Valley Forge Capital Management·CIK 1364558
54
Positions
$175.8M
Portfolio Value
11
Quarters tracked
Q1 2011
Latest filing
Portfolio Allocation — Q1 2011
Portfolio Value Over Time
| NEW |
| 3 | ADM | 2.29% | $4,033,000 | NEW |
| 4 | LUV | 2.15% | $3,779,000 | NEW |
| 5 | FSLR | 2.14% | $3,767,000 | NEW |
| 6 | CMS | 2.13% | $3,748,000 | NEW |
| 7 | COP | 2.10% | $3,693,000 | NEW |
| 8 | JPM | 2.07% | $3,641,000 | NEW |
| 9 | TRW | 1.89% | $3,317,000 | NEW |
| 10 | DE | 1.62% | $2,844,000 | NEW |
| 11 | AMP | 1.53% | $2,695,000 | NEW |
| 12 | BGXXXX | 1.51% | $2,656,000 | NEW |
| 13 | VLO | 1.37% | $2,407,000 | NEW |
| 14 | CF | 1.29% | $2,271,000 | NEW |
| 15 | DPS | 1.29% | $2,266,000 | NEW |
| 16 | OXY | 1.11% | $1,946,000 | NEW |
| 17 | CLFXXXX | 2.68% | $4,709,000 | ▲ +1.5% |
| 18 | ANF | 1.07% | $1,888,000 | NEW |
| 19 | UNH | 1.07% | $1,886,000 | NEW |
| 20 | GILD | 1.07% | $1,874,000 | NEW |
| 21 | JOY | 2.25% | $3,950,000 | ▲ +1.2% |
| 22 | AAPL | 2.88% | $5,063,000 | ▲ +0.2% |
| 23 | ACE | 2.08% | $3,664,000 | ▲ +0.1% |
| 24 | TXN | 2.11% | $3,715,000 | ▲ +0.1% |
| 25 | NI | 2.24% | $3,935,000 | ▲ +0.2% |
| 26 | GOOGLXXXX | 2.23% | $3,918,000 | ▲ +0.2% |
| 27 | TRV | 1.98% | $3,472,000 | ▲ +0.1% |
| 28 | PRU | 1.66% | $2,915,000 | ▲ +0.1% |
| 29 | DD | 2.15% | $3,780,000 | ▲ +0.8% |
| 30 | ORCL | 2.64% | $4,638,000 | ▲ +0.4% |
| 31 | ADSK | 1.83% | $3,217,000 | ▲ +0.3% |
| 32 | PM | 1.90% | $3,345,000 | ▲ +0.7% |
| 33 | IBM | 2.91% | $5,113,000 | ▲ +1% |
| 34 | VZ | 1.08% | $1,902,000 | ▲ +0.1% |
| 35 | MCK | 1.22% | $2,152,000 | ▲ +0.1% |
| 36 | CSX | 2.22% | $3,908,000 | ▲ +0.4% |
| 37 | FFIV | 1.19% | $2,084,000 | ▲ +0.3% |
| 38 | HES | 2.68% | $4,703,000 | ▲ +0.8% |
| 39 | F | 1.69% | $2,976,000 | ▲ +0.5% |
| 40 | HPQXXXX | 2.47% | $4,347,000 | ▲ +0.7% |
| 41 | CVX | 2.95% | $5,183,000 | ▲ +0.8% |