Valley Forge Capital Management
Valley Forge Capital Management
| Stock 9 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 F FICO Fair Isaac & Co. | 29.49% | $1.30B | 769,424 | $1,690.62 | Add 0.13% | $1,090 $995.00 $2,206 | -35.54% |
 S SPGI S&P Global, Inc. | 20.83% | $918.81M | 1,758,179 | $522.59 | Add 0.18% | $431.16 $389.85 $560.76 | -17.50% |
 M MA MASTERCARD INCORPORATED | 19.25% | $849.13M | 1,487,409 | $570.88 | Add 0.18% | $493.44 $477.16 $597.27 | -13.57% |
 M MCO MOODYS CORP | 15.25% | $672.94M | 1,317,292 | $510.85 | Add 0.24% | $440.79 $393.59 $538.45 | -13.71% |
 V V Visa | 7.29% | $321.39M | 916,410 | $350.71 | Add 0.48% | $300.80 $295.52 $371.15 | -14.23% |
 I INTU Intuit | 3.32% | $146.55M | 221,236 | $662.42 | Reduce 15.27% | $422.48 $358.71 $804.44 | -36.22% |
 A ASML ASML HOLDING N V | 3.06% | $135.06M | 126,242 | $1,069.86 | Add 0.49% | $1,317 $590.20 $1,527 | +23.12% |
 M MSCI MSCI Inc. | 0.79% | $34.87M | 60,770 | $573.72 | Add 1.79% | $544.78 $499.82 $622.30 | -5.04% |
 E EFX EQUIFAX INC | 0.72% | $31.75M | 146,352 | $216.98 | Add 1.63% | $182.39 $169.50 $278.03 | -15.94% |
News about Valley Forge Capital Management's top holdings
Frequently Asked Questions
What stocks does Valley Forge Capital Management own in 2026?
As of Q1 2026, Valley Forge Capital Management's Valley Forge Capital Management holds 9 stocks worth $4.41B. The largest position is FICO. Data from SEC 13F filing dated 2026-02-17 00:00:00.000Z.
What did Valley Forge Capital Management buy and sell recently?
View the Activity tab above to see which positions Valley Forge Capital Management added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Valley Forge Capital Management's top stock holding?
The largest position is FICO. Valley Forge Capital Management's Valley Forge Capital Management holds 9 total positions worth $4.41B. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Valley Forge Capital Management invest in?
Valley Forge Capital Management's portfolio of 9 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Financial Services sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Valley Forge Capital Management's investment strategy?
Valley Forge Capital Management manages Valley Forge Capital Management using a value investment approach. The portfolio currently holds 9 positions with total assets of $4.41B. The portfolio is most concentrated in the Financial Services sector.
What is Valley Forge Capital Management's portfolio worth in 2026?
Valley Forge Capital Management's Valley Forge Capital Management manages $4.41B in disclosed 13F holdings across 9 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Valley Forge Capital Management update portfolio holdings?
Valley Forge Capital Management's Valley Forge Capital Management files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-17 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Valley Forge Capital Management's portfolio changes over time?
Use the Activity tab to compare Valley Forge Capital Management's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Valley Forge Capital Management's SEC 13F filings.