Kopp Family Office as of March 31, 2026
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 | 440k | 64.08 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 18.8 | $27M | 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 | 30k | 650.34 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 8.4 | $12M | 226k | 54.05 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.4 | $9.3M | 138k | 67.53 | |
| Vericel (VCEL) | 3.6 | $5.3M | 163k | 32.17 | |
| Hawkins (HWKN) | 2.8 | $4.1M | 27k | 153.60 | |
| Alphatec Hldgs Com New (ATEC) | 2.5 | $3.6M | 329k | 10.88 | |
| Workiva Com Cl A (WK) | 2.3 | $3.3M | 56k | 59.63 | |
| Xometry Class A Com (XMTR) | 2.0 | $3.0M | 72k | 40.84 | |
| Tactile Systems Technology, In (TCMD) | 1.5 | $2.2M | 85k | 26.13 | |
| Manhattan Associates (MANH) | 1.5 | $2.2M | 16k | 133.12 | |
| Microsoft Corporation (MSFT) | 1.3 | $1.8M | 5.0k | 370.17 | |
| Nutanix Cl A (NTNX) | 1.1 | $1.7M | 43k | 38.01 | |
| Miragen Therapeutics (VRDN) | 0.7 | $1.1M | 55k | 19.56 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $105k | 2.2k | 48.46 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $96k | 147.00 | 653.21 | |
| 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 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $18k | 141.00 | 124.31 |
