Kopp Family Office, LLC: 13F holdings
CIK 16836892026Q2
| Positions | 29 |
|---|
| Reported value | $163.2m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 29 (+8 vs prior quarter) |
|---|
| Reported value | $163.2m (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 337,533 | $33.4m | 20.5% |
| VEA VANGUARD TAX-MANAGED FDS | 439,108 | $31.3m | 19.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 106,723 | $22.7m | 13.9% |
| SPY STATE STR SPDR S&P 500 ETF T | 30,163 | $22.5m | 13.8% |
| VWO VANGUARD INTL EQUITY INDEX F | 224,815 | $13.4m | 8.2% |
| IJH ISHARES TR | 140,050 | $10.8m | 6.6% |
| XMTR XOMETRY INC | 35,616 | $3.4m | 2.1% |
| ATEC ALPHATEC HLDGS INC | 328,963 | $2.8m | 1.7% |
| WK WORKIVA INC | 55,807 | $2.7m | 1.7% |
| XLU SELECT SECTOR SPDR TR | 59,245 | $2.7m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1683689")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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