Lafayette Investments, Inc. 13F 持仓 · 2026年Q2
Lafayette Investments 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 162 只证券，申报市值合计 5.42 亿美元。前几大持仓：BRKB（10.93%）、KLAC（8.13%）、MKL（7.17%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $59.3M | 10.93% | 118,489 | 增持 |
| 2 | KLAC | KLA CORP | $44.1M | 8.13% | 146,113 | 增持 |
| 3 | MKL | MARKEL GROUP INC | $38.9M | 7.17% | 19,924 | 增持 |
| 4 | GOOG | ALPHABET INC | $24.2M | 4.46% | 68,406 | 减持 |
| 5 | PGR | PROGRESSIVE CORP | $19.4M | 3.57% | 88,602 | 增持 |
| 6 | META | META PLATFORMS INC | $15.9M | 2.93% | 28,218 | 减持 |
| 7 | AAPL | APPLE INC | $15.5M | 2.85% | 53,412 | 减持 |
| 8 | MSFT | MICROSOFT CORP | $14.5M | 2.67% | 38,816 | 增持 |
| 9 | JNJ | JOHNSON & JOHNSON | $10.8M | 1.98% | 42,382 | 减持 |
| 10 | NSC | NORFOLK SOUTHN CORP | $10.0M | 1.85% | 31,883 | 减持 |
| 11 | LOW | LOWES COS INC | $9.7M | 1.79% | 44,135 | 增持 |
| 12 | TROW | PRICE T ROWE GROUP INC | $9.6M | 1.77% | 84,377 | 减持 |
| 13 | PAYX | PAYCHEX INC | $9.1M | 1.68% | 92,781 | 增持 |
| 14 | B | BARRICK MNG CORP | $8.9M | 1.64% | 241,470 | 减持 |
| 15 | SCHW | SCHWAB CHARLES CORP | $8.8M | 1.62% | 95,470 | 增持 |
| 16 | AZO | AUTOZONE INC | $8.6M | 1.58% | 2,689 | 减持 |
| 17 | L | LOEWS CORP | $8.1M | 1.49% | 71,544 | 减持 |
| 18 | JEF | JEFFERIES FINANCIAL GROUP IN | $6.9M | 1.27% | 137,730 | 增持 |
| 19 | LMT | LOCKHEED MARTIN CORP | $6.8M | 1.26% | 13,371 | 减持 |
| 20 | PEP | PEPSICO INC | $6.2M | 1.15% | 45,908 | 减持 |
| 21 | PAYC | PAYCOM SOFTWARE INC | $6.1M | 1.13% | 48,733 | 增持 |
| 22 | AMZN | AMAZON COM INC | $5.9M | 1.09% | 24,747 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $5.5M | 1.01% | 40,047 | 减持 |
| 24 | GPC | GENUINE PARTS CO | $5.3M | 0.99% | 45,326 | 减持 |
| 25 | MSGS | MADISON SQUARE GRDN SPRT COR | $5.4M | 0.99% | 13,344 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR