Lafayette Investments, Inc. Q1 2025 Filing
Filed April 24, 2025
Portfolio Value
$472.8M
Holdings
146
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (146 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 118,768 | $63.3M | 13.38% | |
| 2 | MKLMARKEL GROUP INC | 20,248 | $37.9M | 8.01% | |
| 3 | PGRPROGRESSIVE CORP | 90,779 | $25.7M | 5.43% | |
| 4 | METAMETA PLATFORMS INC | 27,858 | $16.1M | 3.40% | |
| 5 | MSFTMICROSOFT CORP | 36,173 | $13.6M | 2.87% | |
| 6 | KLACKLA CORP | 19,860 | $13.5M | 2.86% | |
| 7 | PAYXPAYCHEX INC | 86,822 | $13.4M | 2.83% | |
| 8 | AAPLAPPLE INC | 57,906 | $12.9M | 2.72% | |
| 9 | AZOAUTOZONE INC | 3,259 | $12.4M | 2.63% | |
| 10 | GOOGALPHABET INC | 71,399 | $11.2M | 2.36% | |
| 11 | LOWLOWES COS INC | 47,069 | $11.0M | 2.32% | |
| 12 | TROWPRICE T ROWE GROUP INC | 87,146 | $8.0M | 1.69% | |
| 13 | NSCNORFOLK SOUTHN CORP | 33,738 | $8.0M | 1.69% | |
| 14 | JNJJOHNSON & JOHNSON | 48,036 | $8.0M | 1.68% | |
| 15 | SCHWSCHWAB CHARLES CORP | 97,500 | $7.6M | 1.61% | |
| 16 | JEFJEFFERIES FINL GROUP INC | 138,858 | $7.4M | 1.57% | |
| 17 | PEPPEPSICO INC | 47,805 | $7.2M | 1.52% | |
| 18 | LLOEWS CORP | 73,192 | $6.7M | 1.42% | |
| 19 | SBUXSTARBUCKS CORP | 66,076 | $6.5M | 1.37% | |
| 20 | ABXBARRICK GOLD CORP | 331,966 | $6.5M | 1.36% | |
| 21 | LMTLOCKHEED MARTIN CORP | 14,197 | $6.3M | 1.34% | |
| 22 | PAYCPAYCOM SOFTWARE INC | 28,340 | $6.2M | 1.31% | |
| 23 | DEODIAGEO PLC | 58,316 | $6.1M | 1.29% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 6,118 | $5.8M | 1.22% | |
| 25 | GPCGENUINE PARTS CO | 47,924 | $5.7M | 1.21% | |
| 26 | LIILENNOX INTL INC | 9,866 | $5.5M | 1.17% | |
| 27 | CHKPCHECK POINT SOFTWARE TECH LT | 23,776 | $5.4M | 1.15% | |
| 28 | MRSHMARSH & MCLENNAN COS INC | 19,788 | $4.8M | 1.02% | |
| 29 | KOCOCA COLA CO | 64,634 | $4.6M | 0.98% | |
| 30 | ACNACCENTURE PLC IRELAND | 14,167 | $4.4M | 0.93% | |
| 31 | GHCGRAHAM HLDGS CO | 4,350 | $4.2M | 0.88% | |
| 32 | XOMEXXON MOBIL CORP | 34,768 | $4.1M | 0.87% | |
| 33 | ALLEALLEGION PLC | 31,249 | $4.1M | 0.86% | |
| 34 | ESABESAB CORPORATION | 34,496 | $4.0M | 0.85% | |
| 35 | PHPARKER-HANNIFIN CORP | 6,312 | $3.8M | 0.81% | |
| 36 | PYPLPAYPAL HLDGS INC | 58,337 | $3.8M | 0.81% | |
| 37 | DISDISNEY WALT CO | 35,654 | $3.5M | 0.74% | |
| 38 | JPMJPMORGAN CHASE & CO. | 14,219 | $3.5M | 0.74% | |
| 39 | AMZNAMAZON COM INC | 17,874 | $3.4M | 0.72% | |
| 40 | AOSSMITH A O CORP | 51,535 | $3.4M | 0.71% | |
| 41 | GLWCORNING INC | 67,324 | $3.1M | 0.65% | |
| 42 | WATWATERS CORP | 8,300 | $3.1M | 0.65% | |
| 43 | NKENIKE INC | 45,393 | $2.9M | 0.61% | |
| 44 | MHKMOHAWK INDS INC | 24,903 | $2.8M | 0.60% | |
| 45 | VVISA INC | 7,979 | $2.8M | 0.59% | |
| 46 | MSGSMADISON SQUARE GRDN SPRT COR | 14,156 | $2.8M | 0.58% | |
| 47 | AONAON PLC | 6,544 | $2.6M | 0.55% | |
| 48 | ANETARISTA NETWORKS INC | 29,691 | $2.3M | 0.49% | |
| 49 | BACBANK AMERICA CORP | 54,267 | $2.3M | 0.48% | |
