Latest Lafayette Investments, Inc. Stock Portfolio

$542Million | No. of Holdings #162

Lafayette Investments, Inc. Performance

2026 Q2+9.76%

YTD+4.10%

2025+11.74%

About Lafayette Investments, Inc. and 13F Hedge Fund Stock Holdings

Lafayette Investments, Inc. is a hedge fund based in Ashton, MD. On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Lafayette Investments, Inc. reported an equity portfolio of $542.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Lafayette Investments, Inc. are , KLAC, MKL. The fund has invested 10.9% of it's portfolio in BERKSHIRE HATHAWAY INC DEL and 8.1% of portfolio in KLA CORP. <br><br> They significantly reduced their stock positions in CATERPILLAR INC (CAT), VERALTO CORP and MORGAN STANLEY (MS). Lafayette Investments, Inc. opened new stock positions in HONEYWELL AEROSPACE INC, SCHWAB STRATEGIC TR (FNDA) and HONEYWELL INTL INC (HON). The fund showed a lot of confidence in some stocks as they added substantially to ZOETIS INC (ZTS), MASTERCARD INCORPORATED (MA) and VANGUARD WHITEHALL FDS (VIGI).

Lafayette Investments, Inc. Equity Portfolio Value

Last Reported on: 11 Aug, 2026

$542Million

as of Aug 11, 2026

Lafayette Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Lafayette Investments, Inc. made a return of 9.76% in the last quarter. In trailing 12 months, it's portfolio return was 10.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
honeywell aerospace inc	463,163
schwab strategic tr	441,097
honeywell intl inc	385,108
marvell technology inc	297,890
dell technologies inc	280,449
eli lilly & co	218,297
applied matls inc	216,900
intel corp	211,400

New stocks bought by Lafayette Investments, Inc.

Additions

Ticker	% Inc.
zoetis inc	618
mastercard incorporated	222
vanguard whitehall fds	200
marriott intl inc new	78.13
mercadolibre inc	59.48
accenture plc ireland	49.69
vanguard index fds	35.39
intuit	33.73

Additions to existing portfolio by Lafayette Investments, Inc.

Reductions

Ticker	% Reduced
caterpillar inc	-33.7
veralto corp	-32.05
morgan stanley	-29.78
cognizant technology solutio	-23.74
micron technology inc	-23.2
texas instrs inc	-19.81
corning inc	-19.72
franco nev corp	-18.15

Lafayette Investments, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by Lafayette Investments, Inc.

Sector Distribution

Lafayette Investments, Inc. has about 22.1% of it's holdings in Financial Services sector.

Financial Services
Technology
Others
Industrials
Communication Services
Consumer Cyclical
Consumer Defensive
Healthcare
Energy

Sector	%
Financial Services	22.1
Technology	20.8
Others	18.6
Industrials	9.8
Communication Services	9.5
Consumer Cyclical	9.1
Consumer Defensive	4.3
Healthcare	3.9
Energy	1.6

Market Cap. Distribution

Lafayette Investments, Inc. has about 76.5% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
UNALLOCATED
MID-CAP

Category	%
LARGE-CAP	43.2
MEGA-CAP	33.3
UNALLOCATED	18.6
MID-CAP	4.7

Stocks belong to which Index?

About 69.4% of the stocks held by Lafayette Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others
RUSSELL 2000

Index	%
S&P 500	68.2
Others	30.6
RUSSELL 2000	1.2

Top 5 Winners (%)		%
MU	micron technology inc	213.6 %
PANW	palo alto networks inc	109.6 %
KLAC	kla corp	97.5 %
CRWD	crowdstrike hldgs inc	93.7 %
FTNT	fortinet inc	87.8 %

Top 5 Winners ($)		$
KLAC	kla corp	24.4 M
GOOG	alphabet inc	4.6 M
	berkshire hathaway inc del	2.5 M
TROW	price t rowe group inc	2.0 M
AAPL	apple inc	2.0 M

Top 5 Losers (%)		%
INTU	intuit	-36.5 %
ACN	accenture plc ireland	-33.1 %
CTSH	cognizant technology solutio	-32.5 %
T	at&t inc	-28.6 %
ZTS	zoetis inc	-26.9 %

Top 5 Losers ($)		$
ACN	accenture plc ireland	-1.5 M
XOM	exxon mobil corp	-1.3 M
LMT	lockheed martin corp	-1.3 M
ZTS	zoetis inc	-1.1 M
	barrick mng corp	-1.0 M

Lafayette Investments, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Lafayette Investments, Inc.

