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

About Lafayette Investments, Inc.

Investment Activity

Lafayette Investments, Inc. has $472.77 million in total holdings as of March 31, 2025.
Lafayette Investments, Inc. owns shares of 146 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 1.83% of the portfolio was purchased this quarter.
About 2.05% of the portfolio was sold this quarter.
This quarter, Lafayette Investments, Inc. has purchased 149 new stocks and bought additional shares in 62 stocks.
Lafayette Investments, Inc. sold shares of 56 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $63,253,462
Markel Group: $37,855,864
Progressive: $25,691,258
Meta Platforms: $16,056,490
Microsoft: $13,578,921

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $798,442 Holding
351858105 - Franco-Nevada: $360,183 Holding
14040H105 - Capital One Financial: $310,907 Holding
009066101 - Airbnb: $232,350 Holding
718172109 - Philip Morris International: $229,365 Holding

Largest Purchases this Quarter

Berkshire Hathaway: 1 shares (about $798.44K)
Adobe: 2,040 shares (about $782.40K)
PepsiCo: 3,638 shares (about $545.48K)
A. O. Smith: 7,694 shares (about $502.88K)
Invesco S&P 500 Equal Weight ETF: 2,632 shares (about $455.94K)

Largest Sales this Quarter

Jefferies Financial Group: 38,359 shares (about $2.05M)
Berkshire Hathaway: 1,711 shares (about $911.24K)
Starbucks: 6,066 shares (about $595.02K)
Lockheed Martin: 1,113 shares (about $497.19K)
Mettler-Toledo International: 405 shares (about $478.27K)

