Titelia

Holdings of Upright Growth Fund

UPRIGHT INVESTMENTS TRUST · 30 declared positions · as of Mar 31, 2026

Original filing · Net assets 24.3M $ · Ten largest lines: 87 % of the equity sleeve

Sector breakdown

  • Technology 36.7 %
  • Communication 3.8 %
  • Health care 2.7 %
  • Financials 1.5 %
  • Consumer discretionary 1.3 %
  • Unattributed 54.1 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • TW 30.3 %
  • US 29.8 %
  • KY 29.7 %
  • IL 10.1 %
  • CA 0.1 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
TW35.9M $30.28 %
US225.9M $29.83 %
KY35.8M $29.68 %
IL12M $10.15 %
CA110.8K $0.06 %

Positions

CompanySharesValue (USD)Weight
Taiwan Semiconductor Manufacturing Co Ltd 17,0005.7M $23.69 %
Himax Technologies Inc 671,2615.3M $21.78 %
Teva Pharmaceutical Industries Ltd 66,1022M $8.21 %
Apple Inc 5,7001.4M $5.96 %
Alphabet Inc 2,000573.7K $2.37 %
AbbVie Inc 2,400522K $2.15 %
iShares Trust 5,000433.5K $1.79 %
Direxion Shares ETF Trust 22,000370K $1.53 %
Direxion Shares ETF Trust 10,000360.6K $1.49 %
Silicon Motion Technology Corp 3,000336.9K $1.39 %
Bank of America Corp 6,000292.5K $1.21 %
Alibaba Group Holding Ltd 2,000250.9K $1.03 %
Direxion Shares ETF Trust 2,000237K $0.98 %
Direxion Shares ETF Trust 3,000219.8K $0.91 %
PDD Holdings Inc 2,000204.4K $0.84 %
MetLife Inc 2,500176.8K $0.73 %
ASE Technology Holding Co Ltd 8,000173.4K $0.72 %
Meta Platforms Inc 300171.6K $0.71 %
Plug Power Inc 72,500163.9K $0.68 %
Direxion Shares ETF Trust 3,000155.8K $0.64 %
Direxion Shares ETF Trust 3,100148.5K $0.61 %
Direxion Shares ETF Trust 4,00082.9K $0.34 %
Direxion Shares ETF Trust 1,50066.2K $0.27 %
Brighthouse Financial Inc 1,00059.9K $0.25 %
Direxion Shares ETF Trust 5,00043K $0.18 %
Direxion Shares ETF Trust 4,00040.9K $0.17 %
Mosaic Co/The 1,20030.6K $0.13 %
United Microelectronics Corp 2,50022.5K $0.09 %
Bausch Health Cos Inc 2,00010.8K $0.04 %
Direxion Shares ETF Trust 1006.3K $0.03 %