| 50 | CVXCHEVRON CORP NEW | 12,742 | $2.1M | 0.45% | |
| 51 | TXNTEXAS INSTRS INC | 11,688 | $2.1M | 0.44% | |
| 52 | MCDMCDONALDS CORP | 6,540 | $2.0M | 0.43% | |
| 53 | HASHASBRO INC | 28,704 | $1.8M | 0.37% | |
| 54 | DHRDANAHER CORPORATION | 8,471 | $1.7M | 0.37% | |
| 55 | ULTAULTA BEAUTY INC | 4,524 | $1.7M | 0.35% | |
| 56 | ADBEADOBE INC | 4,000 | $1.5M | 0.32% | |
| 57 | HSYHERSHEY CO | 8,902 | $1.5M | 0.32% | |
| 58 | OTISOTIS WORLDWIDE CORP | 12,882 | $1.3M | 0.28% | |
| 59 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 16,980 | $1.3M | 0.27% | |
| 60 | SEICSEI INVTS CO | 15,419 | $1.2M | 0.25% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 3,750 | $1.1M | 0.24% | |
| 62 | WFCWELLS FARGO CO NEW | 15,395 | $1.1M | 0.23% | |
| 63 | BKNGBOOKING HOLDINGS INC | 239 | $1.1M | 0.23% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 3,852 | $957K | 0.20% | |
| 65 | ASMLASML HOLDING N V | 1,435 | $950K | 0.20% | |
| 66 | GSKGSK PLC | 23,300 | $902K | 0.19% | |
| 67 | AVGOBROADCOM INC | 5,205 | $871K | 0.18% | |
| 68 | CRWDCROWDSTRIKE HLDGS INC | 2,400 | $846K | 0.18% | |
| 69 | SPYSPDR S&P 500 ETF TR | 1,499 | $838K | 0.18% | |
| 70 | FISVFISERV INC | 3,788 | $836K | 0.18% | |
| 71 | MRKMERCK & CO INC | 9,044 | $811K | 0.17% | |
| 72 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798K | 0.17% | |
| 73 | WHRWHIRLPOOL CORP | 8,811 | $794K | 0.17% | |
| 74 | BACVERIZON COMMUNICATIONS INC | 16,259 | $737K | 0.16% | |
| 75 | HONHONEYWELL INTL INC | 3,290 | $696K | 0.15% | |
| 76 | NVDANVIDIA CORPORATION | 6,325 | $685K | 0.14% | |
| 77 | GOOGLALPHABET INC | 4,287 | $662K | 0.14% | |
| 78 | RSPINVESCO EXCHANGE TRADED FD T | 3,812 | $660K | 0.14% | |
| 79 | RTXRTX CORPORATION | 4,933 | $653K | 0.14% | |
| 80 | ETNEATON CORP PLC | 2,375 | $645K | 0.14% | |
| 81 | GQ9SPDR GOLD TR | 2,121 | $611K | 0.13% | |
| 82 | UBERUBER TECHNOLOGIES INC | 8,338 | $607K | 0.13% | |
| 83 | PGPROCTER AND GAMBLE CO | 3,501 | $596K | 0.13% | |
| 84 | SLBSCHLUMBERGER LTD | 14,000 | $585K | 0.12% | |
| 85 | MOALTRIA GROUP INC | 9,738 | $584K | 0.12% | |
| 86 | TTTRANE TECHNOLOGIES PLC | 1,722 | $580K | 0.12% | |
| 87 | CATCATERPILLAR INC | 1,736 | $572K | 0.12% | |
| 88 | FNDXSCHWAB STRATEGIC TR | 23,700 | $559K | 0.12% | |
| 89 | GDGENERAL DYNAMICS CORP | 1,999 | $544K | 0.12% | |
| 90 | PFEPFIZER INC | 20,503 | $519K | 0.11% | |
| 91 | ZTSZOETIS INC | 3,050 | $502K | 0.11% | |
| 92 | NVONOVO-NORDISK A S | 7,029 | $488K | 0.10% | |
| 93 | INTCINTEL CORP | 21,497 | $488K | 0.10% | |
| 94 | TAT&T INC | 16,935 | $478K | 0.10% | |
| 95 | PANWPALO ALTO NETWORKS INC | 2,750 | $469K | 0.10% | |
| 96 | VTSVITESSE ENERGY INC | 18,576 | $456K | 0.10% | |
| 97 | TMOTHERMO FISHER SCIENTIFIC INC | 905 | $450K | 0.10% | |
| 98 | ABBVABBVIE INC | 2,141 | $448K | 0.09% | |
| 99 | MARMARRIOTT INTL INC NEW | 1,804 | $429K | 0.09% | |
| 100 | CABOCABLE ONE INC | 1,564 | $415K | 0.09% |
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