Lafayette Investments, Inc. Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$522.2M
Holdings
156
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 117,876 | $59.3M | 11.35% | |
| 2 | MKLMARKEL GROUP INC | 20,175 | $38.6M | 7.38% | |
| 3 | PGRPROGRESSIVE CORP | 88,724 | $21.9M | 4.20% | |
| 4 | KLACKLA CORP | 20,113 | $21.7M | 4.15% | |
| 5 | METAMETA PLATFORMS INC | 28,521 | $20.9M | 4.01% | |
| 6 | MSFTMICROSOFT CORP | 36,437 | $18.9M | 3.61% | |
| 7 | GOOGALPHABET INC | 73,331 | $17.9M | 3.42% | |
| 8 | AAPLAPPLE INC | 58,295 | $14.8M | 2.84% | |
| 9 | AZOAUTOZONE INC | 2,868 | $12.3M | 2.36% | |
| 10 | LOWLOWES COS INC | 45,143 | $11.3M | 2.17% | |
| 11 | PAYXPAYCHEX INC | 88,897 | $11.3M | 2.16% | |
| 12 | BBARRICK MNG CORP | 330,301 | $10.8M | 2.07% | |
| 13 | NSCNORFOLK SOUTHN CORP | 33,470 | $10.1M | 1.93% | |
| 14 | SCHWSCHWAB CHARLES CORP | 95,948 | $9.2M | 1.75% | |
| 15 | JEFJEFFERIES FINL GROUP INC | 138,052 | $9.0M | 1.73% | |
| 16 | TROWPRICE T ROWE GROUP INC | 85,941 | $8.8M | 1.69% | |
| 17 | JNJJOHNSON & JOHNSON | 45,093 | $8.4M | 1.60% | |
| 18 | LLOEWS CORP | 73,323 | $7.4M | 1.41% | |
| 19 | LMTLOCKHEED MARTIN CORP | 13,662 | $6.8M | 1.31% | |
| 20 | PEPPEPSICO INC | 48,183 | $6.8M | 1.30% | |
| 21 | GPCGENUINE PARTS CO | 47,324 | $6.6M | 1.26% | |
| 22 | PAYCPAYCOM SOFTWARE INC | 29,633 | $6.2M | 1.18% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 6,068 | $5.6M | 1.08% | |
| 24 | SBUXSTARBUCKS CORP | 64,138 | $5.4M | 1.04% | |
| 25 | DEODIAGEO PLC | 56,382 | $5.4M | 1.03% | |
| 26 | GHCGRAHAM HLDGS CO | 4,348 | $5.1M | 0.98% | |
| 27 | ALLEALLEGION PLC | 28,650 | $5.1M | 0.97% | |
| 28 | JPMJPMORGAN CHASE & CO. | 16,009 | $5.0M | 0.97% | |
| 29 | LIILENNOX INTL INC | 9,370 | $5.0M | 0.95% | |
| 30 | PHPARKER-HANNIFIN CORP | 6,199 | $4.7M | 0.90% | |
| 31 | XOMEXXON MOBIL CORP | 41,360 | $4.7M | 0.89% | |
| 32 | CHKPCHECK POINT SOFTWARE TECH LT | 22,203 | $4.6M | 0.88% | |
| 33 | AMZNAMAZON COM INC | 20,462 | $4.5M | 0.86% | |
| 34 | ANETARISTA NETWORKS INC | 29,752 | $4.3M | 0.83% | |
| 35 | PYPLPAYPAL HLDGS INC | 63,278 | $4.2M | 0.81% | |
| 36 | KOCOCA COLA CO | 63,580 | $4.2M | 0.81% | |
| 37 | DISDISNEY WALT CO | 34,966 | $4.0M | 0.77% | |
| 38 | MRSHMARSH & MCLENNAN COS INC | 19,476 | $3.9M | 0.75% | |
| 39 | NVONOVO-NORDISK A S | 68,845 | $3.8M | 0.73% | |
| 40 | ACNACCENTURE PLC IRELAND | 15,480 | $3.8M | 0.73% | |
| 41 | ESABESAB CORPORATION | 34,105 | $3.8M | 0.73% | |
| 42 | AOSSMITH A O CORP | 51,548 | $3.8M | 0.72% | |
| 43 | GLWCORNING INC | 40,780 | $3.3M | 0.64% | |
| 44 | MHKMOHAWK INDS INC | 25,141 | $3.2M | 0.62% | |
| 45 | TXNTEXAS INSTRS INC | 17,497 | $3.2M | 0.62% | |
| 46 | NKENIKE INC | 45,670 | $3.2M | 0.61% | |
| 47 | MSGSMADISON SQUARE GRDN SPRT COR | 13,474 | $3.1M | 0.59% | |
| 48 | VVISA INC | 8,617 | $2.9M | 0.56% | |
| 49 | BACBANK AMERICA CORP | 54,277 | $2.8M | 0.54% | |
| 50 | AONAON PLC | 6,645 | $2.4M | 0.45% | |
| 51 | ASMLASML HOLDING N V | 2,400 | $2.3M | 0.44% | |
| 52 | WATWATERS CORP | 7,263 | $2.2M | 0.42% | |
| 53 | ADBEADOBE INC | 5,894 | $2.1M | 0.40% | |
| 54 | HASHASBRO INC | 26,886 | $2.0M | 0.39% | |
| 55 | AVGOBROADCOM INC | 5,974 | $2.0M | 0.38% | |
| 56 | CVXCHEVRON CORP NEW | 12,676 | $2.0M | 0.38% | |
| 57 | MCDMCDONALDS CORP | 5,951 | $1.8M | 0.35% | |
| 58 | DHRDANAHER CORPORATION | 8,228 | $1.6M | 0.31% | |
| 59 | HSYHERSHEY CO | 8,688 | $1.6M | 0.31% | |
| 60 | OTISOTIS WORLDWIDE CORP | 16,974 | $1.6M | 0.30% | |
| 61 | SEICSEI INVTS CO | 15,274 | $1.3M | 0.25% | |
| 62 | BKNGBOOKING HOLDINGS INC | 239 | $1.3M | 0.25% | |
| 63 | NVDANVIDIA CORPORATION | 6,623 | $1.2M | 0.24% | |
| 64 | WFCWELLS FARGO CO NEW | 14,625 | $1.2M | 0.23% | |
| 65 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 16,917 | $1.1M | 0.22% | |
| 66 | ADPAUTOMATIC DATA PROCESSING IN | 3,816 | $1.1M | 0.21% | |
| 67 | CRWDCROWDSTRIKE HLDGS INC | 2,275 | $1.1M | 0.21% | |
| 68 | IBMINTERNATIONAL BUSINESS MACHS | 3,842 | $1.1M | 0.21% | |
| 69 | GSKGSK PLC | 23,300 | $1.0M | 0.19% | |
| 70 | SPYSPDR S&P 500 ETF TR | 1,499 | $998K | 0.19% | |
| 71 | ULTAULTA BEAUTY INC | 1,777 | $971K | 0.19% | |
| 72 | FDSFACTSET RESH SYS INC | 3,240 | $928K | 0.18% | |
| 73 | GOOGLALPHABET INC | 3,790 | $921K | 0.18% | |
| 74 | ETNEATON CORP PLC | 2,455 | $918K | 0.18% | |
| 75 | UBERUBER TECHNOLOGIES INC | 9,010 | $882K | 0.17% | |
| 76 | CATCATERPILLAR INC | 1,736 | $828K | 0.16% | |
| 77 | RTXRTX CORPORATION | 4,933 | $825K | 0.16% | |
| 78 | MRKMERCK & CO INC | 9,734 | $816K | 0.16% | |
| 79 | BACVERIZON COMMUNICATIONS INC | 17,602 | $773K | 0.15% | |
| 80 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.14% | |
| 81 | GQ9SPDR GOLD TR | 2,092 | $743K | 0.14% | |
| 82 | PANWPALO ALTO NETWORKS INC | 3,582 | $729K | 0.14% | |
| 83 | RSPINVESCO EXCHANGE TRADED FD T | 3,832 | $726K | 0.14% | |
| 84 | TTTRANE TECHNOLOGIES PLC | 1,722 | $726K | 0.14% | |
| 85 | HONHONEYWELL INTL INC | 3,440 | $724K | 0.14% | |
| 86 | WHRWHIRLPOOL CORP | 8,797 | $691K | 0.13% | |
| 87 | VTIVANGUARD INDEX FDS | 2,049 | $672K | 0.13% | |
| 88 | GDGENERAL DYNAMICS CORP | 1,968 | $671K | 0.13% | |
| 89 | FNDXSCHWAB STRATEGIC TR | 23,747 | $624K | 0.12% | |
| 90 | MOALTRIA GROUP INC | 9,188 | $606K | 0.12% | |
| 91 | ZTSZOETIS INC | 3,882 | $568K | 0.11% | |
| 92 | COFCAPITAL ONE FINL CORP | 2,642 | $561K | 0.11% | |
| 93 | FNVFRANCO NEV CORP | 2,515 | $560K | 0.11% | |
| 94 | SLBSCHLUMBERGER LTD | 16,000 | $549K | 0.11% | |
| 95 | PFEPFIZER INC | 20,352 | $518K | 0.10% | |
| 96 | VIGIVANGUARD WHITEHALL FDS | 5,780 | $517K | 0.10% | |
| 97 | DUKDUKE ENERGY CORP NEW | 3,914 | $484K | 0.09% | |
| 98 | MARMARRIOTT INTL INC NEW | 1,851 | $482K | 0.09% | |
| 99 | ABNBAIRBNB INC | 3,885 | $471K | 0.09% | |
| 100 | QCOMQUALCOMM INC | 2,794 | $464K | 0.09% |
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