Lafayette Investments, Inc.

CIK: 0001308377SEC EDGAR →

Portfolio Value

$529K

Holdings

156

As of

Q4 2025

New Positions

7

Closed Positions

2

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ALPHABET INC

71,329$22.4M
4230.47%
2

PROGRESSIVE CORP

88,867$20.2M
3824.68%
3

MICROSOFT CORP

36,579$17.7M
3343.48%
4

APPLE INC

58,155$15.8M
2987.96%
5

BARRICK MNG CORP

328,535$14.3M
2704.08%
6

LOWES COS INC

44,008$10.6M
2005.90%
7

PAYCHEX INC

89,445$10.0M
1896.27%
8

NORFOLK SOUTHN CORP

33,429$9.7M
1824.08%
9

SCHWAB CHARLES CORP

95,684$9.6M
1806.69%
10

JOHNSON & JOHNSON

44,680$9.2M
1747.53%

Quarterly Changes

Top Buys

MSFT↑ Increased
$17.7M
RANI↑ Increased
$9.0M
AKRENEW
$2.9M
CMGNEW
$2.8M
PGR↑ Increased
$1.7M

Top Sells

GOOG↓ Decreased
$4.5M
LII↓ Decreased
$4.5M
B↓ Decreased
$3.5M
DEO↓ Decreased
$2.2M
ALLE↓ Decreased
$1.2M

New Positions (7)

$2.9M · 45K shares
$2.8M · 74K shares
$404K · 6K shares
$327K · 2K shares
$277K · 2K shares
$262K · 4K shares
$254 · 237 shares

Closed Positions (7)

$267K · 5K shares
$241K · 1K shares
$215K · 2K shares
$201K · 2K shares
$200K · 3K shares
$200K · 3K shares
$358 · 500 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services40$90.5M25.9%
Technology24$69.7M19.9%
Industrials19$48.5M13.9%
Consumer Cyclical19$42.0M12.0%
Communication Services7$31.8M9.1%
Healthcare17$21.7M6.2%
Consumer Defensive10$17.1M4.9%
Basic Materials2$14.8M4.3%
Energy6$8.3M2.4%
Unknown7$3.4M1.0%
Real Estate4$1.1M0.3%
Utilities1$458K0.1%