Kopp Family Office, LLC Portfolio Holdings

Kopp Family Office, LLC

  • $149 Million
  • Q2 2025

Kopp Family Office, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $149 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $28.7M, Vanguard Ftse Emerging Mkts Et with a value of $17.7M, Invesco S&P 500 Equal Weight E with a value of $13.7M, Ishares Core U.S. Aggregate Bo with a value of $10.9M, and Ishares Core S&P Mid Cap ETF with a value of $10.7M.

Examining the 13F form we can see an increase of $10.1M in the current position value, from $139M to 149M.

Kopp Family Office, LLC is based out at Bloomington, MN

Below you can find more details about Kopp Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $149 Million
ETFs: $82.3 Million
Technology: $31.2 Million
Healthcare: $26.9 Million
Industrials: $4.66 Million
Basic Materials: $4.07 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $149 Million
  • Prior Value $139 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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