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
| SOLD |
| 3 | BAX | 2.03% | $8,031,000 | SOLD |
| 4 | PG | 1.94% | $7,687,000 | SOLD |
| 5 | JWN | 1.90% | $7,512,000 | SOLD |
| 6 | DGX | 1.90% | $7,508,000 | SOLD |
| 7 | NE | 1.90% | $7,508,000 | SOLD |
| 8 | FCX | 1.89% | $7,471,000 | SOLD |
| 9 | BBY | 1.88% | $7,419,000 | SOLD |
| 10 | FDS | 1.68% | $6,661,000 | SOLD |
| 11 | DVN | 1.68% | $6,631,000 | SOLD |
| 12 | PCLN | 1.55% | $6,131,000 | SOLD |
| 13 | MHS | 1.04% | $3,270,000 | ▼ -1% |
| 14 | HIG | 1.12% | $4,428,000 | SOLD |
| 15 | WOR | 1.04% | $4,095,000 | SOLD |
| 16 | CPB | 1.00% | $3,967,000 | SOLD |
| 17 | HRS | 0.98% | $3,885,000 | SOLD |
| 18 | CXWXXXX | 0.84% | $3,328,000 | SOLD |
| 19 | AFL | 2.29% | $7,172,000 | ▼ -0.2% |
| 20 | GOOGLXXXX | 2.11% | $6,600,000 | ▼ -0.2% |
| 21 | GLW | 2.24% | $7,002,000 | ▼ -0.1% |
| 22 | LLLXXXX | 1.88% | $5,889,000 | ▼ -0.2% |
| 23 | HPQXXXX | 2.22% | $6,950,000 | ▼ -0.1% |
| 24 | F | 2.08% | $6,507,000 | ▼ -0.1% |
| 25 | MSFT | 1.72% | $5,394,000 | ▼ -0.2% |
| 26 | APAXXXX | 2.00% | $6,261,000 | ▼ -0.1% |
| 27 | WFC | 1.90% | $5,950,000 | ▼ -0.1% |
| 28 | JPM | 1.79% | $5,615,000 | ▼ -0.1% |
| 29 | RTN | 2.07% | $6,489,000 | ▼ -0% |
| 30 | GAP | 1.89% | $5,929,000 | ▼ -0% |
| 31 | OSK | 1.19% | $3,743,000 | ▼ -0.1% |
| 32 | CSCO | 1.11% | $3,483,000 | ▼ -0% |
| 33 | MU | 1.02% | $3,181,000 | ▼ -0% |
| 34 | WDC | 0.82% | $2,560,000 | ▼ -0.1% |