Upright Growth and Income Fund (UPDDX) is an MF managed by Independent / Boutique. Its largest position is FIDELITY TREASURY PORTFOLIO (FCSXX), representing 26.41% of fund assets.
Upright Growth and Income Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPDDX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
FIDELITY TREASURY PORTFOLIO
|
26.41% | $1,203,177.61 | 1,203,178 |
|
-
NVIDIA CORP
|
16.08% | $732,480.00 | 4,200 |
|
-
Himax Technologies, Inc.
|
8.64% | $393,500.00 | 50,000 |
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
7.42% | $337,950.00 | 1,000 |
|
-
TAPESTRY, INC.
|
7.12% | $324,553.00 | 2,300 |
|
-
TEVA PHARMACEUTICAL INDUSTRIES LTD
|
4.63% | $210,840.00 | 7,000 |
|
-
GOLDMAN SACHS GROUP INC
|
3.71% | $169,198.00 | 200 |
|
-
DIREXION DAILY FINANCIAL BULL
|
3.38% | $154,050.00 | 1,300 |
|
-
DIREXION SHARES ETF TRUST
|
3.32% | $151,380.00 | 9,000 |
|
-
AbbVie Inc.
|
2.86% | $130,494.00 | 600 |
|
-
ASE Technology Holding Co., Ltd.
|
2.38% | $108,400.00 | 5,000 |
|
-
DIREXION DAILY SMALL CAP BULL 3X SHARES
|
1.94% | $88,260.00 | 2,000 |
|
-
Apple Inc.
|
1.67% | $76,137.00 | 300 |
|
-
DIREXION SHARES ETF TRUST
|
1.61% | $73,270.00 | 1,000 |
|
-
JPMORGAN CHASE & CO
|
1.29% | $58,832.00 | 200 |
|
-
Silicon Motion Technology CORP
|
1.23% | $56,145.00 | 500 |
|
-
DIREXION SHARES ETF TRUST
|
1.14% | $51,940.00 | 1,000 |
|
-
ExxonMobil Holdings Corp
|
1.12% | $50,898.00 | 300 |
|
-
GENERAL ELECTRIC CO
|
0.78% | $35,471.25 | 125 |
|
-
DIREXION DAILY SEMICONDUCTORS BULL 3X SHARES
|
0.74% | $33,537.00 | 700 |
|
-
DIREXION SHARES ETF TRUST
|
0.63% | $28,848.00 | 800 |
|
-
GE Vernova Inc.
|
0.59% | $27,059.90 | 31 |
|
-
CVS HEALTH Corp
|
0.47% | $21,546.00 | 300 |
|
-
Walt Disney Co
|
0.42% | $19,276.00 | 200 |
|
-
DIREXION SHARES ETF TRUST
|
0.38% | $17,180.00 | 2,000 |
|
-
DIREXION DAILY ROBOTICS ARTIFICIAL INTELLIGENCE & AUTOMATION INDEX BULL 2X ETF
|
0.34% | $15,547.50 | 750 |
|
-
UNITED MICROELECTRONICS CORP
|
0.26% | $11,674.00 | 1,300 |
|
-
DIREXION SHARES ETF TRUST
|
0.22% | $10,220.00 | 1,000 |
|
-
PLUG POWER INC
|
0.20% | $9,040.00 | 4,000 |
|
-
PROSHARES TRUST
|
0.12% | $5,300.50 | 50 |
|
-
GE HealthCare Technologies Inc.
|
0.06% | $2,918.38 | 41 |
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