Lafayette Investments holdings history

229 is the total number of securities Lafayette Investments has owned. The longest Lafayette Investments has owned a single stock is 42 quarters.

Lafayette Investments historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
BRKB BERKSHIRE HATHAWAY INC...42428.38%9.88%12.38%Q2 2013Q3 202342
MKL MARKEL GROUP INC42425.74%7.54%9.31%Q2 2013Q3 202342
JNJ JOHNSON & JOHNSON42421.81%3.73%5.47%Q2 2013Q3 202342
PGR Progressive Corp Ohio Com42422.52%3.16%4.16%Q2 2013Q3 202342
NSC NORFOLK SOUTHN CORP42421.90%2.83%4.20%Q2 2013Q3 202342
MSFT Microsoft Corp Com42421.75%2.77%3.86%Q2 2013Q3 202342
PAYX PAYCHEX INC42421.99%2.47%3.20%Q2 2013Q3 202342
L LOEWS CORP42421.26%2.42%3.17%Q2 2013Q3 202342
XOM EXXON MOBIL CORP42420.64%2.25%4.06%Q2 2013Q3 202342
PEP PEPSICO INC42421.65%2.21%2.61%Q2 2013Q3 202342
DIS Walt Disney Holding Co42420.84%2.00%2.79%Q2 2013Q3 202342
GPC Genuine Parts Co Com42421.54%1.99%2.53%Q2 2013Q3 202342
HAS Hasbro Inc Com42420.47%1.79%2.93%Q2 2013Q3 202342
KO Coca-Cola Corp42421.04%1.79%3.04%Q2 2013Q3 202342
WFC WELLS FARGO CO NEW42420.20%1.71%2.74%Q2 2013Q3 202342
GLW Corning Inc Com42421.02%1.57%2.24%Q2 2013Q3 202342
MMC MARSH & MCLENNAN COS INC42420.90%1.31%1.85%Q2 2013Q3 202342
SASR SANDY SPRING BANCORP INC42420.31%1.30%1.89%Q2 2013Q3 202342
IBM INTERNATIONAL BUSINESS...42420.13%1.24%2.99%Q2 2013Q3 202342
BAC BK OF AMERICA CORP42420.42%0.61%0.80%Q2 2013Q3 202342
JPM JPMORGAN CHASE & CO42420.19%0.59%1.38%Q2 2013Q3 202342
COST COSTCO WHSL CORP NEW42420.11%0.31%0.97%Q2 2013Q3 202342
PFE Pfizer Inc Com42420.16%0.25%0.37%Q2 2013Q3 202342
T AT&T INC42420.08%0.17%0.27%Q2 2013Q3 202342
HON HONEYWELL INTL INC42420.10%0.15%0.32%Q2 2013Q3 202342
VZ VERIZON COMMUNICATIONS...28130.09%0.19%0.40%Q2 2013Q3 202341
ALRS Alerus Finl Corp Com24170.09%0.15%0.19%Q2 2013Q3 202341
GHC Graham Holdings Co40400.36%0.78%1.57%Q4 2013Q3 202340
MO ALTRIA GROUP INC40400.08%0.13%0.20%Q4 2013Q3 202340
Y ALLEGHANY CORP MD38381.82%3.11%3.93%Q2 2013Q3 202238
GSK GSK PLC37370.30%0.55%0.92%Q2 2013Q2 202237
WBA Walgreens Boots Allian...36360.48%2.43%4.70%Q4 2014Q3 202336
WRE WASHINGTON REAL ESTATE...2960.05%0.13%0.19%Q2 2013Q1 202235
AVB Avalonbay Comm Reit Inc.21140.06%0.09%0.11%Q4 2014Q3 202335
CVX Chevrontexaco Corp Com21130.09%0.30%0.69%Q2 2013Q3 202334
PM Philip Morris Intl Inc...20140.07%0.13%0.19%Q2 2013Q3 202334
TROW T Rowe Price Group Inc33332.20%3.03%4.10%Q3 2015Q3 202333
CABO Cable One Inc Com33330.32%0.94%2.03%Q3 2015Q3 202333
MCD MCDONALDS CORP32320.08%0.16%0.29%Q4 2015Q3 202332
BXP BOSTON PROPERTIES INC2910.05%0.11%0.14%Q2 2013Q1 202232
DVD DOVER MOTORSPORTS INC31310.03%0.07%0.10%Q2 2013Q4 202031
DEO Diageo Plc Spon Adr New30300.09%1.42%2.30%Q2 2016Q3 202330
FRT FEDERAL RLTY INVT TR2730.07%0.12%0.17%Q2 2013Q3 202130
CFX Colfax Corp Com29291.29%2.12%2.86%Q1 2015Q1 202229
MSGS MADISON SQUARE GRDN SP...28280.88%2.04%4.21%Q4 2016Q3 202328
GE General Electric Corp28280.04%0.17%0.29%Q2 2013Q1 202028
WMT Wal Mart Stores Inc Com2210.06%2.88%5.13%Q2 2013Q3 202227
ABBV Abbvie Inc. Com17100.08%0.14%0.40%Q2 2015Q3 202327
EFA IShares Tr MSCI Eafe Idx27270.07%0.10%0.13%Q2 2013Q4 201927
PNR PENTAIR PLC26260.14%0.43%0.63%Q2 2014Q3 202026
AMZN Amazon Com Inc Com26260.08%0.30%0.60%Q2 2017Q3 202326
INTC INTEL CORP25250.11%0.93%1.75%Q3 2017Q3 202325
GLD SPDR GOLD TRUST1510.08%0.09%0.11%Q2 2013Q3 202325
AAPL APPLE INC24240.07%1.83%2.96%Q4 2017Q3 202324
WHR Whirlpool Corp Com24240.24%0.51%0.83%Q4 2017Q3 202324
NSRGY Nestle Sa-Adr Repstg24240.42%0.50%0.66%Q2 2013Q1 201924
Berkshire Hathaway Inc...24240.25%0.29%0.37%Q2 2013Q1 201924
First Natl Bk Alaska Com24240.12%0.17%0.23%Q2 2013Q1 201924
RD Royal Dutch Shell Plc ...24240.12%0.16%0.23%Q2 2013Q1 201924
FDX Fedex Corp Com2040.06%0.13%0.22%Q3 2017Q3 202324
Becton Dickinson & Co Com23230.25%1.74%2.42%Q2 2013Q4 201823
DOV Dover Corp Com23230.95%1.56%2.28%Q2 2013Q4 201823
TEVA TEVA PHARMACEUTICAL IN...23230.05%0.11%0.16%Q4 2013Q2 201923
BBT BB&T CORP1490.08%0.10%0.12%Q4 2013Q3 201923
JEF Jefferies Grp Inc New Com22221.55%2.09%3.08%Q2 2018Q3 202322
PG Procter & Gamble Co12100.08%1.28%2.76%Q2 2013Q3 202322
FB META PLATFORMS INC22220.33%1.19%2.34%Q2 2018Q3 202322
SBUX Starbucks Corp Com22220.10%1.12%1.75%Q2 2018Q3 202322
GOOG ALPHABET INC Cap Stk Cl C22220.12%1.12%2.49%Q2 2018Q3 202322
DOFSQ DIAMOND OFFSHORE DRILL...22220.02%0.38%0.75%Q4 2014Q1 202022
MHK Mohawk Inds Inc Com2010.13%1.35%2.36%Q2 2013Q3 202321
LUK Leucadia National Corp20202.26%3.13%3.98%Q2 2013Q1 201820
LOW Lowes Cos Inc Com1910.08%1.74%3.45%Q4 2017Q3 202320
