Kopp Family Office

Latest statistics and disclosures from Kopp Family Office's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, IWM, VCEL, VWO, FIVN, and represent 65.74% of Kopp Family Office's stock portfolio.
  • Added to shares of these 8 stocks: INSP, VEA, VWO, IJH, WK, MODN, Atlassian Corp Plc cl a, VRDN.
  • Reduced shares in these 3 stocks: IWM, VCEL, NEO.
  • Kopp Family Office was a net buyer of stock by $130k.
  • Kopp Family Office has $175M in assets under management (AUM), dropping by 2.26%.
  • 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 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) 17.7 $31M 619k 50.17
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Ishares Tr Russell 2000 Etf (IWM) 16.4 $29M -6% 106k 270.80
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Vericel (VCEL) 13.6 $24M 458k 52.02
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 9.6 $17M 401k 41.77
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Five9 (FIVN) 8.4 $15M 238k 62.11
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NeoGenomics Com New (NEO) 8.0 $14M 895k 15.72
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Atlassian Corp Cl A 5.5 $9.7M 50k 195.12
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Inspire Med Sys (INSP) 5.0 $8.8M +23% 41k 214.79
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Jamf Hldg Corp (JAMF) 4.2 $7.4M 403k 18.35
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Workiva Com Cl A (WK) 3.7 $6.5M 76k 84.80
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Model N (MODN) 3.5 $6.1M 215k 28.47
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Miragen Therapeutics (VRDN) 2.1 $3.6M 206k 17.51
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Mitek Sys Com New (MITK) 1.9 $3.3M 237k 14.10
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $104k 197.00 527.92
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $104k 1.4k 74.29
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $96k 2.0k 47.64
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Ishares Tr Core Msci Emkt (IEMG) 0.0 $59k 1.2k 51.30
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $40k 806.00 49.63
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.0 $36k 834.00 43.17
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $34k +400% 565.00 60.18
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $18k 164.00 109.76
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Past Filings by Kopp Family Office

SEC 13F filings are viewable for Kopp Family Office going back to 2019

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