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 70 of 98 rows. Rows without a quote are marked unavailable.
| 1 | PFE | Pfizer | 3.58% | New | 1,952,757 | $54.7M | $28.01 | No quote |
| 2 | MSFT | Microsoft Corp | 3.37% | New | 1,492,075 | $51.54M | $34.55 | No quote |
| 3 | JNJ | Johnson & Johnson | 3.30% | New | 588,189 | $50.5M | $85.86 | No quote |
| 4 | INTC | Intel Corp | 3.28% | New | 2,067,727 | $50.1M | $24.23 | No quote |
| 5 | MRK | Merck & Co | 3.17% | New | 1,045,185 | $48.55M | $46.45 | No quote |
| 6 | WFC | Wells Fargo & Co New Com | 3.16% | New | 1,172,802 | $48.4M | $41.27 | No quote |
| 7 | CSCO | Cisco Sys Inc Com | 3.16% | New | 1,983,343 | $48.27M | $24.34 | No quote |
| 8 | GE | General Electric | 3.06% | New | 2,018,857 | $46.82M | $23.19 | No quote |
| 9 | WM | Waste Mgmt Inc Del Com | 3.00% | New | 1,138,758 | $45.93M | $40.33 | No quote |
| 10 | T | AT&T Inc | 2.97% | New | 1,281,936 | $45.38M | $35.40 | No quote |
| 11 | VZ | Verizon Communications Com | 2.93% | New | 889,422 | $44.77M | $50.34 | No quote |
| 12 | PG | Procter and Gamble | 2.90% | New | 577,029 | $44.43M | $76.99 | No quote |
| 13 | VOD | Vodafone | 2.75% | New | 1,462,691 | $42.05M | No quote | No quote |
| 14 | PAYX | Paychex Inc | 2.52% | New | 1,055,804 | $38.55M | $36.51 | No quote |
| 15 | GG | Goldcorp Inc | 2.52% | New | 1,555,848 | $38.48M | No quote | No quote |
| 16 | SYY | Sysco Corp | 2.41% | New | 1,080,073 | $36.9M | $34.16 | No quote |
| 17 | KO | Coca Cola | 2.34% | New | 892,213 | $35.79M | $40.11 | No quote |
| 18 | PEP | Pepsico Inc | 2.27% | New | 424,617 | $34.73M | $81.79 | No quote |
| 19 | BMY | Bristol-Myers Squibb Co | 2.17% | New | 742,319 | $33.17M | $44.69 | No quote |
| 20 | NEM | Newmont Mining Corp Com | 2.16% | New | 1,103,515 | $33.05M | $29.95 | No quote |
| 21 | TRI | Thomson Reuters Corp Com | 2.11% | New | 989,561 | $32.23M | No quote | No quote |
| 22 | DD | Du Pont E.I. De Nemours & Co. | 2.09% | New | 610,050 | $32.03M | $52.50 | No quote |
| 23 | KMI | Kinder Morgan Inc | 2.01% | New | 806,945 | $30.79M | $38.15 | No quote |
| 24 | TRP | Transcanada Corp | 2.01% | New | 711,734 | $30.68M | $43.11 | No quote |
| 25 | AUY | Yamana Gold Inc | 2.01% | New | 3,225,858 | $30.68M | No quote | No quote |
| 26 | TXN | Texas Instruments Inc | 1.80% | New | 789,136 | $27.5M | $34.85 | No quote |
| 27 | USB | US Bancorp | 1.75% | New | 741,875 | $26.82M | $36.15 | No quote |
| 28 | WMT | WalMart Stores | 1.74% | New | 357,213 | $26.61M | $74.49 | No quote |
| 29 | XOM | Exxon Mobil Corporation | 1.73% | New | 292,301 | $26.41M | $90.35 | No quote |
| 30 | GSK | GlaxoSmithKline PLC | 1.65% | New | 503,562 | $25.16M | $49.97 | No quote |
| 31 | CA | CA Inc | 1.61% | New | 857,888 | $24.55M | No quote | No quote |
| 32 | WAG | Walgreen Co. | 1.60% | New | 554,234 | $24.5M | No quote | No quote |
| 33 | ADP | Automatic Data Processing | 1.54% | New | 341,921 | $23.55M | $68.86 | No quote |
| 34 | CHL | China Mobile LTD | 1.37% | New | 403,650 | $20.9M | No quote | No quote |
| 35 | TRV | Travelers Companies Inc | 1.31% | New | 250,795 | $20.04M | $79.92 | No quote |
| 36 | CEF | Central Fund* | 1.28% | New | 1,435,187 | $19.52M | No quote | No quote |
| 37 | MMM | 3M Company | 1.27% | New | 177,764 | $19.44M | $109.35 | No quote |
| 38 | ABT | Abbott Labs | 1.26% | New | 552,769 | $19.28M | $34.88 | No quote |
| 39 | BP | BP PLC | 1.23% | New | 451,900 | $18.86M | $41.74 | No quote |
| 40 | BK | Bank of New York Mellon Corp | 1.23% | New | 670,123 | $18.8M | $28.05 | No quote |
| 41 | BDX | Becton Dickinson & Co | 1.21% | New | 187,652 | $18.55M | $98.83 | No quote |
| 42 | EMR | Emerson Electric | 1.19% | New | 332,743 | $18.15M | $54.54 | No quote |
| 43 | KMB | Kimberly Clark | 1.14% | New | 179,826 | $17.47M | $97.14 | No quote |
| 44 | CL | Colgate Palmolive | 1.10% | New | 293,714 | $16.83M | $57.29 | No quote |
| 45 | PBCT | Peoples United Financial Inc | 1.05% | New | 1,079,553 | $16.09M | No quote | No quote |
| 46 | CLX | Clorox Co | 0.99% | New | 182,281 | $15.16M | $83.14 | No quote |
| 47 | EWJ | iShares MSCI Japan | 0.60% | New | 823,395 | $9.24M | $11.22 | No quote |
| 48 | MKC | McCormick & Co | 0.45% | New | 98,500 | $6.93M | $70.36 | No quote |
| 49 | GLD | SPDR Gold Trust | 0.26% | New | 33,691 | $4.01M | $119.11 | No quote |
| 50 | DVY | iShares Dow Jones Select Div I | 0.23% | New | 53,900 | $3.45M | No quote | No quote |
| 51 | SPY | SPDR Tr Unit Ser 1 | 0.22% | New | 21,401 | $3.43M | $160.41 | No quote |
| 52 | IAU | iShares Comex Gold | 0.21% | New | 262,655 | $3.15M | $11.99 | No quote |
| 53 | PM | Phillip Morris International | 0.20% | New | 35,514 | $3.08M | $86.61 | No quote |
| 54 | MO | Altria Group Inc. | 0.15% | New | 64,687 | $2.26M | $34.98 | No quote |
| 55 | GDX | Market Vectors Gold Miners | 0.14% | New | 85,023 | $2.08M | No quote | No quote |
| 56 | RSP | Rydex S&P 500 Equal Weighted I | 0.11% | New | 26,555 | $1.63M | $61.27 | No quote |
| 57 | HDV | iShares High Dividend Equity F | 0.09% | New | 21,457 | $1.42M | No quote | No quote |
| 58 | RDSB | Royal Dutch Shell PLC B | 0.09% | New | 20,204 | $1.34M | No quote | No quote |
| 59 | SDIV | Global X Superdividend Fund | 0.07% | New | 48,510 | $1.04M | No quote | No quote |
| 60 | VOX | Vanguard Telecommunications | 0.06% | Reduce -99.8% | 12,430 | $981K | No quote | No quote |
| 61 | AAPL | Apple Inc. | 0.05% | New | 2,030 | $805K | $396.55 | No quote |
| 62 | JOF | Japan Smaller Cap. Fund | 0.05% | New | 83,575 | $716K | No quote | No quote |
| 63 | AEP | American Elec Pwr Inc Com | 0.05% | New | 15,951 | $714K | $44.76 | No quote |
| 64 | SDY | SPDR S&P Dividend ETF | 0.05% | Reduce -99.2% | 10,600 | $703K | $66.32 | No quote |
| 65 | SBAC | SBA Communications Corp | 0.04% | Reduce -99.9% | 8,388 | $622K | $74.15 | No quote |
| 66 | COP | ConocoPhillips | 0.04% | New | 9,550 | $578K | $60.52 | No quote |
| 67 | GOOGL | Google Inc Cl A | 0.03% | Reduce -99.9% | 575 | $506K | $880.00 | No quote |
| 68 | VDC | Vanguard Consumer Staples Fund | 0.03% | Reduce -99.8% | 4,750 | $485K | No quote | No quote |
| 69 | RDSA | Royal Dutch Shell | 0.03% | Reduce -99.9% | 7,144 | $456K | No quote | No quote |
| 70 | MCD | McDonalds Corp | 0.03% | Reduce -99.9% | 4,309 | $427K | $99.09 | No quote |
| 71 | IVV | iShares Tr S&P 500 Index | 0.03% | Reduce -99.8% | 2,559 | $412K | $161.00 | No quote |
| 72 | IWD | Ishares Tr - Russell 1000 Valu | 0.03% | New | 4,700 | $394K | $83.83 | No quote |
| 73 | NVS | Novartis AG | 0.02% | Reduce -99.9% | 5,113 | $362K | $70.80 | No quote |
| 74 | D | Dominion Res Inc Va Com | 0.02% | New | 6,353 | $361K | $56.82 | No quote |
| 75 | MDY | Midcap SPDR Tr Un Sr 1 | 0.02% | Reduce -99.9% | 1,695 | $356K | $210.03 | No quote |
| 76 | EWZ | iShares MSCI Brazil Index | 0.02% | New | 8,100 | $355K | $43.83 | No quote |
| 77 | UNH | United Healthcare Corp | 0.02% | Reduce -99.9% | 5,293 | $347K | $65.56 | No quote |
| 78 | KMP | Kinder Morgan Energy | 0.02% | Reduce -99.9% | 3,625 | $310K | No quote | No quote |
| 80 | GS | Goldman Sachs Group Inc | 0.02% | New | 1,850 | $280K | $151.35 | No quote |
| 79 | AWK | American Water Works Co Inc | 0.02% | Reduce -99.9% | 6,800 | $280K | $41.18 | No quote |
| 81 | EMF | Templeton Emerging Markets | 0.02% | New | 15,247 | $267K | No quote | No quote |
| 82 | PEO | Petroleum & Res Corp Com | 0.02% | New | 10,248 | $263K | No quote | No quote |
| 83 | FE | FirstEnergy Corp | 0.02% | New | 7,000 | $261K | $37.29 | No quote |
| 85 | K | Kellogg Co | 0.02% | Reduce -99.9% | 4,053 | $260K | No quote | No quote |
| 84 | IWR | Ishares Russell Midcap Index | 0.02% | Reduce -99.9% | 2,000 | $260K | $130.00 | No quote |
| 87 | TEVA | Teva Pharmaceutical Industries | 0.02% | Reduce -99.9% | 6,267 | $246K | $39.25 | No quote |
| 86 | 57061R | Market Vectors Junior Gold Min | 0.02% | New | 26,825 | $246K | No quote | No quote |
| 88 | JEQ | Japan Equity Fd Inc Com | 0.02% | New | 36,650 | $237K | No quote | No quote |
| 89 | AMZN | Amazon Inc | 0.02% | Reduce -99.9% | 850 | $236K | $277.65 | No quote |
| 90 | TGT | Target Corp | 0.01% | Reduce -99.9% | 3,202 | $220K | $68.71 | No quote |
| 91 | JPM | J.P. Morgan | 0.01% | New | 3,951 | $209K | $52.90 | No quote |
| 92 | SLB | Schlumberger Ltd | 0.01% | New | 2,875 | $206K | $71.65 | No quote |
| 93 | BAC | Bank Of America Corp | 0.01% | New | 15,700 | $202K | $12.87 | No quote |
| 94 | PHYS | Sprott Physical Gold Trust | 0.01% | New | 13,500 | $138K | $10.22 | No quote |
| 95 | SEAOF | SEACO Ltd. | 0.00% | New | 50,656 | $3K | No quote | No quote |
| 98 | VIAB | Viacom Inc - B COM | - | Sold | 0 | $0 | No quote | No quote |
| 97 | IWF | Ishares Tr Russell 1000 Growth COM | - | Sold | 0 | $0 | No quote | No quote |
| 96 | ADVNA | Advanta Corp. | 0.00% | New | 10,000 | $0 | No quote | No quote |