Valley Forge Capital Management·CIK 1364558
54
Positions
$554.9M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q4 2008
Portfolio Value Over Time
| 3 | LLY | 2.33% | $12,951,000 | NEW |
| 4 | SUN | 2.32% | $12,861,000 | NEW |
| 5 | GIS | 2.29% | $12,681,000 | ▲ +2.3% |
| 6 | ESINQ | 2.23% | $12,364,000 | NEW |
| 7 | CA | 2.21% | $12,259,000 | NEW |
| 8 | VLO | 2.21% | $12,253,000 | NEW |
| 9 | DLTR | 2.20% | $12,190,000 | NEW |
| 10 | APOL | 2.19% | $12,173,000 | NEW |
| 11 | GILD | 2.18% | $12,106,000 | NEW |
| 12 | HRS | 2.16% | $12,005,000 | NEW |
| 13 | GWW | 2.16% | $11,985,000 | NEW |
| 14 | UTX | 2.13% | $11,803,000 | NEW |
| 15 | D | 2.07% | $11,473,000 | NEW |
| 16 | RTN | 2.03% | $11,292,000 | NEW |
| 17 | NST | 2.00% | $11,073,000 | NEW |
| 18 | ESRXXXXX | 1.96% | $10,892,000 | NEW |
| 19 | FPL | 1.94% | $10,742,000 | NEW |
| 20 | PG | 1.92% | $10,631,000 | NEW |
| 21 | NOVXXXX | 1.91% | $10,583,000 | NEW |
| 22 | MON | 1.90% | $10,522,000 | NEW |
| 23 | FDO | 1.80% | $9,994,000 | NEW |
| 24 | RGA | 1.76% | $9,758,000 | NEW |
| 25 | AFL | 1.64% | $9,094,000 | NEW |
| 26 | ED | 1.59% | $8,837,000 | NEW |
| 27 | CTSH | 1.55% | $8,605,000 | NEW |
| 28 | GVA | 1.52% | $8,436,000 | NEW |
| 29 | ORCL | 1.39% | $7,716,000 | NEW |
| 30 | POT | 1.39% | $7,712,000 | NEW |
| 31 | FLO | 1.37% | $7,589,000 | NEW |
| 32 | FDS | 1.24% | $6,902,000 | NEW |
| 33 | HAL | 1.11% | $6,180,000 | NEW |
| 34 | BMY | 1.10% | $6,078,000 | NEW |
| 35 | SWY | 1.05% | $5,802,000 | NEW |
| 36 | CL | 1.02% | $5,669,000 | NEW |
| 37 | GPC | 0.95% | $5,252,000 | NEW |
| 38 | WFT | 0.91% | $5,058,000 | NEW |
| 39 | HPQXXXX | 2.95% | $16,346,000 | ▲ +0.1% |
| 40 | SYK | 0.84% | $4,662,000 | NEW |
| 41 | BAX | 2.33% | $12,930,000 | ▲ +0.2% |
| 42 | GD | 1.93% | $10,692,000 | ▲ +0.1% |
| 43 | UNM | 1.97% | $10,946,000 | ▲ +0.9% |
| 44 | ARG | 1.63% | $9,049,000 | ▲ +0.1% |
| 45 | AMGN | 2.11% | $11,716,000 | ▲ +0.5% |