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

Daily Holdings · Draft

Foundry Technology Sales Discipline Factor ETF

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

Fund

ItemValue
Ticker (pseudo)FSAT
CUSIPNot applicable (hypothetical model portfolio)
Listing exchangeNot listed (hypothetical)
Underlying modelSales Discipline factor (Technology only)
Placeholder expense ratio0.45%
Placeholder inception date2021-11-19
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
1INTCINTEL CORPTechnology53.19%$53,191,476HYP-INTC
2WDCWESTERN DIGITAL CORPTechnology18.32%$18,316,840HYP-WDC
3ONON SEMICONDUCTOR CORPTechnology3.81%$3,812,892HYP-ON
4FISVFISERV INCTechnology3.01%$3,006,453HYP-FISV
5ENTGENTEGRIS INCTechnology2.36%$2,356,046HYP-ENTG
6FTVFORTIVE CORPTechnology2.10%$2,097,310HYP-FTV
7ONTOONTO INNOVATION INCTechnology1.55%$1,550,152HYP-ONTO
8QRVOQORVO INCTechnology0.84%$837,975HYP-QRVO
9DBXDROPBOX INCTechnology0.80%$795,493HYP-DBX
10CORZCORE SCIENTIFIC INCTechnology0.74%$741,240HYP-CORZ
11STSENSATA TECHNOLOGIES HOLDING PLCTechnology0.73%$729,570HYP-ST
12QBTSD-WAVE QUANTUM INCTechnology0.69%$689,148HYP-QBTS
13PSNPARSONS CORPTechnology0.67%$667,701HYP-PSN
14OTEXOPEN TEXT CORPTechnology0.63%$628,804HYP-OTEX
15ENPHENPHASE ENERGY INCTechnology0.61%$610,108HYP-ENPH
16PEGAPEGASYSTEMS INCTechnology0.60%$600,420HYP-PEGA
17SAICSCIENCE APPLICATIONS INTERNATIONAL CORPTechnology0.54%$543,795HYP-SAIC
18VNTVONTIER CORPTechnology0.47%$473,151HYP-VNT
19PIIMPINJ INCTechnology0.47%$469,321HYP-PI
20ACLSAXCELIS TECHNOLOGIES INCTechnology0.47%$466,882HYP-ACLS
21UCTTULTRA CLEAN HOLDINGS INCTechnology0.46%$461,403HYP-UCTT
22ITRIITRON INCTechnology0.42%$424,567HYP-ITRI
23OLEDUNIVERSAL DISPLAY CORPTechnology0.42%$417,418HYP-OLED
24NSITINSIGHT ENTERPRISES INCTechnology0.39%$387,886HYP-NSIT
25VECOVEECO INSTRUMENTS INCTechnology0.36%$355,248HYP-VECO
26AXTIAXT INCTechnology0.33%$334,101HYP-AXTI
27TDCTERADATA CORPTechnology0.32%$319,803HYP-TDC
28VISNVISTANCE NETWORKS INCTechnology0.30%$304,692HYP-VISN
29NVTSNAVITAS SEMICONDUCTOR CORPTechnology0.30%$298,256HYP-NVTS
30KDKYNDRYL HOLDINGS INCTechnology0.30%$297,543HYP-KD
31AEHRAEHR TEST SYSTEMSTechnology0.28%$283,880HYP-AEHR
32RUMRUMBLE INCTechnology0.28%$279,581HYP-RUM
33EVCMEVERCOMMERCE INCTechnology0.24%$237,244HYP-EVCM
34CNXNPC CONNECTION INCTechnology0.22%$221,832HYP-CNXN
35SONOSONOS INCTechnology0.20%$200,441HYP-SONO
36NNNEXTNAV INCTechnology0.20%$198,425HYP-NN
37PLABPHOTRONICS INCTechnology0.19%$189,427HYP-PLAB
38DXCDXC TECHNOLOGY COTechnology0.17%$172,401HYP-DXC
39BLKBBLACKBAUD INCTechnology0.17%$165,720HYP-BLKB
40AIC3AI INCTechnology0.15%$152,680HYP-AI
41HLITHARMONIC INCTechnology0.15%$145,342HYP-HLIT
42VYXNCR VOYIX CORPTechnology0.13%$125,988HYP-VYX
43AOSLALPHA & OMEGA SEMICONDUCTOR LTDTechnology0.10%$104,218HYP-AOSL
44BKSYBLACKSKY TECHNOLOGY INCTechnology0.09%$91,690HYP-BKSY
45RPDRAPID7 INCTechnology0.09%$90,788HYP-RPD
46EFOREVERFORTH INCTechnology0.09%$85,510HYP-EFOR
47IBTAIBOTTA INCTechnology0.08%$81,769HYP-IBTA
48CCSICONSENSUS CLOUD SOLUTIONS INCTechnology0.08%$76,702HYP-CCSI
49FEIMFREQUENCY ELECTRONICS INCTechnology0.07%$72,426HYP-FEIM
50PUBMPUBMATIC INCTechnology0.07%$65,834HYP-PUBM
51ALITALIGHT INCTechnology0.07%$65,032HYP-ALIT
52IIIVI3 VERTICALS INCTechnology0.06%$64,419HYP-IIIV
53MEIMETHODE ELECTRONICS INCTechnology0.06%$59,208HYP-MEI
54CLFDCLEARFIELD INCTechnology0.05%$46,369HYP-CLFD
55IMXIINTERNATIONAL MONEY EXPRESS INCTechnology0.04%$44,977HYP-IMXI
56XPERXPERI INCTechnology0.04%$39,242HYP-XPER
57BKKTBAKKT INCTechnology0.04%$36,012HYP-BKKT
58MKTWMARKETWISE INCTechnology0.03%$34,988HYP-MKTW
59OSSONE STOP SYSTEMS INCTechnology0.03%$34,810HYP-OSS
60TSSITSS INCTechnology0.03%$30,512HYP-TSSI
61AVNWAVIAT NETWORKS INCTechnology0.03%$29,944HYP-AVNW
62HCKTHACKETT GROUP INCTechnology0.03%$29,008HYP-HCKT
63TBCHTURTLE BEACH CORPTechnology0.03%$28,752HYP-TBCH
64ASYSAMTECH SYSTEMS INCTechnology0.03%$26,915HYP-ASYS
65QUIKQUICKLOGIC CORPTechnology0.03%$26,380HYP-QUIK
66ALOTASTRONOVA INCTechnology0.02%$24,688HYP-ALOT
67ATOMATOMERA INCTechnology0.02%$24,231HYP-ATOM
68LTRXLANTRONIX INCTechnology0.02%$23,006HYP-LTRX
69INTTINTEST CORPTechnology0.02%$18,808HYP-INTT
70EXODEXODUS MOVEMENT INCTechnology0.02%$16,915HYP-EXOD
71DMRCDIGIMARC CORPTechnology0.01%$14,833HYP-DMRC
72INSGINSEEGO CORPTechnology0.01%$13,574HYP-INSG
73SSTISOUNDTHINKING INCTechnology0.01%$12,394HYP-SSTI
74AIRGAIRGAIN INCTechnology0.01%$8,452HYP-AIRG
75WFCFWHERE FOOD COMES FROM INCTechnology0.01%$7,060HYP-WFCF
76STEMSTEM INCTechnology0.01%$6,247HYP-STEM
77ACFNACORN ENERGY INCTechnology0.01%$5,635HYP-ACFN

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

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