Lafayette Investments, Inc. Diversified Active

Location: Ashton, MD

CIK: 0001308377 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 4, 2026

Total Value: $529M (100.0% shares, 0.0% debt)

Holdings (156)

BRK/B BERKSHIRE HATHAWAY INC DEL 11.3%
Value $59.73M Shares 118,839 Est. Cost $117.40 Unrealized +323.8%
MKL MARKEL GROUP INC 8.3%
Value $43.84M Shares 20,393 Est. Cost $617.25 Unrealized +228.2%
KLAC KLA CORP 4.4%
Value $23.06M Shares 18,975 Est. Cost $245.92 Unrealized +376.5%
GOOG ALPHABET INC 4.2%
Value $22.38M Shares 71,329 Est. Cost $107.65 Unrealized +166.0%
PGR PROGRESSIVE CORP 3.8%
Value $20.24M Shares 88,867 Est. Cost $19.32 Unrealized +999.1%
META META PLATFORMS INC 3.6%
Value $19.05M Shares 28,860 Est. Cost $229.81 Unrealized +190.4%
MSFT MICROSOFT CORP 3.3%
Value $17.69M Shares 36,579 Est. Cost $76.23 Unrealized +556.7%
AAPL APPLE INC 3.0%
Value $15.81M Shares 58,155 Est. Cost $97.69 Unrealized +174.7%
B BARRICK MNG CORP 2.7%
Value $14.31M Shares 328,535 Est. Cost $19.29 Unrealized +94.0%
LOW LOWES COS INC 2.0%
Value $10.61M Shares 44,008 Est. Cost $143.41 Unrealized +67.2%
PAYX PAYCHEX INC 1.9%
Value $10.03M Shares 89,445 Est. Cost $31.90 Unrealized +265.3%
NSC NORFOLK SOUTHN CORP 1.8%
Value $9.652M Shares 33,429 Est. Cost $77.98 Unrealized +270.1%
SCHW SCHWAB CHARLES CORP 1.8%
Value $9.56M Shares 95,684 Est. Cost $43.70 Unrealized +116.8%
AZO AUTOZONE INC 1.8%
Value $9.289M Shares 2,739 Est. Cost $1178.58 Unrealized +220.5%
JNJ JOHNSON & JOHNSON 1.7%
Value $9.246M Shares 44,680 Est. Cost $90.97 Unrealized +116.6%
TROW PRICE T ROWE GROUP INC 1.6%
Value $8.725M Shares 85,220 Est. Cost $86.83 Unrealized +17.7%
JEF JEFFERIES FINL GROUP INC 1.6%
Value $8.526M Shares 137,585 Est. Cost $14.14 Unrealized +300.9%
L LOEWS CORP 1.5%
Value $7.68M Shares 72,923 Est. Cost $41.84 Unrealized +146.7%
PEP PEPSICO INC 1.3%
Value $6.736M Shares 46,932 Est. Cost $84.01 Unrealized +73.7%
LMT LOCKHEED MARTIN CORP 1.2%
Value $6.572M Shares 13,588 Est. Cost $314.29 Unrealized +51.5%
GPC GENUINE PARTS CO 1.1%
Value $5.682M Shares 46,209 Est. Cost $58.46 Unrealized +120.1%
SBUX STARBUCKS CORP 1.0%
Value $5.377M Shares 63,850 Est. Cost $69.85 Unrealized +20.3%
AMZN AMAZON COM INC 1.0%
Value $5.223M Shares 22,627 Est. Cost $155.87 Unrealized +46.8%
PAYC PAYCOM SOFTWARE INC 1.0%
Value $5.218M Shares 32,743 Est. Cost $172.26 Unrealized +2.7%
JPM JPMORGAN CHASE & CO. 1.0%
Value $5.12M Shares 15,889 Est. Cost $113.60 Unrealized +172.5%
XOM EXXON MOBIL CORP 0.9%
Value $4.946M Shares 41,101 Est. Cost $64.35 Unrealized +79.5%
PH PARKER-HANNIFIN CORP 0.9%
Value $4.891M Shares 5,564 Est. Cost $217.94 Unrealized +275.2%
GHC GRAHAM HLDGS CO 0.9%
Value $4.714M Shares 4,290 Est. Cost $409.96 Unrealized +160.2%
LII LENNOX INTL INC 0.8%
Value $4.49M Shares 9,247 Est. Cost $236.25 Unrealized +111.5%
