Granite Investment Partners

Granite Investment Partners as of Dec. 31, 2024

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 261 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.1 $72M 171k 421.50
Apple (AAPL) 2.9 $68M 271k 250.42
Amazon (AMZN) 2.1 $48M 217k 219.39
Cbiz (CBZ) 2.0 $46M 561k 81.83
NVIDIA Corporation (NVDA) 1.9 $43M 320k 134.29
Casella Waste Sys Cl A (CWST) 1.8 $41M 384k 105.81
Alphabet Cap Stk Cl C (GOOG) 1.7 $39M 204k 190.44
Freshpet (FRPT) 1.6 $37M 247k 148.11
Dutch Bros Cl A (BROS) 1.6 $36M 695k 52.38
Wintrust Financial Corporation (WTFC) 1.5 $35M 283k 124.71
Agilysys (AGYS) 1.5 $34M 258k 131.71
Eaton Corp SHS (ETN) 1.5 $34M 102k 331.87
Eli Lilly & Co. (LLY) 1.4 $32M 42k 772.00
Tower Semiconductor Shs New (TSEM) 1.4 $31M 607k 51.51
Visa Com Cl A (V) 1.3 $31M 99k 316.04
Paycor Hcm (PYCR) 1.2 $28M 1.5M 18.57
Lumentum Hldgs (LITE) 1.2 $28M 333k 83.95
Kratos Defense & Sec Solutio Com New (KTOS) 1.2 $27M 1.0M 26.38
Hubbell (HUBB) 1.1 $26M 62k 418.89
Veracyte (VCYT) 1.1 $26M 649k 39.60
Belden (BDC) 1.1 $26M 226k 112.61
S&p Global (SPGI) 1.1 $25M 51k 498.03
Ge Aerospace Com New (GE) 1.0 $24M 145k 166.79
Louisiana-Pacific Corporation (LPX) 1.0 $23M 221k 103.55
Neogen Corporation (NEOG) 1.0 $22M 1.8M 12.14
Ge Vernova (GEV) 0.9 $22M 67k 328.93
Stryker Corporation (SYK) 0.9 $22M 61k 360.05
Rockwell Automation (ROK) 0.9 $21M 72k 285.79
Novocure Ord Shs (NVCR) 0.9 $21M 687k 29.80
Everus Constr Group (ECG) 0.9 $20M 309k 65.75
Sitime Corp (SITM) 0.9 $20M 94k 214.53
Inter Parfums (IPAR) 0.9 $20M 152k 131.51
Outfront Media 0.9 $20M 1.1M 17.74
Siteone Landscape Supply (SITE) 0.9 $20M 149k 131.77
Halozyme Therapeutics (HALO) 0.8 $20M 409k 47.81
Deere & Company (DE) 0.8 $19M 46k 423.70
Napco Security Systems (NSSC) 0.8 $19M 537k 35.56
First Hawaiian (FHB) 0.8 $19M 733k 25.95
Costco Wholesale Corporation (COST) 0.8 $18M 20k 916.27
Arlo Technologies (ARLO) 0.8 $18M 1.6M 11.19
Meta Platforms Cl A (META) 0.7 $17M 29k 585.51
Azek Cl A (AZEK) 0.7 $17M 355k 47.47
Old Dominion Freight Line (ODFL) 0.7 $17M 94k 176.40
Hayward Hldgs (HAYW) 0.7 $16M 1.1M 15.29
Cushman Wakefield SHS (CWK) 0.7 $16M 1.2M 13.08
Blackrock (BLK) 0.7 $16M 16k 1025.11
Fluor Corporation (FLR) 0.7 $16M 326k 49.32
Paccar (PCAR) 0.7 $16M 153k 104.02
ICU Medical, Incorporated (ICUI) 0.7 $16M 102k 155.17
Amicus Therapeutics (FOLD) 0.7 $16M 1.7M 9.42
Montrose Environmental Group (MEG) 0.7 $16M 847k 18.55
Chart Industries (GTLS) 0.7 $16M 82k 190.84
Inari Medical Ord 0.7 $15M 299k 51.05
Terreno Realty Corporation (TRNO) 0.7 $15M 255k 59.14
Esab Corporation (ESAB) 0.6 $15M 125k 119.94
Amphastar Pharmaceuticals (AMPH) 0.6 $15M 397k 37.13
Helmerich & Payne (HP) 0.6 $15M 458k 32.02
Sherwin-Williams Company (SHW) 0.6 $15M 43k 339.93
Trinity Industries (TRN) 0.6 $15M 414k 35.10
Magnite Ord (MGNI) 0.6 $15M 909k 15.92
Shopify Cl A (SHOP) 0.6 $14M 134k 106.33
Firstcash Holdings (FCFS) 0.6 $14M 133k 103.60
Walker & Dunlop (WD) 0.6 $13M 137k 97.21
Kura Sushi Usa Cl A Com (KRUS) 0.6 $13M 144k 90.58
Ligand Pharmaceuticals Com New (LGND) 0.5 $12M 116k 107.15
Crowdstrike Hldgs Cl A (CRWD) 0.5 $12M 36k 342.16
Gms 0.5 $12M 140k 84.83
Donnelley Finl Solutions (DFIN) 0.5 $12M 188k 62.73
Crane Company Common Stock (CR) 0.5 $12M 77k 151.75
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.5 $12M 297k 38.76
Automatic Data Processing (ADP) 0.5 $11M 39k 292.73
Ncino (NCNO) 0.5 $11M 330k 33.58
Marten Transport (MRTN) 0.5 $11M 690k 15.61
Arcbest (ARCB) 0.5 $11M 114k 93.32
JPMorgan Chase & Co. (JPM) 0.5 $11M 44k 239.71
Vestis Corporation Com Shs (VSTS) 0.5 $10M 685k 15.24
Signet Jewelers SHS (SIG) 0.4 $10M 127k 80.71
Zoetis Cl A (ZTS) 0.4 $9.9M 61k 162.93
Bio-techne Corporation (TECH) 0.4 $9.8M 137k 72.03
Ccc Intelligent Solutions Holdings (CCCS) 0.4 $9.7M 831k 11.73
Adobe Systems Incorporated (ADBE) 0.4 $9.5M 21k 444.68
Scotts Miracle-gro Cl A (SMG) 0.4 $9.5M 143k 66.34
Analog Devices (ADI) 0.4 $9.3M 44k 212.46
Autodesk (ADSK) 0.4 $9.3M 32k 295.57
VSE Corporation (VSEC) 0.4 $9.1M 96k 95.10
Methanex Corp (MEOH) 0.4 $9.0M 181k 49.94
Danaher Corporation (DHR) 0.4 $8.9M 39k 229.55
Chubb (CB) 0.4 $8.7M 32k 276.30
IDEXX Laboratories (IDXX) 0.4 $8.6M 21k 413.44
Abbvie (ABBV) 0.4 $8.4M 47k 177.70
Natera (NTRA) 0.4 $8.4M 53k 158.30
Zeta Global Holdings Corp Cl A (ZETA) 0.4 $8.2M 453k 17.99
Rogers Corporation (ROG) 0.3 $8.1M 80k 101.61
Ishares Tr Russell 2000 Etf (IWM) 0.3 $8.0M 36k 220.96
Ecolab (ECL) 0.3 $8.0M 34k 234.32
Grocery Outlet Hldg Corp (GO) 0.3 $7.9M 507k 15.61
Alphabet Cap Stk Cl A (GOOGL) 0.3 $7.9M 42k 189.30
Axsome Therapeutics (AXSM) 0.3 $7.8M 92k 84.61
Pepsi (PEP) 0.3 $7.2M 47k 152.06
Option Care Health Com New (OPCH) 0.3 $7.1M 304k 23.20
Ultragenyx Pharmaceutical (RARE) 0.3 $6.7M 160k 42.07
UnitedHealth (UNH) 0.3 $6.7M 13k 505.86
Houlihan Lokey Cl A (HLI) 0.3 $6.6M 38k 173.66
Johnson & Johnson (JNJ) 0.3 $6.6M 46k 144.62
Myr (MYRG) 0.3 $6.5M 43k 148.77
Clearwater Analytics Hldgs I Cl A (CWAN) 0.3 $6.4M 231k 27.52
Abbott Laboratories (ABT) 0.3 $6.3M 56k 113.11
Helios Technologies (HLIO) 0.3 $6.2M 140k 44.64
