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 Gross Profitability Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FGPC
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelGross Profitability factor (Consumer Cyclical only)
Placeholder expense ratio0.45%
Placeholder inception date2022-03-01
Number of holdings (long leg)60
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (60 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1SBUXSTARBUCKS CORPConsumer Cyclical24.36%$24,356,649HYP-SBUX
2CPNGCOUPANG INCConsumer Cyclical6.04%$6,044,036HYP-CPNG
3TPRTAPESTRY INCConsumer Cyclical5.79%$5,790,232HYP-TPR
4WSMWILLIAMS SONOMA INCConsumer Cyclical5.45%$5,448,526HYP-WSM
5RLRALPH LAUREN CORPConsumer Cyclical4.59%$4,587,219HYP-RL
6SNSHARKNINJA INCConsumer Cyclical4.43%$4,430,436HYP-SN
7ROLROLLINS INCConsumer Cyclical4.40%$4,399,987HYP-ROL
8ULTAULTA BEAUTY INCConsumer Cyclical4.18%$4,176,653HYP-ULTA
9BBYBEST BUY CO INCConsumer Cyclical3.65%$3,646,923HYP-BBY
10DECKDECKERS OUTDOOR CORPConsumer Cyclical3.00%$2,996,167HYP-DECK
11LULULULULEMON ATHLETICA INCConsumer Cyclical2.56%$2,555,577HYP-LULU
12DKNGDRAFTKINGS INCConsumer Cyclical2.51%$2,506,733HYP-DKNG
13WWAYFAIR INCConsumer Cyclical2.39%$2,388,239HYP-W
14HASHASBRO INCConsumer Cyclical2.34%$2,337,592HYP-HAS
15CARTINSTACART (MAPLEBEAR INC)Consumer Cyclical2.18%$2,181,700HYP-CART
16DPZDOMINOS PIZZA INCConsumer Cyclical2.17%$2,171,003HYP-DPZ
17LEVILEVI STRAUSS & COConsumer Cyclical1.90%$1,899,270HYP-LEVI
18DDSDILLARD'S INCConsumer Cyclical1.74%$1,743,318HYP-DDS
19CHWYCHEWY INCConsumer Cyclical1.74%$1,736,024HYP-CHWY
20ETSYETSY INCConsumer Cyclical1.62%$1,616,821HYP-ETSY
21RSIRUSH STREET INTERACTIVE INCConsumer Cyclical1.53%$1,532,119HYP-RSI
22PTRNPATTERN GROUP INCConsumer Cyclical1.01%$1,007,211HYP-PTRN
23ANFABERCROMBIE & FITCH COConsumer Cyclical0.86%$857,295HYP-ANF
24BBWIBATH & BODY WORKS INCConsumer Cyclical0.85%$852,210HYP-BBWI
25WINGWINGSTOP INCConsumer Cyclical0.79%$785,234HYP-WING
26YETIYETI HOLDINGS INCConsumer Cyclical0.78%$783,512HYP-YETI
27COLMCOLUMBIA SPORTSWEAR COConsumer Cyclical0.66%$657,887HYP-COLM
28SHOOSTEVEN MADDEN LTDConsumer Cyclical0.64%$642,895HYP-SHOO
29CARGCARGURUS INCConsumer Cyclical0.64%$639,472HYP-CARG
30PTONPELOTON INTERACTIVE INCConsumer Cyclical0.52%$517,209HYP-PTON
31BKEBUCKLE INCConsumer Cyclical0.44%$443,264HYP-BKE
32CPRICAPRI HOLDINGS LTDConsumer Cyclical0.38%$382,224HYP-CPRI
33RVLVREVOLVE GROUP INCConsumer Cyclical0.36%$360,669HYP-RVLV
34FIGSFIGS INCConsumer Cyclical0.35%$348,919HYP-FIGS
35EYENATIONAL VISION HOLDINGS INCConsumer Cyclical0.34%$336,460HYP-EYE
36SBHSALLY BEAUTY HOLDINGS INCConsumer Cyclical0.29%$287,615HYP-SBH
37BJRIBJS RESTAURANTS INCConsumer Cyclical0.29%$287,352HYP-BJRI
38WINAWINMARK CORPConsumer Cyclical0.28%$282,429HYP-WINA
39REALTHEREALREAL INCConsumer Cyclical0.27%$273,637HYP-REAL
40CBRLCRACKER BARREL OLD COUNTRY STORE INCConsumer Cyclical0.24%$242,762HYP-CBRL
41TDUPTHREDUP INCConsumer Cyclical0.17%$172,545HYP-TDUP
42KRTKARAT PACKAGING INCConsumer Cyclical0.15%$154,049HYP-KRT
43OXMOXFORD INDUSTRIES INCConsumer Cyclical0.12%$122,303HYP-OXM
44CTRNCITI TRENDS INCConsumer Cyclical0.11%$108,365HYP-CTRN
45BBWBUILD-A-BEAR WORKSHOP INCConsumer Cyclical0.09%$86,688HYP-BBW
46HVTHAVERTY FURNITURE COMPANIES INCConsumer Cyclical0.08%$83,568HYP-HVT
47GCOGENESCO INCConsumer Cyclical0.08%$83,183HYP-GCO
48CALCALERES INCConsumer Cyclical0.08%$80,630HYP-CAL
49NATHNATHANS FAMOUS INCConsumer Cyclical0.08%$79,678HYP-NATH
50BBBYBED BATH & BEYOND INCConsumer Cyclical0.08%$75,343HYP-BBBY
51LELANDS' END INCConsumer Cyclical0.07%$72,243HYP-LE
52XPOFXPONENTIAL FITNESS INCConsumer Cyclical0.07%$66,348HYP-XPOF
53DBIDESIGNER BRANDS INCConsumer Cyclical0.06%$58,832HYP-DBI
54LOVELOVESAC COConsumer Cyclical0.05%$53,990HYP-LOVE
55JILLJJILL INCConsumer Cyclical0.05%$50,303HYP-JILL
56BSETBASSETT FURNITURE INDUSTRIES INCConsumer Cyclical0.04%$37,884HYP-BSET
57AKAAKA BRANDS HOLDING CORPConsumer Cyclical0.02%$24,149HYP-AKA
58MEDMEDIFAST INCConsumer Cyclical0.02%$23,115HYP-MED
59VNCEVINCE HOLDING CORPConsumer Cyclical0.02%$16,754HYP-VNCE
60BARKBARK INCConsumer Cyclical0.02%$16,552HYP-BARK

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

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