Skip to content

13F-HR filed by Lafayette Investments, Inc.

Lafayette Investments, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-04, with 156 holding rows worth $529,090,141.

Accession
0001308377-26-000001
Filed
2026-02-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 156 entries on the cover page, a total value of $529,090,141 stated on the cover page (in dollars after the unit check, H1), rows summing to $529,090,141 with VALUE read as dollars as filed, 13F file number 028-11053. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Berkshire Hathaway Inc084670702COM118,839$59,734,424dollars as filed
MARKELGROUPINC570535104STOK20,393$43,837,813dollars as filed
KLA CORP482480100COM18,975$23,056,412dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM71,329$22,383,129dollars as filed
Progressive Corporation743315103COM88,867$20,236,708dollars as filed
META PLATFORMS INC CL A30303M102COM28,860$19,050,241dollars as filed
Microsoft Corp594918104COM36,579$17,690,389dollars as filed
Apple Inc037833100COM58,155$15,809,997dollars as filed
BARRICK MNG CORP06849F108COM SHS328,535$14,307,700dollars as filed
Lowes Companies,Inc.548661107COM44,008$10,613,028dollars as filed
PAYCHEX INC704326107COM89,445$10,033,919dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock33,429$9,651,724dollars as filed
Charles Schwab Corp808513105COM95,684$9,559,801dollars as filed
AUTOZONE INC COM053332102Stock2,739$9,289,319dollars as filed
Johnson & Johnson478160104COM44,680$9,246,480dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock85,220$8,724,814dollars as filed
JEFFERIES FINANCIAL GROUP IN47233W109COM137,585$8,526,122dollars as filed
LOEWS CORP COM540424108Stock72,923$7,679,522dollars as filed
PepsiCo,Inc.713448108COM46,932$6,735,634dollars as filed
Lockheed Martin Corporation539830109COM13,588$6,572,011dollars as filed
GENUINE PARTS CO COM372460105Stock46,209$5,681,867dollars as filed
Starbucks Corporation855244109COM63,850$5,376,774dollars as filed
Amazon.com, Inc023135106COM22,627$5,222,765dollars as filed
PAYCOMSOFTWAREINC70432V102STOK32,743$5,217,942dollars as filed
JPMorgan Chase & Co46625H100COM15,889$5,119,889dollars as filed
EXXON MOBIL CORP30231G102COM41,101$4,946,089dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock5,564$4,890,720dollars as filed
GRAHAM HLDGS CO COM CL B384637104Stock4,290$4,713,532dollars as filed
LENNOX INTL INC COM526107107Stock9,247$4,490,159dollars as filed
Coca-Cola Company191216100COM63,589$4,445,527dollars as filed
Accenture Plc Class AG1151C101COM15,838$4,249,336dollars as filed
Costco Wholesale Corporation22160K105COM4,892$4,218,568dollars as filed
CHECK POINT SOFTWARE TECH LTD ORDM22465104Stock22,128$4,106,072dollars as filed
Walt Disney Co254687106COM34,751$3,953,606dollars as filed
ALLEGION PLCG0176J109ORD SHS24,088$3,835,292dollars as filed
ESAB CORPORATION29605J106COM34,266$3,828,222dollars as filed
PAYPALHLDGSINC70450Y103STOK64,588$3,770,637dollars as filed
Marsh & McLennan Companies,Inc.571748102COM19,347$3,589,256dollars as filed
NOVO-NORDISK A S ADR670100205ADR69,138$3,517,742dollars as filed
MADISON SQUARE GRDN SPRT CORP CL A55825T103Stock13,489$3,488,991dollars as filed
ARISTA NETWORKS INC040413205COM26,621$3,488,150dollars as filed
CORNING INC219350105COM37,871$3,315,980dollars as filed
SMITH A O CORP COM831865209Stock47,991$3,209,639dollars as filed
DIAGEO PLC SPON ADR NEW25243Q205ADR36,527$3,151,203dollars as filed
Visa Inc92826C839COM8,684$3,045,566dollars as filed
Texas Instruments Incorporated882508104COM16,996$2,948,713dollars as filed
PROFESIONALLY MANAGED PORTFO74316P579AKRE FOCUS ETF44,588$2,920,960dollars as filed
Bank of America Corp060505104COM50,445$2,774,475dollars as filed
NIKE,Inc. Class B654106103COM43,411$2,765,701dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK74,370$2,751,690dollars as filed
MOHAWK INDS INC608190104COM24,806$2,711,296dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,475$2,647,904dollars as filed
WATERS CORP COM941848103Stock6,759$2,567,271dollars as filed
AON PLC SHS CL AG0403H108Stock6,670$2,353,710dollars as filed
Adobe Inc00724F101COM6,481$2,268,286dollars as filed
HASBRO INC COM418056107Stock26,574$2,179,068dollars as filed
Broadcom Inc.11135F101COM6,274$2,171,432dollars as filed
Chevron Corporation166764100COM12,676$1,931,950dollars as filed
Danaher Corporation235851102COM7,728$1,769,094dollars as filed
McDonalds Corporation580135101COM5,660$1,729,997dollars as filed
BROWN FORMAN CORP CL B115637209Stock62,437$1,627,109dollars as filed
HERSHEY CO COM427866108Stock8,251$1,501,451dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock16,499$1,369,417dollars as filed
Booking Holdings Inc.09857L108COM254$1,360,254dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock15,472$1,351,480dollars as filed
FACTSET RESH SYS INC COM303075105Stock4,475$1,298,601dollars as filed
NVIDIA Corp67066G104COM6,933$1,293,005dollars as filed
Wells Fargo & Company949746101COM13,690$1,275,908dollars as filed
SEI INVTS CO COM784117103Stock15,271$1,252,528dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM2,575$1,207,057dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,790$1,186,270dollars as filed
GSK PLC SPONSORED ADR37733W204ADR23,300$1,142,632dollars as filed
International Business Machines Corporation459200101COM3,842$1,138,039dollars as filed
Merck & Co.,Inc.58933Y105COM9,686$1,019,549dollars as filed
SPY78462F103SHS1,489$1,015,379dollars as filed
Caterpillar Inc.149123101COM1,736$994,343dollars as filed
ULTA BEAUTY INC COM90384S303Stock1,572$951,076dollars as filed
Raytheon Technologies Corporation75513E101COM4,933$904,713dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM4,571$875,621dollars as filed
Verizon Communications Inc92343V104COM21,361$870,025dollars as filed
Uber Technologies90353T100COM10,335$844,473dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,091$828,685dollars as filed
PALO ALTO NETWORKS INC697435105COM4,282$788,745dollars as filed
Eaton Corp. PlcG29183103COM2,455$781,943dollars as filed
VTI922908769COM2,320$777,938dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A1$754,800dollars as filed
Automatic Data Processing,Inc.053015103COM2,894$744,424dollars as filed
Airbnb, Inc. Class A009066101COM5,216$707,916dollars as filed
Honeywell Technologies438516106COM3,440$671,110dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock1,722$670,203dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L23,747$646,156dollars as filed
CAPITAL ONE FINL CORP14040H105COM2,642$640,316dollars as filed
WHIRLPOOL CORP COM963320106Stock8,548$616,642dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,817$611,712dollars as filed
S&P Global,Inc.78409V104COM1,115$582,688dollars as filed
ZOETIS INC CL A98978V103Stock4,580$576,256dollars as filed
Vanguard International Dividend Appreciation ETF921946810SHS6,013$549,849dollars as filed
FRANCO NEV CORP COM351858105Stock2,612$541,416dollars as filed
Altria Group Inc02209S103COM9,188$529,781dollars as filed
Pfizer Inc.717081103COM20,187$502,659dollars as filed
Schlumberger Limited806857108COM13,000$498,940dollars as filed
Salesforce.com, Inc79466L302COM1,878$497,501dollars as filed
