UPUPX Mutual Fund

UPUPX Mutual Fund

NAV$15.84
See how much of UPUPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing top 31 of 31 holdings · as of Jun 30, 2026
UPUPX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
HIMX
Himax Technologies Inc -sp AdrInfo Tech · Semiconductors
30.90%		30.9%671,261$10.30MInfo TechSemiconductors
2
TSM
Taiwan Semiconductor Manufacturing Co LtdInfo Tech · Semiconductors
24.36%		55.3%17,000$8.12MInfo TechSemiconductors
Sector and industry · Pro
3—Morgan Stanley Institutional Liquidity Fundsmorgan Stanley Institutional Liquidity Fund Government Portfolio
12.53%		67.8%4,173,877$4.17M
4—Teva Pharmaceutical Industries Limited (Adr)
6.72%		74.5%66,102$2.24M
5DebtFidelity Institutional Money Market - Treasury Portfolio - Class Iii
6.00%		80.5%2,000,000$2.00M
6
AAPL
Apple, Inc
4.95%		85.5%5,700$1.65M
7
GOOG
Alphabet Inc. C
2.12%		87.6%2,000$706.7K
8
ABBV
AbbVie Inc.
1.81%		89.4%2,400$603.9K
9
WEBL
Direxion Daily Dow Jones Internet Bull 3X Shares
1.52%		90.9%22,000$505.6K
10DebtIshares 20+ Year Treasury Bond ETF
1.30%		92.2%5,000$432.1K
11
TMF
Direxion Shs Etf Tr Daily 20+ Year T
1.07%		93.3%10,000$355.5K
12—Bank of America Corp.:
1.03%		94.3%6,000$341.9K
13
FAS
Direxion Daily Fin Bull 3x Mutual Fund
0.88%		95.2%2,000$294.4K
14
SIMO
Silicon Motion Technology Corp., ADR
0.70%		95.9%700$233.3K
15
MET
Metlife Inc.
0.63%		96.5%2,500$211.5K
16
PLUG
Plug Power Inc
0.59%		97.1%72,500$196.5K
17—Alibaba Group Holding Limited Sponsored Adr (1 Ads : 0.125 Ordinary)
0.58%		97.7%2,000$192.0K
18
META
Meta Platforms Inc
0.51%		98.2%300$169.0K
19
DUSL
Direxion Daily Industrials Bull 3X Shares
0.47%		98.7%1,500$157.6K
20—Pdd Holdings Inc.
0.46%		99.1%2,000$152.6K
21
MIDU
Direxion Daily Mid Cap Bull 3X Shares
0.34%		99.5%1,500$112.3K
22
TNA
Direxion Dly Sm Cap Bull 3x Mutual Fund
0.34%		99.8%1,500$112.7K
23
UBOT
Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X Shares
0.31%		100.1%4,000$103.9K
24
PILL
Direxion Daily Pharmaceutical & Medical Bull 3X Shares
0.22%		100.3%4,000$72.2K
25
UMC
United Microelectronics Corp
0.20%		100.5%2,500$68.0K
26
BHF
Brighthouse Financial Inc
0.19%		100.7%1,000$63.3K
27
DRN
Direxion Daily Real Estate Bull 3X Shares
0.16%		100.9%5,000$52.7K
28
MOS
Mosaic Co.
0.08%		101.0%1,200$25.4K
29—Ase Technology Holding Co., Ltd. American Depositary Shares (Each Representing Two Common Shares)
0.05%		101.0%400$18.0K
30—Bausch Health Companies Inc
0.03%		101.0%2,000$9.9K
31
DFEN
Direxion Daily Aerospace & Defense Bull 3X Shares
0.02%		101.1%100$8.0K
Not reported for this fund: share changes.
FundXLS Pro
See every sector, industry and share-change value
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

UPUPX Mutual Fund All Holdings

UPUPX holdings total 32 positions. The top 10 holdings account for 92.2% of the fund, led by Himax Technologies Inc -sp Adr at 30.9%, Taiwan Semiconductor Manufacturing Co Ltd at 24.4%, Morgan Stanley Institutional Liquidity Fundsmorgan Stanley Institutional Liquidity Fund Government Portfolio at 12.5%.

UPUPX portfolio concentration is relatively high, with the top 10 representing 92.2% of total assets. The largest sector exposure is Information Technology at 61.2%.

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