Lafayette Investments, Inc.
13F Reported Value
ⓘ$542.4M
Holdings
162
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lafayette Investments, Inc. disclosed 162 positions worth $542.4M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 10.9% of the equity portfolio, followed by $KLAC and $MKL. During the quarter the fund opened 7 new positions and exited 3 — including a new stake in $HONA and a full exit from $CSCO. The portfolio is most concentrated in Financials (33.4% 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
Concentrating
$BRK-A
$KLAC
$MKL
$GOOG
$PGR
$AMZN
$ZTS
$SPGI
$PAYCSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$59.3M118,489 sh - 78.6#51
Quality
$44.1M146,113 sh - 60.2#875
Quality
$38.9M19,924 sh - 78.2
Quality
$24.2M68,406 sh - 80.1
Quality
$19.4M88,602 sh - 79.6
Quality
$15.9M28,218 sh - 76.4
Quality
$15.5M53,412 sh - 79.8
Quality
$14.5M38,816 sh - 69.0
Quality
$10.8M42,382 sh - 63.2
Quality
$10.0M31,883 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $59.3M | 118,489 |
| KLA CORP$KLAC | 78.6#51 | $44.1M | 146,113 |
| MARKEL GROUP INC.$MKL | 60.2#875 | $38.9M | 19,924 |
 Alphabet Inc.$GOOGL | 78.2 | $24.2M | 68,406 |
| PROGRESSIVE CORP/OH/$PGR | 80.1 | $19.4M | 88,602 |
 Meta Platforms, Inc.$META | 79.6 | $15.9M | 28,218 |
 Apple Inc.$AAPL | 76.4 | $15.5M | 53,412 |
 MICROSOFT CORP$MSFT | 79.8 | $14.5M | 38,816 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $10.8M | 42,382 |
 NORFOLK SOUTHERN CORP$NSC | 63.2 | $10.0M | 31,883 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lafayette Investments, Inc.'s 162 positions.
Showing top 10 of 162 holdings.
Sector Allocation
Financials
$181.0M
Technology
$170.5M
Consumer Discretionary
$58.7M
Industrials
$47.4M
Healthcare
$21.4M
Consumer Staples
$18.5M
Materials
$12.9M
Other
$11.2M
Top Holdings — Lafayette Investments, Inc. (Q2 2026)
Top 150 of 162 disclosed positions (by reported value) 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 | $59.3M | 10.9% | +1% | 73.8 |
| 2 | $KLAC | KLA CORP | $44.1M | 8.1% | +759% | 78.6 |
| 3 | $MKL | MARKEL GROUP INC. | $38.9M | 7.2% | +0% | 60.2 |
| 4 | $GOOGL | Alphabet Inc. | $24.2M | 4.5% | -2% | 78.2 |
| 5 | $PGR | PROGRESSIVE CORP/OH/ | $19.4M | 3.6% | +1% | 80.1 |
| 6 | $META | Meta Platforms, Inc. | $15.9M | 2.9% | -0% | 79.6 |
| 7 | $AAPL | Apple Inc. | $15.5M | 2.9% | -8% | 76.4 |
| 8 | $MSFT | MICROSOFT CORP | $14.5M | 2.7% | +5% | 79.8 |
| 9 | $JNJ | JOHNSON & JOHNSON | $10.8M | 2.0% | -2% | 69 |
| 10 | $NSC | NORFOLK SOUTHERN CORP | $10.0M | 1.9% | -0% | 63.2 |
| 11 |  $LOW | LOWES COMPANIES INC | $9.7M | 1.8% | +0% | 60.8 |
| 12 |  $TROW | PRICE T ROWE GROUP INC | $9.6M | 1.8% | -2% | 69 |
| 13 |  $PAYX | PAYCHEX INC | $9.1M | 1.7% | +4% | 74.6 |
| 14 |  $B | BARRICK MINING CORP | $8.9M | 1.6% | -2% | 69.6 |
| 15 |  $SCHW | SCHWAB CHARLES CORP | $8.8M | 1.6% | +1% | 79.4 |
| 16 |  $AZO | AUTOZONE INC | $8.6M | 1.6% | -1% | 66.2 |
| 17 |  $L | LOEWS CORP | $8.1M | 1.5% | -0% | 65.1 |
| 18 |  $JEF | Jefferies Financial Group Inc. | $6.9M | 1.3% | +0% | 57.5 |
