Lafayette Investments, Inc.
13F Reported Value
ⓘ$493.9M
Holdings
158
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lafayette Investments, Inc. disclosed 158 positions worth $493.9M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 11.4% of the equity portfolio, followed by $MKL and $KLAC. During the quarter the fund opened 8 new positions and exited 7 — including a new stake in $KHC and a full exit from $ULTA. The portfolio is most concentrated in Financials (34.3% of disclosed assets). All figures are sourced directly from Lafayette Investments, Inc.’s Form 13F-HR filing with the SEC under CIK 1308377.
AI Fund Analysis
Diversifying
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$56.1M117,082 sh - 68.2#426
Quality
$38.1M19,901 sh - 84.4#13
Quality
$25.1M17,017 sh - 80.2
Quality
$20.1M69,977 sh - 83.6
Quality
$17.4M88,022 sh - 80.9
Quality
$16.2M28,245 sh - 76.1
Quality
$14.7M57,744 sh - 83.7
Quality
$13.6M36,807 sh - 72.8
Quality
$10.6M43,382 sh - 63.5
Quality
$10.4M43,928 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $56.1M | 117,082 |
 MARKEL GROUP INC.$MKL | 68.2#426 | $38.1M | 19,901 |
 KLA CORP$KLAC | 84.4#13 | $25.1M | 17,017 |
 Alphabet Inc.$GOOGL | 80.2 | $20.1M | 69,977 |
 PROGRESSIVE CORP/OH/$PGR | 83.6 | $17.4M | 88,022 |
 Meta Platforms, Inc.$META | 80.9 | $16.2M | 28,245 |
 Apple Inc.$AAPL | 76.1 | $14.7M | 57,744 |
 MICROSOFT CORP$MSFT | 83.7 | $13.6M | 36,807 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $10.6M | 43,382 |
 LOWES COMPANIES INC$LOW | 63.5 | $10.4M | 43,928 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lafayette Investments, Inc.'s 158 positions.
Showing top 10 of 158 holdings.
Sector Allocation
Financials
$169.4M
Technology
$139.9M
Consumer Discretionary
$58.2M
Industrials
$45.2M
Consumer Staples
$19.4M
Healthcare
$17.9M
Materials
$13.0M
Energy
$11.2M
Full Holdings — Lafayette Investments, Inc. (Q1 2026)
All 158 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $56.1M | 11.4% | -1% | 64.5 |
| 2 | $MKL | MARKEL GROUP INC. | $38.1M | 7.7% | -2% | 68.2 |
| 3 | $KLAC | KLA CORP | $25.1M | 5.1% | -10% | 84.4 |
| 4 | $GOOGL | Alphabet Inc. | $20.1M | 4.1% | -2% | 80.2 |
| 5 | $PGR | PROGRESSIVE CORP/OH/ | $17.4M | 3.5% | -1% | 83.6 |
| 6 | $META | Meta Platforms, Inc. | $16.2M | 3.3% | -2% | 80.9 |
| 7 | $AAPL | Apple Inc. | $14.7M | 3.0% | -1% | 76.1 |
| 8 | $MSFT | MICROSOFT CORP | $13.6M | 2.8% | +1% | 83.7 |
| 9 | $JNJ | JOHNSON & JOHNSON | $10.6M | 2.1% | -3% | 72.8 |
| 10 | $LOW | LOWES COMPANIES INC | $10.4M | 2.1% | -0% | 63.5 |
| 11 |  $B | BARRICK MINING CORP | $10.0M | 2.0% | -25% | — |
| 12 |  $NSC | NORFOLK SOUTHERN CORP | $9.2M | 1.9% | -5% | 70.8 |
| 13 |  $AZO | AUTOZONE INC | $9.1M | 1.9% | -1% | 66.5 |
| 14 |  $SCHW | SCHWAB CHARLES CORP | $8.9M | 1.8% | -1% | 77.2 |
| 15 |  $PAYX | PAYCHEX INC | $8.2M | 1.7% | +0% | 75.1 |
| 16 |  $LMT | LOCKHEED MARTIN CORP | $8.2M | 1.7% | -0% | 65 |
| 17 |  $TROW | PRICE T ROWE GROUP INC | $7.7M | 1.6% | +1% | 75.8 |
| 18 |  $L | LOEWS CORP | $7.7M | 1.6% | -1% | 75.2 |
| 19 |  $PEP | PEPSICO INC | $7.1M | 1.4% | -2% | 62.7 |
| 20 |  $XOM | EXXON MOBIL CORP | $6.9M | 1.4% | -1% | 61.8 |
| 21 |  $JEF | Jefferies Financial Group Inc. | $5.7M | 1.1% | +0% | 65.6 |
| 22 |  $PAYC | Paycom Software, Inc. | $5.5M | 1.1% | +38% | 69.8 |
| 23 |  $SBUX | STARBUCKS CORP | $5.2M | 1.1% | -9% | 54.6 |
| 24 |  $COST | COSTCO WHOLESALE CORP /NEW | $5.0M | 1.0% | +2% | 67 |
| 25 |  $AMZN | AMAZON COM INC | $4.9M | 1.0% | +4% | 74.6 |
| 26 |  $GPC | GENUINE PARTS CO | $4.8M | 1.0% | -1% | 54.2 |
| 27 |  $KO | COCA COLA CO | $4.8M | 1.0% | -1% | 74 |
| 28 |  $JPM | JPMORGAN CHASE & CO | $4.6M | 0.9% | -1% | 35.6 |
| 29 |  $PH | Parker-Hannifin Corp | $4.5M | 0.9% | -9% | 73.8 |
| 30 |  $GHC | Graham Holdings Co | $4.5M | 0.9% | -1% | 62 |
| 31 |  $MSGS | Madison Square Garden Sports Corp. | $4.3M | 0.9% | -1% | 46.5 |
| 32 |  $LII | LENNOX INTERNATIONAL INC | $4.2M | 0.8% | -3% | 64.8 |
| 33 |  $ALLE | Allegion plc | $3.4M | 0.7% | -2% | — |
| 34 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3.3M | 0.7% | -1% | 71.5 |
| 35 |  $DIS | Walt Disney Co | $3.3M | 0.7% | -2% | 68.9 |
| 36 |  $ADBE | ADOBE INC. | $3.3M | 0.7% | +108% | 80.4 |
| 37 |  $ASML | ASML HOLDING NV | $3.3M | 0.7% | +0% | — |
| 38 |  $ESAB | ESAB Corp | $3.2M | 0.7% | -3% | 58.3 |
| 39 |  $ACN | Accenture plc | $3.2M | 0.7% | +2% | — |
| 40 |  $TXN | TEXAS INSTRUMENTS INC | $3.2M | 0.6% | -4% | 70.4 |
| 41 |  $PYPL | PayPal Holdings, Inc. | $3.1M | 0.6% | +5% | 70.5 |
| 42 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $3.1M | 0.6% | -3% | — |
| 43 |  $AOS | SMITH A O CORP | $3.0M | 0.6% | -4% | 66.7 |
| 44 |  $V | VISA INC. | $2.7M | 0.6% | +4% | 83.5 |
| 45 |  $DEO | DIAGEO PLC | $2.7M | 0.6% | +0% | — |
| 46 |  $ANET | Arista Networks, Inc. | $2.7M | 0.6% | -18% | 86 |
| 47 |  $NVO | NOVO NORDISK A S | $2.7M | 0.5% | +5% | — |
| 48 |  $CVX | CHEVRON CORP | $2.5M | 0.5% | -4% | 54.7 |
| 49 |  $HAS | HASBRO, INC. | $2.4M | 0.5% | -2% | 43.1 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.5% | -1% | 68.4 |
| 51 | — | PROFESIONALLY MANAGED PORTFO | $2.4M | 0.5% | +2% | — |
| 52 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.4M | 0.5% | +0% | 72.9 |
| 53 |  $CRM | Salesforce, Inc. | $2.3M | 0.5% | +568% | 75.2 |
| 54 |  $MHK | MOHAWK INDUSTRIES INC | $2.3M | 0.5% | -5% | 56.8 |
| 55 |  $GLW | CORNING INC /NY | $2.3M | 0.5% | -55% | 72.7 |
| 56 |  $NKE | NIKE, Inc. | $2.2M | 0.5% | -3% | 53.4 |
| 57 |  $AON | Aon plc | $2.2M | 0.4% | +2% | — |
| 58 |  $AVGO | Broadcom Inc. | $2.0M | 0.4% | +2% | 86.4 |
| 59 |  $WAT | WATERS CORP /DE/ | $1.9M | 0.4% | -5% | 69.9 |
| 60 |  $MCD | MCDONALDS CORP | $1.8M | 0.4% | +2% | 73.9 |
| 61 |  $HSY | HERSHEY CO | $1.7M | 0.3% | -0% | 59.4 |
| 62 |  $BF-A | BROWN FORMAN CORP | $1.6M | 0.3% | -2% | 65.1 |
| 63 |  $GSK | GSK plc | $1.3M | 0.3% | -1% | — |
| 64 |  $DHR | DANAHER CORP /DE/ | $1.3M | 0.3% | -14% | 63.9 |
| 65 |  $CAT | CATERPILLAR INC | $1.2M | 0.3% | +0% | 67.8 |
| 66 |  $NVDA | NVIDIA CORP | $1.2M | 0.2% | +0% | 90.2 |
| 67 |  $SEIC | SEI INVESTMENTS CO | $1.2M | 0.2% | -0% | 77.9 |
| 68 |  $OTIS | Otis Worldwide Corp | $1.2M | 0.2% | -2% | 60.3 |
| 69 |  $MRK | Merck & Co., Inc. | $1.2M | 0.2% | -1% | 70.9 |
| 70 |  $CRWD | CrowdStrike Holdings, Inc. | $1.1M | 0.2% | +12% | 55 |
| 71 |  $BKNG | Booking Holdings Inc. | $1.1M | 0.2% | +4% | 55.3 |
| 72 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.2% | -1% | — |
| 73 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $1.1M | 0.2% | +5% | 67.3 |
| 74 |  $GOOG | Alphabet Inc. | $1.1M | 0.2% | -3% | 80.2 |
| 75 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.0M | 0.2% | +12% | 66.7 |
| 76 |  $INTU | INTUIT INC. | $1.0M | 0.2% | +239% | 82 |
| 77 |  $IVZ | Invesco Ltd. | $987,621 | 0.2% | +13% | — |
| 78 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $981,663 | 0.2% | +1% | 67.9 |
| 79 |  $SPY | SPDR S&P 500 ETF TRUST | $968,357 | 0.2% | +0% | — |
| 80 |  $RTX | RTX Corp | $951,576 | 0.2% | +0% | 70 |
| 81 |  $VZ | VERIZON COMMUNICATIONS INC | $911,672 | 0.2% | -15% | 71.6 |
| 82 |  $GLD | SPDR GOLD TRUST | $892,422 | 0.2% | -1% | — |
| 83 |  $UBER | Uber Technologies, Inc | $867,908 | 0.2% | +17% | 79.3 |
| 84 | — | VANGUARD INDEX FDS | $838,719 | 0.2% | +13% | — |
| 85 |  $ETN | Eaton Corp plc | $833,372 | 0.2% | -5% | — |
| 86 |  $HON | HONEYWELL INTERNATIONAL INC | $777,544 | 0.2% | +0% | 65.7 |
| 87 |  $SPGI | S&P Global Inc. | $771,142 | 0.2% | +63% | 79.4 |
| 88 |  $PANW | Palo Alto Networks Inc | $718,555 | 0.1% | +5% | 66.5 |
| 89 |  $BRK.A | BERKSHIRE HATHAWAY INC | $718,140 | 0.1% | +0% | 64.5 |
| 90 |  $TT | Trane Technologies plc | $717,627 | 0.1% | +0% | — |
| 91 |  $ABNB | Airbnb, Inc. | $711,083 | 0.1% | +8% | 70.1 |
| 92 |  $ZTS | Zoetis Inc. | $692,941 | 0.1% | +28% | 72.6 |
| 93 |  $SLB | SLB LIMITED/NV | $668,070 | 0.1% | +0% | 63.2 |
| 94 | — | SCHWAB STRATEGIC TR | $661,354 | 0.1% | +0% | — |
| 95 |  $ADP | AUTOMATIC DATA PROCESSING INC | $616,042 | 0.1% | +5% | 77.9 |
| 96 | — | SCHWAB STRATEGIC TR | $609,728 | 0.1% | +16% | — |
| 97 |  $MO | ALTRIA GROUP, INC. | $606,317 | 0.1% | +0% | 72.1 |
| 98 |  $GD | GENERAL DYNAMICS CORP | $600,292 | 0.1% | -4% | 73 |
| 99 |  $FDX | FEDEX CORP | $576,656 | 0.1% | +0% | 60.3 |
| 100 | — | VANGUARD WHITEHALL FDS | $553,532 | 0.1% | +4% | — |
| 101 |  $PFE | PFIZER INC | $544,727 | 0.1% | -4% | 69 |
| 102 |  $ALRS | ALERUS FINANCIAL CORP | $519,249 | 0.1% | +0% | — |
| 103 |  $DUK | Duke Energy CORP | $512,500 | 0.1% | +0% | 64 |
| 104 |  $T | AT&T INC. | $437,853 | 0.1% | +2% | 71.9 |
| 105 | — | SCHWAB STRATEGIC TR | $431,958 | 0.1% | +0% | — |
| 106 |  $COF | CAPITAL ONE FINANCIAL CORP | $427,252 | 0.1% | -11% | 71 |
| 107 |  $NFLX | NETFLIX INC | $418,638 | 0.1% | +15% | 86.7 |
| 108 |  $FNV | FRANCO NEVADA Corp | $413,809 | 0.1% | -36% | — |
| 109 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $410,428 | 0.1% | +0% | 63.7 |
| 110 |  $DPZ | DOMINOS PIZZA INC | $402,922 | 0.1% | +8% | 69.8 |
| 111 | — | SCHWAB STRATEGIC TR | $399,733 | 0.1% | +0% | — |
| 112 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $388,450 | 0.1% | +0% | 68.8 |
| 113 | — | VANGUARD TAX-MANAGED FDS | $386,061 | 0.1% | -7% | — |
| 114 |  $SHEL | Shell plc | $381,579 | 0.1% | +0% | — |
| 115 |  $EGBN | EAGLE BANCORP INC | $378,024 | 0.1% | -5% | — |
| 116 | — | VANGUARD INDEX FDS | $376,503 | 0.1% | +0% | — |
| 117 |  $QCOM | QUALCOMM INC/DE | $372,690 | 0.1% | +0% | 81.9 |
| 118 |  $ABBV | AbbVie Inc. | $367,776 | 0.1% | +0% | 59.3 |
| 119 |  $AXP | AMERICAN EXPRESS CO | $363,574 | 0.1% | +23% | 73.2 |
| 120 |  $ALL | ALLSTATE CORP | $349,368 | 0.1% | +0% | 76.6 |
| 121 |  $VLTO | Veralto Corp | $344,838 | 0.1% | +0% | 74.4 |
| 122 |  $WMT | Walmart Inc. | $336,907 | 0.1% | +9% | 63.2 |
| 123 |  $MA | Mastercard Inc | $332,774 | 0.1% | +6% | 81.7 |
