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CIK: 0001683689
Total reported value
$160.8M
$160.8M
27 檔
50.9%
As reported in its official Q2 2025 Form 13F filing, Kopp Family Office, LLC's tracked investment portfolio stood at $160.8M with 27 total positions.
In Q2 2025, Kopp Family Office, LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 18.60% | +0.36% | -11.97% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.47% | +0.16% | -7.49% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.87% | -0.59% | +306.00% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.09% | +0.39% | +1.19% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.95% | -0.40% | +208.47% | |
| 6 | FIVN | Five9 Inc | Stock-Tech | 5.12% | — | -10.05% | |
| 7 | VCEL | Vericel CORP | Stock-Other | 4.75% | -0.11% | -4.72% | |
| 8 | NTNX | Nutanix Inc - A | Stock-Tech | 4.60% | -0.10% | -4.64% | |
| 9 | WK | Workiva Inc | Stock-Tech | 4.47% | -0.72% | -9.40% | |
| 10 | NEO | Neogenomics Inc | Stock-Healthcare | 3.85% | — | -1.69% | |
| 11 | TEAM | Atlassian Corp-cl A | Stock-Tech | 3.47% | — | -0.20% | |
| 12 | INSP | Inspire Medical Systems Inc | Stock-Healthcare | 3.41% | — | -1.04% | |
| 13 | XMTR | Xometry Inc-a | Stock-Other | 3.01% | +0.17% | +25.07% | |
| 14 | ATEC | Alphatec Holdings Inc | Stock-Other | 2.65% | +0.38% | -0.27% | |
| 15 | HWKN | Hawkins Inc | Stock-Other | 2.64% | -0.36% | +92.45% | |
| 16 | MANH | Manhattan Associates Inc | Stock-Tech | 2.16% | -0.30% | -0.17% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.03% | +1.08% | |
| 18 | VRDN | Viridian Therapeutics Inc | Stock-Other | 1.84% | — | -1.06% | |
| 19 | VMEO* | Vimeo Inc | Stock-Other | 1.67% | — | +24.39% | |
| 20 | TCMD | Tactile Systems Technology I | Stock-Other | 0.89% | -0.69% | +49.80% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.08% | — | — | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.07% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.04% | — | — | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.03% | — | — | |
| 26 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.03% | — | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +6.6% | +306.00% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +4.7% | +208.47% | Add |
| 3 | HWKN | Hawkins Inc | +1.6% | +92.45% | Add |
| 4 | XMTR | Xometry Inc-a | +1.1% | +25.07% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +1.08% | Add |
| 6 | MANH | Manhattan Associates Inc | +0.1% | -0.17% | Trim |
| 7 | TCMD | Tactile Systems Technology I | +0.1% | +49.80% | Add |
| 8 | ATEC | Alphatec Holdings Inc | +0.1% | -0.27% | Trim |
| 9 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 10 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 11 | IEMG | Ishares Core Msci Emerging | — | — | Unchanged |
| 12 | IAGG | Ishares Intl Aggregate Bond | — | — | Unchanged |
| 13 | IJR | Ishares Core S&p Small-cap E | — | — | Unchanged |
| 14 | ISTB | Ishares Core 1-5 Year Usd Bo | — | — | Unchanged |
| 15 | IMTB | Ishares Core 5-10 Year Usd | — | — | Unchanged |
| 16 | VRDN | Viridian Therapeutics Inc | -0.1% | -1.06% | Trim |
| 17 | NTNX | Nutanix Inc - A | -0.1% | -4.64% | Trim |
| 18 | VMEO* | Vimeo Inc | -0.2% | +24.39% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | -0.4% | +1.19% | Add |
| 20 | TEAM | Atlassian Corp-cl A | -0.4% | -0.20% | Trim |
| 21 | VWO | Vanguard Ftse Emerging Marke | -0.7% | -7.49% | Trim |
| 22 | VCEL | Vericel CORP | -0.8% | -4.72% | Trim |
| 23 | INSP | Inspire Medical Systems Inc | -1.1% | -1.04% | Trim |
| 24 | FIVN | Five9 Inc | -1.1% | -10.05% | Trim |
| 25 | WK | Workiva Inc | -1.4% | -9.40% | Trim |
| 26 | VEA | Vanguard Ftse Developed ETF | -1.5% | -11.97% | Trim |
| 27 | NEO | Neogenomics Inc | -1.6% | -1.69% | Trim |
| 28 | IWO | Ishares Russell 2000 Growth | -5.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Kopp Family Office, LLC reported a total U.S. public equity portfolio value of $160.8M across 27 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VWO, RSP) accounted for 50.9% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
IWO
前期市值: $7.7M
During Q2 2025, Kopp Family Office, LLC's top holdings by market value included VEA (18.6%)、VWO (11.5%)、RSP (8.9%). The largest single position, VEA, represented 18.6% of total portfolio value.
In Q2 2025, Kopp Family Office, LLC made 21 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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