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Portfolio (Quarterly) Guide ↗

Foundry Financial Group, Inc.

· CIK 0002007960
13F Portfolio $231M AUM 80 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 35 Added 19 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JTEK J P MORGAN EXCHANGE TRADED F 85,879.0 $9.6M 4.14% -7K -7.9% $111.55 -10.1%
2 EMXC ISHARES INC 89,756.0 $9.2M 3.97% -4K -4.0% $102.30 -1.2%
3 IEMG ISHARES INC 68,675.0 $5.7M 2.46% -2K -3.1% $82.84 +1.0%
4 QUAL ISHARES TR 8,557.0 $1.9M 0.81% -2K -18.4% $219.43 +1.4%
5 IBDR ISHARES TR 68,724.0 $1.7M 0.72% -2K -3.1% $24.23 -0.2%
6 JHML JOHN HANCOCK EXCHANGE TRADED 17,407.0 $1.6M 0.67% -2K -9.4% $89.18 +2.0%
7 NVDA NVIDIA CORPORATION Technology 6,506.0 $1.3M 0.56% -225.0 -3.3% $200.09 +15.1%
8 SHY ISHARES TR 14,546.0 $1.2M 0.52% -666.0 -4.4% $82.11 -0.5%
9 ISHARES TR 36,835.0 $843K 0.36% -2K -5.5% $22.89
10 GOOG ALPHABET INC 1,715.0 $606K 0.26% -219.0 -11.3% $353.33
11 MU MICRON TECHNOLOGY INC Technology 509.0 $588K 0.25% -104.0 -17.0% $1154.29 -11.9%
12 PFEB INNOVATOR ETFS TRUST 13,512.0 $582K 0.25% -105.0 -0.8% $43.06 +2.4%
13 IBMO ISHARES TR 22,141.0 $568K 0.24% -3K -10.4% $25.64 -0.1%
14 VLUE ISHARES TR 2,108.0 $421K 0.18% -1K -33.2% $199.81 +2.9%
15 IJR ISHARES TR 2,446.0 $363K 0.16% -234.0 -8.7% $148.31 -2.0%
16 META META PLATFORMS INC Communication Services 554.0 $312K 0.14% -4.0 -0.7% $563.29 +9.5%
17 PNOV INNOVATOR ETFS TRUST 6,827.0 $303K 0.13% -411.0 -5.7% $44.35 +2.7%
18 LLY ELI LILLY & CO Healthcare 227.0 $272K 0.12% -50.0 -18.1% $1199.43 -4.3%
19 XSHQ INVESCO EXCH TRADED FD TR II 5,213.0 $252K 0.11% -2K -30.6% $48.35 -0.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.7%
Financial Services 24.7%
Consumer Cyclical 13.8%
Communication Services 7.6%
Healthcare 4.2%