Kopp Family Office, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Kopp Family Office, LLC disclosed 21 US equity positions worth $145.3m in its Q1 2026 13F filing. The largest position was VEA at 19.4% of the reported book, followed by AGG and RSP.
What did Kopp Family Office, LLC own in Q1 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VEA VANGUARD TAX-MANAGED FDS | 19.4% | $28.2m | 439,867 | – | ||
| 2 | AGG ISHARES TR | 18.8% | $27.3m | 275,258 | – | ||
| 3 | RSP INVESCO EXCHANGE TRADED FD T | 14.0% | $20.3m | 105,688 | – | ||
| 4 | SPY STATE STR SPDR S&P 500 ETF T | 13.4% | $19.4m | 29,889 | – | ||
| 5 | VWO VANGUARD INTL EQUITY INDEX F | 8.4% | $12.2m | 226,058 | – | ||
| 6 | IJH ISHARES TR | 6.4% | $9.3m | 138,396 | – | ||
| 7 | VCEL VERICEL CORP | Healthcare | 3.6% | $5.3m | 163,355 | – | |
| 8 | HWKN HAWKINS INC | Basic Materials | 2.8% | $4.1m | 26,957 | – | |
| 9 | ATEC ALPHATEC HLDGS INC | Healthcare | 2.5% | $3.6m | 328,680 | – | |
| 10 | WK WORKIVA INC | Technology | 2.3% | $3.3m | 55,866 | – | |
| 11 | XMTR XOMETRY INC | Industrials | 2.0% | $3.0m | 72,440 | – | |
| 12 | TCMD TACTILE SYS TECHNOLOGY INC | Healthcare | 1.5% | $2.2m | 85,009 | – | |
| 13 | MANH MANHATTAN ASSOCIATES INC | Technology | 1.5% | $2.2m | 16,330 | – | |
| 14 | MSFT MICROSOFT CORP | Technology | 1.3% | $1.8m | 4,981 | – | |
| 15 | NTNX NUTANIX INC | Technology | 1.1% | $1.7m | 43,448 | – | |
| 16 | VRDN VIRIDIAN THERAPEUTICS INC | Healthcare | 0.7% | $1.1m | 55,295 | – | |
| 17 | ISTB ISHARES TR | 0.1% | $105.3k | 2,173 | – | ||
| 18 | IVV ISHARES TR | 0.1% | $96.0k | 147 | – | ||
| 19 | IAGG ISHARES TR | 0.0% | $42.0k | 839 | – | ||
| 20 | ISHARES TR | 0.0% | $39.9k | 911 | – | ||
| 21 | IJR ISHARES TR | 0.0% | $17.5k | 141 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.