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

Daily Holdings · Draft

Foundry Energy CompEquIss Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FCOE
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelCompEquIss factor (Energy only)
Placeholder expense ratio0.45%
Placeholder inception date2022-12-03
Number of holdings (long leg)24
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (24 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1VLOVALERO ENERGY CORPEnergy19.52%$19,517,673HYP-VLO
2MPCMARATHON PETROLEUM CORPEnergy19.37%$19,372,095HYP-MPC
3WMBWILLIAMS COMPANIES INCEnergy19.05%$19,050,328HYP-WMB
4TRGPTARGA RESOURCES CORPEnergy12.89%$12,890,382HYP-TRGP
5FTITECHNIPFMC PLCEnergy6.10%$6,099,596HYP-FTI
6WESWESTERN MIDSTREAM PARTNERS LPEnergy3.84%$3,842,624HYP-WES
7PAAPLAINS ALL AMERICAN PIPELINE LPEnergy3.57%$3,574,924HYP-PAA
8DTMDT MIDSTREAM INCEnergy3.14%$3,141,055HYP-DTM
9PBFPBF ENERGY INCEnergy1.58%$1,575,909HYP-PBF
10AROCARCHROCK INCEnergy1.38%$1,381,741HYP-AROC
11WFRDWEATHERFORD INTERNATIONAL PLCEnergy1.23%$1,232,129HYP-WFRD
12PAGPPLAINS GP HOLDINGS LPEnergy1.08%$1,075,874HYP-PAGP
13SEISOLARIS ENERGY INFRASTRUCTURE INCEnergy0.94%$941,037HYP-SEI
14INSWINTERNATIONAL SEAWAYS INCEnergy0.91%$911,721HYP-INSW
15DKDELEK US HOLDINGS INCEnergy0.82%$822,863HYP-DK
16PARRPAR PACIFIC HOLDINGS INCEnergy0.81%$811,634HYP-PARR
17TDWTIDEWATER INCEnergy0.80%$800,404HYP-TDW
18CLMTCALUMET INCEnergy0.79%$792,317HYP-CLMT
19CVICVR ENERGY INCEnergy0.75%$749,671HYP-CVI
20NGLNGL ENERGY PARTNERS LPEnergy0.40%$401,667HYP-NGL
21LPGDORIAN LPG LTDEnergy0.37%$372,628HYP-LPG
22PBTPERMIAN BASIN ROYALTY TRUSTEnergy0.28%$280,988HYP-PBT
23NPKINPK INTERNATIONAL INCEnergy0.26%$257,065HYP-NPKI
24NGSNATURAL GAS SERVICES GROUP INCEnergy0.10%$103,675HYP-NGS

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

← Back to FCOE fund page