13F HOLDINGS REPORT
Lafayette Investments, Inc.
Quarter ended Q2 2025 · Filed July 30, 2025 · Accession 0001308377-25-000007
Total Value
$494.8M
Positions
151
Other Managers
0
Confidential Omitted
No
Holdings (151)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 118,045 | $57.3M | 11.59% |
| 2 | MARKEL GROUP INC | MKL | 20,186 | $40.3M | 8.15% |
| 3 | PROGRESSIVE CORP | 743315103 | 89,174 | $23.8M | 4.81% |
| 4 | META PLATFORMS INC | META | 28,162 | $20.8M | 4.20% |
| 5 | MICROSOFT CORP | MSFT | 36,076 | $17.9M | 3.63% |
| 6 | KLA CORP | KLAC | 20,027 | $17.9M | 3.63% |
| 7 | ALPHABET INC | GOOG | 73,290 | $13.0M | 2.63% |
| 8 | PAYCHEX INC | PAYX | 88,064 | $12.8M | 2.59% |
| 9 | APPLE INC | AAPL | 58,335 | $12.0M | 2.42% |
| 10 | AUTOZONE INC | AZO | 3,155 | $11.7M | 2.37% |
| 11 | LOWES COS INC | 548661107 | 45,432 | $10.1M | 2.04% |
| 12 | SCHWAB CHARLES CORP | SCHW-PJ | 96,849 | $8.8M | 1.79% |
| 13 | NORFOLK SOUTHN CORP | 655844108 | 33,519 | $8.6M | 1.73% |
| 14 | PRICE T ROWE GROUP INC | TROW | 86,156 | $8.3M | 1.68% |
| 15 | JEFFERIES FINL GROUP INC | 47233W109 | 138,810 | $7.6M | 1.53% |
| 16 | JOHNSON & JOHNSON | JNJ | 47,735 | $7.3M | 1.47% |
| 17 | BARRICK MNG CORP | 06849F108 | 330,451 | $6.9M | 1.39% |
| 18 | LOEWS CORP | L | 73,393 | $6.7M | 1.36% |
| 19 | PAYCOM SOFTWARE INC | PAYC | 28,850 | $6.7M | 1.35% |
| 20 | LOCKHEED MARTIN CORP | LMT | 13,939 | $6.5M | 1.30% |
| 21 | PEPSICO INC | PEP | 48,616 | $6.4M | 1.30% |
| 22 | STARBUCKS CORP | SBUX | 64,822 | $5.9M | 1.20% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 5,868 | $5.8M | 1.17% |
| 24 | GENUINE PARTS CO | GPC | 47,483 | $5.8M | 1.16% |
| 25 | DIAGEO PLC | DGEAF | 56,935 | $5.7M | 1.16% |
| 26 | LENNOX INTL INC | 526107107 | 9,388 | $5.4M | 1.09% |
| 27 | CHECK POINT SOFTWARE TECH LT | M22465104 | 22,536 | $5.0M | 1.01% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 16,046 | $4.7M | 0.94% |
| 29 | COCA COLA CO | KO | 64,451 | $4.6M | 0.92% |
| 30 | PAYPAL HLDGS INC | PYPL | 60,312 | $4.5M | 0.91% |
| 31 | EXXON MOBIL CORP | XOM | 41,576 | $4.5M | 0.91% |
| 32 | AMAZON COM INC | AMZN | 19,925 | $4.4M | 0.88% |
| 33 | PARKER-HANNIFIN CORP | PH | 6,214 | $4.3M | 0.88% |
| 34 | DISNEY WALT CO | 254687106 | 34,966 | $4.3M | 0.88% |
| 35 | ACCENTURE PLC IRELAND | ACN | 14,450 | $4.3M | 0.87% |
| 36 | MARSH & MCLENNAN COS INC | 571748102 | 19,624 | $4.3M | 0.87% |
