UPRIGHT INVESTMENTS TRUST

UPRIGHT INVESTMENTS TRUST (CIK 1058587) is an SEC-registered fund company with 3 reporting fund series and $32.0M in net assets as of 2026-03-31.

Registrant

Fund series (3)

SeriesNet assets
Upright Growth Fund$24.3M
Upright Growth and Income Fund$4.6M
Upright Assets Allocation Plus Fund$3.2M

Largest reported holdings (across all series)

HoldingValue
Taiwan Semiconductor Manufacturing Co., Ltd.$5.7M
Himax Technologies, Inc.$5.3M
Morgan Stanley Institutional Liquidity Funds$3.0M
Fidelity Institutional Cash Portfolios$2.0M
Teva Pharmaceutical Industries Ltd.$2.0M
Apple, Inc.$1.4M
Alphabet, Inc.$574K
AbbVie, Inc.$522K
iShares Trust$433K
Direxion Shares ETF Trust$370K
Direxion Shares ETF Trust$361K
Silicon Motion Technology Corp.$337K
Bank of America Corp.$293K
Alibaba Group Holding Ltd.$251K
Direxion Shares ETF Trust$237K

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