PH Parker Hannifin Corp Com20200.16%0.58%1.17%Q4 2018Q3 202320
UL Unilever Plc Amern Shs1510.06%0.08%0.10%Q3 2017Q3 202320
DISCA DISCOVERY INC Cl A19191.76%2.31%3.36%Q2 2016Q4 202019
MKC McCormick & Co Inc Com...19191.16%1.61%2.06%Q2 2013Q4 201719
LMT LOCKHEED MARTIN CORP19190.25%1.44%2.40%Q1 2019Q3 202319
ATVI Activision Blizzard In...19190.11%0.96%1.58%Q1 2019Q3 202319
SPY SPDR Tr Unit Ser 11810.11%0.16%0.18%Q2 2013Q3 202319
SOR Source Capital Inc19190.09%0.14%0.18%Q2 2013Q4 201719
ALL ALLSTATE CORP510.06%0.08%0.10%Q3 2014Q4 202219
SEIC SEI INVTS CO18180.29%0.34%0.41%Q2 2019Q3 202318
RYAAY RYANAIR HOLDINGS PLC17170.21%1.72%2.47%Q3 2016Q3 202017
JCI JOHNSON CTLS INTL PLC17170.63%1.27%1.89%Q3 2016Q3 202017
ULTA ULTA BEAUTY INC17170.25%0.46%0.63%Q3 2019Q3 202317
DHR DANAHER CORPORATION1430.07%0.36%0.65%Q4 2015Q3 202317
CTSH COGNIZANT TECHNOLOGY S...17170.14%0.34%0.54%Q3 2019Q3 202317
AXP AMERICAN EXPRESS CO1340.06%0.08%0.10%Q1 2019Q3 202317
AZO AUTOZONE INC16160.18%1.51%2.24%Q4 2019Q3 202316
ADP Automatic Data Process...1240.07%0.15%0.21%Q1 2019Q3 202316
BBBY Bed Bath & Beyond Inc Com15150.76%2.27%3.42%Q1 2014Q3 201715
ACN ACCENTURE PLC IRELAND15150.20%1.03%1.30%Q1 2020Q3 202315
NKE NIKE INC15150.32%0.42%0.59%Q1 2020Q3 202315
KLAC KLA CORP14140.34%1.57%2.44%Q2 2020Q3 202314
CHKP CHECK POINT SOFTWARE T...14140.85%1.28%1.81%Q2 2020Q3 202314
ANET ARISTA NETWORKS INC14140.24%0.36%0.48%Q2 2020Q3 202314
MAR MARRIOTT INTL INC NEW14140.12%0.15%0.18%Q3 2018Q4 202114
TFC TRUIST FINL CORP1310.06%0.09%0.13%Q4 2019Q3 202314
SCHW SCHWAB CHARLES CORP13130.11%1.73%2.33%Q3 2020Q3 202313
TYC Tyco Intl Ltd New Com13130.70%0.92%1.09%Q2 2013Q2 201613
ALLE ALLEGION PLC13130.54%0.68%0.81%Q3 2020Q3 202313
HSY HERSHEY CO13130.21%0.35%0.41%Q3 2020Q3 202313
TT TRANE TECHNOLOGIES PLC13130.07%0.09%0.10%Q3 2020Q3 202313
AON AON PLC12120.39%0.50%0.58%Q4 2020Q3 202312
PYPL PAYPAL HLDGS INC12120.08%0.22%0.68%Q4 2020Q3 202312
LCTX LINEAGE CELL THERAPEUT...12120.00%0.01%0.01%Q4 2020Q3 202312
NCLH Norwegian Cruise Line Shs11110.32%1.89%3.17%Q3 2017Q1 202011
GOLD BARRICK GOLD CORP11111.20%1.44%1.73%Q1 2021Q3 202311
TGT Target Corp Com11110.72%0.85%0.95%Q2 2013Q4 201511
DAL DELTA AIR LINES INC DEL11110.24%0.74%1.40%Q1 2018Q3 202011
AGN Allergan Plc11110.16%0.26%0.34%Q2 2015Q4 201711
