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 8 of 93 rows. Rows without a quote are marked unavailable.
| 1 | PFE | Pfizer COM | 4.27% | - | 0 | $68.85M | No quote | No quote |
| 2 | NEM | Newmont Mining Corp Com COM | 3.64% | - | 0 | $58.79M | No quote | No quote |
| 3 | GG | Goldcorp Inc COM | 3.55% | - | 0 | $57.18M | No quote | No quote |
| 4 | T | AT&T Inc COM | 3.24% | - | 0 | $52.26M | No quote | No quote |
| 5 | BMY | Bristol-Myers Squibb Co COM | 3.21% | - | 0 | $51.73M | No quote | No quote |
| 6 | PG | Procter and Gamble COM | 2.98% | - | 0 | $47.98M | No quote | No quote |
| 7 | WM | Waste Mgmt Inc Del Com COM | 2.97% | - | 0 | $47.83M | No quote | No quote |
| 8 | GOLD | Barrick Gold Corp Com COM | 2.93% | - | 0 | $47.27M | No quote | No quote |
| 9 | VZ | Verizon Communications Com COM | 2.91% | - | 0 | $46.9M | No quote | No quote |
| 10 | JNJ | Johnson & Johnson COM | 2.88% | - | 0 | $46.51M | No quote | No quote |
| 11 | KO | Coca Cola COM | 2.74% | - | 0 | $44.17M | No quote | No quote |
| 12 | GE | General Electric COM | 2.45% | - | 0 | $39.57M | No quote | No quote |
| 13 | CSCO | Cisco Sys Inc Com COM | 2.40% | - | 0 | $38.69M | No quote | No quote |
| 14 | WFC | Wells Fargo & Co New Com COM | 2.31% | - | 0 | $37.21M | No quote | No quote |
| 15 | PAYX | Paychex Inc COM | 2.28% | - | 0 | $36.75M | No quote | No quote |
| 16 | PEP | Pepsico Inc COM | 2.28% | - | 0 | $36.73M | No quote | No quote |
| 17 | INTC | Intel Corp COM | 2.27% | - | 0 | $36.68M | No quote | No quote |
| 18 | CLX | Clorox Co COM | 2.19% | - | 0 | $35.38M | No quote | No quote |
| 19 | TRP | Transcanada Corp COM | 2.15% | - | 0 | $34.69M | No quote | No quote |
| 20 | CEF | Central Fund* COM | 2.11% | - | 0 | $34.06M | No quote | No quote |
| 21 | SYY | Sysco Corp COM | 2.11% | - | 0 | $33.97M | No quote | No quote |
| 22 | MRK | Merck & Co COM | 2.10% | - | 0 | $33.87M | No quote | No quote |
| 23 | VOD | Vodafone COM | 1.91% | - | 0 | $30.74M | No quote | No quote |
| 24 | KMI | Kinder Morgan Inc COM | 1.90% | - | 0 | $30.6M | No quote | No quote |
| 25 | MSFT | Microsoft Corp COM | 1.87% | - | 0 | $30.11M | No quote | No quote |
| 26 | DD | Du Pont E.I. De Nemours & Co. COM | 1.84% | - | 0 | $29.75M | No quote | No quote |
| 27 | ADP | Automatic Data Processing COM | 1.84% | - | 0 | $29.61M | No quote | No quote |
| 28 | CVX | Chevron Corp COM | 1.66% | - | 0 | $26.71M | No quote | No quote |
| 29 | EMR | Emerson Electric COM | 1.65% | - | 0 | $26.59M | No quote | No quote |
| 30 | AUY | Yamana Gold Inc COM | 1.54% | - | 0 | $24.77M | No quote | No quote |
| 31 | TRI | Thomson Reuters Corp Com COM | 1.50% | - | 0 | $24.13M | No quote | No quote |
| 32 | WAG | Walgreen Co. COM | 1.47% | - | 0 | $23.74M | No quote | No quote |
| 33 | CL | Colgate Palmolive COM | 1.45% | - | 0 | $23.35M | No quote | No quote |
| 34 | XOM | Exxon Mobil Corporation COM | 1.36% | - | 0 | $21.99M | No quote | No quote |
| 35 | KMB | Kimberly Clark COM | 1.36% | - | 0 | $21.9M | No quote | No quote |
| 36 | BDX | Becton Dickinson & Co COM | 1.29% | New | 0 | $20.86M | No quote | No quote |
| 37 | PBCT | Peoples United Financial Inc COM | 1.28% | - | 0 | $20.68M | No quote | No quote |
| 38 | CA | CA Inc COM | 1.27% | New | 0 | $20.49M | No quote | No quote |
| 39 | TRV | Travelers Companies Inc COM | 1.27% | - | 0 | $20.44M | No quote | No quote |
| 40 | JPM | J.P. Morgan COM | 1.24% | - | 0 | $19.93M | No quote | No quote |
| 41 | GSK | GlaxoSmithKline PLC COM | 1.23% | - | 0 | $19.91M | No quote | No quote |
| 42 | DE | Deere & Co COM | 1.23% | New | 0 | $19.91M | No quote | No quote |
| 43 | EMC | EMC Corp Mass Com COM | 1.23% | - | 0 | $19.87M | No quote | No quote |
| 44 | MMM | 3M Company COM | 1.17% | - | 0 | $18.89M | No quote | No quote |
| 45 | WMT | WalMart Stores COM | 1.16% | - | 0 | $18.64M | No quote | No quote |
| 46 | ABT | Abbott Labs COM | 1.01% | - | 0 | $16.3M | No quote | No quote |
| 47 | DIS | Walt Disney Co COM | 0.93% | - | 0 | $15.05M | No quote | No quote |
| 48 | MKC | McCormick & Co COM | 0.63% | - | 0 | $10.14M | No quote | No quote |
| 49 | FXI | iShares China 25 Fund COM | 0.52% | New | 0 | $8.33M | No quote | No quote |
| 50 | GLD | SPDR Gold Trust COM | 0.48% | - | 0 | $7.76M | No quote | No quote |
| 51 | EWJ | iShares MSCI Japan COM | 0.44% | - | 0 | $7.1M | No quote | No quote |
| 52 | GDX | Market Vectors Gold Miners COM | 0.24% | - | 0 | $3.9M | No quote | No quote |
| 53 | SPY | SPDR Tr Unit Ser 1 COM | 0.23% | - | 0 | $3.64M | No quote | No quote |
| 54 | PM | Phillip Morris International COM | 0.23% | - | 0 | $3.63M | No quote | No quote |
| 55 | IAU | iShares Comex Gold COM | 0.21% | - | 0 | $3.44M | No quote | No quote |
| 56 | DVY | iShares Dow Jones Select Div I COM | 0.15% | - | 0 | $2.43M | No quote | No quote |
| 57 | RGLD | Royal Gold, Inc COM | 0.13% | - | 0 | $2.04M | No quote | No quote |
| 58 | HDV | iShares High Dividend Equity F COM | 0.10% | - | 0 | $1.62M | No quote | No quote |
| 59 | MO | Altria Group Inc. COM | 0.10% | - | 0 | $1.59M | No quote | No quote |
| 60 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.09% | - | 0 | $1.46M | No quote | No quote |
| 61 | RDSB | Royal Dutch Shell PLC B COM | 0.09% | - | 0 | $1.45M | No quote | No quote |
| 62 | SDIV | Global X Superdividend Fund COM | 0.07% | New | 0 | $1.18M | No quote | No quote |
| 63 | D | Dominion Res Inc Va Com COM | 0.05% | - | 0 | $800K | No quote | No quote |
| 64 | AWK | American Water Works Co Inc COM | 0.05% | New | 0 | $793K | No quote | No quote |
| 65 | UN | Unilever NV COM | 0.04% | - | 0 | $685K | No quote | No quote |
| 66 | AAPL | Apple Inc. COM | 0.04% | Add +9.4% | 1,282,000 | $682K | $0.53 | No quote |
| 67 | NVS | Novartis AG COM | 0.04% | Reduce -100.0% | 0 | $664K | No quote | No quote |
| 68 | JOF | Japan Smaller Cap. Fund COM | 0.04% | - | 0 | $619K | No quote | No quote |
| 69 | SBAC | SBA Communications Corp COM | 0.04% | - | 8,388,000 | $595K | $0.07 | No quote |
| 70 | VOX | Vanguard Telecommunications COM | 0.04% | Reduce -12.2% | 8,105,000 | $567K | No quote | No quote |
| 71 | VNQ | Vanguard Index REIT COM | 0.03% | Add +20.7% | 8,450,000 | $556K | No quote | No quote |
| 72 | DEO | Diageo PLC COM | 0.03% | - | 4,640,000 | $541K | $0.12 | No quote |
| 73 | RDSA | Royal Dutch Shell COM | 0.03% | Add +3.5% | 7,175,468 | $495K | No quote | No quote |
| 74 | VIAB | Viacom Inc - B COM | 0.03% | Reduce -2.3% | 8,375,000 | $442K | No quote | No quote |
| 75 | GDXJ | Market Vectors Junior Gold Min COM | 0.03% | - | 0 | $410K | No quote | No quote |
| 76 | MCD | McDonalds Corp COM | 0.02% | - | 4,259,000 | $376K | $0.09 | No quote |
| 77 | GOOGL | Google Inc Cl A COM | 0.02% | Add +66.7% | 500,000 | $354K | $0.71 | No quote |
| 78 | EMF | Templeton Emerging Markets COM | 0.02% | - | 0 | $325K | No quote | No quote |
| 79 | MDY | Midcap SPDR Tr Un Sr 1 COM | 0.02% | Reduce -8.1% | 1,695,000 | $315K | $0.19 | No quote |
| 80 | UNH | United Healthcare Corp COM | 0.02% | - | 5,110,000 | $277K | $0.05 | No quote |
| 81 | PEO | Petroleum & Res Corp Com COM | 0.02% | - | 0 | $260K | No quote | No quote |
| 83 | VDC | Vanguard Consumer Staples Fund COM | 0.02% | Reduce -3.4% | 2,850,000 | $251K | No quote | No quote |
| 82 | K | Kellogg Co COM | 0.02% | Add +3.5% | 4,501,657 | $251K | No quote | No quote |
| 84 | KMP | Kinder Morgan Energy COM | 0.01% | - | 3,025,000 | $241K | No quote | No quote |
| 85 | PHYS | Sprott Physical Gold Trust COM | 0.01% | - | 0 | $213K | No quote | No quote |
| 86 | JEQ | Japan Equity Fd Inc Com COM | 0.01% | - | 0 | $201K | No quote | No quote |
| 87 | PDM | Piedmont Office Rlty Tr Inc Co COM | 0.01% | - | 0 | $195K | No quote | No quote |
| 88 | SDY | SPDR S&P Dividend ETF COM | 0.00% | - | 450,000 | $26K | $0.06 | No quote |
| 89 | SEAOF | SEACO Ltd. COM | 0.00% | - | 0 | $3K | No quote | No quote |
| 90 | LGDI | Legend International Holding COM | 0.00% | - | 0 | $1K | 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 |