Granite Investment Partners

Granite Investment Partners as of June 30, 2024

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 253 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.3 $79M 177k 446.95
Apple (AAPL) 2.5 $61M 289k 210.62
NVIDIA Corporation (NVDA) 2.0 $49M 392k 123.54
Freshpet (FRPT) 2.0 $47M 366k 129.39
Casella Waste Sys Cl A (CWST) 1.8 $45M 449k 99.22
Cbiz (CBZ) 1.8 $43M 581k 74.10
Amazon (AMZN) 1.7 $41M 213k 193.25
Halozyme Therapeutics (HALO) 1.6 $39M 753k 52.36
Alphabet Cap Stk Cl C (GOOG) 1.6 $39M 214k 183.42
Eaton Corp SHS (ETN) 1.5 $35M 113k 313.55
Eli Lilly & Co. (LLY) 1.4 $35M 38k 905.38
Neogen Corporation (NEOG) 1.3 $32M 2.1M 15.63
Agilysys (AGYS) 1.3 $32M 304k 104.14
Noble Corp Ord Shs A (NE) 1.3 $31M 695k 44.65
Napco Security Systems (NSSC) 1.3 $31M 593k 51.95
Visa Com Cl A (V) 1.2 $29M 111k 262.47
Wintrust Financial Corporation (WTFC) 1.2 $28M 282k 98.56
Axcelis Technologies Com New (ACLS) 1.2 $28M 196k 142.19
Inter Parfums (IPAR) 1.1 $27M 236k 116.03
Montrose Environmental Group (MEG) 1.1 $27M 598k 44.56
Louisiana-Pacific Corporation (LPX) 1.1 $26M 312k 82.33
Helmerich & Payne (HP) 1.0 $24M 661k 36.14
Crane Company Common Stock (CR) 1.0 $23M 161k 144.98
Hubbell (HUBB) 0.9 $23M 62k 365.48
Tower Semiconductor Shs New (TSEM) 0.9 $22M 567k 39.31
Kratos Defense & Sec Solutio Com New (KTOS) 0.9 $22M 1.1M 20.01
S&p Global (SPGI) 0.9 $22M 49k 446.00
Descartes Sys Grp (DSGX) 0.8 $20M 211k 96.84
Veracyte (VCYT) 0.8 $20M 935k 21.67
Arlo Technologies (ARLO) 0.8 $20M 1.5M 13.04
Stewart Information Services Corporation (STC) 0.8 $19M 312k 62.08
Deere & Company (DE) 0.8 $19M 51k 373.63
Carpenter Technology Corporation (CRS) 0.8 $19M 172k 109.58
Fluor Corporation (FLR) 0.8 $19M 433k 43.55
Arcbest (ARCB) 0.8 $19M 175k 107.08
Lumentum Hldgs (LITE) 0.8 $19M 364k 50.92
Belden (BDC) 0.8 $18M 196k 93.80
Signet Jewelers SHS (SIG) 0.7 $18M 199k 89.58
Azek Cl A (AZEK) 0.7 $18M 419k 42.13
Staar Surgical Com Par $0.01 (STAA) 0.7 $17M 362k 47.61
Outfront Media 0.7 $17M 1.2M 14.30
Costco Wholesale Corporation (COST) 0.7 $17M 20k 849.99
ICF International (ICFI) 0.7 $17M 114k 148.46
Terreno Realty Corporation (TRNO) 0.7 $17M 282k 59.18
Ge Aerospace Com New (GE) 0.7 $17M 104k 158.97
Paycor Hcm (PYCR) 0.7 $17M 1.3M 12.70
Esab Corporation (ESAB) 0.7 $16M 172k 94.43
Stryker Corporation (SYK) 0.7 $16M 47k 340.25
Amphastar Pharmaceuticals (AMPH) 0.7 $16M 398k 40.00
Crowdstrike Hldgs Cl A (CRWD) 0.7 $16M 41k 383.19
Ncino (NCNO) 0.7 $16M 503k 31.45
Methanex Corp (MEOH) 0.7 $16M 326k 48.26
Abbvie (ABBV) 0.6 $16M 91k 171.52
Firstcash Holdings (FCFS) 0.6 $15M 147k 104.88
Certara Ord (CERT) 0.6 $15M 1.1M 13.85
Sitime Corp (SITM) 0.6 $15M 120k 124.38
Meta Platforms Cl A (META) 0.6 $15M 29k 504.22
Paccar (PCAR) 0.6 $15M 143k 102.94
Rockwell Automation (ROK) 0.6 $15M 53k 275.28
Marten Transport (MRTN) 0.6 $14M 765k 18.45
Cushman Wakefield SHS (CWK) 0.6 $14M 1.3M 10.40
Dutch Bros Cl A (BROS) 0.6 $14M 333k 41.40
Callaway Golf Company (MODG) 0.6 $14M 899k 15.30
Vestis Corporation Com Shs (VSTS) 0.6 $14M 1.1M 12.23
Old Dominion Freight Line (ODFL) 0.6 $13M 76k 176.60
Adobe Systems Incorporated (ADBE) 0.5 $13M 23k 555.54
Thermo Fisher Scientific (TMO) 0.5 $13M 23k 553.00
California Water Service (CWT) 0.5 $13M 267k 48.49
Braze Com Cl A (BRZE) 0.5 $13M 333k 38.84
BlackRock 0.5 $13M 16k 787.32
Rxsight (RXST) 0.5 $12M 201k 60.17
Viavi Solutions Inc equities (VIAV) 0.5 $12M 1.7M 6.87
Rogers Corporation (ROG) 0.5 $12M 98k 120.61
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.5 $12M 328k 35.47
Natera (NTRA) 0.5 $12M 107k 108.29
Zoetis Cl A (ZTS) 0.5 $11M 65k 173.36
Magnite Ord (MGNI) 0.5 $11M 845k 13.29
IDEXX Laboratories (IDXX) 0.5 $11M 23k 487.20
Sherwin-Williams Company (SHW) 0.5 $11M 37k 298.43
Avidxchange Holdings (AVDX) 0.4 $11M 895k 12.06
ICU Medical, Incorporated (ICUI) 0.4 $11M 90k 118.75
Danaher Corporation (DHR) 0.4 $11M 42k 249.85
Shopify Cl A (SHOP) 0.4 $10M 157k 66.05
Ziprecruiter Cl A (ZIP) 0.4 $10M 1.1M 9.09
Analog Devices (ADI) 0.4 $10M 45k 228.26
MGM Resorts International. (MGM) 0.4 $10M 227k 44.44
Automatic Data Processing (ADP) 0.4 $9.6M 40k 238.69
Ge Vernova (GEV) 0.4 $9.2M 54k 171.51
10x Genomics Cl A Com (TXG) 0.4 $9.0M 461k 19.45
JPMorgan Chase & Co. (JPM) 0.4 $8.8M 44k 202.26
Kura Sushi Usa Cl A Com (KRUS) 0.4 $8.6M 137k 63.09
Spx Corp (SPXC) 0.4 $8.6M 60k 142.14
Pepsi (PEP) 0.4 $8.5M 52k 164.93
Ecolab (ECL) 0.3 $8.4M 35k 238.00
Crocs (CROX) 0.3 $8.2M 56k 145.94
Amicus Therapeutics (FOLD) 0.3 $8.1M 821k 9.92
Ccc Intelligent Solutions Holdings (CCCS) 0.3 $8.1M 731k 11.11
Bumble Com Cl A (BMBL) 0.3 $8.1M 768k 10.51
Ptc (PTC) 0.3 $8.0M 44k 181.67
Colfax Corp (ENOV) 0.3 $8.0M 178k 45.20
Helios Technologies (HLIO) 0.3 $8.0M 167k 47.75
New York Times Cl A (NYT) 0.3 $7.8M 152k 51.21
Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.7M 42k 182.15
Houlihan Lokey Cl A (HLI) 0.3 $7.6M 56k 134.86
Linde SHS (LIN) 0.3 $7.3M 17k 438.81
Nvent Electric SHS (NVT) 0.3 $7.3M 95k 76.61
ESCO Technologies (ESE) 0.3 $7.3M 69k 105.04
Globus Med Cl A (GMED) 0.3 $7.2M 105k 68.49
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.3 $7.2M 999k 7.16
Core & Main Cl A (CNM) 0.3 $7.1M 145k 48.94
Alphatec Hldgs Com New (ATEC) 0.3 $6.9M 664k 10.45
Johnson & Johnson (JNJ) 0.3 $6.9M 47k 146.16
UnitedHealth (UNH) 0.3 $6.9M 14k 509.26
Vital Farms (VITL) 0.3 $6.9M 147k 46.77
Hayward Hldgs (HAYW) 0.3 $6.9M 558k 12.30
Api Group Corp Com Stk (APG) 0.3 $6.8M 180k 37.63
Bio-techne Corporation (TECH) 0.3 $6.6M 93k 71.65
Amerisafe (AMSF) 0.3 $6.5M 148k 43.89
John Bean Technologies Corporation (JBTM) 0.3 $6.3M 67k 94.97
Clearwater Analytics Hldgs I Cl A (CWAN) 0.3 $6.3M 339k 18.52
Jfrog Ord Shs (FROG) 0.3 $6.1M 164k 37.55
Procore Technologies (PCOR) 0.3 $6.1M 92k 66.31
Parsons Corporation (PSN) 0.3 $6.0M 74k 81.81
Casey's General Stores (CASY) 0.2 $6.0M 16k 381.56
Applied Industrial Technologies (AIT) 0.2 $6.0M 31k 194.00
Wayfair Cl A (W) 0.2 $6.0M 113k 52.73
Exponent (EXPO) 0.2 $5.8M 61k 95.12
Jacobs Engineering Group (J) 0.2 $5.7M 41k 139.71
Siteone Landscape Supply (SITE) 0.2 $5.7M 47k 121.41
Caci Intl Cl A (CACI) 0.2 $5.6M 13k 430.13
Ufp Industries (UFPI) 0.2 $5.6M 50k 112.00
Timken Company (TKR) 0.2 $5.5M 69k 80.13
Allegro Microsystems Ord (ALGM) 0.2 $5.5M 196k 28.24
Dorman Products (DORM) 0.2 $5.5M 60k 91.48
Verra Mobility Corp Cl A Com Stk (VRRM) 0.2 $5.5M 202k 27.20
Cme (CME) 0.2 $5.5M 28k 196.60
Abbott Laboratories (ABT) 0.2 $5.5M 53k 103.91
Ionis Pharmaceuticals (IONS) 0.2 $5.4M 114k 47.66
Bright Horizons Fam Sol In D (BFAM) 0.2 $5.4M 49k 110.08
Albany Intl Corp Cl A (AIN) 0.2 $5.3M 63k 84.45
Ambarella SHS (AMBA) 0.2 $5.3M 98k 53.95
Silicon Laboratories (SLAB) 0.2 $5.2M 47k 110.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.2M 13k 406.80
Smartsheet Com Cl A (SMAR) 0.2 $5.2M 118k 44.08
First American Financial (FAF) 0.2 $5.1M 95k 53.95
Myr (MYRG) 0.2 $5.1M 38k 135.71
Zurn Water Solutions Corp Zws (ZWS) 0.2 $5.1M 173k 29.40
Mp Materials Corp Com Cl A (MP) 0.2 $4.9M 386k 12.73
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $4.9M 61k 80.29
Definitive Healthcare Corp Class A Com (DH) 0.2 $4.8M 885k 5.46
Oracle Corporation (ORCL) 0.2 $4.8M 34k 141.20
Blackline (BL) 0.2 $4.7M 96k 48.45
Primerica (PRI) 0.2 $4.6M 19k 236.58
Nike CL B (NKE) 0.2 $4.5M 60k 75.37
Becton, Dickinson and (BDX) 0.2 $4.5M 19k 233.71
MKS Instruments (MKSI) 0.2 $4.5M 34k 130.58
Autodesk (ADSK) 0.2 $4.5M 18k 247.45
First Interstate Bancsystem (FIBK) 0.2 $4.4M 160k 27.77
AZZ Incorporated (AZZ) 0.2 $4.3M 56k 77.25
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $4.3M 76k 56.42
Jones Lang LaSalle Incorporated (JLL) 0.2 $4.3M 21k 205.28
Summit Matls Cl A 0.2 $4.2M 115k 36.61
Potlatch Corporation (PCH) 0.2 $4.2M 106k 39.39
Aptiv SHS 0.2 $4.1M 59k 70.42
Home Depot (HD) 0.2 $4.1M 12k 344.24
Fmc Corp Com New (FMC) 0.2 $3.9M 68k 57.55
Repligen Corporation (RGEN) 0.2 $3.9M 31k 126.06
Shift4 Pmts Cl A (FOUR) 0.2 $3.8M 52k 73.35
Olin Corp Com Par $1 (OLN) 0.2 $3.7M 78k 47.15
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $3.6M 128k 28.39
Walt Disney Company (DIS) 0.1 $3.6M 36k 99.29
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $3.6M 57k 62.87
W.W. Grainger (GWW) 0.1 $3.5M 3.9k 902.24
Glaukos (GKOS) 0.1 $3.4M 29k 118.35
Simpson Manufacturing (SSD) 0.1 $3.4M 20k 168.53
Littelfuse (LFUS) 0.1 $3.4M 13k 255.59
Semtech Corporation (SMTC) 0.1 $3.2M 109k 29.88
Brooks Automation (AZTA) 0.1 $3.1M 60k 52.62
PROS Holdings (PRO) 0.1 $3.1M 108k 28.65
Chevron Corporation (CVX) 0.1 $3.0M 19k 156.42
Mettler-Toledo International (MTD) 0.1 $2.9M 2.1k 1397.59
Tootsie Roll Industries (TR) 0.1 $2.8M 93k 30.57
Inspire Med Sys (INSP) 0.1 $2.8M 21k 133.83
Mondelez Intl Cl A (MDLZ) 0.1 $2.3M 36k 65.44
Procter & Gamble Company (PG) 0.1 $2.1M 13k 164.92
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 115.12
Crown Castle Intl (CCI) 0.1 $1.9M 19k 97.70
Wells Fargo & Company (WFC) 0.1 $1.9M 32k 59.39
Canadian Pacific Kansas City (CP) 0.1 $1.9M 24k 78.73
Citigroup Com New (C) 0.1 $1.7M 27k 63.46
Amgen (AMGN) 0.1 $1.7M 5.4k 312.45
McDonald's Corporation (MCD) 0.1 $1.7M 6.6k 254.84
Cisco Systems (CSCO) 0.1 $1.6M 34k 47.51
Nucor Corporation (NUE) 0.1 $1.5M 9.6k 158.08
salesforce (CRM) 0.1 $1.5M 5.8k 257.10
Lowe's Companies (LOW) 0.1 $1.3M 6.0k 220.46
Caterpillar (CAT) 0.1 $1.3M 3.9k 333.10
Verizon Communications (VZ) 0.1 $1.3M 31k 41.24
Fiserv (FI) 0.1 $1.3M 8.4k 149.04
Raytheon Technologies Corp (RTX) 0.1 $1.2M 12k 100.39
Union Pacific Corporation (UNP) 0.1 $1.2M 5.4k 226.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.2M 28k 43.76
Colgate-Palmolive Company (CL) 0.0 $1.2M 12k 97.04
Charles Schwab Corporation (SCHW) 0.0 $1.1M 15k 73.69
Veralto Corp Com Shs (VLTO) 0.0 $1.1M 12k 95.47
International Business Machines (IBM) 0.0 $1.0M 6.0k 172.95
Donaldson Company (DCI) 0.0 $1.0M 14k 71.56
Merck & Co (MRK) 0.0 $949k 7.7k 123.80
Paychex (PAYX) 0.0 $907k 7.6k 118.56
United Parcel Service CL B (UPS) 0.0 $882k 6.4k 136.85
Fortive (FTV) 0.0 $879k 12k 74.10
Honeywell International (HON) 0.0 $862k 4.0k 213.54
Emerson Electric (EMR) 0.0 $832k 7.6k 110.16
Philip Morris International (PM) 0.0 $735k 7.2k 101.33
Illinois Tool Works (ITW) 0.0 $687k 2.9k 236.96
Marriott Intl Cl A (MAR) 0.0 $652k 2.7k 241.77
Palo Alto Networks (PANW) 0.0 $647k 1.9k 339.01
General Mills (GIS) 0.0 $622k 9.8k 63.26
Lauder Estee Cos Cl A (EL) 0.0 $604k 5.7k 106.40
Mastercard Incorporated Cl A (MA) 0.0 $597k 1.4k 441.16
Freeport-mcmoran CL B (FCX) 0.0 $494k 10k 48.60
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $482k 50k 9.69
3M Company (MMM) 0.0 $473k 4.6k 102.19
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $454k 12k 38.42
Lockheed Martin Corporation (LMT) 0.0 $434k 930.00 467.10
SYSCO Corporation (SYY) 0.0 $428k 6.0k 71.39
Coca-Cola Company (KO) 0.0 $416k 6.5k 63.65
Doubleline Income Solutions (DSL) 0.0 $380k 30k 12.52
Universal Hlth Svcs CL B (UHS) 0.0 $370k 2.0k 184.93
Intuitive Surgical Com New (ISRG) 0.0 $363k 816.00 444.85
Shell Spon Ads (SHEL) 0.0 $336k 4.7k 72.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $267k 4.6k 58.52
Visteon Corp Com New (VC) 0.0 $259k 2.4k 106.70
Bank of America Corporation (BAC) 0.0 $244k 6.1k 39.77
Nextera Energy (NEE) 0.0 $227k 3.2k 70.81
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $166k 3.5k 47.45
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $136k 1.3k 106.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $103k 282.00 364.51
Ishares Tr Russell 2000 Etf (IWM) 0.0 $90k 444.00 202.89
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $86k 1.9k 45.58
Talkspace (TALK) 0.0 $84k 37k 2.30
Mamamancini's Holdings (MAMA) 0.0 $77k 11k 6.74
Ishares Tr Msci Eafe Etf (EFA) 0.0 $74k 950.00 78.33
SunLink Health Systems (SSY) 0.0 $60k 75k 0.80
Leslies (LESL) 0.0 $50k 12k 4.19
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $47k 481.00 97.27
Latham Group (SWIM) 0.0 $42k 14k 3.03
Nephros (NEPH) 0.0 $30k 14k 2.11
The Beauty Health Company Com Cl A (SKIN) 0.0 $24k 13k 1.92
Opko Health (OPK) 0.0 $17k 13k 1.25
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $7.9k 30.00 262.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.1k 29.00 174.48
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.9k 18.00 106.78