Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kopp Family Office, LLC (CIK 1683689) reported $145.3M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($28.2M, 19.39%), AGG ($27.3M, 18.80%), RSP ($20.3M, 13.96%), SPY ($19.4M, 13.37%), VWO ($12.2M, 8.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $28.2M | 19.39% | 439,867 | Trimmed |
| 2 | AGG | ISHARES TR | $27.3M | 18.80% | 275,258 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $20.3M | 13.96% | 105,688 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $19.4M | 13.37% | 29,889 | New |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $12.2M | 8.41% | 226,058 | Trimmed |
| 6 | IJH | ISHARES TR | $9.3M | 6.43% | 138,396 | Trimmed |
| 7 | VCEL | VERICEL CORP | $5.3M | 3.62% | 163,355 | Added |
| 8 | HWKN | HAWKINS INC | $4.1M | 2.85% | 26,957 | Trimmed |
| 9 | ATEC | ALPHATEC HLDGS INC | $3.6M | 2.46% | 328,680 | Hold |
| 10 | WK | WORKIVA INC | $3.3M | 2.29% | 55,866 | Hold |
| 11 | XMTR | XOMETRY INC | $3.0M | 2.04% | 72,440 | Trimmed |
| 12 | TCMD | TACTILE SYS TECHNOLOGY INC | $2.2M | 1.53% | 85,009 | Trimmed |
| 13 | MANH | MANHATTAN ASSOCIATES INC | $2.2M | 1.50% | 16,330 | Hold |
| 14 | MSFT | MICROSOFT CORP | $1.8M | 1.27% | 4,981 | Trimmed |
| 15 | NTNX | NUTANIX INC | $1.7M | 1.14% | 43,448 | Trimmed |
| 16 | VRDN | VIRIDIAN THERAPEUTICS INC | $1.1M | 0.74% | 55,295 | Trimmed |
| 17 | IVV | ISHARES TR | $96,022 | 0.07% | 147 | Hold |
| 18 | ISTB | ISHARES TR | $105,304 | 0.07% | 2,173 | Hold |
| 19 | IMTB | ISHARES TR | $39,920 | 0.03% | 911 | Hold |
| 20 | IAGG | ISHARES TR | $41,984 | 0.03% | 839 | Hold |
| 21 | IJR | ISHARES TR | $17,528 | 0.01% | 141 | Hold |
| 22 | TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31