# EDGAR Filing Document

**Accession Number:** 0001058587
**File Stem:** 0001162044-26-000466
**Filing Date:** 2026-5
**Character Count:** 15602
**Document Hash:** 0d8c4401b170f2c47c93f89026173155
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001162044-26-000466.hdr.sgml**: 20260529

**ACCESSION NUMBER**: 0001162044-26-000466

**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:** 261039570

**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 Fund (Series ID: S000004906)

| Class ID   | Class Name          | Ticker Symbol   |
|:---|:---|:---|
| C000013262 | Upright Growth Fund | UPUPX           |

## 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 Fund

- **b. EDGAR series identifier (if any):** S000004906

- **c. LEI of Series:** 5493001L3JS2SRVYKZ86

**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:** $24637960.79

**Total Liabilities:** $385131.39

**Net Assets:** $24252829.40

**Cash Not Reported:** $500.00

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000013262 | 4.75%                | 0.72%                | -4.50%               |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $626698.59               | $569447.94                                 |
| Month 2  | $776395.65               | $-586611.74                                |
| Month 3  | $0.00                    | $-1124191.49                               |

### 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        |      2400 | NS      | $521976.00    | 2.15%             |  |  |  | No            |                  1 | On Loan: No      |
| Alibaba Group Holding Ltd.                   | Alibaba Group Holding Ltd. ADR                                                  | CUSIP: 01609W102<br>LEI: 5493001NTNQJDH60PM02 | Long             | EC               | CORP              | KY        |      2000 | NS      | $250920.00    | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Alphabet, Inc.                               | Alphabet, Inc. Class C                                                          | CUSIP: 02079K107<br>LEI: 5493006MHB84DD0ZWV18 | Long             | EC               | CORP              | US        |      2000 | NS      | $573720.00    | 2.37%             |  |  |  | No            |                  1 | On Loan: No      |
| Apple, Inc.                                  | Apple, Inc.                                                                     | CUSIP: 037833100<br>LEI: HWUPKR0MPOU8FGXBT394 | Long             | EC               | CORP              | US        |      5700 | NS      | $1446603.00   | 5.96%             |  |  |  | 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        |      8000 | NS      | $173440.00    | 0.72%             |  |  |  | No            |                  1 | On Loan: No      |
| Bank of America Corp.                        | Bank of America Corp.                                                           | CUSIP: 060505104<br>LEI: 9DJT3UXIJIZJI4WXO774 | Long             | EC               | CORP              | US        |      6000 | NS      | $292500.00    | 1.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Bausch Health Cos., Inc.                     | Bausch Health Cos., Inc.                                                        | CUSIP: 071734107<br>LEI: B3BS7ACMDUWISF18KY76 | Long             | EC               | CORP              | CA        |      2000 | NS      | $10800.00     | 0.04%             |  |  |  | No            |                  1 | On Loan: No      |
| Brighthouse Financial, Inc.                  | Brighthouse Financial, Inc.                                                     | CUSIP: 10922N103<br>LEI: 5493003T8SZSHOGGAW52 | Long             | EC               | CORP              | US        |      1000 | NS      | $59880.00     | 0.25%             |  |  |  | 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        |     10000 | NS      | $360600.00    | 1.49%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Aerospace & Defense Bull 3X ETF                                  | CUSIP: 25460E661<br>LEI: 549300VG68HYTVDG1738 | Long             | EC               | RF                | US        |       100 | NS      | $6310.00      | 0.03%             |  |  |  | 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        |     22000 | NS      | $370040.00    | 1.53%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Daily Industrials Bull 3X ETF                                          | CUSIP: 25460E737<br>LEI: 549300DDEAR7S3PWSL31 | Long             | EC               | RF                | US        |      3000 | NS      | $219810.00    | 0.91%             |  |  |  | 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        |      3000 | NS      | $155820.00    | 0.64%             |  |  |  | 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        |      4000 | NS      | $40880.00     | 0.17%             |  |  |  | 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        |      5000 | NS      | $42950.00     | 0.18%             |  |  |  | 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        |      4000 | NS      | $82920.00     | 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        |      3100 | NS      | $148521.00    | 0.61%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Financial Bull 3X ETF                                                  | CUSIP: 25459Y694<br>LEI: K98KMGGYJD1W0EDCBP05 | Long             | EC               | RF                | US        |      2000 | NS      | $237000.00    | 0.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Direxion Shares ETF Trust                    | Direxion Small Cap Bull 3X ETF                                                  | CUSIP: 25459W847<br>LEI: EI6O4TKYTT2L506TQD71 | Long             | EC               | RF                | US        |      1500 | NS      | $66195.00     | 0.27%             |  |  |  | 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        |   2000000 | NS      | $2000000.00   | 8.25%             |  |  |  | No            |                  1 | On Loan: No      |
| Himax Technologies, Inc.                     | Himax Technologies, Inc. ADR                                                    | CUSIP: 43289P106<br>LEI: 529900Z6XWS79D8T1X09 | Long             | EC               | CORP              | CN        |    671261 | NS      | $5282824.07   | 21.78%            |  |  |  | No            |                  1 | On Loan: No      |
| MetLife, Inc.                                | MetLife, Inc.                                                                   | CUSIP: 59156R108<br>LEI: C4BXATY60WC6XEOZDX54 | Long             | EC               | CORP              | US        |      2500 | NS      | $176800.00    | 0.73%             |  |  |  | No            |                  1 | On Loan: No      |
| Meta Platforms, Inc.                         | Meta Platforms, Inc. Class A                                                    | CUSIP: 30303M102<br>LEI: BQ4BKCS1HXDV9HN80Z93 | Long             | EC               | CORP              | US        |       300 | NS      | $171639.00    | 0.71%             |  |  |  | No            |                  1 | On Loan: No      |
| Morgan Stanley Institutional Liquidity Funds | Morgan Stanley Institutional Liquidity Fund Government Portfolio                | CUSIP: 61747C608<br>LEI: N/A                  | Long             | STIV             | RF                | US        |   2989751 | NS      | $2989750.61   | 12.33%            |  |  |  | No            |                  1 | On Loan: No      |
| PDD Holdings, Inc.                           | PDD Holdings, Inc.                                                              | CUSIP: 722304102<br>LEI: 5493000573DS7005T657 | Long             | EC               | CORP              | KY        |      2000 | NS      | $204360.00    | 0.84%             |  |  |  | No            |                  1 | On Loan: No      |
| Plug Power, Inc.                             | Plug Power, Inc.                                                                | CUSIP: 72919P202<br>LEI: 549300JPDKRSJ8JSM954 | Long             | EC               | CORP              | US        |     72500 | NS      | $163850.00    | 0.68%             |  |  |  | No            |                  1 | On Loan: No      |
| Silicon Motion Technology Corp.              | Silicon Motion Technology Corp. ADR                                             | CUSIP: 82706C108<br>LEI: 5299005RBVBZQJTYFC89 | Long             | EC               | CORP              | CN        |      3000 | NS      | $336870.00    | 1.39%             |  |  |  | No            |                  1 | On Loan: No      |
| Taiwan Semiconductor Manufacturing Co., Ltd. | Taiwan Semiconductor Manufacturing Co., Ltd.                                    | CUSIP: 874039100<br>LEI: 549300KB6NK5SBD14S87 | Long             | EC               | CORP              | CN        |     17000 | NS      | $5745150.00   | 23.69%            |  |  |  | No            |                  1 | On Loan: No      |
| Teva Pharmaceutical Industries Ltd.          | Teva Pharmaceutical Industries Ltd.                                             | CUSIP: 881624209<br>LEI: 549300BAFGM4RC74ZJ94 | Long             | EC               | CORP              | IL        |     66102 | NS      | $1990992.24   | 8.21%             |  |  |  | No            |                  1 | On Loan: No      |
| The Mosaic Co.                               | The Mosaic Co.                                                                  | CUSIP: 61945C103<br>LEI: 2YD5STGSJNMUB7H76907 | Long             | EC               | CORP              | US        |      1200 | NS      | $30600.00     | 0.13%             |  |  |  | No            |                  1 | On Loan: No      |
| United Microelectronics Corp.                | United Microelectronics Corp. ADR                                               | CUSIP: 910873405<br>LEI: 391200YJCAGH9LF96P73 | Long             | EC               | CORP              | CN        |      2500 | NS      | $22450.00     | 0.09%             |  |  |  | No            |                  1 | On Loan: No      |
| iShares Trust                                | iShares 20+ Year Treasury Bond ETF                                              | CUSIP: 464287432<br>LEI: 549300WWURKS1JGBZU59 | Long             | EC               | RF                | US        |      5000 | NS      | $433450.00    | 1.79%             |  |  |  | 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