Institutions / Lafayette Investments, Inc. / Activity
Activity — Lafayette Investments, Inc.
128 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Jefferies Financial Group Inc. Common stock | $949 | +23 +0.02% | 137,608 1.15% of portfolio | low |
| Q1 2026 as of | Add | 464287465 Common stock | $1.5K | +15 +0.63% | 2,407 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Cisco Systems, Inc. Common stock | $-1.5K | -19 -0.56% | 3,368 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 405552100 Common stock | $-3.0K | -300 -1.03% | 28,804 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-3.3K | -10 -1.41% | 699 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Lululemon Athletica Inc Common stock | $-3.4K | -22 -1.54% | 1,406 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Sei Investments Co Common stock | $-3.9K | -50 -0.33% | 15,221 0.24% of portfolio | low |
| Q1 2026 as of | Trim | Hershey Co Common stock | $-4.0K | -19 -0.23% | 8,232 0.35% of portfolio | low |
| Q1 2026 as of | Add | Paychex Inc Common stock | $5.4K | +59 +0.07% | 89,504 1.67% of portfolio | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-5.7K | -72 -0.53% | 13,618 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Merck & Co., Inc. Common stock | $-6.1K | -51 -0.53% | 9,635 0.23% of portfolio | low |
| Q1 2026 as of | Add | Chipotle Mexican Grill Inc Common stock | $6.8K | +211 +0.28% | 74,581 0.48% of portfolio | low |
| Q1 2026 as of | Trim | 78463V107 Common stock | $-7.3K | -17 -0.81% | 2,074 0.18% of portfolio | low |
| Q1 2026 as of | Add | MSCI Inc. Common stock | $7.5K | +14 +3.15% | 459 0.05% of portfolio | low |
| Q1 2026 as of | Add | AT&T Inc. Common stock | $8.3K | +288 +1.94% | 15,104 0.09% of portfolio | low |
| Q1 2026 as of | Add | FactSet Research Systems Inc Common stock | $10.6K | +49 +1.09% | 4,524 0.20% of portfolio | low |
| Q1 2026 as of | Add | 25243Q205 Common stock | $11.5K | +154 +0.42% | 36,681 0.55% of portfolio | low |
| Q1 2026 as of | Trim | 37733W204 Common stock | $-13.2K | -240 -1.03% | 23,060 0.26% of portfolio | low |
| Q1 2026 as of | Trim | Philip Morris International Inc. Common stock | $-13.9K | -84 -6.34% | 1,240 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Bank of America Corp /De Common stock | $-15.4K | -315 -0.62% | 50,130 0.49% of portfolio | low |
| Q1 2026 as of | Trim | Marsh & McLennan Companies, Inc. Common stock | $-17.3K | -100 -0.52% | 19,247 0.68% of portfolio | low |
| Q1 2026 as of | Trim | Vitesse Energy, Inc. Common stock | $-18.5K | -1K -5.80% | 16,497 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Lowes Companies Inc Common stock | $-18.9K | -80 -0.18% | 43,928 2.10% of portfolio | low |
| Q1 2026 as of | Add | Mastercard Inc Common stock | $19.0K | +38 +6.05% | 666 0.07% of portfolio | low |
| Q1 2026 as of | Add | Fortinet Inc Common stock | $19.3K | +236 +6.94% | 3,637 0.06% of portfolio | low |
| Q1 2026 as of | Trim | Eagle Bancorp Inc Common stock | $-19.9K | -800 -5.00% | 15,200 0.08% of portfolio | low |
| Q1 2026 as of | Add | 921946810 Common stock | $21.6K | +244 +4.06% | 6,257 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Pfizer Inc Common stock | $-22.1K | -788 -3.90% | 19,399 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Truist Financial Corp Common stock | $-23.0K | -500 -8.73% | 5,227 0.05% of portfolio | low |
| Q1 2026 as of | Trim | General Dynamics Corp Common stock | $-23.3K | -68 -3.74% | 1,749 0.12% of portfolio | low |
| Q1 2026 as of | Trim | Otis Worldwide Corp Common stock | $-25.7K | -334 -2.16% | 15,138 0.24% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $27.0K | +217 +8.70% | 2,711 0.07% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $28.0K | +138 +4.77% | 3,032 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 921943858 Common stock | $-29.2K | -455 -7.02% | 6,025 0.08% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. Common stock | $-30.2K | -105 -2.77% | 3,685 0.21% of portfolio | low |
| Q1 2026 as of | Add | Domino's Pizza Inc. Common stock | $31.2K | +87 +8.40% | 1,123 0.08% of portfolio | low |
| Q1 2026 as of | Add | Palo Alto Networks Inc Common stock | $32.1K | +200 +4.67% | 4,482 0.15% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $32.6K | +105 +1.86% | 5,765 0.36% of portfolio | low |
| Q1 2026 as of | Trim | Brown Forman Corp Common stock | $-33.1K | -1K -2.00% | 61,187 0.33% of portfolio | low |
| Q1 2026 as of | Trim | Lockheed Martin Corp Common stock | $-36.3K | -60 -0.44% | 13,528 1.66% of portfolio | low |
| Q1 2026 as of | Add | 74316P579 Common stock | $37.2K | +704 +1.58% | 45,292 0.48% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-37.9K | -498 -0.78% | 63,091 0.97% of portfolio | low |
| Q1 2026 as of | Trim | Hasbro, Inc. Common stock | $-38.6K | -412 -1.55% | 26,162 0.50% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $40.2K | +130 +2.07% | 6,404 0.40% of portfolio | low |
| Q1 2026 as of | Add | Aon plc Common stock | $42.0K | +130 +1.95% | 6,800 0.44% of portfolio | low |
| Q1 2026 as of | Trim | Graham Holdings Co Common stock | $-42.3K | -40 -0.93% | 4,250 0.91% of portfolio | low |
| Q1 2026 as of | Trim | Madison Square Garden Sports Corp. Common stock | $-43.4K | -135 -1.00% | 13,354 0.87% of portfolio | low |
| Q1 2026 as of | Trim | Eaton Corp plc Common stock | $-44.7K | -125 -5.09% | 2,330 0.17% of portfolio | low |
| Q1 2026 as of | Add | Booking Holdings Inc Common stock | $46.3K | +11 +4.33% | 265 0.23% of portfolio | low |
| Q1 2026 as of | Add | Cognizant Technology Solutions Corp Common stock | $47.5K | +775 +4.70% | 17,274 0.21% of portfolio | low |