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

Daily Holdings · Draft

Foundry Energy Sales Discipline Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FSAE
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelSales Discipline factor (Energy only)
Placeholder expense ratio0.45%
Placeholder inception date2021-06-08
Number of holdings (long leg)25
WeightingCap-weighted
Rebalance frequencyMonthly
Holdings as ofJuly 2026

Holdings as of July 2026 (25 positions, cap-weighted; market values illustrative on a hypothetical $100,000,000 portfolio)

#TickerCompanySectorWeightMarket ValueCUSIP
1EPDENTERPRISE PRODUCTS PARTNERS LPEnergy38.45%$38,447,643HYP-EPD
2OXYOCCIDENTAL PETROLEUM CORPEnergy25.38%$25,384,319HYP-OXY
3PAAPLAINS ALL AMERICAN PIPELINE LPEnergy7.83%$7,834,543HYP-PAA
4APAAPA CORPEnergy5.79%$5,791,449HYP-APA
5MTDRMATADOR RESOURCES COEnergy3.11%$3,107,952HYP-MTDR
6VALVALARIS LTDEnergy2.47%$2,465,827HYP-VAL
7PAGPPLAINS GP HOLDINGS LPEnergy2.36%$2,357,806HYP-PAGP
8CRCCALIFORNIA RESOURCES CORPEnergy2.18%$2,182,284HYP-CRC
9DKDELEK US HOLDINGS INCEnergy1.80%$1,803,327HYP-DK
10PTENPATTERSON UTI ENERGY INCEnergy1.77%$1,769,553HYP-PTEN
11TALOTALOS ENERGY INCEnergy1.16%$1,158,597HYP-TALO
12NOGNORTHERN OIL & GAS INCEnergy1.04%$1,042,853HYP-NOG
13NGLNGL ENERGY PARTNERS LPEnergy0.88%$880,264HYP-NGL
14WKCWORLD KINECT CORPEnergy0.87%$872,030HYP-WKC
15GELGENESIS ENERGY LPEnergy0.83%$834,069HYP-GEL
16AESIATLAS ENERGY SOLUTIONS INCEnergy0.82%$817,554HYP-AESI
17PUMPPROPETRO HOLDING CORPEnergy0.74%$741,539HYP-PUMP
18PBTPERMIAN BASIN ROYALTY TRUSTEnergy0.62%$615,794HYP-PBT
19NPKINPK INTERNATIONAL INCEnergy0.56%$563,365HYP-NPKI
20HPKHIGHPEAK ENERGY INCEnergy0.43%$432,921HYP-HPK
21CAPLCROSSAMERICA PARTNERS LPEnergy0.40%$398,310HYP-CAPL
22EGYVAALCO ENERGY INCEnergy0.26%$257,073HYP-EGY
23PNRGPRIMEENERGY RESOURCES CORPEnergy0.14%$140,399HYP-PNRG
24BOOMDMC GLOBAL INCEnergy0.06%$59,593HYP-BOOM
25GEOSGEOSPACE TECHNOLOGIES CORPEnergy0.04%$40,938HYP-GEOS

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

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