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 | 10.84% | New | 9,532,584 | $652K | No quote | No quote |
| 2 | RDSA | Royal Dutch Shell COM | 10.13% | New | 9,892,000 | $609K | No quote | No quote |
| 3 | AAPL | Apple Inc. COM | 8.32% | Add +35.3% | 1,312,000 | $500K | $0.38 | No quote |
| 4 | MCD | McDonalds Corp COM | 6.22% | New | 4,259,000 | $374K | $0.09 | No quote |
| 5 | D | Dominion Res Inc Va Com COM | 5.72% | Add +0.0% | 6,772,308 | $344K | $0.05 | No quote |
| 6 | CLX | Clorox Co COM | 4.94% | Add +50.5% | 4,478,326 | $297K | $0.07 | No quote |
| 7 | NVS | Novartis AG COM | 4.82% | - | 5,200,000 | $290K | $0.06 | No quote |
| 8 | SBAC | SBA Communications Corp COM | 4.81% | - | 8,388,000 | $289K | $0.03 | No quote |
| 9 | GDXJ | Market Vectors Junior Gold Min COM | 4.62% | Add +35.7% | 9,875,000 | $278K | No quote | No quote |
| 10 | MDY | Midcap SPDR Tr Un Sr 1 COM | 4.36% | - | 1,845,000 | $262K | $0.14 | No quote |
| 11 | - | American Water Works Co Inc COMCUSIP 030411102 | 4.16% | - | 8,300,000 | $250K | No quote | No quote |
| 12 | MMP | Magellan Midstream Prtns COM | 3.58% | Reduce -9.3% | 3,558,310 | $215K | No quote | No quote |
| 13 | GOOGL | Google Inc Cl A COM | 3.43% | - | 400,000 | $206K | $0.52 | No quote |
| 14 | NEM | Newmont Mining Corp Com COM | 1.17% | - | 0 | $70.07K | No quote | No quote |
| 15 | GG | Goldcorp Inc COM | 1.00% | - | 0 | $60.14K | No quote | No quote |
| 16 | JNJ | Johnson & Johnson COM | 0.92% | - | 0 | $55.15K | No quote | No quote |
| 17 | ABT | Abbott Labs COM | 0.89% | - | 0 | $53.47K | No quote | No quote |
| 18 | T | AT&T Inc COM | 0.86% | - | 0 | $51.74K | No quote | No quote |
| 19 | VZ | Verizon Communications Com COM | 0.82% | - | 0 | $49.21K | No quote | No quote |
| 20 | PFE | Pfizer COM | 0.80% | - | 0 | $48.26K | No quote | No quote |
| 21 | BMY | Bristol-Myers Squibb Co COM | 0.80% | - | 0 | $47.96K | No quote | No quote |
| 22 | GOLD | Barrick Gold Corp Com COM | 0.75% | - | 0 | $45.22K | No quote | No quote |
| 23 | PG | Procter and Gamble COM | 0.75% | - | 0 | $44.86K | No quote | No quote |
| 24 | PEP | Pepsico Inc COM | 0.70% | - | 0 | $41.9K | No quote | No quote |
| 25 | MRK | Merck & Co COM | 0.69% | - | 0 | $41.72K | No quote | No quote |
| 26 | ADM | Archer Daniels Midland Com COM | 0.64% | - | 0 | $38.29K | No quote | No quote |
| 27 | WM | Waste Mgmt Inc Del Com COM | 0.63% | - | 0 | $38K | No quote | No quote |
| 28 | CEF | Central Fund* COM | 0.60% | - | 0 | $36.27K | No quote | No quote |
| 29 | WMT | WalMart Stores COM | 0.58% | - | 0 | $34.83K | No quote | No quote |
| 30 | INTC | Intel Corp COM | 0.57% | - | 0 | $34.31K | No quote | No quote |
| 31 | KO | Coca Cola COM | 0.55% | - | 0 | $33.2K | No quote | No quote |
| 32 | EXC | Exelon Corporation COM | 0.55% | - | 0 | $33.05K | No quote | No quote |
| 33 | MSFT | Microsoft Corp COM | 0.55% | - | 0 | $32.87K | No quote | No quote |
| 34 | TRP | Transcanada Corp COM | 0.51% | - | 0 | $30.42K | No quote | No quote |
| 35 | TRV | The Travelers Co COM | 0.47% | - | 0 | $28.56K | No quote | No quote |
| 36 | KFT | Kraft Foods Inc Cl A COM | 0.47% | - | 0 | $28.03K | No quote | No quote |
| 37 | CL | Colgate Palmolive COM | 0.46% | - | 0 | $27.81K | No quote | No quote |
| 38 | VOD | Vodafone COM | 0.46% | - | 0 | $27.4K | No quote | No quote |
| 39 | XOM | Exxon Mobil Corporation COM | 0.43% | - | 0 | $25.75K | No quote | No quote |
| 40 | AEM | Agnico-Eagle Mines Ltd COM | 0.42% | New | 0 | $25.42K | No quote | No quote |
| 41 | SNY | Sanofi COM | 0.41% | - | 0 | $24.73K | No quote | No quote |
| 42 | PAYX | Paychex Inc COM | 0.40% | New | 0 | $23.97K | No quote | No quote |
| 43 | ADP | Automatic Data Processing COM | 0.38% | - | 0 | $23.14K | No quote | No quote |
| 44 | DE | Deere & Co COM | 0.38% | - | 0 | $23.02K | No quote | No quote |
| 45 | GE | General Electric COM | 0.33% | - | 0 | $20.12K | No quote | No quote |
| 46 | CHL | China Mobile LTD COM | 0.33% | - | 0 | $19.94K | No quote | No quote |
| 47 | NTTYY | Nippon Teleg & Tel COM | 0.33% | - | 0 | $19.93K | No quote | No quote |
| 48 | LLY | Eli Lilly & Co COM | 0.33% | Reduce -100.0% | 0 | $19.89K | No quote | No quote |
| 49 | CSCO | Cisco Sys Inc Com COM | 0.33% | New | 0 | $19.77K | No quote | No quote |
| 50 | KMB | Kimberly Clark COM | 0.33% | - | 0 | $19.77K | No quote | No quote |
| 51 | UPS | United Parcel Service COM | 0.32% | - | 0 | $18.97K | No quote | No quote |
| 52 | DIS | Walt Disney Co COM | 0.31% | New | 0 | $18.65K | No quote | No quote |
| 53 | DD | Du Pont E.I. De Nemours & Co. COM | 0.28% | New | 0 | $17.04K | No quote | No quote |
| 54 | JPM | J.P. Morgan COM | 0.28% | New | 0 | $16.74K | No quote | No quote |
| 55 | MMM | 3M Company COM | 0.28% | - | 0 | $16.58K | No quote | No quote |
| 56 | CCJ | Cameco Corp COM | 0.24% | - | 0 | $14.2K | No quote | No quote |
| 57 | MKC | McCormick & Co COM | 0.14% | - | 0 | $8.16K | No quote | No quote |
| 58 | EWJ | iShares MSCI Japan COM | 0.12% | - | 0 | $7.34K | No quote | No quote |
| 59 | GLD | SPDR Gold Trust COM | 0.09% | - | 0 | $5.31K | No quote | No quote |
| 60 | GDX | Market Vectors Gold Miners COM | 0.07% | - | 0 | $4.07K | No quote | No quote |
| 61 | PM | Phillip Morris International COM | 0.05% | - | 0 | $3.28K | No quote | No quote |
| 62 | SPY | SPDR Tr Unit Ser 1 COM | 0.05% | - | 0 | $2.93K | No quote | No quote |
| 63 | IAU | iShares Comex Gold COM | 0.04% | - | 0 | $2.26K | No quote | No quote |
| 64 | RGLD | Royal Gold, Inc COM | 0.03% | - | 0 | $1.63K | No quote | No quote |
| 65 | PFF | iShares S&P U.S. Preferred Sto COM | 0.03% | - | 0 | $1.58K | No quote | No quote |
| 66 | DVY | iShares Dow Jones Select Div I COM | 0.02% | - | 0 | $1.46K | No quote | No quote |
| 67 | RDSB | Royal Dutch Shell PLC B COM | 0.02% | - | 0 | $1.39K | No quote | No quote |
| 68 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.02% | - | 0 | $1.27K | No quote | No quote |
| 69 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 0.02% | - | 0 | $990 | No quote | No quote |
| 70 | VIG | Vanguard Dividend Appreciation COM | 0.01% | - | 0 | $898 | No quote | No quote |
| 71 | MO | Altria Group Inc. COM | 0.01% | - | 0 | $855 | No quote | No quote |
| 72 | JOF | Japan Smaller Cap. Fund COM | 0.01% | - | 0 | $787 | No quote | No quote |
| 73 | EMR | Emerson Electric COM | 0.01% | - | 0 | $566 | No quote | No quote |
| 74 | EMF | Templeton Emerging Markets COM | 0.01% | - | 0 | $381 | No quote | No quote |
| 75 | PEO | Petroleum & Res Corp Com COM | 0.00% | - | 0 | $259 | No quote | No quote |
| 76 | JEQ | Japan Equity Fd Inc Com COM | 0.00% | - | 0 | $195 | No quote | No quote |
| 77 | PDM | Piedmont Office Rlty Tr Inc Co COM | 0.00% | - | 0 | $175 | No quote | No quote |
| 78 | PHYS | Sprott Physical Gold Trust COM | 0.00% | - | 0 | $168 | No quote | No quote |
| 79 | FNFG | First Niagara Financial Group COM | 0.00% | - | 0 | $114 | No quote | No quote |
| 80 | LGDI | Legend International Holding COM | 0.00% | - | 0 | $4 | No quote | No quote |
| 86 | CYB | WisdomTree Dreyfus Chinese Yua COM | - | Sold | 0 | $0 | No quote | No quote |
| 85 | UNP | Union Pacific COM | - | Sold | 0 | $0 | No quote | No quote |
| 84 | TYC | Tyco International Ltd Com COM | - | Sold | 0 | $0 | No quote | No quote |
| 83 | TEVA | Teva Pharmaceutical Industries COM | - | Sold | 0 | $0 | No quote | No quote |
| 82 | - | AIG Fractional Warrants Exp 1/ COMCUSIP ACG874152 | 0.00% | - | 94,522 | $0 | No quote | No quote |
| 81 | ADVNA | Advanta Corp. COM | 0.00% | - | 0 | $0 | No quote | No quote |