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UPDDX Holdings List NMFQS:UPDDX

Large Growth | Upright Investments Trust
$33.07
↑ $0.31 (0.95%)
Last Updated: Jun 30, 2026

Upright Growth & Income Fund (UPDDX) - Large Growth fund with $825.95K in assets. The fund allocates 63.33% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.

The largest holding in the fund is NVIDIA Corp. at 17.92% of total assets. This is followed by Himax Technologies, Inc. ADR (9.37%) and Taiwan Semiconductor Manufacturing Co. Ltd. (5.95%).

UPDDX Holdings

Name Weight Owned Change
NVIDIA Corp. 17.92% - -
Himax Technologies, Inc. ADR 9.37% - -
Taiwan Semiconductor Manufacturing Co. Ltd. 5.95% - -
Direxion Daily Semiconductor Bull 3X Shares 3.64% - -
Direxion Daily Dow Jones Internet Bull 3X Shares 5.63% - -
Direxion Financial Bull 3X Shares 5.01% - -
Silicon Motion Technology Corp. ADR 3.92% - -
ASE Technology Holding Co. Ltd. ADR 3.68% - -
Teva Pharmaceutical Industries Ltd. 5.00% - -
AbbVie, Inc. 3.21% - -
Tapestry, Inc. 6.72% - -
The Goldman Sachs Group, Inc. 4.02% - -
Fidelity Institutional Money Market - Treasury Portfolio - Class Iii 10.17% - -
Taiwan Semiconductor Manufacturing Co., Ltd. 6.95% - -

Asset Allocation

Bond 0.45%
Cash 15.62%
Non US Stock 30.56%
Not Classified 0.00%
Other 0.08%
US Stock 53.28%

Market Cap

AverageMarketCap 330244.59%
Giant 34.83%
Large 22.76%
Medium 10.55%
Micro 1.05%
Small 1.73%

Sector Weights

Cash and Equivalents 0.09%
Corporate 0.09%
Derivative 0.09%
Government 0.09%
Municipal 0.09%
Securitized 0.09%
Basic Materials 0.14%
Consumer Cyclical 9.52%
Financial Services 11.26%
Real Estate 0.54%
Consumer Defensive 0.11%
Healthcare 11.25%
Utilities 0.09%
Communication Services 2.01%
Energy 1.12%
Industrials 5.66%
Technology 58.30%

World Regions

Latin America 0.02%
North America 63.41%
Asia Developed 15.12%
Asia Emerging 15.08%
Australasia 0.00%
Japan 0.07%
Africa/Middle East 5.99%
Europe Developed 0.30%
Europe Emerging 0.00%
United Kingdom 0.02%