Granite Investment Partners

Granite Investment Partners as of March 31, 2025

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 256 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.0 $60M 160k 375.39
Apple (AAPL) 2.6 $52M 232k 222.13
Cbiz (CBZ) 2.1 $41M 538k 75.86
Casella Waste Sys Cl A (CWST) 2.0 $40M 361k 111.51
Amazon (AMZN) 1.9 $38M 201k 190.26
Wintrust Financial Corporation (WTFC) 1.7 $34M 298k 112.46
Visa Com Cl A (V) 1.6 $32M 90k 350.46
NVIDIA Corporation (NVDA) 1.6 $32M 291k 108.38
Alphabet Cap Stk Cl C (GOOG) 1.5 $29M 185k 156.23
Ge Aerospace Com New (GE) 1.4 $28M 138k 200.15
Eaton Corp SHS (ETN) 1.3 $26M 95k 271.83
S&p Global (SPGI) 1.2 $24M 48k 508.10
Freshpet (FRPT) 1.2 $24M 288k 83.17
Eli Lilly & Co. (LLY) 1.2 $24M 29k 825.91
Stryker Corporation (SYK) 1.2 $23M 63k 372.25
Genius Sports Shares Cl A (GENI) 1.1 $21M 2.1M 10.01
Agilysys (AGYS) 1.0 $20M 280k 72.54
Firstcash Holdings (FCFS) 1.0 $20M 168k 120.32
Deere & Company (DE) 1.0 $19M 41k 469.35
Veracyte (VCYT) 1.0 $19M 647k 29.65
VSE Corporation (VSEC) 1.0 $19M 159k 119.99
Ge Vernova (GEV) 1.0 $19M 62k 305.28
Tower Semiconductor Shs New (TSEM) 1.0 $19M 529k 35.66
Hubbell (HUBB) 0.9 $19M 56k 330.91
Costco Wholesale Corporation (COST) 0.9 $18M 20k 945.78
Skyline Corporation (SKY) 0.9 $18M 194k 94.76
Esab Corporation (ESAB) 0.9 $18M 158k 116.50
Guardant Health (GH) 0.9 $18M 419k 42.60
Azek Cl A (AZEK) 0.9 $18M 363k 48.89
Rockwell Automation (ROK) 0.9 $17M 68k 258.38
Meta Platforms Cl A (META) 0.9 $17M 30k 576.36
Siteone Landscape Supply (SITE) 0.9 $17M 141k 121.44
First Hawaiian (FHB) 0.9 $17M 698k 24.44
Amicus Therapeutics (FOLD) 0.9 $17M 2.1M 8.16
Belden (BDC) 0.9 $17M 169k 100.25
Hayward Hldgs (HAYW) 0.9 $17M 1.2M 13.92
Inspire Med Sys (INSP) 0.8 $17M 104k 159.28
JPMorgan Chase & Co. (JPM) 0.8 $17M 67k 245.30
Louisiana-Pacific Corporation (LPX) 0.8 $16M 178k 91.98
Inter Parfums (IPAR) 0.8 $16M 143k 113.87
Axsome Therapeutics (AXSM) 0.8 $16M 139k 116.63
Terreno Realty Corporation (TRNO) 0.8 $15M 242k 63.22
Kratos Defense & Sec Solutio Com New (KTOS) 0.8 $15M 514k 29.69
Limbach Hldgs (LMB) 0.8 $15M 201k 74.47
Sherwin-Williams Company (SHW) 0.8 $15M 42k 349.19
Old Dominion Freight Line (ODFL) 0.7 $14M 87k 165.45
Shopify Cl A (SHOP) 0.7 $14M 149k 95.48
Dutch Bros Cl A (BROS) 0.7 $14M 229k 61.74
Trinity Industries (TRN) 0.7 $14M 502k 28.06
Blackrock (BLK) 0.7 $14M 15k 946.48
Ligand Pharmaceuticals Com New (LGND) 0.7 $14M 133k 105.14
Paccar (PCAR) 0.7 $14M 143k 97.37
