Granite Investment Partners

Granite Investment Partners as of June 30, 2025

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 255 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 3.8 $78M 156k 497.41
Apple (AAPL) 2.2 $45M 218k 205.17
NVIDIA Corporation (NVDA) 2.2 $45M 282k 157.99
Amazon (AMZN) 2.1 $43M 194k 219.39
Ge Aerospace Com New (GE) 1.7 $35M 134k 257.39
Eaton Corp SHS (ETN) 1.7 $34M 96k 356.99
Wintrust Financial Corporation (WTFC) 1.7 $34M 274k 123.98
Ge Vernova (GEV) 1.6 $33M 62k 529.15
Alphabet Cap Stk Cl C (GOOG) 1.5 $32M 178k 177.39
Cbiz (CBZ) 1.5 $31M 434k 71.71
Visa Com Cl A (V) 1.5 $31M 87k 355.05
Agilysys (AGYS) 1.5 $30M 260k 114.64
S&p Global (SPGI) 1.2 $24M 46k 527.29
Stryker Corporation (SYK) 1.2 $24M 61k 395.63
Wingstop (WING) 1.1 $24M 70k 336.74
Rockwell Automation (ROK) 1.1 $23M 70k 332.17
Hubbell (HUBB) 1.1 $22M 55k 408.41
Kratos Defense & Sec Solutio Com New (KTOS) 1.1 $22M 477k 46.45
Eli Lilly & Co. (LLY) 1.1 $22M 28k 779.53
Meta Platforms Cl A (META) 1.1 $22M 30k 738.09
Casella Waste Sys Cl A (CWST) 1.0 $21M 183k 115.38
Tower Semiconductor Shs New (TSEM) 1.0 $21M 484k 43.35
Elf Beauty (ELF) 1.0 $21M 167k 124.44
Deere & Company (DE) 1.0 $20M 40k 508.49
Arlo Technologies (ARLO) 1.0 $20M 1.2M 16.96
Guardant Health (GH) 1.0 $20M 387k 52.04
Glaukos (GKOS) 1.0 $20M 193k 103.29
Hayward Hldgs (HAYW) 1.0 $20M 1.4M 13.80
Trinity Industries (TRN) 1.0 $20M 727k 27.01
JPMorgan Chase & Co. (JPM) 0.9 $19M 67k 289.91
Alphatec Hldgs Com New (ATEC) 0.9 $19M 1.7M 11.10
Crane Company Common Stock (CR) 0.9 $19M 100k 189.89
Costco Wholesale Corporation (COST) 0.9 $19M 19k 989.94
Limbach Hldgs (LMB) 0.9 $19M 133k 140.10
Sherwin-Williams Company (SHW) 0.9 $19M 54k 343.36
Freshpet (FRPT) 0.9 $18M 267k 67.96
Belden (BDC) 0.9 $18M 156k 115.80
Zeta Global Holdings Corp Cl A (ZETA) 0.9 $18M 1.1M 15.49
Evercore Class A (EVR) 0.9 $18M 65k 270.02
Everus Constr Group (ECG) 0.8 $17M 273k 63.53
Veracyte (VCYT) 0.8 $17M 636k 27.03
Inter Parfums (IPAR) 0.8 $17M 130k 131.31
Abercrombie & Fitch Cl A (ANF) 0.8 $16M 196k 82.85
First Hawaiian (FHB) 0.8 $16M 644k 24.96
Kura Sushi Usa Cl A Com (KRUS) 0.8 $16M 185k 86.08
Siteone Landscape Supply (SITE) 0.8 $16M 128k 120.94
Blackrock (BLK) 0.7 $15M 14k 1049.25
Mp Materials Corp Com Cl A (MP) 0.7 $15M 445k 33.27
Crowdstrike Hldgs Cl A (CRWD) 0.7 $15M 29k 509.31
The Baldwin Insurance Grp In Com Cl A (BWIN) 0.7 $15M 345k 42.81
Saia (SAIA) 0.7 $14M 52k 273.99
Ligand Pharmaceuticals Com New (LGND) 0.7 $14M 125k 113.68
