# EDGAR Filing Document

**Accession Number:** 0001058587
**File Stem:** 0001162044-25-001270
**Filing Date:** 2025-12
**Character Count:** 15662
**Document Hash:** 0842d0b8c46119078b341aacdc28e33d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-25-001270.hdr.sgml**: 20251208

**ACCESSION NUMBER**: 0001162044-25-001270

**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:** 251555429

**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 Growth & Income Fund (Series ID: S000057859)

| Class ID   | Class Name                   | Ticker Symbol   |
|:---|:---|:---|
| C000186850 | Upright Growth & Income 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 Growth and Income Fund

- **b. EDGAR series identifier (if any):** S000057859

- **c. LEI of Series:** 549300XCUWL1877S4Y31

**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:** $4279934.61

**Total Liabilities:** $45755.60

**Net Assets:** $4234179.01

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000186850 | 5.02%                | 0.70%                | 8.67%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $0.00                    | $189986.56                                 |
| Month 2  | $-28135.00               | $49098.54                                  |
| Month 3  | $0.00                    | $342299.60                                 |

### 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        |       600 | NS      | $138924.00    | 3.28%             |  |  |  | No            |                  1 | On Loan: No      |
| Apple, Inc.                                 | Apple, Inc.                                                                        | CUSIP: 037833100<br>LEI: HWUPKR0MPOU8FGXBT394 | Long             | EC               | CORP              | US        |       400 | NS      | $101852.00    | 2.40%             |  |  |  | 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    | 2.62%             |  |  |  | No            |                  1 | On Loan: No      |
| CVS Health Corp.                            | CVS Health Corp.                                                                   | CUSIP: 126650100<br>LEI: 549300EJG376EN5NQE29 | Long             | EC               | CORP              | US        |       300 | NS      | $22617.00     | 0.53%             |  |  |  | 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        |       800 | NS      | $32144.00     | 0.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Aerospace & Defense Bull 3X Shares                                  | CUSIP: 25460E661<br>LEI: 549300VG68HYTVDG1738 | Long             | EC               | RF                | US        |      1500 | NS      | $103125.00    | 2.43%             |  |  |  | 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        |      9000 | NS      | $290700.00    | 6.86%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Industrials Bull 3X Shares                                          | CUSIP: 25460E737<br>LEI: 549300DDEAR7S3PWSL31 | Long             | EC               | RF                | US        |      1000 | NS      | $75720.00     | 1.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Pharmaceutical & Medical Bull 3X Shares                             | CUSIP: 25460E646<br>LEI: 549300HLYIVQQ31NJC71 | Long             | EC               | RF                | US        |      1000 | NS      | $8070.00      | 0.19%             |  |  |  | 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        |      1000 | NS      | $50690.00     | 1.20%             |  |  |  | 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     | 0.46%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares | CUSIP: 25460G823<br>LEI: 549300T7PQ41I2T80K11 | Long             | EC               | RF                | US        |       750 | NS      | $18765.00     | 0.44%             |  |  |  | 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    | 2.55%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Financial Bull 3X Shares                                                  | CUSIP: 25459Y694<br>LEI: K98KMGGYJD1W0EDCBP05 | Long             | EC               | RF                | US        |      1300 | NS      | $231270.00    | 5.46%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                   | Direxion Small Cap Bull 3X Shares                                                  | CUSIP: 25459W847<br>LEI: EI6O4TKYTT2L506TQD71 | Long             | EC               | RF                | US        |      2000 | NS      | $90480.00     | 2.13%             |  |  |  | No            |                  1 | On Loan: No      |
| Exxon Mobil Corp.                           | Exxon Mobil Corp.                                                                  | CUSIP: 30231G102<br>LEI: J3WHBG0MTS7O8ZVMDC91 | Long             | EC               | CORP              | US        |       300 | NS      | $33825.00     | 0.80%             |  |  |  | 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        |     62515 | NS      | $62515.05     | 1.47%             |  |  |  | No            |                  1 | On Loan: No      |
