Lafayette Investments
Latest statistics and disclosures from Lafayette Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MKL, PGR, KLAC, META, and represent 31.09% of Lafayette Investments's stock portfolio.
- Added to shares of these 10 stocks: NVO, ASML, FDS, CRM, OTIS, META, ACN, GM, PLTR, ADBE.
- Started 7 new stock positions in D, PLTR, CRM, CG, MSCI, GM, FTNT.
- Reduced shares in these 10 stocks: GLW, AZO, JNJ, ULTA, INTC, LLY, PG, WAT, ALLE, LMT.
- Sold out of its positions in INTC, LLY.
- Lafayette Investments was a net buyer of stock by $518k.
- Lafayette Investments has $522M in assets under management (AUM), dropping by 5.54%.
- Central Index Key (CIK): 0001308377
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Portfolio Holdings for Lafayette Investments
Lafayette Investments holds 156 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 | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 11.3 | $59M | 118k | 502.74 |
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| Markel Corporation (MKL) | 7.4 | $39M | 20k | 1911.36 |
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| Progressive Corporation (PGR) | 4.2 | $22M | 89k | 246.95 |
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| Kla Corp Com New (KLAC) | 4.2 | $22M | 20k | 1078.60 |
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| Meta Platforms Cl A (META) | 4.0 | $21M | 29k | 734.38 |
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| Microsoft Corporation (MSFT) | 3.6 | $19M | 36k | 517.95 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $18M | 73k | 243.55 |
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| Apple (AAPL) | 2.8 | $15M | 58k | 254.63 |
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| AutoZone (AZO) | 2.4 | $12M | -9% | 2.9k | 4290.24 |
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| Lowe's Companies (LOW) | 2.2 | $11M | 45k | 251.31 |
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| Paychex (PAYX) | 2.2 | $11M | 89k | 126.76 |
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| Barrick Mng Corp Com Shs (B) | 2.1 | $11M | 330k | 32.77 |
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| Norfolk Southern (NSC) | 1.9 | $10M | 34k | 300.41 |
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| Charles Schwab Corporation (SCHW) | 1.8 | $9.2M | 96k | 95.47 |
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| Jefferies Finl Group (JEF) | 1.7 | $9.0M | 138k | 65.42 |
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| T. Rowe Price (TROW) | 1.7 | $8.8M | 86k | 102.64 |
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| Johnson & Johnson (JNJ) | 1.6 | $8.4M | -5% | 45k | 185.42 |
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| Loews Corporation (L) | 1.4 | $7.4M | 73k | 100.39 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $6.8M | 14k | 499.22 |
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| Pepsi (PEP) | 1.3 | $6.8M | 48k | 140.44 |
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| Genuine Parts Company (GPC) | 1.3 | $6.6M | 47k | 138.60 |
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| Paycom Software (PAYC) | 1.2 | $6.2M | +2% | 30k | 208.14 |
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| Costco Wholesale Corporation (COST) | 1.1 | $5.6M | +3% | 6.1k | 925.63 |
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| Starbucks Corporation (SBUX) | 1.0 | $5.4M | 64k | 84.60 |
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| Diageo Spon Adr New (DEO) | 1.0 | $5.4M | 56k | 95.43 |
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| Graham Hldgs Com Cl B (GHC) | 1.0 | $5.1M | 4.3k | 1177.44 |
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| Allegion Ord Shs (ALLE) | 1.0 | $5.1M | -2% | 29k | 177.35 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $5.0M | 16k | 315.44 |
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| Lennox International (LII) | 0.9 | $5.0M | 9.4k | 529.36 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $4.7M | 6.2k | 758.17 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $4.7M | 41k | 112.75 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.9 | $4.6M | 22k | 206.91 |
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| Amazon (AMZN) | 0.9 | $4.5M | +2% | 21k | 219.57 |
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| Arista Networks Com Shs (ANET) | 0.8 | $4.3M | 30k | 145.71 |
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| Paypal Holdings (PYPL) | 0.8 | $4.2M | +4% | 63k | 67.06 |
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| Coca-Cola Company (KO) | 0.8 | $4.2M | 64k | 66.32 |
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| Walt Disney Company (DIS) | 0.8 | $4.0M | 35k | 114.50 |
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| Marsh & McLennan Companies (MMC) | 0.8 | $3.9M | 20k | 201.53 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $3.8M | +44% | 69k | 55.49 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $3.8M | +7% | 16k | 246.60 |
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| Esab Corporation (ESAB) | 0.7 | $3.8M | 34k | 111.74 |
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| A. O. Smith Corporation (AOS) | 0.7 | $3.8M | 52k | 73.41 |
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| Corning Incorporated (GLW) | 0.6 | $3.3M | -37% | 41k | 82.03 |
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| Mohawk Industries (MHK) | 0.6 | $3.2M | 25k | 128.92 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $3.2M | 18k | 183.73 |
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| Nike CL B (NKE) | 0.6 | $3.2M | 46k | 69.73 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.6 | $3.1M | 14k | 227.00 |
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| Visa Com Cl A (V) | 0.6 | $2.9M | +5% | 8.6k | 341.38 |
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| Bank of America Corporation (BAC) | 0.5 | $2.8M | 54k | 51.59 |
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| Aon Shs Cl A (AON) | 0.5 | $2.4M | 6.6k | 356.58 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $2.3M | +63% | 2.4k | 968.09 |
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| Waters Corporation (WAT) | 0.4 | $2.2M | -7% | 7.3k | 299.81 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $2.1M | +12% | 5.9k | 352.75 |
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| Hasbro (HAS) | 0.4 | $2.0M | -3% | 27k | 75.85 |
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| Broadcom (AVGO) | 0.4 | $2.0M | 6.0k | 329.91 |
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| Chevron Corporation (CVX) | 0.4 | $2.0M | 13k | 155.29 |
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| McDonald's Corporation (MCD) | 0.3 | $1.8M | -4% | 6.0k | 303.91 |
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| Danaher Corporation (DHR) | 0.3 | $1.6M | -2% | 8.2k | 198.26 |
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| Hershey Company (HSY) | 0.3 | $1.6M | 8.7k | 187.04 |
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| Otis Worldwide Corp (OTIS) | 0.3 | $1.6M | +27% | 17k | 91.43 |
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| SEI Investments Company (SEIC) | 0.2 | $1.3M | 15k | 84.85 |
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| Booking Holdings (BKNG) | 0.2 | $1.3M | 239.00 | 5399.27 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.2M | +2% | 6.6k | 186.58 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.2M | 15k | 83.82 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.1M | 17k | 67.07 |
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| Automatic Data Processing (ADP) | 0.2 | $1.1M | 3.8k | 293.50 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.1M | 2.3k | 490.38 |
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| International Business Machines (IBM) | 0.2 | $1.1M | 3.8k | 282.16 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.0M | 23k | 43.16 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $999k | 1.5k | 666.18 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $972k | -33% | 1.8k | 546.75 |
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| FactSet Research Systems (FDS) | 0.2 | $928k | +255% | 3.2k | 286.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $921k | -7% | 3.8k | 243.10 |
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| Eaton Corp SHS (ETN) | 0.2 | $919k | +6% | 2.5k | 374.25 |
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| Uber Technologies (UBER) | 0.2 | $883k | +2% | 9.0k | 97.97 |
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| Caterpillar (CAT) | 0.2 | $828k | 1.7k | 477.07 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $825k | 4.9k | 167.33 |
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| Merck & Co (MRK) | 0.2 | $817k | -6% | 9.7k | 83.93 |
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| Verizon Communications (VZ) | 0.1 | $774k | 18k | 43.95 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $754k | 1.00 | 754200.00 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $744k | 2.1k | 355.47 |
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| Palo Alto Networks (PANW) | 0.1 | $729k | +30% | 3.6k | 203.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $727k | 3.8k | 189.70 |
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| Trane Technologies SHS (TT) | 0.1 | $727k | 1.7k | 421.96 |
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| Honeywell International (HON) | 0.1 | $724k | +4% | 3.4k | 210.50 |
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| Whirlpool Corporation (WHR) | 0.1 | $691k | 8.8k | 78.60 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $672k | 2.0k | 328.11 |
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| General Dynamics Corporation (GD) | 0.1 | $671k | -4% | 2.0k | 341.00 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $625k | 24k | 26.30 |
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| Altria (MO) | 0.1 | $607k | 9.2k | 66.06 |
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| Zoetis Cl A (ZTS) | 0.1 | $568k | +11% | 3.9k | 146.32 |
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| Capital One Financial (COF) | 0.1 | $562k | +8% | 2.6k | 212.58 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $561k | +2% | 2.5k | 222.91 |
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| Schlumberger Com Stk (SLB) | 0.1 | $550k | 16k | 34.37 |
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| Pfizer (PFE) | 0.1 | $519k | 20k | 25.48 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $518k | +23% | 5.8k | 89.57 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $484k | 3.9k | 123.75 |
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| Marriott Intl Cl A (MAR) | 0.1 | $482k | 1.9k | 260.44 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $472k | +68% | 3.9k | 121.42 |
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| Qualcomm (QCOM) | 0.1 | $465k | 2.8k | 166.36 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $454k | 935.00 | 485.02 |
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| S&p Global (SPGI) | 0.1 | $453k | +11% | 931.00 | 486.71 |
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| Abbvie (ABBV) | 0.1 | $449k | -9% | 1.9k | 231.54 |
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| Alerus Finl (ALRS) | 0.1 | $445k | 20k | 22.14 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $444k | 17k | 26.34 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $420k | 3.9k | 106.61 |
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| Domino's Pizza (DPZ) | 0.1 | $412k | +2% | 955.00 | 431.71 |
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| Abbott Laboratories (ABT) | 0.1 | $411k | +19% | 3.1k | 133.94 |
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| Vitesse Energy Common Stock (VTS) | 0.1 | $410k | -3% | 18k | 23.23 |
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| Oracle Corporation (ORCL) | 0.1 | $394k | +9% | 1.4k | 281.24 |
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| salesforce (CRM) | 0.1 | $394k | NEW | 1.7k | 237.00 |
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| Mettler-Toledo International (MTD) | 0.1 | $390k | 318.00 | 1227.61 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $386k | 630.00 | 612.43 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $384k | -2% | 12k | 31.16 |
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| FedEx Corporation (FDX) | 0.1 | $382k | 1.6k | 235.81 |
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| Simon Property (SPG) | 0.1 | $380k | 2.0k | 187.67 |
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| Intuit (INTU) | 0.1 | $375k | +9% | 549.00 | 682.91 |
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| Allstate Corporation (ALL) | 0.1 | $362k | 1.7k | 214.65 |
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| Axon Enterprise (AXON) | 0.1 | $359k | 500.00 | 717.64 |
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| Procter & Gamble Company (PG) | 0.1 | $348k | -35% | 2.3k | 153.62 |
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| American Express Company (AXP) | 0.1 | $347k | -3% | 1.0k | 332.16 |
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| Fastenal Company (FAST) | 0.1 | $339k | 6.9k | 49.04 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $331k | 581.00 | 568.81 |
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| Netflix (NFLX) | 0.1 | $330k | 275.00 | 1198.92 |
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| At&t (T) | 0.1 | $327k | 12k | 28.24 |
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| Eagle Ban (EGBN) | 0.1 | $324k | -3% | 16k | 20.22 |
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| UnitedHealth (UNH) | 0.1 | $317k | 918.00 | 345.30 |
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| Welltower Inc Com reit (WELL) | 0.1 | $303k | 1.7k | 178.14 |
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| Shell Spon Ads (SHEL) | 0.1 | $294k | 4.1k | 71.53 |
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| Home Depot (HD) | 0.1 | $287k | 708.00 | 405.27 |
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| Unilever Spon Adr New (UL) | 0.1 | $268k | 4.5k | 59.28 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $268k | -2% | 9.6k | 27.90 |
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| Truist Financial Corp equities (TFC) | 0.1 | $262k | 5.7k | 45.72 |
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| Haleon Spon Ads (HLN) | 0.0 | $261k | 29k | 8.97 |
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| AvalonBay Communities (AVB) | 0.0 | $261k | 1.4k | 193.17 |
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| Kinder Morgan (KMI) | 0.0 | $254k | 9.0k | 28.31 |
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| Atlantic Union B (AUB) | 0.0 | $250k | 7.1k | 35.29 |
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| Lululemon Athletica (LULU) | 0.0 | $245k | +16% | 1.4k | 177.93 |
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| General Motors Company (GM) | 0.0 | $244k | NEW | 4.0k | 60.97 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $242k | NEW | 1.3k | 182.42 |
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| Blackrock (BLK) | 0.0 | $232k | 199.00 | 1165.87 |
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| Cisco Systems (CSCO) | 0.0 | $232k | 3.4k | 68.42 |
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| Msci (MSCI) | 0.0 | $227k | NEW | 400.00 | 567.41 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $223k | 2.4k | 93.37 |
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| Philip Morris International (PM) | 0.0 | $223k | 1.4k | 162.20 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $218k | 5.1k | 42.96 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $218k | 2.2k | 101.31 |
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| Emerson Electric (EMR) | 0.0 | $215k | 1.6k | 131.18 |
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| Brown Forman Corp CL B (BF.B) | 0.0 | $215k | 7.9k | 27.08 |
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| Fiserv (FI) | 0.0 | $202k | -31% | 1.6k | 128.93 |
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| Dominion Resources (D) | 0.0 | $201k | NEW | 3.3k | 61.17 |
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| Carlyle Group (CG) | 0.0 | $201k | NEW | 3.2k | 62.70 |
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| Fortinet (FTNT) | 0.0 | $200k | NEW | 2.4k | 84.08 |
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| First Virginia Community Bank (FVCB) | 0.0 | $158k | 12k | 12.97 |
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| Lineage Cell Therapeutics In (LCTX) | 0.0 | $22k | 13k | 1.69 |
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| Rani Therapeutics Hldgs Com Cl A (RANI) | 0.0 | $9.9k | 20k | 0.50 |
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Past Filings by Lafayette Investments
SEC 13F filings are viewable for Lafayette Investments going back to 2011
- Lafayette Investments 2025 Q3 filed Nov. 6, 2025
- Lafayette Investments 2025 Q2 filed July 30, 2025
- Lafayette Investments 2025 Q1 filed April 24, 2025
- Lafayette Investments 2024 Q3 restated filed Feb. 13, 2025
- Lafayette Investments 2024 Q4 filed Feb. 13, 2025
- Lafayette Investments 2024 Q3 filed Oct. 22, 2024
- Lafayette Investments 2024 Q2 filed July 31, 2024
- Lafayette Investments 2024 Q1 filed May 9, 2024
- Lafayette Investments 2023 Q4 filed Jan. 31, 2024
- Lafayette Investments 2023 Q3 filed Oct. 27, 2023
- Lafayette Investments 2023 Q2 filed July 24, 2023
- Lafayette Investments 2023 Q1 filed April 20, 2023
- Lafayette Investments 2022 Q4 filed Jan. 24, 2023
- Lafayette Investments 2022 Q3 filed Oct. 28, 2022
- Lafayette Investments 2022 Q2 filed July 27, 2022
- Lafayette Investments 2022 Q1 filed May 11, 2022