Lafayette Investments, Inc. Top Holdings and 13F Report (2024)

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About Lafayette Investments, Inc.

Investment Activity

Lafayette Investments, Inc. has $445.12 million in total holdings as of March 31, 2024.
Lafayette Investments, Inc. owns shares of 141 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 1.46% of the portfolio was purchased this quarter.
About 1.48% of the portfolio was sold this quarter.
This quarter, Lafayette Investments, Inc. has purchased 135 new stocks and bought additional shares in 53 stocks.
Lafayette Investments, Inc. sold shares of 46 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $53,818,991
Markel Group: $31,076,229
Progressive: $20,141,088
Microsoft: $14,775,034
KLA: $13,688,704

Largest New Holdings this Quarter

Booking: $384,556 Holding
Eli Lilly and Company: $252,837 Holding
GE HealthCare Technologies: $230,821 Holding
Emerson Electric: $223,438 Holding
Palo Alto Networks: $213,098 Holding

Largest Purchases this Quarter

Starbucks: 6,096 shares (about $557.11K)
Booking: 106 shares (about $384.56K)
McDonald's: 1,082 shares (about $305.07K)
Texas Instruments: 1,712 shares (about $298.26K)
Eli Lilly and Company: 325 shares (about $252.84K)

Largest Sales this Quarter

Madison Square Garden Sports: 3,887 shares (about $717.24K)
Meta Platforms: 1,122 shares (about $544.81K)
Lennox International: 926 shares (about $452.59K)
Spotify Technology: 1,620 shares (about $427.52K)
Berkshire Hathaway: 1,001 shares (about $420.94K)

