Lafayette Investments, Inc. Top Holdings and 13F Report (2025)

About Lafayette Investments, Inc.

Investment Activity

Lafayette Investments, Inc. has $494.76 million in total holdings as of June 30, 2025.
Lafayette Investments, Inc. owns shares of 151 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 3.79% of the portfolio was purchased this quarter.
About 2.71% of the portfolio was sold this quarter.
This quarter, Lafayette Investments, Inc. has purchased 146 new stocks and bought additional shares in 58 stocks.
Lafayette Investments, Inc. sold shares of 52 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $57,342,720
Markel Group: $40,318,709
Progressive: $23,796,873
Meta Platforms: $20,785,829
Microsoft: $17,944,526

Largest New Holdings this Quarter

06849F108 - BARRICK MNG CORP: $6,879,990 Holding
26441C204 - Duke Energy: $460,672 Holding
747525103 - QUALCOMM: $444,973 Holding
68389X105 - Oracle: $278,754 Holding
89832Q109 - Truist Financial: $246,204 Holding

Largest Purchases this Quarter

BARRICK MNG CORP: 330,451 shares (about $6.88M)
Novo Nordisk A/S: 40,725 shares (about $2.81M)
Texas Instruments: 6,016 shares (about $1.25M)
Exxon Mobil: 6,808 shares (about $733.91K)
JPMorgan Chase & Co.: 1,827 shares (about $529.67K)

