Valley Forge Advisors

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
S&p Global 28.95 292209 156.31
Monster Beverage Corp Com stock 18.61 531249 55.25
Equifax (EFX) 6.32 94000 NEW 105.99
Visa (V) 5.47 82000 105.24
Intuit (INTU) 5.27 58500 142.14
MasterCard Incorporated (MA) 3.11 34750 141.21
Aspen Technology (AZPN) 1.26 31713 62.81

Past 13F-HR SEC Filings by Valley Forge Advisors

View All Filings