Lafayette Investments
Latest statistics and disclosures from Lafayette Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, KLAC, MKL, GOOG, PGR, and represent 34.25% of Lafayette Investments's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$39M), ZTS, BKNG, VIGI, ACN, MA, MSFT, BRK.B, HONA, SCHD.
- Started 8 new stock positions in HONA, SCHD, HON, AMAT, INTC, DELL, LLY, MRVL.
- Reduced shares in these 10 stocks: AAPL, TXN, GLW, Honeywell International, SBUX, CAT, GOOG, , SPG, JNJ.
- Sold out of its positions in CSCO, Honeywell International, LULU, SPG.
- Lafayette Investments was a net buyer of stock by $43M.
- Lafayette Investments has $542M in assets under management (AUM), dropping by 9.84%.
- Central Index Key (CIK): 0001308377
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Portfolio Holdings for Lafayette Investments
Lafayette Investments holds 162 positions in its portfolio as reported in the June 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) | 10.9 | $59M | 119k | 500.39 |
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| Kla Corp Com New (KLAC) | 8.1 | $44M | +758% | 146k | 301.71 |
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| Markel Corporation (MKL) | 7.2 | $39M | 20k | 1953.01 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.5 | $24M | -2% | 68k | 353.33 |
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| Progressive Corporation (PGR) | 3.6 | $19M | 89k | 218.45 |
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| Meta Platforms Cl A (META) | 2.9 | $16M | 28k | 563.28 |
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| Apple (AAPL) | 2.8 | $16M | -7% | 53k | 289.36 |
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| Microsoft Corporation (MSFT) | 2.7 | $15M | +5% | 39k | 373.02 |
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| Johnson & Johnson (JNJ) | 2.0 | $11M | -2% | 42k | 253.97 |
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| Norfolk Southern (NSC) | 1.8 | $10M | 32k | 314.59 |
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| Lowe's Companies (LOW) | 1.8 | $9.7M | 44k | 220.49 |
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| T. Rowe Price (TROW) | 1.8 | $9.6M | 84k | 113.69 |
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| Paychex (PAYX) | 1.7 | $9.1M | +3% | 93k | 98.33 |
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| Barrick Mng Corp Com Shs (B) | 1.6 | $8.9M | 242k | 36.73 |
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| Charles Schwab Corporation (SCHW) | 1.6 | $8.8M | 96k | 92.27 |
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| AutoZone (AZO) | 1.6 | $8.6M | 2.7k | 3195.94 |
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| Loews Corporation (L) | 1.5 | $8.1M | 72k | 113.21 |
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| Jefferies Finl Group (JEF) | 1.3 | $6.9M | 138k | 49.98 |
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| Lockheed Martin Corporation (LMT) | 1.3 | $6.8M | 13k | 509.47 |
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| Pepsi (PEP) | 1.1 | $6.2M | 46k | 135.40 |
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| Paycom Software (PAYC) | 1.1 | $6.1M | +7% | 49k | 125.68 |
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| Amazon (AMZN) | 1.1 | $5.9M | +5% | 25k | 238.34 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $5.5M | 40k | 136.72 |
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| Madison Square Grdn Sprt Cor Cl A (MSGS) | 1.0 | $5.4M | 13k | 401.85 |
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| Genuine Parts Company (GPC) | 1.0 | $5.3M | 45k | 117.98 |
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| Starbucks Corporation (SBUX) | 1.0 | $5.3M | -11% | 51k | 102.19 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $5.2M | 16k | 327.32 |
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| Lennox International (LII) | 0.9 | $5.1M | 8.9k | 572.95 |
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| Coca-Cola Company (KO) | 0.9 | $5.1M | 63k | 81.27 |
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| Parker-Hannifin Corporation (PH) | 0.9 | $4.9M | 5.1k | 978.17 |
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| Graham Hldgs Com Cl B (GHC) | 0.9 | $4.8M | 4.2k | 1141.29 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.9 | $4.7M | -3% | 2.4k | 1989.44 |
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| Costco Wholesale Corporation (COST) | 0.8 | $4.5M | -4% | 4.8k | 935.47 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $3.9M | -19% | 13k | 298.06 |
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| Arista Networks Com Shs (ANET) | 0.7 | $3.6M | -2% | 21k | 169.88 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $3.5M | 74k | 47.94 |
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| Corning Incorporated (GLW) | 0.6 | $3.5M | -19% | 14k | 255.43 |
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| Walt Disney Company (DIS) | 0.6 | $3.3M | 35k | 96.25 |
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| Esab Corporation (ESAB) | 0.6 | $3.3M | 33k | 98.63 |
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| Marsh & McLennan Companies (MRSH) | 0.6 | $3.2M | 19k | 166.67 |
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| Allegion Ord Shs (ALLE) | 0.6 | $3.2M | -3% | 23k | 140.49 |
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| Visa Com Cl A (V) | 0.6 | $3.1M | 9.1k | 343.09 |
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| Zoetis Cl A (ZTS) | 0.6 | $3.0M | +618% | 42k | 71.86 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $3.0M | +49% | 24k | 124.44 |
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| Mohawk Industries (MHK) | 0.5 | $2.9M | 24k | 121.33 |
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| Paypal Holdings (PYPL) | 0.5 | $2.9M | -2% | 66k | 43.18 |
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| Diageo Spon Adr New (DEO) | 0.5 | $2.8M | -3% | 35k | 80.38 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.5 | $2.8M | 21k | 131.43 |
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| Bank of America Corporation (BAC) | 0.5 | $2.8M | -2% | 49k | 56.98 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $2.7M | 13k | 205.02 |
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| A. O. Smith Corporation (AOS) | 0.5 | $2.7M | -6% | 43k | 62.72 |
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| Chipotle Mexican Grill (CMG) | 0.5 | $2.6M | +3% | 77k | 34.00 |
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| Waters Corporation (WAT) | 0.4 | $2.4M | 6.4k | 375.04 |
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| salesforce (CRM) | 0.4 | $2.4M | +20% | 15k | 156.66 |
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| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.4 | $2.3M | -3% | 44k | 53.19 |
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| Aon Shs Cl A (AON) | 0.4 | $2.2M | 6.8k | 331.69 |
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| Broadcom (AVGO) | 0.4 | $2.2M | -10% | 5.8k | 377.75 |
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| Hasbro (HAS) | 0.4 | $2.2M | 26k | 82.59 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $2.1M | -3% | 2.8k | 763.14 |
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| Chevron Corporation (CVX) | 0.4 | $2.1M | 12k | 165.76 |
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| Nike CL B (NKE) | 0.4 | $1.9M | +12% | 48k | 41.05 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.3 | $1.8M | +200% | 19k | 93.38 |
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| Brown Forman Corp CL B (BF.B) | 0.3 | $1.5M | -7% | 57k | 26.65 |
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| McDonald's Corporation (MCD) | 0.3 | $1.5M | -4% | 5.5k | 270.29 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.4M | +4% | 7.2k | 200.09 |
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| Palo Alto Networks (PANW) | 0.3 | $1.4M | -5% | 4.2k | 341.02 |
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| Hershey Company (HSY) | 0.3 | $1.4M | 8.2k | 175.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | +35% | 3.5k | 370.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.3M | 3.6k | 357.37 |
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| International Business Machines (IBM) | 0.2 | $1.3M | +4% | 4.5k | 281.21 |
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| SEI Investments Company (SEIC) | 0.2 | $1.3M | -6% | 14k | 87.71 |
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| Danaher Corporation (DHR) | 0.2 | $1.2M | -2% | 6.5k | 190.48 |
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| Booking Holdings (BKNG) | 0.2 | $1.2M | +2516% | 6.9k | 178.24 |
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| Caterpillar (CAT) | 0.2 | $1.2M | -33% | 1.2k | 1064.64 |
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| GSK Sponsored Adr (GSK) | 0.2 | $1.2M | 23k | 52.42 |
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| Merck & Co (MRK) | 0.2 | $1.2M | -3% | 9.3k | 128.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | +4% | 5.4k | 212.77 |
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| Wells Fargo & Company (WFC) | 0.2 | $1.1M | 14k | 82.64 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | +222% | 2.1k | 513.60 |
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| Uber Technologies (UBER) | 0.2 | $1.1M | +22% | 15k | 72.16 |
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| FactSet Research Systems (FDS) | 0.2 | $1.0M | 4.5k | 230.08 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $972k | -12% | 1.3k | 746.77 |
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| Eaton Corp SHS (ETN) | 0.2 | $967k | -2% | 2.3k | 426.12 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $965k | -10% | 14k | 71.60 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $936k | 4.9k | 189.73 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $855k | +6% | 6.0k | 143.10 |
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| Trane Technologies SHS (TT) | 0.2 | $846k | 1.7k | 491.16 |
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| Intuit (INTU) | 0.2 | $826k | +33% | 3.2k | 261.00 |
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| S&p Global (SPGI) | 0.1 | $772k | +4% | 1.9k | 407.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $752k | 2.0k | 368.38 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $749k | 1.00 | 748850.00 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $736k | 24k | 31.10 |
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| Automatic Data Processing (ADP) | 0.1 | $704k | +3% | 3.1k | 223.95 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $704k | 20k | 36.06 |
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| Alerus Finl (ALRS) | 0.1 | $681k | 22k | 31.10 |
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| Altria (MO) | 0.1 | $661k | 9.2k | 71.95 |
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| Verizon Communications (VZ) | 0.1 | $638k | -17% | 15k | 42.34 |
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| Marriott Intl Cl A (MAR) | 0.1 | $637k | +78% | 1.7k | 370.60 |
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| General Dynamics Corporation (GD) | 0.1 | $610k | 1.7k | 354.24 |
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| SLB Com Stk (SLB) | 0.1 | $558k | -7% | 12k | 46.49 |
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| Fortinet (FTNT) | 0.1 | $556k | 3.6k | 153.62 |
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| Micron Technology (MU) | 0.1 | $554k | -23% | 480.00 | 1154.29 |
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| Qualcomm (QCOM) | 0.1 | $544k | 2.9k | 184.79 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $510k | -23% | 13k | 38.73 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $496k | 17k | 29.43 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $495k | 3.9k | 126.58 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $467k | 12k | 38.06 |
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| Honeywell Aerospace (HONA) | 0.1 | $463k | NEW | 2.1k | 221.08 |
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| FedEx Corporation (FDX) | 0.1 | $444k | -12% | 1.4k | 313.13 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $441k | NEW | 14k | 31.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $433k | 630.00 | 686.90 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $429k | 6.0k | 71.25 |
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| Abbvie (ABBV) | 0.1 | $426k | 1.7k | 251.64 |
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| Eagle Ban (EGBN) | 0.1 | $422k | -2% | 15k | 28.39 |
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| Capital One Financial (COF) | 0.1 | $420k | -10% | 2.1k | 200.62 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $419k | 835.00 | 501.36 |
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| Pfizer (PFE) | 0.1 | $415k | -11% | 17k | 24.08 |
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| American Express Company (AXP) | 0.1 | $401k | 1.2k | 338.18 |
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| Allstate Corporation (ALL) | 0.1 | $401k | 1.7k | 237.94 |
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| Mettler-Toledo International (MTD) | 0.1 | $392k | 307.00 | 1277.51 |
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| Atlantic Union B (AUB) | 0.1 | $387k | 9.1k | 42.31 |
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| Honeywell International (HON) | 0.1 | $385k | NEW | 1.7k | 223.90 |
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| UnitedHealth (UNH) | 0.1 | $382k | 918.00 | 415.63 |
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| Generac Holdings (GNRC) | 0.1 | $368k | -3% | 1.3k | 292.81 |
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| Netflix (NFLX) | 0.1 | $351k | +12% | 4.9k | 71.40 |
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| Domino's Pizza (DPZ) | 0.1 | $349k | +4% | 1.2k | 296.04 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $342k | 9.5k | 36.13 |
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| Fastenal Company (FAST) | 0.1 | $332k | 6.9k | 48.03 |
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| Shell Spon Ads (SHEL) | 0.1 | $318k | 4.1k | 77.54 |
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| MercadoLibre (MELI) | 0.1 | $314k | +59% | 185.00 | 1697.39 |
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| At&t (T) | 0.1 | $313k | 15k | 20.70 |
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| Wal-Mart Stores (WMT) | 0.1 | $307k | 2.7k | 113.27 |
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| Welltower Inc Com reit (WELL) | 0.1 | $306k | -3% | 1.3k | 226.97 |
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| Marvell Technology (MRVL) | 0.1 | $298k | NEW | 1.0k | 297.89 |
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| Kraft Heinz (KHC) | 0.1 | $296k | 13k | 23.62 |
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| Franco-Nevada Corporation (FNV) | 0.1 | $286k | -18% | 1.4k | 208.44 |
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| Dell Technologies CL C (DELL) | 0.1 | $280k | NEW | 650.00 | 431.46 |
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| Morgan Stanley Com New (MS) | 0.0 | $271k | -29% | 1.3k | 209.04 |
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| Haleon Spon Ads (HLN) | 0.0 | $269k | 29k | 9.33 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $266k | 5.0k | 52.76 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $265k | 2.2k | 123.44 |
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| Truist Financial Corp equities (TFC) | 0.0 | $260k | 5.2k | 49.82 |
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| Vitesse Energy Common Stock (VTS) | 0.0 | $259k | 16k | 15.77 |
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| Msci (MSCI) | 0.0 | $257k | 459.00 | 560.04 |
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| AvalonBay Communities (AVB) | 0.0 | $255k | 1.4k | 188.69 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $250k | 2.4k | 103.90 |
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| Home Depot (HD) | 0.0 | $242k | -2% | 685.00 | 352.76 |
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| Unilever Spon Adr New (UL) | 0.0 | $241k | 4.0k | 60.12 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $239k | 797.00 | 299.19 |
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| Veralto Corp Com Shs (VLTO) | 0.0 | $235k | -32% | 2.7k | 88.68 |
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| Abbott Laboratories (ABT) | 0.0 | $233k | 2.6k | 90.74 |
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| American Electric Power Company (AEP) | 0.0 | $226k | 1.7k | 136.81 |
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| Dominion Resources (D) | 0.0 | $224k | 3.3k | 68.29 |
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| Kinder Morgan (KMI) | 0.0 | $223k | 7.0k | 31.97 |
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| Eli Lilly & Co. (LLY) | 0.0 | $218k | NEW | 182.00 | 1199.43 |
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| Applied Materials (AMAT) | 0.0 | $217k | NEW | 300.00 | 723.00 |
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| First Virginia Community Bank (FVCB) | 0.0 | $214k | 12k | 17.50 |
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| Intel Corporation (INTC) | 0.0 | $211k | NEW | 1.5k | 139.63 |
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| Philip Morris International (PM) | 0.0 | $208k | -7% | 1.2k | 180.91 |
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| Enterprise Products Partners (EPD) | 0.0 | $202k | 5.5k | 36.76 |
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| Rani Therapeutics Hldgs Com Cl A (RANI) | 0.0 | $18k | 23k | 0.76 |
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| Lineage Cell Therapeutics In (LCTX) | 0.0 | $17k | 13k | 1.31 |
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Past Filings by Lafayette Investments
SEC 13F filings are viewable for Lafayette Investments going back to 2011
- Lafayette Investments 2026 Q2 filed Aug. 11, 2026
- 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