Valley Forge Capital Management·CIK 1364558
57
Positions
$313.3M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q2 2010
Portfolio Value Over Time
| NEW |
| 3 | UAUA | 1.86% | $5,826,000 | NEW |
| 4 | GCIXXXX | 1.82% | $5,698,000 | NEW |
| 5 | UNP | 1.79% | $5,616,000 | NEW |
| 6 | SYK | 1.75% | $5,477,000 | NEW |
| 7 | DOW | 1.71% | $5,356,000 | NEW |
| 8 | CXXXX | 1.65% | $5,180,000 | NEW |
| 9 | GILD | 1.63% | $5,111,000 | NEW |
| 10 | WHR | 1.62% | $5,067,000 | NEW |
| 11 | SJM | 1.61% | $5,041,000 | NEW |
| 12 | AZO | 1.13% | $3,555,000 | NEW |
| 13 | FSLR | 1.13% | $3,528,000 | NEW |
| 14 | ABT | 1.09% | $3,402,000 | NEW |
| 15 | MAT | 1.08% | $3,375,000 | NEW |
| 16 | HES | 1.06% | $3,334,000 | NEW |
| 17 | CVS | 0.96% | $3,015,000 | NEW |
| 18 | WY | 0.85% | $2,676,000 | NEW |
| 19 | IBM | 2.70% | $8,464,000 | ▲ +0.1% |
| 20 | LZ | 2.46% | $7,702,000 | ▲ +0.1% |
| 21 | CREE | 1.96% | $6,141,000 | ▲ +0% |
| 22 | DRI | 2.13% | $6,659,000 | ▲ +0.1% |
| 23 | CMCSA | 2.35% | $7,377,000 | ▲ +0.2% |
| 24 | TMK | 2.29% | $7,168,000 | ▲ +0.2% |
| 25 | TRV | 1.98% | $6,208,000 | ▲ +0.1% |
| 26 | CVX | 1.69% | $5,309,000 | ▲ +0.1% |
| 27 | MMM | 2.23% | $6,979,000 | ▲ +0.2% |
| 28 | DD | 1.93% | $6,043,000 | ▲ +0.2% |
| 29 | UNM | 1.32% | $4,124,000 | ▲ +0% |
| 30 | TXN | 2.05% | $6,411,000 | ▲ +0.2% |
| 31 | AXP | 2.20% | $6,901,000 | ▲ +0.2% |
| 32 | WPI | 2.40% | $7,518,000 | ▲ +0.3% |
| 33 | AAPL | 2.28% | $7,144,000 | ▲ +0.7% |
| 34 | PCG | 1.99% | $6,234,000 | ▲ +0.2% |
| 35 | MCD | 2.10% | $6,586,000 | ▲ +0.3% |
| 36 | CL | 1.09% | $3,406,000 | ▲ +0.1% |
| 37 | PETM | 1.12% | $3,512,000 | ▲ +0.1% |
| 38 | MCK | 2.80% | $8,773,000 | ▲ +0.5% |
| 39 | ROST | 1.77% | $5,552,000 | ▲ +0.3% |