Lafayette Investments, Inc. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$466.6B
Holdings
149
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 120,479 | $54.6B | 11.70% | |
| 2 | MKLMARKEL GROUP INC | 20,310 | $35.1B | 7.51% | |
| 3 | PGRPROGRESSIVE CORP | 92,040 | $22.1B | 4.73% | |
| 4 | METAMETA PLATFORMS INC | 27,823 | $16.3B | 3.49% | |
| 5 | MSFTMICROSOFT CORP | 35,755 | $15.1B | 3.23% | |
| 6 | AAPLAPPLE INC | 58,364 | $14.6B | 3.13% | |
| 7 | JEFJEFFERIES FINL GROUP INC | 177,217 | $13.9B | 2.98% | |
| 8 | GOOGALPHABET INC | 70,539 | $13.4B | 2.88% | |
| 9 | KLACKLA CORP | 19,843 | $12.5B | 2.68% | |
| 10 | PAYXPAYCHEX INC | 87,265 | $12.2B | 2.62% | |
| 11 | LOWLOWES COS INC | 47,198 | $11.6B | 2.50% | |
| 12 | AZOAUTOZONE INC | 3,238 | $10.4B | 2.22% | |
| 13 | TROWPRICE T ROWE GROUP INC | 86,184 | $9.7B | 2.09% | |
| 14 | NSCNORFOLK SOUTHN CORP | 33,920 | $8.0B | 1.71% | |
| 15 | LMTLOCKHEED MARTIN CORP | 15,310 | $7.4B | 1.59% | |
| 16 | SCHWSCHWAB CHARLES CORP | 98,230 | $7.3B | 1.56% | |
| 17 | DEODIAGEO PLC | 56,241 | $7.1B | 1.53% | |
| 18 | JNJJOHNSON & JOHNSON | 48,960 | $7.1B | 1.52% | |
| 19 | PEPPEPSICO INC | 44,167 | $6.7B | 1.44% | |
| 20 | SBUXSTARBUCKS CORP | 72,142 | $6.6B | 1.41% | |
| 21 | LLOEWS CORP | 74,075 | $6.3B | 1.34% | |
| 22 | LIILENNOX INTL INC | 9,993 | $6.1B | 1.31% | |
| 23 | COSTCOSTCO WHSL CORP NEW | 6,293 | $5.8B | 1.24% | |
| 24 | PAYCPAYCOM SOFTWARE INC | 27,842 | $5.7B | 1.22% | |
| 25 | GPCGENUINE PARTS CO | 48,749 | $5.7B | 1.22% | |
| 26 | ABXBARRICK GOLD CORP | 344,187 | $5.3B | 1.14% | |
| 27 | PYPLPAYPAL HLDGS INC | 54,394 | $4.6B | 1.00% | |
| 28 | ACNACCENTURE PLC IRELAND | 13,125 | $4.6B | 0.99% | |
| 29 | CHKPCHECK POINT SOFTWARE TECH LT | 24,000 | $4.5B | 0.96% | |
| 30 | ESABESAB CORPORATION | 35,381 | $4.2B | 0.91% | |
| 31 | MRSHMARSH & MCLENNAN COS INC | 19,923 | $4.2B | 0.91% | |
| 32 | ALLEALLEGION PLC | 32,252 | $4.2B | 0.90% | |
| 33 | PHPARKER-HANNIFIN CORP | 6,406 | $4.1B | 0.87% | |
| 34 | KOCOCA COLA CO | 65,059 | $4.1B | 0.87% | |
| 35 | DISDISNEY WALT CO | 36,203 | $4.0B | 0.86% | |
| 36 | GHCGRAHAM HLDGS CO | 4,358 | $3.8B | 0.81% | |
| 37 | XOMEXXON MOBIL CORP | 35,097 | $3.8B | 0.81% | |
| 38 | AMZNAMAZON COM INC | 16,929 | $3.7B | 0.80% | |
| 39 | JPMJPMORGAN CHASE & CO. | 14,068 | $3.4B | 0.72% | |
| 40 | GLWCORNING INC | 70,518 | $3.4B | 0.72% | |
| 41 | NKENIKE INC | 44,024 | $3.3B | 0.71% | |
| 42 | ANETARISTA NETWORKS INC | 29,086 | $3.2B | 0.69% | |
| 43 | MSGSMADISON SQUARE GRDN SPRT COR | 14,216 | $3.2B | 0.69% | |
| 44 | WATWATERS CORP | 8,449 | $3.1B | 0.67% | |
| 45 | AOSSMITH A O CORP | 43,841 | $3.0B | 0.64% | |
| 46 | MHKMOHAWK INDS INC | 25,098 | $3.0B | 0.64% | |
| 47 | BACBANK AMERICA CORP | 55,256 | $2.4B | 0.52% | |
| 48 | VVISA INC | 7,661 | $2.4B | 0.52% | |
| 49 | AONAON PLC | 6,488 | $2.3B | 0.50% | |
| 50 | ULTAULTA BEAUTY INC | 5,094 | $2.2B | 0.47% | |