Crane Company Common Stock (CR) 0.7 $14M 88k 153.18
ICU Medical, Incorporated (ICUI) 0.7 $14M 97k 138.86
Rush Enterprises Cl A (RUSHA) 0.7 $14M 252k 53.41
Grocery Outlet Hldg Corp (GO) 0.7 $13M 921k 13.98
Ncino (NCNO) 0.7 $13M 466k 27.47
Arlo Technologies (ARLO) 0.6 $13M 1.3M 9.87
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.6 $13M 283k 44.69
Outfront Media Com New (OUT) 0.6 $12M 753k 16.14
Cushman Wakefield SHS (CWK) 0.6 $12M 1.2M 10.22
Power Integrations (POWI) 0.6 $12M 237k 50.50
Arhaus Com Cl A (ARHS) 0.6 $12M 1.4M 8.70
Automatic Data Processing (ADP) 0.6 $12M 39k 305.53
Mp Materials Corp Com Cl A (MP) 0.6 $12M 480k 24.41
Novocure Ord Shs (NVCR) 0.6 $12M 653k 17.82
Walker & Dunlop (WD) 0.6 $12M 135k 85.36
Chart Industries (GTLS) 0.6 $11M 78k 144.36
Montrose Environmental Group (MEG) 0.6 $11M 771k 14.26
Amphastar Pharmaceuticals (AMPH) 0.6 $11M 376k 28.99
Everus Constr Group (ECG) 0.6 $11M 293k 37.09
Crowdstrike Hldgs Cl A (CRWD) 0.5 $11M 31k 352.58
Abbvie (ABBV) 0.5 $9.9M 47k 209.52
Donnelley Finl Solutions (DFIN) 0.5 $9.9M 226k 43.71
Neogen Corporation (NEOG) 0.5 $9.8M 1.1M 8.67
Zoetis Cl A (ZTS) 0.5 $9.4M 57k 164.65
Establishment Labs Holdings Ord (ESTA) 0.5 $8.9M 217k 40.80
Napco Security Systems (NSSC) 0.4 $8.6M 374k 23.02
Ecolab (ECL) 0.4 $8.6M 34k 253.52
Scotts Miracle-gro Cl A (SMG) 0.4 $8.6M 156k 54.89
Chubb (CB) 0.4 $8.4M 28k 301.99
IDEXX Laboratories (IDXX) 0.4 $8.4M 20k 419.95
Halozyme Therapeutics (HALO) 0.4 $8.3M 130k 63.81
Ccc Intelligent Solutions Holdings (CCCS) 0.4 $8.3M 916k 9.03
Magnite Ord (MGNI) 0.4 $8.2M 721k 11.41
Analog Devices (ADI) 0.4 $7.9M 39k 201.67
Rxsight (RXST) 0.4 $7.9M 313k 25.25
Ultragenyx Pharmaceutical (RARE) 0.4 $7.9M 217k 36.21
Helmerich & Payne (HP) 0.4 $7.7M 295k 26.12
Adobe Systems Incorporated (ADBE) 0.4 $7.7M 20k 383.53
Exponent (EXPO) 0.4 $7.6M 93k 81.06
Arcbest (ARCB) 0.4 $7.5M 106k 70.58
Danaher Corporation (DHR) 0.4 $7.4M 36k 205.00
Abbott Laboratories (ABT) 0.4 $7.4M 56k 132.65
Johnson & Johnson (JNJ) 0.4 $7.4M 44k 165.84
Bio-techne Corporation (TECH) 0.4 $7.3M 124k 58.63
Autodesk (ADSK) 0.4 $7.2M 28k 261.80
Sitime Corp (SITM) 0.4 $7.1M 47k 152.87
Pepsi (PEP) 0.4 $7.0M 47k 149.94
Kura Sushi Usa Cl A Com (KRUS) 0.4 $7.0M 137k 51.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.8M 13k 532.58
UnitedHealth (UNH) 0.3 $6.6M 13k 523.75
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.1M 39k 154.64
Methanex Corp (MEOH) 0.3 $6.0M 172k 35.09
Gms 0.3 $6.0M 82k 73.17
Linde SHS (LIN) 0.3 $5.9M 13k 465.64
Zeta Global Holdings Corp Cl A (ZETA) 0.3 $5.8M 430k 13.56
Thermo Fisher Scientific (TMO) 0.3 $5.6M 11k 497.60
Home Depot (HD) 0.3 $5.4M 15k 366.49
Rogers Corporation (ROG) 0.3 $5.3M 78k 67.53
The Trade Desk Com Cl A (TTD) 0.3 $5.2M 95k 54.72
Repligen Corporation (RGEN) 0.3 $5.1M 40k 127.24
Ul Solutions Class A Com Shs (ULS) 0.3 $4.9M 87k 56.40
Intuit (INTU) 0.2 $4.9M 8.0k 613.99
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $4.8M 49k 97.60
First Interstate Bancsystem (FIBK) 0.2 $4.8M 168k 28.65
Globus Med Cl A (GMED) 0.2 $4.7M 65k 73.20
Blackline (BL) 0.2 $4.7M 97k 48.42
New York Times Cl A (NYT) 0.2 $4.6M 93k 49.60
Jfrog Ord Shs (FROG) 0.2 $4.6M 144k 32.00
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $4.5M 71k 63.00
Jacobs Engineering Group (J) 0.2 $4.5M 37k 120.89
Oracle Corporation (ORCL) 0.2 $4.5M 32k 139.81
Applied Industrial Technologies (AIT) 0.2 $4.3M 19k 225.34
Helios Technologies (HLIO) 0.2 $4.2M 132k 32.09
Vestis Corporation Com Shs (VSTS) 0.2 $4.2M 425k 9.90
Casey's General Stores (CASY) 0.2 $4.2M 9.7k 434.04
Potlatch Corporation (PCH) 0.2 $4.2M 93k 45.12
Amerisafe (AMSF) 0.2 $4.2M 79k 52.55
Alphatec Hldgs Com New (ATEC) 0.2 $4.1M 409k 10.14
Grand Canyon Education (LOPE) 0.2 $4.1M 24k 173.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $4.0M 187k 21.53
Gcm Grosvenor Com Cl A (GCMG) 0.2 $4.0M 304k 13.23
John Bean Technologies Corporation (JBTM) 0.2 $4.0M 33k 122.20
Api Group Corp Com Stk (APG) 0.2 $4.0M 111k 35.76
Ats (ATS) 0.2 $3.9M 158k 24.93
W.W. Grainger (GWW) 0.2 $3.9M 3.9k 987.83
Descartes Sys Grp (DSGX) 0.2 $3.8M 38k 100.83
Bright Horizons Fam Sol In D (BFAM) 0.2 $3.8M 30k 127.04
ESCO Technologies (ESE) 0.2 $3.8M 24k 159.12
Clearwater Analytics Hldgs I Cl A (CWAN) 0.2 $3.8M 141k 26.80
Becton, Dickinson and (BDX) 0.2 $3.8M 17k 229.06
Procore Technologies (PCOR) 0.2 $3.7M 56k 66.02
Paylocity Holding Corporation (PCTY) 0.2 $3.6M 19k 187.34
AZZ Incorporated (AZZ) 0.2 $3.6M 43k 83.61
Sportradar Group Class A Ord Shs (SRAD) 0.2 $3.5M 163k 21.62
Core & Main Cl A (CNM) 0.2 $3.5M 73k 48.31
Albany Intl Corp Cl A (AIN) 0.2 $3.5M 51k 69.04
Myr (MYRG) 0.2 $3.5M 31k 113.09
Jones Lang LaSalle Incorporated (JLL) 0.2 $3.5M 14k 247.91
Nike CL B (NKE) 0.2 $3.4M 54k 63.48
Silicon Laboratories (SLAB) 0.2 $3.4M 30k 112.57
1st Source Corporation (SRCE) 0.2 $3.4M 57k 59.81
Nvent Electric SHS (NVT) 0.2 $3.3M 63k 52.42
Ufp Industries (UFPI) 0.2 $3.3M 31k 107.04
Chevron Corporation (CVX) 0.2 $3.2M 19k 167.29
Shift4 Pmts Cl A (FOUR) 0.2 $3.1M 38k 81.71
Walt Disney Company (DIS) 0.2 $3.1M 31k 98.70
Flowserve Corporation (FLS) 0.2 $3.1M 63k 48.84
Spx Corp (SPXC) 0.2 $3.0M 23k 128.78
Primerica (PRI) 0.2 $3.0M 11k 284.53
Wingstop (WING) 0.2 $3.0M 13k 225.58
Travelers Companies (TRV) 0.1 $2.9M 11k 264.46
Darling International (DAR) 0.1 $2.9M 92k 31.24
Dorman Products (DORM) 0.1 $2.8M 23k 120.54
Littelfuse (LFUS) 0.1 $2.8M 14k 196.74
MKS Instruments (MKSI) 0.1 $2.7M 34k 80.15
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $2.7M 22k 124.15
Zurn Water Solutions Corp Zws (ZWS) 0.1 $2.6M 80k 32.98
Simpson Manufacturing (SSD) 0.1 $2.5M 16k 157.08
Mondelez Intl Cl A (MDLZ) 0.1 $2.4M 35k 67.85
Mettler-Toledo International (MTD) 0.1 $2.3M 2.0k 1180.91
Ambarella SHS (AMBA) 0.1 $2.3M 45k 50.33
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $2.2M 99k 22.51
Citigroup Com New (C) 0.1 $2.2M 31k 70.99
Brooks Automation (AZTA) 0.1 $2.2M 64k 34.64
Wells Fargo & Company (WFC) 0.1 $2.2M 31k 71.79
Vital Farms (VITL) 0.1 $2.2M 72k 30.47
Procter & Gamble Company (PG) 0.1 $2.2M 13k 170.42
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $2.2M 74k 29.28
Fluor Corporation (FLR) 0.1 $2.1M 58k 35.82
Ionis Pharmaceuticals (IONS) 0.1 $2.1M 68k 30.17
Timken Company (TKR) 0.1 $2.1M 29k 71.87
Fiserv (FI) 0.1 $1.9M 8.4k 220.83
Blueprint Medicines (BPMC) 0.1 $1.9M 21k 88.51
Exxon Mobil Corporation (XOM) 0.1 $1.8M 15k 118.93
McDonald's Corporation (MCD) 0.1 $1.8M 5.7k 312.37
Amgen (AMGN) 0.1 $1.7M 5.4k 311.55
Raytheon Technologies Corp (RTX) 0.1 $1.6M 12k 132.46
Cisco Systems (CSCO) 0.1 $1.6M 26k 61.71
Verizon Communications (VZ) 0.1 $1.5M 34k 45.36
International Business Machines (IBM) 0.1 $1.5M 6.0k 248.66
Glaukos (GKOS) 0.1 $1.5M 15k 98.42
Canadian Pacific Kansas City (CP) 0.1 $1.4M 20k 70.21
salesforce (CRM) 0.1 $1.4M 5.3k 268.36
Lowe's Companies (LOW) 0.1 $1.4M 6.0k 233.23
Netflix (NFLX) 0.1 $1.4M 1.5k 932.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.3M 29k 45.26
Crown Castle Intl (CCI) 0.1 $1.3M 13k 104.23
Caterpillar (CAT) 0.1 $1.3M 3.9k 329.80
Union Pacific Corporation (UNP) 0.1 $1.3M 5.3k 236.24
Paychex (PAYX) 0.1 $1.1M 7.3k 154.28
Colgate-Palmolive Company (CL) 0.1 $1.1M 12k 93.70
Veralto Corp Com Shs (VLTO) 0.1 $1.0M 11k 97.45
Philip Morris International (PM) 0.1 $1.0M 6.4k 158.73
Charles Schwab Corporation (SCHW) 0.1 $1.0M 13k 78.28
Ishares Tr Russell 2000 Etf (IWM) 0.1 $999k 5.0k 199.49
Nucor Corporation (NUE) 0.0 $969k 8.1k 120.34
Donaldson Company (DCI) 0.0 $956k 14k 67.06
Goldman Sachs (GS) 0.0 $920k 1.7k 546.29
Fortive (FTV) 0.0 $868k 12k 73.18
Emerson Electric (EMR) 0.0 $855k 7.8k 109.64
Honeywell International (HON) 0.0 $835k 3.9k 211.75
Globant S A (GLOB) 0.0 $751k 6.4k 117.72
Mastercard Incorporated Cl A (MA) 0.0 $742k 1.4k 548.12
Marriott Intl Cl A (MAR) 0.0 $663k 2.8k 238.20
3M Company (MMM) 0.0 $652k 4.4k 146.86
Palo Alto Networks (PANW) 0.0 $651k 3.8k 170.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $641k 32k 19.78
Merck & Co (MRK) 0.0 $604k 6.7k 89.76
General Mills (GIS) 0.0 $584k 9.8k 59.79
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $506k 53k 9.58
Illinois Tool Works (ITW) 0.0 $471k 1.9k 248.01
Coca-Cola Company (KO) 0.0 $451k 6.3k 71.62
SYSCO Corporation (SYY) 0.0 $450k 6.0k 75.04
Lockheed Martin Corporation (LMT) 0.0 $415k 930.00 446.71
Doubleline Income Solutions (DSL) 0.0 $409k 32k 12.61
MGM Resorts International. (MGM) 0.0 $399k 13k 29.64
Intuitive Surgical Com New (ISRG) 0.0 $380k 768.00 495.27
Universal Hlth Svcs CL B (UHS) 0.0 $376k 2.0k 187.90
Amentum Holdings (AMTM) 0.0 $365k 20k 18.20
Wal-Mart Stores (WMT) 0.0 $351k 4.0k 87.79
Shell Spon Ads (SHEL) 0.0 $341k 4.7k 73.28
Freeport-mcmoran CL B (FCX) 0.0 $333k 8.8k 37.86
United Parcel Service CL B (UPS) 0.0 $310k 2.8k 109.99
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $285k 12k 23.43
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $266k 4.6k 58.35
Bank of America Corporation (BAC) 0.0 $256k 6.1k 41.73
Nextera Energy (NEE) 0.0 $227k 3.2k 70.89
Tesla Motors (TSLA) 0.0 $214k 824.00 259.16
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $133k 1.3k 104.57
Mamamancini's Holdings (MAMA) 0.0 $115k 18k 6.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $113k 312.00 361.09
Talkspace (TALK) 0.0 $90k 35k 2.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $88k 3.8k 23.16
Adaptive Biotechnologies Cor (ADPT) 0.0 $85k 11k 7.43
Ishares Tr Msci Eafe Etf (EFA) 0.0 $78k 950.00 81.73
SunLink Health Systems (SSY) 0.0 $75k 75k 1.00
Honest (HNST) 0.0 $57k 12k 4.70
Hf Foods Group (HFFG) 0.0 $56k 11k 4.90
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $47k 481.00 97.48
Commercial Vehicle (CVGI) 0.0 $21k 19k 1.15
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $9.2k 85.00 108.69
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $7.7k 30.00 255.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.5k 29.00 188.17
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.0k 18.00 111.11