13F HOLDINGS REPORT
Lafayette Investments, Inc.
Quarter ended Q1 2025 · Filed April 24, 2025 · Accession 0001308377-25-000005
Total Value
$472.8M
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 118,768 | $63.3M | 13.38% |
| 2 | MARKEL GROUP INC | MKL | 20,248 | $37.9M | 8.01% |
| 3 | PROGRESSIVE CORP | 743315103 | 90,779 | $25.7M | 5.43% |
| 4 | META PLATFORMS INC | META | 27,858 | $16.1M | 3.40% |
| 5 | MICROSOFT CORP | MSFT | 36,173 | $13.6M | 2.87% |
| 6 | KLA CORP | KLAC | 19,860 | $13.5M | 2.86% |
| 7 | PAYCHEX INC | PAYX | 86,822 | $13.4M | 2.83% |
| 8 | APPLE INC | AAPL | 57,906 | $12.9M | 2.72% |
| 9 | AUTOZONE INC | AZO | 3,259 | $12.4M | 2.63% |
| 10 | ALPHABET INC | GOOG | 71,399 | $11.2M | 2.36% |
| 11 | LOWES COS INC | 548661107 | 47,069 | $11.0M | 2.32% |
| 12 | PRICE T ROWE GROUP INC | TROW | 87,146 | $8.0M | 1.69% |
| 13 | NORFOLK SOUTHN CORP | 655844108 | 33,738 | $8.0M | 1.69% |
| 14 | JOHNSON & JOHNSON | JNJ | 48,036 | $8.0M | 1.69% |
| 15 | SCHWAB CHARLES CORP | SCHW-PJ | 97,500 | $7.6M | 1.61% |
| 16 | JEFFERIES FINL GROUP INC | 47233W109 | 138,858 | $7.4M | 1.57% |
| 17 | PEPSICO INC | PEP | 47,805 | $7.2M | 1.52% |
| 18 | LOEWS CORP | L | 73,192 | $6.7M | 1.42% |
| 19 | STARBUCKS CORP | SBUX | 66,076 | $6.5M | 1.37% |
| 20 | BARRICK GOLD CORP | 067901108 | 331,966 | $6.5M | 1.37% |
| 21 | LOCKHEED MARTIN CORP | LMT | 14,197 | $6.3M | 1.34% |
| 22 | PAYCOM SOFTWARE INC | PAYC | 28,340 | $6.2M | 1.31% |
| 23 | DIAGEO PLC | DGEAF | 58,316 | $6.1M | 1.29% |
| 24 | COSTCO WHSL CORP NEW | 22160K105 | 6,118 | $5.8M | 1.22% |
| 25 | GENUINE PARTS CO | GPC | 47,924 | $5.7M | 1.21% |
| 26 | LENNOX INTL INC | 526107107 | 9,866 | $5.5M | 1.17% |
| 27 | CHECK POINT SOFTWARE TECH LT | M22465104 | 23,776 | $5.4M | 1.15% |
| 28 | MARSH & MCLENNAN COS INC | 571748102 | 19,788 | $4.8M | 1.02% |
| 29 | COCA COLA CO | KO | 64,634 | $4.6M | 0.98% |
| 30 | ACCENTURE PLC IRELAND | ACN | 14,167 | $4.4M | 0.94% |
| 31 | GRAHAM HLDGS CO | GHM | 4,350 | $4.2M | 0.88% |
| 32 | EXXON MOBIL CORP | XOM | 34,768 | $4.1M | 0.87% |
| 33 | ALLEGION PLC | ALLE | 31,249 | $4.1M | 0.86% |
| 34 | ESAB CORPORATION | ESAB | 34,496 | $4.0M | 0.85% |
| 35 | PARKER-HANNIFIN CORP | PH | 6,312 | $3.8M | 0.81% |
| 36 | PAYPAL HLDGS INC | PYPL | 58,337 | $3.8M | 0.81% |
| 37 | DISNEY WALT CO | 254687106 | 35,654 | $3.5M | 0.74% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 14,219 | $3.5M | 0.74% |
| 39 | AMAZON COM INC | AMZN | 17,874 | $3.4M | 0.72% |
| 40 | SMITH A O CORP | AOS | 51,535 | $3.4M | 0.71% |
| 41 | CORNING INC | GLW | 67,324 | $3.1M | 0.65% |
| 42 | WATERS CORP | 941848103 | 8,300 | $3.1M | 0.65% |
| 43 | NIKE INC | NKE | 45,393 | $2.9M | 0.61% |
| 44 | MOHAWK INDS INC | 608190104 | 24,903 | $2.8M | 0.60% |
| 45 | VISA INC | V | 7,979 | $2.8M | 0.59% |
| 46 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 14,156 | $2.8M | 0.58% |
| 47 | AON PLC | AON | 6,544 | $2.6M | 0.55% |
| 48 | ARISTA NETWORKS INC | ANET | 29,691 | $2.3M | 0.49% |
| 49 | BANK AMERICA CORP | 060505104 | 54,267 | $2.3M | 0.48% |
