Upright Investments Trust. Holdings as of Jun 30, 2026, from Form N-PORT.
Share of net assets at the report date, for the whole fund across all share classes.
| Holding | Weight | Value | Shares or units |
|---|---|---|---|
| Himax Technologies, Inc.HIMX | 30.90% | $10.30M | 671,261 |
| Taiwan Semiconductor Manufacturing Co., Ltd.TSM | 24.36% | $8.12M | 17,000 |
| Morgan Stanley Institutional Liquidity FundsCash or money market | 12.53% | $4.17M | 4,173,877 |
| Teva Pharmaceutical Industries Ltd. | 6.72% | $2.24M | 66,102 |
| Fidelity Institutional Cash PortfoliosCash or money market | 6.00% | $2.00M | 2,000,000 |
| Apple, Inc.AAPL | 4.95% | $1.65M | 5,700 |
| Alphabet, Inc.GOOG | 2.12% | $706.66K | 2,000 |
| AbbVie, Inc.ABBV | 1.81% | $603.94K | 2,400 |
| Direxion Shares ETF Trust | 1.52% | $505.56K | 22,000 |
| iShares Trust | 1.30% | $432.10K | 5,000 |
| Direxion Shares ETF Trust | 1.07% | $355.50K | 10,000 |
| Bank of America Corp.BAC | 1.03% | $341.88K | 6,000 |
| Direxion Shares ETF Trust | 0.88% | $294.36K | 2,000 |
| Silicon Motion Technology Corp.SIMO | 0.70% | $233.33K | 700 |
| MetLife, Inc.MET | 0.63% | $211.53K | 2,500 |
| Plug Power, Inc.PLUG | 0.59% | $196.48K | 72,500 |
| Alibaba Group Holding Ltd.BABA | 0.58% | $191.96K | 2,000 |
| Meta Platforms, Inc.META | 0.51% | $168.99K | 300 |
| Direxion Shares ETF Trust | 0.47% | $157.56K | 1,500 |
| PDD Holdings, Inc.PDD | 0.46% | $152.56K | 2,000 |
| Direxion Shares ETF Trust | 0.34% | $112.67K | 1,500 |
| Direxion Shares ETF Trust | 0.34% | $112.28K | 1,500 |
| Direxion Shares ETF Trust | 0.31% | $103.94K | 4,000 |
| Direxion Shares ETF Trust | 0.22% | $72.24K | 4,000 |
| United Microelectronics Corp.UMC | 0.20% | $68.03K | 2,500 |
| Brighthouse Financial, Inc.BHF | 0.19% | $63.30K | 1,000 |
| Direxion Shares ETF Trust | 0.16% | $52.70K | 5,000 |
| The Mosaic Co.MOS | 0.08% | $25.43K | 1,200 |
| ASE Technology Holding Co. Ltd.ASX | 0.05% | $18.05K | 400 |
| Bausch Health Cos., Inc.BHC | 0.03% | $9.86K | 2,000 |
| Direxion Shares ETF Trust | 0.02% | $7.99K | 100 |