Lafayette Investments, Inc. Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$494.8M
Holdings
151
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (151 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 118,045 | $57.3M | 11.59% | |
| 2 | MKLMARKEL GROUP INC | 20,186 | $40.3M | 8.15% | |
| 3 | PGRPROGRESSIVE CORP | 89,174 | $23.8M | 4.81% | |
| 4 | METAMETA PLATFORMS INC | 28,162 | $20.8M | 4.20% | |
| 5 | MSFTMICROSOFT CORP | 36,076 | $17.9M | 3.63% | |
| 6 | KLACKLA CORP | 20,027 | $17.9M | 3.63% | |
| 7 | GOOGALPHABET INC | 73,290 | $13.0M | 2.63% | |
| 8 | PAYXPAYCHEX INC | 88,064 | $12.8M | 2.59% | |
| 9 | AAPLAPPLE INC | 58,335 | $12.0M | 2.42% | |
| 10 | AZOAUTOZONE INC | 3,155 | $11.7M | 2.37% | |
| 11 | LOWLOWES COS INC | 45,432 | $10.1M | 2.04% | |
| 12 | SCHWSCHWAB CHARLES CORP | 96,849 | $8.8M | 1.79% | |
| 13 | NSCNORFOLK SOUTHN CORP | 33,519 | $8.6M | 1.73% | |
| 14 | TROWPRICE T ROWE GROUP INC | 86,156 | $8.3M | 1.68% | |
| 15 | JEFJEFFERIES FINL GROUP INC | 138,810 | $7.6M | 1.53% | |
| 16 | JNJJOHNSON & JOHNSON | 47,735 | $7.3M | 1.47% | |
| 17 | BBARRICK MNG CORP | 330,451 | $6.9M | 1.39% | |
| 18 | LLOEWS CORP | 73,393 | $6.7M | 1.36% | |
| 19 | PAYCPAYCOM SOFTWARE INC | 28,850 | $6.7M | 1.35% | |
| 20 | LMTLOCKHEED MARTIN CORP | 13,939 | $6.5M | 1.30% | |
| 21 | PEPPEPSICO INC | 48,616 | $6.4M | 1.30% | |
| 22 | SBUXSTARBUCKS CORP | 64,822 | $5.9M | 1.20% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 5,868 | $5.8M | 1.17% | |
| 24 | GPCGENUINE PARTS CO | 47,483 | $5.8M | 1.16% | |
| 25 | DEODIAGEO PLC | 56,935 | $5.7M | 1.16% | |
| 26 | LIILENNOX INTL INC | 9,388 | $5.4M | 1.09% | |
| 27 | CHKPCHECK POINT SOFTWARE TECH LT | 22,536 | $5.0M | 1.01% | |
| 28 | JPMJPMORGAN CHASE & CO. | 16,046 | $4.7M | 0.94% | |
| 29 | KOCOCA COLA CO | 64,451 | $4.6M | 0.92% | |
| 30 | PYPLPAYPAL HLDGS INC | 60,312 | $4.5M | 0.91% | |
| 31 | XOMEXXON MOBIL CORP | 41,576 | $4.5M | 0.91% | |
| 32 | AMZNAMAZON COM INC | 19,925 | $4.4M | 0.88% | |
| 33 | PHPARKER-HANNIFIN CORP | 6,214 | $4.3M | 0.88% | |
| 34 | DISDISNEY WALT CO | 34,966 | $4.3M | 0.88% | |
| 35 | ACNACCENTURE PLC IRELAND | 14,450 | $4.3M | 0.87% | |
| 36 | MRSHMARSH & MCLENNAN COS INC | 19,624 | $4.3M | 0.87% | |
| 37 | ALLEALLEGION PLC | 29,487 | $4.2M | 0.86% | |
| 38 | ESABESAB CORPORATION | 34,258 | $4.1M | 0.83% | |
| 39 | GHCGRAHAM HLDGS CO | 4,350 | $4.1M | 0.83% | |
| 40 | TXNTEXAS INSTRS INC | 17,704 | $3.7M | 0.74% | |
| 41 | GLWCORNING INC | 65,253 | $3.4M | 0.69% | |
| 42 | AOSSMITH A O CORP | 51,923 | $3.4M | 0.69% | |
| 43 | NVONOVO-NORDISK A S | 47,754 | $3.3M | 0.67% | |
| 44 | NKENIKE INC | 45,128 | $3.2M | 0.65% | |
| 45 | ANETARISTA NETWORKS INC | 29,752 | $3.0M | 0.62% | |
| 46 | VVISA INC | 8,184 | $2.9M | 0.59% | |
| 47 | MSGSMADISON SQUARE GRDN SPRT COR | 13,625 | $2.8M | 0.58% | |
| 48 | WATWATERS CORP | 7,842 | $2.7M | 0.55% | |
| 49 | MHKMOHAWK INDS INC | 25,211 | $2.6M | 0.53% | |
| 50 | BACBANK AMERICA CORP | 54,217 | $2.6M | 0.52% | |
