Lafayette Investments, Inc. Top Holdings and 13F Report (2026) About Lafayette Investments, Inc.Investment ActivityLafayette Investments, Inc. has $493.86 million in total holdings as of March 31, 2026.Lafayette Investments, Inc. owns shares of 158 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 4.10% of the portfolio was sold this quarter.This quarter, Lafayette Investments, Inc. has purchased 156 new stocks and bought additional shares in 43 stocks.Lafayette Investments, Inc. sold shares of 69 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $56,105,695Markel Group $38,091,908KLA $25,056,682Alphabet $20,073,540Progressive $17,449,407 Largest New Holdings this Quarter 808524722 - Schwab 1000 Index ETF $609,728 Holding500754106 - Kraft Heinz $281,868 Holding368736104 - Generac $253,929 Holding92204A504 - Vanguard Health Care ETF $216,464 Holding025537101 - American Electric Power $216,282 Holding Largest Purchases this Quarter Salesforce 10,658 shares (about $1.99M)Adobe 6,991 shares (about $1.70M)Paycom Software 12,565 shares (about $1.53M)Intuit 1,668 shares (about $721.21K)Schwab 1000 Index ETF 19,461 shares (about $609.73K) Largest Sales this Quarter BARRICK MNG CORP 83,202 shares (about $3.39M)KLA 1,958 shares (about $2.88M)Corning 20,769 shares (about $2.82M)Markel Group 492 shares (about $941.72K)Berkshire Hathaway 1,757 shares (about $841.95K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLafayette Investments, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$56,105,695$841,954 â–¼-1.5%117,08211.4%FinanceMKLMarkel Group$38,091,908$941,722 â–¼-2.4%19,9017.7%Multi-Sector ConglomeratesKLACKLA$25,056,682$2,883,057 â–¼-10.3%17,0175.1%Computer and TechnologyGOOGAlphabet$20,073,540$387,834 â–¼-1.9%69,9774.1%Computer and TechnologyPGRProgressive$17,449,407$167,512 â–¼-1.0%88,0223.5%FinanceMETAMeta Platforms$16,160,001$351,864 â–¼-2.1%28,2453.3%Computer and TechnologyAAPLApple$14,654,767$104,307 â–¼-0.7%57,7443.0%Computer and TechnologyMSFTMicrosoft$13,624,910$84,399 â–²0.6%36,8072.8%Computer and TechnologyJNJJohnson & Johnson$10,604,199$317,280 â–¼-2.9%43,3822.1%MedicalLOWLowe's Companies$10,379,389$18,903 â–¼-0.2%43,9282.1%Retail/WholesaleBARRICK MNG CORP$10,007,134$3,393,810 â–¼-25.3%245,3332.0%COM SHSNSCNorfolk Southern$9,153,965$440,263 â–¼-4.6%31,8951.9%TransportationAZOAutoZone$9,133,518$118,222 â–¼-1.3%2,7041.8%Retail/WholesaleSCHWCharles Schwab$8,914,929$77,439 â–¼-0.9%94,8601.8%FinancePAYXPaychex$8,245,122$5,435 â–²0.1%89,5041.7%Computer and TechnologyLMTLockheed Martin$8,176,145$36,263 â–¼-0.4%13,5281.7%AerospaceTROWT. Rowe Price Group$7,734,909$53,183 â–²0.7%85,8101.6%FinanceLLoews$7,672,472$111,330 â–¼-1.4%71,8801.6%FinancePEPPepsiCo$7,136,968$151,097 