Valley Forge Capital Management·CIK 1364558
55
Positions
$587.9M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q4 2009
Portfolio Value Over Time
| NEW |
| 3 | MSFT | 2.06% | $12,136,000 | NEW |
| 4 | AXP | 2.04% | $12,001,000 | NEW |
| 5 | PG | 1.97% | $11,593,000 | NEW |
| 6 | JWN | 1.86% | $10,911,000 | NEW |
| 7 | TRV | 1.81% | $10,612,000 | NEW |
| 8 | WFC | 1.80% | $10,591,000 | NEW |
| 9 | CVX | 1.75% | $10,274,000 | NEW |
| 10 | DD | 1.72% | $10,120,000 | NEW |
| 11 | SRE | 1.53% | $8,973,000 | NEW |
| 12 | CMS | 1.50% | $8,821,000 | NEW |
| 13 | PCLN | 1.25% | $7,348,000 | NEW |
| 14 | CSCO | 1.13% | $6,667,000 | NEW |
| 15 | WDC | 1.09% | $6,385,000 | NEW |
| 16 | ITW | 1.06% | $6,209,000 | NEW |
| 17 | TXN | 2.07% | $12,197,000 | ▲ +1% |
| 18 | KFT | 1.04% | $6,106,000 | NEW |
| 19 | PFE | 1.01% | $5,960,000 | NEW |
| 20 | GLW | 2.44% | $14,320,000 | ▲ +0.9% |
| 21 | GAP | 1.85% | $10,855,000 | ▲ +0.8% |
| 22 | AAPL | 1.54% | $9,074,000 | ▲ +0.5% |
| 23 | GOOGLXXXX | 2.65% | $15,595,000 | ▲ +0.4% |
| 24 | MHS | 2.20% | $12,950,000 | ▲ +0.2% |
| 25 | APAXXXX | 2.23% | $13,118,000 | ▲ +0.1% |
| 26 | BMY | 1.96% | $11,552,000 | ▲ +0.1% |
| 27 | DGX | 1.06% | $6,205,000 | ▲ +0.1% |
| 28 | PCG | 1.96% | $11,512,000 | ▲ +0.1% |
| 29 | HPQXXXX | 2.39% | $14,027,000 | ▲ +0.1% |
| 30 | LLLXXXX | 2.11% | $12,397,000 | ▲ +0.1% |
| 31 | DVN | 2.01% | $11,808,000 | ▲ +0.1% |
| 32 | MCD | 1.80% | $10,568,000 | ▲ +0.1% |
| 33 | AFL | 2.26% | $13,287,000 | ▲ +0.1% |
| 34 | WPI | 2.13% | $12,511,000 | ▲ +0.1% |
| 35 | NBL | 2.01% | $11,804,000 | ▲ +0.1% |
| 36 | RTN | 1.99% | $11,724,000 | ▲ +0.1% |
| 37 | NE | 1.96% | $11,518,000 | ▲ +0.1% |
| 38 | CL | 1.04% | $6,107,000 | ▲ +0% |