13F HOLDINGS REPORT
Lafayette Investments, Inc.
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001308377-25-000008
Total Value
$522.2M
Positions
156
Other Managers
0
Confidential Omitted
No
Holdings (156)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 117,876 | $59.3M | 11.35% |
| 2 | MARKEL GROUP INC | MKL | 20,175 | $38.6M | 7.38% |
| 3 | PROGRESSIVE CORP | 743315103 | 88,724 | $21.9M | 4.20% |
| 4 | KLA CORP | KLAC | 20,113 | $21.7M | 4.15% |
| 5 | META PLATFORMS INC | META | 28,521 | $20.9M | 4.01% |
| 6 | MICROSOFT CORP | MSFT | 36,437 | $18.9M | 3.61% |
| 7 | ALPHABET INC | GOOG | 73,331 | $17.9M | 3.42% |
| 8 | APPLE INC | AAPL | 58,295 | $14.8M | 2.84% |
| 9 | AUTOZONE INC | AZO | 2,868 | $12.3M | 2.36% |
| 10 | LOWES COS INC | 548661107 | 45,143 | $11.3M | 2.17% |
| 11 | PAYCHEX INC | PAYX | 88,897 | $11.3M | 2.16% |
| 12 | BARRICK MNG CORP | 06849F108 | 330,301 | $10.8M | 2.07% |
| 13 | NORFOLK SOUTHN CORP | 655844108 | 33,470 | $10.1M | 1.93% |
| 14 | SCHWAB CHARLES CORP | SCHW-PJ | 95,948 | $9.2M | 1.75% |
| 15 | JEFFERIES FINL GROUP INC | 47233W109 | 138,052 | $9.0M | 1.73% |
| 16 | PRICE T ROWE GROUP INC | TROW | 85,941 | $8.8M | 1.69% |
| 17 | JOHNSON & JOHNSON | JNJ | 45,093 | $8.4M | 1.60% |
| 18 | LOEWS CORP | L | 73,323 | $7.4M | 1.41% |
| 19 | LOCKHEED MARTIN CORP | LMT | 13,662 | $6.8M | 1.31% |
| 20 | PEPSICO INC | PEP | 48,183 | $6.8M | 1.30% |
| 21 | GENUINE PARTS CO | GPC | 47,324 | $6.6M | 1.26% |
| 22 | PAYCOM SOFTWARE INC | PAYC | 29,633 | $6.2M | 1.18% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 6,068 | $5.6M | 1.08% |
| 24 | STARBUCKS CORP | SBUX | 64,138 | $5.4M | 1.04% |
| 25 | DIAGEO PLC | DGEAF | 56,382 | $5.4M | 1.03% |
| 26 | GRAHAM HLDGS CO | GHM | 4,348 | $5.1M | 0.98% |
| 27 | ALLEGION PLC | ALLE | 28,650 | $5.1M | 0.97% |
| 28 | JPMORGAN CHASE & CO. | VYLD | 16,009 | $5.0M | 0.97% |
| 29 | LENNOX INTL INC | 526107107 | 9,370 | $5.0M | 0.95% |
| 30 | PARKER-HANNIFIN CORP | PH | 6,199 | $4.7M | 0.90% |
| 31 | EXXON MOBIL CORP | XOM | 41,360 | $4.7M | 0.89% |
| 32 | CHECK POINT SOFTWARE TECH LT | M22465104 | 22,203 | $4.6M | 0.88% |
| 33 | AMAZON COM INC | AMZN | 20,462 | $4.5M | 0.86% |
| 34 | ARISTA NETWORKS INC | ANET | 29,752 | $4.3M | 0.83% |
| 35 | PAYPAL HLDGS INC | PYPL | 63,278 | $4.2M | 0.81% |
| 36 | COCA COLA CO | KO | 63,580 | $4.2M | 0.81% |
| 37 | DISNEY WALT CO | 254687106 | 34,966 | $4.0M | 0.77% |
| 38 | MARSH & MCLENNAN COS INC | 571748102 | 19,476 | $3.9M | 0.75% |
| 39 | NOVO-NORDISK A S | NONOF | 68,845 | $3.8M | 0.73% |
| 40 | ACCENTURE PLC IRELAND | ACN | 15,480 | $3.8M | 0.73% |
| 41 | ESAB CORPORATION | ESAB | 34,105 | $3.8M | 0.73% |
| 42 | SMITH A O CORP | AOS | 51,548 | $3.8M | 0.72% |
| 43 | CORNING INC | GLW | 40,780 | $3.3M | 0.64% |
| 44 | MOHAWK INDS INC | 608190104 | 25,141 | $3.2M | 0.62% |
| 45 | TEXAS INSTRS INC | 882508104 | 17,497 | $3.2M | 0.62% |
| 46 | NIKE INC | NKE | 45,670 | $3.2M | 0.61% |
| 47 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 13,474 | $3.1M | 0.59% |
| 48 | VISA INC | V | 8,617 | $2.9M | 0.56% |
| 49 | BANK AMERICA CORP | 060505104 | 54,277 | $2.8M | 0.54% |
| 50 | AON PLC | AON | 6,645 | $2.4M | 0.45% |
| 51 | ASML HOLDING N V | ASMLF | 2,400 | $2.3M | 0.44% |
| 52 | WATERS CORP | 941848103 | 7,263 | $2.2M | 0.42% |
| 53 | ADOBE INC | ADBE | 5,894 | $2.1M | 0.40% |
| 54 | HASBRO INC | HAS | 26,886 | $2.0M | 0.39% |
| 55 | BROADCOM INC | AVGO | 5,974 | $2.0M | 0.38% |
| 56 | CHEVRON CORP NEW | CVX | 12,676 | $2.0M | 0.38% |
| 57 | MCDONALDS CORP | MCD | 5,951 | $1.8M | 0.35% |
| 58 | DANAHER CORPORATION | 235851102 | 8,228 | $1.6M | 0.31% |
| 59 | HERSHEY CO | HSY | 8,688 | $1.6M | 0.31% |
| 60 | OTIS WORLDWIDE CORP | OTIS | 16,974 | $1.6M | 0.30% |
| 61 | SEI INVTS CO | 784117103 | 15,274 | $1.3M | 0.25% |
| 62 | BOOKING HOLDINGS INC | BKNG | 239 | $1.3M | 0.25% |
| 63 | NVIDIA CORPORATION | NVDA | 6,623 | $1.2M | 0.24% |
| 64 | WELLS FARGO CO NEW | 949746101 | 14,625 | $1.2M | 0.23% |
| 65 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 16,917 | $1.1M | 0.22% |
| 66 | AUTOMATIC DATA PROCESSING IN | ADP | 3,816 | $1.1M | 0.21% |
| 67 | CROWDSTRIKE HLDGS INC | CRWD | 2,275 | $1.1M | 0.21% |
| 68 | INTERNATIONAL BUSINESS MACHS | INTR | 3,842 | $1.1M | 0.21% |
| 69 | GSK PLC | GLAXF | 23,300 | $1.0M | 0.19% |
| 70 | SPDR S&P 500 ETF TR | SPY | 1,499 | $998,604 | 0.19% |
| 71 | ULTA BEAUTY INC | ULTA | 1,777 | $971,575 | 0.19% |
| 72 | FACTSET RESH SYS INC | 303075105 | 3,240 | $928,228 | 0.18% |
| 73 | ALPHABET INC | GOOG | 3,790 | $921,349 | 0.18% |
| 74 | EATON CORP PLC | ETN | 2,455 | $918,784 | 0.18% |
| 75 | UBER TECHNOLOGIES INC | UBER | 9,010 | $882,710 | 0.17% |
| 76 | CATERPILLAR INC | CAT | 1,736 | $828,199 | 0.16% |
| 77 | RTX CORPORATION | RTX | 4,933 | $825,439 | 0.16% |
| 78 | MERCK & CO INC | MRK | 9,734 | $816,975 | 0.16% |
