Kopp Family Office, LLC
CIK: 1683689SEC EDGAR →
Portfolio Value
$97.4B
Holdings
21
As of
Q1 2026
New Positions
21
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 439,867 | $28.2B | 28.94% |
| 2 | ISHARES TR | 275,258 | $27.3B | 28.06% |
| 3 | VANGUARD INTL EQUITY INDEX F | 226,058 | $12.2B | 12.55% |
| 4 | ISHARES TR | 138,396 | $9.3B | 9.60% |
| 5 | VERICEL CORP | 163,355 | $5.3B | 5.40% |
| 6 | ALPHATEC HLDGS INC | 328,680 | $3.6B | 3.67% |
| 7 | WORKIVA INC | 55,866 | $3.3B | 3.42% |
| 8 | XOMETRY INC | 72,440 | $3.0B | 3.04% |
| 9 | TACTILE SYS TECHNOLOGY INC | 85,009 | $2.2B | 2.28% |
| 10 | NUTANIX INC | 43,448 | $1.7B | 1.70% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $77.3B | 79.4% |
| Healthcare | 4 | $12.1B | 12.5% |
| Technology | 4 | $5.0B | 5.1% |
| Industrials | 1 | $3.0B | 3.0% |
| Basic Materials | 1 | $4.1M | 0.0% |