Lafayette Investments

Latest statistics and disclosures from Lafayette Investments's latest quarterly 13F-HR filing:

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Positions held by Lafayette Investments consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lafayette Investments

Lafayette Investments holds 146 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 11.9 $56M -2% 123k 460.26
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Markel Corporation (MKL) 6.7 $32M 20k 1568.58
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Progressive Corporation (PGR) 5.0 $24M -2% 94k 253.76
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Meta Platforms Cl A (META) 3.3 $16M 28k 572.43
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Microsoft Corporation (MSFT) 3.2 $15M 36k 430.30
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Kla Corp Com New (KLAC) 3.2 $15M 20k 774.41
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Apple (AAPL) 2.9 $14M 58k 233.00
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Lowe's Companies (LOW) 2.7 $13M 47k 270.85
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Alphabet Cap Stk Cl C (GOOG) 2.5 $12M 71k 167.19
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Paychex (PAYX) 2.5 $12M 87k 134.19
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Jefferies Finl Group (JEF) 2.3 $11M 181k 61.55
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Lockheed Martin Corporation (LMT) 2.2 $10M 18k 584.57
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AutoZone (AZO) 2.2 $10M 3.3k 3150.04
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T. Rowe Price (TROW) 2.0 $9.4M 87k 108.93
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Norfolk Southern (NSC) 1.8 $8.5M 34k 248.50
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Johnson & Johnson (JNJ) 1.7 $7.8M 48k 162.06
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Diageo Spon Adr New (DEO) 1.6 $7.8M 56k 140.34
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Starbucks Corporation (SBUX) 1.5 $7.2M 74k 97.49
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Barrick Gold Corp (GOLD) 1.5 $6.9M 349k 19.89
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Pepsi (PEP) 1.4 $6.8M 40k 170.05
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Parker-Hannifin Corporation (PH) 1.4 $6.8M 11k 631.80
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Genuine Parts Company (GPC) 1.4 $6.8M 49k 139.68
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Charles Schwab Corporation (SCHW) 1.3 $6.3M 98k 64.81
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Lennox International (LII) 1.3 $6.1M -52% 10k 604.29
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Loews Corporation (L) 1.3 $6.0M 76k 79.05
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Costco Wholesale Corporation (COST) 1.2 $5.6M 6.3k 886.52
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Allegion Ord Shs (ALLE) 1.0 $4.7M 32k 145.74
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Coca-Cola Company (KO) 1.0 $4.7M 65k 71.86
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Accenture Plc Ireland Shs Class A (ACN) 1.0 $4.7M 13k 353.48
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Check Point Software Tech Lt Ord (CHKP) 1.0 $4.7M 24k 192.81
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Paycom Software (PAYC) 1.0 $4.6M +13% 28k 166.57
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Marsh & McLennan Companies (MMC) 0.9 $4.5M -8% 20k 223.09
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Paypal Holdings (PYPL) 0.9 $4.1M +2% 53k 78.03
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Exxon Mobil Corporation (XOM) 0.9 $4.1M 35k 117.22
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Nike CL B (NKE) 0.9 $4.1M +90% 46k 88.40
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Mohawk Industries (MHK) 0.9 $4.0M 25k 160.68
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Esab Corporation (ESAB) 0.8 $3.8M -4% 36k 106.31
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A. O. Smith Corporation (AOS) 0.8 $3.8M +4% 42k 89.83
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Graham Hldgs Com Cl B (GHC) 0.8 $3.7M 4.5k 821.79
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Walt Disney Company (DIS) 0.7 $3.5M 37k 96.19
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Corning Incorporated (GLW) 0.7 $3.3M 72k 45.15
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Arista Networks (ANET) 0.7 $3.2M -4% 8.2k 383.82
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Amazon (AMZN) 0.7 $3.1M +13% 17k 186.33
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Waters Corporation (WAT) 0.7 $3.1M 8.6k 359.89
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Madison Square Grdn Sprt Cor Cl A (MSGS) 0.7 $3.1M -2% 15k 208.26
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JPMorgan Chase & Co. (JPM) 0.6 $3.0M 14k 210.85
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Texas Instruments Incorporated (TXN) 0.5 $2.4M 12k 206.57
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Aon Shs Cl A (AON) 0.5 $2.3M 6.6k 345.99
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Bank of America Corporation (BAC) 0.5 $2.2M 56k 39.68
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Danaher Corporation (DHR) 0.5 $2.2M 7.9k 278.02
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Visa Com Cl A (V) 0.5 $2.1M +8% 7.8k 274.95
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Hasbro (HAS) 0.4 $2.1M 29k 72.32
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Chevron Corporation (CVX) 0.4 $2.0M 14k 147.27
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $1.9M +2% 4.9k 389.12
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McDonald's Corporation (MCD) 0.4 $1.9M +2% 6.2k 304.51
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Hershey Company (HSY) 0.4 $1.7M 9.0k 191.78
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Intel Corporation (INTC) 0.3 $1.4M 59k 23.46
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Cognizant Technology Solutio Cl A (CTSH) 0.3 $1.4M 18k 77.18
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Otis Worldwide Corp (OTIS) 0.3 $1.2M +9% 12k 103.94
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SEI Investments Company (SEIC) 0.2 $1.2M 17k 69.19
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Mettler-Toledo International (MTD) 0.2 $1.1M -11% 741.00 1499.70
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Verizon Communications (VZ) 0.2 $1.1M 24k 44.91
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Automatic Data Processing (ADP) 0.2 $1.0M -4% 3.7k 276.73
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Booking Holdings (BKNG) 0.2 $981k +100% 233.00 4212.12
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GSK Sponsored Adr (GSK) 0.2 $953k 23k 40.88
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Whirlpool Corporation (WHR) 0.2 $951k 8.9k 107.00
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Wells Fargo & Company (WFC) 0.2 $904k 16k 56.49
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Honeywell International (HON) 0.2 $814k 3.9k 206.71
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NVIDIA Corporation (NVDA) 0.2 $803k +15% 6.6k 121.44
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International Business Machines (IBM) 0.2 $792k 3.6k 221.08
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Merck & Co (MRK) 0.2 $785k 6.9k 113.56
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Adobe Systems Incorporated (ADBE) 0.2 $765k +32% 1.5k 517.78
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $761k +4% 1.3k 573.76
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Broadcom (AVGO) 0.2 $721k +963% 4.2k 172.50
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Walgreen Boots Alliance (WBA) 0.1 $676k 76k 8.96
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Trane Technologies SHS (TT) 0.1 $669k 1.7k 388.73
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General Dynamics Corporation (GD) 0.1 $667k 2.2k 302.20
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Fiserv (FI) 0.1 $647k -7% 3.6k 179.65
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $594k +18% 3.6k 165.85
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Schlumberger Com Stk (SLB) 0.1 $587k +7% 14k 41.95
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Pfizer (PFE) 0.1 $585k 20k 28.94
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Brown Forman Corp CL B (BF.B) 0.1 $576k +4% 12k 49.20
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Caterpillar (CAT) 0.1 $567k 1.5k 391.12
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Cable One (CABO) 0.1 $558k -4% 1.6k 349.79
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Raytheon Technologies Corp (RTX) 0.1 $542k 4.5k 121.16
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Thermo Fisher Scientific (TMO) 0.1 $513k 830.00 618.57
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Altria (MO) 0.1 $500k 9.8k 51.04
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Spdr Gold Tr Gold Shs (GLD) 0.1 $489k 2.0k 243.06
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Eaton Corp SHS (ETN) 0.1 $489k +103% 1.5k 331.44
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Novo-nordisk A S Adr (NVO) 0.1 $476k 4.0k 119.07
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Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $466k +3% 6.5k 71.76
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Vitesse Energy Common Stock (VTS) 0.1 $463k 19k 24.02
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Alerus Finl (ALRS) 0.1 $460k 20k 22.88
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Marriott Intl Cl A (MAR) 0.1 $443k +9% 1.8k 248.60
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Abbvie (ABBV) 0.1 $443k 2.2k 197.48
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $435k NEW 1.6k 280.47
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $431k +27% 517.00 833.25
