# 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

- CIK: 1058587
- File number: 811-08723
- LEI: 5493003ZI0LVEQKB4487
- Address: 349 RIDGEDALE AVE., EAST HANOVER, US-NJ, 07936
- Phone: 973-533-1818
- Net assets: $32.0M
- Total assets: $32.5M
- Fund series: 3
- Latest report: 2026-03-31

## Fund series (3)

| Series | Net assets |
| --- | --- |
| [Upright Growth Fund](https://search.stillhousedata.com/fund/S000004906) | $24.3M |
| [Upright Growth and Income Fund](https://search.stillhousedata.com/fund/S000057859) | $4.6M |
| [Upright Assets Allocation Plus Fund](https://search.stillhousedata.com/fund/S000057858) | $3.2M |

## Largest reported holdings (across all series)

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

## More

- [CIK 1058587 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1058587&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/registrant/1058587.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.