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 6 of 105 rows. Rows without a quote are marked unavailable.
| 1 | NEM | Newmont Mining Corp Com COM | 4.68% | - | 0 | $64.14M | No quote | No quote |
| 2 | GOLD | Barrick Gold Corp Com COM | 4.14% | - | 0 | $56.73M | No quote | No quote |
| 3 | GG | Goldcorp Inc COM | 4.10% | - | 0 | $56.21M | No quote | No quote |
| 4 | VZ | Verizon Communications Com COM | 3.48% | - | 0 | $47.68M | No quote | No quote |
| 5 | ADM | Archer Daniels Midland Com COM | 3.29% | - | 0 | $45.02M | No quote | No quote |
| 6 | T | AT&T Inc COM | 3.19% | - | 0 | $43.67M | No quote | No quote |
| 7 | KO | Coca Cola COM | 3.04% | - | 0 | $41.71M | No quote | No quote |
| 8 | CEF | Central Fund* COM | 2.99% | - | 0 | $41.01M | No quote | No quote |
| 9 | BMY | Bristol-Myers Squibb Co COM | 2.91% | - | 0 | $39.91M | No quote | No quote |
| 10 | PFE | Pfizer COM | 2.89% | - | 0 | $39.64M | No quote | No quote |
| 11 | NTTYY | Nippon Teleg & Tel COM | 2.87% | - | 0 | $39.37M | No quote | No quote |
| 12 | ABT | Abbott Labs COM | 2.42% | - | 0 | $33.18M | No quote | No quote |
| 13 | SHAW | Shaw Group Inc. COM | 2.28% | - | 0 | $31.18M | No quote | No quote |
| 14 | JNJ | Johnson & Johnson COM | 2.24% | - | 0 | $30.74M | No quote | No quote |
| 15 | PEP | Pepsico Inc COM | 2.17% | - | 0 | $29.72M | No quote | No quote |
| 16 | VOD | Vodafone COM | 2.13% | - | 0 | $29.25M | No quote | No quote |
| 17 | BG | Bunge Limited COM | 2.13% | New | 0 | $29.25M | No quote | No quote |
| 18 | PG | Procter and Gamble COM | 2.12% | - | 0 | $29.04M | No quote | No quote |
| 19 | DE | Deere & Co COM | 2.10% | - | 0 | $28.75M | No quote | No quote |
| 20 | MSFT | Microsoft Corp COM | 2.08% | - | 0 | $28.52M | No quote | No quote |
| 21 | BP | BP Amoco PLC COM | 2.07% | - | 0 | $28.35M | No quote | No quote |
| 22 | CVX | Chevron Corp COM | 2.02% | - | 0 | $27.68M | No quote | No quote |
| 23 | ORCL | Oracle Corp Com COM | 2.00% | - | 0 | $27.46M | No quote | No quote |
| 24 | INTC | Intel Corp COM | 1.96% | - | 0 | $26.86M | No quote | No quote |
| 25 | WM | Waste Mgmt Inc Del Com COM | 1.92% | - | 0 | $26.31M | No quote | No quote |
| 26 | GE | General Electric COM | 1.79% | - | 0 | $24.56M | No quote | No quote |
| 27 | MRK | Merck & Co COM | 1.79% | - | 0 | $24.54M | No quote | No quote |
| 28 | PGN | Progress Energy Inc COM | 1.78% | - | 0 | $24.41M | No quote | No quote |
| 29 | SO | Southern Company COM | 1.77% | - | 0 | $24.24M | No quote | No quote |
| 30 | WMT | WalMart Stores COM | 1.74% | - | 0 | $23.81M | No quote | No quote |
| 31 | KR | Kroger Company Common COM | 1.62% | - | 0 | $22.25M | No quote | No quote |
| 32 | CCJ | Cameco Corp COM | 1.57% | - | 0 | $21.48M | No quote | No quote |
| 33 | PAYX | Paychex Inc COM | 1.44% | - | 0 | $19.74M | No quote | No quote |
| 34 | CSCO | Cisco Sys Inc Com COM | 1.42% | - | 0 | $19.42M | No quote | No quote |
| 35 | EWJ | iShares MSCI Japan COM | 1.41% | - | 0 | $19.35M | No quote | No quote |
| 36 | EXC | Exelon Corporation COM | 1.41% | - | 0 | $19.32M | No quote | No quote |
