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

Daily Holdings · Draft

Foundry Technology Long-Term Reversal Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FLRT
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelLong-Term Reversal factor (Technology only)
Placeholder expense ratio0.45%
Placeholder inception date2020-04-13
Number of holdings (long leg)71
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (71 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1XYZBLOCK INCTechnology16.73%$16,731,442HYP-XYZ
2ZMZOOM COMMUNICATIONS INCTechnology9.40%$9,397,097HYP-ZM
3OKTAOKTA INCTechnology9.13%$9,128,361HYP-OKTA
4UUNITY SOFTWARE INCTechnology4.45%$4,450,261HYP-U
5VICRVICOR CORPTechnology3.81%$3,808,838HYP-VICR
6CGNXCOGNEX CORPTechnology3.75%$3,749,548HYP-CGNX
7QXOQXO INCTechnology3.67%$3,672,148HYP-QXO
8DOCUDOCUSIGN INCTechnology3.54%$3,541,332HYP-DOCU
9VSATVIASAT INCTechnology3.43%$3,432,845HYP-VSAT
10SSENTINELONE INCTechnology2.36%$2,359,165HYP-S
11MXLMAXLINEAR INCTechnology2.26%$2,262,213HYP-MXL
12PATHUIPATH INCTechnology2.21%$2,213,754HYP-PATH
13LYFTLYFT INCTechnology2.07%$2,072,212HYP-LYFT
14ENPHENPHASE ENERGY INCTechnology1.93%$1,926,696HYP-ENPH
15EPAMEPAM SYSTEMS INCTechnology1.63%$1,628,878HYP-EPAM
16BILLBILL HOLDINGS INCTechnology1.57%$1,565,931HYP-BILL
17IPGPIPG PHOTONICS CORPTechnology1.56%$1,557,175HYP-IPGP
18SYNASYNAPTICS INCTechnology1.55%$1,549,544HYP-SYNA
19UCTTULTRA CLEAN HOLDINGS INCTechnology1.46%$1,457,093HYP-UCTT
20RNGRINGCENTRAL INCTechnology1.22%$1,218,493HYP-RNG
21SEDGSOLAREDGE TECHNOLOGIES INCTechnology1.14%$1,143,555HYP-SEDG
22FSLYFASTLY INCTechnology1.14%$1,140,320HYP-FSLY
23ONDSONDAS INCTechnology1.14%$1,137,577HYP-ONDS
24AXTIAXT INCTechnology1.06%$1,055,078HYP-AXTI
25ICHRICHOR HOLDINGS LTDTechnology1.01%$1,012,703HYP-ICHR
26RUNSUNRUN INCTechnology0.99%$994,065HYP-RUN
27VISNVISTANCE NETWORKS INCTechnology0.96%$962,205HYP-VISN
28ROGROGERS CORPTechnology0.83%$830,017HYP-ROG
29OUSTOUSTER INCTechnology0.83%$829,349HYP-OUST
30BANDBANDWIDTH INCTechnology0.81%$808,531HYP-BAND
31FLYWFLYWIRE CORPTechnology0.79%$786,869HYP-FLYW
32FIVNFIVE9 INCTechnology0.69%$688,721HYP-FIVN
33NCNONCINO INCTechnology0.69%$687,666HYP-NCNO
34APPNAPPIAN CORPTechnology0.67%$674,057HYP-APPN
35MQMARQETA INCTechnology0.65%$652,008HYP-MQ
36SONOSONOS INCTechnology0.63%$632,984HYP-SONO
37ASANASANA INCTechnology0.62%$623,348HYP-ASAN
38DVDOUBLEVERIFY HOLDINGS INCTechnology0.62%$616,315HYP-DV
39SHLSSHOALS TECHNOLOGIES GROUP INCTechnology0.61%$607,664HYP-SHLS
40DXCDXC TECHNOLOGY COTechnology0.54%$544,436HYP-DXC
41CNXCCONCENTRIX CORPTechnology0.52%$524,216HYP-CNXC
42CXMSPRINKLR INCTechnology0.48%$480,223HYP-CXM
43VYXNCR VOYIX CORPTechnology0.40%$397,865HYP-VYX
44CEVACEVA INCTechnology0.37%$371,983HYP-CEVA
45CRSRCORSAIR GAMING INCTechnology0.37%$366,462HYP-CRSR
46APPSDIGITAL TURBINE INCTechnology0.35%$353,662HYP-APPS
47ADTNADTRAN HOLDINGS INCTechnology0.33%$331,824HYP-ADTN
48ARRYARRAY TECHNOLOGIES INCTechnology0.33%$330,523HYP-ARRY
49BKSYBLACKSKY TECHNOLOGY INCTechnology0.29%$289,555HYP-BKSY
50RPDRAPID7 INCTechnology0.29%$286,706HYP-RPD
51PDPAGERDUTY INCTechnology0.28%$279,357HYP-PD
52PUBMPUBMATIC INCTechnology0.21%$207,900HYP-PUBM
53MLABMESA LABORATORIES INCTechnology0.19%$190,282HYP-MLAB
54MEIMETHODE ELECTRONICS INCTechnology0.19%$186,976HYP-MEI
55SPTSPROUT SOCIAL INCTechnology0.18%$182,194HYP-SPT
56QMCOQUANTUM CORPTechnology0.15%$147,204HYP-QMCO
57CRNCCERENCE INCTechnology0.14%$137,146HYP-CRNC
58BKKTBAKKT INCTechnology0.11%$113,726HYP-BKKT
59VELOVELO3D INCTechnology0.11%$110,983HYP-VELO
60MKTWMARKETWISE INCTechnology0.11%$110,491HYP-MKTW
61ASYSAMTECH SYSTEMS INCTechnology0.08%$84,996HYP-ASYS
62ATOMATOMERA INCTechnology0.08%$76,521HYP-ATOM
63FIRYFIRY INCTechnology0.05%$45,540HYP-FIRY
64INSGINSEEGO CORPTechnology0.04%$42,867HYP-INSG
65TCXTUCOWS INCTechnology0.04%$40,054HYP-TCX
66SSTISOUNDTHINKING INCTechnology0.04%$39,139HYP-SSTI
67WATTENERGOUS CORPTechnology0.03%$29,223HYP-WATT
68AIRGAIRGAIN INCTechnology0.03%$26,691HYP-AIRG
69BNAIBRAND ENGAGEMENT NETWORK INCTechnology0.03%$26,585HYP-BNAI
70STEMSTEM INCTechnology0.02%$19,728HYP-STEM
71TACTTRANSACT TECHNOLOGIES INCTechnology0.02%$18,884HYP-TACT

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

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