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KFO

Kopp Family Office Portfolio holdings

AUM $163M
1-Year Est. Return 22.57%
This Fund
S&P 500
This Quarter Est. Return
+6.11%
1 Year Est. Return
+22.57%
3 Year Est. Return
+33.98%
5 Year Est. Return
+1.93%
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$3.03M
Cap. Flow
-$1.92M
Cap. Flow %
-1.23%
Top 10 Hldgs %
85.04%
Holding
26
New
–
Increased
4
Reduced
13
Closed
5

Top Buys

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.17M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.8M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.32M
4
MSFT icon
Microsoft
MSFT
+$875K

Top Sells

Rank Stock Value
1
FIVN icon
FIVE9
FIVN
+$7.23M
2
NEO icon
NeoGenomics
NEO
+$3.58M
3
INSP icon
Inspire Medical Systems
INSP
+$3.01M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$986K

Sector Composition

Rank Sector Weight
1 Healthcare 13.93%
2 Technology 13.01%
3 Industrials 4.52%
4 Materials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEO icon
26
NeoGenomics
NEO
$2.02B
– –
-463,860
Closed -$3.58M
1
2

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IPWA
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IVGAI
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CC
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ACM
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Kopp Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Kopp Family Office held 26 positions worth $157M, up 2% from $154M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Kopp Family Office's Q4 2025 filing shows 4 increased, 13 reduced and 5 closed positions. The largest sale was FIVE9, an estimated $7.23M.

By sector, the portfolio is most concentrated in Healthcare at 14% of assets, down from 15% a quarter earlier, followed by Technology and Industrials.

  • Kopp Family Office added most to iShares Core S&P Mid-Cap ETF in Q4 2025, an estimated $6.17M increase.
  • Kopp Family Office's biggest Q4 2025 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $1.47M.
  • Kopp Family Office fully exited FIVE9 in Q4 2025, selling an estimated $7.23M.
  • Kopp Family Office's ten largest holdings make up 85% of its $157M portfolio in Q4 2025.
  • Kopp Family Office opened 0 new positions and closed 5 in Q4 2025.
  • Kopp Family Office's portfolio value rose 2% quarter-over-quarter to $157M.

Based on Kopp Family Office's 13F filing for Q4 2025, filed 12 Jan 2026.