KO COCA COLA CO 0.8%
Value $4.446M Shares 63,589 Est. Cost $28.60 Unrealized +142.7%
ACN ACCENTURE PLC IRELAND 0.8%
Value $4.249M Shares 15,838 Est. Cost $200.28 Unrealized +26.9%
COST COSTCO WHSL CORP NEW 0.8%
Value $4.219M Shares 4,892 Est. Cost $376.97 Unrealized +140.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.8%
Value $4.106M Shares 22,128 Est. Cost $108.65 Unrealized +78.0%
DIS DISNEY WALT CO 0.7%
Value $3.954M Shares 34,751 Est. Cost $84.28 Unrealized +30.0%
ALLE ALLEGION PLC 0.7%
Value $3.835M Shares 24,088 Est. Cost $102.00 Unrealized +63.4%
ESAB ESAB CORPORATION 0.7%
Value $3.828M Shares 34,266 Est. Cost $47.67 Unrealized +139.9%
PYPL PAYPAL HLDGS INC 0.7%
Value $3.771M Shares 64,588 Est. Cost $76.83 Unrealized -15.6%
MRSH MARSH & MCLENNAN COS INC 0.7%
Value $3.589M Shares 19,347 Est. Cost $31.19 Unrealized +497.8%
NVO NOVO-NORDISK A S 0.7%
Value $3.518M Shares 69,138 Est. Cost $66.42 Unrealized
MSGS MADISON SQUARE GRDN SPRT COR 0.7%
Value $3.489M Shares 13,489 Est. Cost $212.62 Unrealized +7.1%
ANET ARISTA NETWORKS INC 0.7%
Value $3.488M Shares 26,621 Est. Cost $102.81 Unrealized +33.9%
GLW CORNING INC 0.6%
Value $3.316M Shares 37,871 Est. Cost $12.89 Unrealized +567.2%
AOS SMITH A O CORP 0.6%
Value $3.21M Shares 47,991 Est. Cost $58.91 Unrealized +14.5%
DEO DIAGEO PLC 0.6%
Value $3.151M Shares 36,527 Est. Cost $149.63 Unrealized
V VISA INC 0.6%
Value $3.046M Shares 8,684 Est. Cost $233.70 Unrealized +45.6%
TXN TEXAS INSTRS INC 0.6%
Value $2.949M Shares 16,996 Est. Cost $162.01 Unrealized +5.4%
AKRE PROFESIONALLY MANAGED PORTFO 0.6%
Value $2.921M Shares 44,588 Est. Cost $65.51 Unrealized
BAC BANK AMERICA CORP 0.5%
Value $2.774M Shares 50,445 Est. Cost $10.57 Unrealized +398.1%
NKE NIKE INC 0.5%
Value $2.766M Shares 43,411 Est. Cost $86.27 Unrealized -24.8%
CMG CHIPOTLE MEXICAN GRILL INC 0.5%
Value $2.752M Shares 74,370 Est. Cost $36.17 Unrealized 0.0%
MHK MOHAWK INDS INC 0.5%
Value $2.711M Shares 24,806 Est. Cost $124.58 Unrealized -7.8%
ASML ASML HOLDING N V 0.5%
Value $2.648M Shares 2,475 Est. Cost $798.77 Unrealized
WAT WATERS CORP 0.5%
Value $2.567M Shares 6,759 Est. Cost $281.11 Unrealized +30.9%
AON AON PLC 0.4%
Value $2.354M Shares 6,670 Est. Cost $211.76 Unrealized +64.9%
ADBE ADOBE INC 0.4%
Value $2.268M Shares 6,481 Est. Cost $424.82 Unrealized -19.9%
HAS HASBRO INC 0.4%
Value $2.179M Shares 26,574 Est. Cost $33.31 Unrealized +134.2%
AVGO BROADCOM INC 0.4%
Value $2.171M Shares 6,274 Est. Cost $179.51 Unrealized +98.9%
CVX CHEVRON CORP NEW 0.4%
Value $1.932M Shares 12,676 Est. Cost $81.74 Unrealized +85.2%
DHR DANAHER CORPORATION 0.3%
Value $1.769M Shares 7,728 Est. Cost $219.51 Unrealized +0.0%
MCD MCDONALDS CORP 0.3%
Value $1.73M Shares 5,660 Est. Cost $224.09 Unrealized +36.1%
BF/B BROWN FORMAN CORP 0.3%