â–¼-2.1%45,9591.4%Consumer StaplesXOMExxonMobil$6,869,405$103,833 â–¼-1.5%40,4891.4%EnergyJEFJefferies Financial Group$5,679,071$949 â–²0.0%137,6081.1%FinancePAYCPaycom Software$5,506,761$1,527,157 â–²38.4%45,3081.1%Computer and TechnologySBUXStarbucks$5,187,663$532,707 â–¼-9.3%57,9041.1%Retail/WholesaleCOSTCostco Wholesale$4,974,179$99,643 â–²2.0%4,9921.0%Retail/WholesaleAMZNAmazon.com$4,899,969$187,443 â–²4.0%23,5271.0%Retail/WholesaleGPCGenuine Parts$4,834,050$52,558 â–¼-1.1%45,7121.0%Retail/WholesaleKOCocaCola$4,798,092$37,873 â–¼-0.8%63,0911.0%Consumer StaplesJPMJPMorgan Chase & Co.$4,606,422$67,361 â–¼-1.4%15,6600.9%FinancePHParker-Hannifin$4,525,654$455,699 â–¼-9.1%5,0550.9%IndustrialsGHCGraham$4,492,835$42,286 â–¼-0.9%4,2500.9%Consumer DiscretionaryMSGSMadison Square Garden$4,292,051$43,390 â–¼-1.0%13,3540.9%Consumer DiscretionaryLIILennox International$4,166,496$125,315 â–¼-2.9%8,9770.8%ConstructionALLEAllegion$3,428,554$71,192 â–¼-2.0%23,5980.7%IndustrialsMARSH & MCLENNAN COS INC$3,338,393$17,345 â–¼-0.5%19,2470.7%COMDISWalt Disney$3,296,794$52,527 â–¼-1.6%34,2060.7%Consumer DiscretionaryADBEAdobe$3,274,774$1,699,372 â–²107.9%13,4720.7%Computer and TechnologyASMLASML$3,269,0550.0%2,4750.7%Computer and TechnologyESABESAB$3,221,619$90,571 â–¼-2.7%33,3290.7%IndustrialsACNAccenture$3,209,721$69,203 â–²2.2%16,1870.6%Computer and TechnologyTXNTexas Instruments$3,165,966$133,565 â–¼-4.0%16,3080.6%Computer and TechnologyPYPLPayPal$3,064,759$143,425 â–²4.9%67,7590.6%Business ServicesCHKPCheck Point Software Technologies$3,058,133$102,852 â–¼-3.3%21,4080.6%Computer and TechnologyAOSA. O. Smith$3,043,857$120,670 â–¼-3.8%46,1610.6%IndustrialsVVisa$2,740,108$115,456 â–²4.4%9,0660.6%Business ServicesDEODiageo$2,730,877$11,465 â–²0.4%36,6810.6%Consumer StaplesARISTA NETWORKS INC$2,694,530$573,997 â–¼-17.6%21,9460.5%COM SHSNVONovo Nordisk A/S$2,662,722$121,900 â–²4.8%72,4550.5%MedicalCVXChevron$2,530,594$92,071 â–¼-3.5%12,2310.5%EnergyHASHasbro$2,448,764$38,563 â–¼-1.6%26,1620.5%Consumer DiscretionaryBACBank of America$2,443,838$15,356 â–¼-0.6%50,1300.5%FinancePROFESIONALLY MANAGED PORTFO$2,393,683$37,206 â–²1.6%45,2920.5%AKRE FOCUS ETFCMGChipotle Mexican Grill$2,387,338$6,754 â–²0.3%74,5810.5%Retail/WholesaleCRMSalesforce$2,340,096$1,989,530 â–²567.5%12,5360.5%Computer and TechnologyMHKMohawk Industries$2,326,216$116,183 â–¼-4.8%23,6260.5%Consumer DiscretionaryGLWCorning$2,325,359$2,823,961 â–¼-54.8%17,1020.5%Computer and TechnologyNKENIKE$2,228,765$64,230 â–¼-2.8%42,1950.5%Consumer DiscretionaryAONAON$2,194,904$41,961 â–²1.9%6,8000.4%FinanceAVGOBroadcom$1,982,103$40,236 â–²2.1%6,4040.4%Computer and TechnologyWATWaters$1,912,174$100,656 â–¼-5.0%6,4210.4%MedicalMCDMcDonald's$1,791,748$32,634 â–²1.9%5,7650.4%Retail/WholesaleHSYHershey$1,711,429$3,950 â–¼-0.2%8,2320.3%Consumer StaplesBF.BBrown-Forman$1,617,785$33,050 â–¼-2.0%61,1870.3%Consumer StaplesGSKGSK$1,272,682$13,246 â–¼-1.0%23,0600.3%MedicalDHRDanaher$1,266,149$199,080 â–¼-13.6%6,6780.3%MedicalCATCaterpillar$1,229,6890.0%1,7360.2%IndustrialsNVDANVIDIA$1,209,1160.0%6,9330.2%Computer and TechnologySEICSEI Investments$1,194,392$3,924 â–¼-0.3%15,2210.2%FinanceOTISOtis Worldwide$1,166,838$25,745 â–¼-2.2%15,1380.2%IndustrialsMRKMerck & Co., Inc.$1,158,995$6,135 â–¼-0.5%9,6350.2%MedicalCRWDCrowdStrike$1,122,429$117,123 â–²11.7%2,8750.2%Computer and TechnologyBKNGBooking$1,115,735$46,314 â–²4.3%2650.2%Retail/WholesaleWFCWells Fargo & Company$1,084,126$5,732 â–¼-0.5%13,6180.2%FinanceCTSHCognizant Technology Solutions$1,059,760$47,546 â–²4.7%17,2740.2%Computer and TechnologyGOOGLAlphabet$1,059,659$30,194 â–¼-2.8%3,6850.2%Computer and TechnologyIBMInternational Business Machines$1,040,338$109,076 â–²11.7%4,2920.2%Computer and TechnologyINTUIntuit$1,023,012$721,210 â–²239.0%2,3660.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$987,621$110,354 â–²12.6%5,1460.2%ETFFDSFactSet Research Systems$981,663$10,633 â–²1.1%4,5240.2%Business ServicesSPYSPDR S&P 500 ETF Trust$968,3570.0%1,4890.2%FinanceRTXRTX$951,5760.0%4,9330.2%AerospaceVZVerizon Communications$911,672$160,638 â–¼-15.0%18,1610.2%Computer and TechnologyGLDSPDR Gold Shares$892,422$7,315 â–¼-0.8%2,0740.2%FinanceUBERUber Technologies$867,908$124,511 â–²16.7%12,0660.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$838,719$94,332 â–²12.7%2,6140.2%ETFETNEaton$833,372$44,709 â–¼-5.1%2,3300.2%IndustrialsHONHoneywell International$777,5440.0%3,4400.2%Multi-Sector ConglomeratesSPGIS&P Global$771,142$296,888 â–²62.6%1,8130.2%FinancePANWPalo Alto Networks$718,555$32,064 â–²4.7%4,4820.1%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceTTTrane Technologies$717,6270.0%1,7220.1%ConstructionABNBAirbnb$711,083$52,406 â–²8.0%5,6310.1%Consumer DiscretionaryZTSZoetis$692,941$151,544 â–²28.0%5,8620.1%MedicalSLBSLB$668,0700.0%13,0000.1%EnergyFNDXSchwab Fundamental U.S. Large Company ETF$661,3540.0%23,7470.1%ETFADPAutomatic Data Processing$616,042$28,039 â–²4.8%3,0320.1%Computer and TechnologySCHKSchwab 1000 Index ETF$609,728$609,728 â–²New Holding19,4610.1%ETFMOAltria Group$606,3170.0%9,1880.1%Consumer StaplesGDGeneral Dynamics$600,292$23,339 â–¼-3.7%1,7490.1%AerospaceFDXFedEx$576,6560.0%1,6190.1%TransportationVIGIVanguard International Dividend Appreciation ETF$553,532$21,586 â–²4.1%6,2570.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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