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 64 of 102 rows. Rows without a quote are marked unavailable.
| 1 | PFE | Pfizer | 3.50% | Reduce -1.1% | 1,009,682 | $32.43M | $32.12 | No quote |
| 2 | INTC | Intel Corp | 3.27% | Reduce -2.1% | 1,174,950 | $30.33M | $25.81 | No quote |
| 3 | GE | General Electric | 3.17% | Reduce -0.1% | 1,135,697 | $29.4M | $25.89 | No quote |
| 4 | MSFT | Microsoft Corp | 3.01% | Reduce -7.9% | 679,526 | $27.85M | $40.99 | No quote |
| 5 | T | AT&T Inc | 2.88% | Reduce -9.7% | 760,548 | $26.67M | $35.07 | No quote |
| 6 | WM | Waste Mgmt Inc Del Com | 2.83% | Reduce -2.9% | 622,998 | $26.21M | $42.07 | No quote |
| 7 | CSCO | Cisco Sys Inc Com | 2.68% | Reduce -2.6% | 1,108,277 | $24.84M | $22.41 | No quote |
| 8 | JNJ | Johnson & Johnson | 2.59% | Reduce -5.5% | 244,617 | $24.03M | $98.23 | No quote |
| 9 | PG | Procter and Gamble | 2.41% | Reduce -9.3% | 277,402 | $22.36M | $80.60 | No quote |
| 10 | VZ | Verizon Communications Com | 2.12% | Reduce -1.4% | 412,850 | $19.64M | $47.57 | No quote |
| 11 | MRK | Merck & Co | 2.12% | Reduce -39.6% | 345,274 | $19.6M | $56.77 | No quote |
| 12 | SYY | Sysco Corp | 2.11% | Add +67.5% | 540,310 | $19.52M | $36.13 | No quote |
| 13 | PAYX | Paychex Inc | 1.99% | Reduce -7.5% | 433,365 | $18.46M | $42.60 | No quote |
| 14 | USB | US Bancorp | 1.98% | Add +0.9% | 429,021 | $18.39M | $42.86 | No quote |
| 15 | COP | ConocoPhillips | 1.98% | Add +2904.1% | 260,727 | $18.34M | $70.35 | No quote |
| 16 | TRV | Travelers Companies Inc | 1.92% | Reduce -10.4% | 209,179 | $17.8M | $85.10 | No quote |
| 17 | DD | Du Pont E.I. De Nemours & Co. | 1.87% | Reduce -28.5% | 258,481 | $17.34M | $67.10 | No quote |
| 18 | XOM | Exxon Mobil Corporation | 1.82% | Reduce -31.6% | 172,683 | $16.87M | $97.68 | No quote |
| 19 | POT | Potash Corp Sask Inc | 1.81% | Reduce -3.1% | 462,153 | $16.74M | No quote | No quote |
| 20 | BAC | Bank Of America Corp | 1.80% | Add +54.4% | 967,835 | $16.65M | $17.20 | No quote |
| 21 | EMR | Emerson Electric | 1.79% | Add +13.2% | 248,077 | $16.57M | $66.80 | No quote |
| 22 | TRP | Transcanada Corp | 1.78% | Reduce -10.6% | 363,160 | $16.53M | $45.52 | No quote |
| 23 | TRI | Thomson Reuters Corp Com | 1.78% | Reduce -10.0% | 482,773 | $16.51M | No quote | No quote |
| 24 | PEP | Pepsico Inc | 1.73% | Add +25.8% | 192,114 | $16.04M | $83.50 | No quote |
| 25 | TXN | Texas Instruments Inc | 1.72% | Reduce -36.1% | 338,555 | $15.97M | $47.16 | No quote |
| 26 | KMB | Kimberly Clark | 1.71% | Reduce -9.4% | 143,332 | $15.8M | $110.25 | No quote |
| 27 | CEF | Central Fund* | 1.67% | Reduce -2.4% | 1,128,132 | $15.48M | No quote | No quote |
| 28 | BK | Bank of New York Mellon Corp | 1.67% | Add +7.4% | 437,226 | $15.43M | $35.29 | No quote |
| 29 | DE | Deere & Co | 1.66% | Reduce -6.5% | 169,326 | $15.38M | $90.80 | No quote |
| 30 | BRCM | Broadcom Corp Cl A | 1.60% | Add +12.3% | 471,426 | $14.84M | No quote | No quote |
| 31 | ORCL | Oracle Corp Com | 1.55% | New | 351,568 | $14.38M | $40.91 | No quote |
| 32 | SLB | Schlumberger Ltd | 1.53% | New | 145,875 | $14.22M | $97.50 | No quote |
