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

Daily Holdings · Draft

Foundry Consumer Cyclical Book Leverage Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FBOC
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelBook Leverage factor (Consumer Cyclical only)
Placeholder expense ratio0.45%
Placeholder inception date2022-11-23
Number of holdings (long leg)55
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (55 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1TSLATESLA INCConsumer Cyclical84.96%$84,957,185HYP-TSLA
2DHIHORTON D R INCConsumer Cyclical2.52%$2,516,291HYP-DHI
3PHMPULTEGROUP INCConsumer Cyclical1.43%$1,426,506HYP-PHM
4LENLENNAR CORPConsumer Cyclical1.20%$1,200,334HYP-LEN
5NVRNVR INCConsumer Cyclical1.04%$1,040,545HYP-NVR
6DECKDECKERS OUTDOOR CORPConsumer Cyclical0.88%$878,445HYP-DECK
7TOLTOLL BROTHERS INCConsumer Cyclical0.84%$837,004HYP-TOL
8NYTNEW YORK TIMES COConsumer Cyclical0.73%$730,000HYP-NYT
9CARTINSTACART (MAPLEBEAR INC)Consumer Cyclical0.64%$639,651HYP-CART
10MBLYMOBILEYE GLOBAL INCConsumer Cyclical0.46%$461,211HYP-MBLY
11MHKMOHAWK INDUSTRIES INCConsumer Cyclical0.40%$403,679HYP-MHK
12TMHCTAYLOR MORRISON HOME CORPConsumer Cyclical0.40%$400,270HYP-TMHC
13GNTXGENTEX CORPConsumer Cyclical0.31%$307,997HYP-GNTX
14PTRNPATTERN GROUP INCConsumer Cyclical0.30%$295,304HYP-PTRN
15MTHMERITAGE HOMES CORPConsumer Cyclical0.29%$293,854HYP-MTH
16SKYCHAMPION HOMES INCConsumer Cyclical0.27%$269,644HYP-SKY
17CVCOCAVCO INDUSTRIES INCConsumer Cyclical0.26%$258,424HYP-CVCO
18DORMDORMAN PRODUCTS INCConsumer Cyclical0.25%$251,991HYP-DORM
19THOTHOR INDUSTRIES INCConsumer Cyclical0.24%$235,830HYP-THO
20MHOM/I HOMES INCConsumer Cyclical0.23%$227,282HYP-MHO
21QSQUANTUMSCAPE CORPConsumer Cyclical0.21%$214,114HYP-QS
22CALYCALLAWAY GOLF COConsumer Cyclical0.21%$206,921HYP-CALY
23PPLIPEOPLE INCCommunication Services0.20%$196,729HYP-PPLI
24COLMCOLUMBIA SPORTSWEAR COConsumer Cyclical0.19%$192,886HYP-COLM
25GRBKGREEN BRICK PARTNERS INCConsumer Cyclical0.19%$186,441HYP-GRBK
26OSWONESPAWORLD HOLDINGS LTDConsumer Cyclical0.16%$159,243HYP-OSW
27MCRIMONARCH CASINO & RESORT INCConsumer Cyclical0.13%$129,705HYP-MCRI
28SINDSYNTHETIC INDUSTRIES INCConsumer Cyclical0.12%$120,576HYP-SIND
29RVLVREVOLVE GROUP INCConsumer Cyclical0.11%$105,744HYP-RVLV
30FIGSFIGS INCConsumer Cyclical0.10%$102,299HYP-FIGS
31GIIIG III APPAREL GROUP LTDConsumer Cyclical0.09%$88,763HYP-GIII
32TRSTRIMAS CORPConsumer Cyclical0.09%$86,571HYP-TRS
33XPELXPEL INCConsumer Cyclical0.07%$70,801HYP-XPEL
34WGOWINNEBAGO INDUSTRIES INCConsumer Cyclical0.05%$51,551HYP-WGO
35MOVMOVADO GROUP INCConsumer Cyclical0.05%$51,028HYP-MOV
36CNNECANNAE HOLDINGS INCConsumer Cyclical0.04%$39,018HYP-CNNE
37LEGHLEGACY HOUSING CORPConsumer Cyclical0.04%$37,842HYP-LEGH
38ETDETHAN ALLEN INTERIORS INCConsumer Cyclical0.03%$34,432HYP-ETD
39MLRMILLER INDUSTRIES INCConsumer Cyclical0.03%$33,601HYP-MLR
40ELAENVELA CORPConsumer Cyclical0.03%$32,478HYP-ELA
41XMAXXMAX INCConsumer Cyclical0.03%$32,152HYP-XMAX
42JOUTJOHNSON OUTDOORS INCConsumer Cyclical0.03%$28,778HYP-JOUT
43MCFTMASTERCRAFT BOAT HOLDINGS INCConsumer Cyclical0.02%$24,157HYP-MCFT
44FLXSFLEXSTEEL INDUSTRIES INCConsumer Cyclical0.02%$23,212HYP-FLXS
45WEYSWEYCO GROUP INCConsumer Cyclical0.02%$22,197HYP-WEYS
46STRTSTRATTEC SECURITY CORPConsumer Cyclical0.02%$20,444HYP-STRT
47JAKKJAKKS PACIFIC INCConsumer Cyclical0.02%$16,471HYP-JAKK
48ESCAESCALADE INCConsumer Cyclical0.02%$15,776HYP-ESCA
49HOFTHOOKER FURNISHINGS CORPConsumer Cyclical0.01%$9,011HYP-HOFT
50UFIUNIFI INCConsumer Cyclical0.01%$6,979HYP-UFI
51MEDMEDIFAST INCConsumer Cyclical0.01%$6,777HYP-MED
52LAKELAKELAND INDUSTRIES INCConsumer Cyclical0.01%$6,700HYP-LAKE
53VIRCVIRCO MFG CORPORATIONConsumer Cyclical0.01%$5,767HYP-VIRC
54CPHCCANTERBURY PARK HOLDING CORPConsumer Cyclical0.00%$4,859HYP-CPHC
55ROLRHIGH ROLLER TECHNOLOGIES INCConsumer Cyclical0.00%$4,532HYP-ROLR

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

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