# Upright Growth Fund

Upright Growth Fund is a registered fund series of UPRIGHT INVESTMENTS TRUST (series S000004906). Net assets $24.3M as of 2026-03-31.

## Profile

- Series ID: S000004906
- Registrant: UPRIGHT INVESTMENTS TRUST
- LEI: 5493001L3JS2SRVYKZ86
- Net assets: $24.3M
- Total assets: $24.6M
- As of: 2026-03-31

## Advisers

- [Upright Financial Corporation (Advisor)](https://search.stillhousedata.com/firm/107303)

## Top holdings (32 reported)

_Showing 15 of 32 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Taiwan Semiconductor Manufacturing Co., Ltd.](https://search.stillhousedata.com/security/874039100) | — | $5.7M | 2369.00% |
| [Himax Technologies, Inc.](https://search.stillhousedata.com/security/43289P106) | — | $5.3M | 2178.00% |
| [Morgan Stanley Institutional Liquidity Funds](https://search.stillhousedata.com/security/61747C608) | — | $3.0M | 1233.00% |
| [Fidelity Institutional Cash Portfolios](https://search.stillhousedata.com/security/316175884) | — | $2.0M | 825.00% |
| [Teva Pharmaceutical Industries Ltd.](https://search.stillhousedata.com/security/881624209) | — | $2.0M | 821.00% |
| [Apple, Inc.](https://search.stillhousedata.com/security/037833100) | — | $1.4M | 596.00% |
| [Alphabet, Inc.](https://search.stillhousedata.com/security/02079K107) | — | $574K | 237.00% |
| [AbbVie, Inc.](https://search.stillhousedata.com/security/00287Y109) | — | $522K | 215.00% |
| [iShares Trust](https://search.stillhousedata.com/security/464287432) | — | $433K | 179.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25460E364) | — | $370K | 153.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25460G138) | — | $361K | 149.00% |
| [Silicon Motion Technology Corp.](https://search.stillhousedata.com/security/82706C108) | — | $337K | 139.00% |
| [Bank of America Corp.](https://search.stillhousedata.com/security/060505104) | — | $293K | 121.00% |
| [Alibaba Group Holding Ltd.](https://search.stillhousedata.com/security/01609W102) | — | $251K | 103.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459Y694) | — | $237K | 98.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $24.3M |
| 2025-12-31 | $24.1M |
| 2025-09-30 | $24.2M |
| 2025-06-30 | $21.9M |
| 2024-12-31 | $22.9M |
| 2024-09-30 | $20.6M |
| 2024-06-30 | $21.9M |
| 2024-03-31 | $18.3M |

## More

- [Registrant: UPRIGHT INVESTMENTS TRUST](https://search.stillhousedata.com/registrant/1058587)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000004906.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.