ETF Foundry
DRAFT — HYPOTHETICAL MODEL PORTFOLIO — NOT A REGISTERED FUND, NOT AN OFFER TO SELL SECURITIES, NOT INVESTMENT ADVICE.

Daily Holdings · Draft

Foundry Technology Earnings Quality (Accruals) Factor ETF

FACT · ETF Foundry Research (hypothetical) · Generated 2026-09-12 · Holdings as of July 2026

Fund

ItemValue
Ticker (pseudo)FACT
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelEarnings Quality (Accruals) factor (Technology only)
Placeholder expense ratio0.45%
Placeholder inception date2022-08-15
Number of holdings (long leg)79
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (79 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1CRMSALESFORCE INCTechnology18.37%$18,365,289HYP-CRM
2NOWSERVICENOW INCTechnology13.98%$13,976,836HYP-NOW
3SNOWSNOWFLAKE INCTechnology12.24%$12,238,313HYP-SNOW
4CIENCIENA CORPTechnology6.96%$6,959,346HYP-CIEN
5CRWVCOREWEAVE INCTechnology5.24%$5,244,734HYP-CRWV
6WDAYWORKDAY INCTechnology4.70%$4,695,787HYP-WDAY
7VRSNVERISIGN INCTechnology3.32%$3,317,858HYP-VRSN
8MDBMONGODB INCTechnology3.30%$3,298,713HYP-MDB
9CPAYCORPAY INCTechnology3.14%$3,139,484HYP-CPAY
10ONTOONTO INNOVATION INCTechnology1.83%$1,827,946HYP-ONTO
11UUNITY SOFTWARE INCTechnology1.66%$1,661,759HYP-U
12AURAURORA INNOVATION INCTechnology1.56%$1,560,623HYP-AUR
13HUBSHUBSPOT INCTechnology1.51%$1,508,256HYP-HUBS
14VSATVIASAT INCTechnology1.28%$1,281,849HYP-VSAT
15ALGMALLEGRO MICROSYSTEMS INCTechnology1.14%$1,136,579HYP-ALGM
16ESEESCO TECHNOLOGIES INCTechnology1.08%$1,083,582HYP-ESE
17DBXDROPBOX INCTechnology0.94%$938,049HYP-DBX
18PCORPROCORE TECHNOLOGIES INCTechnology0.91%$910,434HYP-PCOR
19CORZCORE SCIENTIFIC INCTechnology0.87%$874,074HYP-CORZ
20PATHUIPATH INCTechnology0.83%$826,631HYP-PATH
21LYFTLYFT INCTechnology0.77%$773,779HYP-LYFT
22ENPHENPHASE ENERGY INCTechnology0.72%$719,442HYP-ENPH
23PEGAPEGASYSTEMS INCTechnology0.71%$708,018HYP-PEGA
24KLICKULICKE & SOFFA INDUSTRIES INCTechnology0.67%$668,086HYP-KLIC
25IPGPIPG PHOTONICS CORPTechnology0.58%$581,460HYP-IPGP
26EXLSEXLSERVICE HOLDINGS INCTechnology0.56%$564,954HYP-EXLS
27PIIMPINJ INCTechnology0.55%$553,425HYP-PI
28ACLSAXCELIS TECHNOLOGIES INCTechnology0.55%$550,549HYP-ACLS
29POWIPOWER INTEGRATIONS INCTechnology0.52%$515,463HYP-POWI
30CLBTCELLEBRITE DI LTDTechnology0.50%$499,705HYP-CLBT
31OLEDUNIVERSAL DISPLAY CORPTechnology0.49%$492,221HYP-OLED
32RNGRINGCENTRAL INCTechnology0.45%$454,994HYP-RNG
33QTWOQ2 HOLDINGS INCTechnology0.45%$450,963HYP-QTWO
