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
| SOLD |
| 3 | CA | 2.21% | $12,259,000 | SOLD |
| 4 | VLO | 2.21% | $12,253,000 | SOLD |
| 5 | HRS | 2.16% | $12,005,000 | SOLD |
| 6 | GWW | 2.16% | $11,985,000 | SOLD |
| 7 | UTX | 2.13% | $11,803,000 | SOLD |
| 8 | AMGN | 2.11% | $11,716,000 | SOLD |
| 9 | FPL | 1.94% | $10,742,000 | SOLD |
| 10 | PG | 1.92% | $10,631,000 | SOLD |
| 11 | FLR | 0.78% | $4,078,000 | ▼ -1.8% |
| 12 | AFL | 1.64% | $9,094,000 | SOLD |
| 13 | ARG | 1.63% | $9,049,000 | SOLD |
| 14 | ED | 1.59% | $8,837,000 | SOLD |
| 15 | GVA | 1.52% | $8,436,000 | SOLD |
| 16 | ORCL | 1.39% | $7,716,000 | SOLD |
| 17 | POT | 1.39% | $7,712,000 | SOLD |
| 18 | ESRXXXXX | 0.85% | $4,469,000 | ▼ -1.1% |
| 19 | APOL | 1.14% | $5,955,000 | ▼ -1.1% |
| 20 | HAL | 1.11% | $6,180,000 | SOLD |
| 21 | GPC | 0.95% | $5,252,000 | SOLD |
| 22 | WFT | 0.91% | $5,058,000 | SOLD |
| 23 | SUN | 1.51% | $7,893,000 | ▼ -0.8% |
| 24 | TMK | 1.35% | $7,053,000 | ▼ -0.8% |
| 25 | SYK | 0.84% | $4,662,000 | SOLD |
| 26 | CSX | 0.82% | $4,567,000 | SOLD |
| 27 | UNM | 1.42% | $7,416,000 | ▼ -0.6% |
| 28 | RTN | 1.66% | $8,696,000 | ▼ -0.4% |
| 29 | HCBK | 1.35% | $7,083,000 | ▼ -0.4% |
| 30 | DLTR | 1.85% | $9,695,000 | ▼ -0.4% |
| 31 | FDO | 1.45% | $7,558,000 | ▼ -0.4% |
| 32 | RGA | 1.42% | $7,432,000 | ▼ -0.3% |
| 33 | LLY | 2.06% | $10,790,000 | ▼ -0.3% |
| 34 | AET | 2.46% | $12,885,000 | ▼ -0.2% |
| 35 | GD | 1.65% | $8,610,000 | ▼ -0.3% |
| 36 | ESINQ | 2.02% | $10,564,000 | ▼ -0.2% |
| 37 | HPQXXXX | 2.78% | $14,563,000 | ▼ -0.2% |
| 38 | D | 1.91% | $10,005,000 | ▼ -0.2% |
| 39 | MCD | 2.08% | $10,900,000 | ▼ -0.1% |
| 40 | NST | 1.86% | $9,712,000 | ▼ -0.1% |
| 41 | JNJ | 1.95% | $10,176,000 | ▼ -0.1% |
| 42 | GILD | 2.11% | $11,014,000 | ▼ -0.1% |
| 43 | LLLXXXX | 2.37% | $12,378,000 | ▼ -0% |
| 44 | SWY | 0.95% | $4,958,000 | ▼ -0.1% |
| 45 | CL | 0.94% | $4,909,000 | ▼ -0.1% |
| 46 | UNP | 0.73% | $3,795,000 | ▼ -0.1% |