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 31.75% of Lafayette Investments's stock portfolio.
- Added to shares of these 10 stocks: CRM, ADBE, PAYC, INTU, SCHK, SPGI, KHC, GNRC, VHT, AEP.
- Started 9 new stock positions in GNRC, AEP, MELI, KHC, VHT, SCHK, MU, D, EPD.
- Reduced shares in these 10 stocks: B, KLAC, GLW, , MKL, BRK.B, WHR, ANET, SBUX, PH.
- Sold out of its positions in BLK, GM, LLY, ORCL, PG, ULTA, WHR.
- Lafayette Investments was a net seller of stock by $-9.4M.
- Lafayette Investments has $494M in assets under management (AUM), dropping by -6.66%.
- Central Index Key (CIK): 0001308377
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Portfolio Holdings for Lafayette Investments
Lafayette Investments holds 158 positions in its portfolio as reported in the March 2026 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) | 11.4 | $56M | 117k | 479.20 |
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| Markel Corporation (MKL) | 7.7 | $38M | -2% | 20k | 1914.07 |
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| Kla Corp Com New (KLAC) | 5.1 | $25M | -10% | 17k | 1472.45 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $20M | 70k | 286.86 |
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| Progressive Corporation (PGR) | 3.5 | $17M | 88k | 198.24 |
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| Meta Platforms Cl A (META) | 3.3 | $16M | -2% | 28k | 572.14 |
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| Apple (AAPL) | 3.0 | $15M | 58k | 253.79 |
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| Microsoft Corporation (MSFT) | 2.8 | $14M | 37k | 370.17 |
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| Johnson & Johnson (JNJ) | 2.1 | $11M | -2% | 43k | 244.44 |
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| Lowe's Companies (LOW) | 2.1 | $10M | 44k | 236.28 |
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| Barrick Mng Corp Com Shs (B) | 2.0 | $10M | -25% | 245k | 40.79 |
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| Norfolk Southern (NSC) | 1.9 | $9.2M | -4% | 32k | 287.00 |
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| AutoZone (AZO) | 1.8 | $9.1M | 2.7k | 3377.78 |
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| Charles Schwab Corporation (SCHW) | 1.8 | $8.9M | 95k | 93.98 |
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| Paychex (PAYX) | 1.7 | $8.2M | 90k | 92.12 |
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| Lockheed Martin Corporation (LMT) | 1.7 | $8.2M | 14k | 604.39 |
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| T. Rowe Price (TROW) | 1.6 | $7.7M | 86k | 90.14 |
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| Loews Corporation (L) | 1.6 | $7.7M | 72k | 106.74 |
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| Pepsi (PEP) | 1.4 | $7.1M | -2% | 46k | 155.29 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $6.9M | 41k | 169.66 |
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| Jefferies Finl Group (JEF) | 1.1 | $5.7M | 138k | 41.27 |
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| Paycom Software (PAYC) | 1.1 | $5.5M | +38% | 45k | 121.54 |
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| Starbucks Corporation (SBUX) | 1.1 | $5.2M | -9% | 58k | 89.59 |
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| Costco Wholesale Corporation (COST) | 1.0 | $5.0M | +2% | 5.0k | 996.43 |
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| Amazon (AMZN) | 1.0 | $4.9M | +3% | 24k | 208.27 |
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| Genuine Parts Company (GPC) | 1.0 | $4.8M | 46k | 105.75 |
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| Coca-Cola Company (KO) | 1.0 | $4.8M | 63k | 76.05 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $4.6M | 16k | 294.15 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $4.5M | -9% | 5.1k | 895.28 |
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| Graham Hldgs Com Cl B (GHC) | 0.9 | $4.5M | 4.3k | 1057.14 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.9 | $4.3M | 13k | 321.41 |
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| Lennox International (LII) | 0.8 | $4.2M | -2% | 9.0k | 464.13 |
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| Allegion Ord Shs (ALLE) | 0.7 | $3.4M | -2% | 24k | 145.29 |
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| Marsh & McLennan Companies (MRSH) | 0.7 | $3.3M | 19k | 173.45 |
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| Walt Disney Company (DIS) | 0.7 | $3.3M | 34k | 96.38 |
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| Adobe Systems Incorporated (ADBE) | 0.7 | $3.3M | +107% | 14k | 243.08 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $3.3M | 2.5k | 1320.83 |
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| Esab Corporation (ESAB) | 0.7 | $3.2M | -2% | 33k | 96.66 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $3.2M | +2% | 16k | 198.29 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $3.2M | -4% | 16k | 194.14 |
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| Paypal Holdings (PYPL) | 0.6 | $3.1M | +4% | 68k | 45.23 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $3.1M | -3% | 21k | 142.85 |
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| A. O. Smith Corporation (AOS) | 0.6 | $3.0M | -3% | 46k | 65.94 |
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| Visa Com Cl A (V) | 0.6 | $2.7M | +4% | 9.1k | 302.24 |
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| Diageo Spon Adr New (DEO) | 0.6 | $2.7M | 37k | 74.45 |
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| Arista Networks Com Shs (ANET) | 0.5 | $2.7M | -17% | 22k | 122.78 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $2.7M | +4% | 73k | 36.75 |
