Lafayette Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Lafayette Investments, Inc. reported 162 stock positions worth $542.4 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.9% of the portfolio, followed by KLA (KLAC, 8.1%) and Markel (MKL, 7.2%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 46 and reduced 76. The biggest buy was Zoetis (ZTS, shares +618%) and the biggest sale Lockheed Martin (LMT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ASHTON, MD
- CIK
- 0001308377
- Portfolio Value
- $542.4M (Q2 2026)
- SEC Filing
- 0001308377-26-000003 ↗ filed Aug 11, 2026
Holdings Value
Holdings 162 stocks · $542.4M
| BRK.B Berkshire Hathaway Inc. Class B | 10.93% | 118,489 | $59.3M | Add +1.2% |
| KLAC KLA Corp. | 8.13% | 146,113 | $44.1M | Reduce -14.1% |
| MKL Markel Group Inc. | 7.17% | 19,924 | $38.9M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 4.46% | 68,406 | $24.2M | Reduce -2.3% |
| PGR Progressive Corp. | 3.57% | 88,602 | $19.4M | Add +0.7% |
| META Meta Platforms Inc. Class A | 2.93% | 28,218 | $15.9M | Reduce -0.1% |
| AAPL Apple Inc. | 2.85% | 53,412 | $15.5M | Reduce -7.5% |
| MSFT Microsoft Corp. | 2.67% | 38,816 | $14.5M | Add +5.5% |
| JNJ Johnson & Johnson | 1.98% | 42,382 | $10.8M | Reduce -2.3% |
| NSC Norfolk Southern Corp. | 1.85% | 31,883 | $10.0M | Reduce -0.0% |
| LOW Lowe's Cos Inc. | 1.79% | 44,135 | $9.7M | Add +0.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.77% | 84,377 | $9.6M | Reduce -1.7% |
| PAYX Paychex Inc. | 1.68% | 92,781 | $9.1M | Add +3.7% |
| B Barrick Mining Corp. | 1.64% | 241,470 | $8.9M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 1.62% | 95,470 | $8.8M | Add +0.6% |
| AZO AutoZone Inc. | 1.58% | 2,689 | $8.6M | Reduce -0.6% |
| L Loews Corp. | 1.49% | 71,544 | $8.1M | Reduce -0.5% |
| JEF Jefferies Financial Group Inc. | 1.27% | 137,730 | $6.9M | Add +0.1% |
| LMT Lockheed Martin Corp. | 1.26% | 13,371 | $6.8M | Reduce -1.2% |
| PEP Pepsico Inc. | 1.15% | 45,908 | $6.2M | Reduce -0.1% |
| PAYC Paycom Software Inc. | 1.13% | 48,733 | $6.1M | Add +7.6% |
| AMZN Amazon.com Inc. | 1.09% | 24,747 | $5.9M | Add +5.2% |
| XOM Exxon Mobil Corp. | 1.01% | 40,047 | $5.5M | Reduce -1.1% |
| MSGS Madison Square Garden Sports | 0.99% | 13,344 | $5.4M | Reduce -0.1% |
| GPC Genuine Parts Co. | 0.99% | 45,326 | $5.3M | Reduce -0.8% |
| SBUX Starbucks Corp. | 0.97% | 51,427 | $5.3M | Reduce -11.2% |
| JPM JPMorgan Chase & Co. | 0.95% | 15,746 | $5.2M | Add +0.6% |
| LII Lennox International Inc. | 0.94% | 8,929 | $5.1M | Reduce -0.5% |
| KO The Coca-Cola Co. | 0.94% | 62,738 | $5.1M | Reduce -0.6% |
| PH Parker Hannifin Corp. | 0.91% | 5,054 | $4.9M | Reduce -0.0% |
| GHC Graham Holdings Co. Class B | 0.89% | 4,244 | $4.8M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.88% | 2,387 | $4.7M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 0.83% | 4,792 | $4.5M | Reduce -4.0% |
| TXN Texas Instruments Inc. | 0.72% | 13,078 | $3.9M | Reduce -19.8% |
| ANET Arista Networks Inc. | 0.67% | 21,444 | $3.6M | Reduce -2.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.65% | 73,499 | $3.5M | Add +1.4% |
| GLW Corning Inc. | 0.65% | 13,729 | $3.5M | Reduce -19.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.62% | 34,699 | $3.3M | Add +1.4% |
| ESAB Esab Corp. | 0.60% | 33,019 | $3.3M | Reduce -0.9% |
| MRSH Marsh & McLennan Cos | 0.60% | 19,437 | $3.2M | Add +1.0% |
| ALLE Allegion PLC | 0.59% | 22,880 | $3.2M | Reduce -3.0% |