| 33 | GSK | GlaxoSmithKline PLC | 1.52% | Reduce -3.5% | 264,010 | $14.11M | $53.43 | No quote |
| 34 | EWJ | iShares MSCI Japan | 1.51% | Add +51.0% | 1,232,622 | $13.97M | $11.33 | No quote |
| 35 | KO | Coca Cola | 1.50% | Reduce -42.3% | 359,517 | $13.9M | $38.66 | No quote |
| 36 | ABT | Abbott Labs | 1.49% | Reduce -3.5% | 358,443 | $13.8M | $38.51 | No quote |
| 37 | WMT | WalMart Stores | 1.47% | Reduce -33.5% | 177,896 | $13.6M | $76.43 | No quote |
| 38 | GLW | Corning Inc | 1.43% | Reduce -10.1% | 634,677 | $13.21M | $20.82 | No quote |
| 39 | M | Macy's Inc | 1.39% | New | 216,825 | $12.86M | $59.29 | No quote |
| 40 | WFC | Wells Fargo & Co New Com | 1.38% | Reduce -59.9% | 256,603 | $12.76M | $49.74 | No quote |
| 41 | ETR | Entergy Corp | 1.32% | New | 182,901 | $12.23M | No quote | No quote |
| 42 | CPB | Campbell Soup | 1.25% | Reduce -10.5% | 258,281 | $11.59M | $44.88 | No quote |
| 43 | CSX | CSX Corp | 1.20% | New | 383,775 | $11.12M | $28.97 | No quote |
| 44 | ESRX | Express Scripts Inc | 1.20% | New | 147,799 | $11.1M | No quote | No quote |
| 45 | GG | Goldcorp Inc | 1.18% | Reduce -7.7% | 448,469 | $10.98M | No quote | No quote |
| 46 | AAPL | Apple Inc. | 1.18% | Add +1556.0% | 20,352 | $10.92M | $536.75 | No quote |
| 47 | EMC | EMC Corp Mass Com | 1.17% | Reduce -10.0% | 394,593 | $10.82M | No quote | No quote |
| 48 | CA | CA Inc | 1.15% | Reduce -7.0% | 344,022 | $10.66M | No quote | No quote |
| 49 | HMC | Honda Motor Co New | 1.12% | New | 294,300 | $10.4M | No quote | No quote |
| 50 | AXP | American Express Co | 1.02% | Reduce -11.5% | 105,423 | $9.49M | $90.03 | No quote |
| 51 | UPS | United Parcel Service | 1.02% | New | 96,650 | $9.41M | $97.38 | No quote |
| 52 | BMY | Bristol-Myers Squibb Co | 1.01% | Reduce -53.2% | 179,905 | $9.35M | $51.95 | No quote |
| 53 | BDX | Becton Dickinson & Co | 0.99% | Reduce -19.6% | 78,495 | $9.19M | $117.08 | No quote |
| 54 | MMM | 3M Company | 0.97% | Reduce -28.9% | 66,397 | $9.01M | $135.67 | No quote |
| 55 | C | CitiGroup Inc | 0.79% | Reduce -45.3% | 154,451 | $7.35M | $47.60 | No quote |
| 56 | UNH | United Healthcare Corp | 0.54% | New | 60,593 | $4.97M | $81.99 | No quote |
| 57 | SPY | SPDR Tr Unit Ser 1 | 0.46% | Reduce -59.4% | 22,866 | $4.28M | $187.00 | No quote |
| 58 | DVY | iShares Dow Jones Select Div I | 0.44% | Add +39.1% | 55,844 | $4.09M | No quote | No quote |
| 59 | GLD | SPDR Gold Trust | 0.34% | Reduce -6.1% | 25,787 | $3.19M | $123.63 | No quote |
| 60 | IAU | iShares Comex Gold | 0.25% | Reduce -1.7% | 188,571 | $2.35M | $12.44 | No quote |
| 61 | RSP | Rydex S&P 500 Equal Weighted I | 0.23% | Add +26.2% | 29,410 | $2.15M | $73.00 | No quote |
| 62 | RDSB | Royal Dutch Shell PLC B | 0.16% | Reduce -3.9% | 18,664 | $1.46M | No quote | No quote |
| 63 | MKC | McCormick & Co | 0.14% | Reduce -41.5% | 18,600 | $1.33M | $71.72 | No quote |
| 64 | GDX | Market Vectors Gold Miners | 0.14% | Reduce -11.1% | 54,554 | $1.29M | No quote | No quote |
| 65 | HDV | iShares High Dividend Equity F | 0.13% | Reduce -46.2% | 16,971 | $1.21M | No quote | No quote |
