Granite Investment Partners

Granite Investment Partners as of Sept. 30, 2023

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 260 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.5 $60M 189k 315.75
Apple (AAPL) 2.1 $51M 299k 171.21
Inter Parfums (IPAR) 1.8 $44M 324k 134.34
Carpenter Technology Corporation (CRS) 1.8 $43M 641k 67.21
Noble Corp Ord Shs A (NE) 1.7 $41M 804k 50.65
Casella Waste Sys Cl A (CWST) 1.7 $40M 527k 76.30
Freshpet (FRPT) 1.6 $39M 589k 65.88
Cbiz (CBZ) 1.5 $37M 710k 51.90
Halozyme Therapeutics (HALO) 1.4 $33M 856k 38.20
Technipfmc (FTI) 1.4 $32M 1.6M 20.34
Helmerich & Payne (HP) 1.3 $32M 751k 42.16
Alphabet Cap Stk Cl C (GOOG) 1.3 $31M 235k 131.85
Belden (BDC) 1.3 $31M 319k 96.55
Azek Cl A (AZEK) 1.3 $31M 1.0M 29.74
Amazon (AMZN) 1.2 $30M 232k 127.12
Paycor Hcm (PYCR) 1.2 $29M 1.3M 22.83
Albany Intl Corp Cl A (AIN) 1.2 $29M 333k 86.28
Visa Com Cl A (V) 1.2 $29M 124k 230.01
Descartes Sys Grp (DSGX) 1.1 $26M 360k 73.38
Wintrust Financial Corporation (WTFC) 1.1 $26M 342k 75.50
Neogen Corporation (NEOG) 1.1 $26M 1.4M 18.54
Visteon Corp Com New (VC) 1.1 $25M 184k 138.07
Eaton Corp SHS (ETN) 1.1 $25M 118k 213.28
Fluor Corporation (FLR) 1.0 $25M 677k 36.70
DV (DV) 0.9 $23M 812k 27.95
ICF International (ICFI) 0.9 $23M 186k 120.81
Eli Lilly & Co. (LLY) 0.9 $22M 42k 537.13
Blackline (BL) 0.9 $22M 402k 55.47
Esab Corporation (ESAB) 0.9 $22M 315k 70.22
Hayward Hldgs (HAYW) 0.9 $22M 1.5M 14.10
Corcept Therapeutics Incorporated (CORT) 0.9 $22M 799k 27.25
Crane Company Common Stock (CR) 0.9 $22M 244k 88.84
Methanex Corp (MEOH) 0.9 $21M 475k 45.05
NVIDIA Corporation (NVDA) 0.9 $21M 49k 434.99
Deere & Company (DE) 0.9 $21M 55k 377.38
Kratos Defense & Sec Solutio Com New (KTOS) 0.8 $20M 1.3M 15.02
S&p Global (SPGI) 0.8 $20M 55k 365.41
Api Group Corp Com Stk (APG) 0.8 $20M 774k 25.93
Terreno Realty Corporation (TRNO) 0.8 $20M 345k 56.80
Ncino (NCNO) 0.8 $20M 612k 31.80
Veracyte (VCYT) 0.8 $19M 866k 22.33
Marten Transport (MRTN) 0.8 $19M 939k 19.71
Axonics Modulation Technolog (AXNX) 0.8 $18M 329k 56.12
Hilton Grand Vacations (HGV) 0.8 $18M 445k 40.70
Alamo (ALG) 0.8 $18M 104k 172.86
Sprout Social Com Cl A (SPT) 0.8 $18M 361k 49.88
Louisiana-Pacific Corporation (LPX) 0.7 $18M 319k 55.27
Signet Jewelers SHS (SIG) 0.7 $18M 244k 71.81
AtriCure (ATRC) 0.7 $17M 396k 43.80
Rockwell Automation (ROK) 0.7 $17M 58k 285.87
UnitedHealth (UNH) 0.7 $17M 33k 504.19
Old Dominion Freight Line (ODFL) 0.7 $17M 40k 409.14
