13F HOLDINGS REPORT
Lafayette Investments, Inc.
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001308377-25-000002
Total Value
$466.6M
Positions
149
Other Managers
0
Confidential Omitted
No
Holdings (149)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 120,479 | $54.6M | 11.70% |
| 2 | MARKEL GROUP INC | MKL | 20,310 | $35.1M | 7.51% |
| 3 | PROGRESSIVE CORP | 743315103 | 92,040 | $22.1M | 4.73% |
| 4 | META PLATFORMS INC | META | 27,823 | $16.3M | 3.49% |
| 5 | MICROSOFT CORP | MSFT | 35,755 | $15.1M | 3.23% |
| 6 | APPLE INC | AAPL | 58,364 | $14.6M | 3.13% |
| 7 | JEFFERIES FINL GROUP INC | 47233W109 | 177,217 | $13.9M | 2.98% |
| 8 | ALPHABET INC | GOOG | 70,539 | $13.4M | 2.88% |
| 9 | KLA CORP | KLAC | 19,843 | $12.5M | 2.68% |
| 10 | PAYCHEX INC | PAYX | 87,265 | $12.2M | 2.62% |
| 11 | LOWES COS INC | 548661107 | 47,198 | $11.6M | 2.50% |
| 12 | AUTOZONE INC | AZO | 3,238 | $10.4M | 2.22% |
| 13 | PRICE T ROWE GROUP INC | TROW | 86,184 | $9.7M | 2.09% |
| 14 | NORFOLK SOUTHN CORP | 655844108 | 33,920 | $8.0M | 1.71% |
| 15 | LOCKHEED MARTIN CORP | LMT | 15,310 | $7.4M | 1.59% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 98,230 | $7.3M | 1.56% |
| 17 | DIAGEO PLC | DGEAF | 56,241 | $7.1M | 1.53% |
| 18 | JOHNSON & JOHNSON | JNJ | 48,960 | $7.1M | 1.52% |
| 19 | PEPSICO INC | PEP | 44,167 | $6.7M | 1.44% |
| 20 | STARBUCKS CORP | SBUX | 72,142 | $6.6M | 1.41% |
| 21 | LOEWS CORP | L | 74,075 | $6.3M | 1.34% |
| 22 | LENNOX INTL INC | 526107107 | 9,993 | $6.1M | 1.31% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 6,293 | $5.8M | 1.24% |
| 24 | PAYCOM SOFTWARE INC | PAYC | 27,842 | $5.7M | 1.22% |
| 25 | GENUINE PARTS CO | GPC | 48,749 | $5.7M | 1.22% |
| 26 | BARRICK GOLD CORP | 067901108 | 344,187 | $5.3M | 1.14% |
| 27 | PAYPAL HLDGS INC | PYPL | 54,394 | $4.6M | 1.00% |
| 28 | ACCENTURE PLC IRELAND | ACN | 13,125 | $4.6M | 0.99% |
| 29 | CHECK POINT SOFTWARE TECH LT | M22465104 | 24,000 | $4.5M | 0.96% |
| 30 | ESAB CORPORATION | ESAB | 35,381 | $4.2M | 0.91% |
| 31 | MARSH & MCLENNAN COS INC | 571748102 | 19,923 | $4.2M | 0.91% |
| 32 | ALLEGION PLC | ALLE | 32,252 | $4.2M | 0.90% |
| 33 | PARKER-HANNIFIN CORP | PH | 6,406 | $4.1M | 0.87% |
| 34 | COCA COLA CO | KO | 65,059 | $4.1M | 0.87% |
| 35 | DISNEY WALT CO | 254687106 | 36,203 | $4.0M | 0.86% |
| 36 | GRAHAM HLDGS CO | GHM | 4,358 | $3.8M | 0.81% |
| 37 | EXXON MOBIL CORP | XOM | 35,097 | $3.8M | 0.81% |
| 38 | AMAZON COM INC | AMZN | 16,929 | $3.7M | 0.80% |
| 39 | JPMORGAN CHASE & CO. | VYLD | 14,068 | $3.4M | 0.72% |
| 40 | CORNING INC | GLW | 70,518 | $3.4M | 0.72% |
| 41 | NIKE INC | NKE | 44,024 | $3.3M | 0.71% |
| 42 | ARISTA NETWORKS INC | ANET | 29,086 | $3.2M | 0.69% |
| 43 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 14,216 | $3.2M | 0.69% |
| 44 | WATERS CORP | 941848103 | 8,449 | $3.1M | 0.67% |
| 45 | SMITH A O CORP | AOS | 43,841 | $3.0M | 0.64% |
| 46 | MOHAWK INDS INC | 608190104 | 25,098 | $3.0M | 0.64% |
| 47 | BANK AMERICA CORP | 060505104 | 55,256 | $2.4M | 0.52% |
| 48 | VISA INC | V | 7,661 | $2.4M | 0.52% |
| 49 | AON PLC | AON | 6,488 | $2.3M | 0.50% |
