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 14 of 106 rows. Rows without a quote are marked unavailable.
| 1 | CL | Colgate Palmolive COM | 6.27% | - | 7,575,000 | $622K | $0.08 | No quote |
| 2 | OXY | Occidental Pete Corp. COM | 5.10% | - | 6,215,000 | $506K | $0.08 | No quote |
| 3 | TEVA | Teva Pharmaceutical Industries COM | 5.03% | - | 8,878,594 | $499K | $0.06 | No quote |
| 4 | KMB | Kimberly Clark COM | 4.52% | - | 7,055,000 | $449K | $0.06 | No quote |
| 5 | BDX | Becton Dickinson & Co COM | 4.27% | - | 5,375,000 | $424K | $0.08 | No quote |
| 6 | MMP | Magellan Midstream Prtns COM | 3.82% | - | 8,751,310 | $379K | No quote | No quote |
| 7 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | 3.71% | - | 112,000 | $368K | No quote | No quote |
| 8 | NVS | Novartis AG COM | 3.53% | - | 6,430,000 | $350K | $0.05 | No quote |
| 9 | UTX | United Technologies COM | 3.50% | - | 5,000,000 | $347K | No quote | No quote |
| 10 | BSV | Vanguard Short-Term Bond NAV COM | 3.27% | - | 4,090,000 | $325K | No quote | No quote |
| 11 | D | Dominion Res Inc Va Com COM | 3.01% | - | 7,691,001 | $299K | $0.04 | No quote |
| 12 | DEO | Diageo PLC COM | 2.97% | - | 4,245,000 | $295K | $0.07 | No quote |
| 13 | APU | Amerigas Partners LP COM | 2.93% | - | 7,400,000 | $291K | No quote | No quote |
| 14 | SBAC | SBA Communications Corp COM | 2.89% | - | 8,388,000 | $287K | $0.03 | No quote |
| 15 | XTO | XTO Energy Inc COM | 2.86% | - | 6,114,000 | $284K | No quote | No quote |
| 16 | CAH | Cardinal Health Inc Com COM | 2.82% | - | 8,700,000 | $280K | $0.03 | No quote |
| 17 | MDY | Midcap SPDR Tr Un Sr 1 COM | 2.76% | - | 2,080,000 | $274K | $0.13 | No quote |
| 18 | CME | CME Group Inc COM | 2.71% | - | 800,000 | $269K | $0.34 | No quote |
| 19 | OKS | Oneok Partners LP COM | 2.69% | - | 4,292,000 | $267K | No quote | No quote |
| 20 | NUE | Nucor Corp COM | 2.54% | - | 5,400,000 | $252K | $0.05 | No quote |
| 21 | POT | Potash Corp Sask Inc Com COM | 2.46% | - | 2,250,000 | $244K | No quote | No quote |
| 22 | XEC | Cimarex Energy Co COM | 2.40% | - | 4,500,000 | $238K | No quote | No quote |
| 23 | BKF | iShares MSCI Bric COM | 2.36% | - | 5,100,000 | $234K | No quote | No quote |
| 24 | TYC | Tyco International Ltd Com COM | 2.23% | - | 6,200,000 | $221K | No quote | No quote |
| 25 | BIIB | Biogen Idec Inc COM | 2.16% | - | 4,000,000 | $214K | $0.05 | No quote |
| 26 | STR | Questar Corp COM | 2.14% | - | 5,100,000 | $212K | No quote | No quote |
| 27 | MHS | Medco Health Solutions Inc COM | 1.93% | - | 3,000,000 | $192K | No quote | No quote |
| 28 | NEM | Newmont Mining Corp Com COM | 0.59% | - | 0 | $58.8K | No quote | No quote |
| 29 | GG | Goldcorp Inc COM | 0.57% | - | 0 | $56.78K | No quote | No quote |
| 30 | GOLD | Barrick Gold Corp Com COM | 0.55% | - | 0 | $54.59K | No quote | No quote |
| 31 | VZ | Verizon Communications Com COM | 0.50% | - | 0 | $49.79K | No quote | No quote |
| 32 | ADM | Archer Daniels Midland Com COM | 0.48% | - | 0 | $48.09K | No quote | No quote |
| 33 | T | AT&T Inc COM | 0.43% | - | 0 | $42.44K | No quote | No quote |
