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 | — | 117,876.0 | $59.3M | 11.35% | NEW | — | $502.74 | — |
| 2 | MKL | MARKEL GROUP INC | Financial Services | 20,175.0 | $38.6M | 7.38% | NEW | — | $1911.36 | -2.8% |
| 3 | PGR | PROGRESSIVE CORP | Financial Services | 88,724.0 | $21.9M | 4.20% | NEW | — | $246.95 | -19.2% |
| 4 | KLAC | KLA CORP | Technology | 20,113.0 | $21.7M | 4.15% | NEW | — | $1078.60 | +75.1% |
| 5 | META | META PLATFORMS INC | Communication Services | 28,521.0 | $20.9M | 4.01% | NEW | — | $734.38 | -16.9% |
| 6 | MSFT | MICROSOFT CORP | Technology | 36,437.0 | $18.9M | 3.61% | NEW | — | $517.95 | -19.2% |
| 7 | GOOG | ALPHABET INC | Communication Services | 73,331.0 | $17.9M | 3.42% | NEW | — | $243.55 | +55.8% |
| 8 | AAPL | APPLE INC | Technology | 58,295.0 | $14.8M | 2.84% | NEW | — | $254.63 | +21.3% |
| 9 | AZO | AUTOZONE INC | Consumer Cyclical | 2,868.0 | $12.3M | 2.36% | NEW | — | $4290.24 | -20.6% |
| 10 | LOW | LOWES COS INC | Consumer Cyclical | 45,143.0 | $11.3M | 2.17% | NEW | — | $251.31 | -14.4% |
| 11 | PAYX | PAYCHEX INC | Industrials | 88,897.0 | $11.3M | 2.16% | NEW | — | $126.76 | -23.5% |
| 12 | B | BARRICK MNG CORP | Basic Materials | 330,301.0 | $10.8M | 2.07% | NEW | — | $32.77 | +24.1% |
| 13 | NSC | NORFOLK SOUTHN CORP | Industrials | 33,470.0 | $10.1M | 1.93% | NEW | — | $300.41 | +4.7% |
| 14 | SCHW | SCHWAB CHARLES CORP | Financial Services | 95,948.0 | $9.2M | 1.75% | NEW | — | $95.47 | -5.6% |
| 15 | JEF | JEFFERIES FINL GROUP INC | Financial Services | 138,052.0 | $9.0M | 1.73% | NEW | — | $65.42 | -20.5% |
| 16 | TROW | PRICE T ROWE GROUP INC | Financial Services | 85,941.0 | $8.8M | 1.69% | NEW | — | $102.64 | +0.7% |
| 17 | JNJ | JOHNSON & JOHNSON | Healthcare | 45,093.0 | $8.4M | 1.60% | NEW | — | $185.42 | +26.4% |
| 18 | L | LOEWS CORP | Financial Services | 73,323.0 | $7.4M | 1.41% | NEW | — | $100.39 | +8.4% |
| 19 | LMT | LOCKHEED MARTIN CORP | Industrials | 13,662.0 | $6.8M | 1.31% | NEW | — | $499.22 | +6.8% |
| 20 | PEP | PEPSICO INC | Consumer Defensive | 48,183.0 | $6.8M | 1.30% | NEW | — | $140.44 | +7.2% |
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
27.4%
Technology
20.9%
Industrials
13.0%
Consumer Cyclical
12.1%
Communication Services
10.5%
Consumer Defensive
6.6%
Healthcare
4.6%
Basic Materials
2.5%
Energy
1.8%
Real Estate
0.3%