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 10 of 93 rows. Rows without a quote are marked unavailable.
| 1 | GG | Goldcorp Inc COM | 4.35% | - | 0 | $67.39M | No quote | No quote |
| 2 | NEM | Newmont Mining Corp Com COM | 4.22% | - | 0 | $65.32M | No quote | No quote |
| 3 | GOLD | Barrick Gold Corp Com COM | 4.03% | - | 0 | $62.35M | No quote | No quote |
| 4 | JNJ | Johnson & Johnson COM | 3.72% | - | 0 | $57.69M | No quote | No quote |
| 5 | KO | Coca Cola COM | 3.65% | - | 0 | $56.54M | No quote | No quote |
| 6 | ABT | Abbott Labs COM | 3.53% | - | 0 | $54.71M | No quote | No quote |
| 7 | T | AT&T Inc COM | 3.53% | - | 0 | $54.69M | No quote | No quote |
| 8 | PFE | Pfizer COM | 3.34% | - | 0 | $51.67M | No quote | No quote |
| 9 | VZ | Verizon Communications Com COM | 3.18% | - | 0 | $49.18M | No quote | No quote |
| 10 | ADM | Archer Daniels Midland Com COM | 2.97% | - | 0 | $46.02M | No quote | No quote |
| 11 | PEP | Pepsico Inc COM | 2.87% | - | 0 | $44.5M | No quote | No quote |
| 12 | MRK | Merck & Co COM | 2.86% | - | 0 | $44.29M | No quote | No quote |
| 13 | BMY | Bristol-Myers Squibb Co COM | 2.81% | - | 0 | $43.5M | No quote | No quote |
| 14 | PG | Procter and Gamble COM | 2.80% | - | 0 | $43.3M | No quote | No quote |
| 15 | CEF | Central Fund* COM | 2.54% | - | 0 | $39.3M | No quote | No quote |
| 16 | WM | Waste Mgmt Inc Del Com COM | 2.38% | - | 0 | $36.91M | No quote | No quote |
| 17 | WMT | WalMart Stores COM | 2.20% | - | 0 | $34.12M | No quote | No quote |
| 18 | EXC | Exelon Corporation COM | 2.09% | - | 0 | $32.34M | No quote | No quote |
| 19 | TRP | Transcanada Corp COM | 2.05% | - | 0 | $31.75M | No quote | No quote |
| 20 | MSFT | Microsoft Corp COM | 2.02% | - | 0 | $31.28M | No quote | No quote |
| 21 | NTTYY | Nippon Teleg & Tel COM | 1.94% | - | 0 | $30.1M | No quote | No quote |
| 22 | KFT | Kraft Foods Inc Cl A COM | 1.89% | - | 0 | $29.25M | No quote | No quote |
| 23 | VOD | Vodafone COM | 1.82% | - | 0 | $28.13M | No quote | No quote |
| 24 | SNY | Sanofi COM | 1.81% | New | 0 | $28.07M | No quote | No quote |
| 25 | CHL | China Mobile LTD COM | 1.80% | - | 0 | $27.81M | No quote | No quote |
| 26 | CL | Colgate Palmolive COM | 1.73% | - | 0 | $26.84M | No quote | No quote |
| 27 | INTC | Intel Corp COM | 1.69% | - | 0 | $26.16M | No quote | No quote |
| 28 | XOM | Exxon Mobil Corporation COM | 1.58% | - | 0 | $24.54M | No quote | No quote |
| 29 | KMB | Kimberly Clark COM | 1.56% | - | 0 | $24.22M | No quote | No quote |
| 30 | GE | General Electric COM | 1.52% | - | 0 | $23.47M | No quote | No quote |
| 31 | MMM | 3M Company COM | 1.43% | - | 0 | $22.11M | No quote | No quote |
| 32 | COP | ConocoPhillips COM | 1.43% | - | 0 | $22.09M | No quote | No quote |
| 33 | MCD | McDonalds Corp COM | 1.42% | - | 0 | $22.05M | No quote | No quote |
| 34 | DE | Deere & Co COM | 1.41% | - | 0 | $21.82M | No quote | No quote |
| 35 | ADP | Automatic Data Processing COM | 1.35% | - | 0 | $20.89M | No quote | No quote |
| 36 | UPS | United Parcel Service COM | 1.30% | New | 0 | $20.12M | No quote | No quote |
| 37 | DUK | Duke Energy Corp COM | 1.26% | - | 0 | $19.56M | No quote | No quote |
| 38 | MDT | Medtronic COM | 1.24% | New | 0 | $19.18M | No quote | No quote |
| 39 | TRV | The Travelers Co COM | 1.19% | - | 0 | $18.44M | No quote | No quote |
| 40 | TSN | Tyson Foods Inc Cl A COM | 1.19% | - | 0 | $18.36M | No quote | No quote |
| 41 | ORCL | Oracle Corp Com COM | 1.12% | - | 0 | $17.3M | No quote | No quote |
| 42 | EWJ | iShares MSCI Japan COM | 0.97% | - | 0 | $15.02M | No quote | No quote |
| 43 | CCJ | Cameco Corp COM | 0.88% | - | 0 | $13.7M | No quote | No quote |
| 44 | PNC | PNC Bank Corp COM | 0.78% | - | 0 | $12.15M | No quote | No quote |
| 45 | CVX | Chevron Corp COM | 0.75% | - | 0 | $11.65M | No quote | No quote |
| 46 | GFI | Gold Fields Ltd COM | 0.62% | - | 0 | $9.56M | No quote | No quote |
| 47 | MKC | McCormick & Co COM | 0.55% | - | 0 | $8.52M | No quote | No quote |
