# 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

- Series ID: S000057859
- Registrant: UPRIGHT INVESTMENTS TRUST
- LEI: 549300XCUWL1877S4Y31
- Net assets: $4.6M
- Total assets: $4.6M
- As of: 2026-03-31

## Advisers

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

## Top holdings (31 reported)

_Showing 15 of 31 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Fidelity Institutional Cash Portfolios](https://search.stillhousedata.com/security/316175884) | — | $1.2M | 2641.00% |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $732K | 1608.00% |
| [Himax Technologies, Inc.](https://search.stillhousedata.com/security/43289P106) | — | $394K | 864.00% |
| [Taiwan Semiconductor Manufacturing Co., Ltd.](https://search.stillhousedata.com/security/874039100) | — | $338K | 742.00% |
| [Tapestry, Inc](https://search.stillhousedata.com/security/876030107) | — | $325K | 712.00% |
| [Teva Pharmaceutical Industries Ltd.](https://search.stillhousedata.com/security/881624209) | — | $211K | 463.00% |
| [The Goldman Sachs Group, Inc.](https://search.stillhousedata.com/security/38141G104) | — | $169K | 371.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459Y694) | — | $154K | 338.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25460E364) | — | $151K | 332.00% |
| [AbbVie, Inc.](https://search.stillhousedata.com/security/00287Y109) | — | $130K | 286.00% |
| [ASE Technology Holding Co. Ltd.](https://search.stillhousedata.com/security/00215W100) | — | $108K | 238.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25459W847) | — | $88K | 194.00% |
| [Apple, Inc.](https://search.stillhousedata.com/security/037833100) | — | $76K | 167.00% |
| [Direxion Shares ETF Trust](https://search.stillhousedata.com/security/25460E737) | — | $73K | 161.00% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625H100) | — | $59K | 129.00% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: UPRIGHT INVESTMENTS TRUST](https://search.stillhousedata.com/registrant/1058587)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000057859.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.