| 50 | CHEVRON CORP NEW | CVX | 12,742 | $2.1M | 0.45% |
| 51 | TEXAS INSTRS INC | 882508104 | 11,688 | $2.1M | 0.44% |
| 52 | MCDONALDS CORP | MCD | 6,540 | $2.0M | 0.43% |
| 53 | HASBRO INC | HAS | 28,704 | $1.8M | 0.37% |
| 54 | DANAHER CORPORATION | 235851102 | 8,471 | $1.7M | 0.37% |
| 55 | ULTA BEAUTY INC | ULTA | 4,524 | $1.7M | 0.35% |
| 56 | ADOBE INC | ADBE | 4,000 | $1.5M | 0.32% |
| 57 | HERSHEY CO | HSY | 8,902 | $1.5M | 0.32% |
| 58 | OTIS WORLDWIDE CORP | OTIS | 12,882 | $1.3M | 0.28% |
| 59 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 16,980 | $1.3M | 0.27% |
| 60 | SEI INVTS CO | 784117103 | 15,419 | $1.2M | 0.25% |
| 61 | AUTOMATIC DATA PROCESSING IN | ADP | 3,750 | $1.1M | 0.24% |
| 62 | WELLS FARGO CO NEW | 949746101 | 15,395 | $1.1M | 0.23% |
| 63 | BOOKING HOLDINGS INC | BKNG | 239 | $1.1M | 0.23% |
| 64 | INTERNATIONAL BUSINESS MACHS | INTR | 3,852 | $957,839 | 0.20% |
| 65 | ASML HOLDING N V | ASMLF | 1,435 | $950,875 | 0.20% |
| 66 | GSK PLC | GLAXF | 23,300 | $902,642 | 0.19% |
| 67 | BROADCOM INC | AVGO | 5,205 | $871,474 | 0.18% |
| 68 | CROWDSTRIKE HLDGS INC | CRWD | 2,400 | $846,192 | 0.18% |
| 69 | SPDR S&P 500 ETF TR | SPY | 1,499 | $838,526 | 0.18% |
| 70 | FISERV INC | FISV | 3,788 | $836,505 | 0.18% |
| 71 | MERCK & CO INC | MRK | 9,044 | $811,790 | 0.17% |
| 72 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $798,442 | 0.17% |
| 73 | WHIRLPOOL CORP | WHR-PA | 8,811 | $794,147 | 0.17% |
| 74 | VERIZON COMMUNICATIONS INC | VZ | 16,259 | $737,499 | 0.16% |
| 75 | HONEYWELL INTL INC | 438516106 | 3,290 | $696,658 | 0.15% |
| 76 | NVIDIA CORPORATION | NVDA | 6,325 | $685,504 | 0.14% |
| 77 | ALPHABET INC | GOOG | 4,287 | $662,942 | 0.14% |
| 78 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,812 | $660,353 | 0.14% |
| 79 | RTX CORPORATION | RTX | 4,933 | $653,426 | 0.14% |
| 80 | EATON CORP PLC | ETN | 2,375 | $645,597 | 0.14% |
| 81 | SPDR GOLD TR | GLD | 2,121 | $611,145 | 0.13% |
| 82 | UBER TECHNOLOGIES INC | UBER | 8,338 | $607,507 | 0.13% |
| 83 | PROCTER AND GAMBLE CO | 742718109 | 3,501 | $596,567 | 0.13% |
| 84 | SCHLUMBERGER LTD | SLB | 14,000 | $585,200 | 0.12% |
| 85 | ALTRIA GROUP INC | MO | 9,738 | $584,475 | 0.12% |
| 86 | TRANE TECHNOLOGIES PLC | TT | 1,722 | $580,177 | 0.12% |
| 87 | CATERPILLAR INC | CAT | 1,736 | $572,441 | 0.12% |
| 88 | SCHWAB STRATEGIC TR | 808524771 | 23,700 | $559,557 | 0.12% |
| 89 | GENERAL DYNAMICS CORP | GD | 1,999 | $544,888 | 0.12% |
| 90 | PFIZER INC | PFE | 20,503 | $519,549 | 0.11% |
| 91 | ZOETIS INC | ZTS | 3,050 | $502,183 | 0.11% |
| 92 | INTEL CORP | INTC | 21,497 | $488,208 | 0.10% |
| 93 | NOVO-NORDISK A S | NONOF | 7,029 | $488,094 | 0.10% |
| 94 | AT&T INC | T-PC | 16,935 | $478,909 | 0.10% |
| 95 | PALO ALTO NETWORKS INC | PANW | 2,750 | $469,260 | 0.10% |
| 96 | VITESSE ENERGY INC | VTS | 18,576 | $456,789 | 0.10% |
| 97 | THERMO FISHER SCIENTIFIC INC | TMO | 905 | $450,328 | 0.10% |
| 98 | ABBVIE INC | ABBV | 2,141 | $448,583 | 0.09% |