| 48 | GLD | SPDR Gold Trust COM | 0.34% | - | 0 | $5.24M | No quote | No quote |
| 49 | RGLD | Royal Gold, Inc COM | 0.30% | - | 0 | $4.6M | No quote | No quote |
| 50 | GDX | Market Vectors Gold Miners COM | 0.26% | - | 0 | $3.99M | No quote | No quote |
| 51 | SPY | SPDR Tr Unit Ser 1 COM | 0.23% | - | 0 | $3.57M | No quote | No quote |
| 52 | PM | Phillip Morris International COM | 0.23% | - | 0 | $3.51M | No quote | No quote |
| 53 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.11% | - | 0 | $1.64M | No quote | No quote |
| 54 | RDSB | Royal Dutch Shell PLC B COM | 0.10% | - | 0 | $1.62M | No quote | No quote |
| 55 | VOX | Vanguard Telecommunications COM | 0.10% | - | 0 | $1.48M | No quote | No quote |
| 56 | DVY | iShares Dow Jones Select Div I COM | 0.09% | - | 0 | $1.46M | No quote | No quote |
| 57 | JOF | Japan Smaller Cap. Fund COM | 0.08% | - | 0 | $1.18M | No quote | No quote |
| 58 | BRK-B | Berkshire Hathaway Inc Cl B COM | 0.06% | New | 0 | $985K | No quote | No quote |
| 59 | VIG | Vanguard Dividend Appreciation COM | 0.06% | - | 0 | $969K | No quote | No quote |
| 60 | KMP | Kinder Morgan Energy COM | 0.05% | Reduce -100.0% | 0 | $763K | No quote | No quote |
| 61 | RDSA | Royal Dutch Shell COM | 0.05% | - | 0 | $761K | No quote | No quote |
| 62 | PFF | iShares S&P U.S. Preferred Sto COM | 0.05% | - | 0 | $719K | No quote | No quote |
| 63 | EMR | Emerson Electric COM | 0.05% | - | 0 | $717K | No quote | No quote |
| 64 | IAU | iShares Comex Gold COM | 0.05% | - | 0 | $703K | No quote | No quote |
| 65 | MO | Altria Group Inc. COM | 0.04% | - | 0 | $600K | No quote | No quote |
| 66 | EMF | Templeton Emerging Markets COM | 0.03% | - | 0 | $540K | No quote | No quote |
| 67 | JEQ | Japan Equity Fd Inc Com COM | 0.03% | - | 0 | $491K | No quote | No quote |
| 68 | UNP | Union Pacific COM | 0.03% | - | 4,640,000 | $484K | $0.10 | No quote |
| 69 | PEO | Petroleum & Res Corp Com COM | 0.02% | - | 0 | $351K | No quote | No quote |
| 71 | MDY | Midcap SPDR Tr Un Sr 1 COM | 0.02% | - | 1,845,000 | $327K | $0.18 | No quote |
| 70 | D | Dominion Res Inc Va Com COM | 0.02% | Reduce -23.3% | 6,771,442 | $327K | $0.05 | No quote |
| 72 | AAPL | Apple Inc. COM | 0.02% | Add +29.3% | 970,000 | $326K | $0.34 | No quote |
| 73 | LLY | Eli Lilly & Co COM | 0.02% | New | 8,585,000 | $322K | $0.04 | No quote |
| 74 | SBAC | SBA Communications Corp COM | 0.02% | - | 8,388,000 | $320K | $0.04 | No quote |
| 75 | NVS | Novartis AG COM | 0.02% | - | 5,200,000 | $318K | $0.06 | No quote |
| 76 | TEVA | Teva Pharmaceutical Industries COM | 0.02% | New | 5,301,594 | $256K | $0.05 | No quote |
| 77 | GDXJ | Market Vectors Junior Gold Min COM | 0.02% | New | 7,275,000 | $251K | No quote | No quote |
| 78 | TYC | Tyco International Ltd Com COM | 0.02% | Reduce -1.0% | 5,000,000 | $247K | No quote | No quote |
| 80 | CYB | WisdomTree Dreyfus Chinese Yua COM | 0.02% | - | 9,600,000 | $244K | No quote | No quote |
| 79 | - | American Water Works Co Inc COMCUSIP 030411102 | 0.02% | - | 8,300,000 | $244K | No quote | No quote |
| 81 | MMP | Magellan Midstream Prtns COM | 0.02% | Add +7.3% | 3,923,808 | $234K | No quote | No quote |
| 82 | PDM | Piedmont Office Rlty Tr Inc Co COM | 0.01% | - | 0 | $220K | No quote | No quote |
| 83 | GOOGL | Google Inc Cl A COM | 0.01% | New | 400,000 | $203K | $0.51 | No quote |
| 84 | CLX | Clorox Co COM | 0.01% | Add +0.1% | 2,976,554 | $201K | $0.07 | No quote |
| 85 | FNFG | First Niagara Financial Group COM | 0.01% | - | 0 | $165K | No quote | No quote |
| 86 | PHYS | Sprott Physical Gold Trust COM | 0.01% | New | 0 | $137K | No quote | No quote |
| 87 | JOFRT | Japan Smaller Cap Fund Exp 7/2 COM | 0.00% | New | 0 | $39K | No quote | No quote |
| 88 | LGDI | Legend International Holding COM | 0.00% | - | 0 | $6K | No quote | No quote |
| 89 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $1K | 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 |