Largest Sales this Quarter

Ulta Beauty: 1,861 shares (about $870.61K)
Progressive: 1,605 shares (about $428.31K)
AutoZone: 104 shares (about $386.07K)
Lowe's Companies: 1,637 shares (about $363.20K)
Berkshire Hathaway: 723 shares (about $351.21K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$57,342,720	$351,212 ▼	-0.6%	118,045	11.6%	Finance
MKL Markel Group	$40,318,709	$123,836 ▼	-0.3%	20,186	8.1%	Multi-Sector Conglomerates
PGR Progressive	$23,796,873	$428,308 ▼	-1.8%	89,174	4.8%	Finance
META Meta Platforms	$20,785,829	$224,377 ▲	1.1%	28,162	4.2%	Computer and Technology
MSFT Microsoft	$17,944,526	$48,249 ▼	-0.3%	36,076	3.6%	Computer and Technology
KLAC KLA	$17,939,413	$149,592 ▲	0.8%	20,027	3.6%	Computer and Technology
GOOG Alphabet	$13,000,946	$335,445 ▲	2.6%	73,290	2.6%	Computer and Technology
PAYX Paychex	$12,809,814	$180,662 ▲	1.4%	88,064	2.6%	Computer and Technology
AAPL Apple	$11,968,537	$88,018 ▲	0.7%	58,335	2.4%	Computer and Technology
AZO AutoZone	$11,712,086	$386,072 ▼	-3.2%	3,155	2.4%	Retail/Wholesale
LOW Lowe's Companies	$10,079,916	$363,198 ▼	-3.5%	45,432	2.0%	Retail/Wholesale
SCHW Charles Schwab	$8,836,493	$59,397 ▼	-0.7%	96,849	1.8%	Finance
NSC Norfolk Southern	$8,579,856	$56,057 ▼	-0.6%	33,519	1.7%	Transportation
TROW T. Rowe Price Group	$8,314,060	$95,535 ▼	-1.1%	86,156	1.7%	Finance
JEF Jefferies Financial Group	$7,591,534	$2,625 ▼	0.0%	138,810	1.5%	Finance
JNJ Johnson & Johnson	$7,291,468	$45,977 ▼	-0.6%	47,735	1.5%	Medical
BARRICK MNG CORP	$6,879,990	$6,879,990 ▲	New Holding	330,451	1.4%	COM SHS
L Loews	$6,727,203	$18,424 ▲	0.3%	73,393	1.4%	Finance
PAYC Paycom Software	$6,675,820	$118,013 ▲	1.8%	28,850	1.3%	Computer and Technology
LMT Lockheed Martin	$6,455,612	$119,488 ▼	-1.8%	13,939	1.3%	Aerospace
PEP PepsiCo	$6,419,209	$107,084 ▲	1.7%	48,616	1.3%	Consumer Staples
SBUX Starbucks	$5,939,656	$114,904 ▼	-1.9%	64,822	1.2%	Retail/Wholesale
COST Costco Wholesale	$5,808,968	$247,485 ▼	-4.1%	5,868	1.2%	Retail/Wholesale
GPC Genuine Parts	$5,760,164	$53,498 ▼	-0.9%	47,483	1.2%	Retail/Wholesale
DEO Diageo	$5,741,359	$139,261 ▼	-2.4%	56,935	1.2%	Consumer Staples
LII Lennox International	$5,381,578	$274,009 ▼	-4.8%	9,388	1.1%	Construction
CHKP Check Point Software Technologies	$4,986,090	$274,350 ▼	-5.2%	22,536	1.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,651,929	$529,669 ▲	12.8%	16,046	0.9%	Finance
KO CocaCola	$4,559,919	$12,947 ▼	-0.3%	64,451	0.9%	Consumer Staples
PYPL PayPal	$4,482,388	$146,782 ▲	3.4%	60,312	0.9%	Business Services
XOM Exxon Mobil	$4,481,929	$733,908 ▲	19.6%	41,576	0.9%	Energy
AMZN Amazon.com	$4,371,346	$449,969 ▲	11.5%	19,925	0.9%	Retail/Wholesale
PH Parker-Hannifin	$4,340,315	$68,450 ▼	-1.6%	6,214	0.9%	Industrials
DIS Walt Disney	$4,336,091	$85,318 ▼	-1.9%	34,966	0.9%	Consumer Discretionary
ACN Accenture	$4,318,961	$84,586 ▲	2.0%	14,450	0.9%	Computer and Technology
MMC Marsh & McLennan Companies	$4,290,592	$35,857 ▼	-0.8%	19,624	0.9%	Finance
ALLE Allegion	$4,249,667	$253,939 ▼	-5.6%	29,487	0.9%	Industrials
ESAB ESAB	$4,129,788	$28,691 ▼	-0.7%	34,258	0.8%	Industrials
GHC Graham	$4,116,267		0.0%	4,350	0.8%	Consumer Discretionary
TXN Texas Instruments	$3,675,615	$1,249,012 ▲	51.5%	17,704	0.7%	Computer and Technology
GLW Corning	$3,431,634	$108,913 ▼	-3.1%	65,253	0.7%	Computer and Technology
AOS A. O. Smith	$3,404,592	$25,441 ▲	0.8%	51,923	0.7%	Industrials
NVO Novo Nordisk A/S	$3,295,982	$2,810,840 ▲	579.4%	47,754	0.7%	Medical
NKE NIKE	$3,205,888	$18,826 ▼	-0.6%	45,128	0.6%	Consumer Discretionary
ARISTA NETWORKS INC	$3,043,928	$6,241 ▲	0.2%	29,752	0.6%	COM SHS
V Visa	$2,905,730	$72,785 ▲	2.6%	8,184	0.6%	Business Services
MSGS Madison Square Garden	$2,846,993	$110,954 ▼	-3.8%	13,625	0.6%	Consumer Discretionary
WAT Waters	$2,737,172	$159,860 ▼	-5.5%	7,842	0.6%	Medical
MHK Mohawk Industries	$2,643,122	$32,291 ▲	1.2%	25,211	0.5%	Consumer Discretionary
