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The Analysis of Lafayette Investments, Inc.'s Holdings & P&L

Currently, Lafayette Investments, Inc. holds 158 types of securities in its portfolio with a total value $493.9M. In the most recent quarter, they have increased their positions in CRM (+10.7K shares, valued at $2.0M), ADBE (+7.0K shares, valued at $1.7M), PAYC (+12.6K shares, valued at $1.5M); decreased their positions in N/A (-83.2K shares, valued at $3.4M), KLAC (-2.0K shares, valued at $2.9M), GLW (-20.8K shares, valued at $2.8M); initiated new positions in SCHK (+19.5K shares, valued at $609.7K), KHC (+12.5K shares, valued at $281.9K), GNRC (+1.3K shares, valued at $253.9K).

1M P&L

+13.3M+1.95%

3M P&L

+56.2M+8.77%

HY P&L

+128.7M+22.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Insurance - Property & Casualty63.6M

16.4%

2Semiconductor Equipment & Materials28.3M

7.3%

3Software - Application21.9M

5.6%

Top Industries by Stock Count

1N/A15 stocks

10.7%

2Software - Application7 stocks

5.0%

3Credit Services5 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL117.1K shares-1.48%2026-03-312026-04-27

MKL MARKEL GROUP INC19.9K shares-2.41%2026-03-312026-04-27

KLAC KLA CORP17.0K shares-10.32%2026-03-312026-04-27

ALPHABET INC ALPHABET INC70.0K shares-1.90%2026-03-312026-04-27

PGR PROGRESSIVE CORP88.0K shares-0.95%2026-03-312026-04-27

META META PLATFORMS INC28.2K shares-2.13%2026-03-312026-04-27

AAPL APPLE INC57.7K shares-0.71%2026-03-312026-04-27

MSFT MICROSOFT CORP36.8K shares0.62%2026-03-312026-04-27

Sponsored

JNJ JOHNSON & JOHNSON43.4K shares-2.91%2026-03-312026-04-27

LOW LOWES COS INC43.9K shares-0.18%2026-03-312026-04-27

BARRICK MNG CORP BARRICK MNG CORP245.3K shares-25.33%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP31.9K shares-4.59%2026-03-312026-04-27

AZO AUTOZONE INC2.7K shares-1.28%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP94.9K shares-0.86%2026-03-312026-04-27

PAYX PAYCHEX INC89.5K shares0.07%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP13.5K shares-0.44%2026-03-312026-04-27

Sponsored

TROW PRICE T ROWE GROUP INC85.8K shares0.69%2026-03-312026-04-27

L LOEWS CORP71.9K shares-1.43%2026-03-312026-04-27

PEP PEPSICO INC46.0K shares-2.07%2026-03-312026-04-27

XOM EXXON MOBIL CORP40.5K shares-1.49%2026-03-312026-04-27

JEF JEFFERIES FINANCIAL GROUP IN137.6K shares0.02%2026-03-312026-04-27

PAYC PAYCOM SOFTWARE INC45.3K shares38.37%2026-03-312026-04-27

SBUX STARBUCKS CORP57.9K shares-9.31%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION5.0K shares2.04%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC23.5K shares3.98%2026-03-312026-04-27

GPC GENUINE PARTS CO45.7K shares-1.08%2026-03-312026-04-27

KO COCA COLA CO63.1K shares-0.78%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO15.7K shares-1.44%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP5.1K shares-9.15%2026-03-312026-04-27

GHC GRAHAM HLDGS CO4.3K shares-0.93%2026-03-312026-04-27

MSGS MADISON SQUARE GRDN SPRT COR13.4K shares-1.00%2026-03-312026-04-27

LII LENNOX INTL INC9.0K shares-2.92%2026-03-312026-04-27

Sponsored

ALLE ALLEGION PLC23.6K shares-2.03%2026-03-312026-04-27

MMC MARSH & MCLENNAN COS INC19.2K shares-0.52%2026-03-312026-04-27

DIS DISNEY WALT CO34.2K shares-1.57%2026-03-312026-04-27

ADBE ADOBE INC13.5K shares107.87%2026-03-312026-04-27

ASML ASML HLDG NV2.5K shares0.00%2026-03-312026-04-27

ESAB ESAB CORPORATION33.3K shares-2.73%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND16.2K shares2.20%2026-03-312026-04-27

TXN TEXAS INSTRS INC16.3K shares-4.05%2026-03-312026-04-27

Sponsored

PYPL PAYPAL HLDGS INC67.8K shares4.91%2026-03-312026-04-27

CHKP CHECK POINT SOFTWARE TECH LT21.4K shares-3.25%2026-03-312026-04-27

AOS SMITH A O CORP46.2K shares-3.81%2026-03-312026-04-27

V VISA INC9.1K shares4.40%2026-03-312026-04-27

DEO DIAGEO PLC36.7K shares0.42%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC21.9K shares-17.56%2026-03-312026-04-27

