Kopp Family Office as of March 31, 2023
Portfolio Holdings for Kopp Family Office
Kopp Family Office holds 22 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Russell 2000 Etf (IWM) | 19.4 | $36M | 159k | 226.82 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 15.9 | $30M | 655k | 45.17 | |
| NeoGenomics Com New (NEO) | 12.1 | $23M | 1.3M | 17.41 | |
| Five9 (FIVN) | 10.3 | $19M | 264k | 72.29 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 9.3 | $17M | 426k | 40.40 | |
| Vericel (VCEL) | 8.9 | $17M | 565k | 29.32 | |
| Jamf Hldg Corp (JAMF) | 7.2 | $13M | 691k | 19.42 | |
| Atlassian Corp Cl A | 4.8 | $9.0M | 52k | 171.17 | |
| Workiva Com Cl A (WK) | 2.4 | $4.5M | 44k | 102.40 | |
| Model N (MODN) | 2.2 | $4.0M | 120k | 33.47 | |
| Coherent Corp (COHR) | 2.2 | $4.0M | 105k | 38.08 | |
| Miragen Therapeutics (VRDN) | 1.8 | $3.3M | 131k | 25.44 | |
| Inspire Med Sys (INSP) | 1.8 | $3.3M | 14k | 234.07 | |
| Mitek Sys Com New (MITK) | 1.4 | $2.5M | 263k | 9.59 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $170k | 2.5k | 66.75 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $98k | 2.1k | 47.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $92k | 223.00 | 412.56 | |
| Ishares Tr Core Msci Emkt (IEMG) | 0.0 | $71k | 1.5k | 48.80 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $39k | 806.00 | 48.39 | |
| Ishares Tr Cr 5 10 Yr Etf (IMTB) | 0.0 | $37k | 834.00 | 44.36 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $28k | 113.00 | 247.79 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $16k | 164.00 | 97.56 |
