Kopp Family Office

Kopp Family Office as of June 30, 2026

Portfolio Holdings for Kopp Family Office

Kopp Family Office holds 29 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 20.5 $33M 338k 98.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 19.2 $31M 439k 71.25
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 13.9 $23M 107k 212.77
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 13.8 $23M 30k 746.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 8.2 $13M 225k 59.69
Ishares Tr Core S&p Mcp Etf (IJH) 6.6 $11M 140k 77.11
Xometry Class A Com (XMTR) 2.1 $3.4M 36k 96.52
Alphatec Hldgs Com New (ATEC) 1.7 $2.8M 329k 8.65
Workiva Com Cl A (WK) 1.7 $2.7M 56k 48.51
Select Sector Spdr Tr St Str Util Etf (XLU) 1.6 $2.7M 59k 45.34
Tactile Systems Technology, In (TCMD) 1.5 $2.5M 83k 29.78
Manhattan Associates (MANH) 1.4 $2.3M 16k 139.25
Vericel (VCEL) 1.4 $2.3M 51k 44.49
Nutanix Cl A (NTNX) 1.4 $2.2M 44k 50.96
Microsoft Corporation (MSFT) 1.1 $1.9M 5.0k 373.02
Hawkins (HWKN) 1.0 $1.7M 12k 142.10
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $1.3M 12k 114.18
Universal Technical Institute (UTI) 0.4 $727k 17k 42.77
Lincoln Educational Services Corporation (LINC) 0.4 $715k 14k 49.90
Ceribell (CBLL) 0.4 $672k 35k 19.45
Fabrinet SHS (FN) 0.2 $350k 623.00 562.08
Forgent Power Solutions Com Shs Cl A (FPS) 0.2 $341k 6.1k 55.86
Ishares Tr Core S&p500 Etf (IVV) 0.1 $164k 219.00 748.89
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $105k 2.2k 48.25
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $49k 331.00 148.31
Ishares Tr Core Intl Aggr (IAGG) 0.0 $43k 839.00 50.60
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.0 $40k 911.00 43.61
Ishares Tr Core Msci Eafe (IEFA) 0.0 $26k 270.00 96.58
Ishares Core Msci Emkt (IEMG) 0.0 $15k 179.00 82.84