Valley Forge Capital Management·CIK 1364558
57
Positions
$754.5M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q3 2008
Portfolio Value Over Time
| NEW |
| 3 | JNJ | 2.62% | $19,743,000 | NEW |
| 4 | MCK | 2.54% | $19,153,000 | NEW |
| 5 | PEP | 2.52% | $19,012,000 | NEW |
| 6 | IBM | 2.49% | $18,762,000 | NEW |
| 7 | MCD | 2.45% | $18,468,000 | NEW |
| 8 | ROST | 2.44% | $18,401,000 | NEW |
| 9 | LLLXXXX | 2.42% | $18,249,000 | NEW |
| 10 | HCBK | 2.37% | $17,908,000 | NEW |
| 11 | CVX | 2.28% | $17,222,000 | NEW |
| 12 | XOM | 2.27% | $17,135,000 | NEW |
| 13 | HAS | 2.23% | $16,831,000 | NEW |
| 14 | OXY | 2.22% | $16,729,000 | NEW |
| 15 | APAXXXX | 2.19% | $16,502,000 | NEW |
| 16 | RJF | 2.18% | $16,480,000 | NEW |
| 17 | BAX | 2.16% | $16,314,000 | NEW |
| 18 | TMK | 2.16% | $16,279,000 | NEW |
| 19 | R | 2.15% | $16,232,000 | NEW |
| 20 | XEC | 2.14% | $16,152,000 | NEW |
| 21 | SNA | 2.13% | $16,089,000 | NEW |
| 22 | NTRS | 2.13% | $16,083,000 | NEW |
| 23 | STJ | 2.11% | $15,915,000 | NEW |
| 24 | HES | 2.08% | $15,663,000 | NEW |
| 25 | ITW | 2.07% | $15,615,000 | NEW |
| 26 | ECA | 2.06% | $15,535,000 | NEW |
| 27 | TJX | 2.06% | $15,514,000 | NEW |
| 28 | MDU | 2.03% | $15,333,000 | NEW |
| 29 | ITTXXXX | 2.02% | $15,246,000 | NEW |
| 30 | KO | 2.01% | $15,150,000 | NEW |
| 31 | PX | 1.97% | $14,836,000 | NEW |
| 32 | DOV | 1.96% | $14,790,000 | NEW |
| 33 | DVN | 1.93% | $14,531,000 | NEW |
| 34 | GD | 1.86% | $14,011,000 | NEW |
| 35 | NSM | 1.86% | $13,997,000 | NEW |
| 36 | EMR | 1.82% | $13,736,000 | NEW |
| 37 | CBE | 1.77% | $13,364,000 | NEW |
| 38 | MUR | 1.73% | $13,056,000 | NEW |
| 39 | WLLXXXX | 1.65% | $12,455,000 | NEW |
| 40 | AZO | 1.64% | $12,363,000 | NEW |
| 41 | AMGN | 1.63% | $12,320,000 | NEW |
| 42 | ARG | 1.56% | $11,768,000 | NEW |
| 43 | SPXCXXXX | 1.55% | $11,721,000 | NEW |
| 44 | YUM | 1.42% | $10,692,000 | NEW |
| 45 | CF | 1.34% | $10,130,000 | NEW |
| 46 | UNM | 1.06% | $8,000,000 | NEW |
| 47 | GPN | 1.04% | $7,869,000 | NEW |
| 48 | CSX | 1.04% | $7,861,000 | NEW |
| 49 | IP | 0.97% | $7,346,000 | NEW |
| 50 | QLGC | 0.93% | $7,043,000 | NEW |
| 51 | UNP | 0.91% | $6,839,000 | NEW |
| 52 | KSU | 0.03% | $253,000 | NEW |
| 53 | GIS | 0.03% | $234,000 | NEW |
| 54 | RSHCQ | 0.03% | $225,000 | NEW |
| 55 | HELE | 0.03% | $212,000 | NEW |
| 56 | AOS | 0.03% | $208,000 | NEW |
| 57 | IGTE | 0.02% | $128,000 | NEW |