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  Name: LAFAYETTE INVESTMENTS INC
  City: ASHTON
  State: MD
  Zip: 20861
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $402,371,000
  Total Value Change : $35,413,000
  Securities Held Change : 7
   
All Securities Held : 135
  New Positions : 9
  Closed Positions : 4
  Increased Positions : 60
  Unchanged Positions : 18
  Decreased Positions : 48

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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MAR)1 Year Chart         MAR Marriott International Inc 109 New $235.35 $300,000 1,330 0.07% 300,000 1,330 0    Lodging
   (ALL)1 Year Chart         ALL Allstate Corp 117 New $170.28 $236,000 1,685 0.06% 236,000 1,685 0.001    Property & Casualty I...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 121 New $429.21 $223,000 506 0.06% 223,000 506 0    Publishing
   (ABT)1 Year Chart         ABT Abbott Laboratories 124 New $104.94 $219,000 1,994 0.05% 219,000 1,994 0    Drug Manufacturers - ...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 126 New $345.61 $211,000 413 0.05% 211,000 413 0    Textile - Apparel Clo...
   (INTU)1 Year Chart         INTU Intuit Inc 128 New $632.43 $206,000 330 0.05% 206,000 330 0    Application Software
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 129 New $164.92 $203,000 1,027 0.05% 203,000 1,027 0    Drugs - Generic
   (AGNC)1 Year Chart         AGNC AGNC Investment Corp 132 New $9.53 $119,000 12,100 0.03% 119,000 12,100 0.002    REIT - Housing/Apartm...
   (WAVD)1 Year Chart         WAVD Wavedancer New $0.31 $21,000 12,480 0.01% 21,000 12,480 0.111    N/A

      9 Records Found
  1    
Page 1 of 1
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