UPUPX holdings — Upright Growth Fund
Upright Growth Fund (UPUPX) held 31 positions with net assets of $33.3M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 92.2% of the fund, led by HIMX, TSM, Morgan Stanley Institutional Liquidity Funds.
UPUPX top holdings
- HIMX Himax Technologies, Inc. — 30.90% ($10.3M)
- TSM Taiwan Semiconductor Manufacturing Co., Ltd. — 24.36% ($8.12M)
- Morgan Stanley Institutional Liquidity Funds — 12.53% ($4.17M)
- Teva Pharmaceutical Industries Ltd. — 6.72% ($2.24M)
- Fidelity Institutional Cash Portfolios — 6.00% ($2.00M)
- AAPL Apple, Inc. — 4.95% ($1.65M)
- GOOG Alphabet, Inc. — 2.12% ($707K)
- ABBV AbbVie, Inc. — 1.81% ($604K)
- WEBL Direxion Shares ETF Trust — 1.52% ($506K)
- TLT iShares Trust — 1.30% ($432K)
- TMF Direxion Shares ETF Trust — 1.07% ($356K)
- BAC Bank of America Corp. — 1.03% ($342K)
- FAS Direxion Shares ETF Trust — 0.88% ($294K)
- SIMO Silicon Motion Technology Corp. — 0.70% ($233K)
- MET MetLife, Inc. — 0.63% ($212K)
- PLUG Plug Power, Inc. — 0.59% ($196K)
- BABA Alibaba Group Holding Ltd. — 0.58% ($192K)
- META Meta Platforms, Inc. — 0.51% ($169K)
- DUSL Direxion Shares ETF Trust — 0.47% ($158K)
- PDD PDD Holdings, Inc. — 0.46% ($153K)
- TNA Direxion Shares ETF Trust — 0.34% ($113K)
- MIDU Direxion Shares ETF Trust — 0.34% ($112K)
- UBOT Direxion Shares ETF Trust — 0.31% ($104K)
- PILL Direxion Shares ETF Trust — 0.22% ($72.2K)
- UMC United Microelectronics Corp. — 0.20% ($68.0K)
What are UPUPX's top 10 holdings?
HIMX (30.9%), TSM (24.4%), Morgan Stanley Institutional Liquidity Funds (12.5%), Teva Pharmaceutical Industries Ltd. (6.7%), Fidelity Institutional Cash Portfolios (6.0%), AAPL (5.0%), GOOG (2.1%), ABBV (1.8%), WEBL (1.5%), TLT (1.3%).
How many stocks are in UPUPX?
Upright Growth Fund reported 31 holdings as of June 30, 2026.