Lafayette Investments, Inc. Top Holdings and 13F Report (2025) About Lafayette Investments, Inc.Investment ActivityLafayette Investments, Inc. has $466.56 million in total holdings as of December 31, 2024.Lafayette Investments, Inc. owns shares of 149 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.28% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Lafayette Investments, Inc. has purchased 146 new stocks and bought additional shares in 45 stocks.Lafayette Investments, Inc. sold shares of 63 stocks and completely divested from 7 stocks this quarter.Largest Holdings Berkshire Hathaway $54,610,722Markel Group $35,059,732Progressive $22,053,614Meta Platforms $16,290,633Microsoft $15,070,616 Largest New Holdings this Quarter ARISTA NETWORKS INC $3,214,876 HoldingUber Technologies $366,505 HoldingInvesco QQQ $303,169 HoldingSPDR Dow Jones Industrial Average ETF Trust $298,276 HoldingAxon Enterprise $297,160 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 29,086 shares (about $3.21M)PepsiCo 3,892 shares (about $591.82K)ASML 662 shares (about $458.82K)Schwab Fundamental U.S. Large Company Index ETF 17,082 shares (about $404.50K)Uber Technologies 6,076 shares (about $366.51K) Largest Sales this Quarter Parker-Hannifin 4,381 shares (about $2.79M)Lockheed Martin 2,460 shares (about $1.20M)Berkshire Hathaway 2,069 shares (about $937.84K)Intel 37,285 shares (about $747.58K)Progressive 1,930 shares (about $462.45K) 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$54,610,722$937,836 ▼-1.7%120,47911.7%FinanceMKLMarkel Group$35,059,732$165,718 ▼-0.5%20,3107.5%Multi-Sector ConglomeratesPGRProgressive$22,053,614$462,445 ▼-2.1%92,0404.7%FinanceMETAMeta Platforms$16,290,633$153,404 ▲1.0%27,8233.5%Computer and TechnologyMSFTMicrosoft$15,070,616$62,803 ▲0.4%35,7553.2%Computer and TechnologyAAPLApple$14,615,620$16,277 ▲0.1%58,3643.1%Computer and TechnologyJEFJefferies Financial Group$13,893,776$286,394 ▼-2.0%177,2173.0%FinanceGOOGAlphabet$13,433,536$7,618 ▼-0.1%70,5392.9%Computer and TechnologyKLACKLA$12,503,180$148,075 ▲1.2%19,8432.7%Computer and TechnologyPAYXPaychex$12,236,285$1,683 ▲0.0%87,2652.6%Business ServicesLOWLowe's Companies$11,648,502$50,594 ▼-0.4%47,1982.5%Retail/WholesaleAZOAutoZone$10,368,076$102,464 ▼-1.0%3,2382.2%Retail/WholesaleTROWT. Rowe Price Group$9,746,564$48,629 ▼-0.5%86,1842.1%FinanceNSCNorfolk Southern$7,961,089$87,779 ▼-1.1%33,9201.7%TransportationLMTLockheed Martin$7,439,642$1,195,396 ▼-13.8%15,3101.6%AerospaceSCHWCharles Schwab$7,269,995$35,525 ▲0.5%98,2301.6%FinanceDEODiageo$7,149,909$60,641 ▲0.9%56,2411.5%Consumer StaplesJNJJohnson & Johnson$7,080,595$86,338 ▲1.2%48,9601.5%MedicalPEPPepsiCo$6,716,006$591,815 ▲9.7%44,1671.4%Consumer StaplesSBUXStarbucks$6,582,953$166,166 ▼-2.5%72,1421.4%Retail/WholesaleLLoews$6,273,412$160,826 ▼-2.5%74,0751.3%FinanceLIILennox International$6,088,735$53,618 ▼-0.9%9,9931.3%ConstructionCOSTCostco Wholesale$5,766,088$21,074 ▲0.4%6,2931.2%Retail/WholesalePAYCPaycom Software$5,706,852$62,107 ▲1.1%27,8421.2%Computer and TechnologyGPCGenuine Parts$5,691,941$19,849 ▲0.3%48,7491.2%Retail/WholesaleGOLDBarrick Gold$5,334,899$75,408 ▼-1.4%344,1871.1%Basic MaterialsPYPLPayPal$4,642,528$132,207 ▲2.9%54,3941.0%Computer and TechnologyACNAccenture$4,617,244$53,824 ▼-1.2%13,1251.0%Computer and TechnologyCHKPCheck Point Software Technologies$4,480,800$53,023 ▼-1.2%24,0001.0%Computer and TechnologyESABESAB$4,243,549$59,370 ▼-1.4%35,3810.9%Industrial ProductsMMCMarsh & McLennan Companies$4,231,845$33,986 ▼-0.8%19,9230.9%FinanceALLEAllegion$4,214,692$10,454 ▼-0.2%32,2520.9%Industrial ProductsPHParker-Hannifin$4,074,292$2,786,368 ▼-40.6%6,4060.9%Industrial ProductsKOCoca-Cola$4,050,570$18,180 ▼-0.4%65,0590.9%Consumer StaplesDISWalt Disney$4,031,251$44,095 ▼-1.1%36,2030.9%Consumer DiscretionaryGHCGraham$3,800,187$145,624 ▼-3.7%4,3580.8%Consumer DiscretionaryXOMExxon Mobil$3,775,427$861 ▲0.0%35,0970.8%Oils/EnergyAMZNAmazon.com$3,714,054$58,138 ▲1.6%16,9290.8%Retail/WholesaleJPMJPMorgan Chase & Co.$3,372,188$5,993 ▼-0.2%14,0680.7%FinanceGLWCorning$3,351,037$73,894 ▼-2.2%70,5180.7%Computer and TechnologyNKENIKE$3,331,260$156,862 ▼-4.5%44,0240.7%Consumer DiscretionaryARISTA NETWORKS INC$3,214,876$3,214,876 ▲New Holding29,0860.7%COM SHSMSGSMadison Square Garden Sports$3,208,320$137,667 ▼-4.1%14,2160.7%Consumer DiscretionaryWATWaters$3,134,411$50,824 ▼-1.6%8,4490.7%MedicalAOSA. O. Smith$2,990,395$126,939 ▲4.4%43,8410.6%Industrial ProductsMHKMohawk Industries$2,989,925$8,935 ▼-0.3%25,0980.6%Consumer DiscretionaryBACBank of America$2,428,483$35,072 ▼-1.4%55,2560.5%FinanceVVisa$2,421,183$46,142 ▼-1.9%7,6610.5%Business ServicesAONAON$2,330,231$28,733 ▼-1.2%6,4880.5%FinanceULTAUlta Beauty$2,215,534$67,849 ▲3.2%5,0940.5%Retail/WholesaleTXNTexas Instruments$2,144,349$34,502 ▼-1.6%11,4360.5%Computer and TechnologyDHRDanaher$1,947,044$143,469 ▲8.0%8,4820.4%MedicalMCDMcDonald's$1,941,518$134,228 ▲7.4%6,6970.4%Retail/WholesaleCVXChevron$1,902,039$65,178 ▼-3.3%13,1320.4%Oils/EnergyHASHasbro$1,610,991$7,492 ▼-0.5%28,8140.3%Consumer DiscretionaryHSYHershey$1,507,403$13,718 ▼-0.9%8,9010.3%Consumer StaplesCTSHCognizant Technology Solutions$1,313,837$42,295 ▼-3.1%17,0850.3%Computer and TechnologySEICSEI Investments$1,311,350$88,666 ▼-6.3%15,8990.3%FinanceBKNGBooking$1,157,6420.0%2330.2%Retail/WholesaleWFCWells Fargo & Company$1,123,4890.0%15,9950.2%FinanceADPAutomatic Data Processing$1,090,7120.0%3,7260.2%Business ServicesOTISOtis Worldwide$1,074,276$741 ▼-0.1%11,6000.2%ConstructionSPYSPDR S&P 500 ETF Trust$1,025,054$247,912 ▲31.9%1,7490.2%FinanceWHRWhirlpool$1,008,508$8,472 ▼-0.8%8,8090.2%Consumer DiscretionaryAVGOBroadcom$969,0920.0%4,1800.2%Computer and TechnologyMTDMettler-Toledo International$888,392$18,355 ▼-2.0%7260.2%MedicalNVDANVIDIA$887,6570.0%6,6100.2%Computer and TechnologyADBEAdobe$871,573$214,336 ▲32.6%1,9600.2%Computer and TechnologyASMLASML$817,142$458,819 ▲128.0%1,1790.2%Computer and TechnologyVZVerizon Communications$795,433$167,956 ▼-17.4%19,8910.2%Computer and TechnologyIBMInternational Business Machines$791,828$3,957 ▲0.5%3,6020.2%Computer and TechnologyGSKGSK$788,0060.0%23,3000.2%MedicalFIFiserv$739,3070.0%3,5990.2%Business ServicesCRWDCrowdStrike$735,644$205,296 ▲38.7%2,1500.2%Computer and TechnologyHONHoneywell International$720,590$169,418 ▼-19.0%3,1900.2%Multi-Sector ConglomeratesGOOGLAlphabet$711,579$34,074 ▲5.0%3,7590.2%Computer and TechnologyMRKMerck & Co., Inc.$687,2080.0%6,9080.1%MedicalTTTrane Technologies$636,0210.0%1,7220.1%ConstructionCATCaterpillar$629,650$103,733 ▲19.7%1,7360.1%Industrial ProductsCABOCable One$577,2200.0%1,5940.1%Consumer DiscretionaryFNDXSchwab Fundamental U.S. Large Company Index ETF$558,233$404,502 ▲263.1%23,5740.1%ETFPFEPfizer$550,713$14,830 ▲2.8%20,7580.1%MedicalPGProcter & Gamble$545,320$175,012 ▲47.3%3,2530.1%Consumer StaplesGDGeneral Dynamics$543,317$38,206 ▼-6.6%2,0620.1%AerospaceSLBSchlumberger$536,7600.0%14,0000.1%Oils/EnergyNVONovo Nordisk A/S$511,475$167,395 ▲48.7%5,9460.1%MedicalMOAltria Group$509,201$2,615 ▼-0.5%9,7380.1%Consumer StaplesRTXRTX$494,819$23,144 ▼-4.5%4,2760.1%AerospaceGLDSPDR Gold Shares$487,4080.0%2,0130.1%FinanceMARMarriott International$487,030$9,763 ▼-2.0%1,7460.1%Consumer DiscretionaryETNEaton$481,212$8,297 ▼-1.7%1,4500.1%Industrial ProductsVTSVitesse Energy$477,338$4,150 ▼-0.9%19,0940.1%Oils/EnergyEGBNEagle Bancorp$455,525$20,824 ▼-4.4%17,5000.1%FinanceGMGeneral Motors$453,1680.0%8,5070.1%Auto/Tires/TrucksINTCIntel$437,681$747,581 ▼-63.1%21,8290.1%Computer and TechnologyTMOThermo Fisher Scientific$431,7910.0%8300.1%MedicalPANWPalo Alto Networks$418,508$282,038 ▲206.7%2,3000.1%Computer and TechnologyFDXFedEx$402,302$4,220 ▼-1.0%1,4300.1%TransportationABBVAbbVie$398,4040.0%2,2420.1%MedicalTAT&T$387,2620.0%17,0080.1%Computer and TechnologyShowing 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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