| 19 |  $LMT | LOCKHEED MARTIN CORP | $6.8M | 1.3% | -1% | 65.6 |
| 20 |  $PEP | PEPSICO INC | $6.2M | 1.1% | -0% | 63.4 |
| 21 | $PAYC | Paycom Software, Inc. | $6.1M | 1.1% | +8% | 65.8 |
| 22 | $AMZN | AMAZON COM INC | $5.9M | 1.1% | +5% | 68.7 |
| 23 |  $XOM.R34088 | EXXON MOBIL CORP | $5.5M | 1.0% | -1% | 57.9 |
| 24 |  $MSGS | Madison Square Garden Sports Corp. | $5.4M | 1.0% | -0% | 50.3 |
| 25 |  $GPC | GENUINE PARTS CO | $5.3M | 1.0% | -1% | 52.7 |
| 26 |  $SBUX | STARBUCKS CORP | $5.3M | 1.0% | -11% | 58.2 |
| 27 |  $JPM | JPMORGAN CHASE & CO | $5.2M | 0.9% | +1% | 70.7 |
| 28 |  $LII | LENNOX INTERNATIONAL INC | $5.1M | 0.9% | -1% | 61.3 |
| 29 |  $KO | COCA COLA CO | $5.1M | 0.9% | -1% | 69.5 |
| 30 |  $PH | Parker-Hannifin Corp | $4.9M | 0.9% | -0% | 65.8 |
| 31 |  $GHC | Graham Holdings Co | $4.8M | 0.9% | -0% | 55.9 |
| 32 |  $ASML | ASML HOLDING NV | $4.7M | 0.9% | -4% | — |
| 33 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.5M | 0.8% | -4% | 66.2 |
| 34 |  $TXN | TEXAS INSTRUMENTS INC | $3.9M | 0.7% | -20% | 73.4 |
| 35 |  $ANET | Arista Networks, Inc. | $3.6M | 0.7% | -2% | 81.9 |
| 36 |  $NVO | NOVO NORDISK A S | $3.5M | 0.7% | +1% | — |
| 37 |  $GLW | CORNING INC /NY | $3.5M | 0.7% | -20% | 73.7 |
| 38 |  $DIS | Walt Disney Co | $3.3M | 0.6% | +1% | 60.1 |
| 39 |  $ESAB | ESAB Corp | $3.3M | 0.6% | -1% | 51.3 |
| 40 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $3.2M | 0.6% | +1% | 66.2 |
| 41 |  $ALLE | Allegion plc | $3.2M | 0.6% | -3% | — |
| 42 |  $V | VISA INC. | $3.1M | 0.6% | +0% | 82.9 |
| 43 | $ZTS | Zoetis Inc. | $3.0M | 0.6% | +618% | 68.6 |
| 44 |  $ACN | Accenture plc | $3.0M | 0.6% | +50% | — |
| 45 |  $MHK | MOHAWK INDUSTRIES INC | $2.9M | 0.5% | +1% | 52.3 |
| 46 |  $PYPL | PayPal Holdings, Inc. | $2.9M | 0.5% | -2% | 64.1 |
| 47 |  $DEO | DIAGEO PLC | $2.8M | 0.5% | -4% | — |
| 48 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $2.8M | 0.5% | -0% | — |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.8M | 0.5% | -2% | 67.6 |
| 50 |  $ADBE | ADOBE INC. | $2.7M | 0.5% | -1% | 77.6 |
| 51 |  $AOS | SMITH A O CORP | $2.7M | 0.5% | -7% | 60 |
| 52 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.6M | 0.5% | +3% | 65.1 |
| 53 |  $WAT | WATERS CORP /DE/ | $2.4M | 0.4% | -1% | 60.4 |
| 54 |  $CRM | Salesforce, Inc. | $2.4M | 0.4% | +20% | 77 |
| 55 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | $2.3M | 0.4% | -3% | — |
| 56 |  $AON | Aon plc | $2.2M | 0.4% | -0% | — |
| 57 |  $AVGO | Broadcom Inc. | $2.2M | 0.4% | -10% | 84.5 |
| 58 |  $HAS | HASBRO, INC. | $2.2M | 0.4% | -0% | 64.1 |
| 59 |  $CRWD | CrowdStrike Holdings, Inc. | $2.1M | 0.4% | -4% | 67.7 |
| 60 |  $CVX | CHEVRON CORP | $2.1M | 0.4% | +2% | 62.8 |
| 61 |  $NKE | NIKE, Inc. | $1.9M | 0.4% | +12% | 49.3 |
| 62 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $1.8M | 0.3% | +200% | — |
| 63 |  $BF-A | BROWN FORMAN CORP | $1.5M | 0.3% | -8% | 56.6 |
| 64 |  $MCD | MCDONALDS CORP | $1.5M | 0.3% | -4% | 69 |
