Lafayette Investments, Inc.
Sector Allocation
- Financials33.4%$181.0M
- Technology32.1%$174.1M
- Consumer Discretionary9.9%$53.6M
- Industrials7.3%$39.7M
- Healthcare4.8%$25.9M
- Consumer Staples4.3%$23.6M
- Materials2.3%$12.7M
- Other2.1%$11.2M
- Communication Services1.8%$10.0M
- Energy1.7%$9.1M
AUM History
13fpro.ai/research/fund/lafayette-investments-inc-1308377
Conviction and streaks
Concentrating · top 10 = 46.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$59.3MKLAC
$44.1MMKL
$38.9MGOOG
$24.2MPGR
$19.4MMETA
$15.9MAAPL
$15.5MMSFT
$14.5MJNJ
$10.8MNSC
$10.0MLOW
$9.7MTROW
$9.6MPAYX
$9.1MB
$8.9MSCHW
$8.8MAZO
$8.6ML
$8.1MJEF
$6.9MLMT
$6.8MPEP
$6.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lafayette-investments-inc-1308377
Lafayette Investments, Inc. 13F holdings — Q2 2026
$542.4M portfolio (+9.8% QoQ) · 162 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio
$59.3M
10.9% of stocks
+1%This quarter—Since filed6+ qtrsHeld$44.1M
8.1% of stocks
+759%This quarter-25.6%Since filed6+ qtrsHeld$38.9M
7.2% of stocks
+0.1%This quarter+1.8%Since filed6+ qtrsHeld$24.2M
4.5% of stocks
-2%This quarter-8.4%Since filed6+ qtrsHeld$19.4M
3.6% of stocks
+0.7%This quarter+8.0%Since filed6+ qtrsHeld$15.9M
2.9% of stocks
-0.1%This quarter+5.3%Since filed6+ qtrsHeld$15.5M
2.9% of stocks
-8%This quarter+12.8%Since filed6+ qtrsHeld$14.5M
2.7% of stocks
+5%This quarter+5.7%Since filed6+ qtrsHeld$10.8M
2.0% of stocks
-2%This quarter+2.5%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$10.0M
1.9% of stocks
-0.0%This quarter-0.2%Since filed6+ qtrsHeld
All holdings — Lafayette Investments, Inc. (Q2 2026)
162 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LOWES COMPANIES INC | Consumer Discretionary | $9.7M | 1.8% | 44K | +0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | PRICE T ROWE GROUP INC | Financials | $9.6M | 1.8% | 84K | -2% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | PAYCHEX INC | Technology | $9.1M | 1.7% | 93K | +4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BARRICK MINING CORP | Materials | $8.9M | 1.6% | 241K | -2% | 5 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SCHWAB CHARLES CORP | Financials | $8.8M | 1.6% | 95K | +0.6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AUTOZONE INC | Consumer Discretionary | $8.6M | 1.6% | 2,689 | -0.6% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | LOEWS CORP | Financials | $8.1M | 1.5% | 72K | -0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Jefferies Financial Group Inc. | Financials | $6.9M | 1.3% | 138K | +0.1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | LOCKHEED MARTIN CORP | Industrials | $6.8M | 1.3% | 13K | -1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | PEPSICO INC | Consumer Staples | $6.2M | 1.1% | 46K | -0.1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Paycom Software, Inc. | Technology | $6.1M | 1.1% | 49K | +8% | 6+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | AMAZON COM INC | Consumer Discretionary | $5.9M | 1.1% | 25K | +5% | 6+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | EXXON MOBIL CORP | Energy | $5.5M | 1.0% | 40K | -1% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Madison Square Garden Sports Corp. | Communication Services | $5.4M | 1.0% | 13K | -0.1% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GENUINE PARTS CO | Consumer Discretionary | $5.3M | 1.0% | 45K | -0.8% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $5.3M | 1.0% | 51K | -11% | |||
| 27 | $JPM | JPMORGAN CHASE & CO | Financials | $5.2M | 0.9% | 16K | +0.5% | |||
| 28 | $LII | LENNOX INTERNATIONAL INC | Industrials | $5.1M | 0.9% | 8,929 | -0.5% | |||
| 29 | $KO | COCA COLA CO | Consumer Staples | $5.1M | 0.9% | 63K | -0.6% | |||
| 30 | $PH | Parker-Hannifin Corp | Industrials | $4.9M | 0.9% | 5,054 | -0.0% | |||
| 31 | $GHC | Graham Holdings Co | Consumer Discretionary | $4.8M | 0.9% | 4,244 | -0.1% | |||
| 32 | $ASML | ASML HOLDING NV | Technology | $4.7M | 0.9% | 2,387 | -4% | |||
| 33 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.5M | 0.8% | 4,792 | -4% | |||
| 34 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.9M | 0.7% | 13K | -20% | |||
| 35 | $ANET | Arista Networks, Inc. | Technology | $3.6M | 0.7% | 21K | -2% | |||
| 36 | $NVO | NOVO NORDISK A S | Healthcare | $3.5M | 0.7% | 73K | +1% | |||
| 37 | $GLW | CORNING INC /NY | Materials | $3.5M | 0.7% | 14K | -20% | |||
| 38 | $DIS | Walt Disney Co | Communication Services | $3.3M | 0.6% | 35K | +1% | |||
| 39 | $ESAB | ESAB Corp | Industrials | $3.3M | 0.6% | 33K | -0.9% | |||
| 40 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $3.2M | 0.6% | 19K | +1.0% | |||
| 41 | $ALLE | Allegion plc | Industrials | $3.2M | 0.6% | 23K | -3% | |||
| 42 | $V | VISA INC. | Financials | $3.1M | 0.6% | 9,092 | +0.3% | |||
| 43 | $ZTS | Zoetis Inc. | Healthcare | $3.0M | 0.6% | 42K | +618% | |||
| 44 | $ACN | Accenture plc | Technology | $3.0M | 0.6% | 24K | +50% | |||
| 45 | $MHK | MOHAWK INDUSTRIES INC | Consumer Discretionary | $2.9M | 0.5% | 24K | +1% | |||
| 46 | $PYPL | PayPal Holdings, Inc. | Financials | $2.9M | 0.5% | 66K | -2% | |||
| 47 | $DEO | DIAGEO PLC | Consumer Staples | $2.8M | 0.5% | 35K | -4% | |||
| 48 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $2.8M | 0.5% | 21K | -0.5% | |||
| 49 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.8M | 0.5% | 49K | -2% | |||
| 50 | $ADBE | ADOBE INC. | Technology | $2.7M | 0.5% | 13K | -0.8% | |||
| 51 | $AOS | SMITH A O CORP | Technology | $2.7M | 0.5% | 43K | -7% | |||
| 52 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $2.6M | 0.5% | 77K | +3% | |||
| 53 | $WAT | WATERS CORP /DE/ | Healthcare | $2.4M | 0.4% | 6,359 | -1.0% | |||
| 54 | $CRM | Salesforce, Inc. | Technology | $2.4M | 0.4% | 15K | +20% | |||
| 55 | — | PROFESIONALLY MANAGED PORTFO - AKRE FOCUS ETF | — | $2.3M | 0.4% | 44K | -3% | |||
| 56 | $AON | Aon plc | Financials | $2.2M | 0.4% | 6,780 | -0.3% | |||
| 57 | $AVGO | Broadcom Inc. | Technology | $2.2M | 0.4% | 5,754 | -10% | |||
| 58 | $HAS | HASBRO, INC. | Consumer Discretionary | $2.2M | 0.4% | 26K | -0.3% | |||
| 59 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $2.1M | 0.4% | 2,770 | -4% | |||
| 60 | $CVX | CHEVRON CORP | Energy | $2.1M | 0.4% | 12K | +2% | |||
| 61 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.9M | 0.4% | 47K | +12% | |||
| 62 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $1.8M | 0.3% | 19K | +200% | |||
| 63 | $BF-A | BROWN FORMAN CORP | Consumer Staples | $1.5M | 0.3% | 57K | -8% | |||
| 64 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.5M | 0.3% | 5,514 | -4% | |||
| 65 | $NVDA | NVIDIA CORP | Technology | $1.4M | 0.3% | 7,221 | +4% | |||
| 66 | $PANW | Palo Alto Networks Inc | Technology | $1.4M | 0.3% | 4,232 | -6% | |||
| 67 | $HSY | HERSHEY CO | Consumer Staples | $1.4M | 0.3% | 8,165 | -0.8% | |||
| 68 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.3M | 0.2% | 3,539 | +35% | |||
| 69 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.2% | 3,630 | -1% | |||
| 70 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.3M | 0.2% | 4,492 | +5% | |||
| 71 | $SEIC | SEI INVESTMENTS CO | Financials | $1.3M | 0.2% | 14K | -6% | |||
| 72 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.2M | 0.2% | 6,540 | -2% | |||
| 73 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.2M | 0.2% | 6,935 | +2517% | |||
| 74 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.2% | 1,151 | -34% | |||
| 75 | $GSK | GSK plc | Healthcare | $1.2M | 0.2% | 23K | — | |||
| 76 | $MRK | Merck & Co., Inc. | Healthcare | $1.2M | 0.2% | 9,275 | -4% | |||
| 77 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.2% | 5,371 | +4% | |||
| 78 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.1M | 0.2% | 14K | +0.0% | |||
| 79 | $MA | Mastercard Inc | Financials | $1.1M | 0.2% | 2,146 | +222% | |||
