# EDGAR Filing Document

**Accession Number:** 0001058587
**File Stem:** 0001162044-26-000235
**Filing Date:** 2026-3
**Character Count:** 25458
**Document Hash:** be0f2ebf75c4ba12df15c29357b9e450
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-26-000235.hdr.sgml**: 20260302

**ACCESSION NUMBER**: 0001162044-26-000235

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260302

**DATE AS OF CHANGE**: 20260302

**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:** 26707326

**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 |  |

## Nport-Ex

---

| | | |
|:---|:---|:---|
| **Schedule of Investments** | **Schedule of Investments** | **Schedule of Investments** |
| **December 31, 2025 (unaudited)** | **December 31, 2025 (unaudited)** | **December 31, 2025 (unaudited)** |
| **<u>Upright Growth & Income</u>** | **<u>Upright Growth & Income</u>** | **<u>Upright Growth & Income</u>** |
|  | **Shares or Principal** |  |
| **Security Description** | **Amount ($)** | **Fair Value ($)(1)** |
| **Common Stocks - 68.63%** | **Common Stocks - 68.63%** | **Common Stocks - 68.63%** |
| **Banks - Diversified - 1.47%** |  |  |
| JPMorgan Chase & Co. | 200  | 64444  |
| **Capital Markets - 4.02%** |  |  |
| The Goldman Sachs Group, Inc. | 200  | 175800  |
| **Consumer Electronics - 1.87%** |  |  |
| Apple, Inc. | 300  | 81558  |
| **Drug Manufacturers - General - 3.14%** |  |  |
| AbbVie, Inc. | 600  | 137094  |
| **Drug Manufacturers - Specialty & Generic - 5.00%** |  |  |
| Teva Pharmaceutical Industries Ltd. ADR (2) | 7000  | 218470  |
| **Electrical Equipment & Parts - 0.19%** |  |  |
| Plug Power, Inc. (2) | 4000  | 7880  |
| **Entertainment - 0.52%** |  |  |
| The Walt Disney Co.  | 200  | 22754  |
| **Health Information Services - 0.08%** |  |  |
| GE Healthcare Technologies, Inc. | 41  | 3363  |
| **Healthcare Plans - 0.54%** |  |  |
| CVS Health Corp. | 300  | 23808  |
| **Integrated Circuit Design - 9.37%** |  |  |
| Himax Technologies, Inc. ADR (2) | 50000  | 409500  |
| **Luxury Goods - 6.72%** |  |  |
| Tapestry, Inc. | 2300  | 293871  |
| **Oil & Gas Integrated - 0.83%** |  |  |
| Exxon Mobil Corp. | 300  | 36102  |
| **Specialty Industrial Machinery - 0.88%** |  |  |
| General Electric Co. | 125  | 38504  |
| **Semiconductors - 33.54%** |  |  |
| ASE Technology Holding Co. Ltd. ADR (2) | 10000  | 161000  |
| NVIDIA Corp. | 4200  | 783300  |
| Silicon Motion Technology Corp. ADR  | 1500  | 139050  |
| Taiwan Semiconductor Manufacturing Co. Ltd. ADR | 1000  | 303890  |
| United Microelectronics Corp. ADR (2) | 10000  | 78600  |
|  |  | 1465840  |
| **Turbine Generators - 0.46%** |  |  |
| GE Vernova LLC | 31  | 20261  |
| Total Common Stock | (Cost $1,133,740) | 2999248  |
| **Exchange-Traded Funds (3) - 22.52%** | **Exchange-Traded Funds (3) - 22.52%** | **Exchange-Traded Funds (3) - 22.52%** |
| Direxion Daily 20+ Year Treasury Bull 3X Shares | 800  | 29856  |
| Direxion Daily Aerospace & Defense Bull 3X Shares | 1500  | 95820  |
| Direxion Daily Dow Jones Internet Bull 3X Shares | 9000  | 246240  |
| Direxion Daily Industrials Bull 3X Shares | 1000  | 67520  |
| Direxion Daily Pharmaceutical & Medical Bull 3X Shares | 1000  | 12300  |
| Direxion Daily Pharmaceutical & Medical Bull 3X Shares ETF | 1000  | 50760  |
| Direxion Daily Real Estate Bull 3X Shares | 2000  | 17040  |
| Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares | 750  | 19185  |
| Direxion Daily Semiconductor Bull 3X Shares | 3100  | 130293  |
| Direxion Financial Bull 3X Shares | 1300  | 218829  |
| Direxion Small Cap Bull 3X Shares | 2000  | 91080  |
| ProShares S&P 500 Dividend Aristocrats ETF | 50  | 5204  |
| Total Exchange-Traded Funds | (Cost $436,009) | 984127  |
| **Money Market Registered Investment Companies (4) - 10.17%** | **Money Market Registered Investment Companies (4) - 10.17%** | **Money Market Registered Investment Companies (4) - 10.17%** |
| Fidelity Institutional Money Market - Treasury Portfolio - Class I - 3.41% | 444647  | 444647  |
| Total Money Market Registered Investment Companies | (Cost $444,647) | 444647  |
| **Total Investments - 101.32%** | (Cost $2,014,396) | 4428022  |
| Liabilities in Excess of Other Assets - (1.32%) |  | (57553) |
| Total Net Assets - 100.00% |  | 4370469  |
| (1) ***Statement on Financial Accounting Standard No. 157 "Fair Value Measurements"*** - Various inputs are used in determining the value of the Fund's investments. | (1) ***Statement on Financial Accounting Standard No. 157 "Fair Value Measurements"*** - Various inputs are used in determining the value of the Fund's investments. | (1) ***Statement on Financial Accounting Standard No. 157 "Fair Value Measurements"*** - Various inputs are used in determining the value of the Fund's investments. |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;These inputs are summarized in the three broad levels listed below. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;These inputs are summarized in the three broad levels listed below. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;These inputs are summarized in the three broad levels listed below. |