| 34 | KO | Coca Cola COM | 0.42% | - | 0 | $41.78K | No quote | No quote |
| 35 | PFE | Pfizer COM | 0.42% | - | 0 | $41.34K | No quote | No quote |
| 36 | CEF | Central Fund COM | 0.39% | - | 0 | $38.94K | No quote | No quote |
| 37 | DE | Deere & Co COM | 0.39% | - | 0 | $38.37K | No quote | No quote |
| 38 | BMY | Bristol-Myers Squibb Co COM | 0.38% | - | 0 | $37.72K | No quote | No quote |
| 39 | NTTYY | Nippon Teleg & Tel COM | 0.36% | - | 0 | $35.33K | No quote | No quote |
| 40 | MON | Monsanto Co COM | 0.35% | - | 0 | $34.48K | No quote | No quote |
| 41 | MRK | Merck & Co COM | 0.34% | - | 0 | $33.51K | No quote | No quote |
| 42 | ABT | Abbott Labs COM | 0.33% | - | 0 | $33.19K | No quote | No quote |
| 43 | JNJ | Johnson & Johnson COM | 0.30% | - | 0 | $30.09K | No quote | No quote |
| 44 | TSN | Tyson Foods Inc Cl A COM | 0.28% | - | 0 | $27.63K | No quote | No quote |
| 45 | PG | Procter and Gamble COM | 0.28% | - | 0 | $27.49K | No quote | No quote |
| 46 | QCOM | Qualcomm Inc Com COM | 0.27% | - | 0 | $26.65K | No quote | No quote |
| 47 | SHAW | Shaw Group Inc. COM | 0.26% | - | 0 | $25.87K | No quote | No quote |
| 48 | VOD | Vodafone COM | 0.26% | - | 0 | $25.85K | No quote | No quote |
| 49 | PGN | Progress Energy Inc COM | 0.26% | - | 0 | $25.8K | No quote | No quote |
| 50 | MSFT | Microsoft Corp COM | 0.26% | - | 0 | $25.5K | No quote | No quote |
| 51 | ORCL | Oracle Corp Com COM | 0.26% | - | 0 | $25.41K | No quote | No quote |
| 52 | WM | Waste Mgmt Inc Del Com COM | 0.25% | - | 0 | $24.65K | No quote | No quote |
| 53 | COP | ConocoPhillips COM | 0.24% | - | 0 | $24.14K | No quote | No quote |
| 54 | CCJ | Cameco Corp COM | 0.24% | - | 0 | $24.13K | No quote | No quote |
| 55 | SO | Southern Company COM | 0.24% | - | 0 | $23.96K | No quote | No quote |
| 56 | CVX | Chevron Corp COM | 0.22% | - | 0 | $22.33K | No quote | No quote |
| 57 | GSK | GlaxoSmithKline PLC COM | 0.22% | - | 0 | $22.09K | No quote | No quote |
| 58 | INTC | Intel Corp COM | 0.22% | - | 0 | $22.08K | No quote | No quote |
| 59 | GE | General Electric COM | 0.21% | - | 0 | $21.18K | No quote | No quote |
| 60 | WMT | WalMart Stores COM | 0.21% | - | 0 | $20.94K | No quote | No quote |
| 61 | KR | Kroger Company Common COM | 0.19% | - | 0 | $19.32K | No quote | No quote |
| 62 | EXC | Exelon Corporation COM | 0.19% | - | 0 | $19.27K | No quote | No quote |
| 63 | PAYX | Paychex Inc COM | 0.18% | - | 0 | $18.36K | No quote | No quote |
| 64 | BP | BP Amoco PLC COM | 0.18% | - | 0 | $18.03K | No quote | No quote |
| 65 | PEP | Pepsico Inc COM | 0.18% | - | 0 | $18.01K | No quote | No quote |
| 66 | JPM | J.P. Morgan COM | 0.18% | - | 0 | $17.97K | No quote | No quote |
| 67 | CSCO | Cisco Sys Inc Com COM | 0.18% | - | 0 | $17.45K | No quote | No quote |
| 68 | EWJ | iShares MSCI Japan COM | 0.17% | - | 0 | $17.02K | No quote | No quote |
| 69 | EMC | EMC Corp Mass Com COM | 0.17% | - | 0 | $16.98K | No quote | No quote |
| 70 | GFI | Gold Fields Ltd COM | 0.08% | - | 0 | $8.1K | No quote | No quote |
