Valley Forge Capital Management as of Sept. 30, 2025
Portfolio Holdings for Valley Forge Capital Management
Valley Forge Capital Management holds 9 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 27.7 | $1.1B | 768k | 1496.53 | |
| S&p Global (SPGI) | 20.5 | $854M | 1.8M | 486.71 | |
| Mastercard Incorporated Cl A (MA) | 20.3 | $845M | 1.5M | 568.81 | |
| Moody's Corporation (MCO) | 15.1 | $626M | 1.3M | 476.48 | |
| Visa Com Cl A (V) | 7.5 | $311M | 912k | 341.38 | |
| Intuit (INTU) | 4.3 | $178M | 261k | 682.91 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.9 | $122M | 126k | 968.09 | |
| Equifax (EFX) | 0.9 | $37M | 144k | 256.53 | |
| Msci (MSCI) | 0.8 | $34M | 60k | 567.41 |
