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

Daily Holdings · Draft

Foundry Energy Return on Assets Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FROE
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelReturn on Assets factor (Energy only)
Placeholder expense ratio0.45%
Placeholder inception date2021-02-16
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
1EOGEOG RESOURCES INCEnergy23.87%$23,871,868HYP-EOG
2MPLXMPLX LPEnergy18.55%$18,550,651HYP-MPLX
3CQPCHENIERE ENERGY PARTNERS LPEnergy9.67%$9,674,192HYP-CQP
4FTITECHNIPFMC PLCEnergy9.21%$9,206,138HYP-FTI
5TPLTEXAS PACIFIC LAND CORPEnergy9.19%$9,186,370HYP-TPL
6EXEEXPAND ENERGY CORPEnergy6.75%$6,754,790HYP-EXE
7RRCRANGE RESOURCES CORPEnergy2.78%$2,775,035HYP-RRC
8HESMHESS MIDSTREAM LPEnergy2.66%$2,664,726HYP-HESM
9WFRDWEATHERFORD INTERNATIONAL PLCEnergy1.86%$1,859,656HYP-WFRD
10VALVALARIS LTDEnergy1.70%$1,698,213HYP-VAL
11MGYMAGNOLIA OIL & GAS CORPEnergy1.62%$1,615,297HYP-MGY
12CNXCNX RESOURCES CORPEnergy1.51%$1,508,512HYP-CNX
13INSWINTERNATIONAL SEAWAYS INCEnergy1.38%$1,376,064HYP-INSW
14OIIOCEANEERING INTERNATIONAL INCEnergy1.35%$1,351,137HYP-OII
15CRKCOMSTOCK RESOURCES INCEnergy1.26%$1,255,246HYP-CRK
16PARRPAR PACIFIC HOLDINGS INCEnergy1.23%$1,225,001HYP-PARR
17TDWTIDEWATER INCEnergy1.21%$1,208,052HYP-TDW
18BSMBLACK STONE MINERALS LPEnergy1.04%$1,041,707HYP-BSM
19GPORGULFPORT ENERGY CORPEnergy0.88%$880,328HYP-GPOR
20LPGDORIAN LPG LTDEnergy0.56%$562,408HYP-LPG
21PBTPERMIAN BASIN ROYALTY TRUSTEnergy0.42%$424,097HYP-PBT
22DMLPDORCHESTER MINERALS LPEnergy0.42%$421,309HYP-DMLP
23NPKINPK INTERNATIONAL INCEnergy0.39%$387,989HYP-NPKI
24FTKFLOTEK INDUSTRIES INCEnergy0.30%$303,343HYP-FTK
25SDSANDRIDGE ENERGY INCEnergy0.16%$161,219HYP-SD
26NCSMNCS MULTISTAGE HOLDINGS INCEnergy0.04%$36,652HYP-NCSM

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

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