, In (TCMD) | 1.5 | $2.2M | -33% | 85k | 26.13 |
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| Manhattan Associates (MANH) | 1.5 | $2.2M | 16k | 133.12 |
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| Microsoft Corporation (MSFT) | 1.3 | $1.8M | -41% | 5.0k | 370.17 |
|
| Nutanix Cl A (NTNX) | 1.1 | $1.7M | -50% | 43k | 38.01 |
|
| Miragen Therapeutics (VRDN) | 0.7 | $1.1M | -68% | 55k | 19.56 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $105k | 2.2k | 48.46 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $96k | 147.00 | 653.21 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $42k | 839.00 | 50.04 |
|
|
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $40k | 911.00 | 43.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $18k | 141.00 | 124.31 |
|
Past Filings by Kopp Family Office
SEC 13F filings are viewable for Kopp Family Office going back to 2019
- Kopp Family Office 2026 Q1 filed April 20, 2026
- 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