| V Visa Inc. Class A | 0.58% | 9,092 | $3.1M | Add +0.3% |
| ZTS Zoetis Inc. | 0.56% | 42,105 | $3.0M | Add +618.3% |
| ACN Accenture PLC Class A | 0.56% | 24,231 | $3.0M | Add +49.7% |
| MHK Mohawk Industries Inc. | 0.54% | 23,953 | $2.9M | Add +1.4% |
| PYPL PayPal Holdings Inc. | 0.53% | 66,197 | $2.9M | Reduce -2.3% |
| DEO Diageo PLC-Sponsored ADR | 0.52% | 35,256 | $2.8M | Reduce -3.9% |
| CHKP Check Point Software Tech | 0.52% | 21,303 | $2.8M | Reduce -0.5% |
| BAC Bank of America Corp. | 0.52% | 49,030 | $2.8M | Reduce -2.2% |
| ADBE Adobe Inc. | 0.51% | 13,365 | $2.7M | Reduce -0.8% |
| AOS Smith (a.o.) Corp. | 0.50% | 42,940 | $2.7M | Reduce -7.0% |
| CMG Chipotle Mexican Grill Inc. | 0.48% | 77,057 | $2.6M | Add +3.3% |
| WAT Waters Corp. | 0.44% | 6,359 | $2.4M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.44% | 15,090 | $2.4M | Add +20.4% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.43% | 43,823 | $2.3M | Reduce -3.2% |
| AON Aon PLC Class A | 0.41% | 6,780 | $2.2M | Reduce -0.3% |
| AVGO Broadcom Inc. | 0.40% | 5,754 | $2.2M | Reduce -10.2% |
| HAS Hasbro Inc. | 0.40% | 26,087 | $2.2M | Reduce -0.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.39% | 2,770 | $2.1M | Reduce -3.6% |
| CVX Chevron Corp. | 0.38% | 12,436 | $2.1M | Add +1.7% |
| NKE Nike Inc. Class B | 0.36% | 47,469 | $1.9M | Add +12.5% |
| VIGI Vanguard Int Div App Indx FD | 0.32% | 18,772 | $1.8M | Add +200.0% |
| BF.B Brown-Forman Corp. Class B | 0.28% | 56,539 | $1.5M | Reduce -7.6% |
| MCD McDonald's Corp. | 0.27% | 5,514 | $1.5M | Reduce -4.3% |
| NVDA Nvidia Corp. | 0.27% | 7,221 | $1.4M | Add +4.2% |
| PANW Palo Alto Networks Inc. | 0.27% | 4,232 | $1.4M | Reduce -5.6% |
| HSY The Hershey Co. | 0.26% | 8,165 | $1.4M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 3,539 | $1.3M | Add +35.4% |
| GOOGL Alphabet Inc. Class A | 0.24% | 3,630 | $1.3M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 4,492 | $1.3M | Add +4.7% |
| SEIC Sei Investments Company | 0.23% | 14,256 | $1.3M | Reduce -6.3% |
| DHR Danaher Corp. | 0.23% | 6,540 | $1.2M | Reduce -2.1% |
| BKNG Booking Holdings Inc. | 0.23% | 6,935 | $1.2M | Add +4.7% |
| CAT Caterpillar Inc. | 0.23% | 1,151 | $1.2M | Reduce -33.7% |
| GSK GSK PLC-Spon ADR | 0.22% | 23,060 | $1.2M | No change |
| MRK Merck & Co. Inc. | 0.22% | 9,275 | $1.2M | Reduce -3.7% |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 5,371 | $1.1M | Add +4.4% |
| WFC Wells Fargo & Co. | 0.21% | 13,619 | $1.1M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.20% | 2,146 | $1.1M | Add +222.2% |
| UBER Uber Technologies Inc. | 0.20% | 14,802 | $1.1M | Add +22.7% |
| FDS Factset Research Systems Inc. | 0.19% | 4,548 | $1.0M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 1,302 | $972K | Reduce -12.6% |
| ETN Eaton Corp. PLC | 0.18% | 2,269 | $967K | Reduce -2.6% |
| OTIS Otis Worldwide Corp. | 0.18% | 13,478 | $965K | Reduce -11.0% |
| RTX RTX Corp. | 0.17% | 4,933 | $936K | No change |
| ABNB Airbnb Inc. Class A | 0.16% | 5,977 | $855K | Add +6.1% |
| TT Trane Technologies PLC | 0.16% | 1,722 | $846K | No change |
| INTU Intuit Inc. | 0.15% | 3,164 | $826K | Add +33.7% |
| SPGI S&P Global Inc. | 0.14% | 1,895 | $772K | Add +4.5% |
| GLD SPDR Gold Shares | 0.14% | 2,041 | $752K | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 1 | $749K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.14% | 23,675 | $736K | Reduce -0.3% |
