Institutions / Valley Forge Investment Consultants Inc Adv / Activity
Activity — Valley Forge Investment Consultants Inc Adv
67 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287614 | $3.51M | +28K +285.85% | 38,153 1.22% of portfolio | low |
| Q2 2026 as of | Add | 464287671 | $1.46M | +8K +85.28% | 16,875 0.82% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 | $1.36M | +14K +2.56% | 564,841 14.05% of portfolio | low |
| Q2 2026 as of | New | 46434V878 | $1.35M | +27K | 26,684 0.35% of portfolio | low |
| Q2 2026 as of | Add | 464287200 | $1.27M | +2K +0.90% | 188,749 36.40% of portfolio | low |
| Q2 2026 as of | Add | 464287663 | $939.6K | +9K +33.62% | 33,901 0.96% of portfolio | low |
| Q2 2026 as of | Add | 464287507 | $783.7K | +10K +2.99% | 350,159 6.95% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. | $-714.1K | -2K -27.17% | 5,356 0.49% of portfolio | low |
| Q2 2026 as of | Trim | 464287226 | $-685.4K | -7K -11.84% | 51,548 1.31% of portfolio | low |
| Q2 2026 as of | Add | 464287804 | $669.9K | +5K +2.60% | 178,556 6.82% of portfolio | low |
| Q2 2026 as of | Add | 808524839 | $658.3K | +28K +110.28% | 54,272 0.32% of portfolio | low |
| Q2 2026 as of | New | 25434V203 | $623.7K | +15K | 15,120 0.16% of portfolio | low |
| Q2 2026 as of | Add | 922908736 | $534.8K | +6K +512.29% | 7,421 0.16% of portfolio | low |
| Q2 2026 as of | Add | 922908629 | $490.4K | +6K +247.90% | 8,541 0.18% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp | $433.3K | +1K | 1,000 0.11% of portfolio | low |
| Q2 2026 as of | Exit | 78464A821 | $-406.9K | -4K -100.00% | — | low |
| Q2 2026 as of | New | Corning Inc /Ny | $406.4K | +2K | 1,591 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 | $-371.0K | -497 -35.25% | 913 0.18% of portfolio | low |
| Q2 2026 as of | New | iShares MSCI UAE ETF | $353.5K | +2K | 2,152 0.09% of portfolio | low |
| Q2 2026 as of | New | Caterpillar Inc | $323.0K | +303 | 303 0.08% of portfolio | low |
| Q2 2026 as of | Exit | 464285204 | $-302.1K | -4K -100.00% | — | low |
| Q2 2026 as of | Exit | Warren E. Buffett | $-283.0K | -563 -100.00% | — | low |
| Q2 2026 as of | Exit | 46432F859 | $-281.3K | -6K -100.00% | — | low |
| Q2 2026 as of | Trim | 46090E103 | $-257.7K | -350 -29.29% | 845 0.16% of portfolio | low |
| Q2 2026 as of | Add | 922908538 | $251.8K | +822 +43.19% | 2,725 0.21% of portfolio | low |
| Q2 2026 as of | Trim | 808524409 | $-249.2K | -7K -8.53% | 76,804 0.69% of portfolio | low |
| Q2 2026 as of | New | 922908769 | $219.9K | +594 | 594 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 808524607 | $-218.6K | -6K -3.05% | 192,486 1.79% of portfolio | low |
| Q2 2026 as of | New | Philip Morris International Inc. | $217.1K | +1K | 1,200 0.06% of portfolio | low |
| Q2 2026 as of | New | 003261104 | $213.6K | +10K | 9,560 0.06% of portfolio | low |
| Q2 2026 as of | Trim | 922907746 | $-201.4K | -4K -17.47% | 18,814 0.25% of portfolio | low |
| Q2 2026 as of | Add | 808524805 | $155.3K | +6K +1.72% | 332,069 2.37% of portfolio | low |
| Q2 2026 as of | Trim | 922908751 | $-140.7K | -464 -6.11% | 7,128 0.56% of portfolio | low |
| Q2 2026 as of | Add | 808524797 | $136.3K | +4K +3.07% | 144,318 1.18% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. | $-106.5K | -368 -6.54% | 5,262 0.39% of portfolio | low |
| Q2 2026 as of | Trim | 808524508 | $-104.9K | -3K -0.99% | 285,914 2.71% of portfolio | low |
| Q2 2026 as of | Add | 46429B689 | $103.0K | +1K +7.48% | 16,860 0.38% of portfolio | low |
| Q2 2026 as of | Trim | 921908844 | $-98.2K | -415 -4.32% | 9,197 0.56% of portfolio | low |
| Q2 2026 as of | Add | Microsoft Corp | $80.2K | +215 +20.57% | 1,260 0.12% of portfolio | low |
| Q2 2026 as of | Add | 808524862 | $76.4K | +3K +31.67% | 13,163 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Meta Platforms Inc | $-65.3K | -116 -21.25% | 430 0.06% of portfolio | low |
| Q2 2026 as of | Add | 808524201 | $53.4K | +2K +0.21% | 879,414 6.67% of portfolio | low |
| Q2 2026 as of | Trim | 808524102 | $-52.4K | -2K -0.55% | 324,549 2.42% of portfolio | low |
| Q2 2026 as of | New | INV Innventure, Inc. Common Stock | $50.7K | +10K | 10,000 0.01% of portfolio | low |
| Q2 2026 as of | Trim | Paychex Inc | $-45.2K | -460 -10.09% | 4,100 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 808524300 | $-41.9K | -1K -1.57% | 77,903 0.68% of portfolio | low |
| Q2 2026 as of | Add | 808524706 | $39.2K | +1K +6.76% | 17,061 0.16% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp | $26.4K | +132 +3.57% | 3,832 0.20% of portfolio | low |
| Q2 2026 as of | Trim | 921946406 | $-22.6K | -143 -1.70% | 8,262 0.34% of portfolio | low |
| Q2 2026 as of | New | 64082X203 | $20.6K | +10K | 10,000 <0.01% of portfolio | low |