The Analysis of Kopp Family Office, LLC's Holdings


Currently, Kopp Family Office, LLC holds 26 types of securities in its portfolio with a total value $153.6M. In the most recent quarter, they have increased their positions in RSP (+4.1K shares, valued at $772.1K), IJH (+11.2K shares, valued at $730.9K), AGG (+5.2K shares, valued at $521.3K); decreased their positions in WK (-43.3K shares, valued at $3.7M), NEO (-350.7K shares, valued at $2.7M), VEA (-11.5K shares, valued at $691.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VEA VANGUARD TAX-MANAGED FDS492.6K shares-2.29%2025-09-302025-10-16history
VWO VANGUARD INTL EQUITY INDEX F346.1K shares-3.46%2025-09-302025-10-16history
RSP INVESCO EXCHANGE TRADED FD T79.5K shares5.40%2025-09-302025-10-16history
IJH ISHARES TR184.3K shares6.47%2025-09-302025-10-16history
AGG ISHARES TR115.6K shares4.71%2025-09-302025-10-16history
XMTR XOMETRY INC135.2K shares-1.93%2025-09-302025-10-16history
FIVN FIVE9 INC298.9K shares0.00%2025-09-302025-10-16history
NTNX NUTANIX INC91.9K shares-1.21%2025-09-302025-10-16history
Sponsored
VCEL VERICEL CORP172.7K shares0.00%2025-09-302025-10-16history
ATEC ALPHATEC HLDGS INC365.1K shares-1.16%2025-09-302025-10-16history
HWKN HAWKINS INC28.6K shares-0.11%2025-09-302025-10-16history
WK WORKIVA INC57.6K shares-42.92%2025-09-302025-10-16history
TEAM ATLASSIAN CORPORATION26.2K shares-0.72%2025-09-302025-10-16history
VRDN VIRIDIAN THERAPEUTICS INC193.8K shares-4.63%2025-09-302025-10-16history
NEO NEOGENOMICS INC463.9K shares-43.06%2025-09-302025-10-16history
MSFT MICROSOFT CORP6.7K shares0.00%2025-09-302025-10-16history
Sponsored
MANH MANHATTAN ASSOCIATES INC16.9K shares0.00%2025-09-302025-10-16history
INSP INSPIRE MED SYS INC40.6K shares0.00%2025-09-302025-10-16history
TCMD TACTILE SYS TECHNOLOGY INC135.5K shares0.00%2025-09-302025-10-16history
IEFA ISHARES TR1.4K shares0.00%2025-09-302025-10-16history
IVV ISHARES TR159 shares0.00%2025-09-302025-10-16history
ISTB ISHARES TR2.2K shares0.00%2025-09-302025-10-16history
IEMG ISHARES INC1.1K shares0.00%2025-09-302025-10-16history
IAGG ISHARES TR839 shares0.00%2025-09-302025-10-16history
Sponsored
IMTB ISHARES TR911 shares0.00%2025-09-302025-10-16history
IJR ISHARES TR141 shares0.00%2025-09-302025-10-16history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available