Lafayette Investments, Inc. Portfolio Stock Holdings
Lafayette Investments, Inc. disclosed 158 stock positions valued at approximately $493.9 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, MARKEL GROUP INC, and KLA CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 158
- Portfolio Value
- $493.9M
Holdings by Sector
Lafayette Investments, Inc. Portfolio Holdings in Q1 2026
156 holdings in the latest reporting period.
Page 1 of 2
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 11.36% | 117,082 | -1,757 | -1.48% | $56,105,695 |
| MARKEL GROUP INC | MKL | Financial Services | 7.71% | 19,901 | -492 | -2.41% | $38,091,908 |
| KLA CORP | KLAC | Technology | 5.07% | 17,017 | -1,958 | -10.32% | $25,056,682 |
| ALPHABET INC | GOOG | Communication Services | 4.06% | 69,977 | -1,352 | -1.90% | $20,073,540 |
| PROGRESSIVE CORP | PGR | Financial Services | 3.53% | 88,022 | -845 | -0.95% | $17,449,407 |
| META PLATFORMS INC | META | Communication Services | 3.27% | 28,245 | -615 | -2.13% | $16,160,001 |
| APPLE INC | AAPL | Technology | 2.97% | 57,744 | -411 | -0.71% | $14,654,767 |
| MICROSOFT CORP | MSFT | Technology | 2.76% | 36,807 | +228 | +0.62% | $13,624,910 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.15% | 43,382 | -1,298 | -2.91% | $10,604,199 |
| LOWES COS INC | LOW | Consumer Cyclical | 2.10% | 43,928 | -80 | -0.18% | $10,379,389 |
| BARRICK MNG CORP | B | Other | 2.03% | 245,333 | -83,202 | -25.33% | $10,007,134 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 1.85% | 31,895 | -1,534 | -4.59% | $9,153,965 |
| AUTOZONE INC | AZO | Consumer Cyclical | 1.85% | 2,704 | -35 | -1.28% | $9,133,518 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.81% | 94,860 | -824 | -0.86% | $8,914,929 |
| PAYCHEX INC | PAYX | Technology | 1.67% | 89,504 | +59 | +0.07% | $8,245,122 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.66% | 13,528 | -60 | -0.44% | $8,176,145 |
| PRICE T ROWE GROUP INC | TROW | Financial Services | 1.57% | 85,810 | +590 | +0.69% | $7,734,909 |
| LOEWS CORP | L | Financial Services | 1.55% | 71,880 | -1,043 | -1.43% | $7,672,472 |
| PEPSICO INC | PEP | Consumer Defensive | 1.45% | 45,959 | -973 | -2.07% | $7,136,968 |
| EXXON MOBIL CORP | XOM | Energy | 1.39% | 40,489 | -612 | -1.49% | $6,869,405 |
| JEFFERIES FINANCIAL GROUP IN | JEF | Financial Services | 1.15% | 137,608 | +23 | +0.02% | $5,679,071 |
| PAYCOM SOFTWARE INC | PAYC | Technology | 1.12% | 45,308 | +12,565 | +38.37% | $5,506,761 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 1.05% | 57,904 | -5,946 | -9.31% | $5,187,663 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.01% | 4,992 | +100 | +2.04% | $4,974,179 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.99% | 23,527 | +900 | +3.98% | $4,899,969 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 0.98% | 45,712 | -497 | -1.08% | $4,834,050 |
| COCA COLA CO | KO | Consumer Defensive | 0.97% | 63,091 | -498 | -0.78% | $4,798,092 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.93% | 15,660 | -229 | -1.44% | $4,606,422 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.92% | 5,055 | -509 | -9.15% | $4,525,654 |
| GRAHAM HLDGS CO | GHC | Consumer Defensive | 0.91% | 4,250 | -40 | -0.93% | $4,492,835 |
| MADISON SQUARE GRDN SPRT COR | MSGS | Communication Services | 0.87% | 13,354 | -135 | -1.00% | $4,292,051 |
| LENNOX INTL INC | LII | Industrials | 0.84% | 8,977 | -270 | -2.92% | $4,166,496 |
| ALLEGION PLC | G0176J109 | Other | 0.69% | 23,598 | -490 | -2.03% | $3,428,554 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.68% | 19,247 | -100 | -0.52% | $3,338,393 |
| DISNEY WALT CO | DIS | Communication Services | 0.67% | 34,206 | -545 | -1.57% | $3,296,794 |
| ADOBE INC | ADBE | Technology | 0.66% | 13,472 | +6,991 | +107.87% | $3,274,774 |
| ASML HLDG NV | ASML | Other | 0.66% | 2,475 | - | - | $3,269,055 |
| ESAB CORPORATION | ESAB | Industrials | 0.65% | 33,329 | -937 | -2.73% | $3,221,619 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.65% | 16,187 | +349 | +2.20% | $3,209,721 |
| TEXAS INSTRS INC | TXN | Technology | 0.64% | 16,308 | -688 | -4.05% | $3,165,966 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 0.62% | 67,759 | +3,171 | +4.91% | $3,064,759 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.62% | 21,408 | -720 | -3.25% | $3,058,133 |
| SMITH A O CORP | AOS | Industrials | 0.62% | 46,161 | -1,830 | -3.81% | $3,043,857 |
| VISA INC | V | Financial Services | 0.55% | 9,066 | +382 | +4.40% | $2,740,108 |
| DIAGEO PLC | DEO | Consumer Defensive | 0.55% | 36,681 | +154 | +0.42% | $2,730,877 |
| ARISTA NETWORKS INC | ANET | Other | 0.55% | 21,946 | -4,675 | -17.56% | $2,694,530 |
