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