Lafayette Investments, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Lafayette Investments, Inc. reported 158 stock positions worth $493.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 11.4% of the portfolio, followed by Markel (MKL, 7.7%) and KLA (KLAC, 5.1%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 43 and reduced 69. The biggest buy was Salesforce (CRM, shares +568%) and the biggest sale Barrick Mining (B, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ASHTON, MD
- CIK
- 0001308377
- Portfolio Value
- $493.9M (Q1 2026)
- SEC Filing
- 0001308377-26-000002 ↗ filed Apr 27, 2026
Holdings Value
Holdings 158 stocks · $493.9M
| BRK.B Berkshire Hathaway Inc. Class B | 11.36% | 117,082 | $56.1M | Reduce -1.5% |
| MKL Markel Group Inc. | 7.71% | 19,901 | $38.1M | Reduce -2.4% |
| KLAC KLA Corp. | 5.07% | 17,017 | $25.1M | Reduce -10.3% |
| GOOG Alphabet Inc. Class C | 4.06% | 69,977 | $20.1M | Reduce -1.9% |
| PGR Progressive Corp. | 3.53% | 88,022 | $17.4M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 3.27% | 28,245 | $16.2M | Reduce -2.1% |
| AAPL Apple Inc. | 2.97% | 57,744 | $14.7M | Reduce -0.7% |
| MSFT Microsoft Corp. | 2.76% | 36,807 | $13.6M | Add +0.6% |
| JNJ Johnson & Johnson | 2.15% | 43,382 | $10.6M | Reduce -2.9% |
| LOW Lowe's Cos Inc. | 2.10% | 43,928 | $10.4M | Reduce -0.2% |
| B Barrick Mining Corp. | 2.03% | 245,333 | $10.0M | Reduce -25.3% |
| NSC Norfolk Southern Corp. | 1.85% | 31,895 | $9.2M | Reduce -4.6% |
| AZO AutoZone Inc. | 1.85% | 2,704 | $9.1M | Reduce -1.3% |
| SCHW Schwab (charles) Corp. | 1.81% | 94,860 | $8.9M | Reduce -0.9% |
| PAYX Paychex Inc. | 1.67% | 89,504 | $8.2M | Add +0.1% |
| LMT Lockheed Martin Corp. | 1.66% | 13,528 | $8.2M | Reduce -0.4% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 1.57% | 85,810 | $7.7M | Add +0.7% |
| L Loews Corp. | 1.55% | 71,880 | $7.7M | Reduce -1.4% |
| PEP Pepsico Inc. | 1.45% | 45,959 | $7.1M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 1.39% | 40,489 | $6.9M | Reduce -1.5% |
| JEF Jefferies Financial Group Inc. | 1.15% | 137,608 | $5.7M | Add +0.0% |
| PAYC Paycom Software Inc. | 1.11% | 45,308 | $5.5M | Add +38.4% |
| SBUX Starbucks Corp. | 1.05% | 57,904 | $5.2M | Reduce -9.3% |
| COST Costco Wholesale Corp. | 1.01% | 4,992 | $5.0M | Add +2.0% |
| AMZN Amazon.com Inc. | 0.99% | 23,527 | $4.9M | Add +4.0% |
| GPC Genuine Parts Co. | 0.98% | 45,712 | $4.8M | Reduce -1.1% |
| KO The Coca-Cola Co. | 0.97% | 63,091 | $4.8M | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.93% | 15,660 | $4.6M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 0.92% | 5,055 | $4.5M | Reduce -9.2% |
| GHC Graham Holdings Co. Class B | 0.91% | 4,250 | $4.5M | Reduce -0.9% |
| MSGS Madison Square Garden Sports | 0.87% | 13,354 | $4.3M | Reduce -1.0% |
| LII Lennox International Inc. | 0.84% | 8,977 | $4.2M | Reduce -2.9% |
| ALLE Allegion PLC | 0.69% | 23,598 | $3.4M | Reduce -2.0% |
| MRSH Marsh & McLennan Cos | 0.68% | 19,247 | $3.3M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.67% | 34,206 | $3.3M | Reduce -1.6% |
| ADBE Adobe Inc. | 0.66% | 13,472 | $3.3M | Add +107.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.66% | 2,475 | $3.3M | No change |
| ESAB Esab Corp. | 0.65% | 33,329 | $3.2M | Reduce -2.7% |
