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| Lafayette Investments Inc
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|
|
|---|---|
| CRD # | 22471 |
| SEC # | 801-32522 |
| CIK # | 0001308377 |
| AUM | $715.6 MM (2023-03-31) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 301-570-2959 |
| Address | 17830 New Hampshire Avenue Ashton, MD 20861 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001308377 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Markel Corp | 17,609.0 | 25.7 | |
| Progressive Corp/Oh/ | 67,509.2 | 14.5 | |
| Microsoft Corp | 1,918,222.4 | 10.0 | |
| Price T Rowe Group Inc | 26,791.5 | 9.9 | |
| Paychex Inc | 43,278.8 | 9.8 | |
| Apple Inc | 2,382,844.0 | 9.6 | |
| Johnson & Johnson | 465,600.2 | 8.6 | |
| Lowes Companies Inc | 111,668.6 | 8.6 | |
| Diageo PLC | 102,395.2 | 8.1 | |
| Genuine Parts Co | 19,179.1 | 8.0 | |
| Lockheed Martin Corp | 111,953.9 | 8.0 | |
| Autozone Inc | 41,417.6 | 7.9 | |
| KLA Tencor Corp | 49,261.0 | 7.6 | |
| Norfolk Southern Corp | 53,956.1 | 7.5 | |
| Alphabet Inc | 1,482,566.4 | 7.3 | |
| PepsiCo Inc | 226,773.9 | 6.5 | |
| Starbucks Corp | 87,554.3 | 6.3 | |
| Leucadia National Corp | 6,766.0 | 6.0 | |
| Barrick Gold Corp | 33,007.1 | 5.9 | |
| Lennox International Inc | 7,270.2 | 5.9 | |
| Activision Blizzard Inc | 60,330.0 | 5.7 | |
| Walt Disney Co | 174,716.7 | 5.2 | |
| Schwab Charles Corp | 121,688.8 | 4.9 | |
| Corning Inc /NY | 27,449.9 | 4.7 | |
| Loews Corp | 14,650.8 | 4.7 | |
| Coca Cola Co | 269,985.6 | 4.3 | |
| Exxon Mobil Corp | 385,508.3 | 4.0 | |
| Madison Square Garden Co | 3,660.1 | 4.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 25.6 |
| (b) Individuals (high net worth individuals) | 155 | 543.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 28.4 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 116.0 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 715.6 |
| By Discretionary | ||
| Discretionary | 555 | 715.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 555 | 715.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 715.6 | |
| Total | 555 | 715.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001308377] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Eagle Bay Advisors LLC
✚
|
NY | 0.7 |
|
HTG Investment Advisors Inc
✚
|
CT | 0.7 |
|
Fierston Financial Group Inc
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|
CT | 0.7 |
|
Stephens Consulting LLC
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|
MI | 0.7 |
|
Walter & Keenan Wealth Management LLC
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|
IN | 0.7 |
|
Timescale Financial Inc
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|
MA | 0.7 |
|
LWMG LLC
✚
|
MN | 0.7 |
|
Naviter Wealth LLC
✚
|
AR | 0.7 |
|
Roberts Glore & Co
✚
|
IL | 0.7 |
|
Sprinkle Financial Consultants LLC
✚
|
CO | 0.7 |