Kopp Le Roy C Portfolio Holdings by Sector
Kopp Le Roy C
- $175 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VEA IWM VWO IVV IEFA ISTB IEMG IAGG 11 stocks |
$77,042
44.0% of portfolio
|
  11  
|
- |
  11  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
TEAM JAMF WK MODN MITK 5 stocks |
$33,005
18.85% of portfolio
|
  5  
|
- |
  5  
|
- |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VCEL VRDN 2 stocks |
$27,406
15.65% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
FIVN 1 stocks |
$14,751
8.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
NEO 1 stocks |
$14,062
8.03% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
INSP 1 stocks |
$8,818
5.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|