Value $1.627M Shares 62,437 Est. Cost $30.10 Unrealized -7.0%
HSY HERSHEY CO 0.3%
Value $1.501M Shares 8,251 Est. Cost $146.48 Unrealized +24.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.3%
Value $1.369M Shares 16,499 Est. Cost $53.39 Unrealized +39.8%
BKNG BOOKING HOLDINGS INC 0.3%
Value $1.36M Shares 254 Est. Cost $3771.20 Unrealized +36.2%
OTIS OTIS WORLDWIDE CORP 0.3%
Value $1.351M Shares 15,472 Est. Cost $84.59 Unrealized +5.5%
FDS FACTSET RESH SYS INC 0.2%
Value $1.299M Shares 4,475 Est. Cost $360.91 Unrealized -22.4%
NVDA NVIDIA CORPORATION 0.2%
Value $1.293M Shares 6,933 Est. Cost $102.98 Unrealized +80.7%
WFC WELLS FARGO CO NEW 0.2%
Value $1.276M Shares 13,690 Est. Cost $31.07 Unrealized +178.9%
SEIC SEI INVTS CO 0.2%
Value $1.253M Shares 15,271 Est. Cost $51.47 Unrealized +58.7%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value $1.207M Shares 2,575 Est. Cost $329.93 Unrealized +54.3%
GOOGL ALPHABET INC 0.2%
Value $1.186M Shares 3,790 Est. Cost $137.48 Unrealized +107.7%
GSK GSK PLC 0.2%
Value $1.143M Shares 23,300 Est. Cost $29.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $1.138M Shares 3,842 Est. Cost $102.01 Unrealized +192.9%
MRK MERCK & CO INC 0.2%
Value $1.02M Shares 9,686 Est. Cost $76.38 Unrealized +22.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value $1.015M Shares 1,489 Est. Cost $387.25 Unrealized
CAT CATERPILLAR INC 0.2%
Value $994K Shares 1,736 Est. Cost $239.14 Unrealized +132.3%
ULTA ULTA BEAUTY INC 0.2%
Value $951K Shares 1,572 Est. Cost $302.84 Unrealized +81.5%
RTX RTX CORPORATION 0.2%
Value $905K Shares 4,933 Est. Cost $83.26 Unrealized +108.2%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $876K Shares 4,571 Est. Cost $176.71 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value $870K Shares 21,361 Est. Cost $41.68 Unrealized -2.9%
UBER UBER TECHNOLOGIES INC 0.2%
Value $844K Shares 10,335 Est. Cost $74.85 Unrealized +20.3%
GLD SPDR GOLD TR 0.2%
Value $829K Shares 2,091 Est. Cost $163.65 Unrealized
PANW PALO ALTO NETWORKS INC 0.1%
Value $789K Shares 4,282 Est. Cost $185.62 Unrealized +8.7%
ETN EATON CORP PLC 0.1%
Value $782K Shares 2,455 Est. Cost $312.34 Unrealized +13.5%
VTI VANGUARD INDEX FDS 0.1%
Value $778K Shares 2,320 Est. Cost $289.24 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value $755K Shares 1 Est. Cost $729330.75 Unrealized +2.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $744K Shares 2,894 Est. Cost $186.01 Unrealized +42.4%
ABNB AIRBNB INC 0.1%
Value $708K Shares 5,216 Est. Cost $129.66 Unrealized -4.0%
HON HONEYWELL INTL INC 0.1%
Value $671K Shares 3,440 Est. Cost $151.32 Unrealized +28.9%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $670K Shares 1,722 Est. Cost $105.91 Unrealized +290.5%
FNDX SCHWAB STRATEGIC TR 0.1%
Value $646K Shares 23,747 Est. Cost $30.93 Unrealized
