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 6 of 105 rows. Rows without a quote are marked unavailable.
| 1 | CL | Colgate Palmolive COM | 9.39% | Reduce -3.5% | 7,313,000 | $624K | $0.09 | No quote |
| 2 | TEVA | Teva Pharmaceutical Industries COM | 7.24% | Reduce -14.1% | 7,628,594 | $481K | $0.06 | No quote |
| 3 | OXY | Occidental Pete Corp. COM | 6.47% | Reduce -18.1% | 5,088,000 | $430K | $0.08 | No quote |
| 4 | D | Dominion Res Inc Va Com COM | 5.15% | Add +8.1% | 8,316,923 | $342K | $0.04 | No quote |
| 5 | BSV | Vanguard Short-Term Bond NAV COM | 4.92% | - | 4,090,000 | $327K | No quote | No quote |
| 6 | MMP | Magellan Midstream Prtns COM | 4.80% | Reduce -23.4% | 6,701,310 | $319K | No quote | No quote |
| 7 | XTO | XTO Energy Inc COM | 4.77% | Add +9.8% | 6,714,000 | $317K | No quote | No quote |
| 8 | SBAC | SBA Communications Corp COM | 4.56% | - | 8,388,000 | $303K | $0.04 | No quote |
| 9 | MDY | Midcap SPDR Tr Un Sr 1 COM | 4.48% | - | 2,080,000 | $298K | $0.14 | No quote |
| 10 | APU | Amerigas Partners LP COM | 4.05% | Reduce -9.5% | 6,700,000 | $269K | No quote | No quote |
| 11 | RFV | Rydex S&P Mid Cap 400 Pure Val COM | 3.73% | New | 7,800,000 | $248K | No quote | No quote |
| 12 | CYB | WisdomTree Dreyfus Chinese Yua COM | 3.63% | New | 9,600,000 | $241K | No quote | No quote |
| 14 | TYC | Tyco International Ltd Com COM | 3.57% | - | 6,200,000 | $237K | No quote | No quote |
| 13 | BKF | iShares MSCI Bric COM | 3.57% | - | 5,100,000 | $237K | No quote | No quote |
| 15 | STR | Questar Corp COM | 3.31% | - | 5,100,000 | $220K | No quote | No quote |
| 16 | MON | Monsanto Co COM | 3.04% | New | 2,825,000 | $202K | No quote | No quote |
| 17 | OKS | Oneok Partners LP COM | 2.78% | Reduce -29.7% | 3,017,000 | $185K | No quote | No quote |
| 18 | NEM | Newmont Mining Corp Com COM | 0.97% | - | 0 | $64.14K | No quote | No quote |
| 19 | GOLD | Barrick Gold Corp Com COM | 0.85% | - | 0 | $56.73K | No quote | No quote |
| 20 | GG | Goldcorp Inc COM | 0.85% | - | 0 | $56.21K | No quote | No quote |
| 21 | VZ | Verizon Communications Com COM | 0.72% | - | 0 | $47.68K | No quote | No quote |
| 22 | ADM | Archer Daniels Midland Com COM | 0.68% | - | 0 | $45.02K | No quote | No quote |
| 23 | T | AT&T Inc COM | 0.66% | - | 0 | $43.67K | No quote | No quote |
| 24 | KO | Coca Cola COM | 0.63% | - | 0 | $41.71K | No quote | No quote |
| 25 | CEF | Central Fund* COM | 0.62% | - | 0 | $41.01K | No quote | No quote |
| 26 | BMY | Bristol-Myers Squibb Co COM | 0.60% | - | 0 | $39.91K | No quote | No quote |
| 27 | PFE | Pfizer COM | 0.60% | - | 0 | $39.64K | No quote | No quote |
| 28 | NTTYY | Nippon Teleg & Tel COM | 0.59% | - | 0 | $39.37K | No quote | No quote |
| 29 | ABT | Abbott Labs COM | 0.50% | - | 0 | $33.18K | No quote | No quote |
| 30 | SHAW | Shaw Group Inc. COM | 0.47% | - | 0 | $31.18K | No quote | No quote |
| 31 | JNJ | Johnson & Johnson COM | 0.46% | - | 0 | $30.74K | No quote | No quote |
| 32 | PEP | Pepsico Inc COM | 0.45% | - | 0 | $29.72K | No quote | No quote |
| 33 | VOD | Vodafone COM | 0.44% | - | 0 | $29.25K | No quote | No quote |