| ADP Automatic Data Processing | 0.13% | 3,143 | $704K | Add +3.7% |
| SCHK Schwab 1000 Index ETF | 0.13% | 19,512 | $704K | Add +0.3% |
| ALRS Alerus Financial Corp. | 0.13% | 21,900 | $681K | No change |
| MO Altria Group Inc. | 0.12% | 9,188 | $661K | No change |
| VZ Verizon Communications Inc. | 0.12% | 15,061 | $638K | Reduce -17.1% |
| MAR Marriott International Class A | 0.12% | 1,719 | $637K | Add +78.1% |
| GD General Dynamics Corp. | 0.11% | 1,722 | $610K | Reduce -1.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.10% | 12,000 | $558K | Reduce -7.7% |
Portfolio Sells Q1 2026 → Q2 2026
| LMT Lockheed Martin Corp. | Reduce -1.2% | 1.26% | −0.40 |
| B Barrick Mining Corp. | Reduce -1.6% | 1.64% | −0.39 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 1.01% | −0.38 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 2.93% | −0.34 |
| PEP Pepsico Inc. | Reduce -0.1% | 1.15% | −0.30 |
| AZO AutoZone Inc. | Reduce -0.6% | 1.58% | −0.27 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.83% | −0.18 |
| JNJ Johnson & Johnson | Reduce -2.3% | 1.98% | −0.16 |
| ADBE Adobe Inc. | Reduce -0.8% | 0.51% | −0.16 |
| CTSH Cognizant Tech Solutions-A | Reduce -23.7% | 0.09% | −0.12 |
| AOS Smith (a.o.) Corp. | Reduce -7.0% | 0.50% | −0.12 |
| AAPL Apple Inc. | Reduce -7.5% | 2.85% | −0.12 |
| CHKP Check Point Software Tech | Reduce -0.5% | 0.52% | −0.10 |
| ALLE Allegion PLC | Reduce -3.0% | 0.59% | −0.10 |
| HAS Hasbro Inc. | Reduce -0.3% | 0.40% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -2.3% | 0.53% | −0.09 |
| MCD McDonald's Corp. | Reduce -4.3% | 0.27% | −0.09 |
| HSY The Hershey Co. | Reduce -0.8% | 0.26% | −0.08 |
| SBUX Starbucks Corp. | Reduce -11.2% | 0.97% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -17.1% | 0.12% | −0.07 |
| L Loews Corp. | Reduce -0.5% | 1.49% | −0.06 |
| OTIS Otis Worldwide Corp. | Reduce -11.0% | 0.18% | −0.06 |
| AKRE Akre Focus ETF | Reduce -3.2% | 0.43% | −0.06 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.05 |
| ESAB Esab Corp. | Reduce -0.9% | 0.60% | −0.05 |
| SPG Simon Property Group Inc. | Sold out | 0.00% | −0.05 |
| BF.B Brown-Forman Corp. Class B | Reduce -7.6% | 0.28% | −0.05 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.04 |
| GLD SPDR Gold Shares | Reduce -1.6% | 0.14% | −0.04 |
| FDX FedEx Corp. | Reduce -12.3% | 0.08% | −0.03 |
| PFE Pfizer Inc. | Reduce -11.3% | 0.08% | −0.03 |
| SLB SLB Ltd. | Reduce -7.7% | 0.10% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.94% | −0.03 |
| FNV Franco-Nevada Corp. | Reduce -18.1% | 0.05% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -3.9% | 0.52% | −0.03 |
| AON Aon PLC Class A | Reduce -0.3% | 0.41% | −0.03 |
| DHR Danaher Corp. | Reduce -2.1% | 0.23% | −0.03 |
| VLTO Veralto Corp. | Reduce -32.0% | 0.04% | −0.03 |
| CAT Caterpillar Inc. | Reduce -33.7% | 0.23% | −0.02 |
| GHC Graham Holdings Co. Class B | Reduce -0.1% | 0.89% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -12.6% | 0.18% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -3.7% | 0.22% | −0.01 |
| VTS Vitesse Energy Inc. | Reduce -0.4% | 0.05% | −0.01 |
| MS Morgan Stanley | Reduce -29.8% | 0.05% | −0.01 |
| SEIC Sei Investments Company | Reduce -6.3% | 0.23% | −0.01 |
| COF Capital One Financial Corp. | Reduce -10.7% | 0.08% | −0.01 |
| GD General Dynamics Corp. | Reduce -1.5% | 0.11% | −0.01 |