| 65 |  $NVDA | NVIDIA CORP | $1.4M | 0.3% | +4% | 85.9 |
| 66 |  $PANW | Palo Alto Networks Inc | $1.4M | 0.3% | -6% | 65.5 |
| 67 |  $HSY | HERSHEY CO | $1.4M | 0.3% | -1% | 65.7 |
| 68 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.3M | 0.2% | +35% | — |
| 69 | $GOOG | Alphabet Inc. | $1.3M | 0.2% | -1% | 78.2 |
| 70 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.2% | +5% | 70 |
| 71 |  $SEIC | SEI INVESTMENTS CO | $1.3M | 0.2% | -6% | 69.6 |
| 72 |  $DHR | DANAHER CORP /DE/ | $1.2M | 0.2% | -2% | 64.8 |
| 73 |  $BKNG | Booking Holdings Inc. | $1.2M | 0.2% | +2517% | 58.5 |
| 74 |  $CAT | CATERPILLAR INC | $1.2M | 0.2% | -34% | 66.5 |
| 75 |  $GSK | GSK plc | $1.2M | 0.2% | +0% | — |
| 76 |  $MRK | Merck & Co., Inc. | $1.2M | 0.2% | -4% | 59.9 |
| 77 |  $IVZ | Invesco Ltd. | $1.1M | 0.2% | +4% | — |
| 78 |  $WFC | WELLS FARGO & COMPANY/MN | $1.1M | 0.2% | +0% | 61.8 |
| 79 |  $MA | Mastercard Inc | $1.1M | 0.2% | +222% | 85.1 |
| 80 |  $UBER | Uber Technologies, Inc | $1.1M | 0.2% | +23% | 73.5 |
| 81 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $1.0M | 0.2% | +1% | 66.4 |
| 82 |  $SPY | SPDR S&P 500 ETF TRUST | $972,295 | 0.2% | -13% | — |
| 83 |  $ETN | Eaton Corp plc | $966,867 | 0.2% | -3% | — |
| 84 |  $OTIS | Otis Worldwide Corp | $965,025 | 0.2% | -11% | 61.3 |
| 85 |  $RTX | RTX Corp | $935,939 | 0.2% | +0% | 73.2 |
| 86 |  $ABNB | Airbnb, Inc. | $855,309 | 0.2% | +6% | 71 |
| 87 |  $TT | Trane Technologies plc | $845,778 | 0.2% | +0% | — |
| 88 |  $INTU | INTUIT INC. | $825,804 | 0.1% | +34% | 79.3 |
| 89 | $SPGI | S&P Global Inc. | $771,758 | 0.1% | +5% | 76.1 |
| 90 |  $GLD | SPDR GOLD TRUST | $751,864 | 0.1% | -2% | — |
| 91 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.1% | +0% | 73.8 |
| 92 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $736,293 | 0.1% | -0% | — |
| 93 |  $ADP | AUTOMATIC DATA PROCESSING INC | $703,875 | 0.1% | +4% | 69.8 |
| 94 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $703,618 | 0.1% | +0% | — |
| 95 |  $ALRS | ALERUS FINANCIAL CORP | $681,090 | 0.1% | +0% | 47.3 |
| 96 |  $MO | ALTRIA GROUP, INC. | $661,077 | 0.1% | +0% | 67.4 |
| 97 |  $VZ | VERIZON COMMUNICATIONS INC | $637,674 | 0.1% | -17% | 65.8 |
| 98 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $637,054 | 0.1% | +78% | 61.7 |
| 99 |  $GD | GENERAL DYNAMICS CORP | $610,002 | 0.1% | -2% | 68.7 |
| 100 |  $SLB | SLB LIMITED/NV | $557,880 | 0.1% | -8% | 57.9 |
| 101 |  $FTNT | Fortinet, Inc. | $555,951 | 0.1% | -0% | 80.1 |
| 102 |  $MU | MICRON TECHNOLOGY INC | $554,060 | 0.1% | -23% | 86.2 |
| 103 |  $QCOM | QUALCOMM INC/DE | $544,022 | 0.1% | +2% | 70.5 |
| 104 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $510,230 | 0.1% | -24% | 64.1 |
| 105 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $495,808 | 0.1% | +0% | — |
| 106 |  $DUK | Duke Energy CORP | $495,435 | 0.1% | +0% | 56.4 |
| 107 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $466,959 | 0.1% | -0% | — |
| 108 |  $HONA | Honeywell Aerospace Inc. | $463,163 | 0.1% | NEW | — |
