Lafayette Investments as of March 31, 2026
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 | |
| Markel Corporation (MKL) | 7.7 | $38M | 20k | 1914.07 | |
| Kla Corp Com New (KLAC) | 5.1 | $25M | 17k | 1472.45 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $20M | 70k | 286.86 | |
| Progressive Corporation (PGR) | 3.5 | $17M | 88k | 198.24 | |
| Meta Platforms Cl A (META) | 3.3 | $16M | 28k | 572.14 | |
| Apple (AAPL) | 3.0 | $15M | 58k | 253.79 | |
| Microsoft Corporation (MSFT) | 2.8 | $14M | 37k | 370.17 | |
| Johnson & Johnson (JNJ) | 2.1 | $11M | 43k | 244.44 | |
| Lowe's Companies (LOW) | 2.1 | $10M | 44k | 236.28 | |
| Barrick Mng Corp Com Shs (B) | 2.0 | $10M | 245k | 40.79 | |
| Norfolk Southern (NSC) | 1.9 | $9.2M | 32k | 287.00 | |
| AutoZone (AZO) | 1.8 | $9.1M | 2.7k | 3377.78 | |
| Charles Schwab Corporation (SCHW) | 1.8 | $8.9M | 95k | 93.98 | |
| Paychex (PAYX) | 1.7 | $8.2M | 90k | 92.12 | |
| Lockheed Martin Corporation (LMT) | 1.7 | $8.2M | 14k | 604.39 | |
| T. Rowe Price (TROW) | 1.6 | $7.7M | 86k | 90.14 | |
| Loews Corporation (L) | 1.6 | $7.7M | 72k | 106.74 | |
| Pepsi (PEP) | 1.4 | $7.1M | 46k | 155.29 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $6.9M | 41k | 169.66 | |
| Jefferies Finl Group (JEF) | 1.1 | $5.7M | 138k | 41.27 | |
| Paycom Software (PAYC) | 1.1 | $5.5M | 45k | 121.54 | |
| Starbucks Corporation (SBUX) | 1.1 | $5.2M | 58k | 89.59 | |
| Costco Wholesale Corporation (COST) | 1.0 | $5.0M | 5.0k | 996.43 | |
| Amazon (AMZN) | 1.0 | $4.9M | 24k | 208.27 | |
| Genuine Parts Company (GPC) | 1.0 | $4.8M | 46k | 105.75 | |
| Coca-Cola Company (KO) | 1.0 | $4.8M | 63k | 76.05 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $4.6M | 16k | 294.15 | |
| Parker-Hannifin Corporation (PH) | 0.9 | $4.5M | 5.1k | 895.28 | |
| Graham Hldgs Com Cl B (GHC) | 0.9 | $4.5M | 4.3k | 1057.14 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.9 | $4.3M | 13k | 321.41 | |
| Lennox International (LII) | 0.8 | $4.2M | 9.0k | 464.13 | |
| Allegion Ord Shs (ALLE) | 0.7 | $3.4M | 24k | 145.29 | |
| Marsh & McLennan Companies (MRSH) | 0.7 | $3.3M | 19k | 173.45 | |
| Walt Disney Company (DIS) | 0.7 | $3.3M | 34k | 96.38 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $3.3M | 14k | 243.08 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.7 | $3.3M | 2.5k | 1320.83 | |
| Esab Corporation (ESAB) | 0.7 | $3.2M | 33k | 96.66 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $3.2M | 16k | 198.29 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $3.2M | 16k | 194.14 | |
| Paypal Holdings (PYPL) | 0.6 | $3.1M | 68k | 45.23 | |
| Check Point Software Tech Lt Ord (CHKP) | 0.6 | $3.1M | 21k | 142.85 | |
| A. O. Smith Corporation (AOS) | 0.6 | $3.0M | 46k | 65.94 | |
| Visa Com Cl A (V) | 0.6 | $2.7M | 9.1k | 302.24 | |
| Diageo Spon Adr New (DEO) | 0.6 | $2.7M | 37k | 74.45 | |
| Arista Networks Com Shs (ANET) | 0.5 | $2.7M | 22k | 122.78 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.7M | 73k | 36.75 | |
| Chevron Corporation (CVX) | 0.5 | $2.5M | 12k | 206.90 | |
| Hasbro (HAS) | 0.5 | $2.4M | 26k | 93.60 | |
| Bank of America Corporation (BAC) | 0.5 | $2.4M | 50k | 48.75 | |
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.5 | $2.4M | 45k | 52.85 | |
| Chipotle Mexican Grill (CMG) | 0.5 | $2.4M | 75k | 32.01 | |