| 37 | KMB | Kimberly Clark COM | 1.36% | Reduce -100.0% | 0 | $18.58M | No quote | No quote |
| 38 | FLR | Fluor Corp. COM | 1.34% | - | 0 | $18.34M | No quote | No quote |
| 39 | FWLT | Foster Wheeler AG COM | 1.34% | New | 0 | $18.32M | No quote | No quote |
| 40 | POT | Potash Corp Sask Inc COM | 1.33% | Reduce -100.0% | 0 | $18.26M | No quote | No quote |
| 41 | COP | ConocoPhillips COM | 1.28% | - | 0 | $17.6M | No quote | No quote |
| 42 | UNH | United Healthcare Corp COM | 1.24% | New | 0 | $17.06M | No quote | No quote |
| 43 | GSK | GlaxoSmithKline PLC COM | 1.20% | - | 0 | $16.38M | No quote | No quote |
| 44 | TSN | Tyson Foods Inc Cl A COM | 1.06% | - | 0 | $14.51M | No quote | No quote |
| 45 | GFI | Gold Fields Ltd COM | 0.69% | - | 0 | $9.49M | No quote | No quote |
| 46 | QCOM | Qualcomm Inc Com COM | 0.69% | - | 0 | $9.45M | No quote | No quote |
| 47 | GDX | Market Vectors Gold Miners COM | 0.34% | - | 0 | $4.6M | No quote | No quote |
| 48 | RGLD | Royal Gold, Inc COM | 0.33% | - | 0 | $4.46M | No quote | No quote |
| 49 | SPY | SPDR Tr Unit Ser 1 COM | 0.28% | - | 0 | $3.89M | No quote | No quote |
| 50 | GLD | SPDR Gold Trust COM | 0.26% | - | 0 | $3.52M | No quote | No quote |
| 51 | DBA | Powershares DB Agriculture Fun COM | 0.24% | - | 0 | $3.25M | No quote | No quote |
| 52 | PFF | iShares S&P U.S. Preferred Sto COM | 0.22% | - | 0 | $3.07M | No quote | No quote |
| 53 | UGE | Proshares Ultra Consumer Goods COM | 0.17% | New | 0 | $2.27M | No quote | No quote |
| 54 | LLY | Eli Lilly & Co COM | 0.14% | - | 0 | $1.93M | No quote | No quote |
| 55 | PM | Phillip Morris International COM | 0.12% | - | 0 | $1.66M | No quote | No quote |
| 56 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.12% | - | 0 | $1.66M | No quote | No quote |
| 57 | RDSB | Royal Dutch Shell PLC B COM | 0.11% | - | 0 | $1.56M | No quote | No quote |
| 58 | XOM | Exxon Mobil Corporation COM | 0.11% | - | 0 | $1.51M | No quote | No quote |
| 59 | JOF | Japan Smaller Cap. Fund COM | 0.10% | - | 0 | $1.33M | No quote | No quote |
| 60 | UVU | Proshares Ultra Russell Midcap COM | 0.07% | New | 0 | $912K | No quote | No quote |
| 61 | KMP | Kinder Morgan Energy COM | 0.06% | - | 0 | $855K | No quote | No quote |
| 62 | RDSA | Royal Dutch Shell COM | 0.06% | - | 0 | $759K | No quote | No quote |
| 63 | RPV | Rydex S&P 500 Pure Value COM | 0.05% | - | 0 | $657K | No quote | No quote |
| 64 | CL | Colgate Palmolive COM | 0.05% | Reduce -3.5% | 7,313,000 | $624K | $0.09 | No quote |
| 66 | EMF | Templeton Emerging Markets COM | 0.04% | - | 0 | $559K | No quote | No quote |
| 65 | PXR | PowerShares Emerg Mks Infrastr COM | 0.04% | - | 0 | $559K | No quote | No quote |
| 67 | MRO | Marathon Oil COM | 0.04% | - | 0 | $506K | No quote | No quote |
| 68 | GCS | DWS Global Commodities COM | 0.04% | - | 0 | $490K | No quote | No quote |
| 70 | TEVA | Teva Pharmaceutical Industries COM | 0.04% | Reduce -14.1% | 7,628,594 | $481K | $0.06 | No quote |
| 69 | JEQ | Japan Equity Fd Inc Com COM | 0.04% | - | 0 | $481K | No quote | No quote |
