Kopp Family Office LLC Investment Activity Analysis: Q2 Changes Revealed
A detailed look at the latest portfolio adjustments made by Kopp Family Office LLC, including significant purchases and sales during the second quarter of 2026.
As reported in their most recent filing dated June 30, 2026, the Kopp Family Office LLC has made several notable changes to its portfolio holdings. The investment office's total assets under management stood at approximately $162 million as of this date, reflecting adjustments across various sectors.
The investor demonstrated a clear focus on strategic buying during the quarter, establishing new positions or significantly increasing exposure in specific equities. Notable purchases include XLU, which saw its share count increase by 100%, representing a substantial allocation change of about 1.65%. Similarly, the investor added positions to UTI and LINC, both increasing by 100% in share count. A small but noteworthy position was also built with FN. Additionally, existing positions like IJH and the exchange-traded funds RSP, VEA, and VWO showed modest positive growth, with IJH increasing by 1.2%.
Conversely, the Kopp Family Office LLC also made significant reductions in certain holdings during Q2. The most pronounced sale was of XMTR, where shares decreased by 50.83%. Another major exit involved VCEL, with a nearly 69% reduction in position size, indicating a substantial divestment decision. The investor also sold off positions in other companies like HWKN (56.83% decrease) and exited the position entirely for VCEL. These actions suggest a strategic shift away from certain sectors or specific companies.
The portfolio adjustments by Kopp Family Office LLC reflect their investment strategy, which appears to favor concentrated positions in select equities alongside core fixed income and broad market ETFs. The significant increase in the share count of XLU (from 59,245 shares) is particularly noteworthy as it suggests a potential tilt towards the financial sector via this specific SPDR Select Sector Trust fund.
The overall portfolio allocation shows that Kopp Family Office LLC maintains a diversified approach despite these changes. Core holdings like AGG and broad market ETFs such as RSP, VEA, and VWO continue to form the backbone of their investments, accounting for roughly 75.6% combined weight (the top five holdings). The investor's focus on specific sectors is evident through allocations like Technology (~10.42%), Healthcare (~4.68%), and Industrials (~2.12%).