Upright Growth and Income Fund

Upright Growth and Income Fund is a registered fund series of UPRIGHT INVESTMENTS TRUST (series S000057859). Net assets $4.6M as of 2026-03-31.

Profile

Advisers

Top holdings (31 reported)

Showing 15 of 31 holdings by value.

HoldingTickerValue% of fund
Fidelity Institutional Cash Portfolios$1.2M2641.00%
NVIDIA Corp.$732K1608.00%
Himax Technologies, Inc.$394K864.00%
Taiwan Semiconductor Manufacturing Co., Ltd.$338K742.00%
Tapestry, Inc$325K712.00%
Teva Pharmaceutical Industries Ltd.$211K463.00%
The Goldman Sachs Group, Inc.$169K371.00%
Direxion Shares ETF Trust$154K338.00%
Direxion Shares ETF Trust$151K332.00%
AbbVie, Inc.$130K286.00%
ASE Technology Holding Co. Ltd.$108K238.00%
Direxion Shares ETF Trust$88K194.00%
Apple, Inc.$76K167.00%
Direxion Shares ETF Trust$73K161.00%
JPMorgan Chase & Co.$59K129.00%

Net asset history

Report dateNet assets
2026-03-31$4.6M
2025-12-31$4.4M
2025-09-30$4.2M
2025-06-30$3.7M
2024-12-31$3.3M
2024-09-30$3.0M
2024-06-30$3.1M
2024-03-31$2.8M

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