| 37 | ALLEGION PLC | ALLE | 29,487 | $4.2M | 0.86% |
| 38 | ESAB CORPORATION | ESAB | 34,258 | $4.1M | 0.83% |
| 39 | GRAHAM HLDGS CO | GHM | 4,350 | $4.1M | 0.83% |
| 40 | TEXAS INSTRS INC | 882508104 | 17,704 | $3.7M | 0.74% |
| 41 | CORNING INC | GLW | 65,253 | $3.4M | 0.69% |
| 42 | SMITH A O CORP | AOS | 51,923 | $3.4M | 0.69% |
| 43 | NOVO-NORDISK A S | NONOF | 47,754 | $3.3M | 0.67% |
| 44 | NIKE INC | NKE | 45,128 | $3.2M | 0.65% |
| 45 | ARISTA NETWORKS INC | ANET | 29,752 | $3.0M | 0.62% |
| 46 | VISA INC | V | 8,184 | $2.9M | 0.59% |
| 47 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 13,625 | $2.8M | 0.58% |
| 48 | WATERS CORP | 941848103 | 7,842 | $2.7M | 0.55% |
| 49 | MOHAWK INDS INC | 608190104 | 25,211 | $2.6M | 0.53% |
| 50 | BANK AMERICA CORP | 060505104 | 54,217 | $2.6M | 0.52% |
| 51 | AON PLC | AON | 6,633 | $2.4M | 0.48% |
| 52 | HASBRO INC | HAS | 27,925 | $2.1M | 0.42% |
| 53 | ADOBE INC | ADBE | 5,230 | $2.0M | 0.41% |
| 54 | MCDONALDS CORP | MCD | 6,239 | $1.8M | 0.37% |
| 55 | CHEVRON CORP NEW | CVX | 12,662 | $1.8M | 0.37% |
| 56 | DANAHER CORPORATION | 235851102 | 8,461 | $1.7M | 0.34% |
| 57 | BROADCOM INC | AVGO | 6,030 | $1.7M | 0.34% |
| 58 | HERSHEY CO | HSY | 8,748 | $1.5M | 0.29% |
| 59 | BOOKING HOLDINGS INC | BKNG | 240 | $1.4M | 0.28% |
| 60 | SEI INVTS CO | 784117103 | 15,274 | $1.4M | 0.28% |
| 61 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 16,908 | $1.3M | 0.27% |
| 62 | OTIS WORLDWIDE CORP | OTIS | 13,290 | $1.3M | 0.27% |
| 63 | ULTA BEAUTY INC | ULTA | 2,663 | $1.2M | 0.25% |
| 64 | WELLS FARGO CO NEW | 949746101 | 14,795 | $1.2M | 0.24% |
| 65 | ASML HOLDING N V | ASMLF | 1,470 | $1.2M | 0.24% |
| 66 | AUTOMATIC DATA PROCESSING IN | ADP | 3,789 | $1.2M | 0.24% |
| 67 | CROWDSTRIKE HLDGS INC | CRWD | 2,275 | $1.2M | 0.23% |
| 68 | INTERNATIONAL BUSINESS MACHS | INTR | 3,852 | $1.1M | 0.23% |
| 69 | NVIDIA CORPORATION | NVDA | 6,475 | $1.0M | 0.21% |
| 70 | SPDR S&P 500 ETF TR | SPY | 1,499 | $926,158 | 0.19% |
| 71 | GSK PLC | GLAXF | 23,300 | $894,720 | 0.18% |
| 72 | WHIRLPOOL CORP | WHR-PA | 8,812 | $893,734 | 0.18% |
| 73 | UBER TECHNOLOGIES INC | UBER | 8,826 | $823,466 | 0.17% |
| 74 | MERCK & CO INC | MRK | 10,396 | $822,948 | 0.17% |
| 75 | EATON CORP PLC | ETN | 2,300 | $821,077 | 0.17% |
| 76 | HONEYWELL INTL INC | 438516106 | 3,290 | $766,176 | 0.15% |
| 77 | VERIZON COMMUNICATIONS INC | VZ | 17,602 | $761,630 | 0.15% |
| 78 | TRANE TECHNOLOGIES PLC | TT | 1,722 | $753,221 | 0.15% |
| 79 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $728,800 | 0.15% |
| 80 | ALPHABET INC | GOOG | 4,090 | $720,781 | 0.15% |
| 81 | RTX CORPORATION | RTX | 4,933 | $720,317 | 0.15% |
| 82 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,832 | $696,428 | 0.14% |
| 83 | CATERPILLAR INC | CAT | 1,736 | $673,824 | 0.14% |
| 84 | SPDR GOLD TR | GLD | 2,121 | $646,545 | 0.13% |
| 85 | VANGUARD INDEX FDS | 922908769 | 2,032 | $617,501 | 0.12% |
| 86 | GENERAL DYNAMICS CORP | GD | 2,068 | $603,153 | 0.12% |
| 87 | SCHWAB STRATEGIC TR | 808524771 | 23,785 | $583,684 | 0.12% |
| 88 | PALO ALTO NETWORKS INC | PANW | 2,750 | $562,760 | 0.11% |
| 89 | PROCTER AND GAMBLE CO | 742718109 | 3,503 | $558,026 | 0.11% |
| 90 | ZOETIS INC | ZTS | 3,473 | $541,615 | 0.11% |
| 91 | SCHLUMBERGER LTD | SLB | 16,000 | $540,800 | 0.11% |
| 92 | ALTRIA GROUP INC | MO | 9,188 | $538,693 | 0.11% |
| 93 | CAPITAL ONE FINL CORP | 14040H105 | 2,442 | $519,560 | 0.11% |
| 94 | MARRIOTT INTL INC NEW | 571903202 | 1,838 | $502,160 | 0.10% |
| 95 | PFIZER INC | PFE | 20,503 | $496,996 | 0.10% |
| 96 | INTEL CORP | INTC | 21,496 | $481,522 | 0.10% |
| 97 | DUKE ENERGY CORP NEW | DUKB | 3,904 | $460,672 | 0.09% |
| 98 | QUALCOMM INC | QCOM | 2,794 | $444,973 | 0.09% |
| 99 | S&P GLOBAL INC | SPGI | 837 | $441,342 | 0.09% |
| 100 | ALERUS FINL CORP | 01446U103 | 20,100 | $434,964 | 0.09% |
| 101 | VANGUARD WHITEHALL FDS | 921946810 | 4,691 | $422,787 | 0.09% |
| 102 | DOMINOS PIZZA INC | DPZ | 929 | $418,608 | 0.08% |
| 103 | AXON ENTERPRISE INC | AXON | 500 | $413,970 | 0.08% |
| 104 | SCHWAB STRATEGIC TR | 808524201 | 16,927 | $413,696 | 0.08% |
| 105 | FACTSET RESH SYS INC | 303075105 | 911 | $407,473 | 0.08% |
| 106 | VITESSE ENERGY INC | VTS | 18,345 | $405,238 | 0.08% |
| 107 | FRANCO NEV CORP | FNV | 2,455 | $402,424 | 0.08% |
| 108 | VERALTO CORP | VLTO | 3,940 | $397,743 | 0.08% |
| 109 | ABBVIE INC | ABBV | 2,141 | $397,413 | 0.08% |
| 110 | INTUIT | INTU | 501 | $394,603 | 0.08% |
| 111 | FISERV INC | FISV | 2,288 | $394,475 | 0.08% |
| 112 | THERMO FISHER SCIENTIFIC INC | TMO | 927 | $375,862 | 0.08% |
| 113 | METTLER TOLEDO INTERNATIONAL | MTD | 318 | $373,561 | 0.08% |
