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

Daily Holdings · Draft

Foundry Energy Net Operating Assets Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FNOE
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelNet Operating Assets factor (Energy only)
Placeholder expense ratio0.45%
Placeholder inception date2020-06-26
Number of holdings (long leg)26
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (26 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1VLOVALERO ENERGY CORPEnergy30.27%$30,274,310HYP-VLO
2BKRBAKER HUGHES COEnergy18.28%$18,276,233HYP-BKR
3OXYOCCIDENTAL PETROLEUM CORPEnergy17.97%$17,966,560HYP-OXY
4FTITECHNIPFMC PLCEnergy9.46%$9,461,224HYP-FTI
5APAAPA CORPEnergy4.10%$4,099,082HYP-APA
6KNTKKINETIK HOLDINGS INCEnergy2.69%$2,687,953HYP-KNTK
7WFRDWEATHERFORD INTERNATIONAL PLCEnergy1.91%$1,911,184HYP-WFRD
8PAGPPLAINS GP HOLDINGS LPEnergy1.67%$1,668,812HYP-PAGP
9IEPICAHN ENTERPRISES LPEnergy1.66%$1,657,420HYP-IEP
10EEEXCELERATE ENERGY INCEnergy1.46%$1,460,223HYP-EE
11WHDCACTUS INCEnergy1.44%$1,438,755HYP-WHD
12OIIOCEANEERING INTERNATIONAL INCEnergy1.39%$1,388,575HYP-OII
13DKDELEK US HOLDINGS INCEnergy1.28%$1,276,362HYP-DK
14CLMTCALUMET INCEnergy1.23%$1,228,981HYP-CLMT
15CVICVR ENERGY INCEnergy1.16%$1,162,831HYP-CVI
16TALOTALOS ENERGY INCEnergy0.82%$820,034HYP-TALO
17WKCWORLD KINECT CORPEnergy0.62%$617,207HYP-WKC
18FLOCFLOWCO HOLDINGS INCEnergy0.60%$602,093HYP-FLOC
19GELGENESIS ENERGY LPEnergy0.59%$590,339HYP-GEL
20PBTPERMIAN BASIN ROYALTY TRUSTEnergy0.44%$435,848HYP-PBT
21NBRNABORS INDUSTRIES LTDEnergy0.41%$408,683HYP-NBR
22EGYVAALCO ENERGY INCEnergy0.18%$181,952HYP-EGY
23OISOIL STATES INTERNATIONAL INCEnergy0.17%$167,069HYP-OIS
24PNRGPRIMEENERGY RESOURCES CORPEnergy0.10%$99,372HYP-PNRG
25GTEGRAN TIERRA ENERGY INCEnergy0.08%$76,719HYP-GTE
26BOOMDMC GLOBAL INCEnergy0.04%$42,179HYP-BOOM

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

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