| NOVO-NORDISK A S | NVO | Healthcare | 0.54% | 72,455 | +3,317 | +4.80% | $2,662,722 |
| CHEVRON CORPORATION | CVX | Energy | 0.51% | 12,231 | -445 | -3.51% | $2,530,594 |
| HASBRO INC | HAS | Consumer Cyclical | 0.50% | 26,162 | -412 | -1.55% | $2,448,764 |
| BANK AMERICA CORP | BAC | Financial Services | 0.49% | 50,130 | -315 | -0.62% | $2,443,838 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.48% | 74,581 | +211 | +0.28% | $2,387,338 |
| SALESFORCE INC | CRM | Technology | 0.47% | 12,536 | +10,658 | +567.52% | $2,340,096 |
| MOHAWK INDS INC | MHK | Consumer Cyclical | 0.47% | 23,626 | -1,180 | -4.76% | $2,326,216 |
| CORNING INC | GLW | Technology | 0.47% | 17,102 | -20,769 | -54.84% | $2,325,359 |
| NIKE INC | NKE | Consumer Cyclical | 0.45% | 42,195 | -1,216 | -2.80% | $2,228,765 |
| AON PLC | AON | Financial Services | 0.44% | 6,800 | +130 | +1.95% | $2,194,904 |
| BROADCOM INC | AVGO | Technology | 0.40% | 6,404 | +130 | +2.07% | $1,982,103 |
| WATERS CORP | WAT | Healthcare | 0.39% | 6,421 | -338 | -5.00% | $1,912,174 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.36% | 5,765 | +105 | +1.86% | $1,791,748 |
| HERSHEY CO | HSY | Consumer Defensive | 0.35% | 8,232 | -19 | -0.23% | $1,711,429 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 0.33% | 61,187 | -1,250 | -2.00% | $1,617,785 |
| GSK PLC | GSK | Healthcare | 0.26% | 23,060 | -240 | -1.03% | $1,272,682 |
| DANAHER CORP DEL | DHR | Healthcare | 0.26% | 6,678 | -1,050 | -13.59% | $1,266,149 |
| CATERPILLAR INC | CAT | Industrials | 0.25% | 1,736 | - | - | $1,229,689 |
| NVIDIA CORPORATION | NVDA | Technology | 0.24% | 6,933 | - | - | $1,209,116 |
| SEI INVTS CO | SEIC | Financial Services | 0.24% | 15,221 | -50 | -0.33% | $1,194,392 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 0.24% | 15,138 | -334 | -2.16% | $1,166,838 |
| MERCK & CO INC | MRK | Healthcare | 0.23% | 9,635 | -51 | -0.53% | $1,158,995 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.23% | 2,875 | +300 | +11.65% | $1,122,429 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.23% | 265 | +11 | +4.33% | $1,115,735 |
| WELLS FARGO & CO | WFC | Financial Services | 0.22% | 13,618 | -72 | -0.53% | $1,084,126 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.21% | 17,274 | +775 | +4.70% | $1,059,760 |
| ALPHABET INC | GOOGL | Communication Services | 0.21% | 3,685 | -105 | -2.77% | $1,059,659 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.21% | 4,292 | +450 | +11.71% | $1,040,338 |
| INTUIT | INTU | Technology | 0.21% | 2,366 | +1,668 | +238.97% | $1,023,012 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.20% | 5,146 | +575 | +12.58% | $987,621 |
| FACTSET RESH SYS INC | FDS | Financial Services | 0.20% | 4,524 | +49 | +1.09% | $981,663 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.20% | 1,489 | - | - | $968,357 |
| RTX CORPORATION | RTX | Industrials | 0.19% | 4,933 | - | - | $951,576 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.18% | 18,161 | -3,200 | -14.98% | $911,672 |
| SPDR GOLD TR | GLD | Other | 0.18% | 2,074 | -17 | -0.81% | $892,422 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.18% | 12,066 | +1,731 | +16.75% | $867,908 |
| VANGUARD INDEX FDS | VTI | Other | 0.17% | 2,614 | +294 | +12.67% | $838,719 |
| EATON CORP PLC | ETN | Other | 0.17% | 2,330 | -125 | -5.09% | $833,372 |
| HONEYWELL INTL INC | HON | Industrials | 0.16% | 3,440 | - | - | $777,544 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.16% | 1,813 | +698 | +62.60% | $771,142 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.15% | 4,482 | +200 | +4.67% | $718,555 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.15% | 1 | - | - | $718,140 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.15% | 1,722 | - | - | $717,627 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.14% | 5,631 | +415 | +7.96% | $711,083 |
| ZOETIS INC | ZTS | Healthcare | 0.14% | 5,862 | +1,282 | +27.99% | $692,941 |
| SLB LIMITED | SLB | Energy | 0.14% | 13,000 | - | - | $668,070 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.13% | 23,747 | - | - | $661,354 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.12% | 3,032 | +138 | +4.77% | $616,042 |
| SCHWAB STRATEGIC TR | SCHK | Other | 0.12% | 19,461 | +19,461 | +100.00% | $609,728 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.12% | 9,188 | - | - | $606,317 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.12% | 1,749 | -68 | -3.74% | $600,292 |
| FEDEX CORP | FDX | Industrials | 0.12% | 1,619 | - | - | $576,656 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 0.11% | 6,257 | +244 | +4.06% | $553,532 |
| PFIZER INC | PFE | Healthcare | 0.11% | 19,399 | -788 | -3.90% | $544,727 |