| 51 | AONAON PLC | 6,633 | $2.4M | 0.48% | |
| 52 | HASHASBRO INC | 27,925 | $2.1M | 0.42% | |
| 53 | ADBEADOBE INC | 5,230 | $2.0M | 0.41% | |
| 54 | MCDMCDONALDS CORP | 6,239 | $1.8M | 0.37% | |
| 55 | CVXCHEVRON CORP NEW | 12,662 | $1.8M | 0.37% | |
| 56 | DHRDANAHER CORPORATION | 8,461 | $1.7M | 0.34% | |
| 57 | AVGOBROADCOM INC | 6,030 | $1.7M | 0.34% | |
| 58 | HSYHERSHEY CO | 8,748 | $1.5M | 0.29% | |
| 59 | BKNGBOOKING HOLDINGS INC | 240 | $1.4M | 0.28% | |
| 60 | SEICSEI INVTS CO | 15,274 | $1.4M | 0.28% | |
| 61 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 16,908 | $1.3M | 0.27% | |
| 62 | OTISOTIS WORLDWIDE CORP | 13,290 | $1.3M | 0.27% | |
| 63 | ULTAULTA BEAUTY INC | 2,663 | $1.2M | 0.25% | |
| 64 | WFCWELLS FARGO CO NEW | 14,795 | $1.2M | 0.24% | |
| 65 | ASMLASML HOLDING N V | 1,470 | $1.2M | 0.24% | |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 3,789 | $1.2M | 0.24% | |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 2,275 | $1.2M | 0.23% | |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 3,852 | $1.1M | 0.23% | |
| 69 | NVDANVIDIA CORPORATION | 6,475 | $1.0M | 0.21% | |
| 70 | SPYSPDR S&P 500 ETF TR | 1,499 | $926K | 0.19% | |
| 71 | GSKGSK PLC | 23,300 | $894K | 0.18% | |
| 72 | WHRWHIRLPOOL CORP | 8,812 | $893K | 0.18% | |
| 73 | UBERUBER TECHNOLOGIES INC | 8,826 | $823K | 0.17% | |
| 74 | MRKMERCK & CO INC | 10,396 | $822K | 0.17% | |
| 75 | ETNEATON CORP PLC | 2,300 | $821K | 0.17% | |
| 76 | HONHONEYWELL INTL INC | 3,290 | $766K | 0.15% | |
| 77 | BACVERIZON COMMUNICATIONS INC | 17,602 | $761K | 0.15% | |
| 78 | TTTRANE TECHNOLOGIES PLC | 1,722 | $753K | 0.15% | |
| 79 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728K | 0.15% | |
| 80 | RTXRTX CORPORATION | 4,933 | $720K | 0.15% | |
| 81 | GOOGLALPHABET INC | 4,090 | $720K | 0.15% | |
| 82 | RSPINVESCO EXCHANGE TRADED FD T | 3,832 | $696K | 0.14% | |
| 83 | CATCATERPILLAR INC | 1,736 | $673K | 0.14% | |
| 84 | GQ9SPDR GOLD TR | 2,121 | $646K | 0.13% | |
| 85 | VTIVANGUARD INDEX FDS | 2,032 | $617K | 0.12% | |
| 86 | GDGENERAL DYNAMICS CORP | 2,068 | $603K | 0.12% | |
| 87 | FNDXSCHWAB STRATEGIC TR | 23,785 | $583K | 0.12% | |
| 88 | PANWPALO ALTO NETWORKS INC | 2,750 | $562K | 0.11% | |
| 89 | PGPROCTER AND GAMBLE CO | 3,503 | $558K | 0.11% | |
| 90 | ZTSZOETIS INC | 3,473 | $541K | 0.11% | |
| 91 | SLBSCHLUMBERGER LTD | 16,000 | $540K | 0.11% | |
| 92 | MOALTRIA GROUP INC | 9,188 | $538K | 0.11% | |
| 93 | COFCAPITAL ONE FINL CORP | 2,442 | $519K | 0.10% | |
| 94 | MARMARRIOTT INTL INC NEW | 1,838 | $502K | 0.10% | |
| 95 | PFEPFIZER INC | 20,503 | $496K | 0.10% | |
| 96 | INTCINTEL CORP | 21,496 | $481K | 0.10% | |
| 97 | DUKDUKE ENERGY CORP NEW | 3,904 | $460K | 0.09% | |
| 98 | QCOMQUALCOMM INC | 2,794 | $444K | 0.09% | |
| 99 | SPGIS&P GLOBAL INC | 837 | $441K | 0.09% | |
| 100 | ALRSALERUS FINL CORP | 20,100 | $434K | 0.09% |
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