Lafayette Investments, Inc.

Q3 2026 13F-HR Holdings

Location
Ashton, MD
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$512,233
Net value change ($000)
-30,204 (-5.6%)
New positions
2
Sold out positions
9
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 6,048 NEW
MSFT 4,615 31.9%
PAYC 4,357 71.1%
META 2,048 12.9%
ACN 1,734 57.5%
AAPL 1,291 8.4%
CRM 1,207 51.1%
CRWD 614 29.0%
ADBE 454 16.6%
AMZN 448 7.6%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -16,884 -38.3%
XOM -5,475 -100.0%
MKL -5,113 -13.1%
BRK-B -2,746 -4.6%
PGR -2,397 -12.4%
LII -2,166 -42.3%
LOW -1,834 -18.8%
GLW -1,492 -42.5%
L -1,467 -18.1%
NSC -1,464 -14.6%
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