Lafayette Investments, Inc.

Q2 2026 13F-HR Holdings

Location
Ashton, MD
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$542,437
Net value change ($000)
+48,578 (9.8%)
New positions
8
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 19,027 75.9%
GOOGL 4,096 20.4%
BRK-B 3,185 5.7%
ZTS 2,333 336.7%
PGR 1,906 10.9%
TROW 1,858 24.0%
ASML 1,480 45.3%
JEF 1,205 21.2%
VIGI 1,199 216.4%
GLW 1,182 50.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,394 -20.3%
LMT -1,364 -16.7%
B -1,138 -11.4%
PEP -921 -12.9%
HON -778 -100.0%
LOW -648 -6.2%
CTSH -550 -51.9%
AZO -540 -5.9%
ADBE -535 -16.3%
COST -491 -9.9%
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