# EDGAR Filing Document

**Accession Number:** 0001058587
**File Stem:** 0001162044-25-001267
**Filing Date:** 2025-12
**Character Count:** 15946
**Document Hash:** 9acd109a9755de8f8382f38e47a019a1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-25-001267.hdr.sgml**: 20251208

**ACCESSION NUMBER**: 0001162044-25-001267

**CONFORMED SUBMISSION TYPE**: NT NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251208

**DATE AS OF CHANGE**: 20251208

**PERIOD START**: 20250930

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** UPRIGHT INVESTMENTS TRUST
- **CENTRAL INDEX KEY:** 0001058587

**ORGANIZATION NAME:**
- **EIN:** 223591153
- **FISCAL YEAR END:** 0930

**FILING VALUES:**
- **FORM TYPE:** NT NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-08723
- **FILM NUMBER:** 251555424

**BUSINESS ADDRESS:**
- **STREET 1:** 349 RIDGEDALE AVENUE
- **CITY:** EAST HANOVER
- **STATE:** NJ
- **ZIP:** 07936
- **BUSINESS PHONE:** 9735331818

**MAIL ADDRESS:**
- **STREET 1:** 349 RIDGEDALE AVENUE
- **CITY:** EAST HANOVER
- **STATE:** NJ
- **ZIP:** 07936

## Series and Classes Contracts Data

### Upright Assets Allocation Plus Fund (Series ID: S000057858)

| Class ID   | Class Name                          | Ticker Symbol   |
|:---|:---|:---|
| C000186849 | Upright Assets Allocation Plus Fund |  |

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** UPRIGHT INVESTMENTS TRUST

- **b. Investment Company Act file number:** 811-08723

- **c. CIK number of Registrant:** 0001058587

- **d. LEI of Registrant:** 5493003ZI0LVEQKB4487

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 349 RIDGEDALE AVE.

  - **City:** EAST HANOVER

  - **State:** NJ

  - **Foreign country:** US

  - **Zip / Postal Code:** 07936

  - **Telephone number:** 973-533-1818

**Item A.2. Information about the Series.**

- **a. Name of Series:** Upright Assets Allocation Plus Fund

- **b. EDGAR series identifier (if any):** S000057858

- **c. LEI of Series:** 549300RMW5KBVEH8FE80

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2025-09-30

- **b. Date as of which information is reported:** 2025-09-30

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $3040211.30

**Total Liabilities:** $26028.65

**Net Assets:** $3014182.65

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000186849 | 1.95%                | 3.37%                | 9.53%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $0.00                    | $52245.28                                  |
| Month 2  | $0.00                    | $77461.47                                  |
| Month 3  | $0.00                    | $262735.05                                 |

### Schedule of Portfolio Investments

| Name                                        | Title                                                                | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| AbbVie, Inc.                                | AbbVie, Inc.                                                         | CUSIP: 00287Y109<br>LEI: FR5LCKFTG8054YNNRU85 | Long             | EC               | CORP              | US        |       500 | NS      | $115770.00    | 3.84%             |  |  |  | No            |                  1 | On Loan: No      |
| ASE Technology Holding Co. Ltd.             | ASE Technology Holding Co. Ltd. ADR                                  | CUSIP: 00215W100<br>LEI: 300300GO8QHPMV87NZ73 | Long             | EC               | CORP              | CN        |     10000 | NS      | $110900.00    | 3.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Baidu, Inc.                                 | Baidu, Inc. ADR                                                      | CUSIP: 056752108<br>LEI: 254900AL64IANZYI1E02 | Long             | EC               | CORP              | KY        |       100 | NS      | $13177.00     | 0.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily 20+ Year Treasury Bull 3X Shares                      | CUSIP: 25460G138<br>LEI: N/A                  | Long             | EC               | RF                | US        |       750 | NS      | $30135.00     | 1.00%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Dow Jones Internet Bull 3X Shares                     | CUSIP: 25460E364<br>LEI: 549300XXKV22AN28JF38 | Long             | EC               | RF                | US        |     10000 | NS      | $323000.00    | 10.70%            |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Energy Bull 2X Shares                                 | CUSIP: 25460G609<br>LEI: 2JB4KUARIHFQ3UW6AS94 | Long             | EC               | RF                | US        |       550 | NS      | $31003.50     | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily MSCI Brazil Bull 2X Shares                            | CUSIP: 25460G708<br>LEI: 549300T02YU3KFGO6S08 | Long             | EC               | RF                | US        |        85 | NS      | $6261.95      | 0.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily MSCI Emerging Markets Bull 3X Shares                  | CUSIP: 25490K281<br>LEI: 25X0LWHQPBGJZE4GP927 | Long             | EC               | RF                | US        |       200 | NS      | $10200.00     | 0.34%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily MSCI India Bull 2x Shares                             | CUSIP: 25490K331<br>LEI: 5493000K7TFK1VOE8781 | Long             | EC               | RF                | US        |       500 | NS      | $26995.00     | 0.89%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Pharmaceutical & Medical Bull 3X Shares ETF           | CUSIP: 25459W730<br>LEI: B15Q6MX3OEO111P4BX96 | Long             | EC               | RF                | US        |      1500 | NS      | $76035.00     | 2.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Real Estate Bull 3X Shares                            | CUSIP: 25459W755<br>LEI: P8BQAXSX9Q7HO4G7MO50 | Long             | EC               | RF                | US        |      2000 | NS      | $19580.00     | 0.65%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily S&P 500 Bull 3X Shares                                | CUSIP: 25459W862<br>LEI: 5493006YB4C09PHLOQ94 | Long             | EC               | CORP              | US        |      1500 | NS      | $317850.00    | 10.53%            |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Semiconductor Bull 3X Shares                          | CUSIP: 25459W458<br>LEI: 549300CSAWUY4LTETA16 | Long             | EC               | RF                | US        |      3100 | NS      | $108004.00    | 3.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Financial Bull 3X Shares                                    | CUSIP: 25459Y694<br>LEI: K98KMGGYJD1W0EDCBP05 | Long             | EC               | RF                | US        |      1100 | NS      | $195690.00    | 6.48%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Small Cap Bull 3X Shares                                    | CUSIP: 25459W847<br>LEI: EI6O4TKYTT2L506TQD71 | Long             | EC               | RF                | US        |      2500 | NS      | $113100.00    | 3.75%             |  |  |  | No            |                  1 | On Loan: No      |
| Fidelity Institutional Cash Portfolios      | Fidelity Institutional Money Market - Treasury Portfolio - Class Iii | CUSIP: 316175884<br>LEI: N/A                  | Long             | STIV             | RF                | US        |     63792 | NS      | $63792.24     | 2.11%             |  |  |  | No            |                  1 | On Loan: No      |
| Global X Funds                              | Global X Lithium and Battery Tech ETF                                | CUSIP: 37954Y855<br>LEI: N/A                  | Long             | EC               | RF                | US        |      1000 | NS      | $56850.00     | 1.88%             |  |  |  | No            |                  1 | On Loan: No      |
| Himax Technologies, Inc.                    | Himax Technologies, Inc. ADR                                         | CUSIP: 43289P106<br>LEI: 529900Z6XWS79D8T1X09 | Long             | EC               | CORP              | CN        |     40000 | NS      | $353200.00    | 11.70%            |  |  |  | No            |                  1 | On Loan: No      |
