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
- +8.29%
- 1-year
- -10.38%
- 3-year
- +34.77%
- 5-year
- +43.41%
- 3-year vs S&P 500
- -38.47%
- 5-year vs S&P 500
- -30.27%
- 5-year top 5
- +41.99%
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 2026-06-06 from SEC 13F data.
Live quotes available for 8 of 86 rows. Rows without a quote are marked unavailable.
| 1 | KMP | Kinder Morgan Energy COM | 10.27% | - | 9,316,620 | $638K | No quote | No quote |
| 2 | IDX | Market Vectors Indonesia COM | 7.74% | New | 5,550,000 | $481K | No quote | No quote |
| 3 | UNP | Union Pacific COM | 6.12% | New | 4,640,000 | $380K | $0.08 | No quote |
| 4 | SBAC | SBA Communications Corp COM | 5.44% | - | 8,388,000 | $338K | $0.04 | No quote |
| 5 | BSV | Vanguard Short-Term Bond NAV COM | 5.38% | - | 4,090,000 | $334K | No quote | No quote |
| 6 | D | Dominion Res Inc Va Com COM | 5.31% | Reduce -3.8% | 7,568,693 | $330K | $0.04 | No quote |
| 7 | NVS | Novartis AG COM | 4.68% | - | 5,050,000 | $291K | $0.06 | No quote |
| 8 | MDY | Midcap SPDR Tr Un Sr 1 COM | 4.64% | Reduce -4.8% | 1,980,000 | $288K | $0.15 | No quote |
| 9 | PAAS | Pan American Silver Corp COM | 4.41% | Reduce -7.0% | 9,250,000 | $274K | $0.03 | No quote |
| 11 | OXY | Occidental Pete Corp. COM | 4.25% | Reduce -17.0% | 3,375,000 | $264K | $0.08 | No quote |
| 10 | APU | Amerigas Partners LP COM | 4.25% | Reduce -9.2% | 5,900,000 | $264K | No quote | No quote |
| 12 | CYB | WisdomTree Dreyfus Chinese Yua COM | 3.93% | - | 9,600,000 | $244K | No quote | No quote |
| 13 | TYC | Tyco International Ltd Com COM | 3.67% | - | 6,200,000 | $228K | No quote | No quote |
| 14 | MMP | Magellan Midstream Prtns COM | 3.35% | New | 4,033,310 | $208K | No quote | No quote |
| 15 | TEVA | Teva Pharmaceutical Industries COM | 3.33% | - | 3,928,594 | $207K | $0.05 | No quote |
| 16 | GDXJ | Market Vectors Junior Gold Min COM | 1.17% | New | 2,180,000 | $73K | No quote | No quote |
| 17 | NEM | Newmont Mining Corp Com COM | 0.99% | - | 0 | $61.28K | No quote | No quote |
| 18 | GOLD | Barrick Gold Corp Com COM | 0.93% | - | 0 | $57.98K | No quote | No quote |
| 19 | GG | Goldcorp Inc COM | 0.92% | - | 0 | $56.89K | No quote | No quote |
| 20 | VZ | Verizon Communications Com COM | 0.85% | - | 0 | $52.52K | No quote | No quote |
| 21 | ADM | Archer Daniels Midland Com COM | 0.83% | - | 0 | $51.49K | No quote | No quote |
| 22 | KO | Coca Cola COM | 0.80% | - | 0 | $49.64K | No quote | No quote |
| 23 | T | AT&T Inc COM | 0.79% | - | 0 | $48.91K | No quote | No quote |
| 24 | MRK | Merck & Co COM | 0.75% | - | 0 | $46.76K | No quote | No quote |
| 25 | ABT | Abbott Labs COM | 0.70% | - | 0 | $43.38K | No quote | No quote |
| 26 | JNJ | Johnson & Johnson COM | 0.66% | - | 0 | $41.31K | No quote | No quote |
| 27 | PFE | Pfizer COM | 0.66% | - | 0 | $41.3K | No quote | No quote |
| 28 | NTTYY | Nippon Teleg & Tel COM | 0.64% | - | 0 | $40K | No quote | No quote |
| 29 | PEP | Pepsico Inc COM | 0.63% | - | 0 | $38.85K | No quote | No quote |
| 30 | PG | Procter and Gamble COM | 0.58% | - | 0 | $36.27K | No quote | No quote |
| 31 | CEF | Central Fund* COM | 0.57% | - | 0 | $35.39K | No quote | No quote |
| 32 | VOD | Vodafone COM | 0.51% | - | 0 | $31.86K | No quote | No quote |
| 33 | WM | Waste Mgmt Inc Del Com COM | 0.50% | - | 0 | $31.24K | No quote | No quote |
| 34 | SHAW | Shaw Group Inc. COM | 0.50% | - | 0 | $31.08K | No quote | No quote |
| 35 | CSCO | Cisco Sys Inc Com COM | 0.50% | - | 0 | $31.05K | No quote | No quote |
| 36 | INTC | Intel Corp COM | 0.49% | - | 0 | $30.41K | No quote | No quote |
| 37 | WMT | WalMart Stores COM | 0.49% | - | 0 | $30.3K | No quote | No quote |
| 38 | ORCL | Oracle Corp Com COM | 0.48% | - | 0 | $29.98K | No quote | No quote |
| 39 | BMY | Bristol-Myers Squibb Co COM | 0.48% | - | 0 | $29.57K | No quote | No quote |
| 40 | SO | Southern Company COM | 0.44% | - | 0 | $27.36K | No quote | No quote |