Rxsight (RXST) 0.3 $6.2M 181k 34.38
Silicon Laboratories (SLAB) 0.3 $6.0M 49k 124.22
Globus Med Cl A (GMED) 0.3 $5.9M 72k 82.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.8M 13k 453.28
Thermo Fisher Scientific (TMO) 0.3 $5.8M 11k 520.23
Linde SHS (LIN) 0.2 $5.8M 14k 418.67
Home Depot (HD) 0.2 $5.7M 15k 388.99
Blackline (BL) 0.2 $5.5M 90k 60.76
Mp Materials Corp Com Cl A (MP) 0.2 $5.4M 349k 15.60
Jacobs Engineering Group (J) 0.2 $5.4M 41k 133.62
New York Times Cl A (NYT) 0.2 $5.4M 104k 52.05
John Bean Technologies Corporation (JBTM) 0.2 $5.4M 42k 127.10
Jfrog Ord Shs (FROG) 0.2 $5.4M 183k 29.41
Oracle Corporation (ORCL) 0.2 $5.3M 32k 166.64
Potlatch Corporation (PCH) 0.2 $5.3M 135k 39.25
Alphatec Hldgs Com New (ATEC) 0.2 $5.3M 575k 9.18
First Interstate Bancsystem (FIBK) 0.2 $5.2M 162k 32.47
Applied Industrial Technologies (AIT) 0.2 $5.1M 21k 239.47
Core & Main Cl A (CNM) 0.2 $5.0M 99k 50.91
Descartes Sys Grp (DSGX) 0.2 $4.8M 42k 113.60
Arhaus Com Cl A (ARHS) 0.2 $4.8M 506k 9.40
Procore Technologies (PCOR) 0.2 $4.7M 63k 74.93
Amerisafe (AMSF) 0.2 $4.7M 91k 51.54
Nvent Electric SHS (NVT) 0.2 $4.7M 68k 68.16
ESCO Technologies (ESE) 0.2 $4.6M 35k 133.21
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $4.6M 51k 89.46
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $4.5M 71k 63.45
Repligen Corporation (RGEN) 0.2 $4.5M 31k 143.94
Api Group Corp Com Stk (APG) 0.2 $4.4M 123k 35.97
Shift4 Pmts Cl A (FOUR) 0.2 $4.4M 42k 103.78
Spx Corp (SPXC) 0.2 $4.4M 30k 145.52
Ats (ATS) 0.2 $4.4M 144k 30.48
Grand Canyon Education (LOPE) 0.2 $4.3M 26k 163.80
Casey's General Stores (CASY) 0.2 $4.3M 11k 396.23
W.W. Grainger (GWW) 0.2 $4.1M 3.9k 1054.05
Nike CL B (NKE) 0.2 $4.1M 55k 75.67
Albany Intl Corp Cl A (AIN) 0.2 $4.1M 51k 79.97
Flowserve Corporation (FLS) 0.2 $4.1M 71k 57.52
The Trade Desk Com Cl A (TTD) 0.2 $4.1M 35k 117.53
Summit Matls Cl A 0.2 $4.0M 80k 50.60
MKS Instruments (MKSI) 0.2 $4.0M 38k 104.39
Becton, Dickinson and (BDX) 0.2 $4.0M 18k 226.87
Dorman Products (DORM) 0.2 $3.9M 30k 129.55
Ufp Industries (UFPI) 0.2 $3.8M 34k 112.65
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.8M 166k 22.70
Ambarella SHS (AMBA) 0.2 $3.8M 52k 72.74
Exponent (EXPO) 0.2 $3.7M 42k 89.10
Bright Horizons Fam Sol In D (BFAM) 0.2 $3.7M 34k 110.85
1st Source Corporation (SRCE) 0.2 $3.7M 63k 58.38
Ptc (PTC) 0.2 $3.7M 20k 183.87
Paylocity Holding Corporation (PCTY) 0.2 $3.6M 18k 199.47
Primerica (PRI) 0.2 $3.6M 13k 271.42
Jones Lang LaSalle Incorporated (JLL) 0.2 $3.6M 14k 253.14
Brooks Automation (AZTA) 0.2 $3.6M 72k 50.00
Vital Farms (VITL) 0.2 $3.6M 95k 37.69
Walt Disney Company (DIS) 0.2 $3.5M 31k 111.35
Crocs (CROX) 0.2 $3.5M 32k 109.53
AZZ Incorporated (AZZ) 0.2 $3.5M 43k 81.92
Zurn Water Solutions Corp Zws (ZWS) 0.1 $3.4M 91k 37.30
Timken Company (TKR) 0.1 $3.4M 47k 71.37
Glaukos (GKOS) 0.1 $3.3M 22k 149.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $3.2M 8.0k 401.58
Travelers Companies (TRV) 0.1 $2.9M 12k 240.89
Ul Solutions Class A Com Shs (ULS) 0.1 $2.8M 56k 49.88
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $2.7M 114k 24.18
Chevron Corporation (CVX) 0.1 $2.7M 19k 144.84
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.7M 22k 121.59
Ionis Pharmaceuticals (IONS) 0.1 $2.6M 74k 34.96
Mettler-Toledo International (MTD) 0.1 $2.6M 2.1k 1223.68
Simpson Manufacturing (SSD) 0.1 $2.5M 15k 165.83
Inspire Med Sys (INSP) 0.1 $2.5M 14k 185.38
Littelfuse (LFUS) 0.1 $2.3M 9.9k 235.65
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.3M 83k 28.15
Parsons Corporation (PSN) 0.1 $2.2M 24k 92.25
Gcm Grosvenor Com Cl A (GCMG) 0.1 $2.2M 179k 12.27
Fmc Corp Com New (FMC) 0.1 $2.2M 45k 48.61
Wells Fargo & Company (WFC) 0.1 $2.1M 31k 70.24
Procter & Gamble Company (PG) 0.1 $2.1M 13k 167.65
Citigroup Com New (C) 0.1 $2.1M 30k 70.39
Mondelez Intl Cl A (MDLZ) 0.1 $2.1M 35k 59.73
Blueprint Medicines (BPMC) 0.1 $2.0M 23k 87.22
Fiserv (FI) 0.1 $1.7M 8.4k 205.42
salesforce (CRM) 0.1 $1.7M 5.1k 334.33
Darling International (DAR) 0.1 $1.7M 51k 33.69
McDonald's Corporation (MCD) 0.1 $1.7M 5.7k 289.89
Exxon Mobil Corporation (XOM) 0.1 $1.7M 15k 107.57
Cisco Systems (CSCO) 0.1 $1.5M 26k 59.20
Lowe's Companies (LOW) 0.1 $1.5M 6.0k 246.80
Canadian Pacific Kansas City (CP) 0.1 $1.5M 20k 72.37
Raytheon Technologies Corp (RTX) 0.1 $1.4M 12k 115.72
Caterpillar (CAT) 0.1 $1.4M 3.9k 362.76
Amgen (AMGN) 0.1 $1.4M 5.4k 260.64
Verizon Communications (VZ) 0.1 $1.4M 34k 39.99
International Business Machines (IBM) 0.1 $1.3M 6.0k 219.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 29k 44.04
Union Pacific Corporation (UNP) 0.1 $1.2M 5.3k 228.04
Crown Castle Intl (CCI) 0.1 $1.2M 13k 90.76
Nucor Corporation (NUE) 0.0 $1.1M 9.5k 116.71
Honeywell International (HON) 0.0 $1.1M 4.9k 225.89
Colgate-Palmolive Company (CL) 0.0 $1.1M 12k 90.91
Veralto Corp Com Shs (VLTO) 0.0 $1.1M 11k 101.85
Paychex (PAYX) 0.0 $1.0M 7.3k 140.22
Emerson Electric (EMR) 0.0 $967k 7.8k 123.93
Donaldson Company (DCI) 0.0 $960k 14k 67.35
Charles Schwab Corporation (SCHW) 0.0 $947k 13k 74.01
Fortive (FTV) 0.0 $890k 12k 75.00
Amentum Holdings (AMTM) 0.0 $806k 38k 21.03
Marriott Intl Cl A (MAR) 0.0 $800k 2.9k 278.94
Philip Morris International (PM) 0.0 $770k 6.4k 120.35
Merck & Co (MRK) 0.0 $741k 7.4k 99.48
Mastercard Incorporated Cl A (MA) 0.0 $712k 1.4k 526.57
Palo Alto Networks (PANW) 0.0 $694k 3.8k 181.96
General Mills (GIS) 0.0 $623k 9.8k 63.77
3M Company (MMM) 0.0 $573k 4.4k 129.09
L3harris Technologies (LHX) 0.0 $533k 2.5k 210.28
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $507k 52k 9.81
Illinois Tool Works (ITW) 0.0 $482k 1.9k 253.56
MGM Resorts International. (MGM) 0.0 $466k 13k 34.65
SYSCO Corporation (SYY) 0.0 $459k 6.0k 76.46
Lockheed Martin Corporation (LMT) 0.0 $452k 930.00 485.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $438k 24k 18.50
Intuitive Surgical Com New (ISRG) 0.0 $425k 814.00 521.96
United Parcel Service CL B (UPS) 0.0 $419k 3.3k 126.10
Freeport-mcmoran CL B (FCX) 0.0 $404k 11k 38.08
Doubleline Income Solutions (DSL) 0.0 $399k 32k 12.57
Coca-Cola Company (KO) 0.0 $392k 6.3k 62.26
Universal Hlth Svcs CL B (UHS) 0.0 $359k 2.0k 179.42
Tesla Motors (TSLA) 0.0 $333k 824.00 403.84
Shell Spon Ads (SHEL) 0.0 $292k 4.7k 62.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $284k 4.6k 62.31
Bank of America Corporation (BAC) 0.0 $269k 6.1k 43.95
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $247k 859.00 287.82
Netflix (NFLX) 0.0 $243k 273.00 891.32
Nextera Energy (NEE) 0.0 $229k 3.2k 71.69
Wal-Mart Stores (WMT) 0.0 $227k 2.5k 90.35
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $198k 7.7k 25.86
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $167k 2.2k 75.53
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $146k 1.3k 115.22
Talkspace (TALK) 0.0 $103k 34k 3.09
Mamamancini's Holdings (MAMA) 0.0 $98k 12k 7.96
Porch Group (PRCH) 0.0 $95k 19k 4.92
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $86k 3.8k 22.70
Ishares Tr Msci Eafe Etf (EFA) 0.0 $72k 950.00 75.61
SunLink Health Systems (SSY) 0.0 $66k 75k 0.88
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $52k 481.00 108.61
Commercial Vehicle (CVGI) 0.0 $43k 17k 2.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $25k 476.00 51.70
Opko Health (OPK) 0.0 $21k 14k 1.47
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $17k 216.00 77.27
Vanguard Index Fds Growth Etf (VUG) 0.0 $9.9k 24.00 410.46
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $9.1k 85.00 106.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.4k 29.00 185.14
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.9k 18.00 106.56