Latest statistics and disclosures from Valley Forge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MCO, S&p Global, Monster Beverage Corp Com stock, V, NKE, and represent 90.22% of Valley Forge Advisors's stock portfolio.
- Added to shares of these 1 stocks: Monster Beverage Corp Com stock.
- Valley Forge Advisors was a net buyer of stock by $2.98M.
- Valley Forge Advisors has $128.48M in assets under management (AUM), growing by 17.22%.
Valley Forge Advisors portfolio companies for March 2017 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Price||Last Trade|
|Moody's Corporation (MCO)||30.64||351415||112.04||118.94|
|Monster Beverage Corp Com stock||18.75||521745 +14.00%||46.17||0.00|
|MasterCard Incorporated (MA)||3.04||34750||112.46||123.10|
|Aspen Technology (AZPN)||1.45||31713||58.93||55.91|