| salesforce (CRM) | 0.5 | $2.3M | 13k | 186.67 | |
| Mohawk Industries (MHK) | 0.5 | $2.3M | 24k | 98.46 | |
| Corning Incorporated (GLW) | 0.5 | $2.3M | 17k | 135.97 | |
| Nike CL B (NKE) | 0.5 | $2.2M | 42k | 52.82 | |
| Aon Shs Cl A (AON) | 0.4 | $2.2M | 6.8k | 322.78 | |
| Broadcom (AVGO) | 0.4 | $2.0M | 6.4k | 309.51 | |
| Waters Corporation (WAT) | 0.4 | $1.9M | 6.4k | 297.80 | |
| McDonald's Corporation (MCD) | 0.4 | $1.8M | 5.8k | 310.80 | |
| Hershey Company (HSY) | 0.3 | $1.7M | 8.2k | 207.90 | |
| Brown Forman Corp CL B (BF.B) | 0.3 | $1.6M | 61k | 26.44 | |
| GSK Sponsored Adr (GSK) | 0.3 | $1.3M | 23k | 55.19 | |
| Danaher Corporation (DHR) | 0.3 | $1.3M | 6.7k | 189.60 | |
| Caterpillar (CAT) | 0.2 | $1.2M | 1.7k | 708.35 | |
| NVIDIA Corporation (NVDA) | 0.2 | $1.2M | 6.9k | 174.40 | |
| SEI Investments Company (SEIC) | 0.2 | $1.2M | 15k | 78.47 | |
| Otis Worldwide Corp (OTIS) | 0.2 | $1.2M | 15k | 77.08 | |
| Merck & Co (MRK) | 0.2 | $1.2M | 9.6k | 120.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $1.1M | 2.9k | 390.41 | |
| Booking Holdings (BKNG) | 0.2 | $1.1M | 265.00 | 4210.32 | |
| Wells Fargo & Company (WFC) | 0.2 | $1.1M | 14k | 79.61 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $1.1M | 17k | 61.35 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | 3.7k | 287.56 | |
| International Business Machines (IBM) | 0.2 | $1.0M | 4.3k | 242.39 | |
| Intuit (INTU) | 0.2 | $1.0M | 2.4k | 432.38 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $988k | 5.1k | 191.92 | |
| FactSet Research Systems (FDS) | 0.2 | $982k | 4.5k | 216.99 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $968k | 1.5k | 650.34 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $952k | 4.9k | 192.90 | |
| Verizon Communications (VZ) | 0.2 | $912k | 18k | 50.20 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $892k | 2.1k | 430.29 | |
| Uber Technologies (UBER) | 0.2 | $868k | 12k | 71.93 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $839k | 2.6k | 320.86 | |
| Eaton Corp SHS (ETN) | 0.2 | $833k | 2.3k | 357.67 | |
| Honeywell International (HON) | 0.2 | $778k | 3.4k | 226.03 | |
| S&p Global (SPGI) | 0.2 | $771k | 1.8k | 425.34 | |
| Palo Alto Networks (PANW) | 0.1 | $719k | 4.5k | 160.32 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 | |
| Trane Technologies SHS (TT) | 0.1 | $718k | 1.7k | 416.74 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $711k | 5.6k | 126.28 | |
| Zoetis Cl A (ZTS) | 0.1 | $693k | 5.9k | 118.21 | |
| SLB Com Stk (SLB) | 0.1 | $668k | 13k | 51.39 | |
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $661k | 24k | 27.85 | |
| Automatic Data Processing (ADP) | 0.1 | $616k | 3.0k | 203.18 | |
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $610k | 20k | 31.33 | |
| Altria (MO) | 0.1 | $606k | 9.2k | 65.99 | |
| General Dynamics Corporation (GD) | 0.1 | $600k | 1.7k | 343.22 | |
| FedEx Corporation (FDX) | 0.1 | $577k | 1.6k | 356.18 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $554k | 6.3k | 88.47 | |
| Pfizer (PFE) | 0.1 | $545k | 19k | 28.08 | |
| Alerus Finl (ALRS) | 0.1 | $519k | 22k | 23.71 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $513k | 3.9k | 130.94 | |
| At&t (T) | 0.1 | $438k | 15k | 28.99 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $432k | 17k | 25.64 | |
| Capital One Financial (COF) | 0.1 | $427k | 2.3k | 182.43 | |