| ACN Accenture PLC Class A | 0.65% | 16,187 | $3.2M | Add +2.2% |
| TXN Texas Instruments Inc. | 0.64% | 16,308 | $3.2M | Reduce -4.0% |
| PYPL PayPal Holdings Inc. | 0.62% | 67,759 | $3.1M | Add +4.9% |
| CHKP Check Point Software Tech | 0.62% | 21,408 | $3.1M | Reduce -3.3% |
| AOS Smith (a.o.) Corp. | 0.62% | 46,161 | $3.0M | Reduce -3.8% |
| V Visa Inc. Class A | 0.55% | 9,066 | $2.7M | Add +4.4% |
| DEO Diageo PLC-Sponsored ADR | 0.55% | 36,681 | $2.7M | Add +0.4% |
| ANET Arista Networks Inc. | 0.55% | 21,946 | $2.7M | Reduce -17.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.54% | 72,455 | $2.7M | Add +4.8% |
| CVX Chevron Corp. | 0.51% | 12,231 | $2.5M | Reduce -3.5% |
| HAS Hasbro Inc. | 0.50% | 26,162 | $2.4M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 50,130 | $2.4M | Reduce -0.6% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.48% | 45,292 | $2.4M | Add +1.6% |
| CMG Chipotle Mexican Grill Inc. | 0.48% | 74,581 | $2.4M | Add +0.3% |
| CRM Salesforce Inc. | 0.47% | 12,536 | $2.3M | Add +567.5% |
| MHK Mohawk Industries Inc. | 0.47% | 23,626 | $2.3M | Reduce -4.8% |
| GLW Corning Inc. | 0.47% | 17,102 | $2.3M | Reduce -54.8% |
| NKE Nike Inc. Class B | 0.45% | 42,195 | $2.2M | Reduce -2.8% |
| AON Aon PLC Class A | 0.44% | 6,800 | $2.2M | Add +1.9% |
| AVGO Broadcom Inc. | 0.40% | 6,404 | $2.0M | Add +2.1% |
| WAT Waters Corp. | 0.39% | 6,421 | $1.9M | Reduce -5.0% |
| MCD McDonald's Corp. | 0.36% | 5,765 | $1.8M | Add +1.9% |
| HSY The Hershey Co. | 0.35% | 8,232 | $1.7M | Reduce -0.2% |
| BF.B Brown-Forman Corp. Class B | 0.33% | 61,187 | $1.6M | Reduce -2.0% |
| GSK GSK PLC-Spon ADR | 0.26% | 23,060 | $1.3M | Reduce -1.0% |
| DHR Danaher Corp. | 0.26% | 6,678 | $1.3M | Reduce -13.6% |
| CAT Caterpillar Inc. | 0.25% | 1,736 | $1.2M | No change |
| NVDA Nvidia Corp. | 0.24% | 6,933 | $1.2M | No change |
| SEIC Sei Investments Company | 0.24% | 15,221 | $1.2M | Reduce -0.3% |
| OTIS Otis Worldwide Corp. | 0.24% | 15,138 | $1.2M | Reduce -2.2% |
| MRK Merck & Co. Inc. | 0.23% | 9,635 | $1.2M | Reduce -0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 2,875 | $1.1M | Add +11.7% |
| BKNG Booking Holdings Inc. | 0.23% | 265 | $1.1M | Add +4.3% |
| WFC Wells Fargo & Co. | 0.22% | 13,618 | $1.1M | Reduce -0.5% |
| CTSH Cognizant Tech Solutions-A | 0.21% | 17,274 | $1.1M | Add +4.7% |
| GOOGL Alphabet Inc. Class A | 0.21% | 3,685 | $1.1M | Reduce -2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 4,292 | $1.0M | Add +11.7% |
| INTU Intuit Inc. | 0.21% | 2,366 | $1.0M | Add +239.0% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 5,146 | $988K | Add +12.6% |
| FDS Factset Research Systems Inc. | 0.20% | 4,524 | $982K | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,489 | $968K | No change |
| RTX RTX Corp. | 0.19% | 4,933 | $952K | No change |
| VZ Verizon Communications Inc. | 0.18% | 18,161 | $912K | Reduce -15.0% |
| GLD SPDR Gold Shares | 0.18% | 2,074 | $892K | Reduce -0.8% |
| UBER Uber Technologies Inc. | 0.18% | 12,066 | $868K | Add +16.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,614 | $839K | Add +12.7% |
| ETN Eaton Corp. PLC | 0.17% | 2,330 | $833K | Reduce -5.1% |
| HON Honeywell International Inc. | 0.16% | 3,440 | $778K | No change |
| SPGI S&P Global Inc. | 0.16% | 1,813 | $771K | Add +62.6% |
