Kopp Family Office

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

  • Top 5 stock holdings are AGG, VEA, SPY, RSP, VWO, and represent 76.26% of Kopp Family Office's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$11M), VWO (+$6.7M), SHOP, NVEC, MTSI, PL, DCTH, LINC, FPS, UTI.
  • Started 4 new stock positions in PL, NVEC, DCTH, MTSI.
  • Reduced shares in these 10 stocks: AGG (-$12B), IJH (-$1.7B), VEA (-$29M), XLU (-$9.4M), WK, MANH, ISTB, NTNX, RSP, MSFT.
  • Kopp Family Office was a net seller of stock by $-14B.
  • Kopp Family Office has $161M in assets under management (AUM), dropping by -1.46%.
  • Central Index Key (CIK): 0001683689

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Portfolio Holdings for Kopp Family Office

Kopp Family Office holds 33 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 20.9 $34M -99% 911.00 36824.52
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 19.5 $31M -48% 227k 138.19
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.2 $23M +97% 60k 382.37
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 13.3 $21M -3% 103k 208.02
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.4 $14M +97% 445k 30.30
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Ishares Tr Core S&p Mcp Etf (IJH) 6.2 $10M -99% 839.00 11918.66
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Xometry Class A Com (XMTR) 2.3 $3.7M 36k 102.85
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Alphatec Hldgs Com New (ATEC) 2.1 $3.4M 330k 10.32
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Select Sector Spdr Tr St Str Util Etf (XLU) 1.5 $2.3M -80% 12k 198.20
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Vericel (VCEL) 1.3 $2.1M 51k 40.14
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Nutanix Cl A (NTNX) 1.3 $2.0M -33% 29k 70.41
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Microsoft Corporation (MSFT) 1.2 $1.9M -26% 3.7k 512.90
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Manhattan Associates (MANH) 1.1 $1.8M -45% 8.9k 198.70
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Shopify Cl A Sub Vtg Shs (SHOP) 1.1 $1.8M +152% 30k 58.86
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Workiva Com Cl A (WK) 0.9 $1.5M -59% 23k 66.57
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Tactile Systems Technology, In (TCMD) 0.8 $1.3M -28% 60k 22.29
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Hawkins (HWKN) 0.6 $1.0M -28% 8.3k 126.00
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Ceribell (CBLL) 0.5 $845k 35k 24.39
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Nve Corp Com New (NVEC) 0.5 $750k NEW 6.8k 110.08
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M/a (MTSI) 0.4 $710k NEW 2.5k 284.82
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Planet Labs Pbc Com Cl A (PL) 0.3 $544k NEW 33k 16.39
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Lincoln Educational Services Corporation (LINC) 0.3 $477k +52% 22k 21.87
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Delcath Sys Com New (DCTH) 0.3 $450k NEW 28k 15.97
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Universal Technical Institute (UTI) 0.3 $444k +39% 24k 18.67
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Forgent Power Solutions Com Shs Cl A (FPS) 0.2 $383k +67% 10k 37.44
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Fabrinet SHS (FN) 0.2 $336k +26% 791.00 424.27
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $168k +23% 270.00 621.19
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $103k -91% 179.00 573.60
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $45k -33% 219.00 205.61
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Ishares Tr Core Intl Aggr (IAGG) 0.0 $41k +16465% 139k 0.30
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Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.0 $38k -63% 331.00 113.78
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $26k +131324% 355k 0.07
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Ishares Core Msci Emkt (IEMG) 0.0 $15k +1113% 2.2k 6.69
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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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