Upright Growth Fund (UPUPX) is an MF managed by Independent / Boutique. Its largest position is TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM), representing 23.69% of fund assets.
Upright Growth Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UPUPX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Mar 31, 2026
- Filing Date:
- May 29, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
|
23.69% | $5,745,150.00 | 17,000 |
|
-
Himax Technologies, Inc.
|
21.78% | $5,282,824.07 | 671,261 |
|
-
MSILF GOVERNMENT PORTFOLIO
|
12.33% | $2,989,750.61 | 2,989,751 |
|
-
FIDELITY TREASURY PORTFOLIO
|
8.25% | $2,000,000.00 | 2,000,000 |
|
-
TEVA PHARMACEUTICAL INDUSTRIES LTD
|
8.21% | $1,990,992.24 | 66,102 |
|
-
Apple Inc.
|
5.96% | $1,446,603.00 | 5,700 |
|
-
Alphabet Inc.
|
2.37% | $573,720.00 | 2,000 |
|
-
AbbVie Inc.
|
2.15% | $521,976.00 | 2,400 |
|
-
ISHARES 20+ YEAR TREASURY BOND
|
1.79% | $433,450.00 | 5,000 |
|
-
DIREXION SHARES ETF TRUST
|
1.53% | $370,040.00 | 22,000 |
|
-
DIREXION SHARES ETF TRUST
|
1.49% | $360,600.00 | 10,000 |
|
-
Silicon Motion Technology CORP
|
1.39% | $336,870.00 | 3,000 |
|
-
BANK OF AMERICA CORP /DE/
|
1.21% | $292,500.00 | 6,000 |
|
-
Alibaba Group Holding Ltd
|
1.03% | $250,920.00 | 2,000 |
|
-
DIREXION DAILY FINANCIAL BULL
|
0.98% | $237,000.00 | 2,000 |
|
-
DIREXION SHARES ETF TRUST
|
0.91% | $219,810.00 | 3,000 |
|
-
PDD Holdings Inc.
|
0.84% | $204,360.00 | 2,000 |
|
-
METLIFE INC
|
0.73% | $176,800.00 | 2,500 |
|
-
ASE Technology Holding Co., Ltd.
|
0.72% | $173,440.00 | 8,000 |
|
-
Meta Platforms, Inc.
|
0.71% | $171,639.00 | 300 |
|
-
PLUG POWER INC
|
0.68% | $163,850.00 | 72,500 |
|
-
DIREXION SHARES ETF TRUST
|
0.64% | $155,820.00 | 3,000 |
|
-
DIREXION DAILY SEMICONDUCTORS BULL 3X SHARES
|
0.61% | $148,521.00 | 3,100 |
|
-
DIREXION DAILY ROBOTICS ARTIFICIAL INTELLIGENCE & AUTOMATION INDEX BULL 2X ETF
|
0.34% | $82,920.00 | 4,000 |
|
-
DIREXION DAILY SMALL CAP BULL 3X SHARES
|
0.27% | $66,195.00 | 1,500 |
|
-
Brighthouse Financial, Inc.
|
0.25% | $59,880.00 | 1,000 |
|
-
DIREXION SHARES ETF TRUST
|
0.18% | $42,950.00 | 5,000 |
|
-
DIREXION SHARES ETF TRUST
|
0.17% | $40,880.00 | 4,000 |
|
-
MOSAIC CO
|
0.13% | $30,600.00 | 1,200 |
|
-
UNITED MICROELECTRONICS CORP
|
0.09% | $22,450.00 | 2,500 |
|
-
Bausch Health Companies Inc.
|
0.04% | $10,800.00 | 2,000 |
|
-
DIREXION SHARES ETF TRUST
|
0.03% | $6,310.00 | 100 |
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