Lafayette Investments, Inc.

Q4 2025 13F-HR Holdings

Location
Ashton, MD
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
156
Total value ($000)
$529,090
Net value change ($000)
+6,904 (1.3%)
New positions
7
Sold out positions
7
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/6/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MKL 5,276 13.7%
GOOGL 4,523 25.3%
B 3,484 32.2%
AKRE 2,921 NEW
CMG 2,752 NEW
BF-A 1,412 656.7%
KLAC 1,362 6.3%
AAPL 966 6.5%
JNJ 885 10.6%
AMZN 730 16.2%
Top Reduces (Value $000, Stocks/ETFs)
AZO -3,015 -24.5%
DEO -2,230 -41.4%
META -1,895 -9.0%
PGR -1,673 -7.6%
COST -1,398 -24.9%
ALLE -1,246 -24.5%
PAYX -1,235 -11.0%
MSFT -1,183 -6.3%
PAYC -950 -15.4%
GPC -877 -13.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type