Granite Investment Partners

Granite Investment Partners as of Sept. 30, 2025

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 249 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.3 $75M 145k 517.95
Apple (AAPL) 2.8 $49M 191k 254.63
NVIDIA Corporation (NVDA) 2.6 $46M 247k 186.58
Alphabet Cap Stk Cl C (GOOG) 2.4 $42M 171k 243.55
Amazon (AMZN) 2.3 $40M 184k 219.57
Ge Aerospace Com New (GE) 2.2 $38M 126k 300.82
Ge Vernova (GEV) 2.1 $37M 59k 614.90
Eaton Corp SHS (ETN) 2.0 $35M 93k 374.25
Visa Com Cl A (V) 1.5 $26M 76k 341.38
Wintrust Financial Corporation (WTFC) 1.4 $25M 191k 132.44
Rockwell Automation (ROK) 1.3 $23M 67k 349.53
Tower Semiconductor Shs New (TSEM) 1.3 $23M 318k 72.30
Meta Platforms Cl A (META) 1.3 $23M 31k 734.38
Hubbell (HUBB) 1.3 $22M 52k 430.31
S&p Global (SPGI) 1.2 $22M 45k 486.71
Stryker Corporation (SYK) 1.2 $22M 58k 369.67
Eli Lilly & Co. (LLY) 1.2 $21M 28k 763.00
JPMorgan Chase & Co. (JPM) 1.2 $21M 65k 315.43
Alphatec Hldgs Com New (ATEC) 1.1 $20M 1.4M 14.54
Agilysys (AGYS) 1.0 $18M 170k 105.25
Sherwin-Williams Company (SHW) 1.0 $18M 52k 346.26
Deere & Company (DE) 1.0 $18M 38k 457.26
Costco Wholesale Corporation (COST) 1.0 $17M 18k 925.63
Amicus Therapeutics (FOLD) 0.9 $17M 2.1M 7.88
Veracyte (VCYT) 0.9 $16M 477k 34.33
Blackrock (BLK) 0.9 $16M 14k 1165.87
Casella Waste Sys Cl A (CWST) 0.9 $16M 166k 94.88
Zeta Global Holdings Corp Cl A (ZETA) 0.9 $16M 791k 19.87
Cbiz (CBZ) 0.9 $16M 296k 52.96
Aaon Com Par $0.004 (AAON) 0.8 $15M 157k 93.44
Impinj (PI) 0.8 $15M 81k 180.75
Evercore Class A (EVR) 0.8 $14M 42k 337.32
Trinity Industries (TRN) 0.8 $13M 478k 28.04
Crowdstrike Hldgs Cl A (CRWD) 0.8 $13M 27k 490.38
Methanex Corp (MEOH) 0.8 $13M 335k 39.76
Skyline Corporation (SKY) 0.8 $13M 175k 76.37
Powell Industries (POWL) 0.7 $13M 43k 304.81
Belden (BDC) 0.7 $13M 107k 120.27
Napco Security Systems (NSSC) 0.7 $13M 298k 42.95
National Vision Hldgs (EYE) 0.7 $13M 436k 29.19
F.N.B. Corporation (FNB) 0.7 $13M 786k 16.11
Hayward Hldgs (HAYW) 0.7 $13M 833k 15.12
Firstcash Holdings (FCFS) 0.7 $12M 77k 158.42
VSE Corporation (VSEC) 0.7 $12M 73k 166.24
Everus Constr Group (ECG) 0.7 $12M 140k 85.75
Cushman Wakefield SHS (CWK) 0.7 $12M 751k 15.92
Paccar (PCAR) 0.7 $12M 122k 98.32
Freshpet (FRPT) 0.7 $12M 212k 55.11
Hawkins (HWKN) 0.7 $12M 64k 182.72
Guardant Health (GH) 0.7 $12M 185k 62.48
Cellebrite Di Ordinary Shares (CLBT) 0.6 $11M 616k 18.53
Old Dominion Freight Line (ODFL) 0.6 $11M 81k 140.78
Esab Corporation (ESAB) 0.6 $11M 100k 111.74
Glaukos (GKOS) 0.6 $11M 137k 81.55
First Hawaiian (FHB) 0.6 $11M 444k 24.83
Ligand Pharmaceuticals Com New (LGND) 0.6 $11M 62k 177.14
Onto Innovation (ONTO) 0.6 $11M 84k 129.22
Abercrombie & Fitch Cl A (ANF) 0.6 $11M 127k 85.55
Axsome Therapeutics (AXSM) 0.6 $11M 89k 121.45
Automatic Data Processing (ADP) 0.6 $11M 36k 293.50
Power Integrations (POWI) 0.6 $10M 260k 40.21
Saia (SAIA) 0.6 $10M 34k 299.36
Genius Sports Shares Cl A (GENI) 0.6 $10M 805k 12.38
Louisiana-Pacific Corporation (LPX) 0.6 $9.9M 112k 88.84
Visteon Corp Com New (VC) 0.6 $9.8M 82k 119.86
