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, EFX, V, and represent 90.36% of Valley Forge Advisors's stock portfolio.
- Added to shares of these 1 stocks: EFX (+$9.96M).
- Started 1 new stock positions in EFX.
- Reduced shares in these 1 stocks: NKE (-$7.38M).
- Sold out of its positions in NKE.
- Valley Forge Advisors was a net buyer of stock by $2.58M.
- Valley Forge Advisors has $157.75M in assets under management (AUM), growing by 12.18%.
Companies in the Valley Forge Advisors portfolio as of September 2017 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Moody's Corporation (MCO)||31.01||351415||139.21|
|Monster Beverage Corp Com stock||18.61||531249||55.25|
|MasterCard Incorporated (MA)||3.11||34750||141.21|
|Aspen Technology (AZPN)||1.26||31713||62.81|