Portfolio (Quarterly) Guide ↗

Lafayette Investments, Inc.

· CIK 0001308377

13F Portfolio $529M AUM 156 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 7 New 40 Added 56 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AXON	AXON ENTERPRISE INC	Industrials	500	$359K	0.07%	SOLD
2	UL	UNILEVER PLC	Consumer Defensive	4,520	$268K	0.05%	SOLD
3	PLTR	PALANTIR TECHNOLOGIES INC	Technology	1,325	$242K	0.05%	SOLD
4	EMR	EMERSON ELEC CO	Industrials	1,639	$215K	0.04%	SOLD
5	FISV	FISERV INC	Technology	1,563	$202K	0.04%	SOLD
6	D	DOMINION ENERGY INC	Utilities	3,281	$201K	0.04%	SOLD
7	CG	CARLYLE GROUP INC	Financial Services	3,200	$201K	0.04%	SOLD

Sector Allocation

Financial Services 29.7%

Technology 21.9%

Industrials 12.5%

Consumer Cyclical 12.3%

Communication Services 6.7%

Consumer Defensive 6.0%

Healthcare 5.2%

Basic Materials 3.4%

Energy 1.9%

Real Estate 0.3%