Valley Forge Capital Management

VFCM

Annualized+18.64%
Alpha+5.32%
Total Return+411.87%
Start Date2017-02-14
Years Tracked9y 6m 8d
Top HoldingsTop 5
Latest Period2026-Q2Holdings
Max Drawdown40.60%
Recovery Period3m 18d
Sharpe Ratio0.78
Composite RankRank #26Full Ranking
SEC 13F

Simulated from public holdings data by tracking each institution's top five holdings each quarter. For reference only, not investment advice.

Performance

Annual Returns

Latest Holdings

Latest Period2026-Q2Filing Date2026-08-14