| 99 | MARRIOTT INTL INC NEW | 571903202 | 1,804 | $429,713 | 0.09% |
| 100 | DOMINOS PIZZA INC | DPZ | 905 | $415,803 | 0.09% |
| 101 | CABLE ONE INC | CABO | 1,564 | $415,665 | 0.09% |
| 102 | GENERAL MTRS CO | 37045V100 | 8,507 | $400,085 | 0.08% |
| 103 | FEDEX CORP | FDX | 1,619 | $394,680 | 0.08% |
| 104 | S&P GLOBAL INC | SPGI | 767 | $389,713 | 0.08% |
| 105 | FACTSET RESH SYS INC | 303075105 | 846 | $384,626 | 0.08% |
| 106 | VERALTO CORP | VLTO | 3,940 | $383,953 | 0.08% |
| 107 | METTLER TOLEDO INTERNATIONAL | MTD | 321 | $379,073 | 0.08% |
| 108 | UNITEDHEALTH GROUP INC | UNH | 723 | $378,672 | 0.08% |
| 109 | SCHWAB STRATEGIC TR | 808524201 | 16,866 | $372,402 | 0.08% |
| 110 | ALERUS FINL CORP | 01446U103 | 20,100 | $371,046 | 0.08% |
| 111 | FRANCO NEV CORP | FNV | 2,286 | $360,183 | 0.08% |
| 112 | VANGUARD WHITEHALL FDS | 921946810 | 4,326 | $358,772 | 0.08% |
| 113 | EAGLE BANCORP INC MD | EGBN | 16,750 | $351,750 | 0.07% |
| 114 | ALLSTATE CORP | ALL-PJ | 1,685 | $348,913 | 0.07% |
| 115 | SCHWAB STRATEGIC TR | 808524763 | 12,551 | $343,772 | 0.07% |
| 116 | ABBOTT LABS | ABLZF | 2,571 | $341,044 | 0.07% |
| 117 | SIMON PPTY GROUP INC NEW | 828806109 | 2,025 | $336,312 | 0.07% |
| 118 | VANGUARD INDEX FDS | 922908363 | 622 | $319,673 | 0.07% |
| 119 | MASTERCARD INCORPORATED | MA | 575 | $315,169 | 0.07% |
| 120 | CAPITAL ONE FINL CORP | 14040H105 | 1,734 | $310,907 | 0.07% |
| 121 | AMERICAN EXPRESS CO | AXP | 1,121 | $301,606 | 0.06% |
| 122 | HALEON PLC | HLNCF | 29,104 | $299,481 | 0.06% |
| 123 | SHELL PLC | RYDAF | 4,000 | $293,120 | 0.06% |
| 124 | AVALONBAY CMNTYS INC | AWX | 1,350 | $289,737 | 0.06% |
| 125 | LULULEMON ATHLETICA INC | LULU | 1,015 | $287,306 | 0.06% |
| 126 | INTUIT | INTU | 463 | $284,278 | 0.06% |
| 127 | VANGUARD INDEX FDS | 922908769 | 1,005 | $276,137 | 0.06% |
| 128 | GILEAD SCIENCES INC | GILD | 2,454 | $275,002 | 0.06% |
| 129 | BROWN FORMAN CORP | BF-B | 7,973 | $270,604 | 0.06% |
| 130 | UNILEVER PLC | UNLYF | 4,520 | $269,166 | 0.06% |
| 131 | FASTENAL CO | FAST | 3,452 | $267,703 | 0.06% |
| 132 | AXON ENTERPRISE INC | AXON | 500 | $262,975 | 0.06% |
| 133 | WELLTOWER INC | WELL | 1,699 | $260,304 | 0.06% |
| 134 | HOME DEPOT INC | HD | 707 | $259,099 | 0.05% |
| 135 | NETFLIX INC | NFLX | 266 | $248,053 | 0.05% |
| 136 | ELI LILLY & CO | LLY | 295 | $243,644 | 0.05% |
| 137 | AIRBNB INC | ABNB | 1,945 | $232,350 | 0.05% |
| 138 | SCHWAB STRATEGIC TR | 808524607 | 9,824 | $230,177 | 0.05% |
| 139 | PHILIP MORRIS INTL INC | 718172109 | 1,445 | $229,365 | 0.05% |
| 140 | EMERSON ELEC CO | EMR | 2,039 | $223,556 | 0.05% |
| 141 | FEDERAL RLTY INVT TR NEW | 313745101 | 2,150 | $210,313 | 0.04% |
| 142 | CISCO SYS INC | CSCO | 3,387 | $209,026 | 0.04% |
| 143 | KINDER MORGAN INC DEL | EP-PC | 7,220 | $205,987 | 0.04% |
| 144 | FVCBANKCORP INC | FVCB | 12,206 | $129,018 | 0.03% |
| 145 | RANI THERAPEUTICS HLDGS INC | RANI | 19,893 | $25,066 | 0.01% |
| 146 | LINEAGE CELL THERAPEUTICS IN | 53566P109 | 13,000 | $5,871 | 0.00% |