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
| SOLD |
| 3 | SNPS | 2.22% | $11,598,000 | SOLD |
| 4 | BMC | 2.22% | $11,597,000 | SOLD |
| 5 | COH | 2.20% | $11,493,000 | SOLD |
| 6 | NIHDQ | 2.09% | $10,918,000 | SOLD |
| 7 | SYMC | 2.05% | $10,732,000 | SOLD |
| 8 | SWN | 1.96% | $10,268,000 | SOLD |
| 9 | WFC | 1.93% | $10,102,000 | SOLD |
| 10 | EXC | 1.92% | $10,050,000 | SOLD |
| 11 | FLO | 1.27% | $6,656,000 | SOLD |
| 12 | ESRXXXXX | 1.24% | $6,483,000 | SOLD |
| 13 | DGX | 0.96% | $5,654,000 | ▼ -1.3% |
| 14 | HCBK | 1.12% | $5,860,000 | SOLD |
| 15 | CF | 1.00% | $5,222,000 | SOLD |
| 16 | TDWXXXX | 0.99% | $5,179,000 | SOLD |
| 17 | LNC | 0.96% | $5,007,000 | SOLD |
| 18 | KR | 0.91% | $4,759,000 | SOLD |
| 19 | TXN | 1.02% | $6,049,000 | ▼ -0.8% |
| 20 | UNM | 1.23% | $7,293,000 | ▼ -0.5% |
| 21 | IBM | 2.97% | $17,585,000 | ▼ -0.1% |
| 22 | LLY | 1.69% | $10,012,000 | ▼ -0.4% |
| 23 | BMY | 1.83% | $10,833,000 | ▼ -0.1% |
| 24 | FDO | 0.94% | $5,574,000 | ▼ -0.3% |
| 25 | FPL | 1.76% | $10,418,000 | ▼ -0.4% |
| 26 | BAX | 2.21% | $13,053,000 | ▼ -0.2% |
| 27 | JNJ | 1.89% | $11,160,000 | ▼ -0.2% |
| 28 | AAP | 0.77% | $4,562,000 | ▼ -0.2% |
| 29 | MCD | 1.72% | $10,159,000 | ▼ -0.3% |
| 30 | RAH | 0.89% | $5,265,000 | ▼ -0.2% |
| 31 | FLR | 0.96% | $5,657,000 | ▼ -0.2% |
| 32 | CL | 1.01% | $5,974,000 | ▼ -0.1% |
| 33 | PCG | 1.86% | $10,980,000 | ▼ -0.2% |
| 34 | YUM | 1.78% | $10,550,000 | ▼ -0.3% |
| 35 | FISV | 1.20% | $7,074,000 | ▼ -0.1% |
| 36 | MDTXXXX | 1.06% | $6,281,000 | ▼ -0.1% |