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
| SOLD |
| 3 | CMCSA | 1.97% | $5,907,000 | SOLD |
| 4 | VLO | 1.88% | $5,655,000 | SOLD |
| 5 | LZ | 1.88% | $5,654,000 | SOLD |
| 6 | RTN | 1.81% | $5,435,000 | SOLD |
| 7 | LLLXXXX | 1.77% | $5,327,000 | SOLD |
| 8 | VFC | 1.55% | $4,640,000 | SOLD |
| 9 | MCK | 1.09% | $2,583,000 | ▼ -1.3% |
| 10 | SJM | 1.50% | $4,494,000 | SOLD |
| 11 | FSLR | 1.35% | $4,051,000 | SOLD |
| 12 | ABT | 1.01% | $2,403,000 | ▼ -1.1% |
| 13 | DD | 1.32% | $3,128,000 | ▼ -1% |
| 14 | AZO | 1.24% | $3,731,000 | SOLD |
| 15 | JPM | 1.22% | $3,654,000 | SOLD |
| 16 | IBM | 1.94% | $4,595,000 | ▼ -0.8% |
| 17 | AXP | 1.17% | $3,502,000 | SOLD |
| 18 | MAT | 1.11% | $3,320,000 | SOLD |
| 19 | TLAB | 1.08% | $3,245,000 | SOLD |
| 20 | NEE | 1.03% | $3,088,000 | SOLD |
| 21 | KO | 1.03% | $3,082,000 | SOLD |
| 22 | RAI | 1.02% | $3,069,000 | SOLD |
| 23 | NWE | 0.99% | $2,982,000 | SOLD |
| 24 | OSK | 0.98% | $2,930,000 | SOLD |
| 25 | WPI | 0.95% | $2,856,000 | SOLD |
| 26 | MHS | 0.91% | $2,741,000 | SOLD |
| 27 | CL | 1.38% | $3,281,000 | ▼ -0.6% |
| 28 | TMK | 1.93% | $4,575,000 | ▼ -0.3% |
| 29 | CREE | 1.17% | $2,772,000 | ▼ -0.5% |
| 30 | CMI | 2.32% | $5,503,000 | ▼ -0.2% |
| 31 | TXN | 1.99% | $4,712,000 | ▼ -0.2% |
| 32 | JNJ | 1.82% | $4,317,000 | ▼ -0.2% |
| 33 | MCD | 2.02% | $4,789,000 | ▼ -0.2% |
| 34 | HPQXXXX | 1.78% | $4,217,000 | ▼ -0.2% |
| 35 | MO | 1.86% | $4,398,000 | ▼ -0.2% |
| 36 | PCG | 1.91% | $4,530,000 | ▼ -0.1% |
| 37 | ACE | 2.01% | $4,754,000 | ▼ -0.1% |
| 38 | WYND | 2.03% | $4,810,000 | ▼ -0.1% |
| 39 | TRV | 1.85% | $4,384,000 | ▼ -0.1% |
| 40 | T | 1.43% | $3,378,000 | ▼ -0.1% |
| 41 | NOC | 1.50% | $3,552,000 | ▼ -0.1% |
| 42 | AFL | 1.42% | $3,376,000 | ▼ -0% |
| 43 | UNM | 1.21% | $2,873,000 | ▼ -0% |
| 44 | VZ | 1.00% | $2,381,000 | ▼ -0% |