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
| SOLD |
| 3 | WFC | 1.90% | $5,950,000 | SOLD |
| 4 | GAP | 1.89% | $5,929,000 | SOLD |
| 5 | UAUA | 1.86% | $5,826,000 | SOLD |
| 6 | GCIXXXX | 1.82% | $5,698,000 | SOLD |
| 7 | ROST | 1.77% | $5,552,000 | SOLD |
| 8 | SYK | 1.75% | $5,477,000 | SOLD |
| 9 | MSFT | 1.72% | $5,394,000 | SOLD |
| 10 | DOW | 1.71% | $5,356,000 | SOLD |
| 11 | GILD | 1.63% | $5,111,000 | SOLD |
| 12 | WHR | 1.62% | $5,067,000 | SOLD |
| 13 | WPI | 0.95% | $2,856,000 | ▼ -1.5% |
| 14 | F | 0.98% | $2,941,000 | ▼ -1.1% |
| 15 | PETM | 1.12% | $3,512,000 | SOLD |
| 16 | CSCO | 1.11% | $3,483,000 | SOLD |
| 17 | AXP | 1.17% | $3,502,000 | ▼ -1% |
| 18 | HES | 1.06% | $3,334,000 | SOLD |
| 19 | MU | 1.02% | $3,181,000 | SOLD |
| 20 | MXIM | 1.01% | $3,149,000 | SOLD |
| 21 | CVS | 0.96% | $3,015,000 | SOLD |
| 22 | AFL | 1.46% | $4,396,000 | ▼ -0.8% |
| 23 | WY | 0.85% | $2,676,000 | SOLD |
| 24 | WDC | 0.82% | $2,560,000 | SOLD |
| 25 | GOOGLXXXX | 1.36% | $4,082,000 | ▼ -0.7% |
| 26 | DRI | 1.42% | $4,269,000 | ▼ -0.7% |
| 27 | CXXXX | 1.00% | $3,014,000 | ▼ -0.6% |
| 28 | LZ | 1.88% | $5,654,000 | ▼ -0.6% |
| 29 | JPM | 1.22% | $3,654,000 | ▼ -0.6% |
| 30 | MCK | 2.38% | $7,156,000 | ▼ -0.4% |
| 31 | CMCSA | 1.97% | $5,907,000 | ▼ -0.4% |
| 32 | CREE | 1.65% | $4,944,000 | ▼ -0.3% |
| 33 | RTN | 1.81% | $5,435,000 | ▼ -0.3% |
| 34 | HPQXXXX | 1.99% | $5,989,000 | ▼ -0.2% |
| 35 | VLO | 1.88% | $5,655,000 | ▼ -0.2% |
| 36 | OSK | 0.98% | $2,930,000 | ▼ -0.2% |
| 37 | LLLXXXX | 1.77% | $5,327,000 | ▼ -0.1% |
| 38 | SJM | 1.50% | $4,494,000 | ▼ -0.1% |
| 39 | MHS | 0.91% | $2,741,000 | ▼ -0.1% |
| 40 | UNM | 1.24% | $3,733,000 | ▼ -0.1% |
| 41 | TRV | 1.94% | $5,824,000 | ▼ -0% |
| 42 | TMK | 2.27% | $6,825,000 | ▼ -0% |