Upright Growth and Income Fund
Registrant
UPRIGHT INVESTMENTS TRUST
Net Assets
$5,694,672
Holdings
19
Latest Report
Jun 30, 2026
Net Assets Over Time
Holdings · 19
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Portfolio coverage: 19 of
29 reported positions.
| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
| NVIDIA Corp. | NVDA | 4,200 | $840,378 | 14.76% | Long | EC | |
| Himax Technologies, Inc. | HIMX | 50,000 | $767,000 | 13.47% | Long | EC | |
| Taiwan Semiconductor Manufacturing Co., Ltd. | TSM | 1,000 | $477,570 | 8.39% | Long | EC | |
|
Teva Pharmaceutical Industries Ltd.
|
881624209 | 7,000 | $237,160 | 4.16% | Long | EC | |
| The Goldman Sachs Group, Inc. | GS | 200 | $202,274 | 3.55% | Long | EC | |
| AbbVie, Inc. | ABBV | 600 | $150,984 | 2.65% | Long | EC | |
| Tapestry, Inc | TPR | 800 | $117,104 | 2.06% | Long | EC | |
| Plug Power, Inc. | PLUG | 39,000 | $105,690 | 1.86% | Long | EC | |
| Apple, Inc. | AAPL | 300 | $86,808 | 1.52% | Long | EC | |
| JPMorgan Chase & Co. | JPM | 200 | $65,466 | 1.15% | Long | EC | |
| General Electric Co. | GE | 125 | $46,716 | 0.82% | Long | EC | |
| GE Vernova, Inc. | GEV | 31 | $36,421 | 0.64% | Long | EC | |
| United Microelectronics Corp. | UMC | 1,300 | $35,373 | 0.62% | Long | EC | |
| Silicon Motion Technology Corp. | SIMO | 100 | $33,333 | 0.59% | Long | EC | |
| CVS Health Corp. | CVS | 300 | $31,035 | 0.54% | Long | EC | |
|
Direxion Shares ETF Trust
|
25460G138 | 800 | $28,440 | 0.50% | Long | EC | |
| The Walt Disney Co. | DIS | 200 | $19,250 | 0.34% | Long | EC | |
| ASE Technology Holding Co. Ltd. | ASX | 300 | $13,536 | 0.24% | Long | EC | |
| GE Healthcare Technologies, Inc. | GEHC | 41 | $2,624 | 0.05% | Long | EC |