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 14 of 99 rows. Rows without a quote are marked unavailable.
| 1 | GOLD | Barrick Gold Corp Com COM | 4.44% | - | 0 | $66.68M | No quote | No quote |
| 2 | NEM | Newmont Mining Corp Com COM | 4.24% | - | 0 | $63.63M | No quote | No quote |
| 3 | GG | Goldcorp Inc COM | 4.20% | - | 0 | $63.05M | No quote | No quote |
| 4 | KO | Coca Cola COM | 3.62% | - | 0 | $54.37M | No quote | No quote |
| 5 | T | AT&T Inc COM | 3.28% | - | 0 | $49.29M | No quote | No quote |
| 6 | ADM | Archer Daniels Midland Com COM | 3.21% | - | 0 | $48.17M | No quote | No quote |
| 7 | JNJ | Johnson & Johnson COM | 3.05% | - | 0 | $45.88M | No quote | No quote |
| 8 | ABT | Abbott Labs COM | 3.01% | - | 0 | $45.14M | No quote | No quote |
| 9 | MRK | Merck & Co COM | 2.98% | - | 0 | $44.81M | No quote | No quote |
| 10 | VZ | Verizon Communications Com COM | 2.82% | - | 0 | $42.32M | No quote | No quote |
| 11 | CEF | Central Fund* COM | 2.79% | - | 0 | $41.84M | No quote | No quote |
| 12 | PFE | Pfizer COM | 2.77% | - | 0 | $41.61M | No quote | No quote |
| 13 | NTTYY | Nippon Teleg & Tel COM | 2.70% | - | 0 | $40.51M | No quote | No quote |
| 14 | FLR | Fluor Corp. COM | 2.63% | - | 0 | $39.56M | No quote | No quote |
| 15 | XOM | Exxon Mobil Corporation COM | 2.57% | - | 0 | $38.66M | No quote | No quote |
| 16 | PG | Procter and Gamble COM | 2.57% | - | 0 | $38.54M | No quote | No quote |
| 17 | PEP | Pepsico Inc COM | 2.50% | - | 0 | $37.56M | No quote | No quote |
| 18 | WM | Waste Mgmt Inc Del Com COM | 2.07% | - | 0 | $31.1M | No quote | No quote |
| 19 | BMY | Bristol-Myers Squibb Co COM | 2.02% | - | 0 | $30.31M | No quote | No quote |
| 20 | CHL | China Mobile LTD COM | 1.87% | - | 0 | $28.03M | No quote | No quote |
| 21 | MSFT | Microsoft Corp COM | 1.86% | - | 0 | $28M | No quote | No quote |
| 22 | COP | ConocoPhillips COM | 1.83% | - | 0 | $27.53M | No quote | No quote |
| 23 | MMM | 3M Company COM | 1.79% | - | 0 | $26.96M | No quote | No quote |
| 24 | CVX | Chevron Corp COM | 1.76% | - | 0 | $26.44M | No quote | No quote |
| 25 | VOD | Vodafone COM | 1.69% | - | 0 | $25.35M | No quote | No quote |
| 26 | GE | General Electric COM | 1.68% | - | 0 | $25.28M | No quote | No quote |
| 27 | WMT | WalMart Stores COM | 1.68% | - | 0 | $25.18M | No quote | No quote |
| 28 | INTC | Intel Corp COM | 1.64% | - | 0 | $24.63M | No quote | No quote |
| 29 | ORCL | Oracle Corp Com COM | 1.63% | - | 0 | $24.54M | No quote | No quote |
| 30 | DE | Deere & Co COM | 1.49% | - | 0 | $22.45M | No quote | No quote |
| 31 | AGCO | Agco Corp Com COM | 1.46% | New | 0 | $21.94M | No quote | No quote |
| 32 | CL | Colgate Palmolive COM | 1.38% | - | 0 | $20.75M | No quote | No quote |
| 33 | GSK | GlaxoSmithKline PLC COM | 1.34% | - | 0 | $20.2M | No quote | No quote |
| 34 | TXN | Texas Instrs Inc Com COM | 1.32% | New | 0 | $19.76M | No quote | No quote |
