Valley Forge Capital Management·CIK 1364558
56
Positions
$395.7M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q1 2010
Portfolio Value Over Time
| SOLD |
| 3 | OXY | 2.08% | $12,223,000 | SOLD |
| 4 | NBL | 2.01% | $11,804,000 | SOLD |
| 5 | BMY | 1.96% | $11,552,000 | SOLD |
| 6 | YUM | 1.77% | $10,389,000 | SOLD |
| 7 | SRE | 1.53% | $8,973,000 | SOLD |
| 8 | CMS | 1.50% | $8,821,000 | SOLD |
| 9 | GOOGLXXXX | 2.29% | $9,071,000 | ▼ -0.4% |
| 10 | IBM | 2.61% | $10,311,000 | ▼ -0.2% |
| 11 | ITW | 1.06% | $6,209,000 | SOLD |
| 12 | KFT | 1.04% | $6,106,000 | SOLD |
| 13 | PFE | 1.01% | $5,960,000 | SOLD |
| 14 | PXP | 0.98% | $5,765,000 | SOLD |
| 15 | DVN | 1.68% | $6,631,000 | ▼ -0.3% |
| 16 | APAXXXX | 2.06% | $8,149,000 | ▼ -0.2% |
| 17 | TXN | 1.84% | $7,276,000 | ▼ -0.2% |
| 18 | GS | 2.21% | $8,746,000 | ▼ -0.1% |
| 19 | GLW | 2.39% | $9,457,000 | ▼ -0% |
| 20 | HPQXXXX | 2.33% | $9,212,000 | ▼ -0.1% |
| 21 | MCK | 2.34% | $9,265,000 | ▼ -0.1% |
| 22 | BAX | 2.03% | $8,031,000 | ▼ -0.1% |
| 23 | MSFT | 1.87% | $7,404,000 | ▼ -0.2% |
| 24 | MHS | 2.08% | $8,235,000 | ▼ -0.1% |
| 25 | MMM | 2.01% | $7,964,000 | ▼ -0.1% |
| 26 | PCG | 1.76% | $6,948,000 | ▼ -0.2% |
| 27 | AXP | 1.96% | $7,744,000 | ▼ -0.1% |
| 28 | LLLXXXX | 2.08% | $8,221,000 | ▼ -0% |
| 29 | WPI | 2.11% | $8,356,000 | ▼ -0% |
| 30 | NE | 1.90% | $7,508,000 | ▼ -0.1% |
| 31 | FCX | 1.89% | $7,471,000 | ▼ -0.1% |
| 32 | PG | 1.94% | $7,687,000 | ▼ -0% |
| 33 | CVX | 1.62% | $6,403,000 | ▼ -0.1% |
| 34 | WDC | 0.90% | $3,568,000 | ▼ -0.2% |
| 35 | CL | 1.01% | $3,980,000 | ▼ -0% |
| 36 | CPB | 1.00% | $3,967,000 | ▼ -0% |