Lafayette Investments, Inc. Q4 2025 Filing
Filed February 4, 2026
Portfolio Value
$529.1M
Holdings
156
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (156 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 118,839 | $59.7M | 11.29% | |
| 2 | MKLMARKEL GROUP INC | 20,393 | $43.8M | 8.29% | |
| 3 | KLACKLA CORP | 18,975 | $23.1M | 4.36% | |
| 4 | GOOGALPHABET INC | 71,329 | $22.4M | 4.23% | |
| 5 | PGRPROGRESSIVE CORP | 88,867 | $20.2M | 3.82% | |
| 6 | METAMETA PLATFORMS INC | 28,860 | $19.1M | 3.60% | |
| 7 | MSFTMICROSOFT CORP | 36,579 | $17.7M | 3.34% | |
| 8 | AAPLAPPLE INC | 58,155 | $15.8M | 2.99% | |
| 9 | BBARRICK MNG CORP | 328,535 | $14.3M | 2.70% | |
| 10 | LOWLOWES COS INC | 44,008 | $10.6M | 2.01% | |
| 11 | PAYXPAYCHEX INC | 89,445 | $10.0M | 1.90% | |
| 12 | NSCNORFOLK SOUTHN CORP | 33,429 | $9.7M | 1.82% | |
| 13 | SCHWSCHWAB CHARLES CORP | 95,684 | $9.6M | 1.81% | |
| 14 | AZOAUTOZONE INC | 2,739 | $9.3M | 1.76% | |
| 15 | JNJJOHNSON & JOHNSON | 44,680 | $9.2M | 1.75% | |
| 16 | TROWPRICE T ROWE GROUP INC | 85,220 | $8.7M | 1.65% | |
| 17 | JEFJEFFERIES FINL GROUP INC | 137,585 | $8.5M | 1.61% | |
| 18 | LLOEWS CORP | 72,923 | $7.7M | 1.45% | |
| 19 | PEPPEPSICO INC | 46,932 | $6.7M | 1.27% | |
| 20 | LMTLOCKHEED MARTIN CORP | 13,588 | $6.6M | 1.24% | |
| 21 | GPCGENUINE PARTS CO | 46,209 | $5.7M | 1.07% | |
| 22 | SBUXSTARBUCKS CORP | 63,850 | $5.4M | 1.02% | |
| 23 | AMZNAMAZON COM INC | 22,627 | $5.2M | 0.99% | |
| 24 | PAYCPAYCOM SOFTWARE INC | 32,743 | $5.2M | 0.99% | |
| 25 | JPMJPMORGAN CHASE & CO. | 15,889 | $5.1M | 0.97% | |
| 26 | XOMEXXON MOBIL CORP | 41,101 | $4.9M | 0.93% | |
| 27 | PHPARKER-HANNIFIN CORP | 5,564 | $4.9M | 0.92% | |
| 28 | GHCGRAHAM HLDGS CO | 4,290 | $4.7M | 0.89% | |
| 29 | LIILENNOX INTL INC | 9,247 | $4.5M | 0.85% | |
| 30 | KOCOCA COLA CO | 63,589 | $4.4M | 0.84% | |
| 31 | ACNACCENTURE PLC IRELAND | 15,838 | $4.2M | 0.80% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 4,892 | $4.2M | 0.80% | |
| 33 | CHKPCHECK POINT SOFTWARE TECH LT | 22,128 | $4.1M | 0.78% | |
| 34 | DISDISNEY WALT CO | 34,751 | $4.0M | 0.75% | |
| 35 | ALLEALLEGION PLC | 24,088 | $3.8M | 0.72% | |
| 36 | ESABESAB CORPORATION | 34,266 | $3.8M | 0.72% | |
| 37 | PYPLPAYPAL HLDGS INC | 64,588 | $3.8M | 0.71% | |
| 38 | MRSHMARSH & MCLENNAN COS INC | 19,347 | $3.6M | 0.68% | |
| 39 | NVONOVO-NORDISK A S | 69,138 | $3.5M | 0.66% | |
| 40 | ANETARISTA NETWORKS INC | 26,621 | $3.5M | 0.66% | |
| 41 | MSGSMADISON SQUARE GRDN SPRT COR | 13,489 | $3.5M | 0.66% | |
| 42 | GLWCORNING INC | 37,871 | $3.3M | 0.63% | |
| 43 | AOSSMITH A O CORP | 47,991 | $3.2M | 0.61% | |
| 44 | DEODIAGEO PLC | 36,527 | $3.2M | 0.60% | |
| 45 | VVISA INC | 8,684 | $3.0M | 0.58% | |
| 46 | TXNTEXAS INSTRS INC | 16,996 | $2.9M | 0.56% | |
| 47 | AKREPROFESIONALLY MANAGED PORTFO | 44,588 | $2.9M | 0.55% | |
| 48 | BACBANK AMERICA CORP | 50,445 | $2.8M | 0.52% | |
| 49 | NKENIKE INC | 43,411 | $2.8M | 0.52% | |
