Lafayette Investments, Inc.

Q1 2026 13F-HR Holdings

Location
Ashton, MD
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
158
Total value ($000)
$493,859
Net value change ($000)
-35,231 (-6.7%)
New positions
9
Sold out positions
7
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
KLAC 2,001 8.7%
XOM 1,923 38.9%
CRM 1,842 369.9%
LMT 1,604 24.4%
JNJ 1,358 14.7%
ADBE 1,007 44.4%
MSGS 803 23.0%
COST 755 17.9%
ASML 621 23.5%
SCHK 610 NEW
Top Reduces (Value $000, Stocks/ETFs)
MKL -5,746 -13.1%
B -4,301 -30.1%
MSFT -4,065 -23.0%
BRK-B -3,628 -6.1%
META -2,890 -15.2%
JEF -2,847 -33.4%
PGR -2,788 -13.8%
GOOGL -2,309 -10.3%
PAYX -1,789 -17.8%
AAPL -1,155 -7.3%
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