| GE Healthcare Technologies, Inc.            | GE Healthcare Technologies, Inc.                                                   | CUSIP: 36266G107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |        41 | NS      | $3079.10      | 0.07%             |  |  |  | No            |                  1 | On Loan: No      |
| GE Vernova, Inc.                            | GE Vernova, Inc.                                                                   | CUSIP: 36828A101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |        31 | NS      | $19061.90     | 0.45%             |  |  |  | No            |                  1 | On Loan: No      |
| General Electric Co.                        | General Electric Co.                                                               | CUSIP: 369604301<br>LEI: 3C7474T6CDKPR9K6YT90 | Long             | EC               | CORP              | US        |       125 | NS      | $37602.50     | 0.89%             |  |  |  | No            |                  1 | On Loan: No      |
| Himax Technologies, Inc.                    | Himax Technologies, Inc. ADR                                                       | CUSIP: 43289P106<br>LEI: 529900Z6XWS79D8T1X09 | Long             | EC               | CORP              | CN        |     50000 | NS      | $441500.00    | 10.42%            |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Chase & Co.                        | JPMorgan Chase & Co.                                                               | CUSIP: 46625H100<br>LEI: 8I5DZWZKVSZI1NUHU748 | Long             | EC               | CORP              | US        |       200 | NS      | $63086.00     | 1.49%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA Corp.                                | NVIDIA Corp.                                                                       | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |      6000 | NS      | $1119480.00   | 26.41%            |  |  |  | No            |                  1 | On Loan: No      |
| Plug Power, Inc.                            | Plug Power, Inc.                                                                   | CUSIP: 72919P202<br>LEI: 549300JPDKRSJ8JSM954 | Long             | EC               | CORP              | US        |      4000 | NS      | $9320.00      | 0.22%             |  |  |  | No            |                  1 | On Loan: No      |
| ProShares Trust                             | ProShares S&P 500 Dividend Aristocrats ETF                                         | CUSIP: 74348A467<br>LEI: 549300VFVCIPWC83R162 | Long             | EC               | RF                | US        |        50 | NS      | $5153.50      | 0.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Silicon Motion Technology Corp.             | Silicon Motion Technology Corp.                                                    | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | CN        |      1500 | NS      | $142215.00    | 3.36%             |  |  |  | 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    | 6.59%             |  |  |  | No            |                  1 | On Loan: No      |
| Tapestry, Inc                               | Tapestry, Inc.                                                                     | CUSIP: 876030107<br>LEI: 549300LJNVY5SW3VTN33 | Long             | EC               | CORP              | US        |      2300 | NS      | $260406.00    | 6.14%             |  |  |  | No            |                  1 | On Loan: No      |
| Teva Pharmaceutical Industries Ltd.         | Teva Pharmaceutical Industries Ltd.                                                | CUSIP: 881624209<br>LEI: 549300BAFGM4RC74ZJ94 | Long             | EC               | CORP              | IL        |      7000 | NS      | $141400.00    | 3.34%             |  |  |  | No            |                  1 | On Loan: No      |
| The Goldman Sachs Group, Inc.               | The Goldman Sachs Group, Inc.                                                      | CUSIP: 38141G104<br>LEI: 784F5XWPLTWKTBV3E584 | Long             | EC               | CORP              | US        |       200 | NS      | $159270.00    | 3.76%             |  |  |  | No            |                  1 | On Loan: No      |
| The Walt Disney Co.                         | The Walt Disney Co.                                                                | CUSIP: 254687106<br>LEI: 549300GZKULIZ0WOW665 | Long             | EC               | CORP              | US        |       200 | NS      | $22900.00     | 0.54%             |  |  |  | No            |                  1 | On Loan: No      |
| United Microelectronics Corp.               | United Microelectronics Corp. ADR                                                  | CUSIP: 910873405<br>LEI: 391200YJCAGH9LF96P73 | Long             | EC               | CORP              | CN        |     10000 | NS      | $75800.00     | 1.79%             |  |  |  | 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