| 114 | FEDEX CORP | FDX | 1,619 | $368,015 | 0.07% |
| 115 | NETFLIX INC | NFLX | 274 | $366,922 | 0.07% |
| 116 | SCHWAB STRATEGIC TR | 808524763 | 12,601 | $361,019 | 0.07% |
| 117 | VANGUARD INDEX FDS | 922908363 | 630 | $357,882 | 0.07% |
| 118 | ABBOTT LABS | ABLZF | 2,571 | $349,682 | 0.07% |
| 119 | AMERICAN EXPRESS CO | AXP | 1,081 | $344,818 | 0.07% |
| 120 | ALLSTATE CORP | ALL-PJ | 1,685 | $339,208 | 0.07% |
| 121 | AT&T INC | T-PC | 11,570 | $334,836 | 0.07% |
| 122 | SIMON PPTY GROUP INC NEW | 828806109 | 2,025 | $325,539 | 0.07% |
| 123 | MASTERCARD INCORPORATED | MA | 575 | $323,116 | 0.07% |
| 124 | EAGLE BANCORP INC MD | EGBN | 16,500 | $321,420 | 0.06% |
| 125 | AIRBNB INC | ABNB | 2,312 | $305,971 | 0.06% |
| 126 | HALEON PLC | HLNCF | 29,104 | $301,809 | 0.06% |
| 127 | FASTENAL CO | FAST | 6,904 | $289,968 | 0.06% |
| 128 | SHELL PLC | RYDAF | 4,103 | $288,893 | 0.06% |
| 129 | UNITEDHEALTH GROUP INC | UNH | 918 | $286,389 | 0.06% |
| 130 | LULULEMON ATHLETICA INC | LULU | 1,180 | $280,345 | 0.06% |
| 131 | ORACLE CORP | ORCL-PD | 1,275 | $278,754 | 0.06% |
| 132 | UNILEVER PLC | UNLYF | 4,520 | $276,489 | 0.06% |
| 133 | AVALONBAY CMNTYS INC | AWX | 1,350 | $274,725 | 0.06% |
| 134 | KINDER MORGAN INC DEL | EP-PC | 8,980 | $264,012 | 0.05% |
| 135 | WELLTOWER INC | WELL | 1,699 | $261,188 | 0.05% |
| 136 | HOME DEPOT INC | HD | 708 | $259,439 | 0.05% |
| 137 | PHILIP MORRIS INTL INC | 718172109 | 1,390 | $253,161 | 0.05% |
| 138 | SCHWAB STRATEGIC TR | 808524607 | 9,824 | $248,548 | 0.05% |
| 139 | TRUIST FINL CORP | 89832Q109 | 5,727 | $246,204 | 0.05% |
| 140 | CISCO SYS INC | CSCO | 3,387 | $235,007 | 0.05% |
| 141 | ELI LILLY & CO | LLY | 295 | $229,962 | 0.05% |
| 142 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 7,095 | $221,932 | 0.04% |
| 143 | EMERSON ELEC CO | EMR | 1,639 | $218,528 | 0.04% |
| 144 | ISHARES TR | 464287465 | 2,391 | $213,729 | 0.04% |
| 145 | BROWN FORMAN CORP | BF-B | 7,822 | $210,491 | 0.04% |
| 146 | SCHWAB STRATEGIC TR | 808524755 | 5,171 | $206,944 | 0.04% |
| 147 | BLACKROCK INC | BLK | 197 | $206,703 | 0.04% |
| 148 | FEDERAL RLTY INVT TR NEW | 313745101 | 2,150 | $204,229 | 0.04% |
| 149 | FVCBANKCORP INC | FVCB | 12,206 | $144,031 | 0.03% |
| 150 | LINEAGE CELL THERAPEUTICS IN | 53566P109 | 13,000 | $11,797 | 0.00% |
| 151 | RANI THERAPEUTICS HLDGS INC | RANI | 19,893 | $10,224 | 0.00% |