| 79 | VERIZON COMMUNICATIONS INC | VZ | 17,602 | $773,599 | 0.15% |
| 80 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,200 | 0.14% |
| 81 | SPDR GOLD TR | GLD | 2,092 | $743,644 | 0.14% |
| 82 | PALO ALTO NETWORKS INC | PANW | 3,582 | $729,367 | 0.14% |
| 83 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,832 | $726,931 | 0.14% |
| 84 | TRANE TECHNOLOGIES PLC | TT | 1,722 | $726,616 | 0.14% |
| 85 | HONEYWELL INTL INC | 438516106 | 3,440 | $724,120 | 0.14% |
| 86 | WHIRLPOOL CORP | WHR-PA | 8,797 | $691,427 | 0.13% |
| 87 | VANGUARD INDEX FDS | 922908769 | 2,049 | $672,299 | 0.13% |
| 88 | GENERAL DYNAMICS CORP | GD | 1,968 | $671,088 | 0.13% |
| 89 | SCHWAB STRATEGIC TR | 808524771 | 23,747 | $624,547 | 0.12% |
| 90 | ALTRIA GROUP INC | MO | 9,188 | $606,960 | 0.12% |
| 91 | ZOETIS INC | ZTS | 3,882 | $568,015 | 0.11% |
| 92 | CAPITAL ONE FINL CORP | 14040H105 | 2,642 | $561,637 | 0.11% |
| 93 | FRANCO NEV CORP | FNV | 2,515 | $560,619 | 0.11% |
| 94 | SCHLUMBERGER LTD | SLB | 16,000 | $549,920 | 0.11% |
| 95 | PFIZER INC | PFE | 20,352 | $518,572 | 0.10% |
| 96 | VANGUARD WHITEHALL FDS | 921946810 | 5,780 | $517,705 | 0.10% |
| 97 | DUKE ENERGY CORP NEW | DUKB | 3,914 | $484,358 | 0.09% |
| 98 | MARRIOTT INTL INC NEW | 571903202 | 1,851 | $482,075 | 0.09% |
| 99 | AIRBNB INC | ABNB | 3,885 | $471,717 | 0.09% |
| 100 | QUALCOMM INC | QCOM | 2,794 | $464,810 | 0.09% |
| 101 | THERMO FISHER SCIENTIFIC INC | TMO | 935 | $453,494 | 0.09% |
| 102 | S&P GLOBAL INC | SPGI | 931 | $453,128 | 0.09% |
| 103 | ABBVIE INC | ABBV | 1,941 | $449,420 | 0.09% |
| 104 | ALERUS FINL CORP | 01446U103 | 20,100 | $445,014 | 0.09% |
| 105 | SCHWAB STRATEGIC TR | 808524201 | 16,847 | $443,750 | 0.08% |
| 106 | VERALTO CORP | VLTO | 3,940 | $420,044 | 0.08% |
| 107 | DOMINOS PIZZA INC | DPZ | 955 | $412,284 | 0.08% |
| 108 | ABBOTT LABS | ABLZF | 3,071 | $411,330 | 0.08% |
| 109 | VITESSE ENERGY INC | VTS | 17,653 | $410,080 | 0.08% |
| 110 | ORACLE CORP | ORCL-PD | 1,400 | $393,736 | 0.08% |
| 111 | SALESFORCE INC | CRM | 1,661 | $393,657 | 0.08% |
| 112 | METTLER TOLEDO INTERNATIONAL | MTD | 318 | $390,380 | 0.07% |
| 113 | VANGUARD INDEX FDS | 922908363 | 630 | $385,830 | 0.07% |
| 114 | SCHWAB STRATEGIC TR | 808524763 | 12,326 | $384,079 | 0.07% |
| 115 | FEDEX CORP | FDX | 1,619 | $381,777 | 0.07% |
| 116 | SIMON PPTY GROUP INC NEW | 828806109 | 2,025 | $380,032 | 0.07% |
| 117 | INTUIT | INTU | 549 | $374,918 | 0.07% |
