Valley Forge Capital Management·CIK 1364558
57
Positions
$522.7M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q2 2009
Portfolio Value Over Time
| NEW |
| 3 | GOOGLXXXX | 2.20% | $11,518,000 | NEW |
| 4 | COH | 2.20% | $11,493,000 | NEW |
| 5 | WYND | 2.16% | $11,308,000 | NEW |
| 6 | FPL | 2.12% | $11,077,000 | NEW |
| 7 | NIHDQ | 2.09% | $10,918,000 | NEW |
| 8 | PCG | 2.06% | $10,766,000 | NEW |
| 9 | YUM | 2.06% | $10,757,000 | NEW |
| 10 | AROPQXXXX | 2.03% | $10,606,000 | NEW |
| 11 | WMS | 1.99% | $10,409,000 | NEW |
| 12 | JEF | 1.98% | $10,370,000 | NEW |
| 13 | SWN | 1.96% | $10,268,000 | NEW |
| 14 | WFC | 1.93% | $10,102,000 | NEW |
| 15 | FCX | 1.87% | $9,787,000 | NEW |
| 16 | AFL | 1.86% | $9,713,000 | NEW |
| 17 | TXN | 1.83% | $9,558,000 | NEW |
| 18 | DVN | 1.81% | $9,485,000 | NEW |
| 19 | CCE | 1.78% | $9,329,000 | NEW |
| 20 | TGT | 1.71% | $8,939,000 | NEW |
| 21 | MDTXXXX | 1.18% | $6,149,000 | NEW |
| 22 | LZ | 1.15% | $5,994,000 | NEW |
| 23 | RAH | 1.08% | $5,655,000 | NEW |
| 24 | CF | 1.00% | $5,222,000 | NEW |
| 25 | GAP | 0.97% | $5,077,000 | NEW |
| 26 | ECA | 0.97% | $5,064,000 | NEW |
| 27 | LNC | 0.96% | $5,007,000 | NEW |
| 28 | GR | 2.65% | $13,841,000 | ▲ +0.6% |
| 29 | TMK | 1.86% | $9,705,000 | ▲ +0.5% |
| 30 | RIG | 2.46% | $12,855,000 | ▲ +0.5% |
| 31 | ESRXXXXX | 1.24% | $6,483,000 | ▲ +0.4% |
| 32 | MCK | 2.07% | $10,809,000 | ▲ +0.4% |
| 33 | FLR | 1.13% | $5,901,000 | ▲ +0.3% |
| 34 | UNM | 1.75% | $9,171,000 | ▲ +0.3% |
| 35 | FISV | 1.33% | $6,927,000 | ▲ +0.3% |
| 36 | RTN | 1.85% | $9,671,000 | ▲ +0.2% |
| 37 | EXC | 1.92% | $10,050,000 | ▲ +0.2% |
| 38 | CL | 1.10% | $5,732,000 | ▲ +0.2% |
| 39 | IBM | 3.03% | $15,856,000 | ▲ +0.1% |
| 40 | JNJ | 2.05% | $10,709,000 | ▲ +0.1% |
| 41 | ROST | 1.09% | $5,676,000 | ▲ +0.1% |
| 42 | SYMC | 2.05% | $10,732,000 | ▲ +0% |
| 43 | LLY | 2.08% | $10,889,000 | ▲ +0% |
| 44 | BAX | 2.40% | $12,533,000 | ▲ +0% |