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
| SOLD |
| 3 | JEF | 2.18% | $12,858,000 | SOLD |
| 4 | ASHXXXX | 2.10% | $12,403,000 | SOLD |
| 5 | FIS | 2.03% | $11,998,000 | SOLD |
| 6 | CCE | 1.97% | $11,635,000 | SOLD |
| 7 | INTC | 1.97% | $11,628,000 | SOLD |
| 8 | JNJ | 1.89% | $11,160,000 | SOLD |
| 9 | MUR | 1.87% | $11,053,000 | SOLD |
| 10 | FPL | 1.76% | $10,418,000 | SOLD |
| 11 | TGT | 1.73% | $10,251,000 | SOLD |
| 12 | LLY | 1.69% | $10,012,000 | SOLD |
| 13 | SUG | 1.52% | $9,009,000 | SOLD |
| 14 | FISV | 1.20% | $7,074,000 | SOLD |
| 15 | MDTXXXX | 1.06% | $6,281,000 | SOLD |
| 16 | ECA | 0.97% | $5,712,000 | SOLD |
| 17 | FLR | 0.96% | $5,657,000 | SOLD |
| 18 | FDO | 0.94% | $5,574,000 | SOLD |
| 19 | RAH | 0.89% | $5,265,000 | SOLD |
| 20 | AAP | 0.77% | $4,562,000 | SOLD |
| 21 | WYND | 2.16% | $12,695,000 | ▼ -0.3% |
| 22 | GS | 2.32% | $13,626,000 | ▼ -0.3% |
| 23 | LZ | 2.04% | $12,011,000 | ▼ -0.3% |
| 24 | FCX | 1.94% | $11,413,000 | ▼ -0.3% |
| 25 | JPM | 1.87% | $10,997,000 | ▼ -0.2% |
| 26 | ROST | 0.98% | $5,778,000 | ▼ -0.2% |
| 27 | IBM | 2.82% | $16,569,000 | ▼ -0.2% |
| 28 | UNM | 1.07% | $6,311,000 | ▼ -0.2% |
| 29 | FDS | 1.59% | $9,332,000 | ▼ -0.1% |
| 30 | TMK | 1.81% | $10,652,000 | ▼ -0.1% |
| 31 | PXP | 0.98% | $5,765,000 | ▼ -0.1% |
| 32 | BAX | 2.17% | $12,771,000 | ▼ -0% |
| 33 | OXY | 2.08% | $12,223,000 | ▼ -0% |