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Home > Institutional Investor > Valley Forge Asset Management, Llc > Profile

Instuitional Investor - Valley Forge Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Valley Forge Asset Management, Llc
Portfolio Value $644,632,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
General Electric Co
 GE 152,916.76,068,396 $22,828,000 3.54%
2.
Intel Corp
 INTC 589,729 $20,316,000 3.15%
3.
Pfizer Inc
 PFE 635,906.658 $19,476,000 3.02%
4.
Microsoft Corp
 MSFT 342,200 $18,985,000 2.94%
5.
Johnson & Johnson
 JNJ 177,535 $18,236,000 2.82%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)