Lafayette Investments, Inc. has 162 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. KLAC was the most profitable stock for Lafayette Investments, Inc. last quarter.

$542.44MTotal Value

162Positions

11 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of Lafayette Investments, Inc., last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AAPL Apple Inc Apple IncAAPL Lafayette Investments, Inc.'s holding in Apple Inc over time	2.85%	53,412	$15.46M 2.85%	decreased 7.5 percentreduced

ABBV Abbvie Inc Abbvie IncABBV Lafayette Investments, Inc.'s holding in Abbvie Inc over time	0.08%	1,691	$425.5K 0.08%	unchanged 0 percentunchanged

ABNB Airbnb Inc Airbnb IncABNB Lafayette Investments, Inc.'s holding in Airbnb Inc over time	0.16%	5,977	$855.3K 0.16%	increased 6.14 percentadded

ABT Abbott Laboratories Abbott LaboratoriesABT Lafayette Investments, Inc.'s holding in Abbott Laboratories over time	0.04%	2,571	$233.3K 0.04%	unchanged 0 percentunchanged

ACN Accenture Plc Ireland Accenture Plc IrelandACN Lafayette Investments, Inc.'s holding in Accenture Plc Ireland over time	0.56%	24,231	$3.02M 0.56%	increased 49.69 percentadded

ADBE Adobe Inc Adobe IncADBE Lafayette Investments, Inc.'s holding in Adobe Inc over time	0.5%	13,365	$2.74M 0.5%	decreased 0.79 percentreduced

ADP Automatic Data Processing In Automatic Data Processing InADP Lafayette Investments, Inc.'s holding in Automatic Data Processing In over time	0.13%	3,143	$703.9K 0.13%	increased 3.66 percentadded

AEP American Elec Pwr Co Inc American Elec Pwr Co IncAEP Lafayette Investments, Inc.'s holding in American Elec Pwr Co Inc over time	0.04%	1,650	$225.7K 0.04%	unchanged 0 percentunchanged

ALL Allstate Corp Allstate CorpALL Lafayette Investments, Inc.'s holding in Allstate Corp over time	0.07%	1,685	$400.9K 0.07%	unchanged 0 percentunchanged

ALLE Allegion Plc Allegion PlcALLE Lafayette Investments, Inc.'s holding in Allegion Plc over time	0.59%	22,880	$3.21M 0.59%	decreased 3.04 percentreduced

ALRS Alerus Finl Corp Alerus Finl CorpALRS Lafayette Investments, Inc.'s holding in Alerus Finl Corp over time	0.13%	21,900	$681.1K 0.13%	unchanged 0 percentunchanged

AMAT Applied Matls Inc Applied Matls IncAMAT Lafayette Investments, Inc.'s holding in Applied Matls Inc over time	0.04%	300	$216.9K 0.04%	new position

AMZN Amazon Com Inc Amazon Com IncAMZN Lafayette Investments, Inc.'s holding in Amazon Com Inc over time	1.09%	24,747	$5.90M 1.09%	increased 5.19 percentadded

ANET Arista Networks Inc Arista Networks IncANET Lafayette Investments, Inc.'s holding in Arista Networks Inc over time	0.67%	21,444	$3.64M 0.67%	decreased 2.29 percentreduced

AON Aon Plc Aon PlcAON Lafayette Investments, Inc.'s holding in Aon Plc over time	0.42%	6,780	$2.25M 0.42%	decreased 0.29 percentreduced

AOS Smith A O Corp Smith A O CorpAOS Lafayette Investments, Inc.'s holding in Smith A O Corp over time	0.5%	42,940	$2.69M 0.5%	decreased 6.98 percentreduced

ASML Asml Hldg Nv Asml Hldg Nv ASML Lafayette Investments, Inc.'s holding in Asml Hldg Nv over time	0.88%	2,387	$4.75M 0.88%	decreased 3.56 percentreduced

AUB Atlantic Un Bankshares Corp Atlantic Un Bankshares CorpAUB Lafayette Investments, Inc.'s holding in Atlantic Un Bankshares Corp over time	0.07%	9,145	$386.9K 0.07%	unchanged 0 percentunchanged

AVB Avalonbay Cmntys Inc Avalonbay Cmntys IncAVB Lafayette Investments, Inc.'s holding in Avalonbay Cmntys Inc over time	0.05%	1,350	$254.7K 0.05%	unchanged 0 percentunchanged

AVGO Broadcom Inc Broadcom IncAVGO Lafayette Investments, Inc.'s holding in Broadcom Inc over time	0.4%	5,754	$2.17M 0.4%	decreased 10.15 percentreduced