| 41 | MSFT | Microsoft Corp COM | 0.43% | - | 0 | $26.77K | No quote | No quote |
| 42 | FLR | Fluor Corp. COM | 0.41% | - | 0 | $25.77K | No quote | No quote |
| 43 | KMB | Kimberly Clark COM | 0.40% | - | 0 | $24.75K | No quote | No quote |
| 44 | K | Kellogg Co COM | 0.39% | - | 0 | $24.06K | No quote | No quote |
| 45 | CCJ | Cameco Corp COM | 0.39% | - | 0 | $23.99K | No quote | No quote |
| 46 | GSK | GlaxoSmithKline PLC COM | 0.38% | - | 0 | $23.63K | No quote | No quote |
| 47 | CVX | Chevron Corp COM | 0.36% | - | 0 | $22.5K | No quote | No quote |
| 48 | GE | General Electric COM | 0.35% | - | 0 | $21.68K | No quote | No quote |
| 49 | XOM | Exxon Mobil Corporation COM | 0.35% | - | 0 | $21.45K | No quote | No quote |
| 50 | COP | ConocoPhillips COM | 0.32% | - | 0 | $19.59K | No quote | No quote |
| 51 | CL | Colgate Palmolive COM | 0.31% | - | 0 | $19.51K | No quote | No quote |
| 52 | DE | Deere & Co COM | 0.31% | - | 0 | $18.99K | No quote | No quote |
| 53 | TRV | The Travelers Co COM | 0.31% | - | 0 | $18.98K | No quote | No quote |
| 54 | MMM | 3M Company COM | 0.30% | Reduce -100.0% | 0 | $18.78K | No quote | No quote |
| 55 | CHL | China Mobile LTD COM | 0.29% | New | 0 | $18.06K | No quote | No quote |
| 56 | EWJ | iShares MSCI Japan COM | 0.26% | - | 0 | $16.32K | No quote | No quote |
| 57 | GFI | Gold Fields Ltd COM | 0.17% | - | 0 | $10.84K | No quote | No quote |
| 58 | MKC | McCormick & Co COM | 0.12% | - | 0 | $7.21K | No quote | No quote |
| 59 | GLD | SPDR Gold Trust COM | 0.09% | - | 0 | $5.51K | No quote | No quote |
| 60 | RGLD | Royal Gold, Inc COM | 0.08% | - | 0 | $4.96K | No quote | No quote |
| 61 | GDX | Market Vectors Gold Miners COM | 0.07% | - | 0 | $4.09K | No quote | No quote |
| 62 | SPY | SPDR Tr Unit Ser 1 COM | 0.06% | - | 0 | $3.65K | No quote | No quote |
| 63 | PM | Phillip Morris International COM | 0.06% | - | 0 | $3.52K | No quote | No quote |
| 64 | SGOL | ETFS Physical Swiss Gold COM | 0.03% | - | 0 | $1.95K | No quote | No quote |
| 65 | PFF | iShares S&P U.S. Preferred Sto COM | 0.03% | Reduce -100.0% | 0 | $1.61K | No quote | No quote |
| 66 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.02% | - | 0 | $1.51K | No quote | No quote |
| 67 | RDSB | Royal Dutch Shell PLC B COM | 0.02% | - | 0 | $1.39K | No quote | No quote |
| 68 | JOF | Japan Smaller Cap. Fund COM | 0.02% | - | 0 | $1.19K | No quote | No quote |
| 69 | RDSA | Royal Dutch Shell COM | 0.01% | - | 0 | $785 | No quote | No quote |
| 70 | EMR | Emerson Electric COM | 0.01% | - | 0 | $656 | No quote | No quote |
| 71 | EMF | Templeton Emerging Markets COM | 0.01% | - | 0 | $561 | No quote | No quote |
| 72 | MO | Altria Group Inc. COM | 0.01% | - | 0 | $479 | No quote | No quote |
| 73 | JEQ | Japan Equity Fd Inc Com COM | 0.01% | - | 0 | $446 | No quote | No quote |
| 74 | MRO | Marathon Oil COM | 0.01% | - | 0 | $430 | No quote | No quote |
| 75 | PEO | Petroleum & Res Corp Com COM | 0.01% | - | 0 | $426 | No quote | No quote |
| 76 | STZ | Constellation Brands Inc COM | 0.00% | - | 0 | $227 | No quote | No quote |
| 77 | FNFG | First Niagara Financial Group COM | 0.00% | New | 0 | $134 | No quote | No quote |
| 78 | LGDI | Legend International Holding COM | 0.00% | New | 0 | $8 | No quote | No quote |
| 79 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $1 | No quote | No quote |
| 86 | STR | Questar Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 85 | PNY | Piedmont Natural Gas COM | - | Sold | 0 | $0 | No quote | No quote |
| 84 | MHS | Medco Health Solutions Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 83 | IBM | International Business Machine COM | - | Sold | 0 | $0 | No quote | No quote |
| 82 | EPD | Enterprise Products Part LP COM | - | Sold | 0 | $0 | No quote | No quote |
| 81 | CVS | CVS Caremark Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 80 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |