Lafayette Investments, Inc. Top Holdings and 13F Report (2026)

About Lafayette Investments, Inc.

Investment Activity

Lafayette Investments, Inc. has $542.44 million in total holdings as of June 30, 2026.
Lafayette Investments, Inc. owns shares of 162 different stocks, but just 43 companies or ETFs make up 80% of its holdings.
Approximately 9.84% of the portfolio was purchased this quarter.
About 1.97% of the portfolio was sold this quarter.
This quarter, Lafayette Investments, Inc. has purchased 158 new stocks and bought additional shares in 46 stocks.
Lafayette Investments, Inc. sold shares of 75 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $59,290,711
KLA: $44,083,654
Markel Group: $38,911,772
Alphabet: $24,169,968
Progressive: $19,355,025

Largest New Holdings this Quarter

43849R105 - HONEYWELL AEROSPACE INC: $463,163 Holding
808524797 - Schwab US Dividend Equity ETF: $441,097 Holding
438516205 - HONEYWELL INTL INC: $385,108 Holding
573874104 - Marvell Technology: $297,890 Holding
24703L202 - Dell Technologies: $280,449 Holding

Largest Purchases this Quarter

KLA: 129,096 shares (about $38.95M)
Zoetis: 36,243 shares (about $2.60M)
Booking: 6,670 shares (about $1.19M)
Vanguard International Dividend Appreciation ETF: 12,515 shares (about $1.17M)
Accenture: 8,044 shares (about $1.00M)

Largest Sales this Quarter

Apple: 4,332 shares (about $1.25M)
Texas Instruments: 3,230 shares (about $962.73K)
Corning: 3,373 shares (about $861.57K)
Starbucks: 6,477 shares (about $661.88K)
Caterpillar: 585 shares (about $622.81K)

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	$59,290,711	$704,049 â–²	1.2%	118,489	10.9%	Finance
KLAC KLA	$44,083,654	$38,949,466 â–²	758.6%	146,113	8.1%	Technology
MKL Markel Group	$38,911,772	$44,919 â–²	0.1%	19,924	7.2%	Finance
GOOG Alphabet	$24,169,968	$555,083 â–¼	-2.2%	68,406	4.5%	Communication Services
PGR Progressive	$19,355,025	$126,700 â–²	0.7%	88,602	3.6%	Finance
META Meta Platforms	$15,894,690	$15,209 â–¼	-0.1%	28,218	2.9%	Communication Services
AAPL Apple	$15,455,207	$1,253,500 â–¼	-7.5%	53,412	2.8%	Technology
MSFT Microsoft	$14,479,116	$749,396 â–²	5.5%	38,816	2.7%	Technology
JNJ Johnson & Johnson	$10,763,833	$253,972 â–¼	-2.3%	42,382	2.0%	Healthcare
NSC Norfolk Southern	$10,030,180	$3,775 â–¼	0.0%	31,883	1.8%	Industrials
LOW Lowe's Companies	$9,731,423	$45,642 â–²	0.5%	44,135	1.8%	Consumer Discretionary
TROW T. Rowe Price Group	$9,592,863	$162,918 â–¼	-1.7%	84,377	1.8%	Finance
PAYX Paychex	$9,123,120	$322,226 â–²	3.7%	92,781	1.7%	Industrials
BARRICK MNG CORP	$8,869,194	$141,888 â–¼	-1.6%	241,470	1.6%	COM SHS
SCHW Charles Schwab	$8,808,981	$56,284 â–²	0.6%	95,470	1.6%	Finance
AZO AutoZone	$8,593,883	$47,939 â–¼	-0.6%	2,689	1.6%	Consumer Discretionary
L Loews	$8,099,497	$38,039 â–¼	-0.5%	71,544	1.5%	Finance
JEF Jefferies Financial Group	$6,883,761	$6,098 â–²	0.1%	137,730	1.3%	Finance
LMT Lockheed Martin	$6,812,184	$79,988 â–¼	-1.2%	13,371	1.3%	Industrials
PEP PepsiCo	$6,215,877	$6,905 â–¼	-0.1%	45,908	1.1%	Consumer Staples
PAYC Paycom Software	$6,124,794	$430,456 â–²	7.6%	48,733	1.1%	Technology
AMZN Amazon.com	$5,898,200	$290,775 â–²	5.2%	24,747	1.1%	Consumer Discretionary
XOM ExxonMobil	$5,475,241	$60,430 â–¼	-1.1%	40,047	1.0%	Energy
MSGS Madison Square Garden	$5,362,247	$4,018 â–¼	-0.1%	13,344	1.0%	Communication Services
GPC Genuine Parts	$5,347,607	$45,541 â–¼	-0.8%	45,326	1.0%	Consumer Discretionary
SBUX Starbucks	$5,255,316	$661,883 â–¼	-11.2%	51,427	1.0%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$5,154,052	$28,150 â–²	0.5%	15,746	1.0%	Finance
LII Lennox International	$5,115,871	$27,502 â–¼	-0.5%	8,929	0.9%	Industrials
KO CocaCola	$5,098,740	$28,688 â–¼	-0.6%	62,738	0.9%	Consumer Staples
PH Parker-Hannifin	$4,943,677	$978 â–¼	0.0%	5,054	0.9%	Industrials
GHC Graham	$4,843,645	$6,848 â–¼	-0.1%	4,244	0.9%	Consumer Discretionary
ASML ASML	$4,748,794	$175,071 â–¼	-3.6%	2,387	0.9%	Technology
COST Costco Wholesale	$4,482,773	$187,094 â–¼	-4.0%	4,792	0.8%	Consumer Staples
TXN Texas Instruments	$3,898,020	$962,732 â–¼	-19.8%	13,078	0.7%	Technology
ARISTA NETWORKS INC	$3,642,907	$85,280 â–¼	-2.3%	21,444	0.7%	COM SHS
NVO Novo Nordisk A/S	$3,523,543	$50,049 â–²	1.4%	73,499	0.6%	Healthcare
GLW Corning	$3,506,799	$861,566 â–¼	-19.7%	13,729	0.6%	Technology
DIS Walt Disney	$3,339,798	$47,452 â–²	1.4%	34,699	0.6%	Communication Services
ESAB ESAB	$3,256,624	$30,575 â–¼	-0.9%	33,019	0.6%	Industrials
MARSH & MCLENNAN COS INC	$3,239,565	$31,667 â–²	1.0%	19,437	0.6%	COM
ALLE Allegion	$3,214,412	$100,872 â–¼	-3.0%	22,880	0.6%	Industrials
V Visa	$3,119,375	$8,920 â–²	0.3%	9,092	0.6%	Finance
ZTS Zoetis	$3,025,695	$2,604,448 â–²	618.3%	42,105	0.6%	Healthcare
ACN Accenture	$3,015,306	$1,000,995 â–²	49.7%	24,231	0.6%	Technology
MHK Mohawk Industries	$2,906,218	$39,675 â–²	1.4%	23,953	0.5%	Consumer Discretionary
PYPL PayPal	$2,858,396	$67,447 â–¼	-2.3%	66,197	0.5%	Finance
DEO Diageo	$2,833,856	$114,541 â–¼	-3.9%	35,256	0.5%	Consumer Staples
CHKP Check Point Software Technologies	$2,799,854	$13,800 â–¼	-0.5%	21,303	0.5%	Technology
BAC Bank of America	$2,793,730	$62,678 â–¼	-2.2%	49,030	0.5%	Finance
ADBE Adobe	$2,740,093	$21,937 â–¼	-0.8%	13,365	0.5%	Technology
AOS A. O. Smith	$2,693,197	$202,021 â–¼	-7.0%	42,940	0.5%	Industrials
CMG Chipotle Mexican Grill	$2,619,938	$84,184 â–²	3.3%	77,057	0.5%	Consumer Discretionary
WAT Waters	$2,384,880	$23,252 â–¼	-1.0%	6,359	0.4%	Healthcare
CRM Salesforce	$2,364,000	$400,110 â–²	20.4%	15,090	0.4%	Technology
PROFESIONALLY MANAGED PORTFO	$2,330,946	$78,136 â–¼	-3.2%	43,823	0.4%	AKRE FOCUS ETF
AON AON	$2,248,859	$6,634 â–¼	-0.3%	6,780	0.4%	Finance
AVGO Broadcom	$2,173,574	$245,538 â–¼	-10.1%	5,754	0.4%	Technology
HAS Hasbro	$2,154,526	$6,194 â–¼	-0.3%	26,087	0.4%	Consumer Discretionary
CRWD CrowdStrike	$2,113,898	$80,130 â–¼	-3.7%	2,770	0.4%	Technology
CVX Chevron	$2,061,392	$33,981 â–²	1.7%	12,436	0.4%	Energy
NKE NIKE	$1,948,602	$216,498 â–²	12.5%	47,469	0.4%	Consumer Discretionary
VIGI Vanguard International Dividend Appreciation ETF	$1,752,908	$1,168,636 â–²	200.0%	18,772	0.3%	ETF
BF.B Brown-Forman	$1,506,765	$123,869 â–¼	-7.6%	56,539	0.3%	Consumer Staples
MCD McDonald's	$1,490,384	$67,843 â–¼	-4.4%	5,514	0.3%	Consumer Discretionary
NVDA NVIDIA	$1,444,850	$57,626 â–²	4.2%	7,221	0.3%	Technology
PANW Palo Alto Networks	$1,443,197	$85,255 â–¼	-5.6%	4,232	0.3%	Technology
HSY Hershey	$1,432,508	$11,755 â–¼	-0.8%	8,165	0.3%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,309,735	$342,330 â–²	35.4%	3,539	0.2%	ETF
GOOGL Alphabet	$1,297,254	$19,655 â–¼	-1.5%	3,630	0.2%	Communication Services
IBM International Business Machines	$1,263,196	$56,242 â–²	4.7%	4,492	0.2%	Technology
SEIC SEI Investments	$1,250,394	$84,640 â–¼	-6.3%	14,256	0.2%	Finance
DHR Danaher	$1,245,740	$26,286 â–¼	-2.1%	6,540	0.2%	Healthcare
BKNG Booking	$1,236,095	$1,188,861 â–²	2,517.0%	6,935	0.2%	Consumer Discretionary
CAT Caterpillar	$1,225,399	$622,814 â–¼	-33.7%	1,151	0.2%	Industrials
GSK GSK	$1,208,806		0.0%	23,060	0.2%	Healthcare
MRK Merck & Co., Inc.	$1,191,838	$46,260 â–¼	-3.7%	9,275	0.2%	Healthcare
RSP Invesco S&P 500 Equal Weight ETF	$1,142,788	$47,873 â–²	4.4%	5,371	0.2%	ETF
WFC Wells Fargo & Company	$1,125,450	$83 â–²	0.0%	13,619	0.2%	Finance
MA Mastercard	$1,102,186	$760,128 â–²	222.2%	2,146	0.2%	Finance
UBER Uber Technologies	$1,068,113	$197,430 â–²	22.7%	14,802	0.2%	Industrials
FDS FactSet Research Systems	$1,046,404	$5,522 â–²	0.5%	4,548	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$972,295	$139,646 â–¼	-12.6%	1,302	0.2%	ETF
ETN Eaton	$966,867	$25,993 â–¼	-2.6%	2,269	0.2%	Industrials
OTIS Otis Worldwide	$965,025	$118,856 â–¼	-11.0%	13,478	0.2%	Industrials
RTX RTX	$935,939		0.0%	4,933	0.2%	Industrials
ABNB Airbnb	$855,309	$49,513 â–²	6.1%	5,977	0.2%	Consumer Discretionary
TT Trane Technologies	$845,778		0.0%	1,722	0.2%	Industrials
INTU Intuit	$825,804	$208,278 â–²	33.7%	3,164	0.2%	Technology
SPGI S&P Global	$771,758	$33,395 â–²	4.5%	1,895	0.1%	Finance
GLD SPDR Gold Shares	$751,864	$12,157 â–¼	-1.6%	2,041	0.1%	ETF
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.1%	Finance
FNDX Schwab Fundamental U.S. Large Company ETF	$736,293	$2,239 â–¼	-0.3%	23,675	0.1%	ETF
ADP Automatic Data Processing	$703,875	$24,858 â–²	3.7%	3,143	0.1%	Industrials
SCHK Schwab 1000 Index ETF	$703,618	$1,839 â–²	0.3%	19,512	0.1%	ETF
ALRS Alerus Financial	$681,090		0.0%	21,900	0.1%	Finance
MO Altria Group	$661,077		0.0%	9,188	0.1%	Consumer Staples
VZ Verizon Communications	$637,674	$131,252 â–¼	-17.1%	15,061	0.1%	Communication Services
MAR Marriott International	$637,054	$279,429 â–²	78.1%	1,719	0.1%	Consumer Discretionary
GD General Dynamics	$610,002	$9,564 â–¼	-1.5%	1,722	0.1%	Industrials
SLB SLB	$557,880	$46,490 â–¼	-7.7%	12,000	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Lafayette Investments, Inc. Top Holdings and 13F Report (2026)

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 (2026)

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