Valley Forge Capital Management
As of Q2 2026, Valley Forge Capital Management reported 7 long-equity positions worth $3.12B in aggregate.
Copy-investor backtest
- Latest quarter
- +9.40%
- 1-year
- -9.46%
- 3-year
- +36.16%
- 5-year
- +44.89%
- 3-year vs S&P 500
- -37.09%
- 5-year vs S&P 500
- -28.80%
- 5-year top 5
- +43.61%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 15 of 106 rows. Rows without a quote are marked unavailable.
| 1 | NEM | Newmont Mining Corp Com COM | 4.48% | - | 0 | $58.8M | No quote | No quote |
| 2 | GG | Goldcorp Inc COM | 4.32% | - | 0 | $56.78M | No quote | No quote |
| 3 | GOLD | Barrick Gold Corp Com COM | 4.15% | - | 0 | $54.59M | No quote | No quote |
| 4 | VZ | Verizon Communications Com COM | 3.79% | - | 0 | $49.79M | No quote | No quote |
| 5 | ADM | Archer Daniels Midland Com COM | 3.66% | - | 0 | $48.09M | No quote | No quote |
| 6 | T | AT&T Inc COM | 3.23% | - | 0 | $42.44M | No quote | No quote |
| 7 | KO | Coca Cola COM | 3.18% | - | 0 | $41.78M | No quote | No quote |
| 8 | PFE | Pfizer COM | 3.15% | - | 0 | $41.34M | No quote | No quote |
| 9 | CEF | Central Fund COM | 2.96% | - | 0 | $38.94M | No quote | No quote |
| 10 | DE | Deere & Co COM | 2.92% | - | 0 | $38.37M | No quote | No quote |
| 11 | BMY | Bristol-Myers Squibb Co COM | 2.87% | - | 0 | $37.72M | No quote | No quote |
| 12 | NTTYY | Nippon Teleg & Tel COM | 2.69% | - | 0 | $35.33M | No quote | No quote |
| 13 | MON | Monsanto Co COM | 2.62% | - | 0 | $34.48M | No quote | No quote |
| 14 | MRK | Merck & Co COM | 2.55% | - | 0 | $33.51M | No quote | No quote |
| 15 | ABT | Abbott Labs COM | 2.53% | - | 0 | $33.19M | No quote | No quote |
| 16 | JNJ | Johnson & Johnson COM | 2.29% | - | 0 | $30.09M | No quote | No quote |
| 17 | TSN | Tyson Foods Inc Cl A COM | 2.10% | - | 0 | $27.63M | No quote | No quote |
| 18 | PG | Procter and Gamble COM | 2.09% | - | 0 | $27.49M | No quote | No quote |
| 19 | QCOM | Qualcomm Inc Com COM | 2.03% | - | 0 | $26.65M | No quote | No quote |
| 20 | SHAW | Shaw Group Inc. COM | 1.97% | - | 0 | $25.87M | No quote | No quote |
| 21 | VOD | Vodafone COM | 1.97% | - | 0 | $25.85M | No quote | No quote |
| 22 | PGN | Progress Energy Inc COM | 1.96% | - | 0 | $25.8M | No quote | No quote |
| 23 | MSFT | Microsoft Corp COM | 1.94% | - | 0 | $25.5M | No quote | No quote |
| 24 | ORCL | Oracle Corp Com COM | 1.93% | - | 0 | $25.41M | No quote | No quote |
| 25 | WM | Waste Mgmt Inc Del Com COM | 1.88% | - | 0 | $24.65M | No quote | No quote |
| 26 | COP | ConocoPhillips COM | 1.84% | - | 0 | $24.14M | No quote | No quote |
| 27 | CCJ | Cameco Corp COM | 1.84% | - | 0 | $24.13M | No quote | No quote |
| 28 | SO | Southern Company COM | 1.82% | - | 0 | $23.96M | No quote | No quote |
| 29 | CVX | Chevron Corp COM | 1.70% | - | 0 | $22.33M | No quote | No quote |
| 30 | GSK | GlaxoSmithKline PLC COM | 1.68% | - | 0 | $22.09M | No quote | No quote |
| 31 | INTC | Intel Corp COM | 1.68% | - | 0 | $22.08M | No quote | No quote |
| 32 | GE | General Electric COM | 1.61% | - | 0 | $21.18M | No quote | No quote |
| 33 | WMT | WalMart Stores COM | 1.59% | - | 0 | $20.94M | No quote | No quote |
| 34 | KR | Kroger Company Common COM | 1.47% | - | 0 | $19.32M | No quote | No quote |
| 35 | EXC | Exelon Corporation COM | 1.47% | - | 0 | $19.27M | No quote | No quote |
| 36 | PAYX | Paychex Inc COM | 1.40% | - | 0 | $18.36M | No quote | No quote |
| 37 | BP | BP Amoco PLC COM | 1.37% | - | 0 | $18.03M | No quote | No quote |
| 38 | PEP | Pepsico Inc COM | 1.37% | - | 0 | $18.01M | No quote | No quote |
| 39 | JPM | J.P. Morgan COM | 1.37% | - | 0 | $17.97M | No quote | No quote |
| 40 | CSCO | Cisco Sys Inc Com COM | 1.33% | - | 0 | $17.45M | No quote | No quote |
| 41 | EWJ | iShares MSCI Japan COM | 1.30% | - | 0 | $17.02M | No quote | No quote |
| 42 | EMC | EMC Corp Mass Com COM | 1.29% | - | 0 | $16.98M | No quote | No quote |
| 43 | GFI | Gold Fields Ltd COM | 0.62% | - | 0 | $8.1M | No quote | No quote |
| 44 | GDX | Market Vectors Gold Miners COM | 0.36% | - | 0 | $4.73M | No quote | No quote |
| 45 | SPY | SPDR Tr Unit Ser 1 COM | 0.29% | - | 0 | $3.78M | No quote | No quote |
| 46 | DBA | Powershares DB Agriculture Fun COM | 0.28% | - | 0 | $3.65M | No quote | No quote |
| 47 | GLD | SPDR Gold Trust COM | 0.27% | - | 0 | $3.5M | No quote | No quote |
| 48 | RGLD | Royal Gold, Inc COM | 0.20% | - | 0 | $2.67M | No quote | No quote |
| 49 | PFF | iShares S&P U.S. Preferred Sto COM | 0.18% | - | 0 | $2.34M | No quote | No quote |
| 50 | PXR | PowerShares Emerg Mks Infrastr COM | 0.17% | - | 0 | $2.19M | No quote | No quote |
| 51 | FLR | Fluor Corp. COM | 0.14% | - | 0 | $1.89M | No quote | No quote |
| 52 | LLY | Eli Lilly & Co COM | 0.14% | - | 0 | $1.83M | No quote | No quote |
| 53 | XOM | Exxon Mobil Corporation COM | 0.13% | - | 0 | $1.71M | No quote | No quote |
| 54 | RDSB | Royal Dutch Shell PLC B COM | 0.13% | - | 0 | $1.65M | No quote | No quote |
| 55 | PM | Phillip Morris International COM | 0.12% | - | 0 | $1.57M | No quote | No quote |
| 56 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.12% | - | 0 | $1.55M | No quote | No quote |
| 57 | JOF | Japan Smaller Cap. Fund COM | 0.09% | - | 0 | $1.17M | No quote | No quote |
| 58 | HAO | Claymore China Small Cap Index COM | 0.08% | - | 0 | $1.05M | No quote | No quote |
| 59 | AEP | American Elec Pwr Inc Com COM | 0.07% | - | 0 | $957K | No quote | No quote |
| 60 | KMP | Kinder Morgan Energy COM | 0.06% | - | 0 | $850K | No quote | No quote |
| 61 | RDSA | Royal Dutch Shell COM | 0.06% | - | 0 | $788K | No quote | No quote |
| 63 | RPV | Rydex S&P 500 Pure Value COM | 0.05% | - | 0 | $622K | No quote | No quote |
| 62 | CL | Colgate Palmolive COM | 0.05% | - | 7,575,000 | $622K | $0.08 | No quote |
| 64 | EMF | Templeton Emerging Markets COM | 0.04% | - | 0 | $583K | No quote | No quote |
| 65 | MRO | Marathon Oil COM | 0.04% | - | 0 | $562K | No quote | No quote |
| 66 | OXY | Occidental Pete Corp. COM | 0.04% | - | 6,215,000 | $506K | $0.08 | No quote |
| 67 | GCS | DWS Global Commodities COM | 0.04% | - | 0 | $505K | No quote | No quote |
| 68 | TEVA | Teva Pharmaceutical Industries COM | 0.04% | - | 8,878,594 | $499K | $0.06 | No quote |
| 69 | SLV | iShares Silver Trust COM | 0.04% | - | 0 | $496K | No quote | No quote |
| 70 | PEO | Petroleum & Res Corp Com COM | 0.04% | - | 0 | $482K | No quote | No quote |
