Granite Investment Partners

Granite Investment Partners as of Sept. 30, 2024

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 245 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.2 $74M 172k 430.30
Apple (AAPL) 2.8 $65M 278k 233.00
NVIDIA Corporation (NVDA) 1.8 $41M 339k 121.44
Amazon (AMZN) 1.8 $41M 220k 186.33
Casella Waste Sys Cl A (CWST) 1.7 $40M 398k 99.49
Cbiz (CBZ) 1.7 $39M 584k 67.29
Freshpet (FRPT) 1.6 $37M 271k 136.77
Alphabet Cap Stk Cl C (GOOG) 1.5 $35M 210k 167.19
Neogen Corporation (NEOG) 1.5 $35M 2.1M 16.81
Eaton Corp SHS (ETN) 1.5 $34M 104k 331.44
Eli Lilly & Co. (LLY) 1.4 $33M 38k 885.94
Wintrust Financial Corporation (WTFC) 1.3 $31M 289k 108.53
Louisiana-Pacific Corporation (LPX) 1.3 $31M 289k 107.46
Agilysys (AGYS) 1.3 $29M 268k 108.97
Visa Com Cl A (V) 1.2 $27M 100k 274.95
Inter Parfums (IPAR) 1.2 $27M 210k 129.48
Belden (BDC) 1.2 $27M 231k 117.13
Tower Semiconductor Shs New (TSEM) 1.2 $27M 607k 44.26
Hubbell (HUBB) 1.1 $27M 62k 428.35
S&p Global (SPGI) 1.1 $26M 51k 516.62
Halozyme Therapeutics (HALO) 1.1 $25M 439k 57.24
Veracyte (VCYT) 1.1 $25M 724k 34.04
Kratos Defense & Sec Solutio Com New (KTOS) 1.0 $24M 1.0M 23.30
Siteone Landscape Supply (SITE) 1.0 $24M 156k 150.91
Carpenter Technology Corporation (CRS) 1.0 $23M 145k 159.58
Paycor Hcm (PYCR) 1.0 $23M 1.6M 14.19
Napco Security Systems (NSSC) 1.0 $22M 550k 40.46
Stewart Information Services Corporation (STC) 0.9 $22M 289k 74.74
Lumentum Hldgs (LITE) 0.9 $22M 340k 63.38
Outfront Media (OUT) 0.9 $21M 1.1M 18.38
Amphastar Pharmaceuticals (AMPH) 0.8 $20M 406k 48.53
Ge Aerospace Com New (GE) 0.8 $19M 103k 188.58
Fluor Corporation (FLR) 0.8 $19M 404k 47.71
Sitime Corp (SITM) 0.8 $19M 112k 171.51
Deere & Company (DE) 0.8 $19M 46k 417.33
ICU Medical, Incorporated (ICUI) 0.8 $19M 104k 182.22
Axcelis Technologies Com New (ACLS) 0.8 $19M 176k 104.85
Old Dominion Freight Line (ODFL) 0.8 $18M 92k 198.64
Abbvie (ABBV) 0.8 $18M 91k 197.48
Helmerich & Payne (HP) 0.8 $18M 585k 30.42
Costco Wholesale Corporation (COST) 0.8 $18M 20k 886.52
Terreno Realty Corporation (TRNO) 0.7 $17M 261k 66.83
First Hawaiian (FHB) 0.7 $17M 749k 23.15
Cushman Wakefield SHS (CWK) 0.7 $17M 1.3M 13.63
Azek Cl A (AZEK) 0.7 $17M 369k 46.80
Arcbest (ARCB) 0.7 $17M 156k 108.45
Arlo Technologies (ARLO) 0.7 $17M 1.4M 12.11
Hayward Hldgs (HAYW) 0.7 $17M 1.1M 15.34
Stryker Corporation (SYK) 0.7 $17M 46k 361.26
Crane Company Common Stock (CR) 0.7 $17M 105k 158.28
MDU Resources (MDU) 0.7 $17M 602k 27.41
Meta Platforms Cl A (META) 0.7 $16M 29k 572.44
Amicus Therapeutics (FOLD) 0.7 $16M 1.5M 10.68
Vestis Corporation Com Shs (VSTS) 0.7 $16M 1.1M 14.90
Firstcash Holdings (FCFS) 0.7 $16M 136k 114.80
Paccar (PCAR) 0.7 $15M 154k 98.68
BlackRock (BLK) 0.6 $15M 16k 949.51
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.6 $15M 304k 49.80
Sherwin-Williams Company (SHW) 0.6 $15M 39k 381.67
Rockwell Automation (ROK) 0.6 $14M 53k 268.46
Ge Vernova (GEV) 0.6 $14M 54k 254.98
Montrose Environmental Group (MEG) 0.6 $14M 523k 26.30
Kura Sushi Usa Cl A Com (KRUS) 0.6 $14M 169k 80.56
Thermo Fisher Scientific (TMO) 0.6 $14M 22k 618.57
Esab Corporation (ESAB) 0.6 $14M 127k 106.31
Signet Jewelers SHS (SIG) 0.6 $13M 126k 103.14
Magnite Ord (MGNI) 0.6 $13M 928k 13.85
Zoetis Cl A (ZTS) 0.5 $13M 65k 195.38
Inari Medical Ord (NARI) 0.5 $13M 306k 41.24
Marten Transport (MRTN) 0.5 $13M 707k 17.70
Methanex Corp (MEOH) 0.5 $13M 302k 41.34
Adobe Systems Incorporated (ADBE) 0.5 $12M 23k 517.78
Ligand Pharmaceuticals Com New (LGND) 0.5 $12M 118k 100.09
IDEXX Laboratories (IDXX) 0.5 $11M 23k 505.22
Shopify Cl A (SHOP) 0.5 $11M 137k 80.14
Staar Surgical Com Par $0.01 (STAA) 0.5 $11M 296k 37.15
Automatic Data Processing (ADP) 0.5 $11M 39k 276.73
Danaher Corporation (DHR) 0.5 $11M 39k 278.02
Ncino (NCNO) 0.5 $11M 337k 31.59
Ptc (PTC) 0.5 $11M 58k 180.66
Donnelley Finl Solutions (DFIN) 0.4 $10M 155k 65.83
Analog Devices (ADI) 0.4 $10M 44k 230.17
Crowdstrike Hldgs Cl A (CRWD) 0.4 $10M 36k 280.47
Braze Com Cl A (BRZE) 0.4 $10M 310k 32.34
Ziprecruiter Cl A (ZIP) 0.4 $10M 1.1M 9.50
Ccc Intelligent Solutions Holdings (CCCS) 0.4 $9.9M 900k 11.05
Ultragenyx Pharmaceutical (RARE) 0.4 $9.7M 175k 55.55
JPMorgan Chase & Co. (JPM) 0.4 $9.3M 44k 210.86
10x Genomics Cl A Com (TXG) 0.4 $9.3M 410k 22.58
Dutch Bros Cl A (BROS) 0.4 $9.2M 288k 32.03
Rxsight (RXST) 0.4 $9.2M 186k 49.43
Callaway Golf Company (MODG) 0.4 $9.2M 834k 10.98
Noble Corp Ord Shs A (NE) 0.4 $9.1M 251k 36.14
Natera (NTRA) 0.4 $9.1M 71k 126.95
Chubb (CB) 0.4 $9.1M 31k 288.39
ICF International (ICFI) 0.4 $8.8M 53k 166.79
Ecolab (ECL) 0.4 $8.7M 34k 255.33
Rogers Corporation (ROG) 0.4 $8.7M 77k 113.01
MGM Resorts International. (MGM) 0.4 $8.4M 214k 39.09
Pepsi (PEP) 0.4 $8.2M 48k 170.05
MaxLinear (MXL) 0.3 $8.0M 551k 14.48
Linde SHS (LIN) 0.3 $7.9M 17k 476.86
Helios Technologies (HLIO) 0.3 $7.9M 165k 47.70
UnitedHealth (UNH) 0.3 $7.7M 13k 584.68
Johnson & Johnson (JNJ) 0.3 $7.5M 46k 162.06
Autodesk (ADSK) 0.3 $7.4M 27k 275.48
Bio-techne Corporation (TECH) 0.3 $7.3M 92k 79.93
Spx Corp (SPXC) 0.3 $7.3M 46k 159.46
John Bean Technologies Corporation (JBT) 0.3 $7.2M 73k 98.51
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.9M 42k 165.85
Houlihan Lokey Cl A (HLI) 0.3 $6.7M 42k 158.02
Nvent Electric SHS (NVT) 0.3 $6.6M 94k 70.26
ESCO Technologies (ESE) 0.3 $6.6M 51k 128.98
Clearwater Analytics Hldgs I Cl A (CWAN) 0.3 $6.5M 256k 25.25
New York Times Cl A (NYT) 0.3 $6.4M 115k 55.67
Mp Materials Corp Com Cl A (MP) 0.3 $6.3M 357k 17.65
Abbott Laboratories (ABT) 0.3 $6.0M 53k 114.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.9M 13k 460.26
Amerisafe (AMSF) 0.2 $5.8M 121k 48.33
Jfrog Ord Shs (FROG) 0.2 $5.7M 198k 29.04
Globus Med Cl A (GMED) 0.2 $5.7M 79k 71.54
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $5.4M 50k 109.75
Oracle Corporation (ORCL) 0.2 $5.4M 32k 170.40
Repligen Corporation (RGEN) 0.2 $5.4M 36k 148.82
First Interstate Bancsystem (FIBK) 0.2 $5.4M 175k 30.68
Jacobs Engineering Group (J) 0.2 $5.4M 41k 130.90
Exponent (EXPO) 0.2 $5.3M 46k 115.28
Blackline (BL) 0.2 $5.3M 97k 55.14
Silicon Laboratories (SLAB) 0.2 $5.3M 46k 115.57
Bright Horizons Fam Sol In D (BFAM) 0.2 $5.2M 37k 140.13
Applied Industrial Technologies (AIT) 0.2 $5.2M 23k 223.13
Crocs (CROX) 0.2 $5.1M 35k 144.81
Nike CL B (NKE) 0.2 $5.0M 57k 88.40
Caci Intl Cl A (CACI) 0.2 $5.0M 9.9k 504.56
Ufp Industries (UFPI) 0.2 $4.9M 38k 131.21
Alphatec Hldgs Com New (ATEC) 0.2 $4.9M 877k 5.56
Core & Main Cl A (CNM) 0.2 $4.8M 109k 44.40
Home Depot (HD) 0.2 $4.8M 12k 405.20
Descartes Sys Grp (DSGX) 0.2 $4.8M 47k 102.96
Dorman Products (DORM) 0.2 $4.8M 42k 113.12
Potlatch Corporation (PCH) 0.2 $4.6M 102k 45.05
Api Group Corp Com Stk (APG) 0.2 $4.5M 136k 33.02
Casey's General Stores (CASY) 0.2 $4.5M 12k 375.71
Timken Company (TKR) 0.2 $4.4M 52k 84.29
Parsons Corporation (PSN) 0.2 $4.3M 42k 103.68
Jones Lang LaSalle Incorporated (JLL) 0.2 $4.3M 16k 269.81
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $4.3M 127k 33.86
Becton, Dickinson and (BDX) 0.2 $4.3M 18k 241.10
Procore Technologies (PCOR) 0.2 $4.3M 69k 61.72
Albany Intl Corp Cl A (AIN) 0.2 $4.2M 48k 88.85
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $4.2M 71k 59.23
1st Source Corporation (SRCE) 0.2 $4.1M 69k 59.88
W.W. Grainger (GWW) 0.2 $4.1M 3.9k 1038.81
Zurn Water Solutions Corp Zws (ZWS) 0.2 $4.0M 111k 35.94
Primerica (PRI) 0.2 $3.9M 15k 265.15
Brooks Automation (AZTA) 0.2 $3.8M 78k 48.44
AZZ Incorporated (AZZ) 0.2 $3.8M 46k 82.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.7M 55k 66.52
Vital Farms (VITL) 0.2 $3.6M 103k 35.07
Shift4 Pmts Cl A (FOUR) 0.2 $3.5M 40k 88.60
Grand Canyon Education (LOPE) 0.1 $3.5M 25k 141.85
Summit Matls Cl A (SUM) 0.1 $3.5M 89k 39.03
Ionis Pharmaceuticals (IONS) 0.1 $3.4M 86k 40.06
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $3.4M 123k 27.81
Fmc Corp Com New (FMC) 0.1 $3.4M 51k 65.94
Inspire Med Sys (INSP) 0.1 $3.3M 16k 211.05
Ambarella SHS (AMBA) 0.1 $3.1M 56k 56.41
Simpson Manufacturing (SSD) 0.1 $3.1M 16k 191.27
Mettler-Toledo International (MTD) 0.1 $3.1M 2.1k 1499.70
Ul Solutions Class A Com Shs (ULS) 0.1 $3.1M 63k 49.30
Walt Disney Company (DIS) 0.1 $3.1M 32k 96.19
Glaukos (GKOS) 0.1 $3.1M 24k 130.28
Myr (MYRG) 0.1 $2.9M 28k 102.23
Littelfuse (LFUS) 0.1 $2.9M 11k 265.25
Travelers Companies (TRV) 0.1 $2.8M 12k 234.12
MKS Instruments (MKSI) 0.1 $2.8M 26k 108.71
Chevron Corporation (CVX) 0.1 $2.8M 19k 147.27
Mondelez Intl Cl A (MDLZ) 0.1 $2.6M 35k 73.67
Procter & Gamble Company (PG) 0.1 $2.2M 13k 173.20
Canadian Pacific Kansas City (CP) 0.1 $2.2M 25k 85.54
Darling International (DAR) 0.1 $2.1M 57k 37.16
Crown Castle Intl (CCI) 0.1 $2.1M 18k 118.63
Citigroup Com New (C) 0.1 $1.9M 30k 62.60
McDonald's Corporation (MCD) 0.1 $1.9M 6.2k 304.51
Exxon Mobil Corporation (XOM) 0.1 $1.8M 15k 117.22
Amgen (AMGN) 0.1 $1.7M 5.4k 322.21
Wells Fargo & Company (WFC) 0.1 $1.7M 31k 56.49
Lowe's Companies (LOW) 0.1 $1.6M 6.0k 270.85
Caterpillar (CAT) 0.1 $1.5M 3.9k 391.12
Fiserv (FI) 0.1 $1.5M 8.4k 179.65
Verizon Communications (VZ) 0.1 $1.5M 34k 44.91
Raytheon Technologies Corp (RTX) 0.1 $1.5M 12k 121.16
Cisco Systems (CSCO) 0.1 $1.5M 28k 53.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 31k 47.85
Nucor Corporation (NUE) 0.1 $1.4M 9.6k 150.34
salesforce (CRM) 0.1 $1.4M 5.1k 273.71
International Business Machines (IBM) 0.1 $1.3M 6.0k 221.08
Union Pacific Corporation (UNP) 0.1 $1.3M 5.3k 246.48
Amentum Holdings 0.1 $1.3M 41k 32.25
Colgate-Palmolive Company (CL) 0.1 $1.2M 12k 103.81
Veralto Corp Com Shs (VLTO) 0.1 $1.2M 11k 111.86
Donaldson Company (DCI) 0.0 $1.1M 14k 73.70
Honeywell International (HON) 0.0 $980k 4.7k 206.71
Paychex (PAYX) 0.0 $979k 7.3k 134.19
Fortive (FTV) 0.0 $937k 12k 78.93
Merck & Co (MRK) 0.0 $871k 7.7k 113.56
Charles Schwab Corporation (SCHW) 0.0 $829k 13k 64.81
Emerson Electric (EMR) 0.0 $826k 7.6k 109.37
Philip Morris International (PM) 0.0 $759k 6.2k 121.40
General Mills (GIS) 0.0 $726k 9.8k 73.85
Marriott Intl Cl A (MAR) 0.0 $693k 2.8k 248.60
Mastercard Incorporated Cl A (MA) 0.0 $668k 1.4k 493.80
Palo Alto Networks (PANW) 0.0 $652k 1.9k 341.80
3M Company (MMM) 0.0 $607k 4.4k 136.70
Lockheed Martin Corporation (LMT) 0.0 $544k 930.00 584.56
Freeport-mcmoran CL B (FCX) 0.0 $530k 11k 49.92
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $510k 51k 10.06
Illinois Tool Works (ITW) 0.0 $498k 1.9k 262.07
SYSCO Corporation (SYY) 0.0 $468k 6.0k 78.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $468k 11k 41.12
Universal Hlth Svcs CL B (UHS) 0.0 $458k 2.0k 229.01
Coca-Cola Company (KO) 0.0 $456k 6.4k 71.86
United Parcel Service CL B (UPS) 0.0 $453k 3.3k 136.34
Doubleline Income Solutions (DSL) 0.0 $402k 31k 12.98
Intuitive Surgical Com New (ISRG) 0.0 $400k 814.00 491.27
Shell Spon Ads (SHEL) 0.0 $307k 4.7k 65.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $299k 1.1k 284.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $284k 4.6k 62.32
Nextera Energy (NEE) 0.0 $271k 3.2k 84.53
Bank of America Corporation (BAC) 0.0 $243k 6.1k 39.68
Tesla Motors (TSLA) 0.0 $216k 824.00 261.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $183k 3.6k 51.51
Ishares Tr Russell 2000 Etf (IWM) 0.0 $152k 690.00 220.89
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $149k 1.3k 116.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $106k 282.00 375.38
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $87k 1.8k 47.52
Mamamancini's Holdings (MAMA) 0.0 $86k 12k 7.30
Ishares Tr Msci Eafe Etf (EFA) 0.0 $79k 950.00 83.63
Talkspace (TALK) 0.0 $68k 32k 2.09
SunLink Health Systems (SSY) 0.0 $60k 75k 0.80
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $52k 481.00 107.66
Opko Health (OPK) 0.0 $21k 14k 1.49
Oatly Group Ab Sponsored Ads (OTLY) 0.0 $14k 16k 0.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.5k 29.00 189.79
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.0k 18.00 110.44