Portfolio (Quarterly) Guide ↗

Foundry Financial Group, Inc.

· CIK 0002007960

13F Portfolio $202M AUM 70 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 27 Added 24 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWD	ISHARES TR	—	1,422	$299K	0.15%	SOLD
2	IJH	ISHARES TR	—	3,402	$225K	0.11%	SOLD
3	IBM	INTERNATIONAL BUSINESS MACHS	Technology	700	$207K	0.10%	SOLD

Sector Allocation

Technology 37.4%

Financial Services 36.1%

Communication Services 13.4%

Consumer Cyclical 7.9%

Healthcare 2.7%

Energy 2.4%