Granite Investment Partners, LLC

Granite Investment Partners, LLC reported 277 holdings worth US$1.95B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Granite Investment Partners, LLC reported 277 holdings worth US$1.95B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Ge Vernova Inc. and Apple Inc. Filed Aug 7, 2026 (Form 13F).

Holdings
277
Value as reported
US$1.95B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C197KUS$70.5M3.6%
Ge Vernova Inc.55,181US$64.8M3.3%
Apple Inc218KUS$63.1M3.2%
Microsoft Corp.136KUS$50.8M2.6%
Ge Aerospace125KUS$46.9M2.4%
Nvidia Corporation231KUS$46.3M2.4%
Amazon.com, Inc.176KUS$42.1M2.2%
Rockwell Automation, Inc.67,116US$33.2M1.7%
Eli Lilly And Company26,997US$32.4M1.7%
Novanta Inc.162KUS$26.2M1.3%
Hubbell Inc48,387US$25.3M1.3%
Wintrust Financial Corporation153KUS$24.6M1.3%
Visa Inc.71,162US$24.4M1.3%
Deere & Company37,000US$23.5M1.2%
Digitalocean Holdings, Inc.149KUS$23.3M1.2%
Regal Rexnord Corporation91,975US$21.9M1.1%
Jp Morgan Chase & Co.64,986US$21.3M1.1%
Callaway Golf Company1.11MUS$20.8M1.1%
Axsome Therapeutics, Inc.80,124US$19.6M1.0%
Old Dominion Freight Line, Inc.90,468US$19.6M1.0%
Onto Innovation Inc.48,384US$18.3M0.94%
S&p Global Inc.44,858US$18.3M0.94%
Ligand Pharmaceuticals Incorporated54,128US$17.1M0.88%
Crowdstrike Holdings, Inc.22,133US$16.9M0.87%
Costco Wholesale Corporation18,007US$16.8M0.86%
Herc Holdings Inc.114KUS$16.3M0.84%
Adaptive Biotechnologies Corporation757KUS$16.2M0.83%
Ducommun Incorporated86,703US$16.1M0.82%
Casella Waste Systems, Inc.163KUS$15.8M0.81%
Delta Air Lines, Inc.169KUS$15.8M0.81%
Paccar Inc.131KUS$15.7M0.81%
Meta Platforms, Inc.27,867US$15.7M0.80%
Power Integrations, Inc.186KUS$15.6M0.80%
Allegro Microsystems, Inc.216KUS$15M0.77%
Corcept Therapeutics Incorporated172KUS$15M0.77%
Everus Construction Group, Inc.89,767US$14.9M0.76%
Veracyte, Inc.253KUS$14.9M0.76%
Stryker Corporation46,801US$14.7M0.75%
Firstcash Holdings, Inc.67,614US$14.6M0.75%
Guardant Health, Inc.95,760US$14.4M0.74%
Boeing Company (the)64,342US$13.9M0.71%
Saia, Inc.32,248US$13.6M0.70%
Badger Meter, Inc.91,485US$13.6M0.70%
Hayward Holdings, Inc.775KUS$13.4M0.69%
Oceaneering International, Inc.328KUS$13.3M0.68%
Keysight Technologies Inc.37,521US$13.1M0.67%
Vse Corporation57,200US$13.1M0.67%
Veeco Instruments Inc.172KUS$13M0.67%
Timken Company (the)89,456US$13M0.67%
Interparfums, Inc.113KUS$12.6M0.65%
Albany International Corporation167KUS$12.5M0.64%
Dutch Bros Inc.172KUS$12.4M0.63%
Establishment Labs Holdings Inc.143KUS$12.3M0.63%
Rogers Corporation74,743US$12.2M0.63%
Krystal Biotech, Inc.32,837US$12.2M0.63%
Abbvie Inc.47,889US$12.1M0.62%
Johnson & Johnson45,042US$11.4M0.59%
First Hawaiian, Inc.390KUS$11.4M0.59%
Centuri Holdings, Inc.374KUS$11.3M0.58%
Home Depot, Inc. (the)31,882US$11.2M0.58%
F.n.b. Corporation587KUS$11.2M0.57%
Arlo Technologies, Inc.827KUS$11.1M0.57%
Glaukos Corporation78,154US$10.9M0.56%
Crane Company48,675US$10.9M0.56%
Rush Enterprises, Inc.144KUS$10.5M0.54%
Alphatec Holdings, Inc.1.21MUS$10.5M0.54%
Hawkins, Inc.73,444US$10.4M0.53%
Nlight, Inc.148KUS$10.3M0.53%
Element Solutions Inc.213KUS$10.1M0.52%
Napco Security Technologies, Inc.266KUS$10.1M0.52%
Analog Devices, Inc.24,193US$9.61M0.49%
Bio-techne Corp134KUS$9.44M0.48%
Champion Homes, Inc.106KUS$9.35M0.48%
Cognex Corporation123KUS$8.9M0.46%
Cushman & Wakefield Ltd.660KUS$8.84M0.45%
Ecolab Inc.31,576US$8.8M0.45%
Terreno Realty Corporation135KUS$8.76M0.45%
Kura Sushi Usa, Inc.150KUS$8.62M0.44%
Mama's Creations, Inc.481KUS$8.59M0.44%
Limbach Holdings, Inc.111KUS$8.52M0.44%
Caterpillar, Inc.7,820US$8.33M0.43%
Csw Industrials, Inc.29,158US$8.11M0.42%
Zeta Global Holdings Corp.412KUS$8.1M0.42%
Automatic Data Processing, Inc.35,705US$8M0.41%
Agilysys, Inc.75,237US$7.86M0.40%
Nice Ltd.84,570US$7.68M0.39%
Appfolio, Inc.47,738US$7.65M0.39%
E.l.f. Beauty, Inc.102KUS$7.56M0.39%
Freshpet, Inc.128KUS$7.56M0.39%
The Chefs' Warehouse, Inc.76,389US$7.34M0.38%
Esquire Financial Holdings, Inc.61,306US$7.3M0.37%
Blackrock, Inc.7,448US$7.16M0.37%
Powell Industries, Inc.24,151US$6.92M0.35%
Robert Half Inc.225KUS$6.9M0.35%
Impinj, Inc.47,616US$6.82M0.35%
First Interstate Bancsystem, Inc.174KUS$6.73M0.34%
National Vision Holdings, Inc.341KUS$6.48M0.33%
Visteon Corporation60,716US$6.02M0.31%
Berkshire Hathaway Inc.11,989US$6M0.31%
Procept Biorobotics Corporation253KUS$5.72M0.29%

Every holding of Granite Investment Partners, LLC

Source

View original at SEC

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