| 80 | $UBER | Uber Technologies, Inc | Technology | $1.1M | 0.2% | 15K | +23% | |||
| 81 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $1.0M | 0.2% | 4,548 | +0.5% | |||
| 82 | $SPY | SPDR S&P 500 ETF TRUST | — | $972K | 0.2% | 1,302 | -13% | |||
| 83 | $ETN | Eaton Corp plc | Industrials | $967K | 0.2% | 2,269 | -3% | |||
| 84 | $OTIS | Otis Worldwide Corp | Industrials | $965K | 0.2% | 13K | -11% | |||
| 85 | $RTX | RTX Corp | Industrials | $936K | 0.2% | 4,933 | — | |||
| 86 | $ABNB | Airbnb, Inc. | Technology | $855K | 0.2% | 5,977 | +6% | |||
| 87 | $TT | Trane Technologies plc | Technology | $846K | 0.2% | 1,722 | — | |||
| 88 | $INTU | INTUIT INC. | Technology | $826K | 0.1% | 3,164 | +34% | |||
| 89 | $SPGI | S&P Global Inc. | Financials | $772K | 0.1% | 1,895 | +5% | |||
| 90 | $GLD | SPDR GOLD TRUST | Financials | $752K | 0.1% | 2,041 | -2% | |||
| 91 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $749K | 0.1% | 1 | — | |||
| 92 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $736K | 0.1% | 24K | -0.3% | |||
| 93 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $704K | 0.1% | 3,143 | +4% | |||
| 94 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | — | $704K | 0.1% | 20K | +0.3% | |||
| 95 | $ALRS | ALERUS FINANCIAL CORP | Financials | $681K | 0.1% | 22K | — | |||
| 96 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $661K | 0.1% | 9,188 | — | |||
| 97 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $638K | 0.1% | 15K | -17% | |||
| 98 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $637K | 0.1% | 1,719 | +78% | |||
| 99 | $GD | GENERAL DYNAMICS CORP | Industrials | $610K | 0.1% | 1,722 | -2% | |||
| 100 | $SLB | SLB LIMITED/NV | Energy | $558K | 0.1% | 12K | -8% | |||
| 101 | $FTNT | Fortinet, Inc. | Technology | $556K | 0.1% | 3,619 | -0.5% | |||
| 102 | $MU | MICRON TECHNOLOGY INC | Technology | $554K | 0.1% | 480 | -23% | |||
| 103 | $QCOM | QUALCOMM INC/DE | Technology | $544K | 0.1% | 2,944 | +2% | |||
| 104 | $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | $510K | 0.1% | 13K | -24% | |||
| 105 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $496K | 0.1% | 17K | — | |||
| 106 | $DUK | Duke Energy CORP | Utilities | $495K | 0.1% | 3,914 | — | |||
| 107 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $467K | 0.1% | 12K | -0.5% | |||
| 108 | $HONA | Honeywell Aerospace Inc. | Industrials | $463K | 0.1% | 2,095 | New | |||
| 109 | $FDX | FEDEX CORP | Industrials | $444K | 0.1% | 1,419 | -12% | |||
| 110 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $441K | 0.1% | 14K | New | |||
| 111 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $433K | 0.1% | 630 | — | |||
| 112 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $429K | 0.1% | 6,025 | — | |||
| 113 | $ABBV | AbbVie Inc. | Healthcare | $426K | 0.1% | 1,691 | — | |||
| 114 | $EGBN | EAGLE BANCORP INC | Financials | $422K | 0.1% | 15K | -2% | |||
| 115 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $420K | 0.1% | 2,092 | -11% | |||
| 116 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $419K | 0.1% | 835 | — | |||
| 117 | $PFE | PFIZER INC | Healthcare | $415K | 0.1% | 17K | -11% | |||
| 118 | $AXP | AMERICAN EXPRESS CO | Financials | $401K | 0.1% | 1,186 | -1% | |||
| 119 | $ALL | ALLSTATE CORP | Financials | $401K | 0.1% | 1,685 | — | |||
| 120 | $MTD | METTLER TOLEDO INTERNATIONAL INC/ | Healthcare | $392K | 0.1% | 307 | -0.3% | |||
| 121 | $AUB | Atlantic Union Bankshares Corp | Financials | $387K | 0.1% | 9,145 | — | |||
| 122 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $385K | 0.1% | 1,720 | -50% | |||
| 123 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $382K | 0.1% | 918 | — | |||
| 124 | $GNRC | GENERAC HOLDINGS INC. | Technology | $368K | 0.1% | 1,256 | -3% | |||
| 125 | $NFLX | NETFLIX INC | Communication Services | $351K | 0.1% | 4,913 | +13% | |||
| 126 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $349K | 0.1% | 1,178 | +5% | |||