Louisiana-Pacific Corporation (LPX) 0.7 $14M 165k 85.99
Esab Corporation (ESAB) 0.7 $14M 113k 120.55
Old Dominion Freight Line (ODFL) 0.7 $14M 84k 162.30
Axsome Therapeutics (AXSM) 0.7 $13M 129k 104.39
Chefs Whse (CHEF) 0.6 $13M 206k 63.81
Ncino (NCNO) 0.6 $13M 470k 27.97
Skyline Corporation (SKY) 0.6 $13M 204k 62.61
Terreno Realty Corporation (TRNO) 0.6 $13M 224k 56.07
Firstcash Holdings (FCFS) 0.6 $12M 92k 135.14
Amicus Therapeutics (FOLD) 0.6 $12M 2.2M 5.73
Power Integrations (POWI) 0.6 $12M 221k 55.90
Impinj (PI) 0.6 $12M 110k 111.07
Genius Sports Shares Cl A (GENI) 0.6 $12M 1.2M 10.40
Rush Enterprises Cl A (RUSHA) 0.6 $12M 234k 51.51
VSE Corporation (VSEC) 0.6 $12M 92k 130.98
Cushman Wakefield SHS (CWK) 0.6 $12M 1.1M 11.07
Paccar (PCAR) 0.6 $12M 126k 95.06
Automatic Data Processing (ADP) 0.6 $12M 39k 308.40
ICU Medical, Incorporated (ICUI) 0.6 $12M 90k 132.15
Chart Industries (GTLS) 0.6 $12M 72k 164.65
Chubb (CB) 0.5 $11M 38k 289.72
Novocure Ord Shs (NVCR) 0.5 $11M 604k 17.80
Napco Security Systems (NSSC) 0.5 $10M 347k 29.69
Establishment Labs Holdings Ord (ESTA) 0.5 $9.9M 233k 42.71
Grocery Outlet Hldg Corp (GO) 0.5 $9.4M 755k 12.42
Bio-techne Corporation (TECH) 0.4 $9.2M 179k 51.45
Ecolab (ECL) 0.4 $9.1M 34k 269.44
Powell Industries (POWL) 0.4 $9.0M 43k 210.45
Abbvie (ABBV) 0.4 $8.8M 47k 185.62
WESCO International (WCC) 0.4 $8.7M 47k 185.20
Sitime Corp (SITM) 0.4 $8.7M 41k 213.08
Zoetis Cl A (ZTS) 0.4 $8.5M 54k 155.95
Procept Biorobotics Corp (PRCT) 0.4 $8.2M 142k 57.60
Autodesk (ADSK) 0.4 $8.0M 26k 309.57
Methanex Corp (MEOH) 0.4 $7.9M 240k 33.10
Phillips Edison & Co Common Stock (PECO) 0.4 $7.8M 222k 35.03
Exponent (EXPO) 0.4 $7.6M 102k 74.71
Abbott Laboratories (ABT) 0.4 $7.6M 56k 136.01
Intuit (INTU) 0.4 $7.5M 9.5k 787.63
Ccc Intelligent Solutions Holdings (CCCS) 0.4 $7.4M 791k 9.41
Viant Technology Com Cl A (DSP) 0.4 $7.2M 547k 13.23
Adobe Systems Incorporated (ADBE) 0.4 $7.2M 19k 386.88
Oracle Corporation (ORCL) 0.3 $7.0M 32k 218.63
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.9M 39k 176.23
Johnson & Johnson (JNJ) 0.3 $6.8M 44k 152.75
The Trade Desk Com Cl A (TTD) 0.3 $6.5M 91k 71.99
AeroVironment (AVAV) 0.3 $6.1M 22k 284.95
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.1M 13k 485.77
Outfront Media Com New (OUT) 0.3 $6.0M 370k 16.32
Pepsi (PEP) 0.3 $6.0M 45k 132.04
Linde SHS (LIN) 0.3 $5.9M 13k 469.18
Dutch Bros Cl A (BROS) 0.3 $5.9M 86k 68.37
Home Depot (HD) 0.3 $5.8M 16k 366.64
Clearwater Analytics Hldgs I Cl A (CWAN) 0.3 $5.8M 264k 21.93
Analog Devices (ADI) 0.3 $5.8M 24k 238.02
Danaher Corporation (DHR) 0.3 $5.7M 29k 197.54
Jfrog Ord Shs (FROG) 0.3 $5.6M 128k 43.88
Blackline (BL) 0.3 $5.4M 95k 56.62
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $5.4M 71k 75.58
Walt Disney Company (DIS) 0.3 $5.1M 41k 124.01
First Interstate Bancsystem (FIBK) 0.2 $5.1M 176k 28.82
Ats (ATS) 0.2 $4.9M 153k 31.88
Jacobs Engineering Group (J) 0.2 $4.9M 37k 131.45
Api Group Corp Com Stk (APG) 0.2 $4.8M 142k 34.03
Halozyme Therapeutics (HALO) 0.2 $4.5M 87k 52.02
Thermo Fisher Scientific (TMO) 0.2 $4.5M 11k 405.46
New York Times Cl A (NYT) 0.2 $4.5M 80k 55.98
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $4.4M 185k 23.83
Nvent Electric SHS (NVT) 0.2 $4.3M 59k 73.25
Helios Technologies (HLIO) 0.2 $4.3M 128k 33.37
Amerisafe (AMSF) 0.2 $4.2M 97k 43.73
Arhaus Com Cl A (ARHS) 0.2 $4.2M 486k 8.67
Jones Lang LaSalle Incorporated (JLL) 0.2 $4.1M 16k 255.78
ESCO Technologies (ESE) 0.2 $4.1M 21k 191.87
W.W. Grainger (GWW) 0.2 $4.1M 3.9k 1040.24
Gitlab Class A Com (GTLB) 0.2 $4.0M 89k 45.11
UnitedHealth (UNH) 0.2 $3.9M 13k 311.97
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $3.9M 48k 81.86
Sportradar Group Class A Ord Shs (SRAD) 0.2 $3.9M 140k 28.08
AZZ Incorporated (AZZ) 0.2 $3.9M 42k 94.48
First American Financial (FAF) 0.2 $3.9M 64k 61.39
Silicon Laboratories (SLAB) 0.2 $3.9M 26k 147.36
Concentra Group Holdings Par Common Stock (CON) 0.2 $3.9M 187k 20.57
Servicenow (NOW) 0.2 $3.8M 3.7k 1028.08
John Bean Technologies Corporation (JBTM) 0.2 $3.8M 32k 120.26
Applied Industrial Technologies (AIT) 0.2 $3.8M 16k 232.45
Core & Main Cl A (CNM) 0.2 $3.8M 63k 60.35
Fluor Corporation (FLR) 0.2 $3.8M 73k 51.27
Boston Scientific Corporation (BSX) 0.2 $3.7M 34k 107.41
Potlatch Corporation (PCH) 0.2 $3.5M 90k 38.37
Nike CL B (NKE) 0.2 $3.4M 48k 71.04
Spx Corp (SPXC) 0.2 $3.4M 20k 167.68
Descartes Sys Grp (DSGX) 0.2 $3.3M 33k 101.64
Procore Technologies (PCOR) 0.2 $3.3M 48k 68.42
Globus Med Cl A (GMED) 0.2 $3.3M 55k 59.02
Repligen Corporation (RGEN) 0.2 $3.2M 26k 124.38
Amkor Technology (AMKR) 0.2 $3.2M 153k 20.99
Citigroup Com New (C) 0.2 $3.2M 37k 85.12
Ul Solutions Class A Com Shs (ULS) 0.2 $3.2M 43k 72.86
Littelfuse (LFUS) 0.2 $3.1M 14k 226.73
Shift4 Pmts Cl A (FOUR) 0.1 $3.1M 31k 99.11
Gcm Grosvenor Com Cl A (GCMG) 0.1 $3.0M 262k 11.56
Paylocity Holding Corporation (PCTY) 0.1 $3.0M 17k 181.19
1st Source Corporation (SRCE) 0.1 $3.0M 49k 62.07
Albany Intl Corp Cl A (AIN) 0.1 $3.0M 43k 70.13
