Valley Forge Capital Management·CIK 1364558
57
Positions
$591.1M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q3 2009
Portfolio Value Over Time
| NEW |
| 3 | OXY | 2.10% | $12,396,000 | NEW |
| 4 | APAXXXX | 2.08% | $12,291,000 | NEW |
| 5 | WPI | 2.06% | $12,181,000 | NEW |
| 6 | JPM | 2.06% | $12,180,000 | NEW |
| 7 | FIS | 2.03% | $11,998,000 | NEW |
| 8 | LLLXXXX | 2.02% | $11,958,000 | NEW |
| 9 | MHS | 2.00% | $11,799,000 | NEW |
| 10 | INTC | 1.97% | $11,628,000 | NEW |
| 11 | NBL | 1.95% | $11,503,000 | NEW |
| 12 | MUR | 1.87% | $11,053,000 | NEW |
| 13 | SUG | 1.52% | $9,009,000 | NEW |
| 14 | GLW | 1.50% | $8,852,000 | NEW |
| 15 | LZ | 2.31% | $13,641,000 | ▲ +1.2% |
| 16 | AAPL | 1.04% | $6,137,000 | NEW |
| 17 | PXP | 1.03% | $6,081,000 | NEW |
| 18 | CPB | 1.03% | $6,071,000 | NEW |
| 19 | WMS | 2.42% | $14,302,000 | ▲ +0.4% |
| 20 | WYND | 2.50% | $14,794,000 | ▲ +0.3% |
| 21 | MCK | 2.39% | $14,122,000 | ▲ +0.3% |
| 22 | AFL | 2.19% | $12,921,000 | ▲ +0.3% |
| 23 | FCX | 2.19% | $12,962,000 | ▲ +0.3% |
| 24 | GS | 2.65% | $15,647,000 | ▲ +0.2% |
| 25 | JEF | 2.18% | $12,858,000 | ▲ +0.2% |
| 26 | AROPQXXXX | 2.20% | $13,028,000 | ▲ +0.2% |
| 27 | CCE | 1.97% | $11,635,000 | ▲ +0.2% |
| 28 | FDS | 1.67% | $9,868,000 | ▲ +0.2% |
| 29 | HPQXXXX | 2.29% | $13,524,000 | ▲ +0.1% |
| 30 | NE | 1.91% | $11,305,000 | ▲ +0.1% |
| 31 | DVN | 1.92% | $11,369,000 | ▲ +0.1% |
| 32 | RTN | 1.94% | $11,482,000 | ▲ +0.1% |
| 33 | GOOGLXXXX | 2.22% | $13,112,000 | ▲ +0% |
| 34 | GAP | 1.09% | $6,418,000 | ▲ +0.1% |
| 35 | TGT | 1.73% | $10,251,000 | ▲ +0% |
| 36 | ROST | 1.15% | $6,799,000 | ▲ +0.1% |