13F HOLDINGS REPORT
Lafayette Investments, Inc.
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001308377-26-000001
Total Value
$529.1M
Positions
156
Other Managers
0
Confidential Omitted
No
Holdings (156)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 118,839 | $59.7M | 11.29% |
| 2 | MARKEL GROUP INC | MKL | 20,393 | $43.8M | 8.29% |
| 3 | KLA CORP | KLAC | 18,975 | $23.1M | 4.36% |
| 4 | ALPHABET INC | GOOG | 71,329 | $22.4M | 4.23% |
| 5 | PROGRESSIVE CORP | 743315103 | 88,867 | $20.2M | 3.82% |
| 6 | META PLATFORMS INC | META | 28,860 | $19.1M | 3.60% |
| 7 | MICROSOFT CORP | MSFT | 36,579 | $17.7M | 3.34% |
| 8 | APPLE INC | AAPL | 58,155 | $15.8M | 2.99% |
| 9 | BARRICK MNG CORP | 06849F108 | 328,535 | $14.3M | 2.70% |
| 10 | LOWES COS INC | 548661107 | 44,008 | $10.6M | 2.01% |
| 11 | PAYCHEX INC | PAYX | 89,445 | $10.0M | 1.90% |
| 12 | NORFOLK SOUTHN CORP | 655844108 | 33,429 | $9.7M | 1.82% |
| 13 | SCHWAB CHARLES CORP | SCHW-PJ | 95,684 | $9.6M | 1.81% |
| 14 | AUTOZONE INC | AZO | 2,739 | $9.3M | 1.76% |
| 15 | JOHNSON & JOHNSON | JNJ | 44,680 | $9.2M | 1.75% |
| 16 | PRICE T ROWE GROUP INC | TROW | 85,220 | $8.7M | 1.65% |
| 17 | JEFFERIES FINL GROUP INC | 47233W109 | 137,585 | $8.5M | 1.61% |
| 18 | LOEWS CORP | L | 72,923 | $7.7M | 1.45% |
| 19 | PEPSICO INC | PEP | 46,932 | $6.7M | 1.27% |
| 20 | LOCKHEED MARTIN CORP | LMT | 13,588 | $6.6M | 1.24% |
| 21 | GENUINE PARTS CO | GPC | 46,209 | $5.7M | 1.07% |
| 22 | STARBUCKS CORP | SBUX | 63,850 | $5.4M | 1.02% |
| 23 | AMAZON COM INC | AMZN | 22,627 | $5.2M | 0.99% |
| 24 | PAYCOM SOFTWARE INC | PAYC | 32,743 | $5.2M | 0.99% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 15,889 | $5.1M | 0.97% |
| 26 | EXXON MOBIL CORP | XOM | 41,101 | $4.9M | 0.93% |
| 27 | PARKER-HANNIFIN CORP | PH | 5,564 | $4.9M | 0.92% |
| 28 | GRAHAM HLDGS CO | GHM | 4,290 | $4.7M | 0.89% |
| 29 | LENNOX INTL INC | 526107107 | 9,247 | $4.5M | 0.85% |
| 30 | COCA COLA CO | KO | 63,589 | $4.4M | 0.84% |
| 31 | ACCENTURE PLC IRELAND | ACN | 15,838 | $4.2M | 0.80% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 4,892 | $4.2M | 0.80% |
| 33 | CHECK POINT SOFTWARE TECH LT | M22465104 | 22,128 | $4.1M | 0.78% |
| 34 | DISNEY WALT CO | 254687106 | 34,751 | $4.0M | 0.75% |
| 35 | ALLEGION PLC | ALLE | 24,088 | $3.8M | 0.72% |
| 36 | ESAB CORPORATION | ESAB | 34,266 | $3.8M | 0.72% |
| 37 | PAYPAL HLDGS INC | PYPL | 64,588 | $3.8M | 0.71% |
| 38 | MARSH & MCLENNAN COS INC | 571748102 | 19,347 | $3.6M | 0.68% |
| 39 | NOVO-NORDISK A S | NONOF | 69,138 | $3.5M | 0.66% |
| 40 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 13,489 | $3.5M | 0.66% |
| 41 | ARISTA NETWORKS INC | ANET | 26,621 | $3.5M | 0.66% |
| 42 | CORNING INC | GLW | 37,871 | $3.3M | 0.63% |
| 43 | SMITH A O CORP | AOS | 47,991 | $3.2M | 0.61% |
| 44 | DIAGEO PLC | DGEAF | 36,527 | $3.2M | 0.60% |
| 45 | VISA INC | V | 8,684 | $3.0M | 0.58% |
| 46 | TEXAS INSTRS INC | 882508104 | 16,996 | $2.9M | 0.56% |
| 47 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 44,588 | $2.9M | 0.55% |
| 48 | BANK AMERICA CORP | 060505104 | 50,445 | $2.8M | 0.52% |
| 49 | NIKE INC | NKE | 43,411 | $2.8M | 0.52% |
| 50 | CHIPOTLE MEXICAN GRILL INC | CMG | 74,370 | $2.8M | 0.52% |
| 51 | MOHAWK INDS INC | 608190104 | 24,806 | $2.7M | 0.51% |
| 52 | ASML HOLDING N V | ASMLF | 2,475 | $2.6M | 0.50% |
| 53 | WATERS CORP | 941848103 | 6,759 | $2.6M | 0.49% |
| 54 | AON PLC | AON | 6,670 | $2.4M | 0.44% |
| 55 | ADOBE INC | ADBE | 6,481 | $2.3M | 0.43% |
| 56 | HASBRO INC | HAS | 26,574 | $2.2M | 0.41% |
| 57 | BROADCOM INC | AVGO | 6,274 | $2.2M | 0.41% |
| 58 | CHEVRON CORP NEW | CVX | 12,676 | $1.9M | 0.37% |
| 59 | DANAHER CORPORATION | 235851102 | 7,728 | $1.8M | 0.33% |
| 60 | MCDONALDS CORP | MCD | 5,660 | $1.7M | 0.33% |
| 61 | BROWN FORMAN CORP | BF-B | 62,437 | $1.6M | 0.31% |
| 62 | HERSHEY CO | HSY | 8,251 | $1.5M | 0.28% |
| 63 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 16,499 | $1.4M | 0.26% |
| 64 | BOOKING HOLDINGS INC | BKNG | 254 | $1.4M | 0.26% |
| 65 | OTIS WORLDWIDE CORP | OTIS | 15,472 | $1.4M | 0.26% |
| 66 | FACTSET RESH SYS INC | 303075105 | 4,475 | $1.3M | 0.25% |
| 67 | NVIDIA CORPORATION | NVDA | 6,933 | $1.3M | 0.24% |
| 68 | WELLS FARGO CO NEW | 949746101 | 13,690 | $1.3M | 0.24% |
| 69 | SEI INVTS CO | 784117103 | 15,271 | $1.3M | 0.24% |
| 70 | CROWDSTRIKE HLDGS INC | CRWD | 2,575 | $1.2M | 0.23% |
| 71 | ALPHABET INC | GOOG | 3,790 | $1.2M | 0.22% |
| 72 | GSK PLC | GLAXF | 23,300 | $1.1M | 0.22% |
| 73 | INTERNATIONAL BUSINESS MACHS | INTR | 3,842 | $1.1M | 0.22% |
| 74 | MERCK & CO INC | MRK | 9,686 | $1.0M | 0.19% |
| 75 | SPDR S&P 500 ETF TR | SPY | 1,489 | $1.0M | 0.19% |
| 76 | CATERPILLAR INC | CAT | 1,736 | $994,343 | 0.19% |
| 77 | ULTA BEAUTY INC | ULTA | 1,572 | $951,076 | 0.18% |
| 78 | RTX CORPORATION | RTX | 4,933 | $904,713 | 0.17% |