| 34 | BG | Bunge Limited COM | 0.44% | New | 0 | $29.25K | No quote | No quote |
| 35 | PG | Procter and Gamble COM | 0.44% | - | 0 | $29.04K | No quote | No quote |
| 36 | DE | Deere & Co COM | 0.43% | - | 0 | $28.75K | No quote | No quote |
| 37 | MSFT | Microsoft Corp COM | 0.43% | - | 0 | $28.52K | No quote | No quote |
| 38 | BP | BP Amoco PLC COM | 0.43% | - | 0 | $28.35K | No quote | No quote |
| 39 | CVX | Chevron Corp COM | 0.42% | - | 0 | $27.68K | No quote | No quote |
| 40 | ORCL | Oracle Corp Com COM | 0.41% | - | 0 | $27.46K | No quote | No quote |
| 41 | INTC | Intel Corp COM | 0.40% | - | 0 | $26.86K | No quote | No quote |
| 42 | WM | Waste Mgmt Inc Del Com COM | 0.40% | - | 0 | $26.31K | No quote | No quote |
| 43 | GE | General Electric COM | 0.37% | - | 0 | $24.56K | No quote | No quote |
| 44 | MRK | Merck & Co COM | 0.37% | - | 0 | $24.54K | No quote | No quote |
| 45 | PGN | Progress Energy Inc COM | 0.37% | - | 0 | $24.41K | No quote | No quote |
| 46 | SO | Southern Company COM | 0.36% | - | 0 | $24.24K | No quote | No quote |
| 47 | WMT | WalMart Stores COM | 0.36% | - | 0 | $23.81K | No quote | No quote |
| 48 | KR | Kroger Company Common COM | 0.33% | - | 0 | $22.25K | No quote | No quote |
| 49 | CCJ | Cameco Corp COM | 0.32% | - | 0 | $21.48K | No quote | No quote |
| 50 | PAYX | Paychex Inc COM | 0.30% | - | 0 | $19.74K | No quote | No quote |
| 51 | CSCO | Cisco Sys Inc Com COM | 0.29% | - | 0 | $19.42K | No quote | No quote |
| 52 | EWJ | iShares MSCI Japan COM | 0.29% | - | 0 | $19.35K | No quote | No quote |
| 53 | EXC | Exelon Corporation COM | 0.29% | - | 0 | $19.32K | No quote | No quote |
| 54 | KMB | Kimberly Clark COM | 0.28% | Reduce -100.0% | 0 | $18.58K | No quote | No quote |
| 55 | FLR | Fluor Corp. COM | 0.28% | - | 0 | $18.34K | No quote | No quote |
| 56 | FWLT | Foster Wheeler AG COM | 0.28% | New | 0 | $18.32K | No quote | No quote |
| 57 | POT | Potash Corp Sask Inc COM | 0.27% | Reduce -100.0% | 0 | $18.26K | No quote | No quote |
| 58 | COP | ConocoPhillips COM | 0.26% | - | 0 | $17.6K | No quote | No quote |
| 59 | UNH | United Healthcare Corp COM | 0.26% | New | 0 | $17.06K | No quote | No quote |
| 60 | GSK | GlaxoSmithKline PLC COM | 0.25% | - | 0 | $16.38K | No quote | No quote |
| 61 | TSN | Tyson Foods Inc Cl A COM | 0.22% | - | 0 | $14.51K | No quote | No quote |
| 62 | GFI | Gold Fields Ltd COM | 0.14% | - | 0 | $9.49K | No quote | No quote |
| 63 | QCOM | Qualcomm Inc Com COM | 0.14% | - | 0 | $9.45K | No quote | No quote |
| 64 | GDX | Market Vectors Gold Miners COM | 0.07% | - | 0 | $4.6K | No quote | No quote |
| 65 | RGLD | Royal Gold, Inc COM | 0.07% | - | 0 | $4.46K | No quote | No quote |
| 66 | SPY | SPDR Tr Unit Ser 1 COM | 0.06% | - | 0 | $3.89K | No quote | No quote |
| 67 | GLD | SPDR Gold Trust COM | 0.05% | - | 0 | $3.52K | No quote | No quote |
| 68 | DBA | Powershares DB Agriculture Fun COM | 0.05% | - | 0 | $3.25K | No quote | No quote |
| 69 | PFF | iShares S&P U.S. Preferred Sto COM | 0.05% | - | 0 | $3.07K | No quote | No quote |
| 70 | UGE | Proshares Ultra Consumer Goods COM | 0.03% | New | 0 | $2.27K | No quote | No quote |
| 71 | LLY | Eli Lilly & Co COM | 0.03% | - | 0 | $1.93K | No quote | No quote |
| 72 | PM | Phillip Morris International COM | 0.03% | - | 0 | $1.66K | No quote | No quote |
| 73 | RSP | Rydex S&P 500 Equal Weighted I COM | 0.03% | - | 0 | $1.66K | No quote | No quote |
| 74 | RDSB | Royal Dutch Shell PLC B COM | 0.02% | - | 0 | $1.56K | No quote | No quote |
| 75 | XOM | Exxon Mobil Corporation COM | 0.02% | - | 0 | $1.51K | No quote | No quote |
| 76 | JOF | Japan Smaller Cap. Fund COM | 0.02% | - | 0 | $1.33K | No quote | No quote |
| 77 | UVU | Proshares Ultra Russell Midcap COM | 0.01% | New | 0 | $912 | No quote | No quote |
| 78 | KMP | Kinder Morgan Energy COM | 0.01% | - | 0 | $855 | No quote | No quote |
| 79 | RDSA | Royal Dutch Shell COM | 0.01% | - | 0 | $759 | No quote | No quote |
| 80 | RPV | Rydex S&P 500 Pure Value COM | 0.01% | - | 0 | $657 | No quote | No quote |
| 82 | EMF | Templeton Emerging Markets COM | 0.01% | - | 0 | $559 | No quote | No quote |
| 81 | PXR | PowerShares Emerg Mks Infrastr COM | 0.01% | - | 0 | $559 | No quote | No quote |
| 83 | MRO | Marathon Oil COM | 0.01% | - | 0 | $506 | No quote | No quote |
| 84 | GCS | DWS Global Commodities COM | 0.01% | - | 0 | $490 | No quote | No quote |
| 85 | JEQ | Japan Equity Fd Inc Com COM | 0.01% | - | 0 | $481 | No quote | No quote |
| 86 | PEO | Petroleum & Res Corp Com COM | 0.01% | - | 0 | $478 | No quote | No quote |
| 87 | MO | Altria Group Inc. COM | 0.01% | - | 0 | $406 | No quote | No quote |
| 88 | PAAS | Pan American Silver Corp COM | 0.00% | - | 0 | $247 | No quote | No quote |
| 89 | BDD | Powershares DB Base Metals Dou COM | 0.00% | New | 0 | $232 | No quote | No quote |
| 90 | STZ | Constellation Brands Inc COM | 0.00% | - | 0 | $172 | No quote | No quote |
| 91 | QVCA | Liberty Interactive Group Ser. COM | 0.00% | - | 0 | $164 | No quote | No quote |
| 92 | PBCT | Peoples United COM | 0.00% | - | 0 | $156 | No quote | No quote |
| 93 | SKNY | Skinny Nutritional Corp COM | 0.00% | - | 0 | $3 | No quote | No quote |
| 105 | UTX | United Technologies COM | - | Sold | 0 | $0 | No quote | No quote |
| 104 | NUE | Nucor Corp COM | - | Sold | 0 | $0 | No quote | No quote |
| 103 | NVS | Novartis AG COM | - | Sold | 0 | $0 | No quote | No quote |
| 102 | MHS | Medco Health Solutions Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 101 | DEO | Diageo PLC COM | - | Sold | 0 | $0 | No quote | No quote |
| 100 | CME | CME Group Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 99 | XEC | Cimarex Energy Co COM | - | Sold | 0 | $0 | No quote | No quote |
| 98 | CGHI | Centurion Gold Hldgs. COM | 0.00% | - | 0 | $0 | No quote | No quote |
| 97 | CAH | Cardinal Health Inc Com COM | - | Sold | 0 | $0 | No quote | No quote |
| 96 | BIIB | Biogen Idec Inc COM | - | Sold | 0 | $0 | No quote | No quote |
| 95 | BRK/B | Berkshire Hathaway Inc Cl B COMCUSIP 084670702 | - | Sold | 0 | $0 | No quote | No quote |
| 94 | BDX | Becton Dickinson & Co COM | - | Sold | 0 | $0 | No quote | No quote |