| 71 | JEC | Jacobs Engineering Group COM | 0.03% | - | 0 | $459K | No quote | No quote |
| 72 | KMB | Kimberly Clark COM | 0.03% | - | 7,055,000 | $449K | $0.06 | No quote |
| 73 | JEQ | Japan Equity Fd Inc Com COM | 0.03% | - | 0 | $445K | No quote | No quote |
| 74 | BDX | Becton Dickinson & Co COM | 0.03% | - | 5,375,000 | $424K | $0.08 | No quote |
| 75 | MMP | Magellan Midstream Prtns COM | 0.03% | - | 8,751,310 | $379K | No quote | No quote |
| 76 | BRK-B | Berkshire Hathaway Inc Cl B COM | 0.03% | - | 112,000 | $368K | $3.29 | No quote |
| 77 | NVS | Novartis AG COM | 0.03% | - | 6,430,000 | $350K | $0.05 | No quote |
| 78 | UTX | United Technologies COM | 0.03% | - | 5,000,000 | $347K | No quote | No quote |
| 79 | UN | Unilever NV COM | 0.02% | - | 0 | $326K | No quote | No quote |
| 80 | BSV | Vanguard Short-Term Bond NAV COM | 0.02% | - | 4,090,000 | $325K | No quote | No quote |
| 81 | MO | Altria Group Inc. COM | 0.02% | - | 0 | $307K | No quote | No quote |
| 82 | D | Dominion Res Inc Va Com COM | 0.02% | - | 7,691,001 | $299K | $0.04 | No quote |
| 83 | DEO | Diageo PLC COM | 0.02% | - | 4,245,000 | $295K | $0.07 | No quote |
| 84 | APU | Amerigas Partners LP COM | 0.02% | - | 7,400,000 | $291K | No quote | No quote |
| 85 | SBAC | SBA Communications Corp COM | 0.02% | - | 8,388,000 | $287K | $0.03 | No quote |
| 86 | XTO | XTO Energy Inc COM | 0.02% | - | 6,114,000 | $284K | No quote | No quote |
| 87 | CAH | Cardinal Health Inc Com COM | 0.02% | - | 8,700,000 | $280K | $0.03 | No quote |
| 88 | MDY | Midcap SPDR Tr Un Sr 1 COM | 0.02% | - | 2,080,000 | $274K | $0.13 | No quote |
| 89 | CME | CME Group Inc COM | 0.02% | - | 800,000 | $269K | $0.34 | No quote |
| 90 | OKS | Oneok Partners LP COM | 0.02% | - | 4,292,000 | $267K | No quote | No quote |
| 91 | PAAS | Pan American Silver Corp COM | 0.02% | - | 0 | $254K | No quote | No quote |
| 92 | NUE | Nucor Corp COM | 0.02% | - | 5,400,000 | $252K | $0.05 | No quote |
| 93 | POT | Potash Corp Sask Inc Com COM | 0.02% | - | 2,250,000 | $244K | No quote | No quote |
| 94 | STZ | Constellation Brands Inc COM | 0.02% | - | 0 | $241K | No quote | No quote |
| 95 | XEC | Cimarex Energy Co COM | 0.02% | - | 4,500,000 | $238K | No quote | No quote |
| 96 | BKF | iShares MSCI Bric COM | 0.02% | - | 5,100,000 | $234K | No quote | No quote |
| 97 | TYC | Tyco International Ltd Com COM | 0.02% | - | 6,200,000 | $221K | No quote | No quote |
| 98 | BIIB | Biogen Idec Inc COM | 0.02% | - | 4,000,000 | $214K | $0.05 | No quote |
| 99 | STR | Questar Corp COM | 0.02% | - | 5,100,000 | $212K | No quote | No quote |
| 100 | CMCSA | Comcast Corp Cl A COM | 0.02% | - | 0 | $198K | No quote | No quote |
| 101 | MHS | Medco Health Solutions Inc COM | 0.01% | - | 3,000,000 | $192K | No quote | No quote |
| 102 | PBCT | Peoples United COM | 0.01% | - | 0 | $167K | No quote | No quote |
| 103 | PUI | Powershares Dynamic Utilities COM | 0.01% | - | 0 | $152K | No quote | No quote |
| 104 | QVCA | Liberty Interactive Group Ser. COM | 0.01% | - | 0 | $117K | No quote | No quote |
| 105 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $2K | No quote | No quote |
| 106 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |