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 62 of 95 rows. Rows without a quote are marked unavailable.
| 1 | VOD | Vodafone | 3.07% | Reduce -40.9% | 810,407 | $31.86M | No quote | No quote |
| 2 | GE | General Electric | 3.07% | Reduce -41.0% | 1,136,259 | $31.85M | $28.03 | No quote |
| 3 | PFE | Pfizer | 3.01% | Reduce -44.9% | 1,020,493 | $31.26M | $30.63 | No quote |
| 4 | INTC | Intel Corp | 3.00% | Reduce -39.1% | 1,200,573 | $31.16M | $25.96 | No quote |
| 5 | T | AT&T Inc | 2.85% | Reduce -39.4% | 842,255 | $29.61M | $35.16 | No quote |
| 6 | WFC | Wells Fargo & Co New Com | 2.80% | Reduce -40.4% | 639,475 | $29.03M | $45.40 | No quote |
| 7 | WM | Waste Mgmt Inc Del Com | 2.77% | Reduce -42.0% | 641,733 | $28.8M | $44.87 | No quote |
| 8 | MRK | Merck & Co | 2.76% | Reduce -42.0% | 571,931 | $28.63M | $50.05 | No quote |
| 9 | MSFT | Microsoft Corp | 2.66% | Reduce -42.3% | 737,936 | $27.61M | $37.41 | No quote |
| 10 | KO | Coca Cola | 2.48% | Reduce -41.5% | 623,327 | $25.75M | $41.31 | No quote |
| 11 | XOM | Exxon Mobil Corporation | 2.46% | Add +6.3% | 252,642 | $25.57M | $101.20 | No quote |
| 12 | CSCO | Cisco Sys Inc Com | 2.46% | Reduce -40.5% | 1,137,532 | $25.52M | $22.43 | No quote |
| 13 | PG | Procter and Gamble | 2.40% | Reduce -33.2% | 305,979 | $24.91M | $81.41 | No quote |
| 14 | JNJ | Johnson & Johnson | 2.28% | Reduce -47.5% | 258,769 | $23.7M | $91.59 | No quote |
| 15 | DD | Du Pont E.I. De Nemours & Co. | 2.26% | Reduce -39.9% | 361,367 | $23.48M | $64.97 | No quote |
| 16 | TXN | Texas Instruments Inc | 2.24% | Reduce -38.1% | 529,677 | $23.26M | $43.91 | No quote |
| 17 | PAYX | Paychex Inc | 2.05% | Reduce -52.7% | 468,246 | $21.32M | $45.53 | No quote |
| 18 | TRV | Travelers Companies Inc | 2.04% | Reduce -23.0% | 233,502 | $21.14M | $90.54 | No quote |
| 19 | WMT | WalMart Stores | 2.03% | Reduce -38.3% | 267,682 | $21.06M | $78.69 | No quote |
| 20 | VZ | Verizon Communications Com | 1.98% | Reduce -36.8% | 418,638 | $20.57M | $49.14 | No quote |
| 21 | BMY | Bristol-Myers Squibb Co | 1.97% | Reduce -48.9% | 384,693 | $20.45M | $53.15 | No quote |
| 22 | TRI | Thomson Reuters Corp Com | 1.95% | Reduce -43.1% | 536,181 | $20.28M | No quote | No quote |
| 23 | TRP | Transcanada Corp | 1.79% | Reduce -45.4% | 406,245 | $18.55M | $45.66 | No quote |
| 24 | USB | US Bancorp | 1.65% | Reduce -38.7% | 425,119 | $17.18M | $40.40 | No quote |
| 25 | DE | Deere & Co | 1.59% | Reduce -11.5% | 181,150 | $16.54M | $91.33 | No quote |
| 26 | KMB | Kimberly Clark | 1.59% | Reduce -36.6% | 158,266 | $16.53M | $104.46 | No quote |
| 27 | POT | Potash Corp Sask Inc | 1.51% | New | 476,775 | $15.72M | No quote | No quote |
| 28 | EMR | Emerson Electric | 1.48% | Reduce -30.1% | 219,188 | $15.38M | $70.18 | No quote |
| 29 | CEF | Central Fund* | 1.48% | Reduce -16.5% | 1,156,342 | $15.32M | No quote | No quote |
| 30 | VLO | Valero Energy Corp | 1.45% | Reduce -46.3% | 298,003 | $15.02M | $50.40 | No quote |
| 31 | C | CitiGroup Inc | 1.42% | New | 282,280 | $14.71M | $52.11 | No quote |
| 32 | BP | BP PLC | 1.42% | Reduce -34.6% | 302,160 | $14.69M | $48.61 | No quote |
| 33 | GSK | GlaxoSmithKline PLC | 1.41% | Reduce -43.3% | 273,483 | $14.6M | $53.39 | No quote |
| 34 | ABT | Abbott Labs | 1.37% | Reduce -37.9% | 371,334 | $14.23M | $38.33 | No quote |
| 35 | BK | Bank of New York Mellon Corp | 1.37% | Reduce -36.4% | 407,046 | $14.22M | $34.94 | No quote |
| 36 | MMM | 3M Company | 1.26% | Reduce -43.9% | 93,420 | $13.1M | $140.25 | No quote |
| 37 | PEP | Pepsico Inc | 1.22% | Reduce -64.8% | 152,670 | $12.66M | $82.94 | No quote |
| 38 | WAG | Walgreen Co. | 1.21% | Reduce -39.1% | 219,510 | $12.61M | No quote | No quote |
| 39 | GLW | Corning Inc | 1.21% | New | 706,300 | $12.59M | $17.82 | No quote |
| 40 | CPB | Campbell Soup | 1.20% | New | 288,703 | $12.5M | $43.28 | No quote |
| 41 | CA | CA Inc | 1.20% | Reduce -33.9% | 370,070 | $12.45M | No quote | No quote |
| 42 | BRCM | Broadcom Corp Cl A | 1.20% | New | 419,925 | $12.45M | No quote | No quote |
| 43 | CHL | China Mobile LTD | 1.18% | Reduce -39.5% | 234,459 | $12.26M | No quote | No quote |
| 44 | SYY | Sysco Corp | 1.12% | Reduce -70.5% | 322,630 | $11.65M | $36.10 | No quote |
| 45 | ADP | Automatic Data Processing | 1.08% | Reduce -56.6% | 138,249 | $11.17M | $80.80 | No quote |
| 46 | EMC | EMC Corp Mass Com | 1.06% | New | 438,498 | $11.03M | No quote | No quote |
| 47 | CL | Colgate Palmolive | 1.05% | Reduce -40.4% | 167,391 | $10.92M | $65.21 | No quote |
| 48 | AXP | American Express Co | 1.04% | New | 119,148 | $10.81M | $90.73 | No quote |
| 49 | BDX | Becton Dickinson & Co | 1.04% | Reduce -44.3% | 97,695 | $10.79M | $110.49 | No quote |
| 50 | GG | Goldcorp Inc | 1.01% | Reduce -61.1% | 485,904 | $10.53M | No quote | No quote |
| 51 | KMI | Kinder Morgan Inc | 1.00% | Reduce -34.6% | 289,219 | $10.41M | $36.00 | No quote |
| 52 | SPY | SPDR Tr Unit Ser 1 | 1.00% | Add +175.6% | 56,246 | $10.39M | $184.69 | No quote |
| 53 | CLX | Clorox Co | 0.98% | Reduce -52.9% | 109,219 | $10.13M | $92.76 | No quote |
| 54 | EWJ | iShares MSCI Japan | 0.95% | Reduce -2.3% | 816,032 | $9.91M | $12.14 | No quote |
| 55 | BAC | Bank Of America Corp | 0.94% | New | 626,885 | $9.76M | $15.57 | No quote |
| 56 | DEM | Wisdom Tree Emerging Markets E | 0.83% | New | 169,150 | $8.63M | No quote | No quote |
| 57 | PBCT | Peoples United Financial Inc | 0.52% | Reduce -34.0% | 353,584 | $5.35M | No quote | No quote |
| 58 | GLD | SPDR Gold Trust | 0.31% | Reduce -16.2% | 27,467 | $3.19M | $116.10 | No quote |
| 59 | DVY | iShares Dow Jones Select Div I | 0.28% | Reduce -24.9% | 40,145 | $2.86M | No quote | No quote |
| 60 | IAU | iShares Comex Gold | 0.22% | Reduce -28.8% | 191,920 | $2.24M | $11.68 | No quote |
| 61 | HDV | iShares High Dividend Equity F | 0.21% | Add +28.5% | 31,520 | $2.21M | No quote | No quote |
| 62 | MKC | McCormick & Co | 0.21% | Reduce -67.2% | 31,800 | $2.19M | $68.93 | No quote |
| 63 | RSP | Rydex S&P 500 Equal Weighted I | 0.16% | Reduce -8.1% | 23,305 | $1.66M | $71.23 | No quote |
| 64 | RDSB | Royal Dutch Shell PLC B | 0.14% | Reduce -2.9% | 19,429 | $1.46M | No quote | No quote |
| 65 | GDX | Market Vectors Gold Miners | 0.13% | Reduce -27.3% | 61,373 | $1.3M | No quote | No quote |
| 66 | PM | Phillip Morris International | 0.11% | Reduce -62.4% | 13,336 | $1.16M | $87.13 | No quote |
| 67 | MO | Altria Group Inc. | 0.09% | Reduce -58.9% | 23,088 | $886K | $38.37 | No quote |
| 68 | SBAC | SBA Communications Corp | 0.07% | - | 8,388 | $754K | $89.89 | No quote |
| 69 | JOF | Japan Smaller Cap. Fund | 0.07% | Reduce -4.7% | 76,975 | $706K | No quote | No quote |
| 70 | AAPL | Apple Inc. | 0.07% | Reduce -3.5% | 1,229 | $690K | $561.43 | No quote |
| 71 | COP | ConocoPhillips | 0.06% | Reduce -4.9% | 8,679 | $613K | $70.63 | No quote |
| 72 | IVV | iShares Tr S&P 500 Index | 0.05% | - | 2,559 | $475K | $185.62 | No quote |
| 73 | MCD | McDonalds Corp | 0.04% | - | 4,353 | $422K | $96.94 | No quote |
| 74 | RDSA | Royal Dutch Shell | 0.04% | Reduce -6.8% | 5,514 | $393K | No quote | No quote |
| 75 | MDY | Midcap SPDR Tr Un Sr 1 | 0.04% | - | 1,560 | $381K | $244.23 | No quote |
| 76 | HD | Home Depot | 0.04% | - | 4,500 | $371K | $82.44 | No quote |
| 77 | CAT | Caterpillar Inc | 0.03% | New | 3,950 | $359K | $90.89 | No quote |
| 78 | IWR | Ishares Russell Midcap Index | 0.03% | - | 2,000 | $300K | $150.00 | No quote |
| 79 | KMP | inder Morgan Energy | 0.03% | Reduce -2.8% | 3,525 | $284K | No quote | No quote |
| 80 | IWD | Ishares Tr - Russell 1000 Valu | 0.03% | Reduce -36.2% | 3,000 | $283K | $94.33 | No quote |
| 81 | PEO | Petroleum & Res Corp Com | 0.03% | Reduce -1.1% | 9,753 | $267K | No quote | No quote |
| 82 | JEQ | Japan Equity Fd Inc Com | 0.02% | - | 36,650 | $256K | No quote | No quote |
| 83 | EMF | Templeton Emerging Markets | 0.02% | Reduce -1.4% | 14,547 | $255K | No quote | No quote |
| 84 | AUY | Yamana Gold Inc | 0.02% | Reduce -99.4% | 19,700 | $170K | No quote | No quote |
| 85 | PHYS | Sprott Physical Gold Trust | 0.01% | Reduce -11.1% | 12,000 | $120K | $10.00 | No quote |
| 95 | VOX | Vanguard Telecommunications | - | Sold | 0 | $0 | No quote | No quote |
| 94 | UTX | United Technologies | - | Sold | 0 | $0 | No quote | No quote |
| 93 | SDY | SPDR S&P Dividend ETF | - | Sold | 0 | $0 | No quote | No quote |
| 92 | SO | Southern Company | - | Sold | 0 | $0 | No quote | No quote |
| 91 | SLGLF | Silverado Gold Mines Ltd | 0.00% | New | 10,000 | $0 | No quote | No quote |
| 90 | SEAOF | SEACO Ltd. | 0.00% | - | 50,656 | $0 | No quote | No quote |
| 89 | 57061R | Market Vectors Junior Gold Min | - | Sold | 0 | $0 | No quote | No quote |
| 88 | AWK | American Water Works Co Inc | - | Sold | 0 | $0 | No quote | No quote |
| 87 | AEP | American Elec Pwr Inc Com | - | Sold | 0 | $0 | No quote | No quote |
| 86 | ADVNA | Advanta Corp. | 0.00% | - | 10,000 | $0 | No quote | No quote |