WESCO International (WCC) 0.5 $9.7M 46k 211.50
Intuit (INTU) 0.5 $9.7M 14k 682.91
Limbach Hldgs (LMB) 0.5 $9.5M 98k 97.12
Home Depot (HD) 0.5 $9.5M 23k 405.19
Elf Beauty (ELF) 0.5 $9.4M 71k 132.48
ICU Medical, Incorporated (ICUI) 0.5 $9.3M 77k 119.96
Albany Intl Corp Cl A (AIN) 0.5 $9.2M 172k 53.30
Ecolab (ECL) 0.5 $9.0M 33k 273.86
Arlo Technologies (ARLO) 0.5 $8.9M 524k 16.95
Regal-beloit Corporation (RRX) 0.5 $8.8M 61k 143.44
Terreno Realty Corporation (TRNO) 0.5 $8.7M 153k 56.75
Trex Company (TREX) 0.5 $8.6M 167k 51.67
Alphabet Cap Stk Cl A (GOOGL) 0.5 $8.6M 35k 243.10
Abbvie (ABBV) 0.5 $8.6M 37k 231.54
Johnson & Johnson (JNJ) 0.5 $8.5M 46k 185.42
Sitime Corp (SITM) 0.5 $8.4M 28k 301.31
Chefs Whse (CHEF) 0.5 $8.3M 142k 58.33
Paymentus Holdings Com Cl A (PAY) 0.5 $8.2M 267k 30.60
Autodesk (ADSK) 0.4 $7.7M 24k 317.67
Oracle Corporation (ORCL) 0.4 $7.6M 27k 281.24
Zoetis Cl A (ZTS) 0.4 $7.4M 51k 146.32
Kratos Defense & Sec Solutio Com New (KTOS) 0.4 $7.3M 79k 91.37
Bio-techne Corporation (TECH) 0.4 $7.1M 127k 55.63
Kura Sushi Usa Cl A Com (KRUS) 0.4 $6.9M 116k 59.41
Boeing Company (BA) 0.4 $6.8M 31k 215.83
Establishment Labs Holdings Ord (ESTA) 0.4 $6.6M 161k 40.99
Pepsi (PEP) 0.4 $6.2M 44k 140.44
Adobe Systems Incorporated (ADBE) 0.3 $6.1M 17k 352.75
Rush Enterprises Cl A (RUSHA) 0.3 $6.0M 111k 53.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.9M 12k 502.74
Grocery Outlet Hldg Corp (GO) 0.3 $5.8M 363k 16.05
Helios Technologies (HLIO) 0.3 $5.7M 110k 52.13
Linde SHS (LIN) 0.3 $5.7M 12k 475.00
First Interstate Bancsystem (FIBK) 0.3 $5.7M 178k 31.87
Clearwater Analytics Hldgs I Cl A (CWAN) 0.3 $5.6M 312k 18.02
Analog Devices (ADI) 0.3 $5.6M 23k 245.70
Jacobs Engineering Group (J) 0.3 $5.5M 37k 149.86
Exponent (EXPO) 0.3 $5.5M 79k 69.48
Danaher Corporation (DHR) 0.3 $5.5M 28k 198.26
Nvent Electric SHS (NVT) 0.3 $5.4M 55k 98.64
Abbott Laboratories (ABT) 0.3 $5.4M 41k 133.94
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $5.4M 71k 76.01
Ats (ATS) 0.3 $5.4M 206k 26.20
Jfrog Ord Shs (FROG) 0.3 $5.3M 111k 47.33
Phillips Edison & Co Common Stock (PECO) 0.3 $5.2M 153k 34.33
Blackline (BL) 0.3 $5.2M 97k 53.10
Ccc Intelligent Solutions Holdings (CCCS) 0.3 $5.1M 564k 9.11
Amerisafe (AMSF) 0.3 $5.1M 116k 43.84
Arhaus Com Cl A (ARHS) 0.3 $4.9M 464k 10.63
Thermo Fisher Scientific (TMO) 0.3 $4.8M 9.9k 485.02
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $4.8M 185k 25.71
Walt Disney Company (DIS) 0.3 $4.6M 40k 114.50
Mp Materials Corp Com Cl A (MP) 0.3 $4.5M 68k 67.07
Gitlab Class A Com (GTLB) 0.3 $4.5M 100k 45.08
AZZ Incorporated (AZZ) 0.2 $4.1M 38k 109.13
Servicenow (NOW) 0.2 $4.0M 4.4k 920.28
Keysight Technologies (KEYS) 0.2 $4.0M 23k 174.92
Inter Parfums (IPAR) 0.2 $3.9M 40k 98.38
Citigroup Com New (C) 0.2 $3.9M 38k 101.50
Littelfuse (LFUS) 0.2 $3.6M 14k 259.01
John Bean Technologies Corporation (JBTM) 0.2 $3.6M 25k 140.45
Dutch Bros Cl A (BROS) 0.2 $3.5M 66k 52.34
Siteone Landscape Supply (SITE) 0.2 $3.4M 26k 128.80
Caterpillar (CAT) 0.2 $3.3M 6.9k 477.15
Ambarella SHS (AMBA) 0.2 $3.3M 40k 82.52
UnitedHealth (UNH) 0.2 $3.2M 9.3k 345.30
Boston Scientific Corporation (BSX) 0.2 $3.2M 33k 97.63
ESCO Technologies (ESE) 0.2 $3.1M 15k 211.11
Fluor Corporation (FLR) 0.2 $3.1M 73k 42.07
Dorman Products (DORM) 0.2 $2.9M 19k 155.88
Nike CL B (NKE) 0.2 $2.9M 42k 69.73
Chevron Corporation (CVX) 0.2 $2.9M 19k 155.29
Silicon Laboratories (SLAB) 0.2 $2.9M 22k 131.13
Potlatch Corporation (PCH) 0.2 $2.9M 71k 40.75
W.W. Grainger (GWW) 0.2 $2.7M 2.9k 952.96
Concentra Group Holdings Par Common Stock (CON) 0.2 $2.7M 129k 20.93
Procept Biorobotics Corp (PRCT) 0.2 $2.7M 75k 35.69
Simpson Manufacturing (SSD) 0.1 $2.6M 16k 167.46
Wells Fargo & Company (WFC) 0.1 $2.6M 31k 83.82
Sweetgreen Com Cl A (SG) 0.1 $2.5M 317k 7.98
Applied Industrial Technologies (AIT) 0.1 $2.5M 9.5k 261.05
Vital Farms (VITL) 0.1 $2.4M 59k 41.15
Api Group Corp Com Stk (APG) 0.1 $2.4M 70k 34.37
IDEXX Laboratories (IDXX) 0.1 $2.4M 3.7k 638.89
Jones Lang LaSalle Incorporated (JLL) 0.1 $2.4M 8.0k 298.28
New York Times Cl A (NYT) 0.1 $2.3M 40k 57.40
Becton, Dickinson and (BDX) 0.1 $2.2M 12k 187.17
Halozyme Therapeutics (HALO) 0.1 $2.2M 29k 73.34
Zurn Water Solutions Corp Zws (ZWS) 0.1 $2.1M 44k 47.03
Raytheon Technologies Corp (RTX) 0.1 $2.1M 12k 167.33
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $2.0M 82k 24.70
Cullen/Frost Bankers (CFR) 0.1 $2.0M 16k 126.77
Montrose Environmental Group (MEG) 0.1 $2.0M 72k 27.46
1st Source Corporation (SRCE) 0.1 $1.9M 32k 61.56
Mondelez Intl Cl A (MDLZ) 0.1 $1.9M 30k 62.47
Sportradar Group Class A Ord Shs (SRAD) 0.1 $1.9M 69k 26.90
Spx Corp (SPXC) 0.1 $1.9M 9.9k 186.78
Procter & Gamble Company (PG) 0.1 $1.8M 12k 153.65
Ionis Pharmaceuticals (IONS) 0.1 $1.8M 28k 65.42
Parsons Corporation (PSN) 0.1 $1.8M 21k 82.92
Cisco Systems (CSCO) 0.1 $1.8M 26k 68.42
Procore Technologies (PCOR) 0.1 $1.7M 24k 72.92
Netflix (NFLX) 0.1 $1.7M 1.5k 1198.92
McDonald's Corporation (MCD) 0.1 $1.7M 5.7k 303.89
International Business Machines (IBM) 0.1 $1.7M 6.0k 282.16
Core & Main Cl A (CNM) 0.1 $1.7M 31k 53.83
AeroVironment (AVAV) 0.1 $1.7M 5.3k 314.89
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M 29k 54.18
Gcm Grosvenor Com Cl A (GCMG) 0.1 $1.6M 130k 12.07
Exxon Mobil Corporation (XOM) 0.1 $1.5M 14k 112.75
Amgen (AMGN) 0.1 $1.5M 5.4k 282.20
Descartes Sys Grp (DSGX) 0.1 $1.5M 16k 94.23
Marriott Intl Cl A (MAR) 0.1 $1.5M 5.8k 260.44
Ul Solutions Class A Com Shs (ULS) 0.1 $1.5M 22k 70.86
Canadian Pacific Kansas City (CP) 0.1 $1.5M 20k 74.49
Lowe's Companies (LOW) 0.1 $1.5M 6.0k 251.31
Repligen Corporation (RGEN) 0.1 $1.5M 11k 133.67
Verizon Communications (VZ) 0.1 $1.5M 34k 43.95
Grand Canyon Education (LOPE) 0.1 $1.3M 5.7k 219.52
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $1.3M 51k 24.79
Primerica (PRI) 0.1 $1.2M 4.5k 277.59
Charles Schwab Corporation (SCHW) 0.1 $1.2M 13k 95.47
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.1 $1.2M 9.2k 131.80
EXACT Sciences Corporation (EXAS) 0.1 $1.2M 22k 54.71
Wingstop (WING) 0.1 $1.2M 4.7k 251.68
salesforce (CRM) 0.1 $1.2M 5.0k 237.00
