Titelia

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 %
  • Financials 6.7 %
  • Health care 4.5 %
  • Industrials 1.8 %
  • Energy 1.5 %
  • Communication 0.6 %
  • Unattributed 51.3 %

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

  • US 67.2 %
  • TW 13.4 %
  • KY 13.2 %
  • IL 6.2 %

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

CountryLinesValueShare
US242.3M $67.16 %
TW3458K $13.45 %
KY2449.6K $13.20 %
IL1210.8K $6.19 %

Positions

CompanySharesValueWeight
NVIDIA Corp 4,200732.5K $16.08 %
Himax Technologies Inc 50,000393.5K $8.64 %
Taiwan Semiconductor Manufacturing Co Ltd 1,000338K $7.42 %
Tapestry Inc 2,300324.6K $7.12 %
Teva Pharmaceutical Industries Ltd 7,000210.8K $4.63 %
Goldman Sachs Group Inc/The 200169.2K $3.71 %
Direxion Shares ETF Trust 1,300154.1K $3.38 %
Direxion Shares ETF Trust 9,000151.4K $3.32 %
AbbVie Inc 600130.5K $2.86 %
ASE Technology Holding Co Ltd 5,000108.4K $2.38 %
Direxion Shares ETF Trust 2,00088.3K $1.94 %
Apple Inc 30076.1K $1.67 %
Direxion Shares ETF Trust 1,00073.3K $1.61 %
JPMorgan Chase & Co 20058.8K $1.29 %
Silicon Motion Technology Corp 50056.1K $1.23 %
Direxion Shares ETF Trust 1,00051.9K $1.14 %
Exxon Mobil Corp 30050.9K $1.12 %
General Electric Co 12535.5K $0.78 %
Direxion Shares ETF Trust 70033.5K $0.74 %
Direxion Shares ETF Trust 80028.8K $0.63 %
GE Vernova Inc 3127.1K $0.59 %
CVS Health Corp 30021.5K $0.47 %
Walt Disney Co/The 20019.3K $0.42 %
Direxion Shares ETF Trust 2,00017.2K $0.38 %
Direxion Shares ETF Trust 75015.5K $0.34 %
United Microelectronics Corp 1,30011.7K $0.26 %
Direxion Shares ETF Trust 1,00010.2K $0.22 %
Plug Power Inc 4,0009K $0.20 %
ProShares Trust 505.3K $0.12 %
GE HealthCare Technologies Inc 412.9K $0.06 %