| • Level 1 - quoted prices in active markets for identical securities | • Level 1 - quoted prices in active markets for identical securities | • Level 1 - quoted prices in active markets for identical securities |
| • Level 2 - other significant observable inputs (including quoted prices for similar securities, interest rates, prepayment speeds, credit risk, etc.) | • Level 2 - other significant observable inputs (including quoted prices for similar securities, interest rates, prepayment speeds, credit risk, etc.) | • Level 2 - other significant observable inputs (including quoted prices for similar securities, interest rates, prepayment speeds, credit risk, etc.) |
| • Level 3 - significant unobservable inputs (including the Fund's own assumptions in determining the fair value of investments) | • Level 3 - significant unobservable inputs (including the Fund's own assumptions in determining the fair value of investments) | • Level 3 - significant unobservable inputs (including the Fund's own assumptions in determining the fair value of investments) |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The following is a summary of the inputs used as of December 31, 2025 in valuing the Fund's assets carried at fair value: | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The following is a summary of the inputs used as of December 31, 2025 in valuing the Fund's assets carried at fair value: | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The following is a summary of the inputs used as of December 31, 2025 in valuing the Fund's assets carried at fair value: |
|  | Investments in  | Other Financial |
| Valuation Inputs | Securities | Instruments (9) |
| Level 1 - Quoted Prices | $4428022 | $0  |
| Level 2 - Other Significant Observable Inputs | - | - |
| Level 3 - Significant Unobservable Inputs | - | - |
| Total | $4428022 | $0  |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities. For example, short-term | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities. For example, short-term | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities. For example, short-term |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;debt instruments and repurchase agreements with a maturity of less than 60 days are valued using amortized cost, in accordance with rules under the Investment | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;debt instruments and repurchase agreements with a maturity of less than 60 days are valued using amortized cost, in accordance with rules under the Investment | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;debt instruments and repurchase agreements with a maturity of less than 60 days are valued using amortized cost, in accordance with rules under the Investment |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Company Act of 1940. Generally, amortized cost approximates the current fair value of a security, but since the value is not obtained from a quoted price in an active | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Company Act of 1940. Generally, amortized cost approximates the current fair value of a security, but since the value is not obtained from a quoted price in an active | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;Company Act of 1940. Generally, amortized cost approximates the current fair value of a security, but since the value is not obtained from a quoted price in an active |
| &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;market, such securities are reflected as Level 2. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;market, such securities are reflected as Level 2. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;market, such securities are reflected as Level 2. |
| (2) Represents non-income producing securities. | (2) Represents non-income producing securities. | (2) Represents non-income producing securities. |
| (3) Exchange-traded fund. | (3) Exchange-traded fund. | (3) Exchange-traded fund. |
| (4) Variable rate security. The yield shown represents the 7-day yield in effect at December 31, 2025. | (4) Variable rate security. The yield shown represents the 7-day yield in effect at December 31, 2025. | (4) Variable rate security. The yield shown represents the 7-day yield in effect at December 31, 2025. |
| ADR - American Depository Receipt |  |  |

---

## 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:** 2026-09-30

- **b. Date as of which information is reported:** 2025-12-31

**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:** $4430065.78

**Total Liabilities:** $59596.86

**Net Assets:** $4370468.92

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000186850 | 5.21%                | -6.86%               | 5.24%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $0.00                    | $229997.14                                 |
| Month 2  | $0.00                    | $-298782.93                                |
| Month 3  | $373883.01               | $-151154.78                                |

### 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      | $137094.00    | 3.14%             |  |  |  | No            |                  1 | On Loan: No      |
| Apple, Inc.                                  | Apple, Inc.                                                                        | CUSIP: 037833100<br>LEI: HWUPKR0MPOU8FGXBT394 | Long             | EC               | CORP              | US        |       300 | NS      | $81558.00     | 1.87%             |  |  |  | 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      | $161000.00    | 3.68%             |  |  |  | No            |                  1 | On Loan: No      |
| CVS Health Corp.                             | CVS Health Corp.                                                                   | CUSIP: 126650100<br>LEI: 549300EJG376EN5NQE29 | Long             | EC               | CORP              | US        |       300 | NS      | $23808.00     | 0.54%             |  |  |  | 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      | $29856.00     | 0.68%             |  |  |  | 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      | $95820.00     | 2.19%             |  |  |  | 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      | $246240.00    | 5.63%             |  |  |  | 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      | $67520.00     | 1.54%             |  |  |  | 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      | $12300.00     | 0.28%             |  |  |  | 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      | $50760.00     | 1.16%             |  |  |  | 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      | $17040.00     | 0.39%             |  |  |  | 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      | $19185.00     | 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      | $130293.00    | 2.98%             |  |  |  | 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      | $218829.00    | 5.01%             |  |  |  | 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      | $91080.00     | 2.08%             |  |  |  | No            |                  1 | On Loan: No      |
| Exxon Mobil Corp.                            | Exxon Mobil Corp.                                                                  | CUSIP: 30231G102<br>LEI: J3WHBG0MTS7O8ZVMDC91 | Long             | EC               | CORP              | US        |       300 | NS      | $36102.00     | 0.83%             |  |  |  | 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        |    444647 | NS      | $444646.90    | 10.17%            |  |  |  | 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      | $3362.82      | 0.08%             |  |  |  | No            |                  1 | On Loan: No      |
| GE Vernova, Inc.                             | GE Vernova, Inc.                                                                   | CUSIP: 36828A101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |        31 | NS      | $20260.67     | 0.46%             |  |  |  | No            |                  1 | On Loan: No      |
| General Electric Co.                         | General Electric Co.                                                               | CUSIP: 369604301<br>LEI: 3C7474T6CDKPR9K6YT90 | Long             | EC               | CORP              | US        |       125 | NS      | $38503.75     | 0.88%             |  |  |  | No            |                  1 | On Loan: No      |
| Himax Technologies, Inc.                     | Himax Technologies, Inc. ADR                                                       | CUSIP: 43289P106<br>LEI: 529900Z6XWS79D8T1X09 | Long             | EC               | CORP              | CN        |     50000 | NS      | $409500.00    | 9.37%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Chase & Co.                         | JPMorgan Chase & Co.                                                               | CUSIP: 46625H100<br>LEI: 8I5DZWZKVSZI1NUHU748 | Long             | EC               | CORP              | US        |       200 | NS      | $64444.00     | 1.47%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA Corp.                                 | NVIDIA Corp.                                                                       | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |      4200 | NS      | $783300.00    | 17.92%            |  |  |  | No            |                  1 | On Loan: No      |
| Plug Power, Inc.                             | Plug Power, Inc.                                                                   | CUSIP: 72919P202<br>LEI: 549300JPDKRSJ8JSM954 | Long             | EC               | CORP              | US        |      4000 | NS      | $7880.00      | 0.18%             |  |  |  | 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      | $5203.50      | 0.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Silicon Motion Technology Corp.              | Silicon Motion Technology Corp. ADR                                                | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | CN        |      1500 | NS      | $139050.00    | 3.18%             |  |  |  | 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      | $303890.00    | 6.95%             |  |  |  | No            |                  1 | On Loan: No      |
| Tapestry, Inc                                | Tapestry, Inc.                                                                     | CUSIP: 876030107<br>LEI: 549300LJNVY5SW3VTN33 | Long             | EC               | CORP              | US        |      2300 | NS      | $293871.00    | 6.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Teva Pharmaceutical Industries Ltd.          | Teva Pharmaceutical Industries Ltd.                                                | CUSIP: 881624209<br>LEI: 549300BAFGM4RC74ZJ94 | Long             | EC               | CORP              | IL        |      7000 | NS      | $218470.00    | 5.00%             |  |  |  | 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      | $175800.00    | 4.02%             |  |  |  | No            |                  1 | On Loan: No      |
| The Walt Disney Co.                          | The Walt Disney Co.                                                                | CUSIP: 254687106<br>LEI: 549300GZKULIZ0WOW665 | Long             | EC               | CORP              | US        |       200 | NS      | $22754.00     | 0.52%             |  |  |  | No            |                  1 | On Loan: No      |
| United Microelectronics Corp.                | United Microelectronics Corp. ADR                                                  | CUSIP: 910873405<br>LEI: 391200YJCAGH9LF96P73 | Long             | EC               | CORP              | CN        |     10000 | NS      | $78600.00     | 1.80%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-12-31

**Name of Applicant:** Upright Investments Trust

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

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

**Title:** President