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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
  1. BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $56,545,211
  2. MARKEL GROUP INC · COM · 570535104 · shares: $33,798,626
  3. KLA CORP · COM NEW · 482480100 · shares: $27,200,226
  4. ALPHABET INC · CAP STK CL C · 02079K107 · shares: $22,776,657
  5. MICROSOFT CORP · COM · 594918104 · shares: $19,094,000
  6. META PLATFORMS INC · CL A · 30303M102 · shares: $17,942,917
  7. PROGRESSIVE CORP · COM · 743315103 · shares: $16,958,295
  8. APPLE INC · COM · 037833100 · shares: $16,745,550
  9. JOHNSON & JOHNSON · COM · 478160104 · shares: $10,563,146
  10. PAYCOM SOFTWARE INC · COM · 70432V102 · shares: $10,481,972

Reported holdings

155 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SLB LIMITEDCOM STK806857108 — 12,000 shares $584,640
QUALCOMM INCCOM747525103 — 2,944 shares $541,814
SCHWAB STRATEGIC TRUS LRG CAP ETF808524201 — 16,782 shares $503,460
THERMO FISHER SCIENTIFIC INCCOM883556102 — 735 shares $496,162
PFIZER INCCOM717081103 — 16,273 shares $464,106
METTLER TOLEDO INTERNATIONALCOM592688105 — 307 shares $463,862
MERCADOLIBRE INCCOM58733R102 — 268 shares $463,247
COGNIZANT TECHNOLOGY SOLUTIOCL A192446102 — 8,064 shares $463,197
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 13,991 shares $455,119
NETFLIX INC.COM64110L106 — 6,521 shares $453,732
INTEL CORPCOM458140100 — 3,750 shares $450,863
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 636 shares $445,813
ABBVIE INCCOM00287Y109 — 1,644 shares $430,054
SCHWAB STRATEGIC TRFUNDAMENTAL US S808524763 — 12,229 shares $428,015
DUKE ENERGY CORP NEWCOM NEW26441C204 — 3,748 shares $427,310
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858 — 6,025 shares $425,402
GENERAL DYNAMICS CORPCOM369550108 — 1,278 shares $424,079
EAGLE BANCORPORATION INCCOM268948106 — 14,850 shares $412,682
SHELL PLCSPON ADS780259305 — 4,103 shares $389,991
ALLSTATE CORPCOM020002101 — 1,685 shares $373,835
AT&T INCCOM00206R102 — 15,135 shares $369,296
CAPITAL ONE FINL CORPCOM14040H105 — 1,892 shares $365,289
DOMINOS PIZZA INCCOM25754A201 — 1,204 shares $360,731
AMERICAN EXPRESS COCOM025816109 — 1,164 shares $354,120
ATLANTIC UN BANKSHARES CORPCOM04911A107 — 9,145 shares $347,053
FASTENAL COCOM311900104 — 6,904 shares $341,956
HONEYWELL AEROSPACE INCCOM43849R105 — 2,095 shares $324,663
WALMART INCCOM931142103 — 3,113 shares $323,525
FEDEX CORPCOM31428X106 — 1,119 shares $319,016
WELLTOWER INCCOM95040Q104 — 1,349 shares $310,594
SCHWAB STRATEGIC TRUS SML CAP ETF808524607 — 9,409 shares $307,016
UNITEDHEALTH GROUP INCCOM91324P102 — 818 shares $300,272
FRANCO NEV CORPCOM351858105 — 1,203 shares $286,447
HONEYWELL INTL INCCOM438516205 — 1,345 shares $283,715
SCHWAB STRATEGIC TRFUNDAMENTAL INTL808524755 — 5,046 shares $271,223
DELL TECHNOLOGIES INCCL C24703L202 — 500 shares $268,975
MSCI INCCOM55354G100 — 494 shares $266,099
TRUIST FINL CORPCOM89832Q109 — 5,727 shares $265,161
MARVELL TECHNOLOGY INCCOM573874104 — 1,000 shares $264,210
GENERAC HLDGS INCCOM368736104 — 1,256 shares $259,930
HALEON PLCSPON ADS405552100 — 28,804 shares $259,236
VANGUARD WORLD FDHEALTH CAR ETF92204A504 — 800 shares $252,839
VITESSE ENERGY INCCOMMON STOCK92852X103 — 15,125 shares $252,588
VERALTO CORPCOM SHS92338C103 — 2,650 shares $249,948
MORGAN STANLEYCOM NEW617446448 — 1,297 shares $243,940
UNILEVER PLCSPON ADR NEW904767803 — 4,016 shares $243,892
FEDERAL RLTY INVT TR NEWSH BEN INT NEW313745101 — 2,150 shares $232,824
ISHARES TRMSCI EAFE ETF464287465 — 2,217 shares $230,376
VIVMARK RESIDENTIALSH BEN INT29476L107 — 3,769 shares $229,005
ABBOTT LABORATORIESCOM002824100 — 2,277 shares $225,036
FVCBANKCORP INCCOM36120Q101 — 12,206 shares $212,751
ELI LILLY & COCOM532457108 — 182 shares $210,589
KINDER MORGAN INC DELCOM49456B101 — 6,980 shares $210,447
PHILIP MORRIS INTL INCCOM718172109 — 1,081 shares $206,277
RANI THERAPEUTICS HLDGS INCCOM CL A753018100 — 22,979 shares $18,177