| KraneShares Trust                           | KraneShares CSI China Internet ETF                                   | CUSIP: 500767306<br>LEI: 549300URDNVSGEWBN526 | Long             | EC               | RF                | US        |      1400 | NS      | $58814.00     | 1.95%             |  |  |  | No            |                  1 | On Loan: No      |
| Plug Power, Inc.                            | Plug Power, Inc.                                                     | CUSIP: 72919P202<br>LEI: 549300JPDKRSJ8JSM954 | Long             | EC               | CORP              | US        |      5000 | NS      | $11650.00     | 0.39%             |  |  |  | No            |                  1 | On Loan: No      |
| ProShares Trust                             | ProShares UltraPro QQQ ETF                                           | CUSIP: 74347X831<br>LEI: 5493005D9DS7C1P5AM59 | Long             | EC               | RF                | US        |      2000 | NS      | $206800.00    | 6.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Silicon Motion Technology Corp.             | Silicon Motion Technology Corp. ADR                                  | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | CN        |      2000 | NS      | $189620.00    | 6.28%             |  |  |  | No            |                  1 | On Loan: No      |
| Taiwan Semiconductor Manufacturing Co. Ltd. | Taiwan Semiconductor Manufacturing Co. Ltd.                          | CUSIP: 874039100<br>LEI: 549300KB6NK5SBD14S87 | Long             | EC               | CORP              | CN        |      1000 | NS      | $279290.00    | 9.25%             |  |  |  | No            |                  1 | On Loan: No      |
| Teva Pharmaceutical Industries Ltd.         | Teva Pharmaceutical Industries Ltd.                                  | CUSIP: 881624209<br>LEI: 549300BAFGM4RC74ZJ94 | Long             | EC               | CORP              | IL        |      2000 | NS      | $40400.00     | 1.34%             |  |  |  | No            |                  1 | On Loan: No      |
| VanEck ETF Trust                            | VanEck Vectors Vietnam ETF                                           | CUSIP: 92189F817<br>LEI: 967600R6KS3GOYP1ZM78 | Long             | EC               | RF                | US        |      2000 | NS      | $35680.00     | 1.18%             |  |  |  | No            |                  1 | On Loan: No      |
| Vanguard Group                              | Vanguard Emerging Markets Stock Index Fund                           | CUSIP: 922042858<br>LEI: I9EY4HOGV0KQ5WF8MP19 | Long             | EC               | RF                | US        |       700 | NS      | $37926.00     | 1.26%             |  |  |  | No            |                  1 | On Loan: No      |
| Vanguard Group                              | Vanguard FTSE All-World ex-US Small Cap Index Fund ETF               | CUSIP: 922042718<br>LEI: 4G186P9TJV7H6GBIH247 | Long             | EC               | RF                | US        |       100 | NS      | $14255.00     | 0.47%             |  |  |  | No            |                  1 | On Loan: No      |
| Vanguard Group                              | Vanguard Real Estate Index Fund ETF Shares                           | CUSIP: 922908553<br>LEI: 549300G6KNDK44WUN559 | Long             | EC               | RF                | US        |       200 | NS      | $18284.00     | 0.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Viatris, Inc.                               | Viatris, Inc.                                                        | CUSIP: 92556V106<br>LEI: 254900ZZTSW7NL773X71 | Long             | EC               | CORP              | US        |      1500 | NS      | $14850.00     | 0.49%             |  |  |  | No            |                  1 | On Loan: No      |
| Victory Portfolios II                       | VictoryShares US Large Cap High Dividend Volatility Wtd Index ETF    | CUSIP: 92647N865<br>LEI: 549300RS1Y46ILB96P77 | Long             | EC               | RF                | US        |       800 | NS      | $55670.40     | 1.84%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                               | iShares MSCI China ETF                                               | CUSIP: 46429B671<br>LEI: 549300Q0IWAYMYXW0R77 | Long             | EC               | RF                | US        |       200 | NS      | $13170.00     | 0.44%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                               | iShares MSCI EAFE Value ETF                                          | CUSIP: 464288877<br>LEI: 549300AN74D4XJZB8Y40 | Long             | EC               | RF                | US        |       200 | NS      | $13566.00     | 0.45%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                               | iShares MSCI Taiwan ETF                                              | CUSIP: 46434G772<br>LEI: 549300MGJZCNMJLBAJ67 | Long             | EC               | RF                | US        |      1000 | NS      | $63620.00     | 2.11%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                               | iShares Russell Mid-Cap Value ETF                                    | CUSIP: 464287473<br>LEI: 5493000860OXIC4B5K91 | Long             | EC               | RF                | US        |       100 | NS      | $13967.00     | 0.46%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-09-30

**Name of Applicant:** Upright Investments Trust

**Signature:** /s/ YOW-SHANG CHIUEH

**Name of Signer:** YOW-SHANG CHIUEH

**Title:** President