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

Daily Holdings · Draft

Foundry Technology Gross Margin Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FGRT
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelGross Margin factor (Technology only)
Placeholder expense ratio0.45%
Placeholder inception date2019-11-07
Number of holdings (long leg)81
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (81 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1PLTRPALANTIR TECHNOLOGIES INCTechnology18.38%$18,377,431HYP-PLTR
2APPAPPLOVIN CORPTechnology8.26%$8,258,825HYP-APP
3CRMSALESFORCE INCTechnology8.10%$8,099,034HYP-CRM
4FTNTFORTINET INCTechnology6.86%$6,856,486HYP-FTNT
5NOWSERVICENOW INCTechnology6.16%$6,163,740HYP-NOW
6ADBEADOBE INCTechnology5.46%$5,461,115HYP-ADBE
7DDOGDATADOG INCTechnology5.33%$5,332,351HYP-DDOG
8CDNSCADENCE DESIGN SYSTEMS INCTechnology5.27%$5,272,491HYP-CDNS
9INTUINTUIT INCTechnology4.61%$4,610,853HYP-INTU
10ADSKAUTODESK INCTechnology2.67%$2,667,921HYP-ADSK
11FICOFAIR ISAAC CORPTechnology1.69%$1,688,218HYP-FICO
12ZMZOOM COMMUNICATIONS INCTechnology1.55%$1,547,432HYP-ZM
13OKTAOKTA INCTechnology1.50%$1,503,179HYP-OKTA
14VRSNVERISIGN INCTechnology1.46%$1,463,165HYP-VRSN
15ZSZSCALER INCTechnology1.40%$1,404,075HYP-ZS
16CPAYCORPAY INCTechnology1.38%$1,384,503HYP-CPAY
17TEAMATLASSIAN CORPTechnology1.37%$1,370,912HYP-TEAM
18FFIVF5 INCTechnology1.34%$1,336,561HYP-FFIV
19IOTSAMSARA INCTechnology1.29%$1,293,054HYP-IOT
20RBRKRUBRIK INCTechnology0.94%$941,252HYP-RBRK
21GENGEN DIGITAL INCTechnology0.93%$932,844HYP-GEN
22NTNXNUTANIX INCTechnology0.86%$862,208HYP-NTNX
23PTCPTC INCTechnology0.83%$831,876HYP-PTC
24DTDYNATRACE INCTechnology0.75%$749,583HYP-DT
25FIGFIGMA INCTechnology0.73%$732,801HYP-FIG
26HUBSHUBSPOT INCTechnology0.67%$665,136HYP-HUBS
27RMBSRAMBUS INCTechnology0.64%$635,215HYP-RMBS
28FROGJFROG LTDTechnology0.62%$620,999HYP-FROG
29DOCUDOCUSIGN INCTechnology0.58%$583,156HYP-DOCU
30BSYBENTLEY SYSTEMS INCTechnology0.57%$568,934HYP-BSY
31TTDTRADE DESK INCTechnology0.51%$506,075HYP-TTD
32CHYMCHIME FINANCIAL INCTechnology0.49%$492,692HYP-CHYM
33DBXDROPBOX INCTechnology0.41%$413,677HYP-DBX
34PAYCPAYCOM SOFTWARE INCTechnology0.41%$408,054HYP-PAYC
35PCORPROCORE TECHNOLOGIES INCTechnology0.40%$401,499HYP-PCOR
36PATHUIPATH INCTechnology0.36%$364,542HYP-PATH
37CVLTCOMMVAULT SYSTEMS INCTechnology0.35%$353,082HYP-CVLT
38QLYSQUALYS INCTechnology0.33%$325,130HYP-QLYS
39DAVEDAVE INCTechnology0.32%$324,261HYP-DAVE
40GTLBGITLAB INCTechnology0.32%$320,022HYP-GTLB
41VRNSVARONIS SYSTEMS INCTechnology0.32%$316,079HYP-VRNS
42BILLBILL HOLDINGS INCTechnology0.26%$257,864HYP-BILL
43TENBTENABLE HOLDINGS INCTechnology0.25%$254,656HYP-TENB
44LIFLIFE360 INCTechnology0.25%$252,403HYP-LIF
45BOXBOX INCTechnology0.24%$244,371HYP-BOX
46CLBTCELLEBRITE DI LTDTechnology0.22%$220,369HYP-CLBT
47WKWORKIVA INCTechnology0.19%$185,821HYP-WK
48FRSHFRESHWORKS INCTechnology0.17%$174,326HYP-FRSH
49XNDUXANADU QUANTUM TECHNOLOGIES LTDTechnology0.17%$172,687HYP-XNDU
50NTCTNETSCOUT SYSTEMS INCTechnology0.17%$170,990HYP-NTCT
51ADEAADEIA INCTechnology0.16%$162,102HYP-ADEA
52ATENA10 NETWORKS INCTechnology0.15%$149,929HYP-ATEN
53EVCMEVERCOMMERCE INCTechnology0.12%$123,373HYP-EVCM
54ASANASANA INCTechnology0.10%$102,648HYP-ASAN
55DVDOUBLEVERIFY HOLDINGS INCTechnology0.10%$101,489HYP-DV
56PRGSPROGRESS SOFTWARE CORPTechnology0.10%$96,307HYP-PRGS
57BRUNBOOST RUN INCTechnology0.09%$86,868HYP-BRUN
58AIPARTERIS INCTechnology0.08%$82,994HYP-AIP
59WLTHWEALTHFRONT CORPTechnology0.08%$80,092HYP-WLTH
60SECZSECURITIZE CORPTechnology0.06%$64,243HYP-SECZ
61CEVACEVA INCTechnology0.06%$61,255HYP-CEVA
62RDVTRED VIOLET INCTechnology0.05%$53,275HYP-RDVT
63MITKMITEK SYSTEMS INCTechnology0.05%$49,610HYP-MITK
64DJCODAILY JOURNAL CORPTechnology0.05%$47,322HYP-DJCO
65PDPAGERDUTY INCTechnology0.05%$46,002HYP-PD
66DSPVIANT TECHNOLOGY INCTechnology0.04%$43,639HYP-DSP
67IBTAIBOTTA INCTechnology0.04%$42,522HYP-IBTA
68CCSICONSENSUS CLOUD SOLUTIONS INCTechnology0.04%$39,887HYP-CCSI
69MNTNMNTN INCTechnology0.04%$38,271HYP-MNTN
70SPTSPROUT SOCIAL INCTechnology0.03%$30,002HYP-SPT
71NVECNVE CORPTechnology0.02%$24,177HYP-NVEC
72CRNCCERENCE INCTechnology0.02%$22,584HYP-CRNC
73MKTWMARKETWISE INCTechnology0.02%$18,195HYP-MKTW
74SVCOSILVACO GROUP INCTechnology0.02%$15,027HYP-SVCO
75TRAKREPOSITRAK INCTechnology0.01%$9,271HYP-TRAK
76EXODEXODUS MOVEMENT INCTechnology0.01%$8,796HYP-EXOD
77FIRYFIRY INCTechnology0.01%$7,499HYP-FIRY
78AMCIAMC ROBOTICS CORPTechnology0.01%$6,607HYP-AMCI
79AEYEAUDIOEYE INCTechnology0.00%$4,760HYP-AEYE
80BNAIBRAND ENGAGEMENT NETWORK INCTechnology0.00%$4,378HYP-BNAI
81ACFNACORN ENERGY INCTechnology0.00%$2,930HYP-ACFN

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

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