| 109 |  $FDX | FEDEX CORP | $444,332 | 0.1% | -12% | 60.3 |
| 110 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $441,097 | 0.1% | NEW | — |
| 111 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $432,750 | 0.1% | +0% | — |
| 112 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $429,258 | 0.1% | +0% | — |
| 113 |  $ABBV | AbbVie Inc. | $425,524 | 0.1% | +0% | 72.6 |
| 114 |  $EGBN | EAGLE BANCORP INC | $421,592 | 0.1% | -2% | 24.5 |
| 115 |  $COF | CAPITAL ONE FINANCIAL CORP | $419,698 | 0.1% | -11% | 62.4 |
| 116 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $418,636 | 0.1% | +0% | 65.1 |
| 117 |  $PFE | PFIZER INC | $414,538 | 0.1% | -11% | 62 |
| 118 |  $AXP | AMERICAN EXPRESS CO | $401,082 | 0.1% | -1% | 69.4 |
| 119 |  $ALL | ALLSTATE CORP | $400,929 | 0.1% | +0% | 78.5 |
| 120 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $392,196 | 0.1% | -0% | 67.5 |
| 121 |  $AUB | Atlantic Union Bankshares Corp | $386,925 | 0.1% | +0% | 73.1 |
| 122 |  $HON | HONEYWELL INTERNATIONAL INC | $385,108 | 0.1% | -50% | 65 |
| 123 |  $UNH | UNITEDHEALTH GROUP INC | $381,549 | 0.1% | +0% | 62.7 |
| 124 |  $GNRC | GENERAC HOLDINGS INC. | $367,770 | 0.1% | -3% | 54.4 |
| 125 |  $NFLX | NETFLIX INC | $350,789 | 0.1% | +13% | 78.8 |
| 126 |  $DPZ | DOMINOS PIZZA INC | $348,736 | 0.1% | +5% | 60.1 |
| 127 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $342,007 | 0.1% | -1% | — |
| 128 |  $FAST | FASTENAL CO | $331,600 | 0.1% | +0% | 66.9 |
| 129 |  $SHEL | Shell plc | $318,147 | 0.1% | +0% | — |
| 130 |  $MELI | MERCADOLIBRE INC | $314,018 | 0.1% | +59% | 80.2 |
| 131 |  $T | AT&T INC. | $312,707 | 0.1% | +0% | 65.7 |
| 132 |  $WMT | Walmart Inc. | $307,201 | 0.1% | +0% | 60.2 |
| 133 |  $WELL | WELLTOWER INC. | $306,183 | 0.1% | -4% | 59.8 |
| 134 |  $MRVL | Marvell Technology, Inc. | $297,890 | 0.1% | NEW | 76.5 |
| 135 |  $KHC | Kraft Heinz Co | $296,030 | 0.1% | +0% | 47 |
| 136 |  $FNV | FRANCO NEVADA Corp | $285,772 | 0.1% | -18% | — |
| 137 |  $DELL | Dell Technologies Inc. | $280,449 | 0.1% | NEW | 71.2 |
| 138 |  $MS | MORGAN STANLEY | $271,125 | 0.1% | -30% | 75.8 |
| 139 |  $HLN | Haleon plc | $268,742 | 0.1% | +0% | — |
| 140 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $266,227 | 0.1% | -1% | — |
| 141 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $265,396 | 0.1% | +0% | 69.9 |
| 142 |  $TFC | TRUIST FINANCIAL CORP | $260,410 | 0.1% | +0% | 76.4 |
| 143 |  $VTS | Vitesse Energy, Inc. | $259,007 | 0.1% | -0% | 52.9 |
| 144 |  $MSCI | MSCI Inc. | $257,059 | 0.1% | +0% | 75.7 |
| 145 |  $AVB | AVALONBAY COMMUNITIES INC | $254,732 | 0.1% | +0% | 65.5 |
| 146 | — | ISHARES TR - MSCI EAFE ETF | $250,092 | 0.1% | +0% | — |
| 147 |  $HD | HOME DEPOT, INC. | $241,641 | 0.0% | -2% | 60.3 |
| 148 |  $UL | UNILEVER PLC | $241,442 | 0.0% | +0% | — |
| 149 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $238,455 | 0.0% | +0% | — |
| 150 |  $VLTO | Veralto Corp | $235,002 | 0.0% | -32% | 65.5 |
New Positions (7)
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