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Home > Institutional Investor > Kopp Leroy C > Profile

Instuitional Investor - Kopp Leroy C

Fund Profile
Filing Period:
Fund Name: Kopp Leroy C
Portfolio Value $175,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Tax-Managed Fds
 618,865 $31,048 17.73%
2.
Ishares Trust
 IEF 106,250 $28,773 16.43%
3.
Vericel Corp
 VCEL 457,615 $23,805 13.6%
4.
Vanguard Intl Equity Index Funds
 VWO 400,515 $16,730 9.56%
5.
Five9 Inc.
 FIVN 237,492 $14,751 8.43%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)