# EDGAR Filing Document

**Accession Number:** 0001058587
**File Stem:** 0001162044-26-000463
**Filing Date:** 2026-5
**Character Count:** 15975
**Document Hash:** 15da29addda3d3def2ee197b131f3c1c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-26-000463.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0001162044-26-000463

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260529

**DATE AS OF CHANGE**: 20260529

**PERIOD START**: 20260930

**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:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-08723
- **FILM NUMBER:** 261039559

**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:** 2026-09-30

- **b. Date as of which information is reported:** 2026-03-31

**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:** $3222467.77

**Total Liabilities:** $25491.67

**Net Assets:** $3196976.10

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000186849 | 6.32%                | -0.43%               | -7.65%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $236759.51               | $-39165.24                                 |
| Month 2  | $0.00                    | $-13164.25                                 |
| Month 3  | $0.00                    | $-263443.64                                |

### 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      | $108745.00    | 3.40%             |  |  |  | No            |                  1 | On Loan: No      |
| ASE Technology Holding Co. Ltd.              | ASE Technology Holding Co. Ltd. ADR                                  | CUSIP: 00215W100<br>LEI: 254900W5BZM5ILCPWL43 | Long             | EC               | CORP              | CN        |      5000 | NS      | $108400.00    | 3.39%             |  |  |  | No            |                  1 | On Loan: No      |
| Baidu, Inc.                                  | Baidu, Inc. ADR                                                      | CUSIP: 056752108<br>LEI: 254900AL64IANZYI1E02 | Long             | EC               | CORP              | KY        |       100 | NS      | $11142.00     | 0.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily 20+ Year Treasury Bull 3X ETF                         | CUSIP: 25460G138<br>LEI: N/A                  | Long             | EC               | RF                | US        |       750 | NS      | $27045.00     | 0.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Dow Jones Internet Bull 3X ETF                        | CUSIP: 25460E364<br>LEI: 549300XXKV22AN28JF38 | Long             | EC               | RF                | US        |     10000 | NS      | $168200.00    | 5.26%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Energy Bull 2X ETF                                    | CUSIP: 25460G609<br>LEI: 2JB4KUARIHFQ3UW6AS94 | Long             | EC               | RF                | US        |       550 | NS      | $56655.50     | 1.77%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily MSCI Brazil Bull 2X ETF                               | CUSIP: 25460G708<br>LEI: 549300T02YU3KFGO6S08 | Long             | EC               | RF                | US        |        85 | NS      | $9487.70      | 0.30%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily MSCI Emerging Markets Bull 3X ETF                     | CUSIP: 25490K281<br>LEI: 25X0LWHQPBGJZE4GP927 | Long             | EC               | RF                | US        |       200 | NS      | $11196.00     | 0.35%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily MSCI India Bull 2x ETF                                | CUSIP: 25490K331<br>LEI: 5493000K7TFK1VOE8781 | Long             | EC               | RF                | US        |       500 | NS      | $20770.00     | 0.65%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Mid Cap 3X Shares ETF                                 | CUSIP: 25459W730<br>LEI: B15Q6MX3OEO111P4BX96 | Long             | EC               | RF                | US        |      1500 | NS      | $77910.00     | 2.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Real Estate Bull 3X ETF                               | CUSIP: 25459W755<br>LEI: P8BQAXSX9Q7HO4G7MO50 | Long             | EC               | RF                | US        |      2000 | NS      | $17180.00     | 0.54%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily S&P 500 Bull 3X ETF                                   | CUSIP: 25459W862<br>LEI: 5493006YB4C09PHLOQ94 | Long             | EC               | CORP              | US        |      1500 | NS      | $277335.00    | 8.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Semiconductor Bull 3X ETF                             | CUSIP: 25459W458<br>LEI: 549300CSAWUY4LTETA16 | Long             | EC               | RF                | US        |       700 | NS      | $33537.00     | 1.05%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Financial Bull 3X ETF                                       | CUSIP: 25459Y694<br>LEI: K98KMGGYJD1W0EDCBP05 | Long             | EC               | RF                | US        |      1100 | NS      | $130350.00    | 4.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Small Cap Bull 3X ETF                                       | CUSIP: 25459W847<br>LEI: EI6O4TKYTT2L506TQD71 | Long             | EC               | RF                | US        |      2500 | NS      | $110325.00    | 3.45%             |  |  |  | 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        |    659546 | NS      | $659546.03    | 20.63%            |  |  |  | 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      | $74350.00     | 2.33%             |  |  |  | No            |                  1 | On Loan: No      |
| Himax Technologies, Inc.                     | Himax Technologies, Inc. ADR                                         | CUSIP: 43289P106<br>LEI: 529900Z6XWS79D8T1X09 | Long             | EC               | CORP              | CN        |     40000 | NS      | $314800.00    | 9.85%             |  |  |  | No            |                  1 | On Loan: No      |
| KraneShares Trust                            | KraneShares CSI China Internet ETF                                   | CUSIP: 500767306<br>LEI: 549300URDNVSGEWBN526 | Long             | EC               | RF                | US        |      1400 | NS      | $39802.00     | 1.24%             |  |  |  | No            |                  1 | On Loan: No      |
| Plug Power, Inc.                             | Plug Power Inc.                                                      | CUSIP: 72919P202<br>LEI: 549300JPDKRSJ8JSM954 | Long             | EC               | CORP              | US        |      5000 | NS      | $11300.00     | 0.35%             |  |  |  | No            |                  1 | On Loan: No      |
| ProShares Trust                              | ProShares UltraPro QQQ ETF                                           | CUSIP: 74347X831<br>LEI: 03026FQTQRJ0JSTBI779 | Long             | EC               | RF                | US        |      4000 | NS      | $166720.00    | 5.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Silicon Motion Technology Corp.              | Silicon Motion Technology Corp. ADR                                  | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | CN        |       800 | NS      | $89832.00     | 2.81%             |  |  |  | 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      | $337950.00    | 10.57%            |  |  |  | No            |                  1 | On Loan: No      |
| Teva Pharmaceutical Industries Ltd.          | Teva Pharmaceutical Industries Ltd.                                  | CUSIP: 881624209<br>LEI: 549300BAFGM4RC74ZJ94 | Long             | EC               | CORP              | IL        |      2000 | NS      | $60240.00     | 1.88%             |  |  |  | No            |                  1 | On Loan: No      |
| VanEck ETF Trust                             | VanEck Vectors Vietnam ETF                                           | CUSIP: 92189F817<br>LEI: 967600R6KS3GOYP1ZM78 | Long             | EC               | RF                | US        |      2000 | NS      | $34620.00     | 1.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Vanguard Group                               | Vanguard Emerging Markets Stock Index Fund                           | CUSIP: 922042858<br>LEI: I9EY4HOGV0KQ5WF8MP19 | Long             | EC               | RF                | US        |       700 | NS      | $37835.00     | 1.18%             |  |  |  | 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      | $14579.00     | 0.46%             |  |  |  | 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      | $17740.00     | 0.55%             |  |  |  | No            |                  1 | On Loan: No      |
| Viatris, Inc.                                | Viatris, Inc.                                                        | CUSIP: 92556V106<br>LEI: 254900ZZTSW7NL773X71 | Long             | EC               | CORP              | US        |      1500 | NS      | $20265.00     | 0.63%             |  |  |  | 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      | $59612.56     | 1.86%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                                | iShares MSCI China ETF                                               | CUSIP: 46429B671<br>LEI: 549300Q0IWAYMYXW0R77 | Long             | EC               | RF                | US        |       200 | NS      | $11236.00     | 0.35%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                                | iShares MSCI EAFE Value ETF                                          | CUSIP: 464288877<br>LEI: 549300AN74D4XJZB8Y40 | Long             | EC               | RF                | US        |       200 | NS      | $14870.00     | 0.47%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                                | iShares MSCI Taiwan ETF                                              | CUSIP: 46434G772<br>LEI: NOTS2OVXOI43240U2196 | Long             | EC               | RF                | US        |      1000 | NS      | $70920.00     | 2.22%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                                | iShares Russell Mid-Cap Value ETF                                    | CUSIP: 464287473<br>LEI: 5493000860OXIC4B5K91 | Long             | EC               | RF                | US        |       100 | NS      | $14574.00     | 0.46%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2026-03-31

**Name of Applicant:** Upright Investments Trust

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

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

**Title:** President