NVO NOVO-NORDISK A S72.5K shares4.80%2026-03-312026-04-27

CVX CHEVRON CORPORATION12.2K shares-3.51%2026-03-312026-04-27

Sponsored

HAS HASBRO INC26.2K shares-1.55%2026-03-312026-04-27

BAC BANK AMERICA CORP50.1K shares-0.62%2026-03-312026-04-27

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO45.3K shares1.58%2026-03-312026-04-27

CMG CHIPOTLE MEXICAN GRILL INC74.6K shares0.28%2026-03-312026-04-27

CRM SALESFORCE INC12.5K shares567.52%2026-03-312026-04-27

MHK MOHAWK INDS INC23.6K shares-4.76%2026-03-312026-04-27

GLW CORNING INC17.1K shares-54.84%2026-03-312026-04-27

NKE NIKE INC42.2K shares-2.80%2026-03-312026-04-27

Sponsored

AON PLC AON PLC6.8K shares1.95%2026-03-312026-04-27

BROADCOM INC BROADCOM INC6.4K shares2.07%2026-03-312026-04-27

WAT WATERS CORP6.4K shares-5.00%2026-03-312026-04-27

MCD MCDONALDS CORP5.8K shares1.86%2026-03-312026-04-27

HSY HERSHEY CO8.2K shares-0.23%2026-03-312026-04-27

BF.B BROWN FORMAN CORP61.2K shares-2.00%2026-03-312026-04-27

GSK PLC GSK PLC23.1K shares-1.03%2026-03-312026-04-27

DHR DANAHER CORP DEL6.7K shares-13.59%2026-03-312026-04-27

Sponsored

CAT CATERPILLAR INC1.7K shares0.00%2026-03-312026-04-27

NVDA NVIDIA CORPORATION6.9K shares0.00%2026-03-312026-04-27

SEIC SEI INVTS CO15.2K shares-0.33%2026-03-312026-04-27

OTIS OTIS WORLDWIDE CORP15.1K shares-2.16%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC9.6K shares-0.53%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC2.9K shares11.65%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC265 shares4.33%2026-03-312026-04-27

WFC WELLS FARGO & CO13.6K shares-0.53%2026-03-312026-04-27

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO17.3K shares4.70%2026-03-312026-04-27

ALPHABET INC ALPHABET INC3.7K shares-2.77%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS4.3K shares11.71%2026-03-312026-04-27

INTU INTUIT2.4K shares238.97%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.1K shares12.58%2026-03-312026-04-27

FDS FACTSET RESH SYS INC4.5K shares1.09%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.5K shares0.00%2026-03-312026-04-27

RTX RTX CORPORATION4.9K shares0.00%2026-03-312026-04-27

Sponsored

VZ VERIZON COMMUNICATIONS INC18.2K shares-14.98%2026-03-312026-04-27

GLD SPDR GOLD TR2.1K shares-0.81%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC12.1K shares16.75%2026-03-312026-04-27

VTI VANGUARD INDEX FDS2.6K shares12.67%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC2.3K shares-5.09%2026-03-312026-04-27

HON HONEYWELL INTL INC3.4K shares0.00%2026-03-312026-04-27

SPGI S&P GLOBAL INC1.8K shares62.60%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC4.5K shares4.67%2026-03-312026-04-27

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC1.7K shares0.00%2026-03-312026-04-27

ABNB AIRBNB INC5.6K shares7.96%2026-03-312026-04-27

ZTS ZOETIS INC5.9K shares27.99%2026-03-312026-04-27

SLB SLB LIMITED13.0K shares0.00%2026-03-312026-04-27

FNDX SCHWAB STRATEGIC TR23.7K shares0.00%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN3.0K shares4.77%2026-03-312026-04-27

SCHK SCHWAB STRATEGIC TR19.5K sharesnew addition2026-03-312026-04-27

Sponsored

MO ALTRIA GROUP INC9.2K shares0.00%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.7K shares-3.74%2026-03-312026-04-27

FDX FEDEX CORP1.6K shares0.00%2026-03-312026-04-27

VIGI VANGUARD WHITEHALL FDS6.3K shares4.06%2026-03-312026-04-27

PFE PFIZER INC19.4K shares-3.90%2026-03-312026-04-27

ALRS ALERUS FINL CORP21.9K shares0.00%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.9K shares0.00%2026-03-312026-04-27

