Holdings of Upright Growth and Income Fund
UPRIGHT INVESTMENTS TRUST
· 30 declared positions · as of Mar 31, 2026
Original filing · Net assets 4.6M $ · Ten largest lines: 79.7 % of the equity sleeve
Sector breakdown
- Technology 33.7 %
- Consumer discretionary 9.5 %
- Financials 6.7 %
- Health care 4.5 %
- Materials 3.2 %
- Industrials 1.8 %
- Energy 1.5 %
- Communication 0.6 %
- Unattributed 38.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 67.2 %
- TW 13.4 %
- KY 13.2 %
- IL 6.2 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 24 | 2.3M $ | 67.16 % |
| TW | 3 | 458K $ | 13.45 % |
| KY | 2 | 449.6K $ | 13.20 % |
| IL | 1 | 210.8K $ | 6.19 % |
Positions
| Company | Shares | Value | Weight |
|---|
| NVIDIA Corp | 4,200 | 732.5K $ | 16.08 % |
| Himax Technologies Inc | 50,000 | 393.5K $ | 8.64 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 1,000 | 338K $ | 7.42 % |
| Tapestry Inc | 2,300 | 324.6K $ | 7.12 % |
| Teva Pharmaceutical Industries Ltd | 7,000 | 210.8K $ | 4.63 % |
| Goldman Sachs Group Inc/The | 200 | 169.2K $ | 3.71 % |
| Direxion Shares ETF Trust | 1,300 | 154.1K $ | 3.38 % |
| Direxion Shares ETF Trust | 9,000 | 151.4K $ | 3.32 % |
| AbbVie Inc | 600 | 130.5K $ | 2.86 % |
| ASE Technology Holding Co Ltd | 5,000 | 108.4K $ | 2.38 % |
| Direxion Shares ETF Trust | 2,000 | 88.3K $ | 1.94 % |
| Apple Inc | 300 | 76.1K $ | 1.67 % |
| Direxion Shares ETF Trust | 1,000 | 73.3K $ | 1.61 % |
| JPMorgan Chase & Co | 200 | 58.8K $ | 1.29 % |
| Silicon Motion Technology Corp | 500 | 56.1K $ | 1.23 % |
| Direxion Shares ETF Trust | 1,000 | 51.9K $ | 1.14 % |
| Exxon Mobil Corp | 300 | 50.9K $ | 1.12 % |
| General Electric Co | 125 | 35.5K $ | 0.78 % |
| Direxion Shares ETF Trust | 700 | 33.5K $ | 0.74 % |
| Direxion Shares ETF Trust | 800 | 28.8K $ | 0.63 % |
| GE Vernova Inc | 31 | 27.1K $ | 0.59 % |
| CVS Health Corp | 300 | 21.5K $ | 0.47 % |
| Walt Disney Co/The | 200 | 19.3K $ | 0.42 % |
| Direxion Shares ETF Trust | 2,000 | 17.2K $ | 0.38 % |
| Direxion Shares ETF Trust | 750 | 15.5K $ | 0.34 % |
| United Microelectronics Corp | 1,300 | 11.7K $ | 0.26 % |
| Direxion Shares ETF Trust | 1,000 | 10.2K $ | 0.22 % |
| Plug Power Inc | 4,000 | 9K $ | 0.20 % |
| ProShares Trust | 50 | 5.3K $ | 0.12 % |
| GE HealthCare Technologies Inc | 41 | 2.9K $ | 0.06 % |