Granite Investment Partners

Granite Investment Partners as of Sept. 30, 2020

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 272 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 2.5 $57M 18k 3148.76
Microsoft Corporation (MSFT) 2.1 $48M 229k 210.33
LivePerson (LPSN) 1.9 $44M 841k 51.99
Siteone Landscape Supply (SITE) 1.9 $43M 355k 121.95
Natera (NTRA) 1.8 $40M 552k 72.24
Neogenomics Com New (NEO) 1.6 $36M 987k 36.89
Halozyme Therapeutics (HALO) 1.5 $35M 1.3M 26.28
Paypal Holdings (PYPL) 1.5 $34M 171k 197.03
Apple (AAPL) 1.4 $31M 264k 115.81
Docusign (DOCU) 1.3 $30M 138k 215.24
S&p Global (SPGI) 1.3 $29M 81k 360.60
Caredx (CDNA) 1.3 $29M 760k 37.94
Visa Com Cl A (V) 1.3 $29M 144k 199.97
Kratos Defense & Sec Solutio Com New (KTOS) 1.3 $28M 1.5M 19.28
salesforce (CRM) 1.2 $28M 112k 251.32
Nike CL B (NKE) 1.2 $28M 221k 125.54
Facebook Cl A (META) 1.2 $27M 105k 261.90
Thermo Fisher Scientific (TMO) 1.2 $27M 61k 441.52
Crown Castle Intl (CCI) 1.1 $26M 155k 166.50
Descartes Sys Grp (DSGX) 1.1 $25M 445k 56.98
Alphabet Cap Stk Cl C (GOOG) 1.1 $24M 17k 1469.63
Vicor Corporation (VICR) 1.1 $24M 310k 77.73
Topbuild (BLD) 1.0 $24M 138k 170.69
Ttec Holdings (TTEC) 1.0 $23M 420k 54.55
Brooks Automation (AZTA) 1.0 $23M 487k 46.26
Cheesecake Factory Incorporated (CAKE) 1.0 $22M 796k 27.74
Cerence (CRNC) 1.0 $22M 451k 48.87
Jacobs Engineering 1.0 $22M 235k 92.77
Veracyte (VCYT) 1.0 $22M 664k 32.49
Inspire Med Sys (INSP) 0.9 $20M 158k 129.05
Phreesia (PHR) 0.9 $20M 632k 32.13
Cbiz (CBZ) 0.9 $20M 877k 22.87
Rockwell Automation (ROK) 0.9 $20M 90k 220.68
Goosehead Ins Com Cl A (GSHD) 0.9 $20M 229k 86.59
Methanex Corp (MEOH) 0.9 $20M 807k 24.40
Evercore Class A (EVR) 0.8 $19M 290k 65.46
H&E Equipment Services (HEES) 0.8 $19M 954k 19.66
Zoetis Cl A (ZTS) 0.8 $18M 111k 165.37
Terreno Realty Corporation (TRNO) 0.8 $18M 329k 54.76
U.S. Physical Therapy (USPH) 0.8 $18M 205k 86.88
Boingo Wireless 0.8 $18M 1.7M 10.19
Nevro (NVRO) 0.8 $18M 125k 139.30
Cryoport Com Par $0.001 (CYRX) 0.8 $17M 368k 47.40
Hilton Grand Vacations (HGV) 0.8 $17M 823k 20.98
Marten Transport (MRTN) 0.7 $16M 999k 16.32
Saia (SAIA) 0.7 $16M 129k 126.14
Visteon Corp Com New (VC) 0.7 $16M 235k 69.22
Match Group (MTCH) 0.7 $16M 145k 110.65
Hub Group Cl A (HUBG) 0.7 $16M 319k 50.20
SJW (SJW) 0.7 $16M 263k 60.86
Materion Corporation (MTRN) 0.7 $16M 307k 52.03
Papa John's Int'l (PZZA) 0.7 $16M 193k 82.28
Medallia 0.7 $16M 574k 27.42
Celsius Hldgs Com New (CELH) 0.7 $16M 692k 22.71
Knowles (KN) 0.7 $16M 1.1M 14.90
Re Max Hldgs Cl A (RMAX) 0.7 $16M 477k 32.73
