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 10 of 93 rows. Rows without a quote are marked unavailable.
| 1 | UNP | Union Pacific COM | 8.28% | - | 4,640,000 | $484K | $0.10 | No quote |
| 3 | MDY | Midcap SPDR Tr Un Sr 1 COM | 5.59% | - | 1,845,000 | $327K | $0.18 | No quote |
| 2 | D | Dominion Res Inc Va Com COM | 5.59% | Reduce -23.3% | 6,771,442 | $327K | $0.05 | No quote |
| 4 | AAPL | Apple Inc. COM | 5.57% | Add +29.3% | 970,000 | $326K | $0.34 | No quote |
| 5 | LLY | Eli Lilly & Co COM | 5.51% | New | 8,585,000 | $322K | $0.04 | No quote |
| 6 | SBAC | SBA Communications Corp COM | 5.47% | - | 8,388,000 | $320K | $0.04 | No quote |
| 7 | NVS | Novartis AG COM | 5.44% | - | 5,200,000 | $318K | $0.06 | No quote |
| 8 | TEVA | Teva Pharmaceutical Industries COM | 4.38% | New | 5,301,594 | $256K | $0.05 | No quote |
| 9 | GDXJ | Market Vectors Junior Gold Min COM | 4.29% | New | 7,275,000 | $251K | No quote | No quote |
| 10 | TYC | Tyco International Ltd Com COM | 4.22% | Reduce -1.0% | 5,000,000 | $247K | No quote | No quote |
| 12 | CYB | WisdomTree Dreyfus Chinese Yua COM | 4.17% | - | 9,600,000 | $244K | No quote | No quote |
| 11 | - | American Water Works Co Inc COMCUSIP 030411102 | 4.17% | - | 8,300,000 | $244K | No quote | No quote |
| 13 | MMP | Magellan Midstream Prtns COM | 4.00% | Add +7.3% | 3,923,808 | $234K | No quote | No quote |
| 14 | GOOGL | Google Inc Cl A COM | 3.47% | New | 400,000 | $203K | $0.51 | No quote |
| 15 | CLX | Clorox Co COM | 3.44% | Add +0.1% | 2,976,554 | $201K | $0.07 | No quote |
| 16 | GG | Goldcorp Inc COM | 1.15% | - | 0 | $67.39K | No quote | No quote |
| 17 | NEM | Newmont Mining Corp Com COM | 1.12% | - | 0 | $65.32K | No quote | No quote |
| 18 | GOLD | Barrick Gold Corp Com COM | 1.07% | - | 0 | $62.35K | No quote | No quote |
| 19 | JNJ | Johnson & Johnson COM | 0.99% | - | 0 | $57.69K | No quote | No quote |
| 20 | KO | Coca Cola COM | 0.97% | - | 0 | $56.54K | No quote | No quote |
| 21 | ABT | Abbott Labs COM | 0.94% | - | 0 | $54.71K | No quote | No quote |
| 22 | T | AT&T Inc COM | 0.94% | - | 0 | $54.69K | No quote | No quote |
| 23 | PFE | Pfizer COM | 0.88% | - | 0 | $51.67K | No quote | No quote |
| 24 | VZ | Verizon Communications Com COM | 0.84% | - | 0 | $49.18K | No quote | No quote |
| 25 | ADM | Archer Daniels Midland Com COM | 0.79% | - | 0 | $46.02K | No quote | No quote |
| 26 | PEP | Pepsico Inc COM | 0.76% | - | 0 | $44.5K | No quote | No quote |
| 27 | MRK | Merck & Co COM | 0.76% | - | 0 | $44.29K | No quote | No quote |
| 28 | BMY | Bristol-Myers Squibb Co COM | 0.74% | - | 0 | $43.5K | No quote | No quote |
| 29 | PG | Procter and Gamble COM | 0.74% | - | 0 | $43.3K | No quote | No quote |
| 30 | CEF | Central Fund* COM | 0.67% | - | 0 | $39.3K | No quote | No quote |
| 31 | WM | Waste Mgmt Inc Del Com COM | 0.63% | - | 0 | $36.91K | No quote | No quote |
| 32 | WMT | WalMart Stores COM | 0.58% | - | 0 | $34.12K | No quote | No quote |
| 33 | EXC | Exelon Corporation COM | 0.55% | - | 0 | $32.34K | No quote | No quote |
| 34 | TRP | Transcanada Corp COM | 0.54% | - | 0 | $31.75K | No quote | No quote |
| 35 | MSFT | Microsoft Corp COM | 0.53% | - | 0 | $31.28K | No quote | No quote |
| 36 | NTTYY | Nippon Teleg & Tel COM | 0.51% | - | 0 | $30.1K | No quote | No quote |
| 37 | KFT | Kraft Foods Inc Cl A COM | 0.50% | - | 0 | $29.25K | No quote | No quote |
| 38 | VOD | Vodafone COM | 0.48% | - | 0 | $28.13K | No quote | No quote |
| 39 | SNY | Sanofi COM | 0.48% | New | 0 | $28.07K | No quote | No quote |
| 40 | CHL | China Mobile LTD COM | 0.48% | - | 0 | $27.81K | No quote | No quote |
| 41 | CL | Colgate Palmolive COM | 0.46% | - | 0 | $26.84K | No quote | No quote |
| 42 | INTC | Intel Corp COM | 0.45% | - | 0 | $26.16K | No quote | No quote |
| 43 | XOM | Exxon Mobil Corporation COM | 0.42% | - | 0 | $24.54K | No quote | No quote |
| 44 | KMB | Kimberly Clark COM | 0.41% | - | 0 | $24.22K | No quote | No quote |
| 45 | GE | General Electric COM | 0.40% | - | 0 | $23.47K | No quote | No quote |
| 46 | MMM | 3M Company COM | 0.38% | - | 0 | $22.11K | No quote | No quote |
| 47 | COP | ConocoPhillips COM | 0.38% | - | 0 | $22.09K | No quote | No quote |
| 48 | MCD | McDonalds Corp COM | 0.38% | - | 0 | $22.05K | No quote | No quote |
| 49 | DE | Deere & Co COM | 0.37% | - | 0 | $21.82K | No quote | No quote |
| 50 | ADP | Automatic Data Processing COM | 0.36% | - | 0 | $20.89K | No quote | No quote |
| 51 | UPS | United Parcel Service COM | 0.34% | New | 0 | $20.12K | No quote | No quote |
| 52 | DUK | Duke Energy Corp COM | 0.33% | - | 0 | $19.56K | No quote | No quote |
| 53 | MDT | Medtronic COM | 0.33% | New | 0 | $19.18K | No quote | No quote |
| 54 | TRV | The Travelers Co COM | 0.32% | - | 0 | $18.44K | No quote | No quote |
| 55 | TSN | Tyson Foods Inc Cl A COM | 0.31% | - | 0 | $18.36K | No quote | No quote |
| 56 | ORCL | Oracle Corp Com COM | 0.30% | - | 0 | $17.3K | No quote | No quote |
| 57 | EWJ | iShares MSCI Japan COM | 0.26% | - | 0 | $15.02K | No quote | No quote |
| 58 | CCJ | Cameco Corp COM | 0.23% | - | 0 | $13.7K | No quote | No quote |
| 59 | PNC | PNC Bank Corp COM | 0.21% | - | 0 | $12.15K | No quote | No quote |
| 60 | CVX | Chevron Corp COM | 0.20% | - | 0 | $11.65K | No quote | No quote |
| 61 | GFI | Gold Fields Ltd COM | 0.16% | - | 0 | $9.56K | No quote | No quote |
| 62 | MKC | McCormick & Co COM | 0.15% | - | 0 | $8.52K | No quote | No quote |
| 63 | GLD | SPDR Gold Trust COM | 0.09% | - | 0 | $5.24K | No quote | No quote |
| 64 | RGLD | Royal Gold, Inc COM | 0.08% | - | 0 | $4.6K | No quote | No quote |
| 65 | GDX | Market Vectors Gold Miners COM | 0.07% | - | 0 | $3.99K | No quote | No quote |
| 66 | SPY | SPDR Tr Unit Ser 1 COM | 0.06% | - | 0 | $3.57K | No quote | No quote |
| 67 | PM | Phillip Morris International COM | 0.06% | - | 0 | $3.51K | No quote | No quote |
| 68 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.03% | - | 0 | $1.64K | No quote | No quote |
| 69 | RDSB | Royal Dutch Shell PLC B COM | 0.03% | - | 0 | $1.62K | No quote | No quote |
| 70 | VOX | Vanguard Telecommunications COM | 0.03% | - | 0 | $1.48K | No quote | No quote |
| 71 | DVY | iShares Dow Jones Select Div I COM | 0.02% | - | 0 | $1.46K | No quote | No quote |
| 72 | JOF | Japan Smaller Cap. Fund COM | 0.02% | - | 0 | $1.18K | No quote | No quote |
| 73 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 0.02% | New | 0 | $985 | No quote | No quote |
| 74 | VIG | Vanguard Dividend Appreciation COM | 0.02% | - | 0 | $969 | No quote | No quote |
| 75 | KMP | Kinder Morgan Energy COM | 0.01% | Reduce -100.0% | 0 | $763 | No quote | No quote |
| 76 | RDSA | Royal Dutch Shell COM | 0.01% | - | 0 | $761 | No quote | No quote |
| 77 | PFF | iShares S&P U.S. Preferred Sto COM | 0.01% | - | 0 | $719 | No quote | No quote |
| 78 | EMR | Emerson Electric COM | 0.01% | - | 0 | $717 | No quote | No quote |
| 79 | IAU | iShares Comex Gold COM | 0.01% | - | 0 | $703 | No quote | No quote |
| 80 | MO | Altria Group Inc. COM | 0.01% | - | 0 | $600 | No quote | No quote |
| 81 | EMF | Templeton Emerging Markets COM | 0.01% | - | 0 | $540 | No quote | No quote |
| 82 | JEQ | Japan Equity Fd Inc Com COM | 0.01% | - | 0 | $491 | No quote | No quote |
| 83 | PEO | Petroleum & Res Corp Com COM | 0.01% | - | 0 | $351 | No quote | No quote |
| 84 | PDM | Piedmont Office Rlty Tr Inc Co COM | 0.00% | - | 0 | $220 | No quote | No quote |
| 85 | FNFG | First Niagara Financial Group COM | 0.00% | - | 0 | $165 | No quote | No quote |
| 86 | PHYS | Sprott Physical Gold Trust COM | 0.00% | New | 0 | $137 | No quote | No quote |
| 87 | JOFRT | Japan Smaller Cap Fund Exp 7/2 COM | 0.00% | New | 0 | $39 | No quote | No quote |
| 88 | LGDI | Legend International Holding COM | 0.00% | - | 0 | $6 | No quote | No quote |
| 89 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $1 | No quote | No quote |
| 93 | PAAS | Pan American Silver Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 92 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |
| 91 | - | AIG Fractional Warrants Exp 1/ COMCUSIP ACG874152 | 0.00% | - | 94,522 | $0 | No quote | No quote |
| 90 | ADVNA | Advanta Corp. COM | 0.00% | New | 0 | $0 | No quote | No quote |