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CIK: 0001683689
Total reported value
$160.8M
$160.8M
29 檔
76.7%
According to the latest 13F quarterly dataset, Kopp Family Office, LLC managed an equity portfolio of $160.8M at the end of Q2 2026, spanning 29 distinct U.S. exchange-listed positions.
In Q2 2026, Kopp Family Office, LLC displayed an active expansion posture, initiating 9 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 20.48% | +0.39% | +22.62% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 19.17% | +0.36% | -0.17% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.92% | -0.59% | +0.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.80% | +0.36% | +0.92% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 8.22% | +0.16% | -0.55% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.62% | -0.40% | +1.20% | |
| 7 | XMTR | Xometry Inc-a | Stock-Other | 2.11% | +0.17% | -50.83% | |
| 8 | ATEC | Alphatec Holdings Inc | Stock-Other | 1.74% | +0.38% | +0.09% | |
| 9 | WK | Workiva Inc | Stock-Tech | 1.66% | -0.72% | -0.11% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.65% | -0.19% | — | |
| 11 | TCMD | Tactile Systems Technology I | Stock-Other | 1.52% | -0.69% | -2.18% | |
| 12 | MANH | Manhattan Associates Inc | Stock-Tech | 1.40% | -0.30% | +0.10% | |
| 13 | VCEL | Vericel CORP | Stock-Other | 1.39% | -0.11% | -68.75% | |
| 14 | NTNX | Nutanix Inc - A | Stock-Tech | 1.36% | -0.10% | +0.08% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.14% | +0.03% | +0.10% | |
| 16 | HWKN | Hawkins Inc | Stock-Other | 1.01% | -0.36% | -56.84% | |
| 17 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.83% | +0.26% | — | |
| 18 | UTI | Universal Technical Institut | Stock-Other | 0.45% | -0.17% | — | |
| 19 | LINC | Lincoln Educational Services | Stock-Other | 0.44% | -0.14% | — | |
| 20 | CBLL | Ceribell Inc | Stock-Other | 0.41% | +0.12% | — | |
| 21 | FN | Fabrinet | Stock-Tech | 0.21% | — | — | |
| 22 | FPS | Forgent Power Solutions Inc | Stock-Other | 0.21% | +0.03% | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.10% | — | +48.98% | |
| 24 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.06% | — | — | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.03% | — | +134.75% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.03% | — | — | |
| 27 | IMTB | Ishares Core 5-10 Year Usd | ETF-Other | 0.02% | — | — | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.02% | — | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.7% | +22.62% | Add |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +1.7% | NEW | New buy |
| 3 | SHOP | Shopify Inc - Class A | +0.8% | NEW | New buy |
| 4 | UTI | Universal Technical Institut | +0.5% | NEW | New buy |
| 5 | LINC | Lincoln Educational Services | +0.4% | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +0.92% | Add |
| 7 | CBLL | Ceribell Inc | +0.4% | NEW | New buy |
| 8 | NTNX | Nutanix Inc - A | +0.2% | +0.08% | Add |
| 9 | FN | Fabrinet | +0.2% | NEW | New buy |
| 10 | FPS | Forgent Power Solutions Inc | +0.2% | NEW | New buy |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +1.20% | Add |
| 12 | XMTR | Xometry Inc-a | +0.1% | -50.83% | Trim |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | +48.98% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | +134.75% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | 0% | NEW | New buy |
| 16 | IEMG | Ishares Core Msci Emerging | 0% | NEW | New buy |
| 17 | IAGG | Ishares Intl Aggregate Bond | — | — | Unchanged |
| 18 | TCMD | Tactile Systems Technology I | 0% | -2.18% | Trim |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | 0% | — | Unchanged |
| 20 | IMTB | Ishares Core 5-10 Year Usd | 0% | — | Unchanged |
| 21 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.98% | Add |
| 22 | MANH | Manhattan Associates Inc | -0.1% | +0.10% | Add |
| 23 | MSFT | Microsoft CORP | -0.1% | +0.10% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -0.55% | Trim |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.2% | -0.17% | Trim |
| 26 | WK | Workiva Inc | -0.6% | -0.11% | Trim |
| 27 | ATEC | Alphatec Holdings Inc | -0.7% | +0.09% | Add |
| 28 | VRDN | Viridian Therapeutics Inc | -0.7% | EXIT | Sold out |
| 29 | HWKN | Hawkins Inc | -1.8% | -56.84% | Trim |
| 30 | VCEL | Vericel CORP | -2.2% | -68.75% | Trim |
According to official SEC Form 13F filings, Kopp Family Office, LLC reported a total U.S. public equity portfolio value of $160.8M across 29 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including AGG, VEA, RSP) accounted for 76.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
XLU
市值: $2.7M
Top Position Liquidated / Trimmed
VRDN
前期市值: $1.1M
During Q2 2026, Kopp Family Office, LLC's top holdings by market value included AGG (20.5%)、VEA (19.2%)、RSP (13.9%). The largest single position, AGG, represented 20.5% of total portfolio value.
In Q2 2026, Kopp Family Office, LLC made 27 total portfolio adjustments, initiating 9 new buys, adding to 10 positions, trimming 7 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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