# EDGAR Filing Document

**Accession Number:** 0001058587
**File Stem:** 0001162044-26-000469
**Filing Date:** 2026-5
**Character Count:** 15218
**Document Hash:** c4f0f0f592d91d599b2ec20082c2f6b0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-26-000469.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0001162044-26-000469

**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:** 261039599

**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:** 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:** $4614246.28

**Total Liabilities:** $58117.19

**Net Assets:** $4556129.09

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000186850 | 5.05%                | 0.11%                | -5.18%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $232118.42               | $-6689.04                                  |
| Month 2  | $109429.00               | $-99274.75                                 |
| Month 3  | $0.00                    | $-247720.14                                |

### 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      | $130494.00    | 2.86%             |  |  |  | No            |                  1 | On Loan: No      |
| Apple, Inc.                                  | Apple, Inc.                                                                     | CUSIP: 037833100<br>LEI: HWUPKR0MPOU8FGXBT394 | Long             | EC               | CORP              | US        |       300 | NS      | $76137.00     | 1.67%             |  |  |  | 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    | 2.38%             |  |  |  | No            |                  1 | On Loan: No      |
| CVS Health Corp.                             | CVS Health Corp.                                                                | CUSIP: 126650100<br>LEI: 549300EJG376EN5NQE29 | Long             | EC               | CORP              | US        |       300 | NS      | $21546.00     | 0.47%             |  |  |  | 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        |       800 | NS      | $28848.00     | 0.63%             |  |  |  | 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        |      9000 | NS      | $151380.00    | 3.32%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Industrials Bull 3X ETF                                          | CUSIP: 25460E737<br>LEI: 549300DDEAR7S3PWSL31 | Long             | EC               | RF                | US        |      1000 | NS      | $73270.00     | 1.61%             |  |  |  | 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        |      1000 | NS      | $51940.00     | 1.14%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Pharmaceutical & Medical Bull 3X ETF                             | CUSIP: 25460E646<br>LEI: 549300HLYIVQQ31NJC71 | Long             | EC               | RF                | US        |      1000 | NS      | $10220.00     | 0.22%             |  |  |  | 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     | 0.38%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF | CUSIP: 25460G823<br>LEI: 549300T7PQ41I2T80K11 | Long             | EC               | RF                | US        |       750 | NS      | $15547.50     | 0.34%             |  |  |  | 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     | 0.74%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Financial Bull 3X ETF                                                  | CUSIP: 25459Y694<br>LEI: K98KMGGYJD1W0EDCBP05 | Long             | EC               | RF                | US        |      1300 | NS      | $154050.00    | 3.38%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Small Cap Bull 3X ETF                                                  | CUSIP: 25459W847<br>LEI: EI6O4TKYTT2L506TQD71 | Long             | EC               | RF                | US        |      2000 | NS      | $88260.00     | 1.94%             |  |  |  | No            |                  1 | On Loan: No      |
| Exxon Mobil Corp.                            | Exxon Mobil Corp.                                                               | CUSIP: 30231G102<br>LEI: J3WHBG0MTS7O8ZVMDC91 | Long             | EC               | CORP              | US        |       300 | NS      | $50898.00     | 1.12%             |  |  |  | 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        |   1203178 | NS      | $1203177.61   | 26.41%            |  |  |  | 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      | $2918.38      | 0.06%             |  |  |  | No            |                  1 | On Loan: No      |
| GE Vernova, Inc.                             | GE Vernova, Inc.                                                                | CUSIP: 36828A101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |        31 | NS      | $27059.90     | 0.59%             |  |  |  | No            |                  1 | On Loan: No      |
| General Electric Co.                         | General Electric Co.                                                            | CUSIP: 369604301<br>LEI: 3C7474T6CDKPR9K6YT90 | Long             | EC               | CORP              | US        |       125 | NS      | $35471.25     | 0.78%             |  |  |  | No            |                  1 | On Loan: No      |
| Himax Technologies, Inc.                     | Himax Technologies, Inc. ADR                                                    | CUSIP: 43289P106<br>LEI: 529900Z6XWS79D8T1X09 | Long             | EC               | CORP              | CN        |     50000 | NS      | $393500.00    | 8.64%             |  |  |  | No            |                  1 | On Loan: No      |
| JPMorgan Chase & Co.                         | JPMorgan Chase & Co.                                                            | CUSIP: 46625H100<br>LEI: 8I5DZWZKVSZI1NUHU748 | Long             | EC               | CORP              | US        |       200 | NS      | $58832.00     | 1.29%             |  |  |  | No            |                  1 | On Loan: No      |
| NVIDIA Corp.                                 | NVIDIA Corp.                                                                    | CUSIP: 67066G104<br>LEI: 549300S4KLFTLO7GSQ80 | Long             | EC               | CORP              | US        |      4200 | NS      | $732480.00    | 16.08%            |  |  |  | No            |                  1 | On Loan: No      |
| Plug Power, Inc.                             | Plug Power, Inc.                                                                | CUSIP: 72919P202<br>LEI: 549300JPDKRSJ8JSM954 | Long             | EC               | CORP              | US        |      4000 | NS      | $9040.00      | 0.20%             |  |  |  | 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      | $5300.50      | 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        |       500 | NS      | $56145.00     | 1.23%             |  |  |  | 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    | 7.42%             |  |  |  | No            |                  1 | On Loan: No      |
| Tapestry, Inc                                | Tapestry, Inc.                                                                  | CUSIP: 876030107<br>LEI: 549300LJNVY5SW3VTN33 | Long             | EC               | CORP              | US        |      2300 | NS      | $324553.00    | 7.12%             |  |  |  | No            |                  1 | On Loan: No      |
| Teva Pharmaceutical Industries Ltd.          | Teva Pharmaceutical Industries Ltd.                                             | CUSIP: 881624209<br>LEI: 549300BAFGM4RC74ZJ94 | Long             | EC               | CORP              | IL        |      7000 | NS      | $210840.00    | 4.63%             |  |  |  | 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      | $169198.00    | 3.71%             |  |  |  | No            |                  1 | On Loan: No      |
| The Walt Disney Co.                          | The Walt Disney Co.                                                             | CUSIP: 254687106<br>LEI: 549300GZKULIZ0WOW665 | Long             | EC               | CORP              | US        |       200 | NS      | $19276.00     | 0.42%             |  |  |  | No            |                  1 | On Loan: No      |
| United Microelectronics Corp.                | United Microelectronics Corp. ADR                                               | CUSIP: 910873405<br>LEI: 391200YJCAGH9LF96P73 | Long             | EC               | CORP              | CN        |      1300 | NS      | $11674.00     | 0.26%             |  |  |  | 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