| PANW Palo Alto Networks Inc. | 0.15% | 4,482 | $719K | Add +4.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 1 | $718K | No change |
| TT Trane Technologies PLC | 0.15% | 1,722 | $718K | No change |
| ABNB Airbnb Inc. Class A | 0.14% | 5,631 | $711K | Add +8.0% |
| ZTS Zoetis Inc. | 0.14% | 5,862 | $693K | Add +28.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.14% | 13,000 | $668K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.13% | 23,747 | $661K | No change |
| ADP Automatic Data Processing | 0.12% | 3,032 | $616K | Add +4.8% |
| SCHK Schwab 1000 Index ETF | 0.12% | 19,461 | $610K | New |
| MO Altria Group Inc. | 0.12% | 9,188 | $606K | No change |
| GD General Dynamics Corp. | 0.12% | 1,749 | $600K | Reduce -3.7% |
| FDX FedEx Corp. | 0.12% | 1,619 | $577K | No change |
| VIGI Vanguard Int Div App Indx FD | 0.11% | 6,257 | $554K | Add +4.1% |
Portfolio Sells Q4 2025 → Q1 2026
| B Barrick Mining Corp. | Reduce -25.3% | 2.03% | −0.68 |
| MKL Markel Group Inc. | Reduce -2.4% | 7.71% | −0.57 |
| META Meta Platforms Inc. Class A | Reduce -2.1% | 3.27% | −0.33 |
| PGR Progressive Corp. | Reduce -0.9% | 3.53% | −0.29 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 4.06% | −0.17 |
| CHKP Check Point Software Tech | Reduce -3.3% | 0.62% | −0.16 |
| GLW Corning Inc. | Reduce -54.8% | 0.47% | −0.16 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.12 |
| ANET Arista Networks Inc. | Reduce -17.6% | 0.55% | −0.11 |
| WAT Waters Corp. | Reduce -5.0% | 0.39% | −0.10 |
| GPC Genuine Parts Co. | Reduce -1.1% | 0.98% | −0.10 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.67% | −0.08 |
| DHR Danaher Corp. | Reduce -13.6% | 0.26% | −0.08 |
| NKE Nike Inc. Class B | Reduce -2.8% | 0.45% | −0.07 |
| ESAB Esab Corp. | Reduce -2.7% | 0.65% | −0.07 |
| GM General Motors Co. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.05 |
| MHK Mohawk Industries Inc. | Reduce -4.8% | 0.47% | −0.04 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.93% | −0.03 |
| COF Capital One Financial Corp. | Reduce -11.4% | 0.09% | −0.03 |
| ALLE Allegion PLC | Reduce -2.0% | 0.69% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.49% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -0.5% | 0.22% | −0.02 |
| AAPL Apple Inc. | Reduce -0.7% | 2.97% | −0.02 |
| OTIS Otis Worldwide Corp. | Reduce -2.2% | 0.24% | −0.02 |
| FNV Franco-Nevada Corp. | Reduce -35.9% | 0.08% | −0.02 |
| LULU Lululemon Athletica Inc. | Reduce -1.5% | 0.04% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 0.21% | −0.01 |
| MAR Marriott International Class A | Reduce -21.8% | 0.06% | −0.01 |
| SPG Simon Property Group Inc. | Reduce -20.3% | 0.05% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -9.2% | 0.92% | −0.01 |
| LII Lennox International Inc. | Reduce -2.9% | 0.84% | −0.01 |
| TFC Truist Financial Corp. | Reduce -8.7% | 0.05% | −0.00 |
| WELL Welltower Inc. | Reduce -17.7% | 0.06% | −0.00 |
| VTS Vitesse Energy Inc. | Reduce -5.8% | 0.06% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -0.5% | 0.68% | −0.00 |
| SCHW Schwab (charles) Corp. | Reduce -0.9% | 1.81% | −0.00 |
| HD Home Depot Inc. | Reduce -1.4% | 0.05% | +0.00 |
| KMI Kinder Morgan Inc. | Reduce -22.3% | 0.05% | +0.00 |