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	$53,818,991	$420,941 ▼	-0.8%	127,982	12.1%	Finance
MKL Markel Group	$31,076,229	$51,730 ▲	0.2%	20,425	7.0%	Multi-Sector Conglomerates
PGR Progressive	$20,141,088	$196,065 ▼	-1.0%	97,385	4.5%	Finance
MSFT Microsoft	$14,775,034	$18,512 ▲	0.1%	35,118	3.3%	Computer and Technology
KLAC KLA	$13,688,704	$185,823 ▲	1.4%	19,595	3.1%	Computer and Technology
META Meta Platforms	$13,369,251	$544,812 ▼	-3.9%	27,533	3.0%	Computer and Technology
LOW Lowe's Companies	$11,316,883	$51,710 ▲	0.5%	44,427	2.5%	Retail/Wholesale
TROW T. Rowe Price Group	$10,975,868	$100,950 ▼	-0.9%	90,025	2.5%	Finance
GOOG Alphabet	$10,762,346	$105,364 ▲	1.0%	70,684	2.4%	Computer and Technology
PAYX Paychex	$10,760,998	$13,385 ▼	-0.1%	87,630	2.4%	Business Services
LII Lennox International	$10,531,180	$452,586 ▼	-4.1%	21,547	2.4%	Construction
AZO AutoZone	$10,324,806	$40,971 ▲	0.4%	3,276	2.3%	Retail/Wholesale
AAPL Apple	$9,992,614	$163,934 ▲	1.7%	58,273	2.2%	Computer and Technology
NSC Norfolk Southern	$8,934,012	$55,817 ▼	-0.6%	35,053	2.0%	Transportation
JEF Jefferies Financial Group	$8,146,276	$31,223 ▼	-0.4%	184,723	1.8%	Finance
LMT Lockheed Martin	$8,086,876	$81,424 ▲	1.0%	17,778	1.8%	Aerospace
DEO Diageo	$7,959,382	$72,139 ▲	0.9%	53,512	1.8%	Consumer Staples
JNJ Johnson & Johnson	$7,800,311	$3,322 ▼	0.0%	49,310	1.8%	Medical
GPC Genuine Parts	$7,570,628	$4,648 ▲	0.1%	48,865	1.7%	Auto/Tires/Trucks
PEP PepsiCo	$7,030,176	$158,560 ▲	2.3%	40,170	1.6%	Consumer Staples
SCHW Charles Schwab	$7,018,164	$75,523 ▲	1.1%	97,016	1.6%	Finance
SBUX Starbucks	$6,348,730	$557,110 ▲	9.6%	69,469	1.4%	Retail/Wholesale
L Loews	$6,034,124	$33,743 ▼	-0.6%	77,074	1.4%	Finance
PH Parker-Hannifin	$6,005,417	$6,670 ▼	-0.1%	10,805	1.3%	Industrial Products
GOLD Barrick Gold	$5,581,789	$106,330 ▲	1.9%	335,444	1.3%	Basic Materials
COST Costco Wholesale	$4,630,222		0.0%	6,320	1.0%	Retail/Wholesale
ACN Accenture	$4,555,496	$103,983 ▲	2.3%	13,143	1.0%	Business Services
MMC Marsh & McLennan Companies	$4,546,597	$10,299 ▼	-0.2%	22,073	1.0%	Finance
DIS Walt Disney	$4,530,155	$115,019 ▼	-2.5%	37,023	1.0%	Consumer Discretionary
ESAB ESAB	$4,522,766	$295,997 ▼	-6.1%	40,904	1.0%	Industrial Products
ALLE Allegion	$4,275,022	$204,220 ▲	5.0%	31,735	1.0%	Industrial Products
XOM Exxon Mobil	$4,163,143	$59,050 ▲	1.4%	35,815	0.9%	Oils/Energy
GLW Corning	$4,113,890	$261,075 ▼	-6.0%	124,815	0.9%	Computer and Technology
KO Coca-Cola	$4,112,921	$76,475 ▼	-1.8%	67,227	0.9%	Consumer Staples
CHKP Check Point Software Technologies	$4,037,763	$105,130 ▼	-2.5%	24,619	0.9%	Computer and Technology
AOS A. O. Smith	$3,600,765	$118,713 ▲	3.4%	40,250	0.8%	Industrial Products
GHC Graham	$3,553,089	$3,839 ▼	-0.1%	4,628	0.8%	Consumer Discretionary
PYPL PayPal	$3,306,091	$224,216 ▲	7.3%	49,352	0.7%	Computer and Technology
MHK Mohawk Industries	$3,297,512	$24,215 ▲	0.7%	25,193	0.7%	Consumer Discretionary
WAT Waters	$2,933,873	$20,998 ▲	0.7%	8,523	0.7%	Medical
MSGS Madison Square Garden Sports	$2,862,318	$717,240 ▼	-20.0%	15,512	0.6%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$2,829,489	$21,232 ▲	0.8%	14,126	0.6%	Finance
SPOT Spotify Technology	$2,706,295	$427,518 ▼	-13.6%	10,255	0.6%	Business Services
AMZN Amazon.com	$2,558,871	$90,190 ▲	3.7%	14,186	0.6%	Retail/Wholesale
INTC Intel	$2,503,719	$33,746 ▲	1.4%	56,684	0.6%	Computer and Technology
ANET Arista Networks	$2,497,598	$30,448 ▲	1.2%	8,613	0.6%	Computer and Technology
ULTA Ulta Beauty	$2,357,144	$31,896 ▲	1.4%	4,508	0.5%	Retail/Wholesale
CVX Chevron	$2,175,708	$789 ▼	0.0%	13,793	0.5%	Oils/Energy
BAC Bank of America	$2,171,595	$15,964 ▼	-0.7%	57,268	0.5%	Finance
AON AON	$2,149,491	$36,709 ▼	-1.7%	6,441	0.5%	Finance
NKE NIKE	$2,071,832	$84,396 ▲	4.2%	22,045	0.5%	Consumer Discretionary
TXN Texas Instruments	$2,034,504	$298,259 ▲	17.2%	11,678	0.5%	Computer and Technology
DHR Danaher	$1,967,045	$19,978 ▼	-1.0%	7,877	0.4%	Multi-Sector Conglomerates
V Visa	$1,928,722	$152,657 ▲	8.6%	6,911	0.4%	Business Services
HSY Hershey	$1,780,442	$14,976 ▲	0.8%	9,154	0.4%	Consumer Staples
HAS Hasbro	$1,653,663	$15,543 ▼	-0.9%	29,258	0.4%	Consumer Discretionary
WBA Walgreens Boots Alliance	$1,645,564	$13,448 ▼	-0.8%	75,867	0.4%	Retail/Wholesale
CTSH Cognizant Technology Solutions	$1,292,616		0.0%	17,637	0.3%	Computer and Technology
SEIC SEI Investments	$1,269,172	$16,896 ▼	-1.3%	17,652	0.3%	Finance
MCD McDonald's	$1,220,562	$305,070 ▲	33.3%	4,329	0.3%	Retail/Wholesale
MTD Mettler-Toledo International	$1,110,296	$195,700 ▲	21.4%	834	0.2%	Computer and Technology
WHR Whirlpool	$1,070,628	$11,844 ▲	1.1%	8,949	0.2%	Consumer Discretionary
GSK GSK	$1,054,602		0.0%	24,600	0.2%	Medical
OTIS Otis Worldwide	$1,053,851	$191,690 ▲	22.2%	10,616	0.2%	Construction
SASR Sandy Spring Bancorp	$1,038,122	$107,370 ▼	-9.4%	44,785	0.2%	Finance
VZ Verizon Communications	$1,021,373	$5,790 ▼	-0.6%	24,342	0.2%	Computer and Technology
WFC Wells Fargo & Company	$927,071	$14,490 ▼	-1.5%	15,995	0.2%	Finance
ADP Automatic Data Processing	$922,790	$48,450 ▲	5.5%	3,695	0.2%	Business Services
MRK Merck & Co., Inc.	$914,942	$24,015 ▼	-2.6%	6,934	0.2%	Medical
HON Honeywell International	$859,998	$51,313 ▲	6.3%	4,190	0.2%	Multi-Sector Conglomerates
CABO Cable One	$770,097	$32,581 ▼	-4.1%	1,820	0.2%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$745,375	$10,461 ▼	-1.4%	1,425	0.2%	Finance
IBM International Business Machines	$698,723		0.0%	3,659	0.2%	Computer and Technology
SLB Schlumberger	$657,720	$27,405 ▲	4.3%	12,000	0.1%	Oils/Energy
FI Fiserv	$651,107		0.0%	4,074	0.1%	Business Services
GD General Dynamics	$624,303		0.0%	2,210	0.1%	Aerospace
UNH UnitedHealth Group	$556,538	$24,735 ▲	4.7%	1,125	0.1%	Medical
CAT Caterpillar	$531,324	$73,286 ▼	-12.1%	1,450	0.1%	Industrial Products
CVS CVS Health	$530,404	$31,904 ▼	-5.7%	6,650	0.1%	Retail/Wholesale
TT Trane Technologies	$516,945		0.0%	1,722	0.1%	Business Services
NVDA NVIDIA	$515,030	$36,142 ▼	-6.6%	570	0.1%	Computer and Technology
NVO Novo Nordisk A/S	$513,600		0.0%	4,000	0.1%	Medical
EGBN Eagle Bancorp	$510,908	$11,745 ▼	-2.2%	21,750	0.1%	Finance
RTX RTX	$487,553		0.0%	4,999	0.1%	Aerospace
PFE Pfizer	$486,957		0.0%	17,548	0.1%	Medical
ARCC Ares Capital	$480,526		0.0%	23,080	0.1%	Finance
TMO Thermo Fisher Scientific	$472,524	$6,975 ▼	-1.5%	813	0.1%	Medical
MO Altria Group	$470,573	$54,438 ▼	-10.4%	10,788	0.1%	Consumer Staples
VTS Vitesse Energy	$460,970	$28,950 ▼	-5.9%	19,426	0.1%	Oils/Energy
GOOGL Alphabet	$455,507	$35,620 ▲	8.5%	3,018	0.1%	Computer and Technology
AVGO Broadcom	$447,989	$33,135 ▲	8.0%	338	0.1%	Computer and Technology
ALRS Alerus Financial	$438,783		0.0%	20,100	0.1%	Finance
ABBV AbbVie	$420,651		0.0%	2,310	0.1%	Medical
GLD SPDR Gold Shares	$419,258	$3,292 ▲	0.8%	2,038	0.1%	Finance
ASML ASML	$418,273	$3,882 ▲	0.9%	431	0.1%	Computer and Technology
ADBE Adobe	$417,809	$155,921 ▲	59.5%	828	0.1%	Computer and Technology
GM General Motors	$408,468	$136,050 ▼	-25.0%	9,007	0.1%	Auto/Tires/Trucks
