Granite Investment Advisors

Companies in the Granite Investment Advisors portfolio as of March 2014 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
American International (AIG) 3.36 307670 50.01
Berkshire Hathaway (BRK.B) 3.27 119700 124.97
Apple (AAPL) 3.25 27735 536.72
General Motors Company (GM) 3.25 431929 34.42
Exxon Mobil Corporation (XOM) 3.24 151694 97.68
FedEx Corporation (FDX) 3.07 105840 132.56
Boeing Company (BA) 2.99 108845 125.49
UnitedHealth (UNH) 2.96 165410 81.99
Microsoft Corporation (MSFT) 2.92 325590 40.99
TRW Automotive Holdings (TRW) 2.92 163690 81.62
Baxter International (BAX) 2.82 175360 73.58
Johnson & Johnson (JNJ) 2.77 129116 98.23
Sanofi-Aventis SA (SNY) 2.77 242211 52.28
Unit Corporation (UNT) 2.77 193590 65.38
Franklin Resources (BEN) 2.74 231555 54.18
Ultra Petroleum (UPL) 2.74 465615 26.89
Southwestern Energy Company (SWN) 2.73 271695 46.01
Kennametal (KMT) 2.60 268110 44.30
Comcast Corporation (CMCSA) 2.58 236203 50.04
Foot Locker (FL) 2.50 243340 46.98
American Express Company (AXP) 2.48 125870 90.03
Cisco Systems (CSCO) 2.45 499652 22.42
Alleghany Corporation (Y) 2.44 27395 407.37
Bed Bath & Beyond (BBBY) 2.42 161185 68.80
Apache Corporation (APA) 2.37 130798 82.95
Wal-Mart Stores (WMT) 2.24 134075 76.43
Goldman Sachs (GS) 2.16 60200 163.85
Calpine Corporation (CPN) 2.08 454225 20.91
Western Union Company (WU) 2.05 573116 16.36
Granite Value Fund 2.02 659874 14.00
Coca-Cola Company (KO) 2.00 237025 38.66
Unilever (UL) 1.99 213345 42.78
Coach (COH) 1.97 181645 49.66
Tes (TSCDY) 1.92 589183 14.93
News 1.85 490604 17.22
Ishares Tr fltg rate nt 1.00 89855 50.72
iShares Barclays TIPS Bond Fund (TIP) 0.83 34059 112.10
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.52 22680 105.47
Unilever N.V. (UN) 0.46 51180 41.13
Alexander's (ALX) 0.44 5536 360.91
American Europacific Growth R3 0.39 37052 48.39
International Business Machines (IBM) 0.29 6830 192.53
Lockheed Martin Corporation (LMT) 0.27 7580 163.19
JPMorgan Chase & Co. (JPM) 0.25 18961 60.70
Vornado Realty Trust (VNO) 0.23 10500 98.57
Vanguard Total Stock Market ETF (VTI) 0.22 10097 97.45
Vanguard Malvern Fds strm infproidx 0.22 20560 49.32
General Electric Company (GE) 0.21 36610 25.89
Noble Energy (NBL) 0.19 12510 71.06
Oracle Corporation (ORCL) 0.19 20750 40.92
3M Company (MMM) 0.18 5984 135.70
SPDR S&P; MidCap 400 ETF (MDY) 0.18 3342 250.45
iShares MSCI EAFE Index Fund (EFA) 0.16 11110 67.24
McDonald's Corporation (MCD) 0.15 6885 98.04
Procter & Gamble Company (PG) 0.14 7850 80.64
Chevron Corporation (CVX) 0.13 5155 118.91
Emerson Electric (EMR) 0.13 8800 66.82
iShares Russell 2000 Index (IWM) 0.13 5050 116.44
Caterpillar (CAT) 0.11 5250 99.43
Biogen Idec (BIIB) 0.11 1577 305.64
Humana (HUM) 0.11 4440 112.61
Walt Disney Company (DIS) 0.10 5800 80.00
Verizon Communications (VZ) 0.10 9203 47.59
Vanguard Europe Pacific ETF (VEA) 0.10 10861 41.25
Vanguard Small-Cap Growth ETF (VBK) 0.10 3750 124.27
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.10 4295 108.96
SPDR S&P; 500 ETF (SPY) 0.08 1972 187.12
Royal Dutch Shell (RDS.A) 0.08 4789 73.08
Vanguard Emerging Markets ETF (VWO) 0.08 8875 40.56
Wp Carey 0.08 6103 60.13
Accenture 0.07 3900 79.74
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.07 2585 116.83
iShares S&P; MidCap 400 Index (IJH) 0.07 2290 137.55
iShares MSCI Emerging Markets Indx (EEM) 0.06 6550 41.07
Pfizer (PFE) 0.06 8341 32.13
Automatic Data Processing (ADP) 0.06 3415 77.31
Amgen (AMGN) 0.06 2100 123.33
Honeywell International (HON) 0.06 2800 92.86
Freeport-McMoRan Copper & Gold (FCX) 0.06 8000 33.12
Vanguard Financials ETF (VFH) 0.06 5875 45.45
SPDR Barclays Capital Convertible SecETF (CWB) 0.06 5225 48.42
Vanguard Short Term Corporate Bond ETF (VCSH) 0.06 3200 80.00
E.I. du Pont de Nemours & Company (DD) 0.05 3742 67.08
Kinder Morgan Energy Partners (KMP) 0.05 3400 73.82
Suncor Energy Inc New 0.05 7150 34.97
Vanguard European ETF (VGK) 0.05 4200 59.05
PowerShares Emerging Markets Sovere (PCY) 0.05 8000 28.00
Invesco Van Kampen Senior Income Trust (VVR) 0.05 41300 5.01
Ford Motor Company (F) 0.04 12050 15.60
Western Asset Managed High Incm Fnd (MHY) 0.04 28900 5.74
Ishares Tr cmn 0.04 2000 101.00
Spdr Short-term High Yield mf 0.04 6500 30.92
Abbvie 0.04 3955 51.33
Western Asset High Incm Fd I 0.03 14000 9.36
Sirius Xm Holdings 0.01 18120 3.20
Broadcast International (BCST) 0.00 21640 0.00
IR Biosciences Holdings (IRBS) 0.00 71468 0.01