The Analysis of Kopp Family Office, LLC's Holdings


Currently, Kopp Family Office, LLC holds 21 types of securities in its portfolio with a total value $156.7M. In the most recent quarter, they have increased their positions in IJH (+94.2K shares, valued at $6.2M), AGG (+57.8K shares, valued at $5.8M), N/A (+28.0K shares, valued at $5.4M); decreased their positions in VEA (-24.0K shares, valued at $1.5M), VWO (-18.2K shares, valued at $975.9K), XMTR (-16.2K shares, valued at $964.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS468.6K shares-4.87%2025-12-312026-01-12history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T107.5K shares35.23%2025-12-312026-01-12history
IJH ISHARES TR278.5K shares51.12%2025-12-312026-01-12history
VWO VANGUARD INTL EQUITY INDEX F327.9K shares-5.25%2025-12-312026-01-12history
AGG ISHARES TR173.4K shares49.99%2025-12-312026-01-12history
XMTR XOMETRY INC119.0K shares-11.99%2025-12-312026-01-12history
ATEC ALPHATEC HLDGS INC328.7K shares-9.96%2025-12-312026-01-12history
VCEL VERICEL CORP161.7K shares-6.37%2025-12-312026-01-12history
Sponsored
VRDN VIRIDIAN THERAPEUTICS INC173.2K shares-10.66%2025-12-312026-01-12history
WK WORKIVA INC55.9K shares-2.95%2025-12-312026-01-12history
NTNX NUTANIX INC87.9K shares-4.36%2025-12-312026-01-12history
MSFT MICROSOFT CORP8.5K shares25.97%2025-12-312026-01-12history
ATLASSIAN CORPORATION ATLASSIAN CORPORATION25.2K shares-3.64%2025-12-312026-01-12history
HWKN HAWKINS INC27.3K shares-4.68%2025-12-312026-01-12history
TCMD TACTILE SYS TECHNOLOGY INC127.3K shares-6.06%2025-12-312026-01-12history
MANH MANHATTAN ASSOCIATES IN16.3K shares-3.61%2025-12-312026-01-12history
Sponsored
ISTB ISHARES TR2.2K shares0.00%2025-12-312026-01-12history
IVV ISHARES TR147 shares-7.55%2025-12-312026-01-12history
IAGG ISHARES TR839 shares0.00%2025-12-312026-01-12history
IMTB ISHARES TR911 shares0.00%2025-12-312026-01-12history
IJR ISHARES TR141 shares0.00%2025-12-312026-01-12history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available