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 | Value |
|---|---|
BRK/BBERKSHIRE HATHAWAY INC DEL | $57.3M |
MKLMARKEL GROUP INC | $40.3M |
PGRPROGRESSIVE CORP | $23.8M |
METAMETA PLATFORMS INC | $20.8M |
MSFTMICROSOFT CORP | $17.9M |
KLACKLA CORP | $17.9M |
GOOGALPHABET INC | $13.0M |
PAYXPAYCHEX INC | $12.8M |
AAPLAPPLE INC | $12.0M |
AZOAUTOZONE INC | $11.7M |
LOWLOWES COS INC | $10.1M |
SCHWSCHWAB CHARLES CORP | $8.8M |
NSCNORFOLK SOUTHN CORP | $8.6M |
TROWPRICE T ROWE GROUP INC | $8.3M |
JEFJEFFERIES FINL GROUP INC | $7.6M |
JNJJOHNSON & JOHNSON | $7.3M |
BBARRICK MNG CORP | $6.9M |
LLOEWS CORP | $6.7M |
PAYCPAYCOM SOFTWARE INC | $6.7M |
LMTLOCKHEED MARTIN CORP | $6.5M |
PEPPEPSICO INC | $6.4M |
SBUXSTARBUCKS CORP | $5.9M |
COSTCOSTCO WHSL CORP NEW | $5.8M |
GPCGENUINE PARTS CO | $5.8M |
DEODIAGEO PLC | $5.7M |
LIILENNOX INTL INC | $5.4M |
CHKPCHECK POINT SOFTWARE TECH LT | $5.0M |
JPMJPMORGAN CHASE & CO. | $4.7M |
KOCOCA COLA CO | $4.6M |
PYPLPAYPAL HLDGS INC | $4.5M |
XOMEXXON MOBIL CORP | $4.5M |
AMZNAMAZON COM INC | $4.4M |
PHPARKER-HANNIFIN CORP | $4.3M |
DISDISNEY WALT CO | $4.3M |
ACNACCENTURE PLC IRELAND | $4.3M |
MRSHMARSH & MCLENNAN COS INC | $4.3M |
ALLEALLEGION PLC | $4.2M |
ESABESAB CORPORATION | $4.1M |
GHCGRAHAM HLDGS CO | $4.1M |
TXNTEXAS INSTRS INC | $3.7M |
GLWCORNING INC | $3.4M |
AOSSMITH A O CORP | $3.4M |
NVONOVO-NORDISK A S | $3.3M |
NKENIKE INC | $3.2M |
ANETARISTA NETWORKS INC | $3.0M |
VVISA INC | $2.9M |
MSGSMADISON SQUARE GRDN SPRT COR | $2.8M |
WATWATERS CORP | $2.7M |
MHKMOHAWK INDS INC | $2.6M |
BACBANK AMERICA CORP | $2.6M |
AONAON PLC | $2.4M |
HASHASBRO INC | $2.1M |
ADBEADOBE INC | $2.0M |
MCDMCDONALDS CORP | $1.8M |
CVXCHEVRON CORP NEW | $1.8M |
DHRDANAHER CORPORATION | $1.7M |
AVGOBROADCOM INC | $1.7M |
HSYHERSHEY CO | $1.5M |
BKNGBOOKING HOLDINGS INC | $1.4M |
SEICSEI INVTS CO | $1.4M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $1.3M |
OTISOTIS WORLDWIDE CORP | $1.3M |
ULTAULTA BEAUTY INC | $1.2M |
WFCWELLS FARGO CO NEW | $1.2M |
ASMLASML HOLDING N V | $1.2M |
ADPAUTOMATIC DATA PROCESSING IN | $1.2M |
CRWDCROWDSTRIKE HLDGS INC | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
NVDANVIDIA CORPORATION | $1.0M |
SPYSPDR S&P 500 ETF TR | $926K |
GSKGSK PLC | $894K |
WHRWHIRLPOOL CORP | $893K |
UBERUBER TECHNOLOGIES INC | $823K |
MRKMERCK & CO INC | $822K |
ETNEATON CORP PLC | $821K |
HONHONEYWELL INTL INC | $766K |
BACVERIZON COMMUNICATIONS INC | $761K |
TTTRANE TECHNOLOGIES PLC | $753K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $728K |
RTXRTX CORPORATION | $720K |
GOOGLALPHABET INC | $720K |
RSPINVESCO EXCHANGE TRADED FD T | $696K |
CATCATERPILLAR INC | $673K |
GQ9SPDR GOLD TR | $646K |
VTIVANGUARD INDEX FDS | $617K |
GDGENERAL DYNAMICS CORP | $603K |
FNDXSCHWAB STRATEGIC TR | $583K |
PANWPALO ALTO NETWORKS INC | $562K |
PGPROCTER AND GAMBLE CO | $558K |
ZTSZOETIS INC | $541K |
SLBSCHLUMBERGER LTD | $540K |
MOALTRIA GROUP INC | $538K |
COFCAPITAL ONE FINL CORP | $519K |
MARMARRIOTT INTL INC NEW | $502K |
PFEPFIZER INC | $496K |
INTCINTEL CORP | $481K |
DUKDUKE ENERGY CORP NEW | $460K |
QCOMQUALCOMM INC | $444K |
SPGIS&P GLOBAL INC | $441K |
ALRSALERUS FINL CORP | $434K |
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