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Home > Institutional Investor > Kopp Family Office, Llc > Profile

Instuitional Investor - Kopp Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Kopp Family Office, Llc
Portfolio Value $172,211
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 612,185 $29,324 17.12%
2.
Ishares Trust
 IEF 113,455 $28,616 16.71%
3.
Five9 Inc.
 FIVN 237,492 $18,688 10.91%
4.
Vericel Corp
 VCEL 459,415 $16,360 9.55%
5.
Vanguard Intl Equity Index Funds
 VWO 397,465 $16,336 9.54%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)