| 79 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,571 | $875,621 | 0.17% |
| 80 | VERIZON COMMUNICATIONS INC | VZ | 21,361 | $870,025 | 0.16% |
| 81 | UBER TECHNOLOGIES INC | UBER | 10,335 | $844,473 | 0.16% |
| 82 | SPDR GOLD TR | GLD | 2,091 | $828,685 | 0.16% |
| 83 | PALO ALTO NETWORKS INC | PANW | 4,282 | $788,745 | 0.15% |
| 84 | EATON CORP PLC | ETN | 2,455 | $781,943 | 0.15% |
| 85 | VANGUARD INDEX FDS | 922908769 | 2,320 | $777,938 | 0.15% |
| 86 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1 | $754,800 | 0.14% |
| 87 | AUTOMATIC DATA PROCESSING IN | ADP | 2,894 | $744,424 | 0.14% |
| 88 | AIRBNB INC | ABNB | 5,216 | $707,916 | 0.13% |
| 89 | HONEYWELL INTL INC | 438516106 | 3,440 | $671,110 | 0.13% |
| 90 | TRANE TECHNOLOGIES PLC | TT | 1,722 | $670,203 | 0.13% |
| 91 | SCHWAB STRATEGIC TR | 808524771 | 23,747 | $646,156 | 0.12% |
| 92 | CAPITAL ONE FINL CORP | 14040H105 | 2,642 | $640,316 | 0.12% |
| 93 | WHIRLPOOL CORP | WHR-PA | 8,548 | $616,642 | 0.12% |
| 94 | GENERAL DYNAMICS CORP | GD | 1,817 | $611,712 | 0.12% |
| 95 | S&P GLOBAL INC | SPGI | 1,115 | $582,688 | 0.11% |
| 96 | ZOETIS INC | ZTS | 4,580 | $576,256 | 0.11% |
| 97 | VANGUARD WHITEHALL FDS | 921946810 | 6,013 | $549,849 | 0.10% |
| 98 | FRANCO NEV CORP | FNV | 2,612 | $541,416 | 0.10% |
| 99 | ALTRIA GROUP INC | MO | 9,188 | $529,781 | 0.10% |
| 100 | PFIZER INC | PFE | 20,187 | $502,659 | 0.10% |
| 101 | SLB LIMITED | SLB | 13,000 | $498,940 | 0.09% |
| 102 | SALESFORCE INC | CRM | 1,878 | $497,501 | 0.09% |
| 103 | QUALCOMM INC | QCOM | 2,894 | $495,019 | 0.09% |
| 104 | ALERUS FINL CORP | 01446U103 | 21,900 | $493,188 | 0.09% |
| 105 | THERMO FISHER SCIENTIFIC INC | TMO | 835 | $483,841 | 0.09% |
| 106 | FEDEX CORP | FDX | 1,619 | $467,665 | 0.09% |
| 107 | INTUIT | INTU | 698 | $462,370 | 0.09% |
| 108 | DUKE ENERGY CORP NEW | DUKB | 3,914 | $458,760 | 0.09% |
| 109 | SCHWAB STRATEGIC TR | 808524201 | 16,847 | $453,353 | 0.09% |
| 110 | DOMINOS PIZZA INC | DPZ | 1,036 | $431,826 | 0.08% |
| 111 | METTLER TOLEDO INTERNATIONAL | MTD | 308 | $429,411 | 0.08% |
| 112 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,480 | $404,785 | 0.08% |
| 113 | VANGUARD INDEX FDS | 922908363 | 630 | $395,134 | 0.07% |
| 114 | VERALTO CORP | VLTO | 3,900 | $389,142 | 0.07% |
| 115 | SCHWAB STRATEGIC TR | 808524763 | 12,326 | $388,393 | 0.07% |
| 116 | ABBVIE INC | ABBV | 1,691 | $386,377 | 0.07% |
| 117 | MARRIOTT INTL INC NEW | 571903202 | 1,234 | $382,837 | 0.07% |
| 118 | AT&T INC | T-PC | 14,816 | $368,030 | 0.07% |
| 119 | AMERICAN EXPRESS CO | AXP | 974 | $360,332 | 0.07% |
| 120 | MASTERCARD INCORPORATED | MA | 628 | $358,513 | 0.07% |
| 121 | NETFLIX INC | NFLX | 3,781 | $354,507 | 0.07% |
| 122 | ALLSTATE CORP | ALL-PJ | 1,685 | $350,733 | 0.07% |
| 123 | EAGLE BANCORP INC MD | EGBN | 16,000 | $342,720 | 0.06% |
| 124 | VITESSE ENERGY INC | VTS | 17,513 | $337,301 | 0.06% |
| 125 | MORGAN STANLEY | MS-PQ | 1,847 | $327,898 | 0.06% |
| 126 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 9,145 | $322,819 | 0.06% |
| 127 | ABBOTT LABS | ABLZF | 2,571 | $322,121 | 0.06% |
| 128 | SIMON PPTY GROUP INC NEW | 828806109 | 1,725 | $319,315 | 0.06% |
| 129 | WELLTOWER INC | WELL | 1,699 | $315,352 | 0.06% |
| 130 | UNITEDHEALTH GROUP INC | UNH | 918 | $303,041 | 0.06% |
| 131 | SHELL PLC | RYDAF | 4,103 | $301,489 | 0.06% |
| 132 | LULULEMON ATHLETICA INC | LULU | 1,428 | $296,753 | 0.06% |
| 133 | HALEON PLC | HLNCF | 29,104 | $294,242 | 0.06% |
| 134 | GENERAL MTRS CO | 37045V100 | 3,507 | $285,190 | 0.05% |
| 135 | TRUIST FINL CORP | 89832Q109 | 5,727 | $281,826 | 0.05% |
| 136 | WALMART INC | WMT | 2,494 | $277,857 | 0.05% |
| 137 | FASTENAL CO | FAST | 6,904 | $277,058 | 0.05% |
| 138 | SCHWAB STRATEGIC TR | 808524607 | 9,588 | $273,067 | 0.05% |
| 139 | FORTINET INC | FTNT | 3,401 | $270,074 | 0.05% |
| 140 | UNILEVER PLC | UNLYF | 4,016 | $262,647 | 0.05% |
| 141 | CISCO SYS INC | CSCO | 3,387 | $260,919 | 0.05% |
| 142 | MSCI INC | MSCI | 445 | $255,310 | 0.05% |
| 143 | ELI LILLY & CO | LLY | 237 | $254,700 | 0.05% |
| 144 | KINDER MORGAN INC DEL | EP-PC | 8,980 | $246,861 | 0.05% |
| 145 | AVALONBAY CMNTYS INC | AWX | 1,350 | $244,769 | 0.05% |
| 146 | HOME DEPOT INC | HD | 709 | $243,887 | 0.05% |
| 147 | ISHARES TR | 464287465 | 2,392 | $229,683 | 0.04% |
| 148 | SCHWAB STRATEGIC TR | 808524755 | 5,076 | $229,486 | 0.04% |
| 149 | PROCTER AND GAMBLE CO | 742718109 | 1,519 | $217,665 | 0.04% |
| 150 | FEDERAL RLTY INVT TR NEW | 313745101 | 2,150 | $216,720 | 0.04% |
| 151 | ORACLE CORP | ORCL-PD | 1,100 | $214,401 | 0.04% |
| 152 | BLACKROCK INC | BLK | 199 | $212,998 | 0.04% |
| 153 | PHILIP MORRIS INTL INC | 718172109 | 1,324 | $212,370 | 0.04% |
| 154 | FVCBANKCORP INC | FVCB | 12,206 | $169,786 | 0.03% |
| 155 | RANI THERAPEUTICS HLDGS INC | RANI | 22,979 | $31,022 | 0.01% |
| 156 | LINEAGE CELL THERAPEUTICS IN | 53566P109 | 13,000 | $21,710 | 0.00% |