Triasima Portfolio Management inc. JOF — JAPAN SMALLER CAPITALIZATION

Ownership history in Triasima Portfolio Management inc.  ·  12 quarters on record

AI Ownership Summary

Triasima Portfolio Management inc. reported JAPAN SMALLER CAPITALIZATION (JOF) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2024 Q3. The latest visible filing shows JOF at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triasima Portfolio Management inc.'s position in JAPAN SMALLER CAPITALIZATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JOF was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JOF stock page Triasima Portfolio Management inc. fund profile Triasima Portfolio Management inc. full holdings
How Triasima Portfolio Management inc. held JOF — position size vs. price
% of Fund (quarterly)    JOF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 21,800 — 0% 0.04% $238K 2026-04-24 $10.98
2025 Q4 ADDED — — — 21,800 +6,000 +38.0% 0.04% $242K 2026-02-02 $11.10
2025 Q3 ADDED — — — 15,800 +3,900 +32.8% 0.03% $167K 2025-10-29 $9.79
2025 Q2 UNCHANGED — — — 11,900 — 0% 0.02% $115K 2025-07-23 $9.26
2025 Q1 UNCHANGED — — — 11,900 — 0% 0.02% $100K 2025-05-02 $8.31
2024 Q4 REDUCED 51.6% +9.5% ❌ 11,900 -12,700 -51.6% 0.02% $91K 2025-01-28 $7.10
2024 Q3 UNCHANGED — — — 24,600 — 0% 0.05% $203K 2024-11-12 $6.78
2024 Q2 UNCHANGED — — — 24,600 — 0% 0.02% $186K 2024-08-06 $6.29
2024 Q1 ADDED — — — 24,600 +11,900 +93.7% 0.02% $196K 2024-04-26 $6.72
2023 Q4 REDUCED 46.4% +3.7% ❌ 12,700 -11,000 -46.4% 0.01% $96K 2024-01-29 $6.68
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding JOF

As of 2026 Q1 — sorted by position size

Barry Investment Advisors, LLC 3Y 7Y 0.28% Noble Wealth Management PBC 0.27% DKM Wealth Management, Inc. 0.27% Mills Wealth Advisors LLC 0.09% Successful Portfolios LLC 3Y 7Y 0.09% EVOLVE PRIVATE WEALTH, LLC 0.03% SAX WEALTH ADVISORS, LLC 3Y 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Triasima Portfolio Management inc. and JOF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triasima Portfolio Management inc. reported owning JOF?

Triasima Portfolio Management inc. reported JOF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported JOF position in Triasima Portfolio Management inc.'s portfolio?

The largest reported portfolio weight for JOF was 0.05% in 2024 Q3.

What is the latest reported JOF position on this page?

The most recent filing on this page is 2026 Q1, when Triasima Portfolio Management inc. reported 21,800 shares, equal to 0.04% of portfolio, with an estimated market value of $238K.

What does the chart on this JOF ownership page compare?

The chart compares Triasima Portfolio Management inc.'s quarterly JOF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triasima Portfolio Management inc. time their JOF position?

Based on 13F filing dates vs. subsequent JOF price moves, Triasima Portfolio Management inc. correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on JOF relative to SPY over the holding period was +3.4%.

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