Kopp LeRoy C
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2024, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 99.2%; sector active share 56.3% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
20 tracked positions · as of Mar 31, 2024Sector Breakdown
As of Mar 31, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 40.8% | $50,285,557 |
| Unclassified | 39.2% | $48,251,774 |
| Technology | 20.0% | $24,571,292 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 618,865 | $31,048,457 | 25.22% | |
| VCEL |
Vericel Corp
Healthcare
|
First | 457,615 | $23,805,132 | 19.34% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
First | 400,515 | $16,729,511 | 13.59% | |
| FIVN |
Five9, Inc.
Technology
|
First | 237,492 | $14,750,628 | 11.98% | |
| NEO |
Neogenomics Inc
Healthcare
|
First | 894,509 | $14,061,681 | 11.42% | |
| INSP |
Inspire Medical Systems, Inc.
Healthcare
|
First | 41,054 | $8,817,988 | 7.16% | |
| WK |
Workiva Inc
Technology
|
First | 76,427 | $6,481,009 | 5.26% | |
| VRDN |
Viridian Therapeutics, Inc.\DE
Healthcare
|
First | 205,640 | $3,600,756 | 2.92% | |
| MITK |
Mitek Systems Inc
Technology
|
First | 236,855 | $3,339,655 | 2.71% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
First | 1,400 | $103,908 | 0.08% | |
| IVV |
iShares Core S&P 500 ETF
|
First | 197 | $103,568 | 0.08% | |
| ISTB |
iShares Core 1-5 Year USD Bond ETF
|
First | 2,015 | $95,591 | 0.08% | |
| IAGG |
iShares Core International Aggregate Bond ETF
|
First | 806 | $40,259 | 0.03% | |
| IMTB |
iShares Core 5-10 Year USD Bond ETF
|
First | 834 | $35,774 | 0.03% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
First | 565 | $34,318 | 0.03% | |
| IWM |
iShares Russell 2000 ETF
|
First | 106,250 | $28,773 | 0.02% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
First | 164 | $18,125 | 0.01% | |
|
|
First | 402,451 | $7,385 | 0.01% | ||
|
|
First | 214,451 | $6,105 | 0.00% | ||
| IEMG |
iShares Trust
|
First | 1,150 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.