| 71 | PEO | Petroleum & Res Corp Com COM | 0.03% | - | 0 | $478K | No quote | No quote |
| 72 | OXY | Occidental Pete Corp. COM | 0.03% | Reduce -18.1% | 5,088,000 | $430K | $0.08 | No quote |
| 73 | MO | Altria Group Inc. COM | 0.03% | - | 0 | $406K | No quote | No quote |
| 74 | D | Dominion Res Inc Va Com COM | 0.03% | Add +8.1% | 8,316,923 | $342K | $0.04 | No quote |
| 75 | BSV | Vanguard Short-Term Bond NAV COM | 0.02% | - | 4,090,000 | $327K | No quote | No quote |
| 76 | MMP | Magellan Midstream Prtns COM | 0.02% | Reduce -23.4% | 6,701,310 | $319K | No quote | No quote |
| 77 | XTO | XTO Energy Inc COM | 0.02% | Add +9.8% | 6,714,000 | $317K | No quote | No quote |
| 78 | SBAC | SBA Communications Corp COM | 0.02% | - | 8,388,000 | $303K | $0.04 | No quote |
| 79 | MDY | Midcap SPDR Tr Un Sr 1 COM | 0.02% | - | 2,080,000 | $298K | $0.14 | No quote |
| 80 | APU | Amerigas Partners LP COM | 0.02% | Reduce -9.5% | 6,700,000 | $269K | No quote | No quote |
| 81 | RFV | Rydex S&P Mid Cap 400 Pure Val COM | 0.02% | New | 7,800,000 | $248K | No quote | No quote |
| 82 | PAAS | Pan American Silver Corp COM | 0.02% | - | 0 | $247K | No quote | No quote |
| 83 | CYB | WisdomTree Dreyfus Chinese Yua COM | 0.02% | New | 9,600,000 | $241K | No quote | No quote |
| 85 | TYC | Tyco International Ltd Com COM | 0.02% | - | 6,200,000 | $237K | No quote | No quote |
| 84 | BKF | iShares MSCI Bric COM | 0.02% | - | 5,100,000 | $237K | No quote | No quote |
| 86 | BDD | Powershares DB Base Metals Dou COM | 0.02% | New | 0 | $232K | No quote | No quote |
| 87 | STR | Questar Corp COM | 0.02% | - | 5,100,000 | $220K | No quote | No quote |
| 88 | MON | Monsanto Co COM | 0.01% | New | 2,825,000 | $202K | No quote | No quote |
| 89 | OKS | Oneok Partners LP COM | 0.01% | Reduce -29.7% | 3,017,000 | $185K | No quote | No quote |
| 90 | STZ | Constellation Brands Inc COM | 0.01% | - | 0 | $172K | No quote | No quote |
| 91 | QVCA | Liberty Interactive Group Ser. COM | 0.01% | - | 0 | $164K | No quote | No quote |
| 92 | PBCT | Peoples United COM | 0.01% | - | 0 | $156K | No quote | No quote |
| 93 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $3K | No quote | No quote |
| 105 | UTX | United Technologies COM | - | Sold | 0 | $0 | No quote | No quote |
| 104 | NUE | Nucor Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 103 | NVS | Novartis AG COM | - | Sold | 0 | $0 | No quote | No quote |
| 102 | MHS | Medco Health Solutions Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 101 | DEO | Diageo PLC COM | - | Sold | 0 | $0 | No quote | No quote |
| 100 | CME | CME Group Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 99 | XEC | Cimarex Energy Co COM | - | Sold | 0 | $0 | No quote | No quote |
| 98 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |
| 97 | CAH | Cardinal Health Inc Com COM | - | Sold | 0 | $0 | No quote | No quote |
| 96 | BIIB | Biogen Idec Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 95 | BRK-B | Berkshire Hathaway Inc Cl B COM | - | Sold | 0 | $0 | No quote | No quote |
| 94 | BDX | Becton Dickinson & Co COM | - | Sold | 0 | $0 | No quote | No quote |