| 51 | TXNTEXAS INSTRS INC | 11,436 | $2.1B | 0.46% | |
| 52 | DHRDANAHER CORPORATION | 8,482 | $1.9B | 0.42% | |
| 53 | MCDMCDONALDS CORP | 6,697 | $1.9B | 0.42% | |
| 54 | CVXCHEVRON CORP NEW | 13,132 | $1.9B | 0.41% | |
| 55 | HASHASBRO INC | 28,814 | $1.6B | 0.35% | |
| 56 | HSYHERSHEY CO | 8,901 | $1.5B | 0.32% | |
| 57 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 17,085 | $1.3B | 0.28% | |
| 58 | SEICSEI INVTS CO | 15,899 | $1.3B | 0.28% | |
| 59 | BKNGBOOKING HOLDINGS INC | 233 | $1.2B | 0.25% | |
| 60 | WFCWELLS FARGO CO NEW | 15,995 | $1.1B | 0.24% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 3,726 | $1.1B | 0.23% | |
| 62 | OTISOTIS WORLDWIDE CORP | 11,600 | $1.1B | 0.23% | |
| 63 | SPYSPDR S&P 500 ETF TR | 1,749 | $1.0B | 0.22% | |
| 64 | WHRWHIRLPOOL CORP | 8,809 | $1.0B | 0.22% | |
| 65 | AVGOBROADCOM INC | 4,180 | $969.1M | 0.21% | |
| 66 | MTDMETTLER TOLEDO INTERNATIONAL | 726 | $888.4M | 0.19% | |
| 67 | NVDANVIDIA CORPORATION | 6,610 | $887.7M | 0.19% | |
| 68 | ADBEADOBE INC | 1,960 | $871.6M | 0.19% | |
| 69 | ASMLASML HOLDING N V | 1,179 | $817.1M | 0.18% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 19,891 | $795.4M | 0.17% | |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 3,602 | $791.8M | 0.17% | |
| 72 | GSKGSK PLC | 23,300 | $788.0M | 0.17% | |
| 73 | FISVFISERV INC | 3,599 | $739.3M | 0.16% | |
| 74 | CRWDCROWDSTRIKE HLDGS INC | 2,150 | $735.6M | 0.16% | |
| 75 | HONHONEYWELL INTL INC | 3,190 | $720.6M | 0.15% | |
| 76 | GOOGLALPHABET INC | 3,759 | $711.6M | 0.15% | |
| 77 | MRKMERCK & CO INC | 6,908 | $687.2M | 0.15% | |
| 78 | TTTRANE TECHNOLOGIES PLC | 1,722 | $636.0M | 0.14% | |
| 79 | CATCATERPILLAR INC | 1,736 | $629.6M | 0.13% | |
| 80 | CABOCABLE ONE INC | 1,594 | $577.2M | 0.12% | |
| 81 | FNDXSCHWAB STRATEGIC TR | 23,574 | $558.2M | 0.12% | |
| 82 | PFEPFIZER INC | 20,758 | $550.7M | 0.12% | |
| 83 | PGPROCTER AND GAMBLE CO | 3,253 | $545.3M | 0.12% | |
| 84 | GDGENERAL DYNAMICS CORP | 2,062 | $543.3M | 0.12% | |
| 85 | SLBSCHLUMBERGER LTD | 14,000 | $536.8M | 0.12% | |
| 86 | NVONOVO-NORDISK A S | 5,946 | $511.5M | 0.11% | |
| 87 | MOALTRIA GROUP INC | 9,738 | $509.2M | 0.11% | |
| 88 | RTXRTX CORPORATION | 4,276 | $494.8M | 0.11% | |
| 89 | GQ9SPDR GOLD TR | 2,013 | $487.4M | 0.10% | |
| 90 | MARMARRIOTT INTL INC NEW | 1,746 | $487.0M | 0.10% | |
| 91 | ETNEATON CORP PLC | 1,450 | $481.2M | 0.10% | |
| 92 | VTSVITESSE ENERGY INC | 19,094 | $477.3M | 0.10% | |
| 93 | EGBNEAGLE BANCORP INC MD | 17,500 | $455.5M | 0.10% | |
| 94 | GMGENERAL MTRS CO | 8,507 | $453.2M | 0.10% | |
| 95 | INTCINTEL CORP | 21,829 | $437.7M | 0.09% | |
| 96 | TMOTHERMO FISHER SCIENTIFIC INC | 830 | $431.8M | 0.09% | |
| 97 | PANWPALO ALTO NETWORKS INC | 2,300 | $418.5M | 0.09% | |
| 98 | FDXFEDEX CORP | 1,430 | $402.3M | 0.09% | |
| 99 | ABBVABBVIE INC | 2,242 | $398.4M | 0.09% | |
| 100 | TAT&T INC | 17,008 | $387.3M | 0.08% |
Page 1 of 2Next