Qualcomm Incorporated747525103COM2,894$495,019dollars as filed
ALERUS FINL CORP01446U103COM21,900$493,188dollars as filed
Thermo Fisher Scientific Inc.883556102COM835$483,841dollars as filed
FEDEX CORP COM31428X106Stock1,619$467,665dollars as filed
Intuit Inc.461202103COM698$462,370dollars as filed
Duke Energy Corporation26441C204COM3,914$458,760dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS16,847$453,353dollars as filed
DOMINOS PIZZA INC COM25754A201Stock1,036$431,826dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock308$429,411dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS6,480$404,785dollars as filed
Vanguard S&P 500 ETF922908363COM630$395,134dollars as filed
VERALTO CORP COM SHS92338C103Stock3,900$389,142dollars as filed
SCHWAB STRATEGIC TR808524763FUNDAMENTAL US S12,326$388,393dollars as filed
AbbVie,Inc.00287Y109COM1,691$386,377dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock1,234$382,837dollars as filed
AT&T Inc00206R102COM14,816$368,030dollars as filed
American Express Company025816109COM974$360,332dollars as filed
MasterCard, Inc57636Q104COM628$358,513dollars as filed
Netflix, Inc64110L106COM3,781$354,507dollars as filed
ALLSTATE CORP COM020002101Stock1,685$350,733dollars as filed
EAGLE BANCORPORATION INC268948106COM16,000$342,720dollars as filed
VITESSE ENERGY INC COMMON STOCK92852X103Stock17,513$337,301dollars as filed
Morgan Stanley617446448COM1,847$327,898dollars as filed
ATLANTIC UN BANKSHARES CORP COM04911A107Stock9,145$322,819dollars as filed
Abbott Laboratories002824100COM2,571$322,121dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT1,725$319,315dollars as filed
WELLTOWER INC COM95040Q104REIT1,699$315,352dollars as filed
UnitedHealth Group Inc91324P102COM918$303,041dollars as filed
SHELL PLC SPON ADS780259305ADR4,103$301,489dollars as filed
LULULEMON ATHLETICA INC550021109COM1,428$296,753dollars as filed
HALEON PLC SPON ADS405552100ADR29,104$294,242dollars as filed
GENERAL MTRS CO COM37045V100Stock3,507$285,190dollars as filed
TRUIST FINL CORP COM89832Q109Stock5,727$281,826dollars as filed
Walmart Inc.931142103COM2,494$277,857dollars as filed
FASTENAL CO COM311900104Stock6,904$277,058dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS9,588$273,067dollars as filed
FORTINET INC COM34959E109Stock3,401$270,074dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR4,016$262,647dollars as filed
Cisco Systems,Inc.17275R102COM3,387$260,919dollars as filed
MSCI INC COM55354G100Stock445$255,310dollars as filed
Eli Lilly and Company532457108COM237$254,700dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock8,980$246,861dollars as filed
AVALONBAY CMNTYS INC COM053484101REIT1,350$244,769dollars as filed
Home Depot, Inc437076102COM709$243,887dollars as filed
ISHARES TR464287465MSCI EAFE ETF2,392$229,683dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL5,076$229,486dollars as filed
Procter & Gamble Co742718109COM1,519$217,665dollars as filed
FEDERAL RLTY INVT TR NEW313745101SH BEN INT NEW2,150$216,720dollars as filed
Oracle Corporation68389X105COM1,100$214,401dollars as filed
BlackRock,Inc.09290D101COM199$212,998dollars as filed
Philip Morris International Inc.718172109COM1,324$212,370dollars as filed
FVCBANKCORP INC36120Q101COMMON STOCK12,206$169,786dollars as filed
RANI THERAPEUTICS HLDGS INC753018100CMN22,979$31,022dollars as filed
LINEAGE CELL THERAPEUTICS IN53566P109COMMON STOCK13,000$21,710dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001308377-26-000001this filing2026-02-04acceptance time not in the bulk data set