COF CAPITAL ONE FINL CORP 0.1%
Value $640K Shares 2,642 Est. Cost $188.67 Unrealized +17.8%
WHR WHIRLPOOL CORP 0.1%
Value $617K Shares 8,548 Est. Cost $161.01 Unrealized -54.1%
GD GENERAL DYNAMICS CORP 0.1%
Value $612K Shares 1,817 Est. Cost $151.20 Unrealized +125.4%
SPGI S&P GLOBAL INC 0.1%
Value $583K Shares 1,115 Est. Cost $441.96 Unrealized +11.8%
ZTS ZOETIS INC 0.1%
Value $576K Shares 4,580 Est. Cost $160.77 Unrealized -19.0%
VIGI VANGUARD WHITEHALL FDS 0.1%
Value $550K Shares 6,013 Est. Cost $83.59 Unrealized
FNV FRANCO NEV CORP 0.1%
Value $541K Shares 2,612 Est. Cost $144.28 Unrealized +40.6%
MO ALTRIA GROUP INC 0.1%
Value $530K Shares 9,188 Est. Cost $32.44 Unrealized +83.0%
PFE PFIZER INC 0.1%
Value $503K Shares 20,187 Est. Cost $18.79 Unrealized +33.2%
SLB SLB LIMITED 0.1%
Value $499K Shares 13,000 Est. Cost $37.80 Unrealized -4.6%
CRM SALESFORCE INC 0.1%
Value $498K Shares 1,878 Est. Cost $251.05 Unrealized -1.1%
QCOM QUALCOMM INC 0.1%
Value $495K Shares 2,894 Est. Cost $145.92 Unrealized +17.1%
ALRS ALERUS FINL CORP 0.1%
Value $493K Shares 21,900 Est. Cost $16.77 Unrealized +28.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $484K Shares 835 Est. Cost $472.71 Unrealized +19.6%
FDX FEDEX CORP 0.1%
Value $468K Shares 1,619 Est. Cost $173.32 Unrealized +50.9%
INTU INTUIT 0.1%
Value $462K Shares 698 Est. Cost $599.26 Unrealized +10.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value $459K Shares 3,914 Est. Cost $115.43 Unrealized +5.3%
SCHX SCHWAB STRATEGIC TR 0.1%
Value $453K Shares 16,847 Est. Cost $30.37 Unrealized
DPZ DOMINOS PIZZA INC 0.1%
Value $432K Shares 1,036 Est. Cost $384.98 Unrealized +7.9%
MTD METTLER TOLEDO INTERNATIONAL 0.1%
Value $429K Shares 308 Est. Cost $1207.20 Unrealized +15.7%
VEA VANGUARD TAX-MANAGED FDS 0.1%
Value $405K Shares 6,480 Est. Cost $62.47 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value $395K Shares 630 Est. Cost $373.04 Unrealized
VLTO VERALTO CORP 0.1%
Value $389K Shares 3,900 Est. Cost $89.78 Unrealized +12.5%
FNDA SCHWAB STRATEGIC TR 0.1%
Value $388K Shares 12,326 Est. Cost $37.81 Unrealized
ABBV ABBVIE INC 0.1%
Value $386K Shares 1,691 Est. Cost $97.83 Unrealized +132.6%
MAR MARRIOTT INTL INC NEW 0.1%
Value $383K Shares 1,234 Est. Cost $210.35 Unrealized +35.6%
T AT&T INC 0.1%
Value $368K Shares 14,816 Est. Cost $17.62 Unrealized +43.5%
AXP AMERICAN EXPRESS CO 0.1%
Value $360K Shares 974 Est. Cost $101.44 Unrealized +251.9%
MA MASTERCARD INCORPORATED 0.1%
Value $359K Shares 628 Est. Cost $467.42 Unrealized +19.6%
NFLX NETFLIX INC 0.1%
Value $355K Shares 3,781 Est. Cost $106.02 Unrealized +1.7%
ALL ALLSTATE CORP 0.1%
Value $351K Shares 1,685 Est. Cost $124.75 Unrealized +63.6%
EGBN EAGLE BANCORP INC MD 0.1%
Value $343K Shares 16,000 Est. Cost $45.18 Unrealized -57.4%
VTS VITESSE ENERGY INC 0.1%