| 35 | KMB | Kimberly Clark COM | 1.32% | - | 0 | $19.75M | No quote | No quote |
| 36 | JPM | J.P. Morgan COM | 1.25% | New | 0 | $18.73M | No quote | No quote |
| 37 | TRV | The Travelers Co COM | 1.23% | - | 0 | $18.53M | No quote | No quote |
| 38 | TRP | Transcanada Corp COM | 1.23% | New | 0 | $18.47M | No quote | No quote |
| 39 | PAYX | Paychex Inc COM | 1.23% | New | 0 | $18.46M | No quote | No quote |
| 40 | CLX | Clorox Co COM | 1.22% | New | 0 | $18.27M | No quote | No quote |
| 41 | CSCO | Cisco Sys Inc Com COM | 1.21% | - | 0 | $18.14M | No quote | No quote |
| 42 | PNC | PNC Bank Corp COM | 1.18% | New | 0 | $17.72M | No quote | No quote |
| 43 | CCJ | Cameco Corp COM | 1.18% | - | 0 | $17.68M | No quote | No quote |
| 44 | SHAW | Shaw Group Inc. COM | 1.12% | - | 0 | $16.8M | No quote | No quote |
| 45 | EWJ | iShares MSCI Japan COM | 1.12% | - | 0 | $16.8M | No quote | No quote |
| 46 | GFI | Gold Fields Ltd COM | 0.82% | - | 0 | $12.32M | No quote | No quote |
| 47 | K | Kellogg Co COM | 0.78% | - | 0 | $11.67M | No quote | No quote |
| 48 | MKC | McCormick & Co COM | 0.52% | - | 0 | $7.77M | No quote | No quote |
| 49 | GLD | SPDR Gold Trust COM | 0.34% | - | 0 | $5.06M | No quote | No quote |
| 50 | GDX | Market Vectors Gold Miners COM | 0.28% | - | 0 | $4.25M | No quote | No quote |
| 51 | RGLD | Royal Gold, Inc COM | 0.25% | - | 0 | $3.8M | No quote | No quote |
| 52 | SPY | SPDR Tr Unit Ser 1 COM | 0.25% | - | 0 | $3.78M | No quote | No quote |
| 53 | PM | Phillip Morris International COM | 0.23% | - | 0 | $3.5M | No quote | No quote |
| 54 | UMDD | Proshares Tr Ultrapro Mid Cap COM | 0.14% | New | 0 | $2.11M | No quote | No quote |
| 55 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.11% | - | 0 | $1.64M | No quote | No quote |
| 56 | RDSB | Royal Dutch Shell PLC B COM | 0.10% | - | 0 | $1.53M | No quote | No quote |
| 57 | UYM | Ultra Basic Materials ProShare COM | 0.09% | New | 0 | $1.38M | No quote | No quote |
| 58 | JOF | Japan Smaller Cap. Fund COM | 0.09% | - | 0 | $1.3M | No quote | No quote |
| 59 | VOX | Vanguard Telecommunications COM | 0.07% | New | 0 | $1.06M | No quote | No quote |
| 60 | RDSA | Royal Dutch Shell COM | 0.06% | - | 0 | $869K | No quote | No quote |
| 61 | EMR | Emerson Electric COM | 0.05% | - | 0 | $711K | No quote | No quote |
| 62 | KMP | Kinder Morgan Energy COM | 0.04% | - | 9,316,620 | $655K | No quote | No quote |
| 63 | EMF | Templeton Emerging Markets COM | 0.04% | - | 0 | $603K | No quote | No quote |
| 64 | DVY | Ishares Dow Jones Select Div I COM | 0.04% | New | 0 | $573K | No quote | No quote |
| 65 | BDD | Powershares DB Base Metals Dou COM | 0.04% | New | 0 | $527K | No quote | No quote |
| 66 | MO | Altria Group Inc. COM | 0.03% | - | 0 | $509K | No quote | No quote |
| 67 | JEQ | Japan Equity Fd Inc Com COM | 0.03% | - | 0 | $505K | No quote | No quote |
| 69 | PEO | Petroleum & Res Corp Com COM | 0.03% | - | 0 | $481K | No quote | No quote |
