Lafayette Investments, Inc.

CIK 0001308377 • 6 13F filings • Apr 24, 2025 – Aug 11, 2026

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Filer information

Filed by: Lafayette Investments, Inc., President
Address: 17830 NEW HAMPSHIRE AVENUE, SUITE 201, ASHTON, MD, 20861
Phone: 3015701250
AUM: $529.1M

AUM over time

$542.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $529.1M156 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$322K	0.1%Prev: 0.1%	2,571 SH	Decreased-500 SH
ABBVIE INC	COM	$386K	0.1%Prev: 0.1%	1,691 SH	Decreased-250 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$4.2M	0.8%Prev: 0.7%	15,838 SH	Increased+358 SH
ADOBE INC	COM	$2.3M	0.4%Prev: 0.4%	6,481 SH	Increased+587 SH
AIRBNB INC	COM CL A	$708K	0.1%Prev: 0.1%	5,216 SH	Increased+1,331 SH
ALERUS FINL CORP	COM	$493K	0.1%Prev: 0.1%	21,900 SH	Increased+1,800 SH
ALLEGION PLC	ORD SHS	$3.8M	0.7%Prev: 1.0%	24,088 SH	Decreased-4,562 SH
ALLSTATE CORP	COM	$351K	0.1%Prev: 0.1%	1,685 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.2M	0.2%Prev: 0.2%	3,790 SH	Increased
ALPHABET INC	CAP STK CL C	$22.4M	4.2%Prev: 3.4%	71,329 SH	Increased-2,002 SH
ALTRIA GROUP INC	COM	$530K	0.1%Prev: 0.1%	9,188 SH	Decreased
AMAZON COM INC	COM	$5.2M	1.0%Prev: 0.9%	22,627 SH	Increased+2,165 SH
AMERICAN EXPRESS CO	COM	$360K	0.1%Prev: 0.1%	974 SH	Increased-70 SH
AON PLC	SHS CL A	$2.4M	0.4%Prev: 0.5%	6,670 SH	Decreased+25 SH
APPLE INC	COM	$15.8M	3.0%Prev: 2.8%	58,155 SH	Increased-140 SH
ARISTA NETWORKS INC	COM SHS	$3.5M	0.7%Prev: 0.8%	26,621 SH	Decreased-3,131 SH
ASML HOLDING N V	N Y REGISTRY SHS	$2.6M	0.5%Prev: 0.4%	2,475 SH	Increased+75 SH
AT&T INC	COM	$368K	0.1%Prev: 0.1%	14,816 SH	Increased+3,246 SH
ATLANTIC UN BANKSHARES CORP	COM	$323K	0.1%Prev: 0.0%	9,145 SH	Increased+2,050 SH
AUTOMATIC DATA PROCESSING IN	COM	$744K	0.1%Prev: 0.2%	2,894 SH	Decreased-922 SH
AUTOZONE INC	COM	$9.3M	1.8%Prev: 2.4%	2,739 SH	Decreased-129 SH
AVALONBAY CMNTYS INC	COM	$245K	0.0%Prev: 0.0%	1,350 SH	Decreased
BANK AMERICA CORP	COM	$2.8M	0.5%Prev: 0.5%	50,445 SH	Decreased-3,832 SH
BARRICK MNG CORP	COM SHS	$14.3M	2.7%Prev: 2.1%	328,535 SH	Increased-1,766 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.1%Prev: 0.1%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$59.7M	11.3%Prev: 11.3%	118,839 SH	Increased+963 SH
BLACKROCK INC	COM	$213K	0.0%Prev: 0.0%	199 SH	Decreased
BOOKING HOLDINGS INC	COM	$1.4M	0.3%Prev: 0.2%	254 SH	Increased+15 SH
BROADCOM INC	COM	$2.2M	0.4%Prev: 0.4%	6,274 SH	Increased+300 SH
BROWN FORMAN CORP	CL B	$1.6M	0.3%Prev: 0.0%	62,437 SH	Increased+54,515 SH
CAPITAL ONE FINL CORP	COM	$640K	0.1%Prev: 0.1%	2,642 SH	Increased
CATERPILLAR INC	COM	$994K	0.2%Prev: 0.2%	1,736 SH	Increased
CHECK POINT SOFTWARE TECH LT	ORD	$4.1M	0.8%Prev: 0.9%	22,128 SH	Decreased-75 SH
CHEVRON CORP NEW	COM	$1.9M	0.4%Prev: 0.4%	12,676 SH	Decreased
CHIPOTLE MEXICAN GRILL INC	COM	$2.8M	0.5%	74,370 SH	New
CISCO SYS INC	COM	$261K	0.0%Prev: 0.0%	3,387 SH	Increased
COCA COLA CO	COM	$4.4M	0.8%Prev: 0.8%	63,589 SH	Increased+9 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.4M	0.3%Prev: 0.2%	16,499 SH	Increased-418 SH
CORNING INC	COM	$3.3M	0.6%Prev: 0.6%	37,871 SH	Decreased-2,909 SH
COSTCO WHSL CORP NEW	COM	$4.2M	0.8%Prev: 1.1%	4,892 SH	Decreased-1,176 SH
CROWDSTRIKE HLDGS INC	CL A	$1.2M	0.2%Prev: 0.2%	2,575 SH	Increased+300 SH
DANAHER CORPORATION	COM	$1.8M	0.3%Prev: 0.3%	7,728 SH	Increased-500 SH
DIAGEO PLC	SPON ADR NEW	$3.2M	0.6%Prev: 1.0%	36,527 SH	Decreased-19,855 SH
DISNEY WALT CO	COM	$4.0M	0.7%Prev: 0.8%	34,751 SH	Decreased-215 SH
DOMINOS PIZZA INC	COM	$432K	0.1%Prev: 0.1%	1,036 SH	Increased+81 SH
DUKE ENERGY CORP NEW	COM NEW	$459K	0.1%Prev: 0.1%	3,914 SH	Decreased
EAGLE BANCORP INC MD	COM	$343K	0.1%Prev: 0.1%	16,000 SH	Increased
EATON CORP PLC	SHS	$782K	0.1%Prev: 0.2%	2,455 SH	Decreased
ELI LILLY & CO	COM	$255K	0.0%	237 SH	New
ESAB CORPORATION	COM	$3.8M	0.7%Prev: 0.7%	34,266 SH	Increased+161 SH
EXXON MOBIL CORP	COM	$4.9M	0.9%Prev: 0.9%	41,101 SH	Increased-259 SH
FACTSET RESH SYS INC	COM	$1.3M	0.2%Prev: 0.2%	4,475 SH	Increased+1,235 SH
FASTENAL CO	COM	$277K	0.1%Prev: 0.1%	6,904 SH	Decreased
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$217K	0.0%Prev: 0.0%	2,150 SH	Decreased
FEDEX CORP	COM	$468K	0.1%Prev: 0.1%	1,619 SH	Increased
FORTINET INC	COM	$270K	0.1%Prev: 0.0%	3,401 SH	Increased+1,018 SH
FRANCO NEV CORP	COM	$541K	0.1%Prev: 0.1%	2,612 SH	Decreased+97 SH
FVCBANKCORP INC	COM	$170K	0.0%Prev: 0.0%	12,206 SH	Increased
GENERAL DYNAMICS CORP	COM	$612K	0.1%Prev: 0.1%	1,817 SH	Decreased-151 SH
GENERAL MTRS CO	COM	$285K	0.1%Prev: 0.0%	3,507 SH	Increased-500 SH
GENUINE PARTS CO	COM	$5.7M	1.1%Prev: 1.3%	46,209 SH	Decreased-1,115 SH
GRAHAM HLDGS CO	COM CL B	$4.7M	0.9%Prev: 1.0%	4,290 SH	Decreased-58 SH
GSK PLC	SPONSORED ADR	$1.1M	0.2%Prev: 0.2%	23,300 SH	Increased
HALEON PLC	SPON ADS	$294K	0.1%Prev: 0.0%	29,104 SH	Increased
HASBRO INC	COM	$2.2M	0.4%Prev: 0.4%	26,574 SH	Increased-312 SH
HERSHEY CO	COM	$1.5M	0.3%Prev: 0.3%	8,251 SH	Decreased-437 SH
HOME DEPOT INC	COM	$244K	0.0%Prev: 0.1%	709 SH	Decreased+1 SH
HONEYWELL INTL INC	COM	$671K	0.1%Prev: 0.1%	3,440 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.2%Prev: 0.2%	3,842 SH	Increased
INTUIT	COM	$462K	0.1%Prev: 0.1%	698 SH	Increased+149 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$876K	0.2%Prev: 0.1%	4,571 SH	Increased+739 SH
ISHARES TR	MSCI EAFE ETF	$230K	0.0%Prev: 0.0%	2,392 SH	Increased+1 SH
JEFFERIES FINL GROUP INC	COM	$8.5M	1.6%Prev: 1.7%	137,585 SH	Decreased-467 SH
JOHNSON & JOHNSON	COM	$9.2M	1.7%Prev: 1.6%	44,680 SH	Increased-413 SH
JPMORGAN CHASE & CO.	COM	$5.1M	1.0%Prev: 1.0%	15,889 SH	Increased-120 SH
KINDER MORGAN INC DEL	COM	$247K	0.0%Prev: 0.0%	8,980 SH	Decreased
KLA CORP	COM NEW	$23.1M	4.4%Prev: 4.2%	18,975 SH	Increased-1,138 SH
LENNOX INTL INC	COM	$4.5M	0.8%Prev: 0.9%	9,247 SH	Decreased-123 SH
LINEAGE CELL THERAPEUTICS IN	COM	$22K	0.0%Prev: 0.0%	13,000 SH	Decreased
LOCKHEED MARTIN CORP	COM	$6.6M	1.2%Prev: 1.3%	13,588 SH	Decreased-74 SH
LOEWS CORP	COM	$7.7M	1.5%Prev: 1.4%	72,923 SH	Increased-400 SH
LOWES COS INC	COM	$10.6M	2.0%Prev: 2.2%	44,008 SH	Decreased-1,135 SH
LULULEMON ATHLETICA INC	COM	$297K	0.1%Prev: 0.0%	1,428 SH	Increased+52 SH
MADISON SQUARE GRDN SPRT COR	CL A	$3.5M	0.7%Prev: 0.6%	13,489 SH	Increased+15 SH
MARKEL GROUP INC	COM	$43.8M	8.3%Prev: 7.4%	20,393 SH	Increased+218 SH
MARRIOTT INTL INC NEW	CL A	$383K	0.1%Prev: 0.1%	1,234 SH	Decreased-617 SH
MARSH & MCLENNAN COS INC	COM	$3.6M	0.7%Prev: 0.8%	19,347 SH	Decreased-129 SH
MASTERCARD INCORPORATED	CL A	$359K	0.1%Prev: 0.1%	628 SH	Increased+47 SH
MCDONALDS CORP	COM	$1.7M	0.3%Prev: 0.3%	5,660 SH	Decreased-291 SH
MERCK & CO INC	COM	$1.0M	0.2%Prev: 0.2%	9,686 SH	Increased-48 SH
META PLATFORMS INC	CL A	$19.1M	3.6%Prev: 4.0%	28,860 SH	Decreased+339 SH
METTLER TOLEDO INTERNATIONAL	COM	$429K	0.1%Prev: 0.1%	308 SH	Increased-10 SH
MICROSOFT CORP	COM	$17.7M	3.3%Prev: 3.6%	36,579 SH	Decreased+142 SH
MOHAWK INDS INC	COM	$2.7M	0.5%Prev: 0.6%	24,806 SH	Decreased-335 SH
MORGAN STANLEY	COM NEW	$328K	0.1%	1,847 SH	New
MSCI INC	COM	$255K	0.0%Prev: 0.0%	445 SH	Increased+45 SH
NETFLIX INC	COM	$355K	0.1%Prev: 0.1%	3,781 SH	Increased+3,506 SH
NIKE INC	CL B	$2.8M	0.5%Prev: 0.6%	43,411 SH	Decreased-2,259 SH
NORFOLK SOUTHN CORP	COM	$9.7M	1.8%Prev: 1.9%	33,429 SH	Decreased-41 SH
NOVO-NORDISK A S	ADR	$3.5M	0.7%Prev: 0.7%	69,138 SH	Decreased+293 SH
NVIDIA CORPORATION	COM	$1.3M	0.2%Prev: 0.2%	6,933 SH	Increased+310 SH
ORACLE CORP	COM	$214K	0.0%Prev: 0.1%	1,100 SH	Decreased-300 SH
OTIS WORLDWIDE CORP	COM	$1.4M	0.3%Prev: 0.3%	15,472 SH	Decreased-1,502 SH
PALO ALTO NETWORKS INC	COM	$789K	0.1%Prev: 0.1%	4,282 SH	Increased+700 SH
PARKER-HANNIFIN CORP	COM	$4.9M	0.9%Prev: 0.9%	5,564 SH	Increased-635 SH
PAYCHEX INC	COM	$10.0M	1.9%Prev: 2.2%	89,445 SH	Decreased+548 SH
PAYCOM SOFTWARE INC	COM	$5.2M	1.0%Prev: 1.2%	32,743 SH	Decreased+3,110 SH
PAYPAL HLDGS INC	COM	$3.8M	0.7%Prev: 0.8%	64,588 SH	Decreased+1,310 SH
PEPSICO INC	COM	$6.7M	1.3%Prev: 1.3%	46,932 SH	Decreased-1,251 SH
PFIZER INC	COM	$503K	0.1%Prev: 0.1%	20,187 SH	Decreased-165 SH
PHILIP MORRIS INTL INC	COM	$212K	0.0%Prev: 0.0%	1,324 SH	Decreased-50 SH
PRICE T ROWE GROUP INC	COM	$8.7M	1.6%Prev: 1.7%	85,220 SH	Decreased-721 SH
PROCTER AND GAMBLE CO	COM	$218K	0.0%Prev: 0.1%	1,519 SH	Decreased-748 SH
PROFESIONALLY MANAGED PORTFO	AKRE FOCUS ETF	$2.9M	0.6%	44,588 SH	New
PROGRESSIVE CORP	COM	$20.2M	3.8%Prev: 4.2%	88,867 SH	Decreased+143 SH
QUALCOMM INC	COM	$495K	0.1%Prev: 0.1%	2,894 SH	Increased+100 SH
RANI THERAPEUTICS HLDGS INC	COM CL A	$31K	0.0%Prev: 0.0%	22,979 SH	Increased+3,086 SH
RTX CORPORATION	COM	$905K	0.2%Prev: 0.2%	4,933 SH	Increased
S&P GLOBAL INC	COM	$583K	0.1%Prev: 0.1%	1,115 SH	Increased+184 SH
SALESFORCE INC	COM	$498K	0.1%Prev: 0.1%	1,878 SH	Increased+217 SH
SCHWAB CHARLES CORP	COM	$9.6M	1.8%Prev: 1.8%	95,684 SH	Increased-264 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$229K	0.0%Prev: 0.0%	5,076 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$646K	0.1%Prev: 0.1%	23,747 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$388K	0.1%Prev: 0.1%	12,326 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$453K	0.1%Prev: 0.1%	16,847 SH	Increased
SCHWAB STRATEGIC TR	US SML CAP ETF	$273K	0.1%Prev: 0.1%	9,588 SH	Increased
SEI INVTS CO	COM	$1.3M	0.2%Prev: 0.2%	15,271 SH	Decreased-3 SH
SHELL PLC	SPON ADS	$301K	0.1%Prev: 0.1%	4,103 SH	Increased
SIMON PPTY GROUP INC NEW	COM	$319K	0.1%Prev: 0.1%	1,725 SH	Decreased-300 SH
SLB LIMITED	COM STK	$499K	0.1%	13,000 SH	New
SMITH A O CORP	COM	$3.2M	0.6%Prev: 0.7%	47,991 SH	Decreased-3,557 SH
SPDR GOLD TR	GOLD SHS	$829K	0.2%Prev: 0.1%	2,091 SH	Increased-1 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.2%Prev: 0.2%	1,489 SH	Increased-10 SH
STARBUCKS CORP	COM	$5.4M	1.0%Prev: 1.0%	63,850 SH	Decreased-288 SH
TEXAS INSTRS INC	COM	$2.9M	0.6%Prev: 0.6%	16,996 SH	Decreased-501 SH
THERMO FISHER SCIENTIFIC INC	COM	$484K	0.1%Prev: 0.1%	835 SH	Increased-100 SH
TRANE TECHNOLOGIES PLC	SHS	$670K	0.1%Prev: 0.1%	1,722 SH	Decreased
TRUIST FINL CORP	COM	$282K	0.1%Prev: 0.1%	5,727 SH	Increased
UBER TECHNOLOGIES INC	COM	$844K	0.2%Prev: 0.2%	10,335 SH	Decreased+1,325 SH
ULTA BEAUTY INC	COM	$951K	0.2%Prev: 0.2%	1,572 SH	Decreased-205 SH
UNILEVER PLC	SPON ADR NEW	$263K	0.0%Prev: 0.1%	4,016 SH	Decreased-504 SH
UNITEDHEALTH GROUP INC	COM	$303K	0.1%Prev: 0.1%	918 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$395K	0.1%Prev: 0.1%	630 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$778K	0.1%Prev: 0.1%	2,320 SH	Increased+271 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$405K	0.1%	6,480 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$550K	0.1%Prev: 0.1%	6,013 SH	Increased+233 SH
VERALTO CORP	COM SHS	$389K	0.1%Prev: 0.1%	3,900 SH	Decreased-40 SH
VERIZON COMMUNICATIONS INC	COM	$870K	0.2%Prev: 0.1%	21,361 SH	Increased+3,759 SH
VISA INC	COM CL A	$3.0M	0.6%Prev: 0.6%	8,684 SH	Increased+67 SH
VITESSE ENERGY INC	COMMON STOCK	$337K	0.1%Prev: 0.1%	17,513 SH	Decreased-140 SH
WALMART INC	COM	$278K	0.1%	2,494 SH	New
WATERS CORP	COM	$2.6M	0.5%Prev: 0.4%	6,759 SH	Increased-504 SH
WELLS FARGO CO NEW	COM	$1.3M	0.2%Prev: 0.2%	13,690 SH	Increased-935 SH
WELLTOWER INC	COM	$315K	0.1%Prev: 0.1%	1,699 SH	Increased
WHIRLPOOL CORP	COM	$617K	0.1%Prev: 0.1%	8,548 SH	Decreased-249 SH
ZOETIS INC	CL A	$576K	0.1%Prev: 0.1%	4,580 SH	Increased+698 SH

Sold (vs prior filing)

AXON ENTERPRISE INC — $359K
CARLYLE GROUP INC — $201K
DOMINION ENERGY INC — $201K
EMERSON ELEC CO — $215K
FISERV INC — $202K
PALANTIR TECHNOLOGIES INC — $242K
SCHLUMBERGER LTD — $550K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001308377-26-000001	$529.1M	View
Nov 6, 2025	Q3 2025	13F-HR	0001308377-25-000008	$522.2M	View
Aug 11, 2026	Q2 2026