Dev Kantesaria – Valley Forge Capital Management Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Valley Forge Capital Management portfolio managed by Dev Kantesaria was diversified across 4 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Financial Services sector represents the largest share at 61.3% of total portfolio value, followed by Technology and ETF and Industrials. Together, the top three sectors account for 99.2% of the portfolio, reflecting Dev Kantesaria's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.