Lafayette Investments, Inc.
163 holdingsFiling period: 2026-06-30Current AUM: $553.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Del | 118.5K | $59.3M | $59.3M | 10.71% | +1.4K | 2026-06-30 |
| 2 | KLAC | Kla Corp | 146.1K | $44.1M | $23.6M | 4.27% | +129.1K | 2026-06-30 |
| 3 | MKL | Markel Group Inc | 19.9K | $38.9M | $37.5M | 6.78% | +23 | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 68.4K | $24.2M | $23.0M | 4.16% | -1,571 | 2026-06-30 |
| 5 | PGR | Progressive Corp | 88.6K | $19.4M | $19.7M | 3.55% | +580 | 2026-06-30 |
| 6 | META | Meta Platforms Inc | 28.2K | $15.9M | $19.6M | 3.54% | -27 | 2026-06-30 |
| 7 | AAPL | Apple Inc | 53.4K | $15.5M | $18.1M | 3.28% | -4,332 | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 38.8K | $14.5M | $20.6M | 3.73% | +2.0K | 2026-06-30 |
| 9 | JNJ | Johnson & Johnson | 42.4K | $10.8M | $11.0M | 1.99% | -1,000 | 2026-06-30 |
| 10 | NSC | Norfolk Southn Corp | 31.9K | $10.0M | $10.4M | 1.88% | -12 | 2026-06-30 |
| 11 | LOW | Lowes Cos Inc | 44.1K | $9.7M | $8.8M | 1.58% | +207 | 2026-06-30 |
| 12 | TROW | Price T Rowe Group Inc | 84.4K | $9.6M | $8.6M | 1.56% | -1,433 | 2026-06-30 |
| 13 | PAYX | Paychex Inc | 92.8K | $9.1M | $10.4M | 1.89% | +3.3K | 2026-06-30 |
| 14 | B | Barrick Mng Corp | 241.5K | $8.9M | $9.8M | 1.76% | -3,863 | 2026-06-30 |
| 15 | SCHW | Schwab Charles Corp | 95.5K | $8.8M | $8.7M | 1.57% | +610 | 2026-06-30 |
| 16 | AZO | Autozone Inc | 2.7K | $8.6M | $8.5M | 1.54% | -15 | 2026-06-30 |
| 17 | L | Loews Corp | 71.5K | $8.1M | $8.0M | 1.44% | -336 | 2026-06-30 |
| 18 | JEF | Jefferies Financial Group in | 137.7K | $6.9M | $6.2M | 1.12% | +122 | 2026-06-30 |
| 19 | LMT | Lockheed Martin Corp | 13.4K | $6.8M | $7.3M | 1.33% | -157 | 2026-06-30 |
| 20 | PEP | Pepsico Inc | 45.9K | $6.2M | $6.2M | 1.11% | -51 | 2026-06-30 |
| 21 | PAYC | Paycom Software Inc | 48.7K | $6.1M | $12.8M | 2.31% | +3.4K | 2026-06-30 |
| 22 | AMZN | Amazon.com Inc | 24.7K | $5.9M | $6.5M | 1.17% | +1.2K | 2026-06-30 |
| 23 | XOM | Exxon Mobil Corp | 40.0K | $5.5M | $7.1M | 1.29% | -442 | 2026-06-30 |
| 24 | XOM | Exxon Mobil Corp | 40.0K | $5.5M | $7.1M | 1.29% | -442 | 2026-06-30 |
| 25 | MSGS | Madison Square Grdn Sprt Cor | 13.3K | $5.4M | $5.5M | 1.00% | -10 | 2026-06-30 |
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