| PM Philip Morris International | Reduce -6.3% | 0.04% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -7.0% | 0.08% | +0.00 |
| HLN Haleon PLC-ADR | Reduce -1.0% | 0.06% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.6% | 0.05% | +0.00 |
| SEIC Sei Investments Company | Reduce -0.3% | 0.24% | +0.01 |
| GD General Dynamics Corp. | Reduce -3.7% | 0.12% | +0.01 |
| AOS Smith (a.o.) Corp. | Reduce -3.8% | 0.62% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Add +567.5% | 0.47% | +0.38 |
| ADBE Adobe Inc. | Add +107.9% | 0.66% | +0.23 |
| COST Costco Wholesale Corp. | Add +2.0% | 1.01% | +0.21 |
| PAYC Paycom Software Inc. | Add +38.4% | 1.11% | +0.13 |
| SCHK Schwab 1000 Index ETF | New | 0.12% | +0.12 |
| INTU Intuit Inc. | Add +239.0% | 0.21% | +0.12 |
| KHC The Kraft Heinz Co. | New | 0.06% | +0.06 |
| GNRC Generac Holdings Inc. | New | 0.05% | +0.05 |
| SPGI S&P Global Inc. | Add +62.6% | 0.16% | +0.05 |
| AEP American Electric Power | New | 0.04% | +0.04 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| MU Micron Technology Inc. | New | 0.04% | +0.04 |
| EPD Enterprise Products Partners | New | 0.04% | +0.04 |
| D Dominion Energy Inc. | New | 0.04% | +0.04 |
| MELI MercadoLibre Inc. | New | 0.04% | +0.04 |
| MCD McDonald's Corp. | Add +1.9% | 0.36% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +12.6% | 0.20% | +0.03 |
| ZTS Zoetis Inc. | Add +28.0% | 0.14% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +12.7% | 0.17% | +0.02 |
| T AT&T Inc. | Add +1.9% | 0.09% | +0.02 |
| NFLX Netflix Inc. | Add +15.2% | 0.08% | +0.02 |
| UBER Uber Technologies Inc. | Add +16.8% | 0.18% | +0.02 |
| WMT Walmart Inc. | Add +8.7% | 0.07% | +0.02 |
| ABNB Airbnb Inc. Class A | Add +8.0% | 0.14% | +0.01 |
| FTNT Fortinet Inc. | Add +6.9% | 0.06% | +0.01 |
| VIGI Vanguard Int Div App Indx FD | Add +4.1% | 0.11% | +0.01 |
| AXP American Express Co. | Add +23.4% | 0.07% | +0.01 |
| AMZN Amazon.com Inc. | Add +4.0% | 0.99% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.6% | 0.05% | +0.00 |
| MSCI MSCI Inc. | Add +3.1% | 0.05% | +0.00 |
| DPZ Domino's Pizza Inc. | Add +8.4% | 0.08% | 0.00 |
| MA Mastercard Inc. Class A | Add +6.0% | 0.07% | −0.00 |
| AON Aon PLC Class A | Add +1.9% | 0.44% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +11.7% | 0.23% | −0.00 |
| PANW Palo Alto Networks Inc. | Add +4.7% | 0.15% | −0.00 |
| IBM Intl Business Machines Corp. | Add +11.7% | 0.21% | −0.00 |
| AVGO Broadcom Inc. | Add +2.1% | 0.40% | −0.01 |
| ADP Automatic Data Processing | Add +4.8% | 0.12% | −0.02 |
| V Visa Inc. Class A | Add +4.4% | 0.55% | −0.02 |
| BKNG Booking Holdings Inc. | Add +4.3% | 0.23% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Add +0.3% | 0.48% | −0.04 |
| DEO Diageo PLC-Sponsored ADR | Add +0.4% | 0.55% | −0.04 |
| CTSH Cognizant Tech Solutions-A | Add +4.7% | 0.21% | −0.04 |
| FDS Factset Research Systems Inc. | Add +1.1% | 0.20% | −0.05 |
| AKRE Akre Focus ETF | Add +1.6% | 0.48% | −0.07 |
| TROW T Rowe Price Group Inc. | Add +0.7% | 1.57% | −0.08 |
| PYPL PayPal Holdings Inc. | Add +4.9% | 0.62% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +4.8% | 0.54% | −0.13 |
| ACN Accenture PLC Class A | Add +2.2% | 0.65% | −0.15 |
| PAYX Paychex Inc. | Add +0.1% | 1.67% | −0.23 |
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 |