| 127 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $342K | 0.1% | 9,466 | -1% | |||
| 128 | $FAST | FASTENAL CO | Industrials | $332K | 0.1% | 6,904 | — | |||
| 129 | $SHEL | Shell plc | Energy | $318K | 0.1% | 4,103 | — | |||
| 130 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $314K | 0.1% | 185 | +59% | |||
| 131 | $T | AT&T INC. | Communication Services | $313K | 0.1% | 15K | +0.0% | |||
| 132 | $WMT | Walmart Inc. | Consumer Staples | $307K | 0.1% | 2,712 | +0.0% | |||
| 133 | $WELL | WELLTOWER INC. | Real Estate | $306K | 0.1% | 1,349 | -4% | |||
| 134 | $MRVL | Marvell Technology, Inc. | Technology | $298K | 0.1% | 1,000 | New | |||
| 135 | $KHC | Kraft Heinz Co | Consumer Staples | $296K | 0.1% | 13K | — | |||
| 136 | $FNV | FRANCO NEVADA Corp | Materials | $286K | 0.1% | 1,371 | -18% | |||
| 137 | $DELL | Dell Technologies Inc. | Technology | $280K | 0.1% | 650 | New | |||
| 138 | $MS | MORGAN STANLEY | Financials | $271K | 0.1% | 1,297 | -30% | |||
| 139 | $HLN | Haleon plc | Consumer Staples | $269K | 0.1% | 29K | — | |||
| 140 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $266K | 0.1% | 5,046 | -0.6% | |||
| 141 | $FRT | FEDERAL REALTY INVESTMENT TRUST | Real Estate | $265K | 0.1% | 2,150 | — | |||
| 142 | $TFC | TRUIST FINANCIAL CORP | Financials | $260K | 0.1% | 5,227 | — | |||
| 143 | $VTS | Vitesse Energy, Inc. | Energy | $259K | 0.1% | 16K | -0.4% | |||
| 144 | $MSCI | MSCI Inc. | Financials | $257K | 0.1% | 459 | — | |||
| 145 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $255K | 0.1% | 1,350 | — | |||
| 146 | — | ISHARES TR - MSCI EAFE ETF | — | $250K | 0.1% | 2,407 | — | |||
| 147 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $242K | 0.0% | 685 | -2% | |||
| 148 | $UL | UNILEVER PLC | Consumer Staples | $241K | 0.0% | 4,016 | — | |||
| 149 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $238K | 0.0% | 797 | +0.3% | |||
| 150 | $VLTO | Veralto Corp | Technology | $235K | 0.0% | 2,650 | -32% |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 46 added to, 76 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$HONAHoneywell Aerospace Inc.$463K
first bought this quarter
- SCHWAB STRATEGIC TR - US DIVIDEND EQ$441K
first bought this quarter
$MRVLMarvell Technology, Inc.$298K
first bought this quarter
$DELLDell Technologies Inc.$280K
first bought this quarter
$LLYELI LILLY & Co$218K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$217K
first bought this quarter
+1 more in the Excel export
Added to (46)
now $44.1M · held 6+ qtrs
$ZTSZoetis Inc.+618%
now $3.0M · held 6+ qtrs, 5 adds in a row
$BKNGBooking Holdings Inc.+2517%
now $1.2M · held 6+ qtrs, 3 adds in a row
- VANGUARD WHITEHALL FDS - INTL DVD ETF+200%
now $1.8M
$ACNAccenture plc+50%
now $3.0M · held 6+ qtrs, 5 adds in a row
$MAMastercard Inc+222%
now $1.1M · held 6+ qtrs, 4 adds in a row
+40 more in the Excel export
Trimmed (76)
now $15.5M · held 6+ qtrs
$TXNTEXAS INSTRUMENTS INC-20%
now $3.9M · held 6+ qtrs, 4 trims in a row
$GLWCORNING INC /NY-20%
now $3.5M · held 6+ qtrs, 5 trims in a row
$SBUXSTARBUCKS CORP-11%
now $5.3M · held 6+ qtrs, 2 trims in a row
$CATCATERPILLAR INC-34%
now $1.2M · held 6+ qtrs
now $24.2M · held 6+ qtrs, 3 trims in a row
+70 more in the Excel export
Holdings by quarter
Every 13F Lafayette Investments, Inc. has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow Lafayette Investments?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Lafayette Investments's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-3.7%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 8% over the last 4
Top 10 weight
47%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Lafayette Investments, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Lafayette Investments, Inc. (SEC CIK: 1308377), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Lafayette Investments, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.