Valley Forge Capital Management·CIK 1364558
61
Positions
$300.3M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q3 2010
Portfolio Value Over Time
| NEW |
| 3 | WYND | 2.09% | $6,268,000 | NEW |
| 4 | MRK | 2.05% | $6,158,000 | NEW |
| 5 | JNJ | 2.05% | $6,146,000 | NEW |
| 6 | MO | 2.03% | $6,097,000 | NEW |
| 7 | ORCL | 1.90% | $5,696,000 | NEW |
| 8 | RIG | 1.73% | $5,209,000 | NEW |
| 9 | NOC | 1.58% | $4,732,000 | NEW |
| 10 | T | 1.56% | $4,674,000 | NEW |
| 11 | VFC | 1.55% | $4,640,000 | NEW |
| 12 | MET | 1.50% | $4,500,000 | NEW |
| 13 | ADSK | 1.49% | $4,466,000 | NEW |
| 14 | NU | 1.48% | $4,441,000 | NEW |
| 15 | EG | 1.32% | $3,951,000 | NEW |
| 16 | TLAB | 1.08% | $3,245,000 | NEW |
| 17 | CLFXXXX | 1.08% | $3,229,000 | NEW |
| 18 | CEPH | 1.03% | $3,102,000 | NEW |
| 19 | NEE | 1.03% | $3,088,000 | NEW |
| 20 | VZ | 1.03% | $3,083,000 | NEW |
| 21 | KO | 1.03% | $3,082,000 | NEW |
| 22 | RAI | 1.02% | $3,069,000 | NEW |
| 23 | NWE | 0.99% | $2,982,000 | NEW |
| 24 | IP | 0.97% | $2,914,000 | NEW |
| 25 | ABT | 2.09% | $6,282,000 | ▲ +1% |
| 26 | CL | 1.95% | $5,870,000 | ▲ +0.9% |
| 27 | CMI | 2.51% | $7,551,000 | ▲ +0.6% |
| 28 | DD | 2.30% | $6,911,000 | ▲ +0.4% |
| 29 | UNP | 2.09% | $6,266,000 | ▲ +0.3% |
| 30 | FSLR | 1.35% | $4,051,000 | ▲ +0.2% |
| 31 | CVX | 1.87% | $5,621,000 | ▲ +0.2% |
| 32 | IBM | 2.72% | $8,155,000 | ▲ +0% |
| 33 | TXN | 2.21% | $6,628,000 | ▲ +0.2% |
| 34 | MMM | 2.26% | $6,792,000 | ▲ +0% |
| 35 | AZO | 1.24% | $3,731,000 | ▲ +0.1% |
| 36 | PCG | 2.03% | $6,109,000 | ▲ +0% |
| 37 | MAT | 1.11% | $3,320,000 | ▲ +0% |
| 38 | MCD | 2.20% | $6,606,000 | ▲ +0.1% |
| 39 | AAPL | 2.38% | $7,151,000 | ▲ +0.1% |