Portfolio (Quarterly)
Guide ↗
Lafayette Investments, Inc.
· CIK 0001308377| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 118,839.0 | $59.7M | 11.29% | +963.0 | +0.8% | $502.65 | — |
| 2 | MKL | MARKEL GROUP INC | Financial Services | 20,393.0 | $43.8M | 8.29% | +218.0 | +1.1% | $2149.65 | -13.8% |
| 3 | META | META PLATFORMS INC | Communication Services | 28,860.0 | $19.1M | 3.60% | +339.0 | +1.2% | $660.09 | -8.0% |
| 4 | PAYX | PAYCHEX INC | Industrials | 89,445.0 | $10.0M | 1.90% | +548.0 | +0.6% | $112.18 | -16.0% |
| 5 | AMZN | AMAZON COM INC | Consumer Cyclical | 22,627.0 | $5.2M | 0.99% | +2K | +10.6% | $230.82 | +16.3% |
| 6 | PAYC | PAYCOM SOFTWARE INC | Technology | 32,743.0 | $5.2M | 0.99% | +3K | +10.5% | $159.36 | -15.7% |
| 7 | ACN | ACCENTURE PLC IRELAND | Technology | 15,838.0 | $4.2M | 0.80% | +358.0 | +2.3% | $268.30 | -33.7% |
| 8 | PYPL | PAYPAL HLDGS INC | Financial Services | 64,588.0 | $3.8M | 0.71% | +1K | +2.1% | $58.38 | -24.0% |
| 9 | V | VISA INC | Financial Services | 8,684.0 | $3.0M | 0.58% | +67.0 | +0.8% | $350.71 | -5.7% |
| 10 | ASML | ASML HOLDING N V | Technology | 2,475.0 | $2.6M | 0.50% | +75.0 | +3.1% | $1069.86 | +48.8% |
| 11 | ADBE | ADOBE INC | Technology | 6,481.0 | $2.3M | 0.43% | +587.0 | +10.0% | $349.99 | -30.3% |
| 12 | AVGO | BROADCOM INC | Technology | 6,274.0 | $2.2M | 0.41% | +300.0 | +5.0% | $346.10 | +19.8% |
| 13 | — | BROWN FORMAN CORP | — | 62,437.0 | $1.6M | 0.31% | +55K | +688.1% | $26.06 | — |
| 14 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 254.0 | $1.4M | 0.26% | +15.0 | +6.3% | $5355.33 | -97.0% |
| 15 | FDS | FACTSET RESH SYS INC | Financial Services | 4,475.0 | $1.3M | 0.24% | +1K | +38.1% | $290.19 | -22.5% |
| 16 | NVDA | NVIDIA CORPORATION | Technology | 6,933.0 | $1.3M | 0.24% | +310.0 | +4.7% | $186.50 | +17.7% |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 2,575.0 | $1.2M | 0.23% | +300.0 | +13.2% | $468.76 | +38.3% |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | — | 4,571.0 | $876K | 0.17% | +739.0 | +19.3% | $191.56 | +6.9% |
| 19 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 21,361.0 | $870K | 0.16% | +4K | +21.4% | $40.73 | +17.4% |
| 20 | UBER | UBER TECHNOLOGIES INC | Technology | 10,335.0 | $844K | 0.16% | +1K | +14.7% | $81.71 | -8.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
28.3%
Technology
20.8%
Industrials
11.9%
Consumer Cyclical
11.7%
Communication Services
11.3%
Consumer Defensive
5.7%
Healthcare
5.0%
Basic Materials
3.2%
Energy
1.8%
Real Estate
0.2%