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Eagle Ban (EGBN) 0.1 $413k -3% 18k 22.58
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UnitedHealth (UNH) 0.1 $409k -24% 700.00 584.68
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FedEx Corporation (FDX) 0.1 $396k 1.4k 273.68
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Procter & Gamble Company (PG) 0.1 $383k 2.2k 173.16
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General Motors Company (GM) 0.1 $382k -6% 8.5k 44.84
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At&t (T) 0.1 $374k -17% 17k 22.00
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American Express Company (AXP) 0.1 $359k -7% 1.3k 271.20
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Simon Property (SPG) 0.1 $359k 2.1k 169.02
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Domino's Pizza (DPZ) 0.1 $350k +2% 814.00 430.14
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $338k +4% 5.0k 67.85
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S&p Global (SPGI) 0.1 $337k 652.00 516.62
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Truist Financial Corp equities (TFC) 0.1 $336k 7.8k 42.77
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Zoetis Cl A (ZTS) 0.1 $335k +4% 1.7k 195.38
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FactSet Research Systems (FDS) 0.1 $335k +9% 729.00 459.85
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $322k +2% 610.00 527.68
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Allstate Corporation (ALL) 0.1 $320k 1.7k 189.65
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $313k 3.5k 88.27
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Haleon Spon Ads (HLN) 0.1 $308k 29k 10.58
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Home Depot (HD) 0.1 $306k 756.00 405.12
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AvalonBay Communities (AVB) 0.1 $304k 1.4k 225.25
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $302k +4% 5.1k 59.57
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Ge Healthcare Technologies I Common Stock (GEHC) 0.1 $299k -5% 3.2k 93.85
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Unilever Spon Adr New (UL) 0.1 $294k 4.5k 64.96
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Shell Spon Ads (SHEL) 0.1 $294k 4.5k 65.95
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Veralto Corp Com Shs (VLTO) 0.1 $291k 2.6k 111.86
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Fair Isaac Corporation (FICO) 0.1 $288k 148.00 1943.52
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $287k 1.0k 283.07
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Abbott Laboratories (ABT) 0.1 $271k 2.4k 114.01
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Mastercard Incorporated Cl A (MA) 0.1 $259k +4% 524.00 493.80
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Palo Alto Networks (PANW) 0.1 $256k 750.00 341.80
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Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.1 $247k 2.2k 114.97
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Fastenal Company (FAST) 0.1 $247k 3.5k 71.42
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Gilead Sciences (GILD) 0.1 $246k 2.9k 83.84
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Infosys Sponsored Adr (INFY) 0.0 $232k 10k 22.27
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Dow (DOW) 0.0 $232k 4.3k 54.63
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Lululemon Athletica (LULU) 0.0 $232k +15% 855.00 271.35
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Eli Lilly & Co. (LLY) 0.0 $230k -8% 260.00 885.94
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Oracle Corporation (ORCL) 0.0 $230k NEW 1.4k 170.40
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Emerson Electric (EMR) 0.0 $223k 2.0k 109.37
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Welltower Inc Com reit (WELL) 0.0 $218k NEW 1.7k 128.03
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Intuit (INTU) 0.0 $214k 344.00 621.00
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Sandy Spring Ban (SASR) 0.0 $212k -84% 6.7k 31.37
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $211k NEW 4.1k 51.50
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $203k NEW 2.4k 83.62
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First Virginia Community Bank (FVCB) 0.0 $159k 12k 13.05
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Ford Motor Company (F) 0.0 $125k -5% 12k 10.56
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Warner Bros Discovery Com Ser A (WBD) 0.0 $90k 11k 8.25
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Rani Therapeutics Hldgs Com Cl A (RANI) 0.0 $43k 20k 2.16
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Lineage Cell Therapeutics In (LCTX) 0.0 $12k 13k 0.91
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Past Filings by Lafayette Investments

SEC 13F filings are viewable for Lafayette Investments going back to 2011

View all past filings