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Lafayette Investments, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $512,232,566
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $56,545,211
- MARKEL GROUP INC · COM · 570535104 · shares: $33,798,626
- KLA CORP · COM NEW · 482480100 · shares: $27,200,226
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $22,776,657
- MICROSOFT CORP · COM · 594918104 · shares: $19,094,000
- META PLATFORMS INC · CL A · 30303M102 · shares: $17,942,917
- PROGRESSIVE CORP · COM · 743315103 · shares: $16,958,295
- APPLE INC · COM · 037833100 · shares: $16,745,550
- JOHNSON & JOHNSON · COM · 478160104 · shares: $10,563,146
- PAYCOM SOFTWARE INC · COM · 70432V102 · shares: $10,481,972
Reported holdings
155 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 113,556 shares | $56,545,211 |
| MARKEL GROUP INC | COM | 570535104 | — | 19,737 shares | $33,798,626 |
| KLA CORP | COM NEW | 482480100 | — | 139,538 shares | $27,200,226 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 66,845 shares | $22,776,657 |
| MICROSOFT CORP | COM | 594918104 | — | 37,228 shares | $19,094,000 |
| META PLATFORMS INC | CL A | 30303M102 | — | 24,743 shares | $17,942,917 |
| PROGRESSIVE CORP | COM | 743315103 | — | 81,802 shares | $16,958,295 |
| APPLE INC | COM | 037833100 | — | 50,284 shares | $16,745,550 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 39,900 shares | $10,563,146 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 48,160 shares | $10,481,972 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 224,532 shares | $9,131,717 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 91,582 shares | $8,951,249 |
| PAYCHEX INC | COM | 704326107 | — | 89,090 shares | $8,775,365 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 27,720 shares | $8,565,556 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 79,664 shares | $8,289,017 |
| LOWES COS INC | COM | 548661107 | — | 42,853 shares | $7,897,288 |
| AUTOZONE INC | COM | 053332102 | — | 2,634 shares | $7,454,273 |
| LOEWS CORP | COM | 540424108 | — | 63,511 shares | $6,632,454 |
| AMAZON COM INC | COM | 023135106 | — | 25,470 shares | $6,345,851 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 12,366 shares | $6,297,284 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 37,161 shares | $6,048,018 |
| JEFFERIES FINANCIAL GROUP IN | COM | 47233W109 | — | 129,193 shares | $5,907,992 |
| PEPSICO INC | COM | 713448108 | — | 44,454 shares | $5,633,160 |
| GENUINE PARTS CO | COM | 372460105 | — | 41,489 shares | $5,216,821 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 15,601 shares | $5,161,238 |
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 | — | 12,347 shares | $5,003,223 |
| COCA COLA CO | COM | 191216100 | — | 57,548 shares | $4,953,717 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 25,898 shares | $4,748,917 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 4,970 shares | $4,748,711 |
| GRAHAM HLDGS CO | COM CL B | 384637104 | — | 3,955 shares | $4,487,100 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 4,792 shares | $4,362,350 |
| STARBUCKS CORP | COM | 855244109 | — | 45,326 shares | $4,258,835 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 2,268 shares | $4,108,868 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 19,553 shares | $3,980,796 |
| SALESFORCE INC | COM | 79466L302 | — | 15,556 shares | $3,571,283 |
| TEXAS INSTRS INC | COM | 882508104 | — | 12,538 shares | $3,511,828 |
| DISNEY WALT CO | COM | 254687106 | — | 32,828 shares | $3,443,615 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 88,741 shares | $3,364,172 |
| ALLEGION PLC | ORD SHS | G0176J109 | — | 21,688 shares | $3,334,964 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 19,147 shares | $3,268,968 |
| ADOBE INC | COM | 00724F101 | — | 13,313 shares | $3,194,322 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 60,337 shares | $3,169,526 |
| VISA INC | COM CL A | 92826C839 | — | 8,747 shares | $3,143,060 |
| LENNOX INTL INC | COM | 526107107 | — | 8,309 shares | $2,949,862 |
| ZOETIS INC | CL A | 98978V103 | — | 41,946 shares | $2,929,061 |