34SEDGSOLAREDGE TECHNOLOGIES INCTechnology0.43%$427,011HYP-SEDG
35FSLYFASTLY INCTechnology0.43%$425,803HYP-FSLY
36FRSHFRESHWORKS INCTechnology0.40%$395,300HYP-FRSH
37BRZEBRAZE INCTechnology0.39%$391,925HYP-BRZE
38ADEAADEIA INCTechnology0.37%$367,580HYP-ADEA
39VISNVISTANCE NETWORKS INCTechnology0.36%$359,294HYP-VISN
40NVTSNAVITAS SEMICONDUCTOR CORPTechnology0.35%$351,704HYP-NVTS
41KDKYNDRYL HOLDINGS INCTechnology0.35%$350,864HYP-KD
42RUMRUMBLE INCTechnology0.33%$329,683HYP-RUM
43DGIIDIGI INTERNATIONAL INCTechnology0.32%$316,447HYP-DGII
44INTAINTAPP INCTechnology0.29%$294,663HYP-INTA
45FLYWFLYWIRE CORPTechnology0.29%$293,822HYP-FLYW
46VERXVERTEX INCTechnology0.27%$271,985HYP-VERX
47INODINNODATA INCTechnology0.26%$260,758HYP-INOD
48APPNAPPIAN CORPTechnology0.25%$251,698HYP-APPN
49MQMARQETA INCTechnology0.24%$243,464HYP-MQ
50BLBLACKLINE INCTechnology0.23%$233,314HYP-BL
51ASANASANA INCTechnology0.23%$232,763HYP-ASAN
52BRUNBOOST RUN INCTechnology0.20%$196,980HYP-BRUN
53AIPARTERIS INCTechnology0.19%$188,195HYP-AIP
54AIC3AI INCTechnology0.18%$180,041HYP-AI
55CXMSPRINKLR INCTechnology0.18%$179,319HYP-CXM
56ADTNADTRAN HOLDINGS INCTechnology0.12%$123,905HYP-ADTN
57MITKMITEK SYSTEMS INCTechnology0.11%$112,494HYP-MITK
58BLZEBACKBLAZE INCTechnology0.10%$104,156HYP-BLZE
59IBTAIBOTTA INCTechnology0.10%$96,422HYP-IBTA
60PUBMPUBMATIC INCTechnology0.08%$77,631HYP-PUBM
61ALITALIGHT INCTechnology0.08%$76,686HYP-ALIT
62PAYSPAYSIGN INCTechnology0.06%$62,767HYP-PAYS
63IBEXIBEX LTDTechnology0.06%$62,215HYP-IBEX
64VELOVELO3D INCTechnology0.04%$41,442HYP-VELO
65BKTIBK TECHNOLOGIES CORPTechnology0.04%$40,326HYP-BKTI
66OPTXSYNTEC OPTICS HOLDINGS INCTechnology0.04%$39,617HYP-OPTX
67ALMUAELUMA INCTechnology0.04%$35,100HYP-ALMU
68SVCOSILVACO GROUP INCTechnology0.03%$34,075HYP-SVCO
69QUIKQUICKLOGIC CORPTechnology0.03%$31,108HYP-QUIK
70KVHIKVH INDUSTRIES INCTechnology0.02%$23,347HYP-KVHI
71DMRCDIGIMARC CORPTechnology0.02%$17,491HYP-DMRC
72INSGINSEEGO CORPTechnology0.02%$16,007HYP-INSG
73WYYWIDEPOINT CORPTechnology0.02%$15,140HYP-WYY
74TCXTUCOWS INCTechnology0.01%$14,956HYP-TCX
75SSTISOUNDTHINKING INCTechnology0.01%$14,615HYP-SSTI
76TRTTRIO-TECH INTERNATIONALTechnology0.01%$13,473HYP-TRT
77AEYEAUDIOEYE INCTechnology0.01%$10,794HYP-AEYE
78STEMSTEM INCTechnology0.01%$7,367HYP-STEM
79TACTTRANSACT TECHNOLOGIES INCTechnology0.01%$7,051HYP-TACT

DRAFT — HYPOTHETICAL MODEL PORTFOLIO — NOT A REGISTERED FUND, NOT AN OFFER TO SELL SECURITIES, NOT INVESTMENT ADVICE.

← Back to FACT fund page