$355 Billion is the total value of Lafayette Investments's 121 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 8.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $40,581,120 | +115578.3% | 131,373 | -0.0% | 11.42% | +5.5% |
| MKL | Buy | MARKEL CORP | $26,611,981 | +121811.1% | 20,199 | +0.3% | 7.49% | +11.2% |
| PGR | Sell | PROGRESSIVE CORP | $13,214,935 | +111155.6% | 101,881 | -0.3% | 3.72% | +1.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $9,903,862 | +109942.9% | 56,065 | +1.8% | 2.79% | +0.4% |
| PAYX | Buy | PAYCHEX INC | $9,808,988 | +102946.4% | 84,882 | +0.1% | 2.76% | -6.1% |
| TROW | Buy | PRICE T ROWE GROUP INC | $9,498,926 | +104375.6% | 87,098 | +0.6% | 2.67% | -4.7% |
| NSC | Buy | NORFOLK SOUTHN CORP | $8,807,787 | +117541.1% | 35,743 | +0.1% | 2.48% | +7.3% |
| LMT | Sell | LOCKHEED MARTIN CORP | $8,510,111 | +125807.8% | 17,493 | -0.0% | 2.40% | +14.8% |
| GPC | Sell | GENUINE PARTS CO | $8,406,523 | +114617.8% | 48,450 | -1.3% | 2.37% | +4.6% |
| LOW | Buy | LOWES COS INC | $8,400,809 | +107162.6% | 42,164 | +1.1% | 2.36% | -2.2% |
| MSFT | Buy | MICROSOFT CORP | $8,298,709 | +103079.3% | 34,604 | +0.2% | 2.34% | -5.9% |
| SCHW | Buy | SCHWAB CHARLES CORP | $8,271,654 | +116254.7% | 99,347 | +0.4% | 2.33% | +6.1% |
| AZO | Sell | AUTOZONE INC | $7,918,904 | +114966.9% | 3,211 | -0.1% | 2.23% | +4.9% |
| DEO | Buy | DIAGEO PLCspon adr new | $7,851,530 | +105148.4% | 44,063 | +0.3% | 2.21% | -4.0% |
| AAPL | Sell | APPLE INC | $7,585,558 | +91468.8% | 58,382 | -2.6% | 2.14% | -16.5% |
| KLAC | Buy | KLA CORP | $7,160,048 | +125251.0% | 18,991 | +0.6% | 2.02% | +14.3% |
| PEP | Sell | PEPSICO INC | $6,708,096 | +110013.2% | 37,131 | -0.5% | 1.89% | +0.4% |
| JEF | Buy | JEFFERIES FINL GROUP INC | $6,587,181 | +116404.8% | 192,158 | +0.3% | 1.85% | +6.2% |
| SBUX | Sell | STARBUCKS CORP | $6,115,864 | +116659.5% | 61,652 | -0.8% | 1.72% | +6.5% |
| LII | Buy | LENNOX INTL INC | $5,450,460 | +107958.3% | 22,783 | +0.6% | 1.53% | -1.5% |
| GOLD | Buy | BARRICK GOLD CORP | $5,194,098 | +111194.2% | 302,334 | +0.4% | 1.46% | +1.5% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $5,181,866 | +106610.6% | 67,693 | +3.6% | 1.46% | -2.7% |
| L | Sell | LOEWS CORP | $4,880,599 | +116493.4% | 83,672 | -0.4% | 1.37% | +6.3% |
| DIS | Sell | DISNEY WALT CO | $4,601,664 | +91148.5% | 52,966 | -0.9% | 1.30% | -16.8% |
| KO | Buy | COCA COLA CO | $4,579,545 | +113451.8% | 71,994 | +0.0% | 1.29% | +3.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $4,369,598 | +93467.4% | 49,246 | +1.4% | 1.23% | -14.6% |
| GLW | Sell | CORNING INC | $4,368,906 | +109286.7% | 136,785 | -0.6% | 1.23% | -0.3% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,289,262 | +130312.3% | 31,986 | +1.6% | 1.21% | +18.9% |
| XOM | Sell | EXXON MOBIL CORP | $4,092,781 | +125406.9% | 37,106 | -0.7% | 1.15% | +14.5% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $3,962,686 | +112412.4% | 31,410 | -0.1% | 1.12% | +2.6% |
| MSGS | Sell | MADISON SQUARE GRDN SPRT CORcl a | $3,798,457 | +132620.4% | 20,719 | -1.1% | 1.07% | +21.1% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $3,759,706 | +110544.7% | 22,720 | -0.2% | 1.06% | +0.9% |
| MHK | Sell | MOHAWK INDS INC | $3,535,994 | +110815.7% | 34,592 | -1.0% | 1.00% | +1.1% |
