Lafayette Investments
Latest statistics and disclosures from Lafayette Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, MKL, KLAC, GOOG, PGR, and represent 31.99% of Lafayette Investments's stock portfolio.
- Added to shares of these 10 stocks: AKRE, CMG, BF.B, AMZN, PAYC, BRK.B, MKL, VEA, FDS, NFLX.
- Started 7 new stock positions in LLY, WMT, CMG, VEA, UL, MS, AKRE.
- Reduced shares in these 10 stocks: DEO, KLAC, COST, ALLE, GOOG, PH, AZO, ANET, AXON, LOW.
- Sold out of its positions in AXON, CG, D, EMR, FI, PLTR, Unilever.
- Lafayette Investments was a net buyer of stock by $1.3M.
- Lafayette Investments has $529M in assets under management (AUM), dropping by 1.32%.
- 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 December 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 | $60M | 119k | 502.65 |
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| Markel Corporation (MKL) | 8.3 | $44M | 20k | 2149.65 |
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| Kla Corp Com New (KLAC) | 4.4 | $23M | -5% | 19k | 1215.09 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $22M | -2% | 71k | 313.80 |
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| Progressive Corporation (PGR) | 3.8 | $20M | 89k | 227.72 |
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| Meta Platforms Cl A (META) | 3.6 | $19M | 29k | 660.09 |
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| Microsoft Corporation (MSFT) | 3.3 | $18M | 37k | 483.62 |
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| Apple (AAPL) | 3.0 | $16M | 58k | 271.86 |
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| Barrick Mng Corp Com Shs (B) | 2.7 | $14M | 329k | 43.55 |
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| Lowe's Companies (LOW) | 2.0 | $11M | -2% | 44k | 241.16 |
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| Paychex (PAYX) | 1.9 | $10M | 89k | 112.18 |
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| Norfolk Southern (NSC) | 1.8 | $9.7M | 33k | 288.72 |
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| Charles Schwab Corporation (SCHW) | 1.8 | $9.6M | 96k | 99.91 |
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| AutoZone (AZO) | 1.8 | $9.3M | -4% | 2.7k | 3391.50 |
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| Johnson & Johnson (JNJ) | 1.7 | $9.2M | 45k | 206.95 |
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| T. Rowe Price (TROW) | 1.6 | $8.7M | 85k | 102.38 |
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| Jefferies Finl Group (JEF) | 1.6 | $8.5M | 138k | 61.97 |
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| Loews Corporation (L) | 1.5 | $7.7M | 73k | 105.31 |
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| Pepsi (PEP) | 1.3 | $6.7M | -2% | 47k | 143.52 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $6.6M | 14k | 483.66 |
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| Genuine Parts Company (GPC) | 1.1 | $5.7M | -2% | 46k | 122.96 |
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| Starbucks Corporation (SBUX) | 1.0 | $5.4M | 64k | 84.21 |
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| Amazon (AMZN) | 1.0 | $5.2M | +10% | 23k | 230.82 |
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| Paycom Software (PAYC) | 1.0 | $5.2M | +10% | 33k | 159.36 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $5.1M | 16k | 322.23 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $4.9M | 41k | 120.34 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $4.9M | -10% | 5.6k | 878.99 |
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| Graham Hldgs Com Cl B (GHC) | 0.9 | $4.7M | 4.3k | 1098.73 |
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| Lennox International (LII) | 0.8 | $4.5M | 9.2k | 485.58 |
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| Coca-Cola Company (KO) | 0.8 | $4.4M | 64k | 69.91 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $4.2M | +2% | 16k | 268.30 |
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| Costco Wholesale Corporation (COST) | 0.8 | $4.2M | -19% | 4.9k | 862.34 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.8 | $4.1M | 22k | 185.56 |
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| Walt Disney Company (DIS) | 0.7 | $4.0M | 35k | 113.77 |
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| Allegion Ord Shs (ALLE) | 0.7 | $3.8M | -15% | 24k | 159.22 |
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| Esab Corporation (ESAB) | 0.7 | $3.8M | 34k | 111.72 |
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| Paypal Holdings (PYPL) | 0.7 | $3.8M | +2% | 65k | 58.38 |
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| Marsh & McLennan Companies | 0.7 | $3.6M | 19k | 185.52 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $3.5M | 69k | 50.88 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.7 | $3.5M | 14k | 258.65 |
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| Arista Networks Com Shs (ANET) | 0.7 | $3.5M | -10% | 27k | 131.03 |
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| Corning Incorporated (GLW) | 0.6 | $3.3M | -7% | 38k | 87.56 |
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| A. O. Smith Corporation (AOS) | 0.6 | $3.2M | -6% | 48k | 66.88 |
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| Diageo Spon Adr New (DEO) | 0.6 | $3.2M | -35% | 37k | 86.27 |
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| Visa Com Cl A (V) | 0.6 | $3.0M | 8.7k | 350.71 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $2.9M | -2% | 17k | 173.49 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.6 | $2.9M | NEW | 45k | 65.51 |
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| Bank of America Corporation (BAC) | 0.5 | $2.8M | -7% | 50k | 55.00 |
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| Nike CL B (NKE) | 0.5 | $2.8M | -4% | 43k | 63.71 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $2.8M | NEW | 74k | 37.00 |
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| Mohawk Industries (MHK) | 0.5 | $2.7M | 25k | 109.30 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $2.6M | +3% | 2.5k | 1069.86 |
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| Waters Corporation (WAT) | 0.5 | $2.6M | -6% | 6.8k | 379.83 |
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| Aon Shs Cl A (AON) | 0.4 | $2.4M | 6.7k | 352.88 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $2.3M | +9% | 6.5k | 349.99 |
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| Hasbro (HAS) | 0.4 | $2.2M | 27k | 82.00 |
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| Broadcom (AVGO) | 0.4 | $2.2M | +5% | 6.3k | 346.10 |
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| Chevron Corporation (CVX) | 0.4 | $1.9M | 13k | 152.41 |
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| Danaher Corporation (DHR) | 0.3 | $1.8M | -6% | 7.7k | 228.92 |
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| McDonald's Corporation (MCD) | 0.3 | $1.7M | -4% | 5.7k | 305.65 |
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| Brown Forman Corp CL B (BF.B) | 0.3 | $1.6M | +688% | 62k | 26.06 |
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| Hershey Company (HSY) | 0.3 | $1.5M | -5% | 8.3k | 181.97 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $1.4M | -2% | 17k | 83.00 |
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| Booking Holdings (BKNG) | 0.3 | $1.4M | +6% | 254.00 | 5355.33 |
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| Otis Worldwide Corp (OTIS) | 0.3 | $1.4M | -8% | 16k | 87.35 |
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| FactSet Research Systems (FDS) | 0.2 | $1.3M | +38% | 4.5k | 290.19 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.3M | +4% | 6.9k | 186.50 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.3M | -6% | 14k | 93.20 |
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| SEI Investments Company (SEIC) | 0.2 | $1.3M | 15k | 82.02 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.2M | +13% | 2.6k | 468.76 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.2M | 3.8k | 313.00 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.1M | 23k | 49.04 |
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| International Business Machines (IBM) | 0.2 | $1.1M | 3.8k | 296.21 |
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| Merck & Co (MRK) | 0.2 | $1.0M | 9.7k | 105.26 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.0M | 1.5k | 681.92 |
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| Caterpillar (CAT) | 0.2 | $994k | 1.7k | 572.78 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $951k | -11% | 1.6k | 605.01 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $905k | 4.9k | 183.40 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $876k | +19% | 4.6k | 191.56 |
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| Verizon Communications (VZ) | 0.2 | $870k | +21% | 21k | 40.73 |
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| Uber Technologies (UBER) | 0.2 | $845k | +14% | 10k | 81.71 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $829k | 2.1k | 396.31 |
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| Palo Alto Networks (PANW) | 0.1 | $789k | +19% | 4.3k | 184.20 |
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| Eaton Corp SHS (ETN) | 0.1 | $782k | 2.5k | 318.51 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $778k | +13% | 2.3k | 335.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 |
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| Automatic Data Processing (ADP) | 0.1 | $744k | -24% | 2.9k | 257.23 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $708k | +34% | 5.2k | 135.72 |
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| Honeywell International (HON) | 0.1 | $671k | 3.4k | 195.09 |
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| Trane Technologies SHS (TT) | 0.1 | $670k | 1.7k | 389.20 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $646k | 24k | 27.21 |
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| Capital One Financial (COF) | 0.1 | $640k | 2.6k | 242.36 |
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| Whirlpool Corporation (WHR) | 0.1 | $617k | -2% | 8.5k | 72.14 |
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| General Dynamics Corporation (GD) | 0.1 | $612k | -7% | 1.8k | 336.66 |
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| S&p Global (SPGI) | 0.1 | $583k | +19% | 1.1k | 522.59 |
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| Zoetis Cl A (ZTS) | 0.1 | $576k | +17% | 4.6k | 125.82 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $550k | +4% | 6.0k | 91.44 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $541k | +3% | 2.6k | 207.28 |
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| Altria (MO) | 0.1 | $530k | 9.2k | 57.66 |
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| Pfizer (PFE) | 0.1 | $503k | 20k | 24.90 |
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| SLB Com Stk (SLB) | 0.1 | $499k | -18% | 13k | 38.38 |
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| salesforce (CRM) | 0.1 | $498k | +13% | 1.9k | 264.91 |
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| Qualcomm (QCOM) | 0.1 | $495k | +3% | 2.9k | 171.05 |
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| Alerus Finl (ALRS) | 0.1 | $493k | +8% | 22k | 22.52 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $484k | -10% | 835.00 | 579.45 |
