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| Happy Holidays!! thanks for using AUM13F!! |
| Lafayette Investments Inc
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| CRD # | 22471 |
| SEC # | 801-32522 |
| CIK # | 0001308377 |
| AUM | $846.9 M (2025-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 301-570-2959 |
| Address | 17830 New Hampshire Avenue Ashton, MD 20861 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001308377 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Markel Corp | 40.3 | ||
| Progressive Corp/Oh/ | 23.8 | ||
| Facebook Inc | 20.8 | ||
| Microsoft Corp | 17.9 | ||
| KLA Tencor Corp | 17.9 | ||
| Alphabet Inc | 13.0 | ||
| Paychex Inc | 12.8 | ||
| Apple Inc | 12.0 | ||
| Autozone Inc | 11.7 | ||
| Lowes Companies Inc | 10.1 | ||
| Schwab Charles Corp | 8.8 | ||
| Norfolk Southern Corp | 8.6 | ||
| Price T Rowe Group Inc | 8.3 | ||
| Leucadia National Corp | 7.6 | ||
| Johnson & Johnson | 7.3 | ||
| Barrick Gold Corp | 6.9 | ||
| Loews Corp | 6.7 | ||
| Paycom Software Inc | 6.7 | ||
| Lockheed Martin Corp | 6.5 | ||
| PepsiCo Inc | 6.4 | ||
| Starbucks Corp | 5.9 | ||
| Costco Wholesale Corp /NEW | 5.8 | ||
| Genuine Parts Co | 5.8 | ||
| Diageo PLC | 5.7 | ||
| Lennox International Inc | 5.4 | ||
| Check Point Software Technologies Ltd | 5.0 | ||
| J P Morgan Chase & Co | 4.7 | ||
| Coca Cola Co | 4.6 | ||
| Paypal Holdings Inc | 4.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 77 | 28.8 |
| (b) Individuals (high net worth individuals) | 159 | 673.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 34.0 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 109.5 |
| (n) Other | 0 | 0.0 |
| Total | 581 | 846.9 |
| By Discretionary | ||
| Discretionary | 581 | 846.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 581 | 846.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 846.9 | |
| Total | 581 | 846.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001308377] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spectrum Investment Advisors Inc
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|
WI | 0.8 |
|
Hudock Inc
✚
|
PA | 0.8 |
|
Quadra Gestao de Recursos Sa
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|
0.8 | |
|
Decisionpoint Financial LLC
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|
AZ | 0.8 |
|
HH Capital Management Inc
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|
CA | 0.8 |
|
Roberts Glore & Co
✚
|
IL | 0.8 |
|
Morris & Wells Wealth Management
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|
VA | 0.8 |
|
Lantz Financial LLC
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|
IL | 0.8 |
|
NS Management Ltd
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|
0.8 | |
|
Walter & Keenan Wealth Management LLC
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|
IN | 0.8 |