Stewart Information Services Corporation (STC) 0.7 $17M 378k 43.80
Agilysys (AGYS) 0.7 $16M 242k 66.16
Brp Group Com Cl A (BWIN) 0.7 $16M 673k 23.23
Montrose Environmental Group (MEG) 0.7 $16M 531k 29.26
California Water Service (CWT) 0.6 $16M 327k 47.31
Certara Ord (CERT) 0.6 $15M 1.1M 14.54
Amphastar Pharmaceuticals (AMPH) 0.6 $15M 331k 45.99
Hubbell (HUBB) 0.6 $15M 48k 313.41
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.6 $15M 1.5M 10.00
Abbvie (ABBV) 0.6 $14M 96k 149.06
Adobe Systems Incorporated (ADBE) 0.6 $14M 28k 509.90
Bumble Com Cl A (BMBL) 0.6 $14M 939k 14.92
Calix (CALX) 0.6 $14M 294k 45.84
Stryker Corporation (SYK) 0.6 $13M 49k 273.27
Xponential Fitness Com Cl A (XPOF) 0.6 $13M 852k 15.50
Thermo Fisher Scientific (TMO) 0.5 $13M 26k 506.17
Zoetis Cl A (ZTS) 0.5 $13M 75k 173.98
Ishares Tr Russell 2000 Etf (IWM) 0.5 $13M 73k 176.74
Analog Devices (ADI) 0.5 $13M 73k 175.09
Napco Security Systems (NSSC) 0.5 $13M 560k 22.25
Helios Technologies (HLIO) 0.5 $12M 221k 55.48
Costco Wholesale Corporation (COST) 0.5 $12M 21k 564.96
IDEXX Laboratories (IDXX) 0.5 $12M 26k 437.27
BlackRock (BLK) 0.5 $11M 18k 646.49
General Electric Com New (GE) 0.5 $11M 102k 110.55
Arcbest (ARCB) 0.5 $11M 110k 101.65
Ecovyst (ECVT) 0.5 $11M 1.1M 9.84
Kura Sushi Usa Cl A Com (KRUS) 0.5 $11M 164k 66.12
Silk Road Medical Inc Common 0.4 $11M 716k 14.99
Saia (SAIA) 0.4 $11M 27k 398.65
Danaher Corporation (DHR) 0.4 $11M 42k 248.10
Meta Platforms Cl A (META) 0.4 $11M 35k 300.21
Pepsi (PEP) 0.4 $10M 62k 169.44
Automatic Data Processing (ADP) 0.4 $10M 42k 240.58
MGM Resorts International. (MGM) 0.4 $9.6M 260k 36.76
Lauder Estee Cos Cl A (EL) 0.4 $8.9M 62k 144.55
Myr (MYRG) 0.3 $8.3M 62k 134.76
Cohu (COHU) 0.3 $8.2M 237k 34.44
Siteone Landscape Supply (SITE) 0.3 $8.0M 49k 163.45
Outfront Media (OUT) 0.3 $7.9M 780k 10.10
Johnson & Johnson (JNJ) 0.3 $7.9M 51k 155.75
ESCO Technologies (ESE) 0.3 $7.8M 75k 104.44
Cme (CME) 0.3 $7.7M 38k 200.22
Bio-techne Corporation (TECH) 0.3 $7.5M 110k 68.07
Casey's General Stores (CASY) 0.3 $7.3M 27k 271.52
Rb Global (RBA) 0.3 $7.2M 115k 62.50
WD-40 Company (WDFC) 0.3 $7.0M 35k 203.24
Chart Industries (GTLS) 0.3 $7.0M 41k 169.12
Guardant Health (GH) 0.3 $6.9M 232k 29.64
Figs Cl A (FIGS) 0.3 $6.9M 1.2M 5.90
Tractor Supply Company (TSCO) 0.3 $6.9M 34k 203.05
Leslies (LESL) 0.3 $6.8M 1.2M 5.66
Portland Gen Elec Com New (POR) 0.3 $6.7M 166k 40.48
Zurn Water Solutions Corp Zws (ZWS) 0.3 $6.7M 239k 28.02
Aptiv SHS (APTV) 0.3 $6.7M 68k 98.59
New York Times Cl A (NYT) 0.3 $6.6M 160k 41.20
Procore Technologies (PCOR) 0.3 $6.4M 98k 65.32
JPMorgan Chase & Co. (JPM) 0.3 $6.3M 44k 145.02
Caci Intl Cl A (CACI) 0.3 $6.3M 20k 313.93
Houlihan Lokey Cl A (HLI) 0.3 $6.3M 59k 107.12
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.2M 48k 130.86
Linde SHS (LIN) 0.3 $6.2M 17k 372.35
stock 0.3 $6.2M 42k 146.25
Lennox International (LII) 0.3 $6.1M 16k 374.44
Shopify Cl A (SHOP) 0.3 $6.1M 112k 54.57
Bright Horizons Fam Sol In D (BFAM) 0.3 $6.1M 74k 81.46
Nike CL B (NKE) 0.3 $6.0M 63k 95.62
Ecolab (ECL) 0.3 $6.0M 36k 169.40
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $5.9M 101k 58.65
Ciena Corp Com New (CIEN) 0.2 $5.9M 125k 47.26
Globus Med Cl A (GMED) 0.2 $5.9M 118k 49.65
Seacoast Bkg Corp Fla Com New (SBCF) 0.2 $5.8M 262k 21.96
Jacobs Engineering Group (J) 0.2 $5.7M 42k 136.50
Abbott Laboratories (ABT) 0.2 $5.6M 58k 96.85
First American Financial (FAF) 0.2 $5.6M 99k 56.49
Crowdstrike Hldgs Cl A (CRWD) 0.2 $5.5M 33k 167.38
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $5.5M 79k 69.48
Parsons Corporation (PSN) 0.2 $5.5M 101k 54.35
Dorman Products (DORM) 0.2 $5.5M 72k 75.76
John Bean Technologies Corporation (JBT) 0.2 $5.4M 52k 105.14
Timken Company (TKR) 0.2 $5.3M 72k 73.49
Ufp Industries (UFPI) 0.2 $5.3M 52k 102.40
Five9 (FIVN) 0.2 $5.3M 82k 64.30
Verra Mobility Corp Cl A Com Stk (VRRM) 0.2 $5.2M 277k 18.70
Becton, Dickinson and (BDX) 0.2 $5.2M 20k 258.53
Toast Cl A (TOST) 0.2 $5.1M 273k 18.73
Confluent Class A Com (CFLT) 0.2 $5.1M 171k 29.61
MKS Instruments (MKSI) 0.2 $5.0M 57k 86.54
Inspire Med Sys (INSP) 0.2 $4.8M 24k 198.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $4.7M 13k 350.30
Brooks Automation (AZTA) 0.2 $4.7M 93k 50.19
Monro Muffler Brake (MNRO) 0.2 $4.6M 165k 27.77
Definitive Healthcare Corp Class A Com (DH) 0.2 $4.4M 555k 7.99
Autodesk (ADSK) 0.2 $4.4M 21k 206.91
PROS Holdings (PRO) 0.2 $4.3M 124k 34.62
United Therapeutics Corporation (UTHR) 0.2 $4.2M 19k 225.87
Amerisafe (AMSF) 0.2 $4.2M 84k 50.07
Core & Main Cl A (CNM) 0.2 $4.2M 146k 28.85
Generac Holdings (GNRC) 0.2 $4.2M 38k 108.96
Natera (NTRA) 0.2 $4.1M 93k 44.25
Planet Fitness Cl A (PLNT) 0.2 $4.1M 83k 49.18
Potlatch Corporation (PCH) 0.2 $4.1M 89k 45.39
Semtech Corporation (SMTC) 0.2 $4.0M 156k 25.75
Vital Farms (VITL) 0.2 $4.0M 345k 11.58
Smartsheet Com Cl A (SMAR) 0.2 $4.0M 98k 40.46
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $4.0M 129k 30.66
First Interstate Bancsystem (FIBK) 0.2 $4.0M 158k 24.94
Lyft Cl A Com (LYFT) 0.2 $3.9M 375k 10.54
Glaukos (GKOS) 0.2 $3.9M 52k 75.25
Shockwave Med 0.2 $3.9M 20k 199.10
ACI Worldwide (ACIW) 0.2 $3.9M 171k 22.56
Oracle Corporation (ORCL) 0.1 $3.6M 34k 105.92
Crown Castle Intl (CCI) 0.1 $3.6M 39k 92.03
Silicon Laboratories (SLAB) 0.1 $3.6M 31k 115.89
Jfrog Ord Shs (FROG) 0.1 $3.6M 141k 25.36
Home Depot (HD) 0.1 $3.5M 12k 302.16
Simpson Manufacturing (SSD) 0.1 $3.5M 24k 149.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $3.5M 76k 45.43
Boeing Company (BA) 0.1 $3.4M 18k 191.68
Chevron Corporation (CVX) 0.1 $3.3M 20k 168.62
Sportradar Group Class A Ord Shs (SRAD) 0.1 $3.3M 330k 10.01
Littelfuse (LFUS) 0.1 $3.3M 13k 247.32
Repligen Corporation (RGEN) 0.1 $3.3M 21k 159.01
salesforce (CRM) 0.1 $3.1M 15k 202.78
Applied Industrial Technologies (AIT) 0.1 $3.0M 20k 154.61
Ambarella SHS (AMBA) 0.1 $2.9M 54k 53.03
Integral Ad Science Hldng (IAS) 0.1 $2.9M 242k 11.89
Ida (IDA) 0.1 $2.9M 31k 93.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.9M 57k 49.85
AZZ Incorporated (AZZ) 0.1 $2.9M 63k 45.58
Paccar (PCAR) 0.1 $2.8M 33k 85.02
Walt Disney Company (DIS) 0.1 $2.7M 34k 81.05
Omnicell (OMCL) 0.1 $2.7M 60k 45.04
W.W. Grainger (GWW) 0.1 $2.7M 3.9k 691.84
Doximity Cl A (DOCS) 0.1 $2.6M 123k 21.22
Schlumberger Com Stk (SLB) 0.1 $2.6M 44k 58.30
Mettler-Toledo International (MTD) 0.1 $2.5M 2.3k 1108.07
Mondelez Intl Cl A (MDLZ) 0.1 $2.5M 36k 69.40
Cisco Systems (CSCO) 0.1 $2.4M 44k 53.76
Agiliti 0.1 $2.3M 351k 6.49
Ptc (PTC) 0.1 $2.2M 15k 141.68
Procter & Gamble Company (PG) 0.1 $2.1M 15k 145.86
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 117.58
SurModics (SRDX) 0.1 $2.0M 62k 32.09
McDonald's Corporation (MCD) 0.1 $1.8M 6.7k 263.44
Axogen (AXGN) 0.1 $1.8M 351k 5.00
Canadian Pacific Kansas City (CP) 0.1 $1.7M 23k 74.41
United Parcel Service CL B (UPS) 0.1 $1.6M 11k 155.87
Nucor Corporation (NUE) 0.1 $1.5M 9.6k 156.35
Amgen (AMGN) 0.1 $1.5M 5.4k 268.76
Starbucks Corporation (SBUX) 0.1 $1.3M 15k 91.27
Wells Fargo & Company (WFC) 0.1 $1.3M 32k 40.86
Fortive (FTV) 0.1 $1.3M 17k 74.16
Lowe's Companies (LOW) 0.1 $1.2M 6.0k 207.84
Charles Schwab Corporation (SCHW) 0.1 $1.2M 23k 54.90
Bristol Myers Squibb (BMY) 0.1 $1.2M 21k 58.04
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.2M 31k 39.21
Verizon Communications (VZ) 0.0 $1.1M 35k 32.41
Union Pacific Corporation (UNP) 0.0 $1.1M 5.4k 203.63
Citigroup Com New (C) 0.0 $1.0M 25k 41.13
Paypal Holdings (PYPL) 0.0 $1.0M 17k 58.46
Philip Morris International (PM) 0.0 $964k 10k 92.58
Fiserv (FI) 0.0 $953k 8.4k 112.96
Marriott Intl Cl A (MAR) 0.0 $936k 4.8k 196.56
Raytheon Technologies Corp (RTX) 0.0 $919k 13k 71.97
Honeywell International (HON) 0.0 $898k 4.9k 184.74
Colgate-Palmolive Company (CL) 0.0 $883k 12k 71.11
Paychex (PAYX) 0.0 $882k 7.6k 115.33
Donaldson Company (DCI) 0.0 $862k 15k 59.64
International Business Machines (IBM) 0.0 $846k 6.0k 140.30
Merck & Co (MRK) 0.0 $813k 7.9k 102.95
Emerson Electric (EMR) 0.0 $730k 7.6k 96.57
EOG Resources (EOG) 0.0 $710k 5.6k 126.76
Caterpillar (CAT) 0.0 $694k 2.5k 273.00
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $678k 10k 68.04
Illinois Tool Works (ITW) 0.0 $668k 2.9k 230.31
General Mills (GIS) 0.0 $648k 10k 63.99
Tesla Motors (TSLA) 0.0 $582k 2.3k 250.22
Mastercard Incorporated Cl A (MA) 0.0 $536k 1.4k 395.91
3M Company (MMM) 0.0 $490k 5.2k 93.62
Freeport-mcmoran CL B (FCX) 0.0 $454k 12k 37.29
Palo Alto Networks (PANW) 0.0 $447k 1.9k 234.44
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $447k 52k 8.63
SYSCO Corporation (SYY) 0.0 $396k 6.0k 66.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $393k 12k 33.96
Lockheed Martin Corporation (LMT) 0.0 $380k 930.00 408.96
Coca-Cola Company (KO) 0.0 $366k 6.5k 55.98
Doubleline Income Solutions (DSL) 0.0 $332k 28k 11.72
Shell Spon Ads (SHEL) 0.0 $300k 4.7k 64.38
Universal Hlth Svcs CL B (UHS) 0.0 $252k 2.0k 125.73
Walgreen Boots Alliance (WBA) 0.0 $243k 11k 22.24
Intuitive Surgical Com New (ISRG) 0.0 $242k 828.00 292.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $227k 911.00 249.35
Western Asset Income Fund (PAI) 0.0 $224k 20k 11.25
Vail Resorts (MTN) 0.0 $222k 1.0k 221.89
Intel Corporation (INTC) 0.0 $205k 5.8k 35.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $136k 3.3k 41.42
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $132k 497.00 265.99
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $120k 1.3k 94.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $84k 1.9k 44.23
Ishares Tr Msci Eafe Etf (EFA) 0.0 $66k 950.00 68.92
SunLink Health Systems (SSY) 0.0 $60k 75k 0.80
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $43k 481.00 89.22
Talkspace (TALK) 0.0 $38k 19k 1.95
Ishares Tr China Lg-cap Etf (FXI) 0.0 $27k 1.0k 26.53
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $6.7k 30.00 224.17
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $4.4k 29.00 151.83
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.9k 18.00 103.72