Value $337K Shares 17,513 Est. Cost $17.24 Unrealized +23.8%
MS MORGAN STANLEY 0.1%
Value $328K Shares 1,847 Est. Cost $166.47 Unrealized 0.0%
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value $323K Shares 9,145 Est. Cost $29.14 Unrealized +16.2%
ABT ABBOTT LABS 0.1%
Value $322K Shares 2,571 Est. Cost $104.80 Unrealized +21.5%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $319K Shares 1,725 Est. Cost $95.57 Unrealized +88.3%
WELL WELLTOWER INC 0.1%
Value $315K Shares 1,699 Est. Cost $113.83 Unrealized +63.8%
UNH UNITEDHEALTH GROUP INC 0.1%
Value $303K Shares 918 Est. Cost $392.27 Unrealized -14.0%
SHEL SHELL PLC 0.1%
Value $301K Shares 4,103 Est. Cost $55.62 Unrealized
LULU LULULEMON ATHLETICA INC 0.1%
Value $297K Shares 1,428 Est. Cost $341.44 Unrealized -46.9%
HLN HALEON PLC 0.1%
Value $294K Shares 29,104 Est. Cost $6.08 Unrealized
GM GENERAL MTRS CO 0.1%
Value $285K Shares 3,507 Est. Cost $55.55 Unrealized +26.7%
TFC TRUIST FINL CORP 0.1%
Value $282K Shares 5,727 Est. Cost $38.00 Unrealized +20.5%
WMT WALMART INC 0.1%
Value $278K Shares 2,494 Est. Cost $107.20 Unrealized 0.0%
FAST FASTENAL CO 0.1%
Value $277K Shares 6,904 Est. Cost $34.40 Unrealized +22.2%
SCHA SCHWAB STRATEGIC TR 0.1%
Value $273K Shares 9,588 Est. Cost $36.52 Unrealized
FTNT FORTINET INC 0.1%
Value $270K Shares 3,401 Est. Cost $87.35 Unrealized -5.1%
UL UNILEVER PLC 0.0%
Value $263K Shares 4,016 Est. Cost $65.40 Unrealized
CSCO CISCO SYS INC 0.0%
Value $261K Shares 3,387 Est. Cost $55.37 Unrealized +33.3%
MSCI MSCI INC 0.0%
Value $255K Shares 445 Est. Cost $562.36 Unrealized -0.4%
LLY ELI LILLY & CO 0.0%
Value $255K Shares 237 Est. Cost $955.55 Unrealized 0.0%
KMI KINDER MORGAN INC DEL 0.0%
Value $247K Shares 8,980 Est. Cost $25.25 Unrealized +6.6%
AVB AVALONBAY CMNTYS INC 0.0%
Value $245K Shares 1,350 Est. Cost $129.64 Unrealized +38.7%
HD HOME DEPOT INC 0.0%
Value $244K Shares 709 Est. Cost $337.21 Unrealized +8.1%
EFA ISHARES TR 0.0%
Value $230K Shares 2,392 Est. Cost $89.39 Unrealized
FNDF SCHWAB STRATEGIC TR 0.0%
Value $229K Shares 5,076 Est. Cost $40.02 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value $218K Shares 1,519 Est. Cost $137.97 Unrealized +6.7%
FRT FEDERAL RLTY INVT TR NEW 0.0%
Value $217K Shares 2,150 Est. Cost $85.67 Unrealized +13.7%
ORCL ORACLE CORP 0.0%
Value $214K Shares 1,100 Est. Cost $169.14 Unrealized +40.7%
BLK BLACKROCK INC 0.0%
Value $213K Shares 199 Est. Cost $934.85 Unrealized +16.5%
PM PHILIP MORRIS INTL INC 0.0%
Value $212K Shares 1,324 Est. Cost $136.99 Unrealized +12.1%
FVCB FVCBANKCORP INC 0.0%
Value $170K Shares 12,206 Est. Cost $13.33 Unrealized -4.5%
RANI RANI THERAPEUTICS HLDGS INC 0.0%
Value $31,022 Shares 22,979 Est. Cost $9.38 Unrealized -83.9%
LCTX LINEAGE CELL THERAPEUTICS IN 0.0%
Value $21,710 Shares 13,000 Est. Cost $1.63 Unrealized +6.2%