| MOHAWK INDS INC | COM | 608190104 | — | 22,798 shares | $2,843,367 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 10,305 shares | $2,728,183 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 31,384 shares | $2,686,448 |
| WATERS CORP | COM | 941848103 | — | 6,096 shares | $2,678,522 |
| PROFESIONALLY MANAGED PORTFO | AKRE FOCUS ETF | 74316P579 | — | 50,728 shares | $2,671,844 |
| BANK OF AMER CORP | COM | 060505104 | — | 48,115 shares | $2,618,900 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | — | 19,605 shares | $2,516,302 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 77,404 shares | $2,473,058 |
| CHEVRON CORPORATION | COM | 166764100 | — | 11,559 shares | $2,360,464 |
| SMITH A O CORP | COM | 831865209 | — | 40,275 shares | $2,270,302 |
| HASBRO INC | COM | 418056107 | — | 24,396 shares | $2,139,042 |
| BROADCOM INC | COM | 11135F101 | — | 5,899 shares | $2,071,670 |
| ESAB CORPORATION | COM | 29605J106 | — | 31,424 shares | $2,070,205 |
| CORNING INC | COM | 219350105 | — | 13,104 shares | $2,014,872 |
| AON PLC | SHS CL A | G0403H108 | — | 7,160 shares | $1,981,674 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 19,484 shares | $1,839,722 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 7,637 shares | $1,744,139 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 4,187 shares | $1,663,537 |
| SEI INVTS CO | COM | 784117103 | — | 14,120 shares | $1,449,560 |
| DANAHER CORP DEL | COM | 235851102 | — | 6,515 shares | $1,443,399 |
| NIKE INC | CL B | 654106103 | — | 40,155 shares | $1,421,490 |
| MERCK & CO INC | COM | 58933Y105 | — | 9,179 shares | $1,333,801 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 6,392 shares | $1,329,574 |
| BROWN FORMAN CORP | CL B | 115637209 | — | 50,479 shares | $1,322,550 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 3,800 shares | $1,307,504 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 3,456 shares | $1,293,411 |
| HERSHEY CO | COM | 427866108 | — | 8,118 shares | $1,279,531 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 4,537 shares | $1,224,764 |
| MCDONALDS CORP | COM | 580135101 | — | 5,157 shares | $1,190,852 |
| INTUIT | COM | 461202103 | — | 4,249 shares | $1,171,492 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,122 shares | $1,170,220 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 6,982 shares | $1,137,438 |
| GSK PLC | SPONSORED ADR | 37733W204 | — | 23,060 shares | $1,110,801 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 16,183 shares | $1,108,698 |
| WELLS FARGO & CO | COM | 949746101 | — | 13,619 shares | $1,090,236 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,792 shares | $1,053,905 |
| AIRBNB INC | COM CL A | 009066101 | — | 6,154 shares | $988,641 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,289 shares | $983,031 |
| EATON CORP PLC | SHS | G29183103 | — | 2,269 shares | $975,012 |
| CATERPILLAR INC | COM | 149123101 | — | 1,131 shares | $916,774 |
| RTX CORPORATION | COM | 75513E101 | — | 4,933 shares | $915,812 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 820 shares | $873,391 |
| S&P GLOBAL INC | COM | 78409V104 | — | 2,074 shares | $818,131 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 3,122 shares | $805,664 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 1,722 shares | $778,310 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 11,964 shares | $769,525 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 24,020 shares | $755,910 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 1 shares | $747,005 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | — | 19,566 shares | $717,294 |
| ALERUS FINL CORP | COM | 01446U103 | — | 21,900 shares | $691,602 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 14,811 shares | $679,371 |
| FORTINET INC | COM | 34959E109 | — | 3,604 shares | $644,252 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,646 shares | $626,863 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 9,188 shares | $618,720 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 1,699 shares | $604,121 |