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| Chevron Corporation (CVX) | 0.5 | $2.5M | -3% | 12k | 206.90 |
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| Hasbro (HAS) | 0.5 | $2.4M | 26k | 93.60 |
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| Bank of America Corporation (BAC) | 0.5 | $2.4M | 50k | 48.75 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.5 | $2.4M | 45k | 52.85 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $2.4M | 75k | 32.01 |
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| salesforce (CRM) | 0.5 | $2.3M | +567% | 13k | 186.67 |
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| Mohawk Industries (MHK) | 0.5 | $2.3M | -4% | 24k | 98.46 |
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| Corning Incorporated (GLW) | 0.5 | $2.3M | -54% | 17k | 135.97 |
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| Nike CL B (NKE) | 0.5 | $2.2M | -2% | 42k | 52.82 |
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| Aon Shs Cl A (AON) | 0.4 | $2.2M | 6.8k | 322.78 |
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| Broadcom (AVGO) | 0.4 | $2.0M | +2% | 6.4k | 309.51 |
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| Waters Corporation (WAT) | 0.4 | $1.9M | -5% | 6.4k | 297.80 |
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| McDonald's Corporation (MCD) | 0.4 | $1.8M | 5.8k | 310.80 |
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| Hershey Company (HSY) | 0.3 | $1.7M | 8.2k | 207.90 |
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| Brown Forman Corp CL B (BF.B) | 0.3 | $1.6M | -2% | 61k | 26.44 |
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| GSK Sponsored Adr (GSK) | 0.3 | $1.3M | 23k | 55.19 |
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| Danaher Corporation (DHR) | 0.3 | $1.3M | -13% | 6.7k | 189.60 |
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| Caterpillar (CAT) | 0.2 | $1.2M | 1.7k | 708.35 |
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| NVIDIA Corporation (NVDA) | 0.2 | $1.2M | 6.9k | 174.40 |
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| SEI Investments Company (SEIC) | 0.2 | $1.2M | 15k | 78.47 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $1.2M | -2% | 15k | 77.08 |
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| Merck & Co (MRK) | 0.2 | $1.2M | 9.6k | 120.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.1M | +11% | 2.9k | 390.41 |
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| Booking Holdings (BKNG) | 0.2 | $1.1M | +4% | 265.00 | 4210.32 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.1M | 14k | 79.61 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.1M | +4% | 17k | 61.35 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | -2% | 3.7k | 287.56 |
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| International Business Machines (IBM) | 0.2 | $1.0M | +11% | 4.3k | 242.39 |
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| Intuit (INTU) | 0.2 | $1.0M | +238% | 2.4k | 432.38 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $988k | +12% | 5.1k | 191.92 |
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| FactSet Research Systems (FDS) | 0.2 | $982k | 4.5k | 216.99 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $968k | 1.5k | 650.34 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $952k | 4.9k | 192.90 |
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| Verizon Communications (VZ) | 0.2 | $912k | -14% | 18k | 50.20 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $892k | 2.1k | 430.29 |
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| Uber Technologies (UBER) | 0.2 | $868k | +16% | 12k | 71.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $839k | +12% | 2.6k | 320.86 |
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| Eaton Corp SHS (ETN) | 0.2 | $833k | -5% | 2.3k | 357.67 |
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| Honeywell International (HON) | 0.2 | $778k | 3.4k | 226.03 |
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| S&p Global (SPGI) | 0.2 | $771k | +62% | 1.8k | 425.34 |
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| Palo Alto Networks (PANW) | 0.1 | $719k | +4% | 4.5k | 160.32 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Trane Technologies SHS (TT) | 0.1 | $718k | 1.7k | 416.74 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $711k | +7% | 5.6k | 126.28 |
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| Zoetis Cl A (ZTS) | 0.1 | $693k | +27% | 5.9k | 118.21 |
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| SLB Com Stk (SLB) | 0.1 | $668k | 13k | 51.39 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $661k | 24k | 27.85 |
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| Automatic Data Processing (ADP) | 0.1 | $616k | +4% | 3.0k | 203.18 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $610k | NEW | 20k | 31.33 |
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| Altria (MO) | 0.1 | $606k | 9.2k | 65.99 |
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| General Dynamics Corporation (GD) | 0.1 | $600k | -3% | 1.7k | 343.22 |
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| FedEx Corporation (FDX) | 0.1 | $577k | 1.6k | 356.18 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $554k | +4% | 6.3k | 88.47 |
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| Pfizer (PFE) | 0.1 | $545k | -3% | 19k | 28.08 |
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| Alerus Finl (ALRS) | 0.1 | $519k | 22k | 23.71 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $513k | 3.9k | 130.94 |
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| At&t (T) | 0.1 | $438k | 15k | 28.99 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $432k | 17k | 25.64 |
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| Capital One Financial (COF) | 0.1 | $427k | -11% | 2.3k | 182.43 |