| 68 | MRO | Marathon Oil COM | 0.03% | - | 0 | $481K | No quote | No quote |
| 70 | IAU | iShares Comex Gold COM | 0.03% | New | 0 | $477K | No quote | No quote |
| 71 | UNP | Union Pacific COM | 0.03% | - | 4,640,000 | $430K | $0.09 | No quote |
| 72 | VIG | Vanguard Dividend Appreciation COM | 0.03% | New | 8,100,000 | $426K | $0.05 | No quote |
| 73 | IDX | Market Vectors Indonesia COM | 0.03% | Reduce -13.5% | 4,800,000 | $419K | No quote | No quote |
| 74 | PAAS | Pan American Silver Corp COM | 0.03% | Add +0.7% | 9,316,000 | $384K | $0.04 | No quote |
| 75 | SBAC | SBA Communications Corp COM | 0.02% | - | 8,388,000 | $343K | $0.04 | No quote |
| 76 | MDY | Midcap SPDR Tr Un Sr 1 COM | 0.02% | Reduce -6.8% | 1,845,000 | $304K | $0.16 | No quote |
| 78 | NVS | Novartis AG COM | 0.02% | - | 5,050,000 | $298K | $0.06 | No quote |
| 77 | D | Dominion Res Inc Va Com COM | 0.02% | Reduce -7.9% | 6,969,605 | $298K | $0.04 | No quote |
| 79 | CYB | WisdomTree Dreyfus Chinese Yua COM | 0.02% | - | 9,600,000 | $244K | No quote | No quote |
| 80 | AAPL | Apple Inc. COM | 0.02% | New | 750,000 | $242K | $0.32 | No quote |
| 81 | - | American Water Works Co Inc COMCUSIP 030411102 | 0.01% | New | 8,300,000 | $210K | No quote | No quote |
| 83 | TYC | Tyco International Ltd Com COM | 0.01% | Reduce -19.4% | 5,000,000 | $207K | No quote | No quote |
| 82 | MMP | Magellan Midstream Prtns COM | 0.01% | Reduce -9.3% | 3,658,310 | $207K | No quote | No quote |
| 84 | OXY | Occidental Pete Corp. COM | 0.01% | Reduce -45.9% | 1,825,000 | $179K | $0.10 | No quote |
| 85 | FNFG | First Niagara Financial Group COM | 0.01% | - | 0 | $175K | No quote | No quote |
| 86 | EPD | Enterprise Products Part LP COM | 0.01% | New | 3,823,000 | $159K | $0.04 | No quote |
| 87 | APU | Amerigas Partners LP COM | 0.01% | Reduce -52.5% | 2,800,000 | $137K | No quote | No quote |
| 88 | PNY | Piedmont Natural Gas COM | 0.01% | New | 3,050,000 | $85K | No quote | No quote |
| 89 | GDXJ | Market Vectors Junior Gold Min COM | 0.00% | Reduce -17.4% | 1,800,000 | $72K | No quote | No quote |
| 90 | IBM | International Business Machine COM | 0.00% | New | 465,000 | $68K | $0.15 | No quote |
| 91 | BP | BP Amoco PLC COM | 0.00% | New | 1,500,000 | $66K | $0.04 | No quote |
| 92 | SDY | SPDR S&P Dividend ETF COM | 0.00% | New | 500,000 | $26K | $0.05 | No quote |
| 93 | BCST | Broadcast Intl Inc COM | 0.00% | New | 0 | $24K | No quote | No quote |
| 94 | LGDI | Legend International Holding COM | 0.00% | - | 0 | $10K | No quote | No quote |
| 95 | HD | Home Depot COM | 0.00% | New | 225,000 | $8K | $0.04 | No quote |
| 99 | BSV | Vanguard Short-Term Bond NAV COM | - | Sold | 0 | $0 | No quote | No quote |
| 98 | TEVA | Teva Pharmaceutical Industries COM | - | Sold | 0 | $0 | No quote | No quote |
| 97 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $0 | No quote | No quote |
| 96 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |