Granite Investment Partners

Granite Investment Partners as of March 31, 2020

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 274 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.4 $37M 235k 157.71
Five9 (FIVN) 2.2 $35M 452k 76.46
Amazon (AMZN) 2.1 $33M 17k 1949.72
NeoGenomics (NEO) 1.8 $28M 996k 27.61
Siteone Landscape Supply (SITE) 1.7 $26M 359k 73.62
Appfolio (APPF) 1.6 $24M 216k 110.95
Halozyme Therapeutics (HALO) 1.5 $23M 1.3M 17.99
Kratos Defense & Security Solutions (KTOS) 1.4 $21M 1.5M 13.84
Visa (V) 1.3 $21M 129k 161.12
New York Times Company (NYT) 1.3 $21M 668k 30.71
Knowles (KN) 1.3 $20M 1.5M 13.38
Crown Castle Intl (CCI) 1.3 $20M 138k 144.40
HealthStream (HSTM) 1.3 $20M 829k 23.95
LivePerson (LPSN) 1.3 $20M 862k 22.75
Marten Transport (MRTN) 1.3 $19M 942k 20.52
Cbiz (CBZ) 1.2 $19M 911k 20.92
Alphabet Inc Class C cs (GOOG) 1.2 $19M 16k 1162.80
Boingo Wireless 1.2 $19M 1.8M 10.61
Apple (AAPL) 1.2 $18M 70k 254.29
Terreno Realty Corporation (TRNO) 1.1 $17M 335k 51.75
Caredx (CDNA) 1.1 $17M 776k 21.83
Veracyte (VCYT) 1.1 $16M 675k 24.31
salesforce (CRM) 1.1 $16M 113k 143.98
S&p Global (SPGI) 1.1 $16M 66k 245.06
Papa John's Int'l (PZZA) 1.0 $16M 302k 53.37
Descartes Sys Grp (DSGX) 1.0 $16M 467k 34.39
Appian Corp cl a (APPN) 1.0 $16M 398k 40.23
SJW (SJW) 1.0 $16M 275k 57.77
Docusign (DOCU) 1.0 $16M 171k 92.40
Natera (NTRA) 1.0 $15M 517k 29.86
Facebook Inc cl a (META) 1.0 $15M 92k 166.80
Brooks Automation (AZTA) 1.0 $15M 500k 30.50
Hub (HUBG) 1.0 $15M 333k 45.47
Thermo Fisher Scientific (TMO) 1.0 $15M 53k 283.61
California Water Service (CWT) 0.9 $15M 290k 50.32
Paypal Holdings (PYPL) 0.9 $14M 148k 95.74
Inter Parfums (IPAR) 0.9 $14M 303k 46.35
AeroVironment (AVAV) 0.9 $14M 223k 60.96
re Max Hldgs Inc cl a (RMAX) 0.9 $13M 604k 21.92
Ttec Holdings (TTEC) 0.8 $13M 350k 36.72
Scholastic Corporation (SCHL) 0.8 $13M 496k 25.49
Skyline Corporation (SKY) 0.8 $13M 802k 15.68
Nike (NKE) 0.8 $13M 152k 82.74
Codexis (CDXS) 0.8 $12M 1.1M 11.16
Inspire Med Sys (INSP) 0.8 $12M 202k 60.28
Acushnet Holdings Corp (GOLF) 0.8 $12M 462k 25.72
Encore Wire Corporation (WIRE) 0.8 $12M 277k 41.99
Visteon Corporation (VC) 0.7 $12M 240k 47.98
Sprouts Fmrs Mkt (SFM) 0.7 $11M 613k 18.59
Monmouth R.E. Inv 0.7 $11M 923k 12.05
Phreesia (PHR) 0.7 $11M 528k 21.03
Horace Mann Educators Corporation (HMN) 0.7 $11M 303k 36.59
Jacobs Engineering 0.7 $11M 139k 79.27
Cubic Corporation 0.7 $11M 263k 41.31
National Bank Hldgsk (NBHC) 0.7 $11M 443k 23.90
Marcus & Millichap (MMI) 0.7 $10M 382k 27.10
Medallia 0.7 $10M 505k 20.04
BlackRock (BLK) 0.7 $10M 23k 439.95
Hercules Technology Growth Capital (HTGC) 0.7 $10M 1.3M 7.64
Albany International (AIN) 0.6 $10M 210k 47.33
Walt Disney Company (DIS) 0.6 $9.9M 103k 96.60
Saia (SAIA) 0.6 $9.6M 131k 73.54
Keysight Technologies (KEYS) 0.6 $9.4M 113k 83.68
Pepsi (PEP) 0.6 $9.3M 78k 120.10
Vicor Corporation (VICR) 0.6 $9.2M 208k 44.54
Terex Corporation (TEX) 0.6 $9.1M 637k 14.36
NVIDIA Corporation (NVDA) 0.6 $9.0M 34k 263.61
Rockwell Automation (ROK) 0.6 $8.8M 58k 150.91
Costco Wholesale Corporation (COST) 0.6 $8.7M 31k 285.12
Columbia Banking System (COLB) 0.6 $8.5M 317k 26.80
Seacoast Bkg Corp Fla (SBCF) 0.5 $8.4M 460k 18.31
H&E Equipment Services (HEES) 0.5 $8.3M 565k 14.68
Activision Blizzard 0.5 $8.2M 138k 59.48
Materion Corporation (MTRN) 0.5 $8.0M 227k 35.01
Dex (DXCM) 0.5 $7.9M 30k 269.26
Proofpoint 0.5 $7.9M 77k 102.60
Ecolab (ECL) 0.5 $7.9M 51k 155.82
Johnson & Johnson (JNJ) 0.5 $7.7M 59k 131.13
Automatic Data Processing (ADP) 0.5 $7.6M 55k 136.68
USD.001 Central Pacific Financial (CPF) 0.5 $7.3M 456k 15.90
ProAssurance Corporation (PRA) 0.5 $7.0M 282k 25.00
Danaher Corporation (DHR) 0.4 $6.9M 50k 138.42
Illumina (ILMN) 0.4 $6.8M 25k 273.10
Livent Corp 0.4 $6.7M 1.3M 5.25
Becton, Dickinson and (BDX) 0.4 $6.7M 29k 229.76
Old Dominion Freight Line (ODFL) 0.4 $6.5M 49k 131.27
stock 0.4 $6.5M 51k 126.22
Verisk Analytics (VRSK) 0.4 $6.3M 45k 139.37
Chewy Inc cl a (CHWY) 0.4 $6.2M 164k 37.49
Portola Pharmaceuticals 0.4 $5.7M 806k 7.13
Alphabet Inc Class A cs (GOOGL) 0.4 $5.6M 4.9k 1162.00
Catalent (CTLT) 0.4 $5.5M 106k 51.95
Fidelity National Information Services (FIS) 0.3 $5.3M 44k 121.64
Cme (CME) 0.3 $5.3M 31k 172.90
Carpenter Technology Corporation (CRS) 0.3 $5.2M 269k 19.50
UnitedHealth (UNH) 0.3 $5.0M 20k 249.40
Abbott Laboratories (ABT) 0.3 $4.8M 61k 78.91
Match 0.3 $4.8M 73k 66.04
Nevro (NVRO) 0.3 $4.6M 46k 99.99
Corporate Office Properties Trust (CDP) 0.3 $4.2M 191k 22.13
Healthcare Services (HCSG) 0.3 $4.2M 176k 23.91
Estee Lauder Companies (EL) 0.3 $4.1M 26k 159.35
Grand Canyon Education (LOPE) 0.3 $4.0M 53k 76.28
JPMorgan Chase & Co. (JPM) 0.3 $3.9M 44k 90.04
USANA Health Sciences (USNA) 0.2 $3.8M 66k 57.76
Paylocity Holding Corporation (PCTY) 0.2 $3.8M 43k 88.32
Alcon (ALC) 0.2 $3.8M 74k 50.82
Verizon Communications (VZ) 0.2 $3.7M 69k 53.73
Liveramp Holdings (RAMP) 0.2 $3.7M 111k 32.92
Lockheed Martin Corporation (LMT) 0.2 $3.6M 11k 338.93
Intuitive Surgical (ISRG) 0.2 $3.6M 7.2k 495.15
Spotify Technology Sa (SPOT) 0.2 $3.6M 29k 121.44
Mercury Computer Systems (MRCY) 0.2 $3.5M 49k 71.34
Booking Holdings (BKNG) 0.2 $3.4M 2.5k 1345.13
West Pharmaceutical Services (WST) 0.2 $3.4M 22k 152.24
HMS Holdings 0.2 $3.4M 134k 25.27
Okta Inc cl a (OKTA) 0.2 $3.4M 28k 122.27
Monro Muffler Brake (MNRO) 0.2 $3.2M 74k 43.81
Align Technology (ALGN) 0.2 $3.2M 19k 173.94
2u (TWOU) 0.2 $3.1M 148k 21.22
Berkshire Hathaway (BRK.B) 0.2 $3.1M 17k 182.84
Axogen (AXGN) 0.2 $3.1M 301k 10.40
GenMark Diagnostics 0.2 $3.1M 758k 4.12
Raytheon Company 0.2 $3.1M 23k 131.15
New Relic 0.2 $3.0M 65k 46.25
Heartland Express (HTLD) 0.2 $2.9M 157k 18.57
Rogers Corporation (ROG) 0.2 $2.8M 30k 94.44
Littelfuse (LFUS) 0.2 $2.8M 21k 133.40
Catchmark Timber Tr Inc cl a 0.2 $2.7M 367k 7.22
Home Depot (HD) 0.2 $2.6M 14k 186.73
Oracle Corporation (ORCL) 0.2 $2.6M 55k 48.33
Cisco Systems (CSCO) 0.2 $2.6M 66k 39.31
Lululemon Athletica (LULU) 0.2 $2.6M 14k 189.55
Wix (WIX) 0.2 $2.6M 25k 100.81
Ligand Pharmaceuticals In (LGND) 0.2 $2.6M 35k 72.71
ACI Worldwide (ACIW) 0.2 $2.5M 105k 24.15
Stryker Corporation (SYK) 0.2 $2.5M 15k 166.51
Wells Fargo & Company (WFC) 0.2 $2.5M 86k 28.70
Intel Corporation (INTC) 0.2 $2.4M 45k 54.12
Aptar (ATR) 0.2 $2.4M 24k 99.54
Blackbaud (BLKB) 0.1 $2.3M 41k 55.56
Neogen Corporation (NEOG) 0.1 $2.3M 34k 66.99
Cavco Industries (CVCO) 0.1 $2.3M 16k 144.94
Chevron Corporation (CVX) 0.1 $2.3M 31k 72.46
Weyerhaeuser Company (WY) 0.1 $2.3M 133k 16.95
Cantel Medical 0.1 $2.2M 63k 35.90
Dorman Products (DORM) 0.1 $2.2M 41k 55.27
Ritchie Bros. Auctioneers Inco 0.1 $2.2M 65k 34.18
First Republic Bank/san F (FRCB) 0.1 $2.2M 27k 82.27
Silicon Laboratories (SLAB) 0.1 $2.2M 26k 85.41
Zendesk 0.1 $2.2M 34k 64.00
Omnicell (OMCL) 0.1 $2.2M 33k 65.59
Pra Health Sciences 0.1 $2.1M 26k 83.02
Abbvie (ABBV) 0.1 $2.1M 28k 76.20
Iaa 0.1 $2.1M 69k 29.97
Thermon Group Holdings (THR) 0.1 $2.0M 134k 15.07
Freshpet (FRPT) 0.1 $2.0M 32k 63.88
Novocure Ltd ord (NVCR) 0.1 $2.0M 30k 67.33
Royal Gold (RGLD) 0.1 $1.9M 22k 87.72
ViaSat (VSAT) 0.1 $1.9M 54k 35.92
Horizon Therapeutics 0.1 $1.9M 65k 29.62
Glaukos (GKOS) 0.1 $1.9M 62k 30.86
3M Company (MMM) 0.1 $1.9M 14k 136.52
Parsons Corporation (PSN) 0.1 $1.9M 59k 31.96
Ambarella (AMBA) 0.1 $1.9M 38k 48.56
One Gas (OGS) 0.1 $1.9M 22k 83.64
First Interstate Bancsystem (FIBK) 0.1 $1.9M 65k 28.84
CoreSite Realty 0.1 $1.9M 16k 115.89
Rexford Industrial Realty Inc reit (REXR) 0.1 $1.8M 45k 41.00
Firstcash 0.1 $1.8M 25k 71.74
Skechers USA (SKX) 0.1 $1.8M 75k 23.75
Gentex Corporation (GNTX) 0.1 $1.8M 80k 22.16
Procter & Gamble Company (PG) 0.1 $1.8M 16k 110.00
Bristol Myers Squibb (BMY) 0.1 $1.8M 32k 55.75
Coherent 0.1 $1.7M 16k 106.43
Etsy (ETSY) 0.1 $1.7M 45k 38.43
Knight Swift Transn Hldgs (KNX) 0.1 $1.7M 51k 32.79
Kilroy Realty Corporation (KRC) 0.1 $1.6M 26k 63.68
Louisiana-Pacific Corporation (LPX) 0.1 $1.6M 94k 17.18
Vanguard Emerging Markets ETF (VWO) 0.1 $1.6M 45k 35.46
Integra LifeSciences Holdings (IART) 0.1 $1.6M 36k 44.67
Ida (IDA) 0.1 $1.6M 18k 87.81
Pentair cs (PNR) 0.1 $1.6M 53k 29.76
Albemarle Corporation (ALB) 0.1 $1.6M 28k 56.38
Timken Company (TKR) 0.1 $1.6M 48k 32.34
Simpson Manufacturing (SSD) 0.1 $1.6M 25k 61.99
Amgen (AMGN) 0.1 $1.5M 7.6k 202.77
Medtronic (MDT) 0.1 $1.5M 17k 90.17
Bank of Hawaii Corporation (BOH) 0.1 $1.5M 27k 55.25
First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) 0.1 $1.5M 51k 28.92
Mondelez Int (MDLZ) 0.1 $1.4M 28k 50.08
Huntington Ingalls Inds (HII) 0.1 $1.4M 7.6k 182.27
Charles Schwab Corporation (SCHW) 0.1 $1.4M 41k 33.61
FLIR Systems 0.1 $1.4M 43k 31.89
Primerica (PRI) 0.1 $1.4M 15k 88.46
Aerie Pharmaceuticals 0.1 $1.3M 99k 13.50
General Electric Company 0.1 $1.3M 165k 7.94
A. O. Smith Corporation (AOS) 0.1 $1.3M 34k 37.81
Gw Pharmaceuticals Plc ads 0.1 $1.2M 14k 87.58
Philip Morris International (PM) 0.1 $1.2M 17k 72.94
Linde 0.1 $1.2M 7.0k 173.03
Schwab U S Broad Market ETF (SCHB) 0.1 $1.2M 18k 66.95
Webster Financial Corporation (WBS) 0.1 $1.2M 52k 22.89
McDonald's Corporation (MCD) 0.1 $1.2M 7.1k 165.30
United Parcel Service (UPS) 0.1 $1.2M 12k 93.42
Wisdomtree Tr intl hedge eqt (HEDJ) 0.1 $1.1M 20k 54.55
Citigroup (C) 0.1 $1.0M 24k 42.13
Exxon Mobil Corporation (XOM) 0.1 $991k 26k 37.98
Merck & Co (MRK) 0.1 $973k 13k 76.91
W.W. Grainger (GWW) 0.1 $971k 3.9k 248.59
IDEXX Laboratories (IDXX) 0.1 $969k 4.0k 242.25
Guardant Health (GH) 0.1 $968k 14k 69.59
Ishares Tr hdg msci japan (HEWJ) 0.1 $963k 19.00 50684.21
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.1 $948k 11k 90.55
Five Below (FIVE) 0.1 $929k 13k 70.36
Colgate-Palmolive Company (CL) 0.1 $901k 14k 66.35
Union Pacific Corporation (UNP) 0.1 $895k 6.3k 141.10
Herc Hldgs (HRI) 0.1 $860k 42k 20.45
Host Hotels & Resorts (HST) 0.1 $840k 76k 11.03
Fortive (FTV) 0.1 $800k 15k 55.22
Fiserv (FI) 0.0 $763k 8.0k 95.00
iShares Barclays 20+ Yr Treas.Bond (TLT) 0.0 $744k 4.6k 163.34
United Technologies Corporation 0.0 $730k 7.7k 94.35
SYSCO Corporation (SYY) 0.0 $683k 15k 45.61
International Business Machines (IBM) 0.0 $669k 6.0k 110.98
Mettler-Toledo International (MTD) 0.0 $618k 895.00 690.50
iShares Barclays TIPS Bond Fund (TIP) 0.0 $608k 5.0k 120.75
Donaldson Company (DCI) 0.0 $558k 15k 38.62
Western Asset Income Fund (PAI) 0.0 $542k 41k 13.33
General Mills (GIS) 0.0 $534k 10k 52.77
Kansas City Southern 0.0 $529k 4.2k 127.16
Walgreen Boots Alliance (WBA) 0.0 $528k 12k 45.74
Paychex (PAYX) 0.0 $525k 8.3k 62.93
Deere & Company (DE) 0.0 $517k 3.7k 138.12
Lowe's Companies (LOW) 0.0 $516k 6.0k 86.00
At&t (T) 0.0 $491k 17k 29.15
Illinois Tool Works (ITW) 0.0 $483k 3.4k 142.06
Hubbell (HUBB) 0.0 $478k 4.2k 114.79
iShares FTSE/Xinhua China 25 Index (FXI) 0.0 $427k 11k 38.11
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $397k 45k 8.80
Pfizer (PFE) 0.0 $394k 12k 32.64
Emerson Electric (EMR) 0.0 $382k 8.0k 47.66
Honeywell International (HON) 0.0 $360k 2.7k 133.93
MasterCard Incorporated (MA) 0.0 $322k 1.3k 241.20
Coca-Cola Company (KO) 0.0 $289k 6.5k 44.26
Doubleline Income Solutions (DSL) 0.0 $268k 20k 13.35
iShares Russell 2000 Index (IWM) 0.0 $258k 2.1k 125.73
Altria (MO) 0.0 $254k 6.6k 38.61
Comcast Corporation (CMCSA) 0.0 $232k 6.8k 34.32
Sherwin-Williams Company (SHW) 0.0 $230k 500.00 460.00
ConocoPhillips (COP) 0.0 $229k 7.4k 30.83
Nextera Energy (NEE) 0.0 $220k 913.00 240.96
BP (BP) 0.0 $214k 8.8k 24.42
Pimco CA Municipal Income Fund (PCQ) 0.0 $189k 12k 15.61
Schwab Strategic Tr us aggregate b (SCHZ) 0.0 $114k 2.1k 55.15
Celsius Holdings (CELH) 0.0 $53k 13k 4.18
iShares MSCI Emerging Markets Indx (EEM) 0.0 $49k 1.4k 35.48
iShares S&P SmallCap 600 Growth (IJT) 0.0 $39k 260.00 150.00
SunLink Health Systems (SSY) 0.0 $34k 50k 0.68
iShares MSCI Hong Kong Index Fund (EWH) 0.0 $31k 15k 2.07
iShares S&P SmallCap 600 Value Idx (IJS) 0.0 $24k 230.00 104.35
iShares MSCI EAFE Index Fund (EFA) 0.0 $21k 390.00 53.85
iShares S&P MidCap 400 Index (IJH) 0.0 $19k 117.00 162.39
Rts/bristol-myers Squibb Compa 0.0 $15k 4.0k 3.79
iShares MSCI Mexico Inv. Mt. Idx. (EWW) 0.0 $15k 650.00 23.08
Salem Communications (SALM) 0.0 $12k 14k 0.86
iShares S&P SmallCap 600 Index (IJR) 0.0 $10k 173.00 57.80
iShares Russell 1000 Growth Index (IWF) 0.0 $7.0k 43.00 162.79
Schwab International Equity ETF (SCHF) 0.0 $6.0k 235.00 25.53
iShares Russell 1000 Value Index (IWD) 0.0 $3.0k 29.00 103.45
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $3.0k 25.00 120.00
Vanguard European ETF (VGK) 0.0 $2.0k 37.00 54.05
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $2.0k 20.00 100.00
Vanguard Pacific ETF (VPL) 0.0 $1.0k 25.00 40.00