SP
JOF

Successful Portfolios’s Japan Smaller Capitalization Fund JOF Stock Holding History

Successful Portfolios’s Portfolio JOF Stock Details JOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176K Hold
15,000
– – 0.08% 190
2026
Q1 		$160K Hold
15,000
– – 0.09% 178
2025
Q4 		$167K Hold
15,000
– – 0.09% 182
2025
Q3 		$158K Hold
15,000
– – 0.09% 168
2025
Q2 		$145K Hold
15,000
– – 0.09% 163
2025
Q1 		$126K Hold
15,000
– – 0.09% 153
2024
Q4 		$115K Hold
15,000
– – 0.08% 156
2024
Q3 		$124K Hold
15,000
– – 0.08% 159
2024
Q2 		$114K Hold
15,000
– – 0.08% 154
2024
Q1 		$120K Hold
15,000
– – 0.08% 168
2023
Q4 		$114K Buy
+15,000
New +$107K 0.09% 166

Other funds holding JOF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $490M AUM 19.33% 1-Year Est. Return