| 118 | ALLSTATE CORP | ALL-PJ | 1,685 | $361,686 | 0.07% |
| 119 | AXON ENTERPRISE INC | AXON | 500 | $358,820 | 0.07% |
| 120 | PROCTER AND GAMBLE CO | 742718109 | 2,267 | $348,267 | 0.07% |
| 121 | AMERICAN EXPRESS CO | AXP | 1,044 | $346,776 | 0.07% |
| 122 | FASTENAL CO | FAST | 6,904 | $338,573 | 0.06% |
| 123 | MASTERCARD INCORPORATED | MA | 581 | $330,479 | 0.06% |
| 124 | NETFLIX INC | NFLX | 275 | $329,703 | 0.06% |
| 125 | AT&T INC | T-PC | 11,570 | $326,737 | 0.06% |
| 126 | EAGLE BANCORP INC MD | EGBN | 16,000 | $323,520 | 0.06% |
| 127 | UNITEDHEALTH GROUP INC | UNH | 918 | $316,986 | 0.06% |
| 128 | WELLTOWER INC | WELL | 1,699 | $302,660 | 0.06% |
| 129 | SHELL PLC | RYDAF | 4,103 | $293,488 | 0.06% |
| 130 | HOME DEPOT INC | HD | 708 | $286,934 | 0.05% |
| 131 | UNILEVER PLC | UNLYF | 4,520 | $267,946 | 0.05% |
| 132 | SCHWAB STRATEGIC TR | 808524607 | 9,588 | $267,506 | 0.05% |
| 133 | TRUIST FINL CORP | 89832Q109 | 5,727 | $261,839 | 0.05% |
| 134 | HALEON PLC | HLNCF | 29,104 | $261,063 | 0.05% |
| 135 | AVALONBAY CMNTYS INC | AWX | 1,350 | $260,780 | 0.05% |
| 136 | KINDER MORGAN INC DEL | EP-PC | 8,980 | $254,224 | 0.05% |
| 137 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 7,095 | $250,383 | 0.05% |
| 138 | LULULEMON ATHLETICA INC | LULU | 1,376 | $244,832 | 0.05% |
| 139 | GENERAL MTRS CO | 37045V100 | 4,007 | $244,307 | 0.05% |
| 140 | PALANTIR TECHNOLOGIES INC | PLTR | 1,325 | $241,707 | 0.05% |
| 141 | BLACKROCK INC | BLK | 199 | $232,009 | 0.04% |
| 142 | CISCO SYS INC | CSCO | 3,387 | $231,755 | 0.04% |
| 143 | MSCI INC | MSCI | 400 | $226,964 | 0.04% |
| 144 | ISHARES TR | 464287465 | 2,391 | $223,245 | 0.04% |
| 145 | PHILIP MORRIS INTL INC | 718172109 | 1,374 | $222,863 | 0.04% |
| 146 | SCHWAB STRATEGIC TR | 808524755 | 5,076 | $218,065 | 0.04% |
| 147 | FEDERAL RLTY INVT TR NEW | 313745101 | 2,150 | $217,817 | 0.04% |
| 148 | EMERSON ELEC CO | EMR | 1,639 | $215,005 | 0.04% |
| 149 | BROWN FORMAN CORP | BF-B | 7,922 | $214,528 | 0.04% |
| 150 | FISERV INC | FISV | 1,563 | $201,518 | 0.04% |
| 151 | DOMINION ENERGY INC | D | 3,281 | $200,699 | 0.04% |
| 152 | CARLYLE GROUP INC | CGABL | 3,200 | $200,640 | 0.04% |
| 153 | FORTINET INC | FTNT | 2,383 | $200,363 | 0.04% |
| 154 | FVCBANKCORP INC | FVCB | 12,206 | $158,312 | 0.03% |
| 155 | LINEAGE CELL THERAPEUTICS IN | 53566P109 | 13,000 | $21,970 | 0.00% |
| 156 | RANI THERAPEUTICS HLDGS INC | RANI | 19,893 | $9,943 | 0.00% |