Valley Forge Capital Management·CIK 1364558
59
Positions
$237.0M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q4 2010
Portfolio Value Over Time
| NEW |
| 3 | ACIXXXX | 2.17% | $5,143,000 | NEW |
| 4 | GAP | 2.07% | $4,905,000 | NEW |
| 5 | NI | 2.06% | $4,875,000 | NEW |
| 6 | PEP | 1.99% | $4,710,000 | NEW |
| 7 | HES | 1.93% | $4,564,000 | NEW |
| 8 | GS | 1.91% | $4,532,000 | NEW |
| 9 | LVS | 1.87% | $4,441,000 | NEW |
| 10 | M | 1.85% | $4,376,000 | NEW |
| 11 | CSX | 1.83% | $4,332,000 | NEW |
| 12 | PRU | 1.58% | $3,748,000 | NEW |
| 13 | HAL | 1.57% | $3,710,000 | NEW |
| 14 | RVBD | 1.41% | $3,330,000 | NEW |
| 15 | HRS | 1.21% | $2,864,000 | NEW |
| 16 | PM | 1.19% | $2,819,000 | NEW |
| 17 | TFX | 1.03% | $2,434,000 | NEW |
| 18 | ANN | 1.02% | $2,423,000 | NEW |
| 19 | JOY | 1.01% | $2,401,000 | NEW |
| 20 | FFIV | 0.94% | $2,233,000 | NEW |
| 21 | GOLD | 2.34% | $5,536,000 | ▲ +0.1% |
| 22 | UNP | 2.10% | $4,986,000 | ▲ +0% |
| 23 | MET | 1.54% | $3,659,000 | ▲ +0% |
| 24 | AAPL | 2.67% | $6,320,000 | ▲ +0.3% |
| 25 | GOOGLXXXX | 2.04% | $4,846,000 | ▲ +0.7% |
| 26 | ADSK | 1.58% | $3,756,000 | ▲ +0.1% |
| 27 | EG | 1.92% | $4,539,000 | ▲ +0.6% |
| 28 | CXXXX | 1.51% | $3,574,000 | ▲ +0.5% |
| 29 | CVX | 2.15% | $5,097,000 | ▲ +0.3% |
| 30 | CLFXXXX | 1.17% | $2,766,000 | ▲ +0.1% |
| 31 | DRI | 1.61% | $3,825,000 | ▲ +0.2% |
| 32 | ORCL | 2.23% | $5,284,000 | ▲ +0.3% |
| 33 | NU | 2.02% | $4,795,000 | ▲ +0.5% |
| 34 | IP | 1.08% | $2,569,000 | ▲ +0.1% |
| 35 | RIG | 2.27% | $5,384,000 | ▲ +0.5% |
| 36 | CEPH | 1.36% | $3,223,000 | ▲ +0.3% |
| 37 | F | 1.20% | $2,839,000 | ▲ +0.2% |