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| FedEx Corporation (FDX) | 0.1 | $468k | 1.6k | 288.86 |
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| Intuit (INTU) | 0.1 | $462k | +27% | 698.00 | 662.42 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $459k | 3.9k | 117.21 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $453k | 17k | 26.91 |
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| Domino's Pizza (DPZ) | 0.1 | $432k | +8% | 1.0k | 416.82 |
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| Mettler-Toledo International (MTD) | 0.1 | $429k | -3% | 308.00 | 1394.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $405k | NEW | 6.5k | 62.47 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $395k | 630.00 | 627.20 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $389k | 3.9k | 99.78 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $388k | 12k | 31.51 |
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| Abbvie (ABBV) | 0.1 | $386k | -12% | 1.7k | 228.49 |
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| Marriott Intl Cl A (MAR) | 0.1 | $383k | -33% | 1.2k | 310.24 |
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| At&t (T) | 0.1 | $368k | +28% | 15k | 24.84 |
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| American Express Company (AXP) | 0.1 | $360k | -6% | 974.00 | 369.95 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $359k | +8% | 628.00 | 570.88 |
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| Netflix (NFLX) | 0.1 | $355k | +1274% | 3.8k | 93.76 |
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| Allstate Corporation (ALL) | 0.1 | $351k | 1.7k | 208.15 |
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| Eagle Ban (EGBN) | 0.1 | $343k | 16k | 21.42 |
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| Vitesse Energy Common Stock (VTS) | 0.1 | $337k | 18k | 19.26 |
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| Morgan Stanley Com New (MS) | 0.1 | $328k | NEW | 1.8k | 177.53 |
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| Atlantic Union B (AUB) | 0.1 | $323k | +28% | 9.1k | 35.30 |
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| Abbott Laboratories (ABT) | 0.1 | $322k | -16% | 2.6k | 125.29 |
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| Simon Property (SPG) | 0.1 | $319k | -14% | 1.7k | 185.11 |
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| Welltower Inc Com reit (WELL) | 0.1 | $315k | 1.7k | 185.61 |
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| UnitedHealth (UNH) | 0.1 | $303k | 918.00 | 330.11 |
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| Shell Spon Ads (SHEL) | 0.1 | $302k | 4.1k | 73.48 |
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| Lululemon Athletica (LULU) | 0.1 | $297k | +3% | 1.4k | 207.81 |
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| Haleon Spon Ads (HLN) | 0.1 | $294k | 29k | 10.11 |
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| General Motors Company (GM) | 0.1 | $285k | -12% | 3.5k | 81.32 |
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| Truist Financial Corp equities (TFC) | 0.1 | $282k | 5.7k | 49.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $278k | NEW | 2.5k | 111.41 |
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| Fastenal Company (FAST) | 0.1 | $277k | 6.9k | 40.13 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $273k | 9.6k | 28.48 |
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| Fortinet (FTNT) | 0.1 | $270k | +42% | 3.4k | 79.41 |
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| Unilever Spon Adr New (UL) | 0.0 | $263k | NEW | 4.0k | 65.40 |
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| Cisco Systems (CSCO) | 0.0 | $261k | 3.4k | 77.04 |
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| Msci (MSCI) | 0.0 | $255k | +11% | 445.00 | 573.73 |
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| Eli Lilly & Co. (LLY) | 0.0 | $255k | NEW | 237.00 | 1074.68 |
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| Kinder Morgan (KMI) | 0.0 | $247k | 9.0k | 27.49 |
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| AvalonBay Communities (AVB) | 0.0 | $245k | 1.4k | 181.31 |
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| Home Depot (HD) | 0.0 | $244k | 709.00 | 343.99 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $230k | 2.4k | 96.02 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $230k | 5.1k | 45.21 |
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| Procter & Gamble Company (PG) | 0.0 | $218k | -32% | 1.5k | 143.29 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $217k | 2.2k | 100.80 |
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| Oracle Corporation (ORCL) | 0.0 | $214k | -21% | 1.1k | 194.91 |
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| Blackrock (BLK) | 0.0 | $213k | 199.00 | 1070.34 |
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| Philip Morris International (PM) | 0.0 | $212k | -3% | 1.3k | 160.40 |
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| First Virginia Community Bank (FVCB) | 0.0 | $170k | 12k | 13.91 |
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| Rani Therapeutics Hldgs Com Cl A (RANI) | 0.0 | $31k | +15% | 23k | 1.35 |
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| Lineage Cell Therapeutics In (LCTX) | 0.0 | $22k | 13k | 1.67 |
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Past Filings by Lafayette Investments
SEC 13F filings are viewable for Lafayette Investments going back to 2011
- Lafayette Investments 2025 Q4 filed Feb. 4, 2026
- 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