| MTD Mettler-Toledo International | Reduce -0.3% | 0.07% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -0.0% | 0.91% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -0.0% | 1.85% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| ZTS Zoetis Inc. | Add +618.3% | 0.56% | +0.42 |
| VIGI Vanguard Int Div App Indx FD | Add +200.0% | 0.32% | +0.21 |
| MA Mastercard Inc. Class A | Add +222.2% | 0.20% | +0.14 |
| JEF Jefferies Financial Group Inc. | Add +0.1% | 1.27% | +0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +1.4% | 0.65% | +0.11 |
| AMZN Amazon.com Inc. | Add +5.2% | 1.09% | +0.10 |
| SCHD Schwab US DVD Equity ETF | New | 0.08% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +35.4% | 0.24% | +0.07 |
| MHK Mohawk Industries Inc. | Add +1.4% | 0.54% | +0.06 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| MAR Marriott International Class A | Add +78.1% | 0.12% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| PGR Progressive Corp. | Add +0.7% | 3.57% | +0.03 |
| QCOM Qualcomm Inc. | Add +1.7% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +4.7% | 0.23% | +0.02 |
| NVDA Nvidia Corp. | Add +4.2% | 0.27% | +0.02 |
| UBER Uber Technologies Inc. | Add +22.7% | 0.20% | +0.02 |
| V Visa Inc. Class A | Add +0.3% | 0.58% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.95% | +0.02 |
| MELI MercadoLibre Inc. | Add +59.5% | 0.06% | +0.02 |
| PAYC Paycom Software Inc. | Add +7.6% | 1.13% | +0.01 |
| ABNB Airbnb Inc. Class A | Add +6.1% | 0.16% | +0.01 |
| PAYX Paychex Inc. | Add +3.7% | 1.68% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +4.4% | 0.21% | +0.01 |
| HONA Honeywell Aerospace Inc. | Add +21.8% | 0.09% | +0.01 |
| SCHK Schwab 1000 Index ETF | Add +0.3% | 0.13% | +0.01 |
| ADP Automatic Data Processing | Add +3.7% | 0.13% | +0.01 |
| BKNG Booking Holdings Inc. | Add +4.7% | 0.23% | +0.00 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.04% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +3.3% | 0.48% | −0.00 |
| FDS Factset Research Systems Inc. | Add +0.5% | 0.19% | −0.01 |
| WMT Walmart Inc. | Add +0.0% | 0.06% | −0.01 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.21% | −0.01 |
| SPGI S&P Global Inc. | Add +4.5% | 0.14% | −0.01 |
| DPZ Domino's Pizza Inc. | Add +4.9% | 0.06% | −0.02 |
| NFLX Netflix Inc. | Add +12.8% | 0.06% | −0.02 |
| T AT&T Inc. | Add +0.0% | 0.06% | −0.03 |
| CRM Salesforce Inc. | Add +20.4% | 0.44% | −0.04 |
| DIS The Walt Disney Co. | Add +1.4% | 0.62% | −0.05 |
| INTU Intuit Inc. | Add +33.7% | 0.15% | −0.05 |
| MRSH Marsh & McLennan Cos | Add +1.0% | 0.60% | −0.08 |
| MSFT Microsoft Corp. | Add +5.5% | 2.67% | −0.09 |
| NKE Nike Inc. Class B | Add +12.5% | 0.36% | −0.09 |
| ACN Accenture PLC Class A | Add +49.7% | 0.56% | −0.09 |
| CVX Chevron Corp. | Add +1.7% | 0.38% | −0.13 |
| SCHW Schwab (charles) Corp. | Add +0.6% | 1.62% | −0.18 |
| LOW Lowe's Cos Inc. | Add +0.5% | 1.79% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 162 | $542.4M | BRK.B, KLAC, MKL, GOOG, PGR |
| Q1 2026 | 158 | $493.9M | BRK.B, MKL, KLAC, GOOG, PGR |
| Q4 2025 | 156 | $529.1M | BRK.B, MKL, KLAC, GOOG, PGR |
| Q3 2025 | 156 | $522.2M | BRK.B, MKL, PGR, KLAC, META |
| Q2 2025 | 151 | $494.8M | BRK.B, MKL, PGR, META, MSFT |
| Q1 2025 | 146 | $472.8M | BRK.B, MKL, PGR, META, MSFT |
| Q4 2024 | 149 | $466.6M | BRK.B, MKL, PGR, META, MSFT |
| Q3 2024Amended | 146 | $474.3M | BRK.B, MKL, PGR, META, MSFT |
| Q2 2024 | 142 | $439.8M | BRK.B, MKL, PGR, KLAC, MSFT |
| Q1 2024 | 141 | $445.1M | BRK.B, MKL, PGR, MSFT, KLAC |