T AT&T INC15.1K shares1.94%2026-03-312026-04-27

Sponsored

SCHX SCHWAB STRATEGIC TR16.8K shares0.00%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP2.3K shares-11.36%2026-03-312026-04-27

NFLX NETFLIX INC.4.4K shares15.15%2026-03-312026-04-27

FNV FRANCO NEV CORP1.7K shares-35.87%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC835 shares0.00%2026-03-312026-04-27

DPZ DOMINOS PIZZA INC1.1K shares8.40%2026-03-312026-04-27

FNDA SCHWAB STRATEGIC TR12.3K shares0.00%2026-03-312026-04-27

MTD METTLER TOLEDO INTERNATIONAL308 shares0.00%2026-03-312026-04-27

Sponsored

VEA VANGUARD TAX-MANAGED FDS6.0K shares-7.02%2026-03-312026-04-27

SHEL SHELL PLC4.1K shares0.00%2026-03-312026-04-27

EGBN EAGLE BANCORPORATION INC15.2K shares-5.00%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS630 shares0.00%2026-03-312026-04-27

QCOM QUALCOMM INC2.9K shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC1.7K shares0.00%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO1.2K shares23.41%2026-03-312026-04-27

ALL ALLSTATE CORP1.7K shares0.00%2026-03-312026-04-27

Sponsored

VLTO VERALTO CORP3.9K shares0.00%2026-03-312026-04-27

WMT WALMART INC2.7K shares8.70%2026-03-312026-04-27

MA MASTERCARD INCORPORATED666 shares6.05%2026-03-312026-04-27

AUB ATLANTIC UN BANKSHARES CORP9.1K shares0.00%2026-03-312026-04-27

FAST FASTENAL CO6.9K shares0.00%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW965 shares-21.80%2026-03-312026-04-27

MS MORGAN STANLEY1.8K shares0.00%2026-03-312026-04-27

VTS VITESSE ENERGY INC16.5K shares-5.80%2026-03-312026-04-27

Sponsored

FTNT FORTINET INC3.6K shares6.94%2026-03-312026-04-27

HLN HALEON PLC28.8K shares-1.03%2026-03-312026-04-27

KHC KRAFT HEINZ CO12.5K sharesnew addition2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR9.6K shares0.00%2026-03-312026-04-27

WELL WELLTOWER INC1.4K shares-17.66%2026-03-312026-04-27

ABT ABBOTT LABORATORIES2.6K shares0.00%2026-03-312026-04-27

CSCO CISCO SYS INC3.4K shares-0.56%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW1.4K shares-20.29%2026-03-312026-04-27

Sponsored

GNRC GENERAC HLDGS INC1.3K sharesnew addition2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC918 shares0.00%2026-03-312026-04-27

FNDF SCHWAB STRATEGIC TR5.1K shares0.00%2026-03-312026-04-27

MSCI MSCI INC459 shares3.15%2026-03-312026-04-27

TFC TRUIST FINL CORP5.2K shares-8.73%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL7.0K shares-22.27%2026-03-312026-04-27

EFA ISHARES TR2.4K shares0.63%2026-03-312026-04-27

HD HOME DEPOT INC699 shares-1.41%2026-03-312026-04-27

Sponsored

UNILEVER PLC UNILEVER PLC4.0K shares0.00%2026-03-312026-04-27

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.1K shares0.00%2026-03-312026-04-27

AVB AVALONBAY CMNTYS INC1.4K shares0.00%2026-03-312026-04-27

VHT VANGUARD WORLD FD795 sharesnew addition2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-27

LULU LULULEMON ATHLETICA INC1.4K shares-1.54%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC625 sharesnew addition2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L5.5K sharesnew addition2026-03-312026-04-27

Sponsored

PM PHILIP MORRIS INTL INC1.2K shares-6.34%2026-03-312026-04-27

D DOMINION ENERGY INC3.3K sharesnew addition2026-03-312026-04-27

MELI MERCADOLIBRE INC116 sharesnew addition2026-03-312026-04-27

FVCB FVCBANKCORP INC12.2K shares0.00%2026-03-312026-04-27

LCTX LINEAGE CELL THERAPEUTICS IN13.0K shares0.00%2026-03-312026-04-27

RANI RANI THERAPEUTICS HLDGS INC23.0K shares0.00%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL

-1.48%

Shares117.1K

Event2026-03-31

Filed2026-04-27

MKL

MARKEL GROUP INC

-2.41%

Shares19.9K

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

-10.32%

Shares17.0K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.90%

Shares70.0K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

-0.95%

Shares88.0K

Event2026-03-31

Filed2026-04-27