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	$63,253,462	$911,244 ▼	-1.4%	118,768	13.4%	Finance
MKL Markel Group	$37,855,864	$115,916 ▼	-0.3%	20,248	8.0%	Multi-Sector Conglomerates
PGR Progressive	$25,691,258	$356,874 ▼	-1.4%	90,779	5.4%	Finance
META Meta Platforms	$16,056,490	$20,173 ▲	0.1%	27,858	3.4%	Computer and Technology
MSFT Microsoft	$13,578,921	$156,912 ▲	1.2%	36,173	2.9%	Computer and Technology
KLAC KLA	$13,500,832	$11,557 ▲	0.1%	19,860	2.9%	Computer and Technology
PAYX Paychex	$13,394,850	$68,346 ▼	-0.5%	86,822	2.8%	Business Services
AAPL Apple	$12,862,666	$101,736 ▼	-0.8%	57,906	2.7%	Computer and Technology
AZO AutoZone	$12,425,851	$80,068 ▲	0.6%	3,259	2.6%	Retail/Wholesale
GOOG Alphabet	$11,154,717	$134,358 ▲	1.2%	71,399	2.4%	Computer and Technology
LOW Lowe's Companies	$10,977,927	$30,087 ▼	-0.3%	47,069	2.3%	Retail/Wholesale
TROW T. Rowe Price Group	$8,006,077	$88,379 ▲	1.1%	87,146	1.7%	Finance
NSC Norfolk Southern	$7,990,754	$43,106 ▼	-0.5%	33,738	1.7%	Transportation
JNJ Johnson & Johnson	$7,966,318	$153,237 ▼	-1.9%	48,036	1.7%	Medical
SCHW Charles Schwab	$7,632,306	$57,144 ▼	-0.7%	97,500	1.6%	Finance
JEF Jefferies Financial Group	$7,438,600	$2,054,885 ▼	-21.6%	138,858	1.6%	Finance
PEP PepsiCo	$7,167,924	$545,485 ▲	8.2%	47,805	1.5%	Consumer Staples
L Loews	$6,727,077	$81,157 ▼	-1.2%	73,192	1.4%	Finance
SBUX Starbucks	$6,481,438	$595,018 ▼	-8.4%	66,076	1.4%	Retail/Wholesale
GOLD Barrick Gold	$6,453,420	$237,576 ▼	-3.6%	331,966	1.4%	Basic Materials
LMT Lockheed Martin	$6,341,905	$497,185 ▼	-7.3%	14,197	1.3%	Aerospace
PAYC Paycom Software	$6,191,625	$108,801 ▲	1.8%	28,340	1.3%	Computer and Technology
DEO Diageo	$6,110,926	$217,439 ▲	3.7%	58,316	1.3%	Consumer Staples
COST Costco Wholesale	$5,786,283	$165,512 ▼	-2.8%	6,118	1.2%	Retail/Wholesale
GPC Genuine Parts	$5,709,655	$98,290 ▼	-1.7%	47,924	1.2%	Retail/Wholesale
LII Lennox International	$5,533,149	$71,225 ▼	-1.3%	9,866	1.2%	Construction
CHKP Check Point Software Technologies	$5,419,026	$51,054 ▼	-0.9%	23,776	1.1%	Computer and Technology
MMC Marsh & McLennan Companies	$4,828,866	$32,944 ▼	-0.7%	19,788	1.0%	Finance
KO Coca-Cola	$4,629,083	$30,438 ▼	-0.7%	64,634	1.0%	Consumer Staples
ACN Accenture	$4,420,671	$325,146 ▲	7.9%	14,167	0.9%	Computer and Technology
GHC Graham	$4,180,157	$7,688 ▼	-0.2%	4,350	0.9%	Consumer Discretionary
XOM Exxon Mobil	$4,134,917	$39,128 ▼	-0.9%	34,768	0.9%	Energy
ALLE Allegion	$4,076,745	$130,851 ▼	-3.1%	31,249	0.9%	Industrials
ESAB ESAB	$4,018,753	$103,102 ▼	-2.5%	34,496	0.9%	Industrials
PH Parker-Hannifin	$3,836,702	$57,137 ▼	-1.5%	6,312	0.8%	Industrials
PYPL PayPal	$3,806,490	$257,281 ▲	7.2%	58,337	0.8%	Computer and Technology
DIS Walt Disney	$3,519,016	$54,186 ▼	-1.5%	35,654	0.7%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$3,487,904	$37,040 ▲	1.1%	14,219	0.7%	Finance
AMZN Amazon.com	$3,400,708	$179,796 ▲	5.6%	17,874	0.7%	Retail/Wholesale
AOS A. O. Smith	$3,368,328	$502,880 ▲	17.5%	51,535	0.7%	Industrials
GLW Corning	$3,082,109	$146,222 ▼	-4.5%	67,324	0.7%	Computer and Technology
WAT Waters	$3,059,131	$54,917 ▼	-1.8%	8,300	0.6%	Medical
NKE NIKE	$2,881,530	$86,904 ▲	3.1%	45,393	0.6%	Consumer Discretionary
MHK Mohawk Industries	$2,843,425	$22,265 ▼	-0.8%	24,903	0.6%	Consumer Discretionary
V Visa	$2,796,321	$111,446 ▲	4.2%	7,979	0.6%	Business Services
MSGS Madison Square Garden Sports	$2,756,502	$11,683 ▼	-0.4%	14,156	0.6%	Consumer Discretionary
AON AON	$2,611,645	$22,349 ▲	0.9%	6,544	0.6%	Finance
ARISTA NETWORKS INC	$2,300,459	$46,875 ▲	2.1%	29,691	0.5%	COM SHS
BAC Bank of America	$2,264,562	$41,271 ▼	-1.8%	54,267	0.5%	Finance
CVX Chevron	$2,131,610	$65,243 ▼	-3.0%	12,742	0.5%	Energy
TXN Texas Instruments	$2,100,381	$45,285 ▲	2.2%	11,688	0.4%	Computer and Technology
MCD McDonald's	$2,043,034	$49,045 ▼	-2.3%	6,540	0.4%	Retail/Wholesale
HAS Hasbro	$1,765,009	$6,764 ▼	-0.4%	28,704	0.4%	Consumer Discretionary
DHR Danaher	$1,736,555	$2,255 ▼	-0.1%	8,471	0.4%	Medical
ULTA Ulta Beauty	$1,658,227	$208,928 ▼	-11.2%	4,524	0.4%	Retail/Wholesale
ADBE Adobe	$1,534,120	$782,401 ▲	104.1%	4,000	0.3%	Computer and Technology
HSY Hershey	$1,522,562	$171 ▲	0.0%	8,902	0.3%	Consumer Staples
OTIS Otis Worldwide	$1,329,423	$132,302 ▲	11.1%	12,882	0.3%	Construction
CTSH Cognizant Technology Solutions	$1,298,970	$8,033 ▼	-0.6%	16,980	0.3%	Computer and Technology
SEIC SEI Investments	$1,196,977	$37,262 ▼	-3.0%	15,419	0.3%	Finance
ADP Automatic Data Processing	$1,145,738	$7,333 ▲	0.6%	3,750	0.2%	Business Services
WFC Wells Fargo & Company	$1,105,208	$43,074 ▼	-3.8%	15,395	0.2%	Finance
BKNG Booking	$1,101,052	$27,641 ▲	2.6%	239	0.2%	Retail/Wholesale
IBM International Business Machines	$957,839	$62,165 ▲	6.9%	3,852	0.2%	Computer and Technology
ASML ASML	$950,875	$169,633 ▲	21.7%	1,435	0.2%	Computer and Technology
GSK GSK	$902,642		0.0%	23,300	0.2%	Medical
AVGO Broadcom	$871,474	$171,616 ▲	24.5%	5,205	0.2%	Computer and Technology
CRWD CrowdStrike	$846,192	$88,145 ▲	11.6%	2,400	0.2%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$838,526	$139,848 ▼	-14.3%	1,499	0.2%	Finance
FI Fiserv	$836,505	$41,737 ▲	5.3%	3,788	0.2%	Business Services
MRK Merck & Co., Inc.	$811,790	$191,727 ▲	30.9%	9,044	0.2%	Medical
BRK.A Berkshire Hathaway	$798,442	$798,442 ▲	New Holding	1	0.2%	Finance
WHR Whirlpool	$794,147	$180 ▲	0.0%	8,811	0.2%	Consumer Discretionary
VZ Verizon Communications	$737,499	$164,745 ▼	-18.3%	16,259	0.2%	Computer and Technology
HON Honeywell International	$696,658	$21,175 ▲	3.1%	3,290	0.1%	Multi-Sector Conglomerates
NVDA NVIDIA	$685,504	$30,888 ▼	-4.3%	6,325	0.1%	Computer and Technology
GOOGL Alphabet	$662,942	$81,650 ▲	14.0%	4,287	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$660,353	$455,942 ▲	223.1%	3,812	0.1%	ETF
RTX RTX	$653,426	$87,026 ▲	15.4%	4,933	0.1%	Aerospace
ETN Eaton	$645,597	$251,443 ▲	63.8%	2,375	0.1%	Industrials
GLD SPDR Gold Shares	$611,145	$31,119 ▲	5.4%	2,121	0.1%	Finance
UBER Uber Technologies	$607,507	$164,809 ▲	37.2%	8,338	0.1%	Computer and Technology
PG Procter & Gamble	$596,567	$42,259 ▲	7.6%	3,501	0.1%	Consumer Staples
SLB Schlumberger	$585,200		0.0%	14,000	0.1%	Energy
MO Altria Group	$584,475		0.0%	9,738	0.1%	Consumer Staples
TT Trane Technologies	$580,177		0.0%	1,722	0.1%	Construction
CAT Caterpillar	$572,441		0.0%	1,736	0.1%	Industrials
FNDX Schwab Fundamental U.S. Large Company Index ETF	$559,557	$2,975 ▲	0.5%	23,700	0.1%	ETF
GD General Dynamics	$544,888	$17,173 ▼	-3.1%	1,999	0.1%	Aerospace
PFE Pfizer	$519,549	$6,462 ▼	-1.2%	20,503	0.1%	Medical
ZTS Zoetis	$502,183	$203,672 ▲	68.2%	3,050	0.1%	Medical
INTC Intel	$488,208	$7,540 ▼	-1.5%	21,497	0.1%	Computer and Technology
NVO Novo Nordisk A/S	$488,094	$75,204 ▲	18.2%	7,029	0.1%	Medical
T AT&T	$478,909	$2,064 ▼	-0.4%	16,935	0.1%	Computer and Technology
PANW Palo Alto Networks	$469,260	$76,788 ▲	19.6%	2,750	0.1%	Computer and Technology
VTS Vitesse Energy	$456,789	$12,738 ▼	-2.7%	18,576	0.1%	Energy
TMO Thermo Fisher Scientific	$450,328	$37,320 ▲	9.0%	905	0.1%	Medical
ABBV AbbVie	$448,583	$21,162 ▼	-4.5%	2,141	0.1%	Medical
MAR Marriott International	$429,713	$13,816 ▲	3.3%	1,804	0.1%	Consumer Discretionary
DOMINOS PIZZA INC	$415,803	$40,891 ▲	10.9%	905	0.1%	COM

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