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
| SOLD |
| 3 | ROST | 2.44% | $18,401,000 | SOLD |
| 4 | CVX | 2.28% | $17,222,000 | SOLD |
| 5 | XOM | 2.27% | $17,135,000 | SOLD |
| 6 | HAS | 2.23% | $16,831,000 | SOLD |
| 7 | OXY | 2.22% | $16,729,000 | SOLD |
| 8 | APAXXXX | 2.19% | $16,502,000 | SOLD |
| 9 | RJF | 2.18% | $16,480,000 | SOLD |
| 10 | R | 2.15% | $16,232,000 | SOLD |
| 11 | XEC | 2.14% | $16,152,000 | SOLD |
| 12 | SNA | 2.13% | $16,089,000 | SOLD |
| 13 | NTRS | 2.13% | $16,083,000 | SOLD |
| 14 | STJ | 2.11% | $15,915,000 | SOLD |
| 15 | HES | 2.08% | $15,663,000 | SOLD |
| 16 | ITW | 2.07% | $15,615,000 | SOLD |
| 17 | ECA | 2.06% | $15,535,000 | SOLD |
| 18 | TJX | 2.06% | $15,514,000 | SOLD |
| 19 | MDU | 2.03% | $15,333,000 | SOLD |
| 20 | ITTXXXX | 2.02% | $15,246,000 | SOLD |
| 21 | KO | 2.01% | $15,150,000 | SOLD |
| 22 | PX | 1.97% | $14,836,000 | SOLD |
| 23 | DOV | 1.96% | $14,790,000 | SOLD |
| 24 | DVN | 1.93% | $14,531,000 | SOLD |
| 25 | NSM | 1.86% | $13,997,000 | SOLD |
| 26 | EMR | 1.82% | $13,736,000 | SOLD |
| 27 | CBE | 1.77% | $13,364,000 | SOLD |
| 28 | MUR | 1.73% | $13,056,000 | SOLD |
| 29 | WLLXXXX | 1.65% | $12,455,000 | SOLD |
| 30 | AZO | 1.64% | $12,363,000 | SOLD |
| 31 | SPXCXXXX | 1.55% | $11,721,000 | SOLD |
| 32 | YUM | 1.42% | $10,692,000 | SOLD |
| 33 | CF | 1.34% | $10,130,000 | SOLD |
| 34 | HCBK | 1.73% | $9,591,000 | ▼ -0.6% |
| 35 | JNJ | 2.07% | $11,482,000 | ▼ -0.6% |
| 36 | GPN | 1.04% | $7,869,000 | SOLD |
| 37 | IP | 0.97% | $7,346,000 | SOLD |
| 38 | QLGC | 0.93% | $7,043,000 | SOLD |
| 39 | NSC | 2.69% | $14,949,000 | ▼ -0.1% |
| 40 | MCD | 2.22% | $12,316,000 | ▼ -0.2% |
| 41 | IBM | 2.34% | $13,013,000 | ▼ -0.2% |
| 42 | TMK | 2.14% | $11,892,000 | ▼ -0% |
| 43 | CSX | 0.82% | $4,567,000 | ▼ -0.2% |
| 44 | UNP | 0.79% | $4,379,000 | ▼ -0.1% |
| 45 | KSU | 0.03% | $253,000 | SOLD |
| 46 | RSHCQ | 0.03% | $225,000 | SOLD |
| 47 | HELE | 0.03% | $212,000 | SOLD |
| 48 | AOS | 0.03% | $208,000 | SOLD |
| 49 | IGTE | 0.02% | $128,000 | SOLD |