| 50 | ULTA BEAUTY INC | ULTA | 5,094 | $2.2M | 0.47% |
| 51 | TEXAS INSTRS INC | 882508104 | 11,436 | $2.1M | 0.46% |
| 52 | DANAHER CORPORATION | 235851102 | 8,482 | $1.9M | 0.42% |
| 53 | MCDONALDS CORP | MCD | 6,697 | $1.9M | 0.42% |
| 54 | CHEVRON CORP NEW | CVX | 13,132 | $1.9M | 0.41% |
| 55 | HASBRO INC | HAS | 28,814 | $1.6M | 0.35% |
| 56 | HERSHEY CO | HSY | 8,901 | $1.5M | 0.32% |
| 57 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 17,085 | $1.3M | 0.28% |
| 58 | SEI INVTS CO | 784117103 | 15,899 | $1.3M | 0.28% |
| 59 | BOOKING HOLDINGS INC | BKNG | 233 | $1.2M | 0.25% |
| 60 | WELLS FARGO CO NEW | 949746101 | 15,995 | $1.1M | 0.24% |
| 61 | AUTOMATIC DATA PROCESSING IN | ADP | 3,726 | $1.1M | 0.23% |
| 62 | OTIS WORLDWIDE CORP | OTIS | 11,600 | $1.1M | 0.23% |
| 63 | SPDR S&P 500 ETF TR | SPY | 1,749 | $1.0M | 0.22% |
| 64 | WHIRLPOOL CORP | WHR-PA | 8,809 | $1.0M | 0.22% |
| 65 | BROADCOM INC | AVGO | 4,180 | $969,092 | 0.21% |
| 66 | METTLER TOLEDO INTERNATIONAL | MTD | 726 | $888,392 | 0.19% |
| 67 | NVIDIA CORPORATION | NVDA | 6,610 | $887,657 | 0.19% |
| 68 | ADOBE INC | ADBE | 1,960 | $871,573 | 0.19% |
| 69 | ASML HOLDING N V | ASMLF | 1,179 | $817,142 | 0.18% |
| 70 | VERIZON COMMUNICATIONS INC | VZ | 19,891 | $795,433 | 0.17% |
| 71 | INTERNATIONAL BUSINESS MACHS | INTR | 3,602 | $791,828 | 0.17% |
| 72 | GSK PLC | GLAXF | 23,300 | $788,006 | 0.17% |
| 73 | FISERV INC | FISV | 3,599 | $739,307 | 0.16% |
| 74 | CROWDSTRIKE HLDGS INC | CRWD | 2,150 | $735,644 | 0.16% |
| 75 | HONEYWELL INTL INC | 438516106 | 3,190 | $720,590 | 0.15% |
| 76 | ALPHABET INC | GOOG | 3,759 | $711,579 | 0.15% |
| 77 | MERCK & CO INC | MRK | 6,908 | $687,208 | 0.15% |
| 78 | TRANE TECHNOLOGIES PLC | TT | 1,722 | $636,021 | 0.14% |
| 79 | CATERPILLAR INC | CAT | 1,736 | $629,650 | 0.13% |
| 80 | CABLE ONE INC | CABO | 1,594 | $577,220 | 0.12% |
| 81 | SCHWAB STRATEGIC TR | 808524771 | 23,574 | $558,233 | 0.12% |
| 82 | PFIZER INC | PFE | 20,758 | $550,713 | 0.12% |
| 83 | PROCTER AND GAMBLE CO | 742718109 | 3,253 | $545,320 | 0.12% |
| 84 | GENERAL DYNAMICS CORP | GD | 2,062 | $543,317 | 0.12% |
| 85 | SCHLUMBERGER LTD | SLB | 14,000 | $536,760 | 0.12% |
| 86 | NOVO-NORDISK A S | NONOF | 5,946 | $511,475 | 0.11% |
| 87 | ALTRIA GROUP INC | MO | 9,738 | $509,201 | 0.11% |
| 88 | RTX CORPORATION | RTX | 4,276 | $494,819 | 0.11% |
| 89 | SPDR GOLD TR | GLD | 2,013 | $487,408 | 0.10% |
| 90 | MARRIOTT INTL INC NEW | 571903202 | 1,746 | $487,030 | 0.10% |
| 91 | EATON CORP PLC | ETN | 1,450 | $481,212 | 0.10% |
| 92 | VITESSE ENERGY INC | VTS | 19,094 | $477,338 | 0.10% |
| 93 | EAGLE BANCORP INC MD | EGBN | 17,500 | $455,525 | 0.10% |
| 94 | GENERAL MTRS CO | 37045V100 | 8,507 | $453,168 | 0.10% |
| 95 | INTEL CORP | INTC | 21,829 | $437,681 | 0.09% |
| 96 | THERMO FISHER SCIENTIFIC INC | TMO | 830 | $431,791 | 0.09% |
| 97 | PALO ALTO NETWORKS INC | PANW | 2,300 | $418,508 | 0.09% |
| 98 | FEDEX CORP | FDX | 1,430 | $402,302 | 0.09% |
| 99 | ABBVIE INC | ABBV | 2,242 | $398,404 | 0.09% |
| 100 | AT&T INC | T-PC | 17,008 | $387,262 | 0.08% |
| 101 | SCHWAB STRATEGIC TR | 808524201 | 16,684 | $386,736 | 0.08% |
| 102 | ALERUS FINL CORP | 01446U103 | 20,100 | $386,724 | 0.08% |
| 103 | UBER TECHNOLOGIES INC | UBER | 6,076 | $366,505 | 0.08% |
| 104 | SCHWAB STRATEGIC TR | 808524763 | 12,150 | $360,855 | 0.08% |
| 105 | AMERICAN EXPRESS CO | AXP | 1,201 | $356,445 | 0.08% |
| 106 | FACTSET RESH SYS INC | 303075105 | 729 | $350,125 | 0.08% |
| 107 | SIMON PPTY GROUP INC NEW | 828806109 | 2,025 | $348,726 | 0.07% |
| 108 | VANGUARD WHITEHALL FDS | 921946810 | 4,311 | $344,811 | 0.07% |
| 109 | LULULEMON ATHLETICA INC | LULU | 896 | $342,640 | 0.07% |
| 110 | DOMINOS PIZZA INC | DPZ | 816 | $342,525 | 0.07% |
| 111 | VANGUARD INDEX FDS | 922908363 | 620 | $334,079 | 0.07% |
| 112 | S&P GLOBAL INC | SPGI | 668 | $332,685 | 0.07% |
| 113 | ALLSTATE CORP | ALL-PJ | 1,685 | $324,852 | 0.07% |
| 114 | UNITEDHEALTH GROUP INC | UNH | 635 | $321,222 | 0.07% |
| 115 | BROWN FORMAN CORP | BF-B | 8,355 | $317,323 | 0.07% |
| 116 | VERALTO CORP | VLTO | 3,081 | $313,800 | 0.07% |
| 117 | INVESCO QQQ TR | IVZ | 593 | $303,169 | 0.06% |
| 118 | VANGUARD INDEX FDS | 922908769 | 1,030 | $298,391 | 0.06% |
| 119 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 701 | $298,276 | 0.06% |
| 120 | AXON ENTERPRISE INC | AXON | 500 | $297,160 | 0.06% |
| 121 | AVALONBAY CMNTYS INC | AWX | 1,350 | $296,960 | 0.06% |
| 122 | ZOETIS INC | ZTS | 1,813 | $295,393 | 0.06% |
| 123 | MASTERCARD INCORPORATED | MA | 549 | $289,087 | 0.06% |
| 124 | HALEON PLC | HLNCF | 29,104 | $277,653 | 0.06% |
| 125 | HOME DEPOT INC | HD | 706 | $274,769 | 0.06% |
| 126 | PALANTIR TECHNOLOGIES INC | PLTR | 3,500 | $264,705 | 0.06% |
| 127 | ABBOTT LABS | ABLZF | 2,334 | $263,999 | 0.06% |
| 128 | UNILEVER PLC | UNLYF | 4,520 | $256,284 | 0.05% |
| 129 | EMERSON ELEC CO | EMR | 2,039 | $252,694 | 0.05% |
| 130 | SHELL PLC | RYDAF | 4,000 | $250,600 | 0.05% |
| 131 | GILEAD SCIENCES INC | GILD | 2,704 | $249,794 | 0.05% |
| 132 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 3,189 | $249,317 | 0.05% |
| 133 | FASTENAL CO | FAST | 3,452 | $248,234 | 0.05% |
| 134 | SCHWAB STRATEGIC TR | 808524607 | 9,598 | $248,205 | 0.05% |
| 135 | FEDERAL RLTY INVT TR NEW | 313745101 | 2,150 | $240,693 | 0.05% |
| 136 | NETFLIX INC | NFLX | 266 | $237,092 | 0.05% |
| 137 | INFOSYS LTD | INFY | 10,428 | $228,582 | 0.05% |
| 138 | ORACLE CORP | ORCL-PD | 1,350 | $224,964 | 0.05% |
| 139 | INTUIT | INTU | 354 | $222,489 | 0.05% |
| 140 | WELLTOWER INC | WELL | 1,699 | $214,125 | 0.05% |
| 141 | ELI LILLY & CO | LLY | 270 | $208,440 | 0.04% |
| 142 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,180 | $206,772 | 0.04% |
| 143 | TRUIST FINL CORP | 89832Q109 | 4,727 | $205,058 | 0.04% |
| 144 | KINDER MORGAN INC DEL | EP-PC | 7,320 | $200,568 | 0.04% |
| 145 | CISCO SYS INC | CSCO | 3,387 | $200,525 | 0.04% |
| 146 | FVCBANKCORP INC | FVCB | 12,206 | $153,430 | 0.03% |
| 147 | FORD MTR CO | 345370860 | 11,450 | $113,355 | 0.02% |
| 148 | RANI THERAPEUTICS HLDGS INC | RANI | 19,893 | $27,254 | 0.01% |
| 149 | LINEAGE CELL THERAPEUTICS IN | 53566P109 | 13,000 | $6,533 | 0.00% |