| 71 | GDX | Market Vectors Gold Miners COM | 0.05% | - | 0 | $4.73K | No quote | No quote |
| 72 | SPY | SPDR Tr Unit Ser 1 COM | 0.04% | - | 0 | $3.78K | No quote | No quote |
| 73 | DBA | Powershares DB Agriculture Fun COM | 0.04% | - | 0 | $3.65K | No quote | No quote |
| 74 | GLD | SPDR Gold Trust COM | 0.04% | - | 0 | $3.5K | No quote | No quote |
| 75 | RGLD | Royal Gold, Inc COM | 0.03% | - | 0 | $2.67K | No quote | No quote |
| 76 | PFF | iShares S&P U.S. Preferred Sto COM | 0.02% | - | 0 | $2.34K | No quote | No quote |
| 77 | PXR | PowerShares Emerg Mks Infrastr COM | 0.02% | - | 0 | $2.19K | No quote | No quote |
| 78 | FLR | Fluor Corp. COM | 0.02% | - | 0 | $1.89K | No quote | No quote |
| 79 | LLY | Eli Lilly & Co COM | 0.02% | - | 0 | $1.83K | No quote | No quote |
| 80 | XOM | Exxon Mobil Corporation COM | 0.02% | - | 0 | $1.71K | No quote | No quote |
| 81 | RDSB | Royal Dutch Shell PLC B COM | 0.02% | - | 0 | $1.65K | No quote | No quote |
| 82 | PM | Phillip Morris International COM | 0.02% | - | 0 | $1.57K | No quote | No quote |
| 83 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.02% | - | 0 | $1.55K | No quote | No quote |
| 84 | JOF | Japan Smaller Cap. Fund COM | 0.01% | - | 0 | $1.17K | No quote | No quote |
| 85 | HAO | Claymore China Small Cap Index COM | 0.01% | - | 0 | $1.05K | No quote | No quote |
| 86 | AEP | American Elec Pwr Inc Com COM | 0.01% | - | 0 | $957 | No quote | No quote |
| 87 | KMP | Kinder Morgan Energy COM | 0.01% | - | 0 | $850 | No quote | No quote |
| 88 | RDSA | Royal Dutch Shell COM | 0.01% | - | 0 | $788 | No quote | No quote |
| 89 | RPV | Rydex S&P 500 Pure Value COM | 0.01% | - | 0 | $622 | No quote | No quote |
| 90 | EMF | Templeton Emerging Markets COM | 0.01% | - | 0 | $583 | No quote | No quote |
| 91 | MRO | Marathon Oil COM | 0.01% | - | 0 | $562 | No quote | No quote |
| 92 | GCS | DWS Global Commodities COM | 0.01% | - | 0 | $505 | No quote | No quote |
| 93 | SLV | iShares Silver Trust COM | 0.01% | - | 0 | $496 | No quote | No quote |
| 94 | PEO | Petroleum & Res Corp Com COM | 0.00% | - | 0 | $482 | No quote | No quote |
| 95 | JEC | Jacobs Engineering Group COM | 0.00% | - | 0 | $459 | No quote | No quote |
| 96 | JEQ | Japan Equity Fd Inc Com COM | 0.00% | - | 0 | $445 | No quote | No quote |
| 97 | UN | Unilever NV COM | 0.00% | - | 0 | $326 | No quote | No quote |
| 98 | MO | Altria Group Inc. COM | 0.00% | - | 0 | $307 | No quote | No quote |
| 99 | PAAS | Pan American Silver Corp COM | 0.00% | - | 0 | $254 | No quote | No quote |
| 100 | STZ | Constellation Brands Inc COM | 0.00% | - | 0 | $241 | No quote | No quote |
| 101 | CMCSA | Comcast Corp Cl A COM | 0.00% | - | 0 | $198 | No quote | No quote |
| 102 | PBCT | Peoples United COM | 0.00% | - | 0 | $167 | No quote | No quote |
| 103 | PUI | Powershares Dynamic Utilities COM | 0.00% | - | 0 | $152 | No quote | No quote |
| 104 | QVCA | Liberty Interactive Group Ser. COM | 0.00% | - | 0 | $117 | No quote | No quote |
| 105 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $2 | No quote | No quote |
| 106 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |