Granite Investment Partners

Granite Investment Partners as of June 30, 2023

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 259 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.6 $64M 189k 340.54
Apple (AAPL) 2.3 $58M 300k 193.97
Casella Waste Sys Cl A (CWST) 1.6 $41M 454k 90.45
Freshpet (FRPT) 1.6 $40M 603k 65.81
Inter Parfums (IPAR) 1.6 $39M 290k 135.23
Cbiz (CBZ) 1.5 $38M 710k 53.28
Carpenter Technology Corporation (CRS) 1.5 $37M 656k 56.13
Noble Corp Ord Shs A (NE) 1.3 $33M 808k 41.31
Five9 (FIVN) 1.3 $32M 393k 82.45
Azek Cl A (AZEK) 1.3 $32M 1.0M 30.29
DV (DV) 1.3 $32M 810k 38.92
Amphastar Pharmaceuticals (AMPH) 1.2 $31M 533k 57.47
Neogen Corporation (NEOG) 1.2 $31M 1.4M 21.75
Belden (BDC) 1.2 $31M 319k 95.65
Amazon (AMZN) 1.2 $31M 234k 130.36
Visa Com Cl A (V) 1.2 $30M 124k 237.48
Descartes Sys Grp (DSGX) 1.1 $29M 360k 80.11
Montrose Environmental Group (MEG) 1.1 $28M 671k 42.12
Alphabet Cap Stk Cl C (GOOG) 1.1 $28M 233k 120.97
Halozyme Therapeutics (HALO) 1.1 $27M 758k 36.07
Omnicell (OMCL) 1.1 $27M 368k 73.67
Technipfmc (FTI) 1.1 $27M 1.6M 16.62
Visteon Corp Com New (VC) 1.1 $27M 186k 143.61
Livent Corp 1.0 $26M 953k 27.43
Wintrust Financial Corporation (WTFC) 1.0 $25M 340k 72.62
Albany Intl Corp Cl A (AIN) 0.9 $24M 255k 93.28
Eaton Corp SHS (ETN) 0.9 $23M 116k 201.10
ICF International (ICFI) 0.9 $23M 186k 124.39
Paycor Hcm (PYCR) 0.9 $23M 954k 23.67
Axonics Modulation Technolog (AXNX) 0.9 $23M 447k 50.47
Helmerich & Payne (HP) 0.9 $22M 628k 35.45
Deere & Company (DE) 0.9 $22M 55k 405.19
S&p Global (SPGI) 0.9 $22M 55k 400.89
Crane Company Common Stock (CR) 0.9 $22M 242k 89.12
Sprout Social Com Cl A (SPT) 0.8 $21M 460k 46.16
Methanex Corp (MEOH) 0.8 $21M 509k 41.37
Api Group Corp Com Stk (APG) 0.8 $21M 770k 27.26
NVIDIA Corporation (NVDA) 0.8 $21M 50k 423.02
Esab Corporation (ESAB) 0.8 $21M 313k 66.54
Terreno Realty Corporation (TRNO) 0.8 $21M 344k 60.10
Marten Transport (MRTN) 0.8 $20M 936k 21.50
Hilton Grand Vacations (HGV) 0.8 $20M 442k 45.44
Hayward Hldgs (HAYW) 0.8 $20M 1.5M 12.85
Fluor Corporation (FLR) 0.8 $20M 664k 29.60
AtriCure (ATRC) 0.8 $20M 395k 49.36
Napco Security Systems (NSSC) 0.8 $19M 557k 34.65
Kratos Defense & Sec Solutio Com New (KTOS) 0.8 $19M 1.3M 14.34
Certara Ord (CERT) 0.8 $19M 1.0M 18.21
Alamo (ALG) 0.8 $19M 104k 183.91
Rockwell Automation (ROK) 0.8 $19M 58k 329.45
Outfront Media (OUT) 0.8 $19M 1.2M 15.72
Eli Lilly & Co. (LLY) 0.8 $19M 40k 468.98
Ncino (NCNO) 0.7 $18M 609k 30.12
UnitedHealth (UNH) 0.7 $18M 38k 480.64
Corcept Therapeutics Incorporated (CORT) 0.7 $18M 793k 22.25
Rb Global (RBA) 0.7 $17M 291k 60.00
Retail Opportunity Investments (ROIC) 0.7 $17M 1.3M 13.51
California Water Service (CWT) 0.7 $17M 327k 51.63
Portland Gen Elec Com New (POR) 0.7 $17M 354k 46.83
Agilysys (AGYS) 0.7 $17M 241k 68.64
Brp Group Com Cl A (BWIN) 0.7 $17M 666k 24.78
Cryoport Com Par $0.001 (CYRX) 0.6 $16M 939k 17.25
Signet Jewelers SHS (SIG) 0.6 $16M 243k 65.26
Bumble Com Cl A (BMBL) 0.6 $16M 936k 16.78
Stewart Information Services Corporation (STC) 0.6 $15M 375k 41.14
Old Dominion Freight Line (ODFL) 0.6 $15M 41k 369.75
Kura Sushi Usa Cl A Com (KRUS) 0.6 $15M 162k 92.95
Analog Devices (ADI) 0.6 $15M 76k 194.81
Calix (CALX) 0.6 $15M 293k 49.91
American Eagle Outfitters (AEO) 0.5 $14M 1.2M 11.80
Stryker Corporation (SYK) 0.5 $14M 44k 305.09
Adobe Systems Incorporated (ADBE) 0.5 $13M 28k 488.99
IDEXX Laboratories (IDXX) 0.5 $13M 27k 502.23
Zoetis Cl A (ZTS) 0.5 $13M 77k 172.21
Thermo Fisher Scientific (TMO) 0.5 $13M 25k 521.75
Ecovyst (ECVT) 0.5 $13M 1.1M 11.46
Abbvie (ABBV) 0.5 $13M 95k 134.73
Helios Technologies (HLIO) 0.5 $13M 190k 66.09
Lauder Estee Cos Cl A (EL) 0.5 $12M 63k 196.38
BlackRock 0.5 $12M 18k 691.14
Keysight Technologies (KEYS) 0.5 $12M 73k 167.45
MGM Resorts International. (MGM) 0.5 $12M 266k 43.92
Leslies (LESL) 0.4 $11M 1.2M 9.39
Pepsi (PEP) 0.4 $11M 60k 185.22
Inari Medical Ord (NARI) 0.4 $11M 190k 58.14
Costco Wholesale Corporation (COST) 0.4 $11M 20k 538.38
Danaher Corporation (DHR) 0.4 $10M 42k 240.00
Meta Platforms Cl A (META) 0.4 $9.9M 34k 286.98
Saia (SAIA) 0.4 $9.7M 28k 342.41
Bio-techne Corporation (TECH) 0.4 $9.1M 112k 81.63
Automatic Data Processing (ADP) 0.4 $9.1M 41k 219.79
Myr (MYRG) 0.4 $9.1M 65k 138.34
Siteone Landscape Supply (SITE) 0.3 $8.7M 52k 167.36
Inspire Med Sys (INSP) 0.3 $8.2M 25k 324.64
Johnson & Johnson (JNJ) 0.3 $8.2M 50k 165.52
Lennox International (LII) 0.3 $8.1M 25k 326.07
Xponential Fitness Com Cl A (XPOF) 0.3 $7.7M 445k 17.25
ESCO Technologies (ESE) 0.3 $7.7M 74k 103.63
Tractor Supply Company (TSCO) 0.3 $7.6M 34k 221.10
Globus Med Cl A (GMED) 0.3 $7.5M 126k 59.54
Bright Horizons Fam Sol In D (BFAM) 0.3 $7.3M 79k 92.45
Caci Intl Cl A (CACI) 0.3 $7.2M 21k 340.84
Cme (CME) 0.3 $7.2M 39k 185.29
Zurn Water Solutions Corp Zws (ZWS) 0.3 $7.1M 263k 26.89
Aptiv SHS (APTV) 0.3 $7.0M 69k 102.09
Timken Company (TKR) 0.3 $7.0M 77k 91.53
Nike CL B (NKE) 0.3 $7.0M 63k 110.37
Chart Industries (GTLS) 0.3 $7.0M 44k 159.79
Casey's General Stores (CASY) 0.3 $6.9M 28k 243.88
WD-40 Company (WDFC) 0.3 $6.9M 37k 188.65
Shopify Cl A (SHOP) 0.3 $6.8M 106k 64.60
Gxo Logistics Incorporated Common Stock (GXO) 0.3 $6.7M 107k 62.82
Procore Technologies (PCOR) 0.3 $6.7M 104k 65.07
New York Times Cl A (NYT) 0.3 $6.7M 170k 39.38
MKS Instruments (MKSI) 0.3 $6.5M 61k 108.10
Toast Cl A (TOST) 0.3 $6.5M 289k 22.57
Ecolab (ECL) 0.3 $6.5M 35k 186.69
Acushnet Holdings Corp (GOLF) 0.3 $6.4M 117k 54.68
JPMorgan Chase & Co. (JPM) 0.3 $6.3M 44k 145.44
Confluent Class A Com (CFLT) 0.3 $6.3M 179k 35.31
Abbott Laboratories (ABT) 0.3 $6.3M 58k 109.02
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.2 $6.2M 501k 12.43
Amerisafe (AMSF) 0.2 $6.2M 116k 53.32
Agiliti 0.2 $6.1M 372k 16.50
Seacoast Bkg Corp Fla Com New (SBCF) 0.2 $6.1M 278k 22.10
Verra Mobility Corp Cl A Com Stk (VRRM) 0.2 $6.1M 308k 19.72
First American Financial (FAF) 0.2 $6.0M 105k 57.02
Planet Fitness Cl A (PLNT) 0.2 $5.9M 88k 67.44
Marriott Vacations Wrldwde Cp (VAC) 0.2 $5.9M 48k 122.72
Ida (IDA) 0.2 $5.9M 58k 102.60
Hubbell (HUBB) 0.2 $5.9M 18k 331.56
Shockwave Med 0.2 $5.9M 21k 285.41
Linde SHS (LIN) 0.2 $5.9M 15k 381.08
Sensient Technologies Corporation (SXT) 0.2 $5.8M 82k 71.13
Alphabet Cap Stk Cl A (GOOGL) 0.2 $5.7M 48k 119.70
Parsons Corporation (PSN) 0.2 $5.5M 115k 48.14
John Bean Technologies Corporation 0.2 $5.5M 45k 121.30
Definitive Healthcare Corp Class A Com (DH) 0.2 $5.4M 494k 11.00
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $5.4M 64k 83.92
Monro Muffler Brake (MNRO) 0.2 $5.4M 133k 40.63
Ufp Industries (UFPI) 0.2 $5.3M 55k 97.05
Jacobs Engineering Group (J) 0.2 $5.2M 44k 118.89
Axogen (AXGN) 0.2 $5.0M 552k 9.13
Becton, Dickinson and (BDX) 0.2 $5.0M 19k 264.01
Natera (NTRA) 0.2 $4.8M 98k 48.66
Potlatch Corporation (PCH) 0.2 $4.7M 89k 52.85
Dorman Products (DORM) 0.2 $4.6M 59k 78.83
stock 0.2 $4.6M 43k 106.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $4.5M 13k 341.00
Jfrog Ord Shs (FROG) 0.2 $4.5M 163k 27.70
Crown Castle Intl (CCI) 0.2 $4.5M 40k 113.94
Doximity Cl A (DOCS) 0.2 $4.4M 130k 34.02
Guardant Health (GH) 0.2 $4.4M 123k 35.80
United Therapeutics Corporation (UTHR) 0.2 $4.4M 20k 220.75
Autodesk (ADSK) 0.2 $4.4M 21k 204.61
Crowdstrike Hldgs Cl A (CRWD) 0.2 $4.3M 29k 146.87
Brooks Automation (AZTA) 0.2 $4.3M 92k 46.68
Vital Farms (VITL) 0.2 $4.1M 342k 11.99
Walt Disney Company (DIS) 0.2 $4.1M 46k 89.28
Semtech Corporation (SMTC) 0.2 $3.9M 155k 25.46
ACI Worldwide (ACIW) 0.2 $3.9M 170k 23.17
Littelfuse (LFUS) 0.2 $3.9M 14k 291.31
Driven Brands Hldgs (DRVN) 0.2 $3.9M 144k 27.06
General Electric Com New (GE) 0.2 $3.9M 35k 109.85
Ciena Corp Com New (CIEN) 0.2 $3.8M 91k 42.49
Oracle Corporation (ORCL) 0.2 $3.8M 32k 119.09
PROS Holdings (PRO) 0.2 $3.8M 123k 30.80
First Interstate Bancsystem (FIBK) 0.1 $3.7M 157k 23.84
Smartsheet Com Cl A (SMAR) 0.1 $3.7M 97k 38.26
Glaukos (GKOS) 0.1 $3.7M 52k 71.21
Home Depot (HD) 0.1 $3.6M 12k 310.64
Veracyte (VCYT) 0.1 $3.5M 136k 25.47
Ambarella SHS (AMBA) 0.1 $3.4M 41k 83.67
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $3.4M 102k 33.51
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $3.4M 75k 45.41
salesforce (CRM) 0.1 $3.3M 15k 211.26
Simpson Manufacturing (SSD) 0.1 $3.2M 23k 138.50
Chevron Corporation (CVX) 0.1 $3.1M 20k 157.35
W.W. Grainger (GWW) 0.1 $3.1M 3.9k 788.59
Firstcash Holdings (FCFS) 0.1 $3.1M 33k 93.33
Boeing Company (BA) 0.1 $3.0M 14k 211.16
Mettler-Toledo International (MTD) 0.1 $3.0M 2.3k 1311.64
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $3.0M 57k 51.70
Paccar (PCAR) 0.1 $2.8M 33k 83.65
Blackline (BL) 0.1 $2.7M 50k 53.82
Mondelez Intl Cl A (MDLZ) 0.1 $2.7M 36k 72.94
Raytheon Technologies Corp (RTX) 0.1 $2.6M 27k 97.96
Silicon Laboratories (SLAB) 0.1 $2.5M 16k 157.74
Repligen Corporation (RGEN) 0.1 $2.4M 17k 141.46
Ptc (PTC) 0.1 $2.2M 16k 142.30
Procter & Gamble Company (PG) 0.1 $2.2M 15k 151.74
Cisco Systems (CSCO) 0.1 $2.2M 42k 51.74
United Parcel Service CL B (UPS) 0.1 $2.2M 12k 179.25
Schlumberger Com Stk (SLB) 0.1 $2.1M 44k 49.12
McDonald's Corporation (MCD) 0.1 $2.0M 6.7k 298.41
Lyft Cl A Com (LYFT) 0.1 $1.9M 202k 9.59
Verizon Communications (VZ) 0.1 $1.9M 52k 37.19
Honeywell International (HON) 0.1 $1.7M 8.4k 207.50
Exxon Mobil Corporation (XOM) 0.1 $1.6M 15k 107.25
Starbucks Corporation (SBUX) 0.1 $1.6M 16k 99.06
Nucor Corporation (NUE) 0.1 $1.6M 9.5k 163.98
Bristol Myers Squibb (BMY) 0.1 $1.4M 21k 63.95
Lowe's Companies (LOW) 0.1 $1.4M 6.0k 225.70
Wells Fargo & Company (WFC) 0.1 $1.3M 32k 42.68
Charles Schwab Corporation (SCHW) 0.1 $1.3M 24k 56.68
Paypal Holdings (PYPL) 0.1 $1.3M 19k 66.73
Fortive (FTV) 0.0 $1.2M 17k 74.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.2M 31k 40.68
Citigroup Com New (C) 0.0 $1.2M 27k 46.04
Canadian Pacific Kansas City (CP) 0.0 $1.2M 15k 80.77
Amgen (AMGN) 0.0 $1.2M 5.4k 222.02
Merck & Co (MRK) 0.0 $1.2M 10k 115.39
Union Pacific Corporation (UNP) 0.0 $1.2M 5.8k 204.62
Fiserv (FI) 0.0 $1.1M 8.4k 126.15
Philip Morris International (PM) 0.0 $1.0M 10k 97.62
Colgate-Palmolive Company (CL) 0.0 $956k 12k 77.04
Ishares Tr Russell 2000 Etf (IWM) 0.0 $927k 5.0k 187.27
Donaldson Company (DCI) 0.0 $903k 15k 62.51
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $860k 11k 81.24
Paychex (PAYX) 0.0 $856k 7.6k 111.87
International Business Machines (IBM) 0.0 $823k 6.2k 133.81
General Mills (GIS) 0.0 $776k 10k 76.70
Illinois Tool Works (ITW) 0.0 $726k 2.9k 250.16
Emerson Electric (EMR) 0.0 $683k 7.6k 90.39
EOG Resources (EOG) 0.0 $641k 5.6k 114.44
Mastercard Incorporated Cl A (MA) 0.0 $532k 1.4k 393.30
3M Company (MMM) 0.0 $524k 5.2k 100.09
Palo Alto Networks (PANW) 0.0 $488k 1.9k 255.51
Freeport-mcmoran CL B (FCX) 0.0 $487k 12k 40.00
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $453k 51k 8.92
SYSCO Corporation (SYY) 0.0 $445k 6.0k 74.20
Lockheed Martin Corporation (LMT) 0.0 $428k 930.00 460.38
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $413k 12k 35.65
Coca-Cola Company (KO) 0.0 $393k 6.5k 60.22
Doubleline Income Solutions (DSL) 0.0 $327k 27k 11.91
Intuitive Surgical Com New (ISRG) 0.0 $326k 952.00 341.94
Universal Hlth Svcs CL B (UHS) 0.0 $316k 2.0k 157.77
Walgreen Boots Alliance (WBA) 0.0 $311k 11k 28.49
Shell Spon Ads (SHEL) 0.0 $281k 4.7k 60.38
Western Asset Income Fund (PAI) 0.0 $277k 24k 11.63
Hca Holdings (HCA) 0.0 $263k 866.00 303.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $259k 942.00 275.18
Vail Resorts (MTN) 0.0 $252k 1.0k 251.76
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $238k 911.00 261.48
Nextera Energy (NEE) 0.0 $237k 3.2k 74.20
Intel Corporation (INTC) 0.0 $216k 6.5k 33.44
Tesla Motors (TSLA) 0.0 $212k 810.00 261.77
Bank of America Corporation (BAC) 0.0 $206k 7.2k 28.69
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $144k 3.3k 43.80
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $127k 1.3k 99.65
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $87k 1.9k 46.16
Ishares Tr Msci Eafe Etf (EFA) 0.0 $69k 950.00 72.50
SunLink Health Systems (SSY) 0.0 $55k 60k 0.91
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $46k 481.00 95.09
Ishares Tr China Lg-cap Etf (FXI) 0.0 $27k 1.0k 27.19
Talkspace (TALK) 0.0 $18k 14k 1.27
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $7.3k 30.00 242.67
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $4.6k 29.00 157.83
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.9k 18.00 107.61