GD GENERAL DYNAMICS CORP11110.12%0.15%0.20%Q1 2021Q3 202311
ABT Abbott Labs Com650.06%0.10%0.14%Q2 2017Q2 202211
VOO VANGUARD INDEX FDS11110.06%0.08%0.10%Q1 2021Q3 202311
TRIP Tripadvisor Inc Com10100.28%0.52%0.73%Q3 2017Q4 201910
EGBN EAGLE BANCORP INC MD10100.13%0.37%0.53%Q2 2021Q3 202310
SPOT SPOTIFY TECHNOLOGY S A10100.06%0.36%0.54%Q2 2021Q3 202310
MRK MERCK & CO INC10100.17%0.23%0.30%Q2 2021Q3 202310
V VISA INC10100.05%0.18%0.40%Q2 2021Q3 202310
CVS CVS HEALTH CORP10100.14%0.15%0.16%Q2 2021Q3 202310
TMO THERMO FISHER SCIENTIF...10100.11%0.14%0.19%Q2 2021Q3 202310
FISV FISERV INC10100.12%0.14%0.19%Q2 2021Q3 202310
FWONK Liberty Media Corp Del...10100.08%0.13%0.24%Q3 2017Q4 201910
UNH UNITEDHEALTH GROUP INC10100.11%0.13%0.16%Q2 2021Q3 202310
OTIS OTIS WORLDWIDE CORP10100.06%0.12%0.18%Q2 2021Q3 202310
RTX RTX CORPORATION10100.10%0.11%0.13%Q2 2021Q3 202310
CAT CATERPILLAR INC10100.08%0.10%0.13%Q2 2021Q3 202310
CSCO Cisco Sys Inc Com820.07%0.09%0.12%Q3 2018Q1 202310
SPG SIMON PPTY GROUP INC NEW10100.07%0.09%0.12%Q2 2021Q3 202310
NVO NOVO-NORDISK A S10100.06%0.09%0.12%Q2 2021Q3 202310
QCOM QUALCOMM INC10100.06%0.07%0.10%Q2 2021Q3 202310
DOW DOW INC10100.06%0.07%0.08%Q2 2021Q3 202310
CB Chubb Corp990.16%0.17%0.18%Q2 2013Q2 20159
DUK DUKE ENERGY CORP NEW990.08%0.15%0.19%Q2 2021Q2 20239
GM GENERAL MTRS CO990.06%0.13%0.15%Q3 2021Q3 20239
ISCA International Speedway...880.41%0.47%0.52%Q2 2013Q1 20158
KN Knowles Corp Com880.15%0.28%0.38%Q1 2014Q4 20158
FRFHF Fairfax Finl Hldgs Ltd...880.17%0.28%0.36%Q2 2017Q1 20198
UNP Union Pac Corp880.08%0.10%0.10%Q2 2016Q1 20188
HD HOME DEPOT INC880.05%0.06%0.07%Q4 2021Q3 20238
MDLZ MONDELEZ INTL INC410.05%0.06%0.06%Q2 2021Q3 20238
IAIC WAVEDANCER INC880.01%0.06%0.16%Q4 2021Q3 20238
F FORD MTR CO DEL880.04%0.05%0.07%Q4 2021Q3 20238
F113PS Covidien PLC771.62%2.60%3.53%Q2 2013Q4 20147
LII LENNOX INTL INC770.73%1.58%2.31%Q1 2022Q3 20237
MDT Medtronic Plc770.70%0.93%1.29%Q1 2015Q3 20167
Allergan770.43%0.58%0.79%Q2 2013Q4 20147
ADT ADT Corp770.39%0.48%0.56%Q2 2013Q4 20147
BMY Bristol-Meyers Squibb310.09%0.11%0.13%Q2 2013Q2 20167
RDSA ROYAL DUTCH SHELL PLC430.06%0.10%0.17%Q2 2019Q4 20217
SHELL PLC770.08%0.08%0.09%Q1 2022Q3 20237
FBHS FORTUNE BRANDS HOME & ...770.06%0.08%0.10%Q3 2020Q1 20227
NVDA NVIDIA CORPORATION430.06%0.08%0.10%Q2 2021Q3 20237
OGN ORGANON & CO770.06%0.08%0.09%Q3 2021Q1 20237
WAG Walgreen Co663.00%3.71%4.33%Q2 2013Q3 20146
CTXS CITRIX SYS INC660.25%0.96%1.30%Q3 2020Q4 20216
ESAB CORPORATION660.54%0.78%0.94%Q2 2022Q3 20236
ENOVIS CORPORATION660.48%0.72%0.88%Q2 2022Q3 20236
CLX CLOROX CO DEL660.07%0.09%0.10%Q1 2021Q2 20226
SO SOUTHERN CO660.07%0.07%0.08%Q2 2021Q3 20226
EMR EMERSON ELEC CO420.06%0.06%0.07%Q2 2021Q3 20236
AMTD TD AMERITRADE HLDG CORP550.78%0.98%1.26%Q3 2019Q3 20205
AOS SMITH A O CORP550.39%0.61%0.74%Q3 2022Q3 20235
BKNG BOOKING HOLDINGS INC550.26%0.54%0.82%Q2 2019Q2 20205
TXN TEXAS INSTRS INC550.20%0.31%0.42%Q3 2022Q3 20235
GSK PLC550.21%0.23%0.25%Q3 2022Q3 20235
CAG CONAGRA BRANDS INC550.12%0.14%0.18%Q2 2021Q2 20225
SLB SCHLUMBERGER LTD550.11%0.13%0.15%Q3 2022Q3 20235
FNDX SCHWAB STRATEGIC TR550.09%0.09%0.09%Q3 2022Q3 20235
HALEON PLC550.06%0.06%0.07%Q3 2022Q3 20235
GOOGL ALPHABET INC320.06%0.06%0.07%Q3 2021Q3 20235
KHC KRAFT HEINZ CO550.05%0.06%0.07%Q2 2021Q2 20225
HPQ HP INC320.06%0.06%0.07%Q1 2021Q2 20225
FEDERAL RLTY INVT TR NEW320.06%0.06%0.06%Q1 2022Q2 20235
RANI THERAPEUTICS HLDG...550.01%0.03%0.06%Q3 2022Q3 20235
TMEN Thermoenergy Corp Com550.00%0.00%0.00%Q2 2013Q2 20145
PNR Pentair Ltd440.51%0.58%0.62%Q2 2013Q1 20144
NVT Nvent Electric Plc Shs440.22%0.22%0.24%Q2 2018Q1 20194
C CITIGROUP INC440.06%0.07%0.07%Q2 2021Q1 20224
SCHX SCHWAB STRATEGIC TR440.06%0.06%0.06%Q4 2022Q3 20234
GILD GILEAD SCIENCES INC440.05%0.06%0.06%Q4 2022Q3 20234
FVCB FVCBANKCORP INC310.04%0.04%0.05%Q1 2022Q3 20234
VTRS VIATRIS INC440.03%0.04%0.04%Q1 2022Q4 20224
HBI HANESBRANDS INC440.02%0.03%0.04%Q2 2022Q1 20234
PCP Precision Castparts Cp...332.76%3.09%3.34%Q2 2015Q4 20153
SYY Sysco Corp332.55%2.66%2.73%Q2 2013Q4 20133
MSGE MADISON SQUARE GRDN EN...330.55%0.66%0.81%Q2 2020Q4 20203
WAT WATERS CORP330.07%0.26%0.61%Q1 2023Q3 20233
APY Apergy Corp Com330.19%0.25%0.28%Q2 2018Q4 20183
Beam Inc Com330.16%0.17%0.17%Q2 2013Q4 20133
VITESSE ENERGY INC330.12%0.13%0.13%Q1 2023Q3 20233
IVV ISHARES TR330.08%0.08%0.08%Q2 2020Q4 20203
IR INGERSOLL-RAND PLC330.08%0.08%0.08%Q2 2019Q4 20193
CMCSA COMCAST CORP NEW CL A330.08%0.08%0.08%Q1 2019Q3 20193
FNDA SCHWAB STRATEGIC TR330.06%0.06%0.06%Q1 2023Q3 20233
KMI KINDER MORGAN INC DEL330.05%0.06%0.06%Q2 2021Q4 20213
FAST FASTENAL CO210.05%0.05%0.06%Q4 2021Q2 20233
DELL Dell Computer Corp Com221.83%1.87%1.90%Q2 2013Q3 20132
WPO Washington Post Co Cl B221.05%1.20%1.34%Q2 2013Q3 20132
JOE St Joe Corporation220.78%0.80%0.83%Q2 2013Q3 20132
BRKA BERKSHIRE HATHAWAY INC...220.22%0.28%0.34%Q2 2019Q3 20192
MNKKQ Mallinckrodt220.24%0.25%0.27%Q3 2013Q4 20132
DVAX Dynavax Technologies C...220.10%0.11%0.12%Q3 2018Q4 20182
ARCC ARES CAPITAL CORP220.10%0.10%0.11%Q2 2023Q3 20232
ANNALY CAPITAL MANAGEM...220.10%0.10%0.10%Q2 2023Q3 20232
BA BOEING CO220.07%0.08%0.08%Q1 2019Q2 20192
ADBE ADOBE SYSTEMS INCORPOR...220.06%0.07%0.07%Q2 2023Q3 20232
DVA DAVITA INC220.06%0.06%0.07%Q2 2021Q3 20212
HSIC HENRY SCHEIN INC220.06%0.06%0.06%Q2 2021Q3 20212
DLR DIGITAL RLTY TR INC220.06%0.06%0.06%Q2 2021Q3 20212
KSU KANSAS CITY SOUTHERN220.06%0.06%0.06%Q2 2021Q3 20212
AEP AMERICAN ELEC PWR CO INC220.06%0.06%0.06%Q2 2021Q3 20212
CARR CARRIER GLOBAL CORPORA...220.05%0.06%0.06%Q4 2021Q1 20222
VTI VANGUARD INDEX FDS220.06%0.06%0.06%Q4 2021Q1 20222
TEL TE Connectivity Ltd111.68%1.68%1.68%Q2 2013Q2 20131
RCL Royal Caribbean Cruise...110.55%0.55%0.55%Q4 2018Q4 20181
B108PS Actavis Inc Com110.33%0.33%0.33%Q1 2015Q1 20151
MTD METTLER TOLEDO INTERNA...110.17%0.17%0.17%Q3 2023Q3 20231
CWGL Crimson Wine Group Ltd110.10%0.10%0.10%Q2 2013Q2 20131
HZNP Horizon Pharma Plc Shs110.10%0.10%0.10%Q2 2015Q2 20151
SNI Scripps Networks Inter...110.08%0.08%0.08%Q2 2017Q2 20171
AVGO BROADCOM INC110.06%0.06%0.06%Q3 2023Q3 20231
ASML ASML HOLDING N V110.06%0.06%0.06%Q3 2023Q3 20231
FDS FACTSET RESH SYS INC110.06%0.06%0.06%Q3 2023Q3 20231
DPZ DOMINOS PIZZA INC110.06%0.06%0.06%Q3 2023Q3 20231
WARNER BROS DISCOVERY INC110.04%0.04%0.04%Q2 2022Q2 20221
CDK CDK GLOBAL INC110.00%0.00%0.00%Q1 2022Q1 20221
BRHI Braintech Inc New Com110.00%0.00%0.00%Q2 2013Q2 20131

The securities at the top of the list , including BERKSHIRE HATHAWAY INC DEL, MARKEL GROUP INC, and JOHNSON & JOHNSON, are the highest-conviction holdings of Lafayette Investments.

The conviction is calculated by counting the number of quarters a security has been reported by Lafayette Investments. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Lafayette Investments owns currently or has owned in the past.