| 50 | CMGCHIPOTLE MEXICAN GRILL INC | 74,370 | $2.8M | 0.52% | |
| 51 | MHKMOHAWK INDS INC | 24,806 | $2.7M | 0.51% | |
| 52 | ASMLASML HOLDING N V | 2,475 | $2.6M | 0.50% | |
| 53 | WATWATERS CORP | 6,759 | $2.6M | 0.49% | |
| 54 | AONAON PLC | 6,670 | $2.4M | 0.44% | |
| 55 | ADBEADOBE INC | 6,481 | $2.3M | 0.43% | |
| 56 | HASHASBRO INC | 26,574 | $2.2M | 0.41% | |
| 57 | AVGOBROADCOM INC | 6,274 | $2.2M | 0.41% | |
| 58 | CVXCHEVRON CORP NEW | 12,676 | $1.9M | 0.36% | |
| 59 | DHRDANAHER CORPORATION | 7,728 | $1.8M | 0.33% | |
| 60 | MCDMCDONALDS CORP | 5,660 | $1.7M | 0.33% | |
| 61 | BF/BBROWN FORMAN CORP | 62,437 | $1.6M | 0.31% | |
| 62 | HSYHERSHEY CO | 8,251 | $1.5M | 0.28% | |
| 63 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 16,499 | $1.4M | 0.26% | |
| 64 | BKNGBOOKING HOLDINGS INC | 254 | $1.4M | 0.26% | |
| 65 | OTISOTIS WORLDWIDE CORP | 15,472 | $1.4M | 0.26% | |
| 66 | FDSFACTSET RESH SYS INC | 4,475 | $1.3M | 0.25% | |
| 67 | NVDANVIDIA CORPORATION | 6,933 | $1.3M | 0.24% | |
| 68 | WFCWELLS FARGO CO NEW | 13,690 | $1.3M | 0.24% | |
| 69 | SEICSEI INVTS CO | 15,271 | $1.3M | 0.24% | |
| 70 | CRWDCROWDSTRIKE HLDGS INC | 2,575 | $1.2M | 0.23% | |
| 71 | GOOGLALPHABET INC | 3,790 | $1.2M | 0.22% | |
| 72 | GSKGSK PLC | 23,300 | $1.1M | 0.22% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 3,842 | $1.1M | 0.22% | |
| 74 | MRKMERCK & CO INC | 9,686 | $1.0M | 0.19% | |
| 75 | SPYSPDR S&P 500 ETF TR | 1,489 | $1.0M | 0.19% | |
| 76 | CATCATERPILLAR INC | 1,736 | $994K | 0.19% | |
| 77 | ULTAULTA BEAUTY INC | 1,572 | $951K | 0.18% | |
| 78 | RTXRTX CORPORATION | 4,933 | $904K | 0.17% | |
| 79 | RSPINVESCO EXCHANGE TRADED FD T | 4,571 | $875K | 0.17% | |
| 80 | BACVERIZON COMMUNICATIONS INC | 21,361 | $870K | 0.16% | |
| 81 | UBERUBER TECHNOLOGIES INC | 10,335 | $844K | 0.16% | |
| 82 | GQ9SPDR GOLD TR | 2,091 | $828K | 0.16% | |
| 83 | PANWPALO ALTO NETWORKS INC | 4,282 | $788K | 0.15% | |
| 84 | ETNEATON CORP PLC | 2,455 | $781K | 0.15% | |
| 85 | VTIVANGUARD INDEX FDS | 2,320 | $777K | 0.15% | |
| 86 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.14% | |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 2,894 | $744K | 0.14% | |
| 88 | ABNBAIRBNB INC | 5,216 | $707K | 0.13% | |
| 89 | HONHONEYWELL INTL INC | 3,440 | $671K | 0.13% | |
| 90 | TTTRANE TECHNOLOGIES PLC | 1,722 | $670K | 0.13% | |
| 91 | FNDXSCHWAB STRATEGIC TR | 23,747 | $646K | 0.12% | |
| 92 | COFCAPITAL ONE FINL CORP | 2,642 | $640K | 0.12% | |
| 93 | WHRWHIRLPOOL CORP | 8,548 | $616K | 0.12% | |
| 94 | GDGENERAL DYNAMICS CORP | 1,817 | $611K | 0.12% | |
| 95 | SPGIS&P GLOBAL INC | 1,115 | $582K | 0.11% | |
| 96 | ZTSZOETIS INC | 4,580 | $576K | 0.11% | |
| 97 | VIGIVANGUARD WHITEHALL FDS | 6,013 | $549K | 0.10% | |
| 98 | FNVFRANCO NEV CORP | 2,612 | $541K | 0.10% | |
| 99 | MOALTRIA GROUP INC | 9,188 | $529K | 0.10% | |
| 100 | PFEPFIZER INC | 20,187 | $502K | 0.09% |
Page 1 of 2Next