Livent Corp 0.7 $16M 1.7M 8.97
BlackRock (BLK) 0.7 $15M 27k 563.55
Acushnet Holdings Corp (GOLF) 0.7 $15M 453k 33.61
NVIDIA Corporation (NVDA) 0.7 $15M 28k 541.21
Keysight Technologies (KEYS) 0.7 $15M 151k 98.78
Lions Gate Entmnt Corp Cl A Vtg (LGF.A) 0.7 $15M 1.6M 9.48
Hercules Technology Growth Capital (HTGC) 0.7 $15M 1.3M 11.57
HealthStream (HSTM) 0.6 $14M 708k 20.07
Beacon Roofing Supply (BECN) 0.6 $14M 450k 31.07
Danaher Corporation (DHR) 0.6 $14M 64k 215.32
Inter Parfums (IPAR) 0.6 $14M 368k 37.35
Dmc Global (BOOM) 0.6 $14M 417k 32.94
Disney Walt Com Disney (DIS) 0.6 $14M 110k 124.08
Old Dominion Freight Line (ODFL) 0.6 $14M 75k 180.92
Lauder Estee Cos Cl A (EL) 0.6 $13M 61k 218.25
Monmouth Real Estate Invt Cl A 0.6 $13M 912k 13.85
California Water Service (CWT) 0.6 $13M 290k 43.45
Encore Wire Corporation (WIRE) 0.6 $13M 270k 46.42
Ww Intl (WW) 0.5 $12M 652k 18.87
Capri Holdings SHS (CPRI) 0.5 $12M 670k 18.00
Ecolab (ECL) 0.5 $11M 57k 199.84
Kirby Corporation (KEX) 0.5 $11M 316k 36.17
stock 0.5 $11M 61k 188.13
National Bk Hldgs Corp Cl A (NBHC) 0.5 $11M 435k 26.25
Autodesk (ADSK) 0.5 $11M 49k 231.01
Catalent (CTLT) 0.5 $11M 131k 85.66
Align Technology (ALGN) 0.5 $11M 33k 327.35
Columbia Banking System (COLB) 0.5 $11M 457k 23.85
Guardant Health (GH) 0.5 $11M 96k 111.78
Pepsi (PEP) 0.5 $11M 77k 138.60
Costco Wholesale Corporation (COST) 0.5 $11M 30k 354.98
Marcus & Millichap (MMI) 0.5 $10M 373k 27.52
Verisk Analytics (VRSK) 0.5 $10M 55k 185.31
Dex (DXCM) 0.4 $10M 25k 412.22
Retail Opportunity Investments (ROIC) 0.4 $10M 958k 10.41
Horace Mann Educators Corporation (HMN) 0.4 $9.9M 298k 33.40
Spotify Technology S A SHS (SPOT) 0.4 $9.6M 40k 242.57
Lululemon Athletica (LULU) 0.4 $9.5M 29k 329.36
Ligand Pharmaceuticals Com New (LGND) 0.4 $9.3M 97k 95.31
Slack Technologies Com Cl A 0.4 $8.8M 326k 26.86
Johnson & Johnson (JNJ) 0.4 $8.7M 59k 148.87
Activision Blizzard 0.4 $8.2M 102k 80.95
Intuitive Surgical Com New (ISRG) 0.3 $7.9M 11k 709.52
Booking Holdings (BKNG) 0.3 $7.8M 4.5k 1710.79
Five9 (FIVN) 0.3 $7.8M 60k 129.68
Automatic Data Processing (ADP) 0.3 $7.6M 55k 139.48
Insulet Corporation (PODD) 0.3 $7.4M 31k 236.59
Central Pac Finl Corp Com New (CPF) 0.3 $7.4M 542k 13.57
Fidelity National Information Services (FIS) 0.3 $7.2M 49k 147.21
Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.1M 4.8k 1465.51
Littelfuse (LFUS) 0.3 $6.7M 38k 177.33
Becton, Dickinson and (BDX) 0.3 $6.7M 29k 232.67
Abbott Laboratories (ABT) 0.3 $6.6M 61k 108.84
Cme (CME) 0.3 $6.4M 39k 167.32
Illumina (ILMN) 0.3 $6.3M 20k 309.08
UnitedHealth (UNH) 0.3 $6.2M 20k 311.78
Okta Cl A (OKTA) 0.3 $5.9M 28k 213.83
Paylocity Holding Corporation (PCTY) 0.2 $5.5M 34k 161.41
ACI Worldwide (ACIW) 0.2 $5.2M 199k 26.13
Ambarella SHS (AMBA) 0.2 $5.1M 98k 52.18
Rogers Corporation (ROG) 0.2 $5.0M 51k 98.05
Aerie Pharmaceuticals 0.2 $4.9M 419k 11.77
Monro Muffler Brake (MNRO) 0.2 $4.9M 121k 40.57
Liveramp Holdings (RAMP) 0.2 $4.8M 93k 51.77
JPMorgan Chase & Co. (JPM) 0.2 $4.7M 49k 96.27
Deere & Company (DE) 0.2 $4.7M 21k 221.64
Aptar (ATR) 0.2 $4.7M 41k 113.20
Dorman Products (DORM) 0.2 $4.6M 51k 90.39
Axogen (AXGN) 0.2 $4.6M 393k 11.63
2u (TWOU) 0.2 $4.3M 128k 33.86
Verizon Communications (VZ) 0.2 $4.2M 70k 59.49
Healthcare Services (HCSG) 0.2 $4.0M 188k 21.53
Catchmark Timber Tr Cl A 0.2 $4.0M 451k 8.93
New York Times Cl A (NYT) 0.2 $3.9M 92k 42.79
Home Depot (HD) 0.2 $3.8M 14k 277.74
Stryker Corporation (SYK) 0.2 $3.6M 17k 208.38
Appfolio Com Cl A (APPF) 0.2 $3.5M 25k 141.79
Novocure Ord Shs (NVCR) 0.2 $3.5M 31k 111.30
Louisiana-Pacific Corporation (LPX) 0.2 $3.5M 118k 29.51
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $3.3M 115k 28.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $3.3M 15k 212.94
Glaukos (GKOS) 0.1 $3.3M 66k 49.53
GenMark Diagnostics 0.1 $3.1M 220k 14.20
Oracle Corporation (ORCL) 0.1 $3.1M 52k 59.69
American Woodmark Corporation (AMWD) 0.1 $3.1M 40k 78.53
Marriott Vacations Wrldwde Cp (VAC) 0.1 $3.1M 34k 90.80
Lockheed Martin Corporation (LMT) 0.1 $3.0M 7.9k 383.33
Emergent BioSolutions (EBS) 0.1 $3.0M 29k 103.35
Parsons Corporation (PSN) 0.1 $3.0M 89k 33.54
First Republic Bank/san F (FRCB) 0.1 $3.0M 27k 109.06
Cavco Industries (CVCO) 0.1 $2.9M 16k 180.30
Lennox International (LII) 0.1 $2.9M 11k 272.63
Carpenter Technology Corporation (CRS) 0.1 $2.8M 155k 18.16
Freshpet (FRPT) 0.1 $2.8M 25k 111.65
First Intst Bancsystem Com Cl A (FIBK) 0.1 $2.8M 88k 31.85
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $2.8M 79k 35.22
Royal Gold (RGLD) 0.1 $2.8M 23k 120.16
Performance Food (PFGC) 0.1 $2.8M 80k 34.61
Timken Company (TKR) 0.1 $2.7M 50k 54.23
Silicon Laboratories (SLAB) 0.1 $2.7M 28k 97.85
Herc Hldgs (HRI) 0.1 $2.6M 66k 39.61
Albemarle Corporation (ALB) 0.1 $2.6M 29k 89.28
New Relic 0.1 $2.6M 45k 56.35
Ritchie Bros. Auctioneers Inco 0.1 $2.6M 43k 59.24
Primerica (PRI) 0.1 $2.5M 22k 113.12
UniFirst Corporation (UNF) 0.1 $2.5M 13k 189.36
Raytheon Technologies Corp (RTX) 0.1 $2.4M 42k 57.54
Abbvie (ABBV) 0.1 $2.4M 28k 87.60
Skechers U S A Cl A (SKX) 0.1 $2.4M 78k 30.22
Neogen Corporation (NEOG) 0.1 $2.3M 30k 78.25
Intel Corporation (INTC) 0.1 $2.3M 44k 51.78
Grand Canyon Education (LOPE) 0.1 $2.3M 29k 79.95
Cisco Systems (CSCO) 0.1 $2.3M 58k 39.38
Chevron Corporation (CVX) 0.1 $2.2M 31k 72.01
Omnicell (OMCL) 0.1 $2.2M 30k 74.67
3M Company (MMM) 0.1 $2.2M 14k 160.16
Procter & Gamble Company (PG) 0.1 $2.2M 16k 138.97
Knight Swift Transn Hldgs In Cl A (KNX) 0.1 $2.2M 54k 40.70
Vivint Smart Home Com Cl A 0.1 $2.2M 128k 17.08
Heartland Express (HTLD) 0.1 $2.2M 117k 18.60
Mettler-Toledo International (MTD) 0.1 $2.2M 2.2k 965.92
Smartsheet Com Cl A (SMAR) 0.1 $2.2M 44k 49.42
Gentex Corporation (GNTX) 0.1 $2.1M 83k 25.75
Rexford Industrial Realty Inc reit (REXR) 0.1 $2.1M 47k 45.76
Evo Pmts Cl A Com 0.1 $2.1M 85k 24.85
Simpson Manufacturing (SSD) 0.1 $2.1M 22k 97.15
Stepan Company (SCL) 0.1 $2.1M 19k 109.01
United Parcel Service CL B (UPS) 0.1 $2.0M 12k 166.65
CoreSite Realty 0.1 $2.0M 17k 118.86
HMS Holdings 0.1 $2.0M 83k 23.95
Euronet Worldwide (EEFT) 0.1 $1.9M 21k 91.09
ViaSat (VSAT) 0.1 $1.9M 56k 34.39
Amgen (AMGN) 0.1 $1.9M 7.6k 254.19
Thor Industries (THO) 0.1 $1.9M 20k 95.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.9M 24k 79.64
Bristol Myers Squibb (BMY) 0.1 $1.9M 31k 60.30
Firstcash 0.1 $1.9M 33k 57.19
Iaa 0.1 $1.8M 35k 52.07
Mercury Computer Systems (MRCY) 0.1 $1.8M 23k 77.46
Medtronic SHS (MDT) 0.1 $1.7M 17k 103.95
Linde SHS 0.1 $1.7M 7.0k 238.09
Wells Fargo & Company (WFC) 0.1 $1.6M 70k 23.51
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 28k 57.45
Helmerich & Payne (HP) 0.1 $1.6M 108k 14.65
IDEXX Laboratories (IDXX) 0.1 $1.6M 4.0k 393.00
Jones Lang LaSalle Incorporated (JLL) 0.1 $1.6M 16k 95.66
McDonald's Corporation (MCD) 0.1 $1.5M 7.0k 219.53
Altra Holdings 0.1 $1.5M 41k 36.96
Ida (IDA) 0.1 $1.5M 19k 79.92
Charles Schwab Corporation (SCHW) 0.1 $1.5M 40k 36.24
Bank of Hawaii Corporation (BOH) 0.1 $1.4M 28k 50.52
Gw Pharmaceuticals Ads 0.1 $1.4M 15k 97.34
W.W. Grainger (GWW) 0.1 $1.4M 3.9k 356.89
General Electric Company 0.1 $1.4M 221k 6.23
Ptc (PTC) 0.1 $1.2M 15k 82.73
Philip Morris International (PM) 0.1 $1.2M 16k 74.98
Bio-techne Corporation (TECH) 0.1 $1.2M 4.8k 247.80
Union Pacific Corporation (UNP) 0.1 $1.2M 6.0k 196.81
Dupont De Nemours (DD) 0.1 $1.2M 21k 55.48
Nordstrom (JWN) 0.0 $1.1M 88k 11.92
Merck & Co (MRK) 0.0 $1.0M 13k 82.92
Colgate-Palmolive Company (CL) 0.0 $1.0M 14k 77.18
Sherwin-Williams Company (SHW) 0.0 $1.0M 1.5k 696.67
Citigroup Com New (C) 0.0 $1.0M 23k 43.12
Wisdomtree Tr Europe Hedged Eq (HEDJ) 0.0 $1.0M 16k 61.35
Lowe's Companies (LOW) 0.0 $995k 6.0k 165.83
Fiserv (FI) 0.0 $991k 9.6k 103.05
Exxon Mobil Corporation (XOM) 0.0 $879k 26k 34.32
Kansas City Southern Com New 0.0 $752k 4.2k 180.77
International Business Machines (IBM) 0.0 $733k 6.0k 121.60
Donaldson Company (DCI) 0.0 $671k 15k 46.44
Western Asset Income Fund (PAI) 0.0 $662k 41k 16.10
Air Products & Chemicals (APD) 0.0 $655k 2.2k 297.73
Paychex (PAYX) 0.0 $650k 8.1k 79.77
General Mills (GIS) 0.0 $624k 10k 61.66
Illinois Tool Works (ITW) 0.0 $599k 3.1k 193.23
Hubbell (HUBB) 0.0 $570k 4.2k 136.89
Emerson Electric (EMR) 0.0 $495k 7.6k 65.52
At&t (T) 0.0 $481k 17k 28.52
Fortive (FTV) 0.0 $480k 6.3k 76.19
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $467k 44k 10.67
Mastercard Incorporated Cl A (MA) 0.0 $451k 1.3k 337.83
Honeywell International (HON) 0.0 $442k 2.7k 164.43
Walgreen Boots Alliance (WBA) 0.0 $410k 11k 35.91
Ishares Tr China Lg-cap Etf (FXI) 0.0 $378k 9.0k 42.02
SYSCO Corporation (SYY) 0.0 $373k 6.0k 62.17
Doubleline Income Solutions (DSL) 0.0 $341k 21k 16.01
Coca-Cola Company (KO) 0.0 $322k 6.5k 49.32
Comcast Corp Cl A (CMCSA) 0.0 $305k 6.6k 46.33
Shopify Cl A (SHOP) 0.0 $271k 265.00 1022.64
Altria (MO) 0.0 $246k 6.4k 38.56
ConocoPhillips (COP) 0.0 $244k 7.4k 32.85
Pfizer (PFE) 0.0 $243k 6.6k 36.67
Palo Alto Networks (PANW) 0.0 $237k 970.00 244.33
Vail Resorts (MTN) 0.0 $235k 1.1k 213.64
Nextera Energy (NEE) 0.0 $234k 842.00 277.91
Hca Holdings (HCA) 0.0 $220k 1.8k 124.79
Ishares Tr Russell 2000 Etf (IWM) 0.0 $220k 1.5k 149.76
Pimco CA Municipal Income Fund (PCQ) 0.0 $214k 12k 17.67
Universal Hlth Svcs CL B (UHS) 0.0 $214k 2.0k 107.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $169k 911.00 185.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $130k 4.1k 31.36
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $115k 2.1k 56.04
Commercial Vehicle (CVGI) 0.0 $114k 18k 6.50
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $89k 1.3k 70.08
Ishares Tr Msci Eafe Etf (EFA) 0.0 $60k 950.00 63.16
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $53k 245.00 216.33
SunLink Health Systems (SSY) 0.0 $48k 50k 0.96
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $47k 528.00 89.02
Hyrecar (HYREQ) 0.0 $36k 12k 3.12
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $29k 474.00 61.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $18k 135.00 133.33
Bristol-myers Squibb Right 99/99/9999 0.0 $9.0k 4.0k 2.27
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $5.0k 33.00 151.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $3.0k 29.00 103.45
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.0k 18.00 111.11