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Portfolio (Quarterly) Guide ↗

Foundry Financial LLC

· CIK 0002085325
13F Portfolio $297M AUM 86 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 46 Added 13 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MINT PIMCO ETF TR 20,385 $2.1M 0.87% SOLD
Sector Allocation
Technology 38.2%
Financial Services 21.2%
Communication Services 14.4%
Healthcare 9.0%
Consumer Cyclical 8.0%
Consumer Defensive 4.0%
Industrials 3.5%
Utilities 1.7%