Union Pacific Corporation (UNP) 0.1 $1.1M 4.7k 236.37
Fiserv (FI) 0.1 $1.1M 8.4k 128.93
Philip Morris International (PM) 0.1 $1.0M 6.4k 162.20
Crown Castle Intl (CCI) 0.1 $1.0M 11k 96.49
Emerson Electric (EMR) 0.1 $1.0M 7.8k 131.18
Veralto Corp Com Shs (VLTO) 0.1 $985k 9.2k 106.61
Colgate-Palmolive Company (CL) 0.1 $950k 12k 79.94
Chubb (CB) 0.1 $900k 3.2k 282.25
Donaldson Company (DCI) 0.1 $895k 11k 81.85
Honeywell International (HON) 0.0 $830k 3.9k 210.50
Paychex (PAYX) 0.0 $827k 6.5k 126.76
Palo Alto Networks (PANW) 0.0 $778k 3.8k 203.62
Mastercard Incorporated Cl A (MA) 0.0 $770k 1.4k 568.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $755k 32k 23.28
Cava Group Ord (CAVA) 0.0 $631k 10k 60.41
Merck & Co (MRK) 0.0 $564k 6.7k 83.93
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $522k 55k 9.50
Illinois Tool Works (ITW) 0.0 $495k 1.9k 260.76
SYSCO Corporation (SYY) 0.0 $494k 6.0k 82.34
Lockheed Martin Corporation (LMT) 0.0 $464k 930.00 499.21
Doubleline Income Solutions (DSL) 0.0 $417k 34k 12.28
Coca-Cola Company (KO) 0.0 $417k 6.3k 66.32
Ralliant Corp (RAL) 0.0 $417k 9.5k 43.73
General Mills (GIS) 0.0 $415k 8.2k 50.42
Wal-Mart Stores (WMT) 0.0 $412k 4.0k 103.06
Universal Hlth Svcs CL B (UHS) 0.0 $409k 2.0k 204.44
Timken Company (TKR) 0.0 $402k 5.4k 75.18
Nucor Corporation (NUE) 0.0 $402k 3.0k 135.43
Tesla Motors (TSLA) 0.0 $366k 824.00 444.72
Intuitive Surgical Com New (ISRG) 0.0 $356k 796.00 447.23
Amentum Holdings (AMTM) 0.0 $354k 15k 23.95
Freeport-mcmoran CL B (FCX) 0.0 $347k 8.8k 39.22
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $340k 12k 27.90
Bank of America Corporation (BAC) 0.0 $316k 6.1k 51.59
Shell Spon Ads (SHEL) 0.0 $312k 4.4k 71.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $297k 4.6k 65.26
Nextera Energy (NEE) 0.0 $242k 3.2k 75.49
Arista Networks Com Shs (ANET) 0.0 $215k 1.5k 145.71
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $183k 2.2k 82.73
Ranpak Holdings Corp Com Cl A (PACK) 0.0 $166k 30k 5.62
Mamamancini's Holdings (MAMA) 0.0 $161k 15k 10.51
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $151k 1.3k 118.83
Adaptive Biotechnologies Cor (ADPT) 0.0 $151k 10k 14.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $132k 282.00 468.41
Lightpath Technologies Com Cl A (LPTH) 0.0 $106k 13k 7.93
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $89k 3.8k 23.47
Ishares Tr Msci Eafe Etf (EFA) 0.0 $89k 950.00 93.37
Red Robin Gourmet Burgers (RRGB) 0.0 $73k 11k 6.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $53k 480.00 110.59
Strata Critical Medical Cl A Com (SRTA) 0.0 $52k 10k 5.06
Nextdoor Holdings Com Cl A (NXDR) 0.0 $49k 23k 2.09
Hf Foods Group (HFFG) 0.0 $40k 15k 2.76
Talkspace (TALK) 0.0 $40k 14k 2.76
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $25k 476.00 53.03
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $9.6k 30.00 320.03
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $9.5k 85.00 111.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.9k 29.00 203.59
Ishares Tr Tips Bd Etf (TIP) 0.0 $2.0k 18.00 111.22