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

Daily Holdings · Draft

Foundry Technology Net Operating Assets Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FNOT
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelNet Operating Assets factor (Technology only)
Placeholder expense ratio0.45%
Placeholder inception date2019-06-20
Number of holdings (long leg)80
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (80 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1DELLDELL TECHNOLOGIES INCTechnology22.61%$22,605,459HYP-DELL
2CRWDCROWDSTRIKE HOLDINGS INCTechnology18.20%$18,197,999HYP-CRWD
3FTNTFORTINET INCTechnology10.42%$10,419,860HYP-FTNT
4SNOWSNOWFLAKE INCTechnology8.20%$8,201,953HYP-SNOW
5ADSKAUTODESK INCTechnology4.05%$4,054,462HYP-ADSK
6NTAPNETAPP INCTechnology2.83%$2,825,551HYP-NTAP
7JBLJABIL INCTechnology2.78%$2,775,795HYP-JBL
8VRSNVERISIGN INCTechnology2.22%$2,223,584HYP-VRSN
9CPAYCORPAY INCTechnology2.10%$2,104,040HYP-CPAY
10TEAMATLASSIAN CORPTechnology2.08%$2,083,386HYP-TEAM
11PEVERPURE INCTechnology2.03%$2,029,554HYP-P
12HPQHP INCTechnology2.00%$1,999,141HYP-HPQ
13RBRKRUBRIK INCTechnology1.43%$1,430,429HYP-RBRK
14NTNXNUTANIX INCTechnology1.31%$1,310,305HYP-NTNX
15LOGILOGITECH INTERNATIONAL SATechnology1.30%$1,298,909HYP-LOGI
16HUBSHUBSPOT INCTechnology1.01%$1,010,813HYP-HUBS
17MANHMANHATTAN ASSOCIATES INCTechnology0.85%$849,679HYP-MANH
18ITGARTNER INCTechnology0.83%$825,997HYP-IT
19TTDTRADE DESK INCTechnology0.77%$769,086HYP-TTD
20YOUCLEAR SECURE INCTechnology0.66%$658,959HYP-YOU
21DBXDROPBOX INCTechnology0.63%$628,668HYP-DBX
22PAYCPAYCOM SOFTWARE INCTechnology0.62%$620,123HYP-PAYC
23PCTYPAYLOCITY HOLDING CORPTechnology0.59%$593,722HYP-PCTY
24CORZCORE SCIENTIFIC INCTechnology0.59%$585,793HYP-CORZ
25DUOLDUOLINGO INCTechnology0.55%$548,831HYP-DUOL
26CVLTCOMMVAULT SYSTEMS INCTechnology0.54%$536,581HYP-CVLT
27QLYSQUALYS INCTechnology0.49%$494,102HYP-QLYS
28KVYOKLAVIYO INCTechnology0.47%$465,387HYP-KVYO
29RELYREMITLY GLOBAL INCTechnology0.45%$447,126HYP-RELY
30TENBTENABLE HOLDINGS INCTechnology0.39%$387,003HYP-TENB
31BOXBOX INCTechnology0.37%$371,373HYP-BOX
32EXTREXTREME NETWORKS INCTechnology0.35%$349,179HYP-EXTR
33NSITINSIGHT ENTERPRISES INCTechnology0.31%$306,541HYP-NSIT
34RNGRINGCENTRAL INCTechnology0.30%$304,931HYP-RNG
35SEDGSOLAREDGE TECHNOLOGIES INCTechnology0.29%$286,177HYP-SEDG
36WKWORKIVA INCTechnology0.28%$282,393HYP-WK
37EEFTEURONET WORLDWIDE INCTechnology0.27%$272,546HYP-EEFT
38PENGPENGUIN SOLUTIONS INCTechnology0.27%$272,422HYP-PENG
39FRSHFRESHWORKS INCTechnology0.26%$264,925HYP-FRSH
40TDCTERADATA CORPTechnology0.25%$252,736HYP-TDC
41AVPTAVEPOINT INCTechnology0.25%$246,664HYP-AVPT
42VISNVISTANCE NETWORKS INCTechnology0.24%$240,794HYP-VISN
43KDKYNDRYL HOLDINGS INCTechnology0.24%$235,144HYP-KD
44RUMRUMBLE INCTechnology0.22%$220,949HYP-RUM
45PLUSEPLUS INCTechnology0.21%$205,452HYP-PLUS
46INTAINTAPP INCTechnology0.20%$197,479HYP-INTA
47VERXVERTEX INCTechnology0.18%$182,281HYP-VERX
48INODINNODATA INCTechnology0.17%$174,757HYP-INOD
49APPNAPPIAN CORPTechnology0.17%$168,684HYP-APPN
50MQMARQETA INCTechnology0.16%$163,167HYP-MQ
51SONOSONOS INCTechnology0.16%$158,406HYP-SONO
52ASANASANA INCTechnology0.16%$155,994HYP-ASAN
53PRCHPORCH GROUP INCTechnology0.15%$153,750HYP-PRCH
54AMBQAMBIQ MICRO INCTechnology0.14%$136,246HYP-AMBQ
55BLKBBLACKBAUD INCTechnology0.13%$130,966HYP-BLKB
56AIPARTERIS INCTechnology0.13%$126,126HYP-AIP
57WBTNWEBTOON ENTERTAINMENT INCTechnology0.12%$124,128HYP-WBTN
58CXMSPRINKLR INCTechnology0.12%$120,177HYP-CXM
59AMPLAMPLITUDE INCTechnology0.11%$112,037HYP-AMPL
60SECZSECURITIZE CORPTechnology0.10%$97,631HYP-SECZ
61ADTNADTRAN HOLDINGS INCTechnology0.08%$83,040HYP-ADTN
62ARRYARRAY TECHNOLOGIES INCTechnology0.08%$82,714HYP-ARRY
63DSPVIANT TECHNOLOGY INCTechnology0.07%$66,319HYP-DSP
64IBTAIBOTTA INCTechnology0.06%$64,621HYP-IBTA
65PUBMPUBMATIC INCTechnology0.05%$52,027HYP-PUBM
66YEXTYEXT INCTechnology0.05%$47,108HYP-YEXT
67SPTSPROUT SOCIAL INCTechnology0.05%$45,594HYP-SPT
68CLMBCLIMB GLOBAL SOLUTIONS INCTechnology0.04%$42,453HYP-CLMB
69PAYSPAYSIGN INCTechnology0.04%$42,065HYP-PAYS
70QMCOQUANTUM CORPTechnology0.04%$36,838HYP-QMCO
71MKTWMARKETWISE INCTechnology0.03%$27,651HYP-MKTW
72ALMUAELUMA INCTechnology0.02%$23,523HYP-ALMU
73IMMRIMMERSION CORPTechnology0.02%$19,343HYP-IMMR
74EGANEGAIN CORPTechnology0.02%$15,867HYP-EGAN
75FIRYFIRY INCTechnology0.01%$11,396HYP-FIRY
76INSGINSEEGO CORPTechnology0.01%$10,728HYP-INSG
77WYYWIDEPOINT CORPTechnology0.01%$10,147HYP-WYY
78AMCIAMC ROBOTICS CORPTechnology0.01%$10,041HYP-AMCI
79AEYEAUDIOEYE INCTechnology0.01%$7,234HYP-AEYE
80STEMSTEM INCTechnology0.00%$4,937HYP-STEM

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

← Back to FNOT fund page