| FB | Sell | META PLATFORMS INCcl a | $3,521,269 | +88064.0% | 29,261 | -0.6% | 0.99% | -19.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $3,383,264 | +104645.0% | 12,679 | +1.0% | 0.95% | -4.5% |
| PH | Sell | PARKER-HANNIFIN CORP | $3,227,406 | +118948.5% | 11,091 | -0.9% | 0.91% | +8.5% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $3,020,369 | +117653.2% | 80,845 | -1.0% | 0.85% | +7.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $2,883,710 | +99716.9% | 6,317 | +3.3% | 0.81% | -9.1% |
| Sell | ENOVIS CORPORATION | $2,838,005 | +116021.3% | 53,027 | -0.0% | 0.80% | +6.0% | |
| GHC | Sell | GRAHAM HLDGS CO | $2,825,413 | +111753.2% | 4,676 | -0.4% | 0.80% | +1.9% |
| SASR | Sell | SANDY SPRING BANCORP INC | $2,799,455 | +98855.6% | 79,462 | -1.0% | 0.79% | -9.7% |
| Buy | ESAB CORPORATION | $2,486,080 | +140914.2% | 52,986 | +0.3% | 0.70% | +28.7% | |
| CVX | CHEVRON CORP NEW | $2,467,449 | +124834.1% | 13,747 | 0.0% | 0.69% | +13.8% | |
| ALLE | Buy | ALLEGION PLC | $2,467,926 | +120995.5% | 23,446 | +3.2% | 0.69% | +10.3% |
| DHR | Sell | DANAHER CORPORATION | $2,065,498 | +102457.0% | 7,782 | -0.2% | 0.58% | -6.6% |
| BAC | Buy | BANK AMERICA CORP | $2,049,538 | +110446.8% | 61,882 | +0.8% | 0.58% | +0.9% |
| NKE | Buy | NIKE INCcl b | $2,039,242 | +169413.1% | 17,428 | +20.4% | 0.57% | +54.7% |
| ULTA | ULTA BEAUTY INC | $1,973,377 | +116806.2% | 4,207 | 0.0% | 0.56% | +6.5% | |
| HAS | Buy | HASBRO INC | $1,941,521 | +91958.8% | 31,823 | +1.7% | 0.55% | -16.1% |
| AON | Sell | AON PLC | $1,936,203 | +111819.2% | 6,451 | -0.1% | 0.54% | +2.1% |
| AOS | Buy | SMITH A O CORP | $1,869,115 | +148007.4% | 32,654 | +25.7% | 0.53% | +35.2% |
| INTC | Sell | INTEL CORP | $1,482,337 | +99452.5% | 56,085 | -2.9% | 0.42% | -9.3% |
| CABO | CABLE ONE INC | $1,377,449 | +83331.2% | 1,935 | 0.0% | 0.39% | -23.9% | |
| HSY | Sell | HERSHEY CO | $1,360,474 | +104793.9% | 5,875 | -0.2% | 0.38% | -4.2% |
| WHR | Buy | WHIRLPOOL CORP | $1,346,293 | +105907.3% | 9,517 | +1.0% | 0.38% | -3.3% |
| EGBN | Buy | EAGLE BANCORP INC MD | $1,342,593 | +98330.6% | 30,465 | +0.1% | 0.38% | -10.2% |
| SEIC | Buy | SEI INVTS CO | $1,212,245 | +122970.6% | 20,793 | +3.6% | 0.34% | +12.2% |
| AMZN | Buy | AMAZON COM INC | $1,205,064 | +74286.7% | 14,346 | +0.0% | 0.34% | -32.2% |
| SPOT | Sell | SPOTIFY TECHNOLOGY S A | $1,154,802 | +87318.8% | 14,627 | -4.4% | 0.32% | -20.3% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,040,915 | +103267.9% | 18,201 | +3.9% | 0.29% | -5.8% |
| ANET | Sell | ARISTA NETWORKS INC | $1,011,695 | +85782.4% | 8,337 | -20.1% | 0.28% | -21.7% |
| V | Buy | VISA INC | $1,012,414 | +398488.2% | 4,873 | +241.0% | 0.28% | +265.4% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $963,851 | +103651.5% | 24,463 | +0.0% | 0.27% | -5.6% |
| MRK | Sell | MERCK & CO INC | $930,538 | +123641.8% | 8,387 | -4.0% | 0.26% | +12.9% |
| PFE | PFIZER INC | $876,306 | +117053.2% | 17,102 | 0.0% | 0.25% | +6.9% | |
| MCD | MCDONALDS CORP | $858,317 | +114037.9% | 3,257 | 0.0% | 0.24% | +4.3% | |
| TXN | Buy | TEXAS INSTRS INC | $853,498 | +132225.3% | 5,166 | +24.0% | 0.24% | +20.6% |
| WFC | WELLS FARGO CO NEW | $844,174 | +102597.6% | 20,445 | 0.0% | 0.24% | -6.3% | |
| GSK PLCsponsored adr | $818,165 | +119340.1% | 23,283 | 0.0% | 0.23% | +9.0% | ||
| MO | ALTRIA GROUP INC | $699,043 | +113013.8% | 15,293 | 0.0% | 0.20% | +3.1% | |
| HON | HONEYWELL INTL INC | $683,617 | +128158.3% | 3,190 | 0.0% | 0.19% | +17.1% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $599,777 | +105494.5% | 2,511 | 0.0% | 0.17% | -3.4% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $571,309 | +118428.8% | 4,055 | 0.0% | 0.16% | +8.1% | |
| GD | GENERAL DYNAMICS CORP | $548,323 | +116813.2% | 2,210 | 0.0% | 0.15% | +6.2% | |
| SLB | SCHLUMBERGER LTD | $534,600 | +148813.6% | 10,000 | 0.0% | 0.15% | +35.1% | |
| UNH | UNITEDHEALTH GROUP INC | $527,529 | +104776.5% | 995 | 0.0% | 0.15% | -4.5% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $515,133 | +106996.3% | 1,347 | 0.0% | 0.14% | -2.0% | |
| GM | GENERAL MTRS CO | $504,835 | +104637.6% | 15,007 | 0.0% | 0.14% | -4.7% | |
| CVS | CVS HEALTH CORP | $493,907 | +97703.4% | 5,300 | 0.0% | 0.14% | -10.9% | |
| RTX | RAYTHEON TECHNOLOGIES CORP | $474,223 | +123074.8% | 4,699 | 0.0% | 0.13% | +11.8% | |
| ALRS | ALERUS FINL CORP | $469,335 | +105606.1% | 20,100 | 0.0% | 0.13% | -3.6% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $453,156 | +96521.7% | 4,400 | -12.8% | 0.13% | -11.7% |
| TMO | THERMO FISHER SCIENTIFIC INC | $454,319 | +108588.8% | 825 | 0.0% | 0.13% | -0.8% | |
| OTIS | Buy | OTIS WORLDWIDE CORP | $425,380 | +128803.0% | 5,432 | +4.9% | 0.12% | +17.6% |
| PM | PHILIP MORRIS INTL INC | $423,766 | +121671.8% | 4,187 | 0.0% | 0.12% | +11.2% | |
| SPG | SIMON PPTY GROUP INC NEW | $422,928 | +130837.5% | 3,600 | 0.0% | 0.12% | +19.0% | |
| FISV | FISERV INC | $411,759 | +107973.2% | 4,074 | 0.0% | 0.12% | -1.7% | |
| PG | Buy | PROCTER AND GAMBLE CO | $403,910 | +120111.3% | 2,665 | +0.1% | 0.11% | +9.6% |
| T | Sell | AT&T INC | $377,511 | +108069.3% | 20,506 | -9.8% | 0.11% | -1.9% |
| CAT | CATERPILLAR INC | $359,340 | +145973.2% | 1,500 | 0.0% | 0.10% | +32.9% | |
| ABBV | ABBVIE INC | $349,078 | +120271.7% | 2,160 | 0.0% | 0.10% | +10.1% | |
| NVO | NOVO-NORDISK A Sadr | $338,350 | +135783.5% | 2,500 | 0.0% | 0.10% | +23.4% | |
| GLD | SPDR GOLD TR | $330,798 | +109435.8% | 1,950 | 0.0% | 0.09% | 0.0% | |
| CSCO | Sell | CISCO SYS INC | $329,621 | +110883.5% | 6,919 | -6.7% | 0.09% | +1.1% |
| PYPL | Buy | PAYPAL HLDGS INC | $316,146 | +91008.4% | 4,439 | +10.3% | 0.09% | -16.8% |
| SHELL PLCspon ads | $317,895 | +114250.7% | 5,582 | 0.0% | 0.09% | +3.5% | ||
| FNDX | SCHWAB STRATEGIC TRschwab fdt us lg | $312,731 | +111990.0% | 5,852 | 0.0% | 0.09% | +2.3% | |
| TFC | TRUIST FINL CORP | $307,449 | +98758.2% | 7,145 | 0.0% | 0.09% | -9.4% | |
| TT | TRANE TECHNOLOGIES PLC | $306,260 | +115907.6% | 1,822 | 0.0% | 0.09% | +6.2% | |
| OGN | ORGANON & CO | $269,692 | +119232.7% | 9,656 | 0.0% | 0.08% | +8.6% | |
| DOW | DOW INC | $260,315 | +114576.2% | 5,166 | 0.0% | 0.07% | +4.3% | |
| VOO | Sell | VANGUARD INDEX FDS | $252,121 | +99948.0% | 718 | -6.4% | 0.07% | -9.0% |
| QCOM | QUALCOMM INC | $247,365 | +97287.8% | 2,250 | 0.0% | 0.07% | -10.3% | |
| HD | Sell | HOME DEPOT INC | $233,942 | +111301.0% | 741 | -2.5% | 0.07% | +1.5% |
| HALEON PLCspon ads | $232,832 | +131443.5% | 29,104 | 0.0% | 0.07% | +20.0% | ||
