UPDDX Mutual Fund

NAV$31.87

AUM$6M

TER2.53%

Holdings31

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UPDDX Mutual Fund

NAV$31.87

Upright Growth & Income Fund

AUM$6M

TER2.53%

Holdings31

See how much of UPDDX you already own

Just $25 once·$69/mo·Download sample

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Showing top 31 of 31 holdings · as of Mar 31, 2026

UPDDX holdings, by weight
#	Ticker	Name	Weight	Cumulative	Shares	Mkt value	Sector	Industry
1	Debt	Fidelity Institutional Money Market - Treasury Portfolio - Class Iii	26.41%	26.4%	1,203,177	$1.20M	-	-
2	NVDA	Nvidia Corp.Info Tech · Semiconductors	16.08%	42.5%	4,200	$732.5K	Info Tech	Semiconductors
Sector and industry · Pro
3	HIMX	Himax Technologies Inc -sp Adr	8.64%	51.1%	50,000	$393.5K
4	—	Taiwan Semiconductor - Adr	7.42%	58.5%	1,000	$337.9K
5	TPR	Tapestry Inc.	7.12%	65.7%	2,300	$324.6K
6	—	Teva Pharmaceutical Industries Limited (Adr)	4.63%	70.3%	7,000	$210.8K
7	—	Goldman Sachs & Co	3.71%	74.0%	200	$169.2K
8	FAS	Direxion Daily Fin Bull 3x Mutual Fund	3.38%	77.4%	1,300	$154.1K
9	WEBL	Direxion Daily Dow Jones Internet Bull 3X Shares	3.32%	80.7%	9,000	$151.4K
10	ABBV	AbbVie Inc.	2.86%	83.6%	600	$130.5K
11	—	Ase Technology Holding Co., Ltd. American Depositary Shares (Each Representing Two Common Shares)	2.38%	85.9%	5,000	$108.4K
12	TNA	Direxion Dly Sm Cap Bull 3x Mutual Fund	1.94%	87.9%	2,000	$88.3K
13	AAPL	Apple, Inc	1.67%	89.6%	300	$76.1K
14	DUSL	Direxion Daily Industrials Bull 3X Shares	1.61%	91.2%	1,000	$73.3K
15	JPM	JPMorgan Chase	1.29%	92.5%	200	$58.8K
16	SIMO	Silicon Motion Technology Corp	1.23%	93.7%	500	$56.1K
17	MIDU	Direxion Daily Mid Cap Bull 3X Shares	1.14%	94.8%	1,000	$51.9K
18	XOM	Exxon Mobil Corp.	1.12%	95.9%	300	$50.9K
19	—	General Electric Co.	0.78%	96.7%	125	$35.5K
20	SOXL	Direxion Daily Semiconductor Bull 3X Shares	0.74%	97.5%	700	$33.5K
21	TMF	Direxion Shs Etf Tr Daily 20+ Year T	0.63%	98.1%	800	$28.8K
22	GEV	GE Vernova Inc. CDR (CAD Hedged)	0.59%	98.7%	31	$27.1K
23	CVS	Cvs Health Corp.	0.47%	99.2%	300	$21.5K
24	DIS	Walt Disney Co	0.42%	99.6%	200	$19.3K
25	DRN	Direxion Daily Real Estate Bull 3X Shares	0.38%	100.0%	2,000	$17.2K
26	UBOT	Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares	0.34%	100.3%	750	$15.5K
27	UMC	United Microelectronics Corp	0.26%	100.6%	1,300	$11.7K
28	PILL	Piedmont Lithium Ltd	0.22%	100.8%	1,000	$10.2K
29	PLUG	Plug Power Inc	0.20%	101.0%	4,000	$9.0K
30	NOBL	Proshares S&p 500 Dividend Aristocrats ETF	0.12%	101.1%	50	$5.3K
31	GEHC	Ge Healthcare Technologies Inc	0.06%	101.2%	41	$2.9K

Not reported for this fund: share changes.

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UPDDX Mutual Fund All Holdings

UPDDX holdings total 31 positions. The top 10 holdings account for 83.6% of the fund, led by Fidelity Institutional Money Market - Treasury Portfolio - Class Iii at 26.4%, Nvidia Corp. at 16.1%, Himax Technologies Inc -sp Adr at 8.6%.

UPDDX portfolio concentration is relatively high, with the top 10 representing 83.6% of total assets. The largest sector exposure is Information Technology at 37.7%.

UPDDX sectors provide a detailed breakdown. UPDDX overlap shows how holdings compare to other funds in your portfolio.