| Netflix (NFLX) | 0.1 | $419k | 4.4k | 96.15 | |
| Franco-Nevada Corporation (FNV) | 0.1 | $414k | 1.7k | 247.05 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $410k | 835.00 | 491.53 | |
| Domino's Pizza (DPZ) | 0.1 | $403k | 1.1k | 358.79 | |
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.1 | $400k | 12k | 32.43 | |
| Mettler-Toledo International (MTD) | 0.1 | $389k | 308.00 | 1261.20 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $386k | 6.0k | 64.08 | |
| Shell Spon Ads (SHEL) | 0.1 | $382k | 4.1k | 93.00 | |
| Eagle Ban (EGBN) | 0.1 | $378k | 15k | 24.87 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $377k | 630.00 | 597.62 | |
| Qualcomm (QCOM) | 0.1 | $373k | 2.9k | 128.78 | |
| Abbvie (ABBV) | 0.1 | $368k | 1.7k | 217.49 | |
| American Express Company (AXP) | 0.1 | $364k | 1.2k | 302.47 | |
| Allstate Corporation (ALL) | 0.1 | $349k | 1.7k | 207.34 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $345k | 3.9k | 88.42 | |
| Wal-Mart Stores (WMT) | 0.1 | $337k | 2.7k | 124.27 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $333k | 666.00 | 499.66 | |
| Atlantic Union B (AUB) | 0.1 | $327k | 9.1k | 35.74 | |
| Fastenal Company (FAST) | 0.1 | $320k | 6.9k | 46.40 | |
| Marriott Intl Cl A (MAR) | 0.1 | $316k | 965.00 | 326.91 | |
| Morgan Stanley Com New (MS) | 0.1 | $304k | 1.8k | 164.57 | |
| Vitesse Energy Common Stock (VTS) | 0.1 | $300k | 17k | 18.16 | |
| Fortinet (FTNT) | 0.1 | $297k | 3.6k | 81.72 | |
| Haleon Spon Ads (HLN) | 0.1 | $288k | 29k | 10.01 | |
| Kraft Heinz (KHC) | 0.1 | $282k | 13k | 22.49 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $279k | 9.6k | 29.08 | |
| Welltower Inc Com reit (WELL) | 0.1 | $277k | 1.4k | 197.71 | |
| Abbott Laboratories (ABT) | 0.1 | $264k | 2.6k | 102.67 | |
| Cisco Systems (CSCO) | 0.1 | $261k | 3.4k | 77.60 | |
| Simon Property (SPG) | 0.1 | $257k | 1.4k | 186.53 | |
| Generac Holdings (GNRC) | 0.1 | $254k | 1.3k | 195.33 | |
| UnitedHealth (UNH) | 0.1 | $248k | 918.00 | 270.59 | |
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $248k | 5.1k | 48.93 | |
| Msci (MSCI) | 0.1 | $247k | 459.00 | 539.01 | |
| Truist Financial Corp equities (TFC) | 0.0 | $240k | 5.2k | 45.97 | |
| Kinder Morgan (KMI) | 0.0 | $234k | 7.0k | 33.53 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $234k | 2.4k | 97.12 | |
| Home Depot (HD) | 0.0 | $230k | 699.00 | 329.11 | |
| Unilever Spon Adr New (UL) | 0.0 | $229k | 4.0k | 56.97 | |
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $228k | 2.2k | 106.21 | |
| AvalonBay Communities (AVB) | 0.0 | $221k | 1.4k | 163.35 | |
| Vanguard World Health Car Etf (VHT) | 0.0 | $217k | 795.00 | 272.28 | |
| American Electric Power Company (AEP) | 0.0 | $216k | 1.7k | 131.08 | |
| Lululemon Athletica (LULU) | 0.0 | $215k | 1.4k | 153.10 | |
| Micron Technology (MU) | 0.0 | $211k | 625.00 | 337.84 | |
| Enterprise Products Partners (EPD) | 0.0 | $208k | 5.5k | 37.84 | |
| Philip Morris International (PM) | 0.0 | $205k | 1.2k | 165.34 | |
| Dominion Resources (D) | 0.0 | $203k | 3.3k | 61.82 | |
| MercadoLibre (MELI) | 0.0 | $201k | 116.00 | 1729.03 | |
| First Virginia Community Bank (FVCB) | 0.0 | $185k | 12k | 15.19 | |
| Lineage Cell Therapeutics In (LCTX) | 0.0 | $21k | 13k | 1.58 | |
| Rani Therapeutics Hldgs Com Cl A (RANI) | 0.0 | $17k | 23k | 0.73 |