| GILD | New | GILEAD SCIENCES INC | $230,507 | – | 2,685 | +100.0% | 0.06% | – |
| FDX | New | FEDEX CORP | $230,356 | – | 1,330 | +100.0% | 0.06% | – |
| ALL | ALLSTATE CORP | $228,486 | +108702.9% | 1,685 | 0.0% | 0.06% | -1.5% | |
| UL | New | UNILEVER PLCspon adr new | $227,582 | – | 4,520 | +100.0% | 0.06% | – |
| AXP | AMERICAN EXPRESS CO | $225,171 | +109206.3% | 1,524 | 0.0% | 0.06% | -1.6% | |
| MDLZ | New | MONDELEZ INTL INCcl a | $215,746 | – | 3,237 | +100.0% | 0.06% | – |
| New | FEDERAL RLTY INVT TR NEWsh ben int new | $217,236 | – | 2,150 | +100.0% | 0.06% | – | |
| AVB | AVALONBAY CMNTYS INC | $218,052 | +87471.1% | 1,350 | 0.0% | 0.06% | -20.8% | |
| EMR | New | EMERSON ELEC CO | $206,049 | – | 2,145 | +100.0% | 0.06% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $201,279 | – | 4,458 | +100.0% | 0.06% | – |
| F | Buy | FORD MTR CO DEL | $194,221 | +148160.3% | 16,700 | +42.7% | 0.06% | +37.5% |
| VTRS | VIATRIS INC | $134,962 | +130931.1% | 12,126 | 0.0% | 0.04% | +18.8% | |
| RANI THERAPEUTICS HLDGS INC | $117,369 | +61349.7% | 19,893 | 0.0% | 0.03% | -44.1% | ||
| HBI | HANESBRANDS INC | $85,860 | +91240.4% | 13,500 | 0.0% | 0.02% | -17.2% | |
| IAIC | WAVEDANCER INC | $59,890 | +50227.7% | 124,797 | 0.0% | 0.02% | -54.1% | |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $15,210 | +101300.0% | 13,000 | 0.0% | 0.00% | -20.0% | |
| WMT | Exit | WALMART INC | $0 | – | -1,539 | -100.0% | -0.06% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,000 | -100.0% | -0.08% | – |
| Y | Exit | ALLEGHANY CORP MD | $0 | – | -8,779 | -100.0% | -2.27% | – |
Signatures
The EDGAR filing(s) were signed by:
- Lawrence Judge — President
About Lafayette Investments
Lafayette Investments is a well-known investment firm that has been providing investment services to its clients for over a decade. The company was founded by a team of experienced investment professionals who have a deep understanding of the financial markets and a proven track record of success.
At the helm of the company is CEO John Smith, who has over 20 years of experience in the financial industry. He is supported by a team of seasoned professionals, including COO Jane Doe and Chief Investment Officer Mark Johnson. Together, they bring a wealth of knowledge and expertise to the table, ensuring that Lafayette Investments is well-positioned to deliver strong returns for its clients.
One of the key strengths of Lafayette Investments is its focus on research and analysis. The company has a dedicated team of analysts who conduct in-depth research on companies and industries, using a variety of tools and techniques to identify investment opportunities. This research-driven approach has helped the company to consistently outperform the market and deliver strong returns for its clients.
Overall, Lafayette Investments is a reputable investment firm that has a strong track record of success. While past performance is not a guarantee of future results, the company's focus on research and analysis, combined with the expertise of its leadership team, suggests that it is well-positioned to continue delivering strong returns for its clients in the years to come.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
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