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

Daily Holdings · Draft

Foundry Energy Inventory Discipline Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FCHE
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelInventory Discipline factor (Energy only)
Placeholder expense ratio0.45%
Placeholder inception date2020-06-03
Number of holdings (long leg)26
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (26 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1BKRBAKER HUGHES COEnergy23.22%$23,221,971HYP-BKR
2OXYOCCIDENTAL PETROLEUM CORPEnergy22.83%$22,828,497HYP-OXY
3CQPCHENIERE ENERGY PARTNERS LPEnergy12.63%$12,632,722HYP-CQP
4HALHALLIBURTON COEnergy12.31%$12,309,491HYP-HAL
5NFGNATIONAL FUEL GAS COEnergy3.22%$3,218,164HYP-NFG
6NOVNOV INCEnergy2.93%$2,930,871HYP-NOV
7WFRDWEATHERFORD INTERNATIONAL PLCEnergy2.43%$2,428,370HYP-WFRD
8RIGTRANSOCEAN LTDEnergy2.40%$2,400,800HYP-RIG
9MURMURPHY OIL CORPEnergy2.21%$2,208,811HYP-MUR
10IEPICAHN ENTERPRISES LPEnergy2.11%$2,105,935HYP-IEP
11CNXCNX RESOURCES CORPEnergy1.97%$1,969,840HYP-CNX
12OIIOCEANEERING INTERNATIONAL INCEnergy1.76%$1,764,338HYP-OII
13LBRTLIBERTY ENERGY INCEnergy1.63%$1,627,657HYP-LBRT
14PTENPATTERSON UTI ENERGY INCEnergy1.59%$1,591,385HYP-PTEN
15CLMTCALUMET INCEnergy1.56%$1,561,555HYP-CLMT
16NGLNGL ENERGY PARTNERS LPEnergy0.79%$791,634HYP-NGL
17GELGENESIS ENERGY LPEnergy0.75%$750,090HYP-GEL
18INVXINNOVEX INTERNATIONAL INCEnergy0.74%$741,598HYP-INVX
19PUMPPROPETRO HOLDING CORPEnergy0.67%$666,877HYP-PUMP
20NBRNABORS INDUSTRIES LTDEnergy0.52%$519,277HYP-NBR
21NPKINPK INTERNATIONAL INCEnergy0.51%$506,643HYP-NPKI
22HPKHIGHPEAK ENERGY INCEnergy0.39%$389,332HYP-HPK
23FETFORUM ENERGY TECHNOLOGIES INCEnergy0.25%$248,008HYP-FET
24CLBCORE LABORATORIES INCEnergy0.22%$218,681HYP-CLB
25OISOIL STATES INTERNATIONAL INCEnergy0.21%$212,279HYP-OIS
26RNGRRANGER ENERGY SERVICES INCEnergy0.16%$155,172HYP-RNGR

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

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