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UPDDX Holdings List NMFQS:UPDDX

None | Upright Investments Trust
$32.00
↑ $0.11 (0.34%)
Last Updated: Oct 19, 2026

Upright Growth & Income (UPDDX) - mutual fund with $825.95K in assets. The fund allocates 62.87% 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 14.76% of total assets. This is followed by Himax Technologies, Inc. ADR (13.47%) and Taiwan Semiconductor Manufacturing Co. Ltd. (5.95%).

UPDDX Holdings

Name Weight Owned Change
NVIDIA Corp. 14.76% - -
Himax Technologies, Inc. ADR 13.47% - -
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. 4.16% - -
AbbVie, Inc. 2.65% - -
Tapestry, Inc. 7.12% - -
The Goldman Sachs Group, Inc. 3.55% - -
Fidelity Institutional Money Market - Treasury Portfolio - Class Iii 31.51% - -
Taiwan Semiconductor Manufacturing Co., Ltd. 8.39% - -
Direxion Financial Bull 3X ETF 3.36% - -
Direxion Daily Dow Jones Internet Bull 3X ETF 3.63% - -
Direxion Small Cap Bull 3X ETF 2.64% - -

Asset Allocation

Bond 0.33%
Cash 32.68%
Non US Stock 27.65%
Not Classified 0.00%
Other 0.00%
US Stock 39.34%

Market Cap

AverageMarketCap 523206.05%
Giant 28.00%
Large 15.51%
Medium 3.79%
Micro 2.92%
Small 1.19%

Sector Weights

Cash and Equivalents 0.09%
Corporate 0.09%
Derivative 0.09%
Government 0.09%
Municipal 0.09%
Securitized 0.09%
Basic Materials 0.15%
Consumer Cyclical 4.34%
Financial Services 11.26%
Real Estate 0.63%
Consumer Defensive 0.12%
Healthcare 12.29%
Utilities 0.09%
Communication Services 1.48%
Energy 1.27%
Industrials 5.73%
Technology 62.64%

World Regions

Latin America 0.02%
North America 57.77%
Asia Developed 14.14%
Asia Emerging 21.52%
Australasia 0.00%
Japan 0.07%
Africa/Middle East 6.37%
Europe Developed 0.10%
Europe Emerging 0.00%
United Kingdom 0.01%