DPZ Domino's Pizza	$393,033		0.0%	791	0.1%	Retail/Wholesale
FNDX Schwab Fundamental U.S. Large Company Index ETF	$392,345	$4,111 ▲	1.1%	5,822	0.1%	ETF
AXP American Express	$390,033		0.0%	1,713	0.1%	Finance
FDX FedEx	$385,355		0.0%	1,330	0.1%	Transportation
BKNG Booking	$384,556	$384,556 ▲	New Holding	106	0.1%	Retail/Wholesale
NLY Annaly Capital Management	$380,017		0.0%	19,300	0.1%	Finance
MAR Marriott International	$379,222	$43,650 ▲	13.0%	1,503	0.1%	Consumer Discretionary
T AT&T	$357,413		0.0%	20,308	0.1%	Computer and Technology
PG Procter & Gamble	$352,725	$324 ▲	0.1%	2,174	0.1%	Consumer Staples
SPG Simon Property Group	$332,542		0.0%	2,125	0.1%	Finance
TFC Truist Financial	$305,799	$38,980 ▼	-11.3%	7,845	0.1%	Finance
SHEL Shell	$298,463	$26,481 ▼	-8.1%	4,452	0.1%	Oils/Energy
ALL Allstate	$291,522		0.0%	1,685	0.1%	Finance
VOO Vanguard S&P 500 ETF	$286,017		0.0%	595	0.1%	ETF
HD Home Depot	$285,264	$383 ▲	0.1%	744	0.1%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$272,568	$4,096 ▼	-1.5%	4,392	0.1%	ETF
FAST Fastenal	$266,288		0.0%	3,452	0.1%	Retail/Wholesale
SPGI S&P Global	$255,270	$39,992 ▲	18.6%	600	0.1%	Business Services
LLY Eli Lilly and Company	$252,837	$252,837 ▲	New Holding	325	0.1%	Medical
AVB AvalonBay Communities	$250,506		0.0%	1,350	0.1%	Finance
FNDA Schwab Fundamental U.S. Small Company Index ETF	$247,910	$6,102 ▲	2.5%	4,347	0.1%	ETF
HLN Haleon	$247,093		0.0%	29,104	0.1%	Medical
DOW DOW	$246,203		0.0%	4,250	0.1%	Basic Materials
GEHC GE HealthCare Technologies	$230,821	$230,821 ▲	New Holding	2,539	0.1%	Medical
FDS FactSet Research Systems	$229,922	$3,181 ▲	1.4%	506	0.1%	Business Services
UL Unilever	$226,859		0.0%	4,520	0.1%	Consumer Staples
ABT Abbott Laboratories	$226,639		0.0%	1,994	0.1%	Medical
EMR Emerson Electric	$223,438	$223,438 ▲	New Holding	1,970	0.1%	Industrial Products
FRT Federal Realty Investment Trust	$219,558		0.0%	2,150	0.0%	Finance
ZTS Zoetis	$217,774	$43,995 ▲	25.3%	1,287	0.0%	Medical
LULU Lululemon Athletica	$216,421	$55,082 ▲	34.1%	554	0.0%	Consumer Discretionary
INTU Intuit	$215,800	$1,300 ▲	0.6%	332	0.0%	Computer and Technology
GILD Gilead Sciences	$214,989		0.0%	2,935	0.0%	Medical
PANW Palo Alto Networks	$213,098	$213,098 ▲	New Holding	750	0.0%	Computer and Technology
QCOM QUALCOMM	$211,625	$42,325 ▼	-16.7%	1,250	0.0%	Computer and Technology
ADSK Autodesk	$208,336	$208,336 ▲	New Holding	800	0.0%	Computer and Technology
VERALTO CORP	$205,071	$205,071 ▲	New Holding	2,313	0.0%	COM SHS
VTI Vanguard Total Stock Market ETF	$203,958	$203,958 ▲	New Holding	785	0.0%	ETF
F Ford Motor	$167,328	$4,648 ▼	-2.7%	12,600	0.0%	Auto/Tires/Trucks
FVCB FVCBankcorp	$148,670		0.0%	12,206	0.0%	Finance
AGNC AGNC Investment	$119,790		0.0%	12,100	0.0%	Finance
WBD Warner Bros. Discovery	$95,830	$95,830 ▲	New Holding	10,977	0.0%	Consumer Discretionary
RANI Rani Therapeutics	$61,868		0.0%	19,893	0.0%	Medical
LCTX Lineage Cell Therapeutics	$19,240		0.0%	13,000	0.0%	Medical
ENOV Enovis	$0	$1,671,189 ▼	-100.0%	0	0.0%	Medical
MDLZ Mondelez International	$0	$206,209 ▼	-100.0%	0	0.0%	Consumer Staples
WAVEDANCER INC	$0	$21,092 ▼	-100.0%	0	0.0%	COM NEW

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Lafayette Investments, Inc. Top Holdings and 13F Report (2024)

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

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Lafayette Investments, Inc. Top Holdings and 13F Report (2024)

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