| 124 |  $AUB | Atlantic Union Bankshares Corp | $326,843 | 0.1% | +0% | — |
| 125 |  $FAST | FASTENAL CO | $320,346 | 0.1% | +0% | 73.5 |
| 126 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $315,467 | 0.1% | -22% | 65.9 |
| 127 |  $MS | MORGAN STANLEY | $303,961 | 0.1% | +0% | — |
| 128 |  $VTS | Vitesse Energy, Inc. | $299,586 | 0.1% | -6% | 45.5 |
| 129 |  $FTNT | Fortinet, Inc. | $297,216 | 0.1% | +7% | 78.1 |
| 130 |  $HLN | Haleon plc | $288,329 | 0.1% | -1% | — |
| 131 |  $KHC | Kraft Heinz Co | $281,868 | 0.1% | NEW | 42.5 |
| 132 | — | SCHWAB STRATEGIC TR | $278,820 | 0.1% | +0% | — |
| 133 |  $WELL | WELLTOWER INC. | $276,597 | 0.1% | -18% | 75.7 |
| 134 |  $ABT | ABBOTT LABORATORIES | $263,965 | 0.1% | +0% | 67 |
| 135 |  $CSCO | CISCO SYSTEMS, INC. | $261,341 | 0.1% | -1% | 72.3 |
| 136 |  $SPG | SIMON PROPERTY GROUP INC. | $256,479 | 0.1% | -20% | 76.9 |
| 137 |  $GNRC | GENERAC HOLDINGS INC. | $253,929 | 0.1% | NEW | 58.2 |
| 138 |  $UNH | UNITEDHEALTH GROUP INC | $248,402 | 0.1% | +0% | 66.8 |
| 139 | — | SCHWAB STRATEGIC TR | $248,369 | 0.1% | +0% | — |
| 140 |  $MSCI | MSCI Inc. | $247,406 | 0.1% | +3% | 77.6 |
| 141 |  $TFC | TRUIST FINANCIAL CORP | $240,286 | 0.1% | -9% | — |
| 142 |  $KMI | KINDER MORGAN, INC. | $234,040 | 0.1% | -22% | 74.6 |
| 143 | — | ISHARES TR | $233,771 | 0.1% | +1% | — |
| 144 |  $HD | HOME DEPOT, INC. | $230,048 | 0.1% | -1% | 69.2 |
| 145 |  $UL | UNILEVER PLC | $228,792 | 0.1% | +0% | — |
| 146 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $228,352 | 0.1% | +0% | 69.5 |
| 147 |  $AVB | AVALONBAY COMMUNITIES INC | $220,523 | 0.0% | +0% | 57.5 |
| 148 | — | VANGUARD WORLD FD | $216,464 | 0.0% | NEW | — |
| 149 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $216,282 | 0.0% | NEW | 75.4 |
| 150 |  $LULU | lululemon athletica inc. | $215,259 | 0.0% | -2% | 62.9 |
| 151 |  $MU | MICRON TECHNOLOGY INC | $211,150 | 0.0% | NEW | 88.4 |
| 152 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $208,120 | 0.0% | NEW | 66.4 |
| 153 |  $PM | Philip Morris International Inc. | $205,022 | 0.0% | -6% | 80.5 |
| 154 |  $D | DOMINION ENERGY, INC | $202,832 | 0.0% | NEW | 74.9 |
| 155 |  $MELI | MERCADOLIBRE INC | $200,567 | 0.0% | NEW | 77.5 |
| 156 |  $FVCB | FVCBankcorp, Inc. | $185,410 | 0.0% | +0% | 60.1 |
| 157 |  $LCTX | Lineage Cell Therapeutics, Inc. | $20,540 | 0.0% | +0% | 6.9 |
| 158 |  $RANI | Rani Therapeutics Holdings, Inc. | $16,885 | 0.0% | +0% | — |
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