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 93 rows. Rows without a quote are marked unavailable.
| 1 | AAPL | Apple Inc. COM | 9.00% | Add +9.4% | 1,282,000 | $682K | $0.53 | No quote |
| 2 | SBAC | SBA Communications Corp COM | 7.85% | - | 8,388,000 | $595K | $0.07 | No quote |
| 3 | VOX | Vanguard Telecommunications COM | 7.48% | Reduce -12.2% | 8,105,000 | $567K | No quote | No quote |
| 4 | VNQ | Vanguard Index REIT COM | 7.34% | Add +20.7% | 8,450,000 | $556K | No quote | No quote |
| 5 | DEO | Diageo PLC COM | 7.14% | - | 4,640,000 | $541K | $0.12 | No quote |
| 6 | RDSA | Royal Dutch Shell COM | 6.53% | Add +3.5% | 7,175,468 | $495K | No quote | No quote |
| 7 | VIAB | Viacom Inc - B COM | 5.83% | Reduce -2.3% | 8,375,000 | $442K | No quote | No quote |
| 8 | MCD | McDonalds Corp COM | 4.96% | - | 4,259,000 | $376K | $0.09 | No quote |
| 9 | GOOGL | Google Inc Cl A COM | 4.67% | Add +66.7% | 500,000 | $354K | $0.71 | No quote |
| 10 | MDY | Midcap SPDR Tr Un Sr 1 COM | 4.16% | Reduce -8.1% | 1,695,000 | $315K | $0.19 | No quote |
| 11 | UNH | United Healthcare Corp COM | 3.66% | - | 5,110,000 | $277K | $0.05 | No quote |
| 13 | VDC | Vanguard Consumer Staples Fund COM | 3.31% | Reduce -3.4% | 2,850,000 | $251K | No quote | No quote |
| 12 | K | Kellogg Co COM | 3.31% | Add +3.5% | 4,501,657 | $251K | No quote | No quote |
| 14 | KMP | Kinder Morgan Energy COM | 3.18% | - | 3,025,000 | $241K | No quote | No quote |
| 15 | PFE | Pfizer COM | 0.91% | - | 0 | $68.85K | No quote | No quote |
| 16 | NEM | Newmont Mining Corp Com COM | 0.78% | - | 0 | $58.79K | No quote | No quote |
| 17 | GG | Goldcorp Inc COM | 0.75% | - | 0 | $57.18K | No quote | No quote |
| 18 | T | AT&T Inc COM | 0.69% | - | 0 | $52.26K | No quote | No quote |
| 19 | BMY | Bristol-Myers Squibb Co COM | 0.68% | - | 0 | $51.73K | No quote | No quote |
| 20 | PG | Procter and Gamble COM | 0.63% | - | 0 | $47.98K | No quote | No quote |
| 21 | WM | Waste Mgmt Inc Del Com COM | 0.63% | - | 0 | $47.83K | No quote | No quote |
| 22 | GOLD | Barrick Gold Corp Com COM | 0.62% | - | 0 | $47.27K | No quote | No quote |
| 23 | VZ | Verizon Communications Com COM | 0.62% | - | 0 | $46.9K | No quote | No quote |
| 24 | JNJ | Johnson & Johnson COM | 0.61% | - | 0 | $46.51K | No quote | No quote |
| 25 | KO | Coca Cola COM | 0.58% | - | 0 | $44.17K | No quote | No quote |
| 26 | GE | General Electric COM | 0.52% | - | 0 | $39.57K | No quote | No quote |
| 27 | CSCO | Cisco Sys Inc Com COM | 0.51% | - | 0 | $38.69K | No quote | No quote |
| 28 | WFC | Wells Fargo & Co New Com COM | 0.49% | - | 0 | $37.21K | No quote | No quote |
| 29 | PAYX | Paychex Inc COM | 0.49% | - | 0 | $36.75K | No quote | No quote |
| 30 | PEP | Pepsico Inc COM | 0.48% | - | 0 | $36.73K | No quote | No quote |
| 31 | INTC | Intel Corp COM | 0.48% | - | 0 | $36.68K | No quote | No quote |
| 32 | CLX | Clorox Co COM | 0.47% | - | 0 | $35.38K | No quote | No quote |
| 33 | TRP | Transcanada Corp COM | 0.46% | - | 0 | $34.69K | No quote | No quote |
| 34 | CEF | Central Fund* COM | 0.45% | - | 0 | $34.06K | No quote | No quote |
| 35 | SYY | Sysco Corp COM | 0.45% | - | 0 | $33.97K | No quote | No quote |
| 36 | MRK | Merck & Co COM | 0.45% | - | 0 | $33.87K | No quote | No quote |
| 37 | VOD | Vodafone COM | 0.41% | - | 0 | $30.74K | No quote | No quote |
| 38 | KMI | Kinder Morgan Inc COM | 0.40% | - | 0 | $30.6K | No quote | No quote |
| 39 | MSFT | Microsoft Corp COM | 0.40% | - | 0 | $30.11K | No quote | No quote |
| 40 | DD | Du Pont E.I. De Nemours & Co. COM | 0.39% | - | 0 | $29.75K | No quote | No quote |
| 41 | ADP | Automatic Data Processing COM | 0.39% | - | 0 | $29.61K | No quote | No quote |
| 42 | CVX | Chevron Corp COM | 0.35% | - | 0 | $26.71K | No quote | No quote |
| 43 | EMR | Emerson Electric COM | 0.35% | - | 0 | $26.59K | No quote | No quote |
| 44 | SDY | SPDR S&P Dividend ETF COM | 0.34% | - | 450,000 | $26K | $0.06 | No quote |
| 45 | AUY | Yamana Gold Inc COM | 0.33% | - | 0 | $24.77K | No quote | No quote |
| 46 | TRI | Thomson Reuters Corp Com COM | 0.32% | - | 0 | $24.13K | No quote | No quote |
| 47 | WAG | Walgreen Co. COM | 0.31% | - | 0 | $23.74K | No quote | No quote |
| 48 | CL | Colgate Palmolive COM | 0.31% | - | 0 | $23.35K | No quote | No quote |
| 49 | XOM | Exxon Mobil Corporation COM | 0.29% | - | 0 | $21.99K | No quote | No quote |
| 50 | KMB | Kimberly Clark COM | 0.29% | - | 0 | $21.9K | No quote | No quote |
| 51 | BDX | Becton Dickinson & Co COM | 0.28% | New | 0 | $20.86K | No quote | No quote |
| 52 | PBCT | Peoples United Financial Inc COM | 0.27% | - | 0 | $20.68K | No quote | No quote |
| 53 | CA | CA Inc COM | 0.27% | New | 0 | $20.49K | No quote | No quote |
| 54 | TRV | Travelers Companies Inc COM | 0.27% | - | 0 | $20.44K | No quote | No quote |
| 55 | JPM | J.P. Morgan COM | 0.26% | - | 0 | $19.93K | No quote | No quote |
| 56 | GSK | GlaxoSmithKline PLC COM | 0.26% | - | 0 | $19.91K | No quote | No quote |
| 57 | DE | Deere & Co COM | 0.26% | New | 0 | $19.91K | No quote | No quote |
| 58 | EMC | EMC Corp Mass Com COM | 0.26% | - | 0 | $19.87K | No quote | No quote |
| 59 | MMM | 3M Company COM | 0.25% | - | 0 | $18.89K | No quote | No quote |
| 60 | WMT | WalMart Stores COM | 0.25% | - | 0 | $18.64K | No quote | No quote |
| 61 | ABT | Abbott Labs COM | 0.22% | - | 0 | $16.3K | No quote | No quote |
| 62 | DIS | Walt Disney Co COM | 0.20% | - | 0 | $15.05K | No quote | No quote |
| 63 | MKC | McCormick & Co COM | 0.13% | - | 0 | $10.14K | No quote | No quote |
| 64 | FXI | iShares China 25 Fund COM | 0.11% | New | 0 | $8.33K | No quote | No quote |
| 65 | GLD | SPDR Gold Trust COM | 0.10% | - | 0 | $7.76K | No quote | No quote |
| 66 | EWJ | iShares MSCI Japan COM | 0.09% | - | 0 | $7.1K | No quote | No quote |
| 67 | GDX | Market Vectors Gold Miners COM | 0.05% | - | 0 | $3.9K | No quote | No quote |
| 68 | SPY | SPDR Tr Unit Ser 1 COM | 0.05% | - | 0 | $3.64K | No quote | No quote |
| 69 | PM | Phillip Morris International COM | 0.05% | - | 0 | $3.63K | No quote | No quote |
| 70 | IAU | iShares Comex Gold COM | 0.05% | - | 0 | $3.44K | No quote | No quote |
| 71 | DVY | iShares Dow Jones Select Div I COM | 0.03% | - | 0 | $2.43K | No quote | No quote |
| 72 | RGLD | Royal Gold, Inc COM | 0.03% | - | 0 | $2.04K | No quote | No quote |
| 73 | HDV | iShares High Dividend Equity F COM | 0.02% | - | 0 | $1.62K | No quote | No quote |
| 74 | MO | Altria Group Inc. COM | 0.02% | - | 0 | $1.59K | No quote | No quote |
| 75 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.02% | - | 0 | $1.46K | No quote | No quote |
| 76 | RDSB | Royal Dutch Shell PLC B COM | 0.02% | - | 0 | $1.45K | No quote | No quote |
| 77 | SDIV | Global X Superdividend Fund COM | 0.02% | New | 0 | $1.18K | No quote | No quote |
| 78 | D | Dominion Res Inc Va Com COM | 0.01% | - | 0 | $800 | No quote | No quote |
| 79 | AWK | American Water Works Co Inc COM | 0.01% | New | 0 | $793 | No quote | No quote |
| 80 | UN | Unilever NV COM | 0.01% | - | 0 | $685 | No quote | No quote |
| 81 | NVS | Novartis AG COM | 0.01% | Reduce -100.0% | 0 | $664 | No quote | No quote |
| 82 | JOF | Japan Smaller Cap. Fund COM | 0.01% | - | 0 | $619 | No quote | No quote |
| 83 | GDXJ | Market Vectors Junior Gold Min COM | 0.01% | - | 0 | $410 | No quote | No quote |
| 84 | EMF | Templeton Emerging Markets COM | 0.00% | - | 0 | $325 | No quote | No quote |
| 85 | PEO | Petroleum & Res Corp Com COM | 0.00% | - | 0 | $260 | No quote | No quote |
| 86 | PHYS | Sprott Physical Gold Trust COM | 0.00% | - | 0 | $213 | No quote | No quote |
| 87 | JEQ | Japan Equity Fd Inc Com COM | 0.00% | - | 0 | $201 | No quote | No quote |
| 88 | PDM | Piedmont Office Rlty Tr Inc Co COM | 0.00% | - | 0 | $195 | No quote | No quote |
| 89 | SEAOF | SEACO Ltd. COM | 0.00% | - | 0 | $3 | No quote | No quote |
| 90 | LGDI | Legend International Holding COM | 0.00% | - | 0 | $1 | No quote | No quote |
| 93 | TEVA | Teva Pharmaceutical Industries COM | - | Sold | 0 | $0 | No quote | No quote |
| 92 | TGT | Target Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 91 | ADVNA | Advanta Corp. COM | 0.00% | - | 0 | $0 | No quote | No quote |