| 66 | VOO | Vanguard S&P 500 ETF | 0.12% | New | 6,432 | $1.1M | $171.33 | No quote |
| 67 | SBAC | SBA Communications Corp | 0.08% | - | 8,388 | $763K | $90.96 | No quote |
| 68 | PM | Phillip Morris International | 0.07% | Reduce -38.0% | 8,264 | $677K | $81.92 | No quote |
| 70 | JOF | Japan Smaller Cap. Fund | 0.07% | Reduce -4.6% | 73,450 | $643K | No quote | No quote |
| 69 | MO | Altria Group Inc. | 0.07% | Reduce -25.6% | 17,167 | $643K | $37.46 | No quote |
| 71 | MCD | McDonalds Corp | 0.05% | - | 4,353 | $427K | $98.09 | No quote |
| 72 | RDSA | Royal Dutch Shell | 0.04% | Add +1.6% | 5,601 | $409K | No quote | No quote |
| 73 | MDY | Midcap SPDR Tr Un Sr 1 | 0.04% | Reduce -8.3% | 1,430 | $358K | $250.35 | No quote |
| 74 | HD | Home Depot | 0.03% | Reduce -11.1% | 4,000 | $317K | $79.25 | No quote |
| 75 | IWR | Ishares Russell Midcap Index | 0.03% | - | 2,000 | $310K | $155.00 | No quote |
| 76 | SDY | SPDR S&P Dividend ETF | 0.03% | New | 4,200 | $309K | $73.57 | No quote |
| 77 | QQQ | PowerShares QQQ Trust | 0.03% | New | 3,409 | $299K | $87.71 | No quote |
| 79 | VEU | Vanguard FTSE All-World ex-US | 0.03% | New | 5,833 | $293K | $50.23 | No quote |
| 78 | IVV | iShares Tr S&P 500 Index | 0.03% | Reduce -39.1% | 1,559 | $293K | $187.94 | No quote |
| 80 | PEO | Petroleum & Res Corp Com | 0.03% | Reduce -5.0% | 9,266 | $259K | No quote | No quote |
| 81 | EMF | Templeton Emerging Markets | 0.03% | Add +0.2% | 14,572 | $247K | No quote | No quote |
| 82 | JEQ | Aberdeen Japan Equity Fund Inc | 0.03% | New | 36,650 | $239K | No quote | No quote |
| 83 | AUY | Yamana Gold Inc | 0.01% | Reduce -22.6% | 15,250 | $134K | No quote | No quote |
| 84 | PHYS | Sprott Physical Gold Trust | 0.01% | - | 12,000 | $128K | $10.67 | No quote |
| 102 | DEM | Wisdom Tree Emerging Markets E | - | Sold | 0 | $0 | No quote | No quote |
| 101 | WAG | Walgreen Co. | - | Sold | 0 | $0 | No quote | No quote |
| 100 | VOD | Vodafone | - | Sold | 0 | $0 | No quote | No quote |
| 99 | VLO | Valero Energy Corp | - | Sold | 0 | $0 | No quote | No quote |
| 98 | SLGLF | Silverado Gold Mines Ltd | 0.00% | - | 10,000 | $0 | No quote | No quote |
| 97 | SEAOF | SEACO Ltd. | 0.00% | - | 50,656 | $0 | No quote | No quote |
| 96 | PBCT | Peoples United Financial Inc | - | Sold | 0 | $0 | No quote | No quote |
| 95 | KMI | Kinder Morgan Inc | - | Sold | 0 | $0 | No quote | No quote |
| 94 | JEQ | Japan Equity Fd Inc Com | - | Sold | 0 | $0 | No quote | No quote |
| 93 | IWD | Ishares Tr - Russell 1000 Valu | - | Sold | 0 | $0 | No quote | No quote |
| 92 | KMP | inder Morgan Energy | - | Sold | 0 | $0 | No quote | No quote |
| 91 | CL | Colgate Palmolive | - | Sold | 0 | $0 | No quote | No quote |
| 90 | CLX | Clorox Co | - | Sold | 0 | $0 | No quote | No quote |
| 89 | CHL | China Mobile LTD | - | Sold | 0 | $0 | No quote | No quote |
| 88 | CAT | Caterpillar Inc | - | Sold | 0 | $0 | No quote | No quote |
| 87 | BP | BP PLC | - | Sold | 0 | $0 | No quote | No quote |
| 86 | ADP | Automatic Data Processing | - | Sold | 0 | $0 | No quote | No quote |
| 85 | ADVNA | Advanta Corp. | 0.00% | - | 10,000 | $0 | No quote | No quote |