Lafayette Investments, Inc.

RIA/Wealth

Lafayette Investments, Inc. is a RIA/Wealth based in Ashton, MD led by Robert Adams Noyes, reporting $846.9M in AUM as of Q3 2025 with 35% Financial Services concentration.

CFORobert Adams Noyes

Portfolio Value: $522.2M
Positions: 156
Top Holding: BRK.B at 11.35%
Last Reported: Q3 2025

Address17830 New Hampshire Avenue, Suite 201, Ashton, MD, 20861, United States

Top Holdings

Largest long holdings in Lafayette Investments, Inc.'s portfolio (45.5% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$59.3M	11.35%	-$85.0K Sold	0.01% 117.9K shares	Q4 2019 Held for 5y 11m
2 Markel MKL	Insurance - Property & Casualty Financial Services	$38.6M	7.38%	-$21.0K Sold	0.16% 20.2K shares	≤ Q2 2013 Held for 12y 5m+
3 Progressive PGR	Insurance - Property & Casualty Financial Services	$21.9M	4.20%	-$111.1K Sold	0.02% 88.7K shares	≤ Q2 2013 Held for 12y 5m+
4 KLA Corporation KLAC	Semiconductors Technology	$21.7M	4.15%	+$92.8K Bought	0.02% 20.1K shares	Q2 2020 Held for 5y 5m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$20.9M	4.01%	+$263.6K Bought	0.00% 28.5K shares	Q2 2018 Held for 7y 5m
6 Microsoft MSFT	Software - Infrastructure Technology	$18.9M	3.61%	+$187.0K Bought	0.00% 36.4K shares	≤ Q2 2013 Held for 12y 5m+
7 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$17.9M	3.42%	+$10.0K Bought	0.00% 73.3K shares	Q2 2018 Held for 7y 5m
8 Apple AAPL	Consumer Electronics Technology	$14.8M	2.84%	-$10.2K Sold	0.00% 58.3K shares	Q4 2017 Held for 7y 11m
9 AutoZone AZO	Specialty Retail Consumer Cyclical	$12.3M	2.36%	-$1.2M Sold	0.02% 2.9K shares	Q4 2019 Held for 5y 11m
10 Lowe's Companies LOW	Home Improvement Consumer Cyclical	$11.3M	2.17%	-$72.6K Sold	0.01% 45.1K shares	Q1 2019 Held for 6y 8m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lafayette Investments, Inc.'s latest filing

See all changes

GthenC

Market Value

$522.2M

Prior: $494.8M

Q/Q Change

+5.54%

+$27.4M

Net Flows % of MV

+0.006%

Turnover Ratio

1.44%

New Purchases

5 stocks

$1.2M

Added To

46 stocks

+$6.0M

Sold Out Of

2 stocks

$711.5K

Reduced Holdings

61 stocks

-$6.5M

Increased Positions

Position	Shares Δ	Change
1 Salesforce CRM	New	0 → 1.7K +$393.7K
2 MSCI MSCI	New	0 → 400.0 +$227.0K
3 Dominion Energy D	New	0 → 3.3K +$200.7K
4 The Carlyle Group CG	New	0 → 3.2K +$200.6K
5 Fortinet FTNT	New	0 → 2.4K +$200.4K

Decreased Positions

Position	Shares Δ	Change
1 Intel INTC	Sold	21.5K → 0 −$481.5K
2 Eli Lilly LLY	Sold	295.0 → 0 −$230.0K
3 Corning GLW	-37.5%	65.3K → 40.8K −$2.0M
4 Procter & Gamble PG	-35.28%	3.5K → 2.3K −$189.9K
5 Ulta Beauty, Inc. ULTA	-33.27%	2.7K → 1.8K −$484.4K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Lafayette Investments, Inc.

View analytics

GthenA

Sector Allocation

Financial Services

35.20%

Technology

17.90%

Industrials

13.50%

Consumer Cyclical

10.60%

Communication Services

9.20%

Consumer Defensive

4.70%

Healthcare

3.10%

Energy

1.50%

ETF

1.00%

Real Estate

0.20%

Utilities

0.10%

Basic Materials

0.10%

Market Cap Distribution

Mega Cap (> $200B)

36.94%

Large Cap ($10B - $200B)

55.92%

Mid Cap ($2B - $10B)

3.14%

Small Cap ($300M - $2B)

0.23%

Micro Cap ($50M - $300M)

0.03%

Nano Cap (< $50M)

0.00%

N/A (ETF or Unknown)

3.75%

Portfolio Concentration

Top 10 Holdings %

45.5%

Top 20 Holdings %

62.44%

Top 50 Holdings %

86.94%

Top 100 Holdings %

96.78%