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 Equity 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 Equity factor (Energy only)
Placeholder expense ratio0.45%
Placeholder inception date2021-06-15
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
1MPCMARATHON PETROLEUM CORPEnergy23.10%$23,099,207HYP-MPC
2TRGPTARGA RESOURCES CORPEnergy15.37%$15,370,439HYP-TRGP
3MPLXMPLX LPEnergy14.66%$14,655,589HYP-MPLX
4VGVENTURE GLOBAL INCEnergy8.68%$8,677,852HYP-VG
5FTITECHNIPFMC PLCEnergy7.27%$7,273,134HYP-FTI
6TPLTEXAS PACIFIC LAND CORPEnergy7.26%$7,257,517HYP-TPL
7WESWESTERN MIDSTREAM PARTNERS LPEnergy4.58%$4,581,930HYP-WES
8APAAPA CORPEnergy3.15%$3,151,091HYP-APA
9HESMHESS MIDSTREAM LPEnergy2.11%$2,105,216HYP-HESM
10WFRDWEATHERFORD INTERNATIONAL PLCEnergy1.47%$1,469,186HYP-WFRD
11VALVALARIS LTDEnergy1.34%$1,341,641HYP-VAL
12VVVVALVOLINE INCEnergy1.29%$1,290,284HYP-VVV
13CNXCNX RESOURCES CORPEnergy1.19%$1,191,771HYP-CNX
14INSWINTERNATIONAL SEAWAYS INCEnergy1.09%$1,087,133HYP-INSW
15OIIOCEANEERING INTERNATIONAL INCEnergy1.07%$1,067,440HYP-OII
16CRKCOMSTOCK RESOURCES INCEnergy0.99%$991,683HYP-CRK
17PARRPAR PACIFIC HOLDINGS INCEnergy0.97%$967,789HYP-PARR
18USACUSA COMPRESSION PARTNERS LPEnergy0.96%$957,360HYP-USAC
19BSMBLACK STONE MINERALS LPEnergy0.82%$822,981HYP-BSM
20DKLDELEK LOGISTICS PARTNERS LPEnergy0.74%$738,567HYP-DKL
21GPORGULFPORT ENERGY CORPEnergy0.70%$695,487HYP-GPOR
22PBTPERMIAN BASIN ROYALTY TRUSTEnergy0.34%$335,050HYP-PBT
23NBRNABORS INDUSTRIES LTDEnergy0.31%$314,167HYP-NBR
24FTKFLOTEK INDUSTRIES INCEnergy0.24%$239,650HYP-FTK
25INRINFINITY NATURAL RESOURCES INCEnergy0.21%$209,048HYP-INR
26SGUSTAR GROUP LPEnergy0.11%$108,789HYP-SGU

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

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