Granite Investment Partners as of Sept. 30, 2013
Portfolio Holdings for Granite Investment Partners
Granite Investment Partners holds 252 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 2.9 | $18M | 356k | 50.23 | |
| 2.8 | $17M | 20k | 875.90 | ||
| Ecolab (ECL) | 2.6 | $16M | 160k | 98.76 | |
| Amazon (AMZN) | 1.9 | $12M | 38k | 312.63 | |
| Schlumberger (SLB) | 1.9 | $12M | 133k | 88.36 | |
| Visa (V) | 1.9 | $12M | 60k | 191.11 | |
| Apple (AAPL) | 1.8 | $11M | 23k | 476.75 | |
| Whole Foods Market | 1.7 | $10M | 178k | 58.50 | |
| Precision Castparts | 1.6 | $10M | 44k | 227.24 | |
| BorgWarner (BWA) | 1.6 | $9.8M | 97k | 101.39 | |
| Wells Fargo & Company (WFC) | 1.6 | $9.7M | 234k | 41.32 | |
| Marriott International (MAR) | 1.6 | $9.5M | 227k | 42.06 | |
| Pepsi (PEP) | 1.5 | $9.2M | 115k | 79.50 | |
| W.W. Grainger (GWW) | 1.5 | $9.0M | 34k | 261.70 | |
| Williams-Sonoma (WSM) | 1.4 | $8.6M | 154k | 56.20 | |
| Johnson & Johnson (JNJ) | 1.3 | $8.1M | 93k | 86.69 | |
| Weyerhaeuser Company (WY) | 1.3 | $7.9M | 277k | 28.63 | |
| Eaton (ETN) | 1.3 | $8.0M | 116k | 68.84 | |
| Toll Brothers (TOL) | 1.3 | $7.9M | 243k | 32.43 | |
| T. Rowe Price (TROW) | 1.3 | $7.8M | 108k | 71.93 | |
| Nike (NKE) | 1.3 | $7.8M | 107k | 72.64 | |
| EMC Corporation | 1.2 | $7.6M | 298k | 25.56 | |
| Jacobs Engineering | 1.2 | $7.4M | 128k | 58.18 | |
| Allergan | 1.2 | $7.3M | 80k | 90.45 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $7.2M | 339k | 21.14 | |
| L Brands | 1.1 | $7.0M | 115k | 61.10 | |
| Hubbell Incorporated | 1.1 | $6.9M | 66k | 104.74 | |
| Automatic Data Processing (ADP) | 1.1 | $6.6M | 92k | 72.38 | |
| Chevron Corporation (CVX) | 1.1 | $6.6M | 54k | 121.51 | |
| Starbucks Corporation (SBUX) | 1.1 | $6.5M | 85k | 76.97 | |
| Praxair | 1.0 | $6.1M | 51k | 120.21 | |
| Tripadvisor (TRIP) | 1.0 | $6.0M | 79k | 75.84 | |
| Citrix Systems | 0.9 | $5.8M | 82k | 70.60 | |
| Sigma-Aldrich Corporation | 0.9 | $5.8M | 68k | 85.30 | |
| Citigroup (C) | 0.9 | $5.7M | 118k | 48.51 | |
| Hca Holdings (HCA) | 0.9 | $5.6M | 131k | 42.75 | |
| United Technologies Corporation | 0.9 | $5.6M | 52k | 107.83 | |
| Oracle Corporation (ORCL) | 0.9 | $5.5M | 167k | 33.17 | |
| Fox News | 0.9 | $5.5M | 164k | 33.40 | |
| Microsoft Corporation (MSFT) | 0.9 | $5.3M | 160k | 33.28 | |
| Danaher Corporation (DHR) | 0.8 | $5.2M | 76k | 69.32 | |
| Coach | 0.8 | $5.2M | 95k | 54.53 | |
| Union Pacific Corporation (UNP) | 0.8 | $5.0M | 32k | 155.34 | |
| Cbre Group Inc Cl A (CBRE) | 0.8 | $4.8M | 207k | 23.13 | |
| Celgene Corporation | 0.7 | $4.6M | 30k | 154.13 | |
| International Business Machines (IBM) | 0.7 | $4.4M | 24k | 185.20 | |
| Costco Wholesale Corporation (COST) | 0.7 | $4.1M | 36k | 115.16 | |
| Becton, Dickinson and (BDX) | 0.7 | $4.1M | 41k | 100.01 | |
| Vocera Communications | 0.7 | $4.2M | 224k | 18.60 | |
| Fresh Market | 0.6 | $3.9M | 83k | 47.31 | |
| Grand Canyon Education (LOPE) | 0.6 | $3.8M | 96k | 40.24 | |
| Verizon Communications (VZ) | 0.6 | $3.7M | 78k | 46.67 | |
| Silicon Laboratories (SLAB) | 0.6 | $3.7M | 86k | 42.71 | |
| Infoblox | 0.6 | $3.7M | 87k | 41.82 | |
| LifePoint Hospitals | 0.6 | $3.6M | 77k | 46.63 | |
| Annie's | 0.6 | $3.6M | 72k | 49.10 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $3.5M | 41k | 86.03 | |
| E.I. du Pont de Nemours & Company | 0.6 | $3.4M | 59k | 58.55 | |
| Donaldson Company (DCI) | 0.6 | $3.5M | 91k | 38.13 | |
| H&E Equipment Services (HEES) | 0.5 | $3.4M | 127k | 26.56 | |
| Thermon Group Holdings (THR) | 0.5 | $3.4M | 146k | 23.11 | |
| Interface (TILE) | 0.5 | $3.3M | 167k | 19.84 | |
| HFF | 0.5 | $3.3M | 131k | 25.05 | |
| Philip Morris International (PM) | 0.5 | $3.2M | 37k | 86.59 | |
| Techne Corporation | 0.5 | $3.2M | 40k | 80.05 | |
| LogMeIn | 0.5 | $3.2M | 104k | 31.05 | |
| Cisco Systems (CSCO) | 0.5 | $3.2M | 135k | 23.43 | |
| BroadSoft | 0.5 | $3.2M | 88k | 36.08 | |
| Regeneron Pharmaceuticals (REGN) | 0.5 | $3.1M | 9.8k | 312.83 | |
| Towers Watson & Co | 0.5 | $3.1M | 29k | 106.96 | |
| Financial Engines | 0.5 | $3.1M | 52k | 59.43 | |
| Select Comfort | 0.5 | $3.1M | 125k | 24.35 | |
| Servicesource | 0.5 | $3.0M | 251k | 12.08 | |
| Applied Industrial Technologies (AIT) | 0.5 | $3.0M | 58k | 51.49 | |
| Walt Disney Company (DIS) | 0.5 | $2.9M | 45k | 64.49 | |
| Dex (DXCM) | 0.5 | $2.9M | 101k | 28.22 | |
| First Interstate Bancsystem (FIBK) | 0.5 | $2.8M | 115k | 24.15 | |
| Interactive Intelligence Group | 0.5 | $2.8M | 43k | 63.50 | |
| Smart Balance | 0.5 | $2.8M | 172k | 16.04 | |
| HMS Holdings | 0.4 | $2.7M | 127k | 21.49 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $2.7M | 67k | 40.14 | |
| K12 | 0.4 | $2.6M | 84k | 30.88 | |
| Tejon Ranch Company (TRC) | 0.4 | $2.5M | 80k | 30.84 | |
| Cyan | 0.4 | $2.4M | 243k | 10.05 | |
| Home Depot (HD) | 0.4 | $2.4M | 31k | 75.84 | |
| Berkshire Hathaway (BRK.B) | 0.4 | $2.3M | 20k | 113.53 | |
| Zep | 0.4 | $2.3M | 140k | 16.26 | |
| Simpson Manufacturing (SSD) | 0.4 | $2.2M | 68k | 32.57 | |
| CARBO Ceramics | 0.4 | $2.3M | 23k | 99.11 | |
| ReachLocal | 0.4 | $2.2M | 185k | 11.91 | |
| Geospace Technologies (GEOS) | 0.3 | $2.2M | 26k | 84.28 | |
| Hub (HUBG) | 0.3 | $2.1M | 54k | 39.24 | |
| United Parcel Service (UPS) | 0.3 | $2.0M | 22k | 91.38 | |
| Kansas City Southern | 0.3 | $2.1M | 19k | 109.33 | |
| Restoration Hardware Hldgs I | 0.3 | $2.0M | 31k | 63.35 | |
| Emerson Electric (EMR) | 0.3 | $1.8M | 28k | 64.72 | |
| Wintrust Financial Corporation (WTFC) | 0.3 | $1.9M | 45k | 41.07 | |
| Insulet Corporation (PODD) | 0.3 | $1.9M | 51k | 36.23 | |
| Abbvie (ABBV) | 0.3 | $1.8M | 41k | 44.74 | |
| Comscore | 0.3 | $1.8M | 62k | 28.96 | |
| Novadaq Technologies | 0.3 | $1.8M | 108k | 16.58 | |
| 3M Company (MMM) | 0.3 | $1.7M | 15k | 119.41 | |
| Intel Corporation (INTC) | 0.3 | $1.7M | 75k | 22.92 | |
| Procter & Gamble Company (PG) | 0.3 | $1.8M | 23k | 75.60 | |
| Hexcel Corporation (HXL) | 0.3 | $1.8M | 45k | 38.80 | |
| BlackRock (BLK) | 0.3 | $1.6M | 5.9k | 270.60 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.6M | 35k | 46.29 | |
| Chuys Hldgs (CHUY) | 0.2 | $1.5M | 43k | 35.90 | |
| Abbott Laboratories (ABT) | 0.2 | $1.3M | 40k | 33.19 | |
| Zale Corporation | 0.2 | $1.4M | 91k | 15.20 | |
| Kilroy Realty Corporation (KRC) | 0.2 | $1.3M | 26k | 49.94 | |
| Williams Partners | 0.2 | $1.2M | 23k | 52.89 | |
| Astronics Corporation (ATRO) | 0.2 | $1.2M | 25k | 49.70 | |
| Mondelez Int (MDLZ) | 0.2 | $1.2M | 39k | 31.42 | |
| E2open | 0.2 | $1.2M | 55k | 22.40 | |
| Plum Creek Timber | 0.2 | $1.2M | 26k | 46.84 | |
| Merck & Co (MRK) | 0.2 | $1.2M | 24k | 47.59 | |
| Qualcomm (QCOM) | 0.2 | $1.2M | 17k | 67.34 | |
| Rentrak Corporation | 0.2 | $1.2M | 36k | 32.63 | |
| Trinity Biotech | 0.2 | $1.1M | 52k | 21.76 | |
| Host Hotels & Resorts (HST) | 0.2 | $1.0M | 58k | 17.67 | |
| SYSCO Corporation (SYY) | 0.2 | $1.0M | 32k | 31.82 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $1.1M | 12k | 92.14 | |
| Colgate-Palmolive Company (CL) | 0.2 | $964k | 16k | 59.32 | |
| Halliburton Company (HAL) | 0.2 | $965k | 20k | 48.13 | |
| Callidus Software | 0.2 | $992k | 108k | 9.17 | |
| Reis | 0.2 | $1.0M | 62k | 16.15 | |
| Cerner Corporation | 0.1 | $948k | 18k | 52.55 | |
| General Mills (GIS) | 0.1 | $902k | 19k | 47.93 | |
| U.s. Concrete Inc Cmn | 0.1 | $931k | 46k | 20.07 | |
| PPG Industries (PPG) | 0.1 | $885k | 5.3k | 167.04 | |
| ConocoPhillips (COP) | 0.1 | $892k | 13k | 69.54 | |
| Coleman Cable | 0.1 | $872k | 41k | 21.10 | |
| American Express Company (AXP) | 0.1 | $816k | 11k | 75.56 | |
| McDonald's Corporation (MCD) | 0.1 | $781k | 8.1k | 96.19 | |
| Anadarko Petroleum Corporation | 0.1 | $800k | 8.6k | 93.02 | |
| McGraw-Hill Companies | 0.1 | $735k | 11k | 65.60 | |
| Amgen (AMGN) | 0.1 | $729k | 6.5k | 111.98 | |
| MDC PARTNERS INC CL A SUB Vtg | 0.1 | $762k | 27k | 28.00 | |
| Tenet Healthcare Corporation (THC) | 0.1 | $723k | 18k | 41.17 | |
| Ameriprise Financial (AMP) | 0.1 | $674k | 7.4k | 91.08 | |
| Illinois Tool Works (ITW) | 0.1 | $706k | 9.3k | 76.24 | |
| Lowe's Companies (LOW) | 0.1 | $686k | 14k | 47.64 | |
| salesforce (CRM) | 0.1 | $705k | 14k | 51.93 | |
| bebe stores | 0.1 | $703k | 115k | 6.09 | |
| FedEx Corporation (FDX) | 0.1 | $614k | 5.4k | 114.13 | |
| Walgreen Company | 0.1 | $635k | 12k | 53.76 | |
| MarkWest Energy Partners | 0.1 | $600k | 8.3k | 72.29 | |
| Lydall | 0.1 | $601k | 35k | 17.17 | |
| inContact, Inc . | 0.1 | $647k | 78k | 8.25 | |
| TravelCenters of America | 0.1 | $634k | 81k | 7.85 | |
| Western Asset Income Fund (PAI) | 0.1 | $590k | 46k | 12.71 | |
| Essex Rental | 0.1 | $621k | 182k | 3.41 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $580k | 11k | 51.65 | |
| General Electric Company | 0.1 | $561k | 24k | 23.89 | |
| Paychex (PAYX) | 0.1 | $551k | 14k | 40.63 | |
| Altria (MO) | 0.1 | $556k | 16k | 34.32 | |
| Sap (SAP) | 0.1 | $540k | 7.3k | 73.97 | |
| Zix Corporation | 0.1 | $528k | 108k | 4.90 | |
| Craft Brewers Alliance | 0.1 | $549k | 41k | 13.44 | |
| iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $489k | 13k | 37.05 | |
| Pulte (PHM) | 0.1 | $509k | 31k | 16.49 | |
| Royal Dutch Shell | 0.1 | $487k | 7.4k | 65.74 | |
| Farmer Brothers (FARM) | 0.1 | $479k | 32k | 15.08 | |
| ShoreTel | 0.1 | $489k | 81k | 6.04 | |
| Diamond Foods | 0.1 | $497k | 21k | 23.55 | |
| Barrett Business Services (BBSI) | 0.1 | $465k | 6.9k | 67.25 | |
| NN (NNBR) | 0.1 | $471k | 30k | 15.56 | |
| TESSCO Technologies | 0.1 | $510k | 15k | 33.69 | |
| ZipRealty | 0.1 | $501k | 92k | 5.48 | |
| Carbonite | 0.1 | $499k | 33k | 15.01 | |
| BP (BP) | 0.1 | $419k | 10k | 42.04 | |
| Heritage-Crystal Clean | 0.1 | $418k | 23k | 18.00 | |
| Franklin Covey (FC) | 0.1 | $438k | 24k | 17.93 | |
| American Woodmark Corporation (AMWD) | 0.1 | $431k | 13k | 34.62 | |
| Enterprise Products Partners (EPD) | 0.1 | $442k | 7.2k | 61.08 | |
| Heidrick & Struggles International (HSII) | 0.1 | $431k | 23k | 19.08 | |
| AEGEAN MARINE PETROLEUM Networ Com Stk | 0.1 | $434k | 37k | 11.86 | |
| Natural Gas Services (NGS) | 0.1 | $453k | 17k | 26.80 | |
| Penford Corporation | 0.1 | $422k | 30k | 14.25 | |
| Commercial Vehicle (CVGI) | 0.1 | $446k | 56k | 7.94 | |
| OraSure Technologies (OSUR) | 0.1 | $452k | 75k | 6.01 | |
| Rex American Resources (REX) | 0.1 | $451k | 15k | 30.72 | |
| Cavco Industries (CVCO) | 0.1 | $432k | 7.6k | 56.98 | |
| Marlin Business Services | 0.1 | $404k | 16k | 24.99 | |
| Cerus Corporation (CERS) | 0.1 | $459k | 68k | 6.73 | |
| Twin Disc, Incorporated (TWIN) | 0.1 | $408k | 16k | 26.14 | |
| Manitex International (MNTX) | 0.1 | $417k | 38k | 10.94 | |
| Female Health Company | 0.1 | $429k | 44k | 9.87 | |
| Qad Inc cl a | 0.1 | $406k | 30k | 13.63 | |
| Icad (ICAD) | 0.1 | $429k | 82k | 5.26 | |
| National Resh Corp cl a (NRC) | 0.1 | $423k | 23k | 18.83 | |
| Pfizer (PFE) | 0.1 | $398k | 14k | 28.75 | |
| Psychemedics (PMD) | 0.1 | $399k | 30k | 13.23 | |
| Pacer International | 0.1 | $374k | 61k | 6.18 | |
| Yum! Brands (YUM) | 0.1 | $381k | 5.3k | 71.46 | |
| Marathon Oil Corporation (MRO) | 0.1 | $365k | 11k | 34.89 | |
| Universal Technical Institute (UTI) | 0.1 | $382k | 32k | 12.14 | |
| American Software (AMSWA) | 0.1 | $363k | 43k | 8.53 | |
| Maxwell Technologies | 0.1 | $381k | 42k | 9.06 | |
| PMFG | 0.1 | $375k | 51k | 7.38 | |
| Cambrex Corporation | 0.1 | $382k | 29k | 13.19 | |
| U.S. Lime & Minerals (USLM) | 0.1 | $362k | 6.2k | 58.56 | |
| DTS | 0.1 | $353k | 17k | 20.97 | |
| BlueLinx Holdings | 0.1 | $390k | 200k | 1.95 | |
| LSI Industries (LYTS) | 0.1 | $384k | 46k | 8.43 | |
| Marchex (MCHX) | 0.1 | $397k | 55k | 7.28 | |
| Kona Grill | 0.1 | $378k | 33k | 11.62 | |
| Westwood Holdings (WHG) | 0.1 | $363k | 7.6k | 48.02 | |
| Simulations Plus (SLP) | 0.1 | $393k | 82k | 4.81 | |
| Allot Communications (ALLT) | 0.1 | $353k | 28k | 12.66 | |
| IntraLinks Holdings | 0.1 | $346k | 39k | 8.80 | |
| MicroFinancial Incorporated | 0.1 | $366k | 47k | 7.88 | |
| Streamline Health Solutions (STRM) | 0.1 | $393k | 52k | 7.60 | |
| Reed's | 0.1 | $369k | 66k | 5.55 | |
| Vitesse Semiconductor Corporate | 0.1 | $373k | 123k | 3.04 | |
| Tillys (TLYS) | 0.1 | $351k | 24k | 14.49 | |
| Wal-Mart Stores (WMT) | 0.1 | $301k | 4.1k | 73.90 | |
| Hess (HES) | 0.1 | $309k | 4.0k | 77.25 | |
| Ford Motor Company (F) | 0.1 | $337k | 20k | 16.85 | |
| Kellogg Company (K) | 0.1 | $317k | 5.4k | 58.70 | |
| Kennametal (KMT) | 0.1 | $332k | 7.3k | 45.64 | |
| Cal Dive International (CDVIQ) | 0.1 | $309k | 151k | 2.05 | |
| Houston Wire & Cable Company | 0.1 | $337k | 25k | 13.44 | |
| Pantry | 0.1 | $284k | 26k | 11.06 | |
| Vocus | 0.1 | $335k | 36k | 9.30 | |
| Alphatec Holdings | 0.1 | $309k | 157k | 1.97 | |
| Piedmont Natural Gas Company | 0.1 | $326k | 9.9k | 32.93 | |
| Hooker Furniture Corporation (HOFT) | 0.1 | $339k | 23k | 14.94 | |
| Alpha Pro Tech (APT) | 0.1 | $289k | 192k | 1.51 | |
| NeoGenomics (NEO) | 0.1 | $332k | 111k | 3.00 | |
| Rocky Mountain Chocolate Factory | 0.1 | $330k | 27k | 12.11 | |
| PIMCO Income Opportunity Fund | 0.1 | $279k | 10k | 27.46 | |
| Coca-Cola Company (KO) | 0.0 | $268k | 7.1k | 37.81 | |
| EOG Resources (EOG) | 0.0 | $237k | 1.4k | 169.29 | |
| Mead Johnson Nutrition | 0.0 | $218k | 2.9k | 74.43 | |
| El Paso Pipeline Partners | 0.0 | $245k | 5.8k | 42.24 | |
| Lifeway Foods (LWAY) | 0.0 | $264k | 20k | 13.53 | |
| Pandora Media | 0.0 | $251k | 10k | 25.10 | |
| Fifth & Pac Cos | 0.0 | $233k | 9.3k | 25.12 | |
| Duke Energy (DUK) | 0.0 | $254k | 3.8k | 66.88 | |
| Steelcase (SCS) | 0.0 | $208k | 13k | 16.61 | |
| Interpublic Group of Companies (IPG) | 0.0 | $201k | 12k | 17.15 | |
| New York Times Company (NYT) | 0.0 | $174k | 14k | 12.54 | |
| Infinera (INFN) | 0.0 | $159k | 14k | 11.31 | |
| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $158k | 12k | 13.05 | |
| Callaway Golf Company (MODG) | 0.0 | $112k | 16k | 7.12 | |
| Janus Capital | 0.0 | $106k | 13k | 8.51 | |
| Retail Opportunity Investments (ROIC) | 0.0 | $139k | 10k | 13.79 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $73k | 11k | 6.66 | |
| SunLink Health Systems (SSY) | 0.0 | $39k | 50k | 0.78 | |
| Tejon Ranch Co *w Exp 08/31/2016 warrants & rights | 0.0 | $33k | 12k | 2.79 |
