Upright Assets Allocation Plus Fund
Registrant
UPRIGHT INVESTMENTS TRUST
Net Assets
$4,455,219
Holdings
10
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 10
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Portfolio coverage: 10 of
32 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| Himax Technologies, Inc. | HIMX | 40,000 | $613,600 | 13.77% | Long | EC | |
| Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | 1,000 | $477,570 | 10.72% | Long | EC | |
| Silicon Motion Technology Corp. | SIMO | 400 | $133,332 | 2.99% | Long | EC | |
| AbbVie, Inc. | ABBV | 500 | $125,820 | 2.82% | Long | EC | |
| Plug Power, Inc. | PLUG | 40,000 | $108,400 | 2.43% | Long | EC | |
|
Teva Pharmaceutical Industries Ltd.
|
881624209 | 2,000 | $67,760 | 1.52% | Long | EC | |
|
Direxion Shares ETF Trust
|
25460G138 | 750 | $26,663 | 0.60% | Long | EC | |
| Viatris, Inc. | VTRS | 1,500 | $23,820 | 0.53% | Long | EC | |
| ASE Technology Holding Co. Ltd. | ASX | 300 | $13,536 | 0.30% | Long | EC | |
| Baidu, Inc. | BIDU | 100 | $11,429 | 0.26% | Long | EC |