BAC Bank of America	$2,565,549	$2,366 ▼	-0.1%	54,217	0.5%	Finance
AON AON	$2,366,390	$31,752 ▲	1.4%	6,633	0.5%	Finance
HAS Hasbro	$2,061,424	$57,506 ▼	-2.7%	27,925	0.4%	Consumer Discretionary
ADBE Adobe	$2,023,383	$475,863 ▲	30.8%	5,230	0.4%	Computer and Technology
MCD McDonald's	$1,822,974	$87,949 ▼	-4.6%	6,239	0.4%	Retail/Wholesale
CVX Chevron	$1,813,072	$11,455 ▼	-0.6%	12,662	0.4%	Energy
DHR Danaher	$1,671,386	$1,975 ▼	-0.1%	8,461	0.3%	Medical
AVGO Broadcom	$1,662,170	$227,411 ▲	15.9%	6,030	0.3%	Computer and Technology
HSY Hershey	$1,451,660	$25,555 ▼	-1.7%	8,748	0.3%	Consumer Staples
BKNG Booking	$1,389,418	$5,789 ▲	0.4%	240	0.3%	Retail/Wholesale
SEIC SEI Investments	$1,372,522	$13,030 ▼	-0.9%	15,274	0.3%	Finance
CTSH Cognizant Technology Solutions	$1,319,332	$5,618 ▼	-0.4%	16,908	0.3%	Computer and Technology
OTIS Otis Worldwide	$1,315,976	$40,400 ▲	3.2%	13,290	0.3%	Industrials
ULTA Ulta Beauty	$1,245,805	$870,613 ▼	-41.1%	2,663	0.3%	Retail/Wholesale
WFC Wells Fargo & Company	$1,185,376	$48,072 ▼	-3.9%	14,795	0.2%	Finance
ASML ASML	$1,178,044	$28,049 ▲	2.4%	1,470	0.2%	Computer and Technology
ADP Automatic Data Processing	$1,168,528	$12,028 ▲	1.0%	3,789	0.2%	Computer and Technology
CRWD CrowdStrike	$1,158,681	$63,664 ▼	-5.2%	2,275	0.2%	Computer and Technology
IBM International Business Machines	$1,135,493		0.0%	3,852	0.2%	Computer and Technology
NVDA NVIDIA	$1,022,986	$23,699 ▲	2.4%	6,475	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$926,158		0.0%	1,499	0.2%	Finance
GSK GSK	$894,720		0.0%	23,300	0.2%	Medical
WHR Whirlpool	$893,734	$101 ▲	0.0%	8,812	0.2%	Consumer Discretionary
UBER Uber Technologies	$823,466	$45,530 ▲	5.9%	8,826	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$822,948	$107,024 ▲	14.9%	10,396	0.2%	Medical
ETN Eaton	$821,077	$26,774 ▼	-3.2%	2,300	0.2%	Industrials
HON Honeywell International	$766,176		0.0%	3,290	0.2%	Multi-Sector Conglomerates
VZ Verizon Communications	$761,630	$58,111 ▲	8.3%	17,602	0.2%	Computer and Technology
TT Trane Technologies	$753,221		0.0%	1,722	0.2%	Construction
BRK.A Berkshire Hathaway	$728,800		0.0%	1	0.1%	Finance
GOOGL Alphabet	$720,781	$34,717 ▼	-4.6%	4,090	0.1%	Computer and Technology
RTX RTX	$720,317		0.0%	4,933	0.1%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$696,428	$3,635 ▲	0.5%	3,832	0.1%	ETF
CAT Caterpillar	$673,824		0.0%	1,736	0.1%	Industrials
GLD SPDR Gold Shares	$646,545		0.0%	2,121	0.1%	Finance
VTI Vanguard Total Stock Market ETF	$617,501	$312,093 ▲	102.2%	2,032	0.1%	ETF
GD General Dynamics	$603,153	$20,125 ▲	3.5%	2,068	0.1%	Aerospace
FNDX Schwab Fundamental U.S. Large Company ETF	$583,684	$2,086 ▲	0.4%	23,785	0.1%	ETF
PANW Palo Alto Networks	$562,760		0.0%	2,750	0.1%	Computer and Technology
PG Procter & Gamble	$558,026	$319 ▲	0.1%	3,503	0.1%	Consumer Staples
ZTS Zoetis	$541,615	$65,967 ▲	13.9%	3,473	0.1%	Medical
SLB Schlumberger	$540,800	$67,600 ▲	14.3%	16,000	0.1%	Energy
MO Altria Group	$538,693	$32,247 ▼	-5.6%	9,188	0.1%	Consumer Staples
COF Capital One Financial	$519,560	$150,634 ▲	40.8%	2,442	0.1%	Finance
MAR Marriott International	$502,160	$9,289 ▲	1.9%	1,838	0.1%	Consumer Discretionary
PFE Pfizer	$496,996		0.0%	20,503	0.1%	Medical
INTC Intel	$481,522	$22 ▼	0.0%	21,496	0.1%	Computer and Technology
DUK Duke Energy	$460,672	$460,672 ▲	New Holding	3,904	0.1%	Utilities
QCOM QUALCOMM	$444,973	$444,973 ▲	New Holding	2,794	0.1%	Computer and Technology
SPGI S&P Global	$441,342	$36,910 ▲	9.1%	837	0.1%	Finance
ALRS Alerus Financial	$434,964		0.0%	20,100	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Lafayette Investments, Inc. Top Holdings and 13F Report (2025)

About Lafayette Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Lafayette Investments, Inc. Top Holdings and 13F Report (2025)

About Lafayette Investments, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLafayette Investments, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools