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 IntMom Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FINC
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelIntMom factor (Consumer Cyclical only)
Placeholder expense ratio0.45%
Placeholder inception date2022-01-20
Number of holdings (long leg)61
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (61 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1TSLATESLA INCConsumer Cyclical72.43%$72,430,323HYP-TSLA
2TJXTJX COMPANIES INCConsumer Cyclical8.64%$8,640,646HYP-TJX
3ROSTROSS STORES INCConsumer Cyclical3.79%$3,792,326HYP-ROST
4GMGENERAL MOTORS COConsumer Cyclical3.47%$3,473,306HYP-GM
5LVSLAS VEGAS SANDS CORPConsumer Cyclical1.52%$1,522,063HYP-LVS
6RIVNRIVIAN AUTOMOTIVE INCConsumer Cyclical1.11%$1,114,086HYP-RIVN
7SGISOMNIGROUP INTERNATIONAL INCConsumer Cyclical0.77%$774,679HYP-SGI
8BWABORGWARNER INCConsumer Cyclical0.65%$648,553HYP-BWA
9NYTNEW YORK TIMES COConsumer Cyclical0.62%$622,362HYP-NYT
10WWAYFAIR INCConsumer Cyclical0.60%$596,962HYP-W
11FIVEFIVE BELOW INCConsumer Cyclical0.57%$567,383HYP-FIVE
12DDSDILLARD'S INCConsumer Cyclical0.44%$435,758HYP-DDS
13GAPGAP INCConsumer Cyclical0.37%$370,960HYP-GAP
14VFCV F CORPConsumer Cyclical0.34%$336,860HYP-VFC
15VSXYVICTORIA'S SECRET & COConsumer Cyclical0.33%$327,867HYP-VSXY
16MMACY'S INCConsumer Cyclical0.32%$315,414HYP-M
17IBPINSTALLED BUILDING PRODUCTS INCConsumer Cyclical0.31%$311,936HYP-IBP
18GTXGARRETT MOTION INCConsumer Cyclical0.30%$301,149HYP-GTX
19BCBRUNSWICK CORPConsumer Cyclical0.26%$264,700HYP-BC
20SKYCHAMPION HOMES INCConsumer Cyclical0.23%$229,885HYP-SKY
21CVCOCAVCO INDUSTRIES INCConsumer Cyclical0.22%$220,320HYP-CVCO
22ANFABERCROMBIE & FITCH COConsumer Cyclical0.21%$214,289HYP-ANF
23MSGEMADISON SQUARE GARDEN ENTERTAINMENT CORPConsumer Cyclical0.18%$180,259HYP-MSGE
24CALYCALLAWAY GOLF COConsumer Cyclical0.18%$176,411HYP-CALY
25SHOOSTEVEN MADDEN LTDConsumer Cyclical0.16%$160,697HYP-SHOO
26PHINPHINIA INCConsumer Cyclical0.15%$150,235HYP-PHIN
27DANDANA INCConsumer Cyclical0.15%$145,572HYP-DAN
28AEOAMERICAN EAGLE OUTFITTERS INCConsumer Cyclical0.14%$144,513HYP-AEO
29LCIILCI INDUSTRIESConsumer Cyclical0.13%$133,023HYP-LCII
30KSSKOHLS CORPConsumer Cyclical0.10%$99,343HYP-KSS
31CPRICAPRI HOLDINGS LTDConsumer Cyclical0.10%$95,540HYP-CPRI
32RVLVREVOLVE GROUP INCConsumer Cyclical0.09%$90,152HYP-RVLV
33FIGSFIGS INCConsumer Cyclical0.09%$87,215HYP-FIGS
34SBHSALLY BEAUTY HOLDINGS INCConsumer Cyclical0.07%$71,892HYP-SBH
35CRICARTERS INCConsumer Cyclical0.07%$71,097HYP-CRI
36REALTHEREALREAL INCConsumer Cyclical0.07%$68,398HYP-REAL
37DCHDAUCH CORPConsumer Cyclical0.07%$65,390HYP-DCH
38TDAYUSA TODAY CO INCConsumer Cyclical0.06%$63,147HYP-TDAY
39LQDTLIQUIDITY SERVICES INCConsumer Cyclical0.06%$62,402HYP-LQDT
40XPELXPEL INCConsumer Cyclical0.06%$60,362HYP-XPEL
41MYEMYERS INDUSTRIES INCConsumer Cyclical0.06%$59,166HYP-MYE
42ARHSARHAUS INCConsumer Cyclical0.06%$55,115HYP-ARHS
43WGOWINNEBAGO INDUSTRIES INCConsumer Cyclical0.04%$43,949HYP-WGO
44MOVMOVADO GROUP INCConsumer Cyclical0.04%$43,504HYP-MOV
45SMPSTANDARD MOTOR PRODUCTS INCConsumer Cyclical0.04%$43,504HYP-SMP
46BALYBALLY'S CORPConsumer Cyclical0.03%$34,850HYP-BALY
47PACKRANPAK HOLDINGS CORPConsumer Cyclical0.03%$29,502HYP-PACK
48ELAENVELA CORPConsumer Cyclical0.03%$27,689HYP-ELA
49XMAXXMAX INCConsumer Cyclical0.03%$27,411HYP-XMAX
50CTRNCITI TRENDS INCConsumer Cyclical0.03%$27,087HYP-CTRN
51MNROMONRO INCConsumer Cyclical0.03%$25,785HYP-MNRO
52CPSCOOPER-STANDARD HOLDINGS INCConsumer Cyclical0.02%$24,833HYP-CPS
53JOUTJOHNSON OUTDOORS INCConsumer Cyclical0.02%$24,535HYP-JOUT
54DINDINE BRANDS GLOBAL INCConsumer Cyclical0.02%$23,066HYP-DIN
55LELANDS' END INCConsumer Cyclical0.02%$18,058HYP-LE
56ZUMZZUMIEZ INCConsumer Cyclical0.02%$15,966HYP-ZUMZ
57DBIDESIGNER BRANDS INCConsumer Cyclical0.01%$14,706HYP-DBI
58RDNWRIDENOW GROUP INCConsumer Cyclical0.01%$11,606HYP-RDNW
59INTGINTERGROUP CORPConsumer Cyclical0.00%$4,254HYP-INTG
60VNCEVINCE HOLDING CORPConsumer Cyclical0.00%$4,188HYP-VNCE
61RGSREGIS CORPConsumer Cyclical0.00%$3,747HYP-RGS

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

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