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| Netflix (NFLX) | 0.1 | $419k | +15% | 4.4k | 96.15 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $414k | -35% | 1.7k | 247.05 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $410k | 835.00 | 491.53 |
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| Domino's Pizza (DPZ) | 0.1 | $403k | +8% | 1.1k | 358.79 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $400k | 12k | 32.43 |
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| Mettler-Toledo International (MTD) | 0.1 | $389k | 308.00 | 1261.20 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $386k | -7% | 6.0k | 64.08 |
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| Shell Spon Ads (SHEL) | 0.1 | $382k | 4.1k | 93.00 |
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| Eagle Ban (EGBN) | 0.1 | $378k | -5% | 15k | 24.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $377k | 630.00 | 597.62 |
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| Qualcomm (QCOM) | 0.1 | $373k | 2.9k | 128.78 |
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| Abbvie (ABBV) | 0.1 | $368k | 1.7k | 217.49 |
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| American Express Company (AXP) | 0.1 | $364k | +23% | 1.2k | 302.47 |
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| Allstate Corporation (ALL) | 0.1 | $349k | 1.7k | 207.34 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $345k | 3.9k | 88.42 |
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| Wal-Mart Stores (WMT) | 0.1 | $337k | +8% | 2.7k | 124.27 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $333k | +6% | 666.00 | 499.66 |
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| Atlantic Union B (AUB) | 0.1 | $327k | 9.1k | 35.74 |
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| Fastenal Company (FAST) | 0.1 | $320k | 6.9k | 46.40 |
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| Marriott Intl Cl A (MAR) | 0.1 | $316k | -21% | 965.00 | 326.91 |
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| Morgan Stanley Com New (MS) | 0.1 | $304k | 1.8k | 164.57 |
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| Vitesse Energy Common Stock (VTS) | 0.1 | $300k | -5% | 17k | 18.16 |
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| Fortinet (FTNT) | 0.1 | $297k | +6% | 3.6k | 81.72 |
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| Haleon Spon Ads (HLN) | 0.1 | $288k | 29k | 10.01 |
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| Kraft Heinz (KHC) | 0.1 | $282k | NEW | 13k | 22.49 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $279k | 9.6k | 29.08 |
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| Welltower Inc Com reit (WELL) | 0.1 | $277k | -17% | 1.4k | 197.71 |
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| Abbott Laboratories (ABT) | 0.1 | $264k | 2.6k | 102.67 |
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| Cisco Systems (CSCO) | 0.1 | $261k | 3.4k | 77.60 |
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| Simon Property (SPG) | 0.1 | $257k | -20% | 1.4k | 186.53 |
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| Generac Holdings (GNRC) | 0.1 | $254k | NEW | 1.3k | 195.33 |
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| UnitedHealth (UNH) | 0.1 | $248k | 918.00 | 270.59 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $248k | 5.1k | 48.93 |
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| Msci (MSCI) | 0.1 | $247k | +3% | 459.00 | 539.01 |
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| Truist Financial Corp equities (TFC) | 0.0 | $240k | -8% | 5.2k | 45.97 |
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| Kinder Morgan (KMI) | 0.0 | $234k | -22% | 7.0k | 33.53 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $234k | 2.4k | 97.12 |
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| Home Depot (HD) | 0.0 | $230k | 699.00 | 329.11 |
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| Unilever Spon Adr New (UL) | 0.0 | $229k | 4.0k | 56.97 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $228k | 2.2k | 106.21 |
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| AvalonBay Communities (AVB) | 0.0 | $221k | 1.4k | 163.35 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $217k | NEW | 795.00 | 272.28 |
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| American Electric Power Company (AEP) | 0.0 | $216k | NEW | 1.7k | 131.08 |
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| Lululemon Athletica (LULU) | 0.0 | $215k | 1.4k | 153.10 |
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| Micron Technology (MU) | 0.0 | $211k | NEW | 625.00 | 337.84 |
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| Enterprise Products Partners (EPD) | 0.0 | $208k | NEW | 5.5k | 37.84 |
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| Philip Morris International (PM) | 0.0 | $205k | -6% | 1.2k | 165.34 |
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| Dominion Resources (D) | 0.0 | $203k | NEW | 3.3k | 61.82 |
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| MercadoLibre (MELI) | 0.0 | $201k | NEW | 116.00 | 1729.03 |
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| First Virginia Community Bank (FVCB) | 0.0 | $185k | 12k | 15.19 |
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| Lineage Cell Therapeutics In (LCTX) | 0.0 | $21k | 13k | 1.58 |
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| Rani Therapeutics Hldgs Com Cl A (RANI) | 0.0 | $17k | 23k | 0.73 |
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Past Filings by Lafayette Investments
SEC 13F filings are viewable for Lafayette Investments going back to 2011
- Lafayette Investments 2026 Q1 filed April 27, 2026
- 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