Granite Investment Partners

Granite Investment Partners as of Sept. 30, 2012

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 205 positions in its portfolio as reported in the September 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.5 $23M 34k 667.11
Wells Fargo & Company (WFC) 2.9 $14M 417k 34.53
Google 2.3 $12M 15k 754.48
Automatic Data Processing (ADP) 2.2 $11M 192k 58.66
Ecolab (ECL) 2.1 $11M 162k 64.81
Schlumberger (SLB) 2.1 $10M 143k 72.33
Microsoft Corporation (MSFT) 1.9 $9.4M 317k 29.76
Amazon (AMZN) 1.9 $9.5M 37k 254.32
EMC Corporation 1.8 $9.2M 337k 27.27
Visa (V) 1.8 $8.9M 66k 134.28
Qualcomm (QCOM) 1.8 $8.9M 142k 62.47
Allergan 1.7 $8.7M 95k 91.58
Pepsi (PEP) 1.6 $8.1M 115k 70.77
FedEx Corporation (FDX) 1.6 $7.8M 92k 84.62
BorgWarner (BWA) 1.5 $7.7M 111k 69.11
Marriott International (MAR) 1.4 $7.2M 185k 39.10
Becton, Dickinson and (BDX) 1.4 $7.2M 91k 78.55
Oracle Corporation (ORCL) 1.4 $7.2M 228k 31.46
Precision Castparts 1.4 $7.0M 43k 163.34
W.W. Grainger (GWW) 1.4 $6.9M 33k 208.36
Johnson & Johnson (JNJ) 1.3 $6.4M 93k 68.91
Chevron Corporation (CVX) 1.3 $6.4M 55k 116.57
Exxon Mobil Corporation (XOM) 1.2 $5.9M 64k 91.45
E.I. du Pont de Nemours & Company 1.2 $5.9M 117k 50.27
Novo Nordisk A/S (NVO) 1.2 $5.8M 37k 157.81
Praxair 1.1 $5.4M 52k 103.89
International Business Machines (IBM) 1.1 $5.3M 26k 207.45
Nike (NKE) 1.1 $5.3M 56k 94.91
Intuit (INTU) 1.1 $5.3M 90k 58.88
Weyerhaeuser Company (WY) 1.1 $5.3M 201k 26.14
salesforce (CRM) 1.0 $5.1M 34k 152.68
Dunkin' Brands Group 1.0 $5.1M 175k 29.20
Williams-Sonoma (WSM) 1.0 $5.1M 115k 43.97
V.F. Corporation (VFC) 0.9 $4.7M 29k 159.36
Sigma-Aldrich Corporation 0.9 $4.7M 65k 71.97
LogMeIn 0.9 $4.7M 209k 22.43
Citrix Systems 0.9 $4.4M 58k 76.53
Union Pacific Corporation (UNP) 0.9 $4.3M 37k 118.70
Danaher Corporation (DHR) 0.9 $4.3M 78k 55.15
Jacobs Engineering 0.8 $4.2M 104k 40.43
priceline.com Incorporated 0.8 $3.8M 6.1k 619.09
Intuitive Surgical (ISRG) 0.7 $3.7M 7.5k 495.66
Costco Wholesale Corporation (COST) 0.7 $3.6M 36k 100.15
Verizon Communications (VZ) 0.7 $3.6M 78k 45.57
Silicon Laboratories (SLAB) 0.7 $3.6M 97k 36.76
T. Rowe Price (TROW) 0.7 $3.5M 55k 63.30
Philip Morris International (PM) 0.7 $3.4M 38k 89.94
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.7 $3.3M 69k 48.15
St. Jude Medical 0.7 $3.3M 79k 42.12
RealD 0.7 $3.3M 368k 8.94
Bravo Brio Restaurant 0.7 $3.3M 227k 14.55
Limited Brands 0.6 $3.2M 65k 49.26
United Technologies Corporation 0.6 $3.2M 41k 78.30
K12 0.6 $3.2M 159k 20.20
First Interstate Bancsystem (FIBK) 0.6 $3.0M 204k 14.96
Zep 0.6 $3.0M 198k 15.12
Calgon Carbon Corporation 0.6 $2.9M 202k 14.31
Strayer Education 0.6 $2.9M 44k 64.36
Donaldson Company (DCI) 0.6 $2.9M 82k 34.72
Masimo Corporation (MASI) 0.6 $2.9M 119k 24.18
Abbott Laboratories (ABT) 0.6 $2.8M 41k 68.57
Acme Packet 0.6 $2.8M 163k 17.10
Insulet Corporation (PODD) 0.6 $2.8M 128k 21.58
Servicesource 0.6 $2.8M 270k 10.28
Grand Canyon Education (LOPE) 0.5 $2.7M 114k 23.53
Dex (DXCM) 0.5 $2.7M 181k 15.03
Simpson Manufacturing (SSD) 0.5 $2.7M 93k 28.63
United Rentals (URI) 0.5 $2.7M 82k 32.71
Cisco Systems (CSCO) 0.5 $2.5M 130k 19.10
Tejon Ranch Company (TRC) 0.5 $2.4M 80k 30.04
ReachLocal 0.5 $2.4M 189k 12.54
Interactive Intelligence Group 0.5 $2.3M 78k 30.05
Facebook Inc cl a (META) 0.5 $2.4M 109k 21.66
Walt Disney Company (DIS) 0.5 $2.3M 44k 52.28
NuVasive 0.5 $2.3M 99k 22.91
Volcano Corporation 0.5 $2.3M 80k 28.58
Celgene Corporation 0.4 $2.2M 29k 76.39
Financial Engines 0.4 $2.2M 93k 23.81
Techne Corporation 0.4 $2.2M 30k 71.94
Core Laboratories 0.4 $2.1M 17k 121.50
Ancestry 0.4 $2.1M 70k 30.08
Caterpillar (CAT) 0.4 $2.0M 24k 86.05
CARBO Ceramics 0.4 $1.9M 30k 62.91
Comscore 0.4 $1.9M 122k 15.25
Berkshire Hathaway (BRK.B) 0.4 $1.8M 20k 88.19
Gra (GGG) 0.4 $1.8M 36k 50.27
Rosetta Resources 0.3 $1.6M 34k 47.90
United Parcel Service (UPS) 0.3 $1.6M 22k 71.57
Procter & Gamble Company (PG) 0.3 $1.6M 23k 69.37
Aspen Technology 0.3 $1.6M 63k 25.85
Enterprise Products Partners (EPD) 0.3 $1.5M 28k 53.61
Wintrust Financial Corporation (WTFC) 0.3 $1.5M 40k 37.56
Emerson Electric (EMR) 0.3 $1.4M 29k 48.25
Home Depot (HD) 0.3 $1.3M 22k 60.38
PAREXEL International Corporation 0.3 $1.4M 44k 30.76
Pandora Media 0.3 $1.4M 126k 10.95
Bristol Myers Squibb (BMY) 0.3 $1.3M 38k 33.76
3M Company (MMM) 0.3 $1.3M 14k 92.39
Merck & Co (MRK) 0.3 $1.3M 29k 45.10
Hub (HUBG) 0.2 $1.3M 43k 29.68
Hubbell Incorporated 0.2 $1.2M 15k 80.77
Kraft Foods 0.2 $1.2M 29k 41.37
Williams Partners 0.2 $1.2M 22k 54.67
SYSCO Corporation (SYY) 0.2 $1.2M 37k 31.27
BlackRock (BLK) 0.2 $1.1M 6.1k 178.32
Plum Creek Timber 0.2 $1.1M 25k 43.84
First Republic Bank/san F (FRCB) 0.2 $1.0M 30k 34.47
Halliburton Company (HAL) 0.2 $987k 29k 33.69
Hca Holdings (HCA) 0.2 $995k 30k 33.24
Infoblox 0.2 $998k 43k 23.25
Capstead Mortgage Corporation 0.2 $933k 69k 13.49
Signet Jewelers (SIG) 0.2 $935k 19k 48.77
Colgate-Palmolive Company (CL) 0.2 $925k 8.6k 107.25
Kilroy Realty Corporation (KRC) 0.2 $891k 20k 44.79
Hexcel Corporation (HXL) 0.2 $902k 38k 24.03
Ultimate Software 0.2 $874k 8.6k 102.07
Peet's Coffee & Tea 0.2 $836k 11k 73.36
Sourcefire 0.2 $838k 17k 49.04
American Express Company (AXP) 0.2 $785k 14k 56.88
Sap (SAP) 0.2 $806k 11k 71.33
Aruba Networks 0.2 $818k 36k 22.47
Fresh Market 0.2 $819k 14k 59.94
McDonald's Corporation (MCD) 0.1 $736k 8.0k 91.78
ConocoPhillips (COP) 0.1 $734k 13k 57.22
General Mills (GIS) 0.1 $750k 19k 39.85
Royal Dutch Shell 0.1 $771k 11k 69.41
UnitedHealth (UNH) 0.1 $742k 13k 55.37
Aqua America 0.1 $736k 30k 24.73
Intel Corporation (INTC) 0.1 $714k 32k 22.66
Thermo Fisher Scientific (TMO) 0.1 $682k 12k 58.79
Yum! Brands (YUM) 0.1 $705k 11k 66.31
Kaiser Aluminum (KALU) 0.1 $687k 12k 58.42
Skechers USA (SKX) 0.1 $688k 34k 20.41
Host Hotels & Resorts (HST) 0.1 $634k 40k 16.04
Steelcase (SCS) 0.1 $669k 68k 9.84
Illinois Tool Works (ITW) 0.1 $635k 11k 59.49
WESCO International (WCC) 0.1 $667k 12k 57.17
Cooper Companies (COO) 0.1 $614k 6.5k 94.40
Interpublic Group of Companies (IPG) 0.1 $588k 53k 11.12
Altria (MO) 0.1 $601k 18k 33.39
Anadarko Petroleum Corporation 0.1 $601k 8.6k 69.88
Lindsay Corporation (LNN) 0.1 $580k 8.1k 71.92
Select Comfort 0.1 $603k 19k 31.54
Haynes International (HAYN) 0.1 $584k 11k 52.11
Myriad Genetics (MYGN) 0.1 $613k 23k 26.96
Pulte (PHM) 0.1 $532k 34k 15.51
Fidelity National Financial 0.1 $546k 26k 21.41
Lamar Advertising Company 0.1 $566k 15k 37.03
Amgen (AMGN) 0.1 $545k 6.5k 84.37
Stryker Corporation (SYK) 0.1 $571k 10k 55.68
Fifth & Pac Cos 0.1 $536k 42k 12.78
JPMorgan Chase & Co. (JPM) 0.1 $507k 13k 40.46
General Electric Company 0.1 $514k 23k 22.71
Jones Lang LaSalle Incorporated (JLL) 0.1 $488k 6.4k 76.30
Kirby Corporation (KEX) 0.1 $477k 8.6k 55.32
Ocwen Financial Corporation 0.1 $485k 18k 27.44
Piedmont Natural Gas Company 0.1 $477k 15k 32.45
Retail Opportunity Investments (ROIC) 0.1 $519k 40k 12.87
Millennial Media 0.1 $490k 34k 14.36
Paychex (PAYX) 0.1 $435k 13k 33.31
Walgreen Company 0.1 $426k 12k 36.46
Lowe's Companies (LOW) 0.1 $466k 15k 30.26
New York Times Company (NYT) 0.1 $447k 46k 9.76
Dril-Quip (DRQ) 0.1 $460k 6.4k 71.83
A. O. Smith Corporation (AOS) 0.1 $455k 7.9k 57.51
BP (BP) 0.1 $422k 10k 42.34
Pfizer (PFE) 0.1 $376k 15k 24.83
Toll Brothers (TOL) 0.1 $411k 12k 33.23
Core-Mark Holding Company 0.1 $402k 8.4k 48.13
Comstock Resources 0.1 $392k 21k 18.40
Oil States International (OIS) 0.1 $407k 5.1k 79.55
Raymond James Financial (RJF) 0.1 $400k 11k 36.67
Chart Industries (GTLS) 0.1 $401k 5.4k 73.93
Chuys Hldgs (CHUY) 0.1 $386k 16k 24.51
Arthur J. Gallagher & Co. (AJG) 0.1 $372k 10k 35.80
Hawaiian Electric Industries (HE) 0.1 $356k 14k 26.33
SVB Financial (SIVBQ) 0.1 $364k 6.0k 60.53
Cablevision Systems Corporation 0.1 $373k 24k 15.86
Saks Incorporated 0.1 $359k 35k 10.32
Bio-Rad Laboratories (BIO) 0.1 $369k 3.5k 106.65
Intrepid Potash 0.1 $369k 17k 21.46
Shutterfly 0.1 $343k 11k 31.15
Wal-Mart Stores (WMT) 0.1 $301k 4.1k 73.90
Kellogg Company (K) 0.1 $279k 5.4k 51.67
Kennametal (KMT) 0.1 $307k 8.3k 37.10
Marathon Oil Corporation (MRO) 0.1 $309k 11k 29.54
Coca-Cola Company (KO) 0.1 $269k 7.1k 37.95
Apache Corporation 0.1 $230k 2.7k 86.43
Titan International (TWI) 0.1 $269k 15k 17.65
Citigroup (C) 0.1 $262k 8.0k 32.75
Duke Energy (DUK) 0.1 $246k 3.8k 64.77
IDEXX Laboratories (IDXX) 0.0 $224k 2.3k 99.16
Zale Corporation 0.0 $181k 26k 6.92
Hess (HES) 0.0 $215k 4.0k 53.75
El Paso Pipeline Partners 0.0 $208k 5.6k 37.14
CONSOLIDATED WATER CO Inc Com Stk (CWCO) 0.0 $207k 25k 8.28
InterNAP Network Services 0.0 $98k 14k 7.07
SunLink Health Systems (SSY) 0.0 $76k 50k 1.52
Pacific Sunwear of California 0.0 $34k 14k 2.51
Ikanos Communications 0.0 $48k 35k 1.38
Zix Corporation 0.0 $36k 13k 2.86
PGT (PGTI) 0.0 $44k 13k 3.28
Uroplasty 0.0 $51k 13k 3.82
Alpha Pro Tech (APT) 0.0 $33k 23k 1.47
Essex Rental 0.0 $34k 11k 3.03