Valley Forge Advisors

Latest statistics and disclosures from Valley Forge Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are S&p Global, FICO, MCO, V, MA, and represent 90.52% of Valley Forge Capital Management's stock portfolio.
  • Added to shares of these 3 stocks: MA (+$21.93M), S&p Global, FICO.
  • Valley Forge Capital Management was a net buyer of stock by $28.21M.
  • Valley Forge Capital Management has $472.17M in assets under management (AUM), dropping by -8.23%.

Portfolio Holdings for Valley Forge Capital Management

Companies in the Valley Forge Capital Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
S&p Global 22.73 437960 +3% 245.05
Fair Isaac Corporation (FICO) 22.17 340278 +2% 307.69
Moody's Corporation (MCO) 20.15 449915 211.50
Visa (V) 16.48 482922 161.12
MasterCard Incorporated (MA) 8.99 175650 +107% 241.56
Intuit (INTU) 4.61 94641 230.00
Autodesk (ADSK) 3.57 108050 156.10
Aspen Technology (AZPN) 0.88 43813 95.06
Amazon (AMZN) 0.41 1000 1950.00

Past Filings by Valley Forge Capital Management

View past SEC 13F filings by Valley Forge Capital Management

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