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

Daily Holdings · Draft

Foundry Technology Operating Profitability Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FOPT
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelOperating Profitability factor (Technology only)
Placeholder expense ratio0.45%
Placeholder inception date2019-02-11
Number of holdings (long leg)77
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (77 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1NVDANVIDIA CORPTechnology30.91%$30,914,658HYP-NVDA
2AAPLAPPLE INCTechnology30.88%$30,875,329HYP-AAPL
3AVGOBROADCOM INCTechnology11.11%$11,112,579HYP-AVGO
4MUMICRON TECHNOLOGY INCTechnology6.04%$6,039,305HYP-MU
5AMATAPPLIED MATERIALS INCTechnology2.65%$2,648,837HYP-AMAT
6LRCXLAM RESEARCH CORPTechnology2.47%$2,467,905HYP-LRCX
7ORCLORACLE CORPTechnology2.29%$2,293,531HYP-ORCL
8KLACKLA CORPTechnology1.75%$1,750,508HYP-KLAC
9IBMINTERNATIONAL BUSINESS MACHINES CORPTechnology1.26%$1,259,044HYP-IBM
10QCOMQUALCOMM INCTechnology1.14%$1,140,441HYP-QCOM
11STXSEAGATE TECHNOLOGY HOLDINGS PLCTechnology1.11%$1,112,475HYP-STX
12UBERUBER TECHNOLOGIES INCTechnology0.93%$929,074HYP-UBER
13APPAPPLOVIN CORPTechnology0.90%$898,339HYP-APP
14FTNTFORTINET INCTechnology0.75%$745,802HYP-FTNT
15ADBEADOBE INCTechnology0.59%$594,023HYP-ADBE
16CDNSCADENCE DESIGN SYSTEMS INCTechnology0.57%$573,506HYP-CDNS
17MSIMOTOROLA SOLUTIONS INCTechnology0.43%$432,147HYP-MSI
18NXPINXP SEMICONDUCTORS NVTechnology0.42%$423,855HYP-NXPI
19CIENCIENA CORPTechnology0.33%$333,830HYP-CIEN
20TERTERADYNE INCTechnology0.32%$317,852HYP-TER
21ADSKAUTODESK INCTechnology0.29%$290,198HYP-ADSK
22WDAYWORKDAY INCTechnology0.23%$225,250HYP-WDAY
23UIUBIQUITI INCTechnology0.21%$208,126HYP-UI
24NTAPNETAPP INCTechnology0.20%$202,239HYP-NTAP
25JBLJABIL INCTechnology0.20%$198,678HYP-JBL
26CPAYCORPAY INCTechnology0.15%$150,597HYP-CPAY
27TEAMATLASSIAN CORPTechnology0.15%$149,118HYP-TEAM
28PEVERPURE INCTechnology0.15%$145,265HYP-P
29CDWCDW CORPTechnology0.11%$107,218HYP-CDW
30GENGEN DIGITAL INCTechnology0.10%$101,468HYP-GEN
31LOGILOGITECH INTERNATIONAL SATechnology0.09%$92,969HYP-LOGI
32GDDYGODADDY INCTechnology0.08%$78,691HYP-GDDY
33SMTCSEMTECH CORPTechnology0.07%$73,320HYP-SMTC
34HUBSHUBSPOT INCTechnology0.07%$72,349HYP-HUBS
35DOCUDOCUSIGN INCTechnology0.06%$63,432HYP-DOCU
36BSYBENTLEY SYSTEMS INCTechnology0.06%$61,885HYP-BSY
37MANHMANHATTAN ASSOCIATES INCTechnology0.06%$60,816HYP-MANH
38ITGARTNER INCTechnology0.06%$59,121HYP-IT
39CHYMCHIME FINANCIAL INCTechnology0.05%$53,592HYP-CHYM
40YOUCLEAR SECURE INCTechnology0.05%$47,165HYP-YOU
41PAYCPAYCOM SOFTWARE INCTechnology0.04%$44,385HYP-PAYC
42PCTYPAYLOCITY HOLDING CORPTechnology0.04%$42,496HYP-PCTY
43APPFAPPFOLIO INCTechnology0.04%$40,029HYP-APPF
44CVLTCOMMVAULT SYSTEMS INCTechnology0.04%$38,406HYP-CVLT
45OTEXOPEN TEXT CORPTechnology0.04%$35,568HYP-OTEX
46QLYSQUALYS INCTechnology0.04%$35,365HYP-QLYS
47DAVEDAVE INCTechnology0.04%$35,271HYP-DAVE
48PEGAPEGASYSTEMS INCTechnology0.03%$33,963HYP-PEGA
49RELYREMITLY GLOBAL INCTechnology0.03%$32,003HYP-RELY
50GBTGGLOBAL BUSINESS TRAVEL GROUP INCTechnology0.03%$30,908HYP-GBTG
51TENBTENABLE HOLDINGS INCTechnology0.03%$27,700HYP-TENB
52VNTVONTIER CORPTechnology0.03%$26,764HYP-VNT
53EXTREXTREME NETWORKS INCTechnology0.02%$24,992HYP-EXTR
54NATLNCR ATLEOS CORPTechnology0.02%$22,042HYP-NATL
55EEFTEURONET WORLDWIDE INCTechnology0.02%$19,507HYP-EEFT
56TDCTERADATA CORPTechnology0.02%$18,090HYP-TDC
57ADEAADEIA INCTechnology0.02%$17,632HYP-ADEA
58GRNDGRINDR INCTechnology0.02%$17,083HYP-GRND
59ALRMALARMCOM HOLDINGS INCTechnology0.02%$16,574HYP-ALRM
60ATENA10 NETWORKS INCTechnology0.02%$16,308HYP-ATEN
61PAYOPAYONEER GLOBAL INCTechnology0.02%$15,014HYP-PAYO
62SONOSONOS INCTechnology0.01%$11,338HYP-SONO
63ASANASANA INCTechnology0.01%$11,165HYP-ASAN
64PRGSPROGRESS SOFTWARE CORPTechnology0.01%$10,476HYP-PRGS
65BRUNBOOST RUN INCTechnology0.01%$9,449HYP-BRUN
66BLKBBLACKBAUD INCTechnology0.01%$9,374HYP-BLKB
67AIPARTERIS INCTechnology0.01%$9,027HYP-AIP
68UPBDUPBOUND GROUP INCTechnology0.01%$8,137HYP-UPBD
69ADTNADTRAN HOLDINGS INCTechnology0.01%$5,944HYP-ADTN
70RPDRAPID7 INCTechnology0.01%$5,135HYP-RPD
71PDPAGERDUTY INCTechnology0.01%$5,004HYP-PD
72DSPVIANT TECHNOLOGY INCTechnology0.00%$4,747HYP-DSP
73CCSICONSENSUS CLOUD SOLUTIONS INCTechnology0.00%$4,339HYP-CCSI
74YEXTYEXT INCTechnology0.00%$3,372HYP-YEXT
75TASKTASKUS INCTechnology0.00%$3,363HYP-TASK
76CRNCCERENCE INCTechnology0.00%$2,457HYP-CRNC
77BKKTBAKKT INCTechnology0.00%$2,037HYP-BKKT

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

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