Ambarella SHS (AMBA) 0.1 $2.9M 45k 66.06
Flowserve Corporation (FLS) 0.1 $2.9M 55k 52.35
Travelers Companies (TRV) 0.1 $2.8M 11k 267.54
Chevron Corporation (CVX) 0.1 $2.7M 19k 143.19
Trex Company (TREX) 0.1 $2.7M 49k 54.38
Ufp Industries (UFPI) 0.1 $2.6M 26k 99.36
Primerica (PRI) 0.1 $2.5M 9.1k 273.67
Wells Fargo & Company (WFC) 0.1 $2.5M 31k 80.12
Simpson Manufacturing (SSD) 0.1 $2.4M 15k 155.31
Mondelez Intl Cl A (MDLZ) 0.1 $2.3M 35k 67.44
Dorman Products (DORM) 0.1 $2.3M 19k 122.67
Vital Farms (VITL) 0.1 $2.3M 59k 38.52
Zurn Water Solutions Corp Zws (ZWS) 0.1 $2.3M 62k 36.57
Grand Canyon Education (LOPE) 0.1 $2.2M 12k 189.00
Becton, Dickinson and (BDX) 0.1 $2.1M 12k 172.25
IDEXX Laboratories (IDXX) 0.1 $2.1M 3.8k 536.34
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $2.1M 81k 25.39
Procter & Gamble Company (PG) 0.1 $2.0M 13k 159.32
Caterpillar (CAT) 0.1 $2.0M 5.1k 388.21
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $2.0M 19k 106.12
Netflix (NFLX) 0.1 $1.9M 1.5k 1339.13
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $1.9M 74k 25.69
Raytheon Technologies Corp (RTX) 0.1 $1.8M 12k 146.02
Montrose Environmental Group (MEG) 0.1 $1.8M 83k 21.89
Cisco Systems (CSCO) 0.1 $1.8M 26k 69.38
International Business Machines (IBM) 0.1 $1.8M 6.0k 294.78
Timken Company (TKR) 0.1 $1.7M 24k 72.55
Ionis Pharmaceuticals (IONS) 0.1 $1.7M 43k 39.51
McDonald's Corporation (MCD) 0.1 $1.7M 5.7k 292.17
Exxon Mobil Corporation (XOM) 0.1 $1.7M 15k 107.80
Canadian Pacific Kansas City (CP) 0.1 $1.6M 20k 79.27
Marriott Intl Cl A (MAR) 0.1 $1.6M 5.8k 273.21
Inspire Med Sys (INSP) 0.1 $1.5M 12k 129.77
Amgen (AMGN) 0.1 $1.5M 5.4k 279.21
Verizon Communications (VZ) 0.1 $1.5M 34k 43.27
Fiserv (FI) 0.1 $1.5M 8.4k 172.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.5M 29k 49.46
salesforce (CRM) 0.1 $1.4M 5.1k 272.69
Lowe's Companies (LOW) 0.1 $1.3M 6.0k 221.87
Regal-beloit Corporation (RRX) 0.1 $1.3M 9.0k 144.96
Crown Castle Intl (CCI) 0.1 $1.3M 13k 102.73
Union Pacific Corporation (UNP) 0.1 $1.2M 5.3k 230.08
Charles Schwab Corporation (SCHW) 0.1 $1.2M 13k 91.24
Philip Morris International (PM) 0.1 $1.2M 6.4k 182.13
Colgate-Palmolive Company (CL) 0.1 $1.1M 12k 90.90
Paychex (PAYX) 0.1 $1.1M 7.3k 145.46
Nucor Corporation (NUE) 0.1 $1.0M 8.1k 129.54
Emerson Electric (EMR) 0.1 $1.0M 7.8k 133.33
Donaldson Company (DCI) 0.0 $988k 14k 69.35
Veralto Corp Com Shs (VLTO) 0.0 $933k 9.2k 100.95
Honeywell International (HON) 0.0 $918k 3.9k 232.88
Palo Alto Networks (PANW) 0.0 $776k 3.8k 204.64
