Valley Forge Capital Management·CIK 1364558
58
Positions
$523.0M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q1 2009
Portfolio Value Over Time
| NEW |
| 3 | NE | 2.33% | $12,173,000 | NEW |
| 4 | MYGN | 2.24% | $11,700,000 | NEW |
| 5 | BMC | 2.22% | $11,622,000 | NEW |
| 6 | STT | 2.16% | $11,312,000 | NEW |
| 7 | ADM | 2.13% | $11,163,000 | NEW |
| 8 | GR | 2.06% | $10,766,000 | NEW |
| 9 | SYMC | 2.02% | $10,563,000 | NEW |
| 10 | NTRS | 2.01% | $10,497,000 | NEW |
| 11 | RIG | 2.00% | $10,453,000 | NEW |
| 12 | FMC | 1.97% | $10,326,000 | NEW |
| 13 | TDWXXXX | 1.95% | $10,203,000 | NEW |
| 14 | EXC | 1.75% | $9,144,000 | NEW |
| 15 | MCK | 1.69% | $8,837,000 | NEW |
| 16 | OCR | 1.37% | $7,189,000 | NEW |
| 17 | LUMNXXXX | 1.36% | $7,138,000 | NEW |
| 18 | DRI | 1.17% | $6,137,000 | NEW |
| 19 | NYCBXXXX | 1.11% | $5,804,000 | NEW |
| 20 | FISV | 1.08% | $5,668,000 | NEW |
| 21 | ROST | 1.03% | $5,413,000 | NEW |
| 22 | SMG | 1.03% | $5,369,000 | NEW |
| 23 | GHL | 1.02% | $5,332,000 | NEW |
| 24 | BMY | 2.14% | $11,178,000 | ▲ +1% |
| 25 | AAP | 0.97% | $5,070,000 | NEW |
| 26 | KR | 0.90% | $4,704,000 | NEW |
| 27 | IBM | 2.89% | $15,096,000 | ▲ +0.6% |
| 28 | NOVXXXX | 2.40% | $12,530,000 | ▲ +0.5% |
| 29 | CTSH | 1.91% | $9,986,000 | ▲ +0.4% |
| 30 | FDS | 1.50% | $7,866,000 | ▲ +0.3% |
| 31 | BAX | 2.38% | $12,444,000 | ▲ +0% |
| 32 | MON | 1.94% | $10,138,000 | ▲ +0% |
| 33 | FLO | 1.41% | $7,349,000 | ▲ +0% |