Mastercard Incorporated Cl A (MA) 0.0 $760k 1.4k 561.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $717k 32k 22.10
3M Company (MMM) 0.0 $676k 4.4k 152.24
Fortive (FTV) 0.0 $619k 12k 52.13
Merck & Co (MRK) 0.0 $532k 6.7k 79.16
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $525k 54k 9.75
Globant S A (GLOB) 0.0 $517k 5.7k 90.84
General Mills (GIS) 0.0 $506k 9.8k 51.81
Amentum Holdings (AMTM) 0.0 $472k 20k 23.61
Illinois Tool Works (ITW) 0.0 $470k 1.9k 247.25
SYSCO Corporation (SYY) 0.0 $454k 6.0k 75.74
Coca-Cola Company (KO) 0.0 $445k 6.3k 70.75
Intuitive Surgical Com New (ISRG) 0.0 $433k 796.00 543.41
Lockheed Martin Corporation (LMT) 0.0 $431k 930.00 463.14
Doubleline Income Solutions (DSL) 0.0 $406k 33k 12.24
MGM Resorts International. (MGM) 0.0 $396k 12k 34.39
Wal-Mart Stores (WMT) 0.0 $391k 4.0k 97.78
Freeport-mcmoran CL B (FCX) 0.0 $383k 8.8k 43.35
Universal Hlth Svcs CL B (UHS) 0.0 $362k 2.0k 181.15
Shell Spon Ads (SHEL) 0.0 $328k 4.7k 70.41
Boeing Company (BA) 0.0 $316k 1.5k 209.53
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $308k 12k 25.30
Bank of America Corporation (BAC) 0.0 $290k 6.1k 47.32
United Parcel Service CL B (UPS) 0.0 $285k 2.8k 100.94
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $283k 4.6k 62.02
Tesla Motors (TSLA) 0.0 $262k 824.00 317.66
Nextera Energy (NEE) 0.0 $222k 3.2k 69.42
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $177k 2.2k 80.23
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $139k 1.3k 109.29
Mamamancini's Holdings (MAMA) 0.0 $127k 15k 8.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $120k 282.00 424.58
Adaptive Biotechnologies Cor (ADPT) 0.0 $117k 10k 11.65
Ranpak Holdings Corp Com Cl A (PACK) 0.0 $105k 29k 3.57
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $88k 3.8k 23.24
Ishares Tr Msci Eafe Etf (EFA) 0.0 $85k 950.00 89.39
SunLink Health Systems (SSY) 0.0 $66k 75k 0.88
Talkspace (TALK) 0.0 $60k 22k 2.78
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $48k 480.00 99.49
One Stop Systems (OSS) 0.0 $39k 11k 3.55
Hf Foods Group (HFFG) 0.0 $37k 12k 3.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $25k 476.00 52.76
Nextdoor Holdings Com Cl A (NXDR) 0.0 $22k 14k 1.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $9.3k 85.00 109.61
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $8.6k 30.00 285.87
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.6k 29.00 194.24
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.0k 18.00 110.06