Granite Investment Partners

Granite Investment Partners as of Dec. 31, 2025

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 244 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.2 $71M 147k 483.62
Apple (AAPL) 3.2 $54M 199k 271.86
Alphabet Cap Stk Cl C (GOOG) 3.1 $53M 169k 313.80
NVIDIA Corporation (NVDA) 2.6 $43M 233k 186.50
Amazon (AMZN) 2.4 $41M 178k 230.82
Ge Aerospace Com New (GE) 2.3 $38M 125k 308.03
Ge Vernova (GEV) 2.3 $38M 58k 653.57
Eli Lilly & Co. (LLY) 1.7 $29M 27k 1074.68
Eaton Corp SHS (ETN) 1.7 $29M 90k 318.51
Visa Com Cl A (V) 1.5 $26M 73k 350.71
Rockwell Automation (ROK) 1.5 $26M 65k 389.07
Alphatec Hldgs Com New (ATEC) 1.4 $24M 1.1M 21.04
S&p Global (SPGI) 1.4 $23M 45k 522.59
Wintrust Financial Corporation (WTFC) 1.4 $23M 163k 139.82
Hubbell (HUBB) 1.3 $21M 48k 444.11
JPMorgan Chase & Co. (JPM) 1.2 $21M 65k 322.22
Stryker Corporation (SYK) 1.2 $20M 56k 351.47
Meta Platforms Cl A (META) 1.1 $19M 28k 660.09
Deere & Company (DE) 1.0 $17M 38k 465.57
Agilysys (AGYS) 1.0 $17M 143k 118.84
Casella Waste Sys Cl A (CWST) 1.0 $17M 173k 97.94
Guardant Health (GH) 1.0 $16M 158k 102.14
F.N.B. Corporation (FNB) 0.9 $16M 914k 17.10
Axsome Therapeutics (AXSM) 0.9 $16M 85k 182.64
Costco Wholesale Corporation (COST) 0.9 $15M 18k 862.34
Cbiz (CBZ) 0.9 $15M 303k 50.45
Zeta Global Holdings Corp Cl A (ZETA) 0.9 $15M 743k 20.35
Veracyte (VCYT) 0.9 $15M 351k 42.10
Exponent (EXPO) 0.8 $14M 206k 69.46
Freshpet (FRPT) 0.8 $14M 223k 60.93
Novanta (NOVT) 0.8 $14M 113k 118.99
Glaukos (GKOS) 0.8 $14M 119k 112.91
Paccar (PCAR) 0.8 $13M 118k 109.51
Tower Semiconductor Shs New (TSEM) 0.8 $13M 109k 117.42
Power Integrations (POWI) 0.7 $13M 355k 35.54
Sherwin-Williams Company (SHW) 0.7 $13M 39k 324.03
Methanex Corp (MEOH) 0.7 $13M 314k 39.72
Skyline Corporation (SKY) 0.7 $12M 147k 84.50
Hayward Hldgs (HAYW) 0.7 $12M 796k 15.45
Napco Security Systems (NSSC) 0.7 $12M 281k 41.70
Parsons Corporation (PSN) 0.7 $12M 189k 61.80
Firstcash Holdings (FCFS) 0.7 $11M 72k 159.38
Aaon Com Par $0.004 (AAON) 0.7 $11M 150k 76.25
Onto Innovation (ONTO) 0.7 $11M 72k 157.86
Cushman And Wakefield Common Shares (CWK) 0.7 $11M 704k 16.19
Old Dominion Freight Line (ODFL) 0.7 $11M 72k 156.80
Hawkins (HWKN) 0.7 $11M 78k 142.06
Establishment Labs Holdings Ord (ESTA) 0.7 $11M 152k 72.88
Powell Industries (POWL) 0.7 $11M 35k 318.78
Ligand Pharmaceuticals Com New (LGND) 0.6 $11M 58k 189.07
Crowdstrike Hldgs Cl A (CRWD) 0.6 $11M 23k 468.76
Abbvie (ABBV) 0.6 $11M 47k 228.49
Trinity Industries (TRN) 0.6 $11M 403k 26.44
First Hawaiian (FHB) 0.6 $11M 416k 25.30
Alphabet Cap Stk Cl A (GOOGL) 0.6 $11M 34k 313.00
VSE Corporation (VSEC) 0.6 $11M 61k 172.77
ICU Medical, Incorporated (ICUI) 0.6 $10M 72k 142.67
Digitalocean Hldgs (DOCN) 0.6 $9.9M 206k 48.12
Boeing Company (BA) 0.6 $9.8M 45k 217.12
Automatic Data Processing (ADP) 0.6 $9.8M 38k 257.23
Evercore Class A (EVR) 0.6 $9.7M 29k 340.25
Intuit (INTU) 0.6 $9.7M 15k 662.42
Cellebrite Di Ordinary Shares (CLBT) 0.6 $9.6M 533k 18.03
Arlo Technologies (ARLO) 0.6 $9.6M 686k 13.99
Johnson & Johnson (JNJ) 0.6 $9.5M 46k 206.95
National Vision Hldgs (EYE) 0.6 $9.3M 361k 25.82
Esab Corporation (ESAB) 0.5 $9.3M 83k 111.72
Paymentus Holdings Com Cl A (PAY) 0.5 $9.2M 292k 31.59
Regal-beloit Corporation (RRX) 0.5 $9.1M 65k 140.32
Belden (BDC) 0.5 $9.0M 77k 116.55
Impinj (PI) 0.5 $8.8M 51k 174.01
Ecolab (ECL) 0.5 $8.7M 33k 262.52
Terreno Realty Corporation (TRNO) 0.5 $8.4M 144k 58.71
Procept Biorobotics Corp (PRCT) 0.5 $8.4M 266k 31.46
Chefs Whse (CHEF) 0.5 $8.3M 133k 62.33
Apellis Pharmaceuticals (APLS) 0.5 $8.2M 327k 25.12
Blackrock (BLK) 0.5 $8.0M 7.5k 1070.34
WESCO International (WCC) 0.5 $8.0M 33k 244.64
Home Depot (HD) 0.5 $8.0M 23k 344.10
Everus Constr Group (ECG) 0.5 $8.0M 94k 85.56
Dutch Bros Cl A (BROS) 0.4 $7.6M 123k 61.22
Keysight Technologies (KEYS) 0.4 $7.3M 36k 203.19
Limbach Hldgs (LMB) 0.4 $7.1M 92k 77.85
Nlight (LASR) 0.4 $7.0M 187k 37.51
Clearwater Analytics Hldgs I Cl A (CWAN) 0.4 $6.9M 284k 24.12
Abbott Laboratories (ABT) 0.4 $6.8M 54k 125.29
Autodesk (ADSK) 0.4 $6.8M 23k 296.01
Saia (SAIA) 0.4 $6.4M 20k 326.52
Thermo Fisher Scientific (TMO) 0.4 $6.4M 11k 579.45
Krystal Biotech (KRYS) 0.4 $6.4M 26k 246.54
Pepsi (PEP) 0.4 $6.3M 44k 143.52
Danaher Corporation (DHR) 0.4 $6.3M 28k 228.92
Bio-techne Corporation (TECH) 0.4 $6.2M 105k 58.81
Analog Devices (ADI) 0.4 $5.9M 22k 271.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.9M 12k 502.65
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $5.8M 12k 473.30
First Interstate Bancsystem (FIBK) 0.3 $5.8M 167k 34.60
Oceaneering International (OII) 0.3 $5.7M 238k 24.03
Kura Sushi Usa Cl A Com (KRUS) 0.3 $5.7M 109k 52.33
Boston Scientific Corporation (BSX) 0.3 $5.7M 60k 95.35
Kratos Defense & Sec Solutio Com New (KTOS) 0.3 $5.7M 75k 75.91
Ats (ATS) 0.3 $5.6M 204k 27.54
Louisiana-Pacific Corporation (LPX) 0.3 $5.6M 69k 80.76
Ccc Intelligent Solutions Holdings (CCC) 0.3 $5.4M 680k 7.95
Nvent Electric SHS (NVT) 0.3 $5.3M 52k 101.97
Linde SHS (LIN) 0.3 $5.2M 12k 426.39
Ishares Tr Esg Optimized (SUSA) 0.3 $5.1M 37k 139.34
Phillips Edison & Co Common Stock (PECO) 0.3 $5.1M 143k 35.57
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $5.1M 71k 71.45
Gitlab Class A Com (GTLB) 0.3 $5.1M 135k 37.53
Elf Beauty (ELF) 0.3 $5.1M 67k 76.04
Jacobs Engineering Group (J) 0.3 $4.9M 37k 132.46
Amerisafe (AMSF) 0.3 $4.9M 127k 38.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $4.8M 185k 26.23
Jfrog Ord Shs (FROG) 0.3 $4.7M 75k 62.46
Helios Technologies (HLIO) 0.3 $4.6M 87k 53.49
Arhaus Com Cl A (ARHS) 0.3 $4.5M 404k 11.21
Floor & Decor Hldgs Cl A (FND) 0.3 $4.5M 74k 60.89
Oracle Corporation (ORCL) 0.3 $4.5M 23k 194.91
Adobe Systems Incorporated (ADBE) 0.3 $4.5M 13k 349.99
Citigroup Com New (C) 0.3 $4.5M 38k 116.69
Blackline (BL) 0.3 $4.4M 80k 55.29
AZZ Incorporated (AZZ) 0.2 $4.0M 38k 107.18
Caterpillar (CAT) 0.2 $4.0M 6.9k 572.87
Walt Disney Company (DIS) 0.2 $3.6M 31k 113.77
W.W. Grainger (GWW) 0.2 $3.6M 3.5k 1009.05
Littelfuse (LFUS) 0.2 $3.5M 14k 252.92
Rush Enterprises Cl A (RUSHA) 0.2 $3.5M 64k 53.94
Grocery Outlet Hldg Corp (GO) 0.2 $3.4M 339k 10.10
John Bean Technologies Corporation (JBTM) 0.2 $3.3M 22k 150.67
Albany Intl Corp Cl A (AIN) 0.2 $3.2M 63k 50.70
Callaway Golf Company (CALY) 0.2 $3.1M 266k 11.67
UnitedHealth (UNH) 0.2 $3.0M 9.2k 330.11
Silicon Laboratories (SLAB) 0.2 $2.9M 22k 130.70
Chevron Corporation (CVX) 0.2 $2.9M 19k 152.41
Wells Fargo & Company (WFC) 0.2 $2.9M 31k 93.20
Fluor Corporation (FLR) 0.2 $2.8M 71k 39.63
Visteon Corp Com New (VC) 0.2 $2.7M 29k 95.10
Servicenow (NOW) 0.2 $2.7M 18k 153.19
Inter Parfums (IPAR) 0.2 $2.6M 31k 84.83
Vericel (VCEL) 0.2 $2.6M 72k 36.01
IDEXX Laboratories (IDXX) 0.2 $2.6M 3.8k 676.53
Simpson Manufacturing (SSD) 0.1 $2.5M 16k 161.47
ESCO Technologies (ESE) 0.1 $2.5M 13k 195.39
Vital Farms (VITL) 0.1 $2.3M 73k 31.94
Raytheon Technologies Corp (RTX) 0.1 $2.3M 13k 183.40
Dorman Products (DORM) 0.1 $2.3M 19k 123.19
Becton, Dickinson and (BDX) 0.1 $2.3M 12k 194.07
Potlatch Corporation 0.1 $2.2M 55k 39.78
Nike CL B (NKE) 0.1 $2.2M 34k 63.71
Zurn Water Solutions Corp Zws (ZWS) 0.1 $2.1M 44k 46.49
Halozyme Therapeutics (HALO) 0.1 $2.0M 29k 67.30
Ambarella SHS (AMBA) 0.1 $2.0M 28k 70.84
Cisco Systems (CSCO) 0.1 $1.9M 25k 77.03
Verra Mobility Corp Cl A Com Stk (VRRM) 0.1 $1.8M 82k 22.41
Marriott Intl Cl A (MAR) 0.1 $1.8M 5.8k 310.24
International Business Machines (IBM) 0.1 $1.8M 6.0k 296.21
Amgen (AMGN) 0.1 $1.8M 5.4k 327.31
McDonald's Corporation (MCD) 0.1 $1.7M 5.7k 305.63
Procter & Gamble Company (PG) 0.1 $1.7M 12k 143.31
Exxon Mobil Corporation (XOM) 0.1 $1.6M 14k 120.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M 29k 53.76
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 29k 53.83
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $1.5M 65k 23.69
Lowe's Companies (LOW) 0.1 $1.4M 6.0k 241.16
Hldgs (UAL) 0.1 $1.4M 13k 111.82
Verizon Communications (VZ) 0.1 $1.4M 34k 40.73
Delta Air Lines Inc Del Com New (DAL) 0.1 $1.4M 20k 69.40
Union Pacific Corporation (UNP) 0.1 $1.3M 5.8k 231.32
salesforce (CRM) 0.1 $1.3M 5.0k 264.91
Charles Schwab Corporation (SCHW) 0.1 $1.3M 13k 99.91
Netflix (NFLX) 0.1 $1.3M 14k 93.76
Canadian Pacific Kansas City (CP) 0.1 $1.2M 17k 73.63
Emerson Electric (EMR) 0.1 $1.0M 7.8k 132.72
Philip Morris International (PM) 0.1 $1.0M 6.4k 160.40
Donaldson Company (DCI) 0.1 $970k 11k 88.66
Colgate-Palmolive Company (CL) 0.1 $939k 12k 79.02
Chubb (CB) 0.1 $901k 2.9k 312.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $780k 32k 24.04
Mastercard Incorporated Cl A (MA) 0.0 $772k 1.4k 570.88
Veralto Corp Com Shs (VLTO) 0.0 $771k 7.7k 99.78
Honeywell International (HON) 0.0 $769k 3.9k 195.09
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $759k 6.3k 120.18
Palo Alto Networks (PANW) 0.0 $741k 4.0k 184.20
Merck & Co (MRK) 0.0 $694k 6.6k 105.26
Paychex (PAYX) 0.0 $653k 5.8k 112.18
Crown Castle Intl (CCI) 0.0 $640k 7.2k 88.87
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $500k 56k 8.90
Repligen Corporation (RGEN) 0.0 $482k 2.9k 163.86
Illinois Tool Works (ITW) 0.0 $468k 1.9k 246.30
New York Times Cl A (NYT) 0.0 $458k 6.6k 69.42
Lockheed Martin Corporation (LMT) 0.0 $450k 930.00 483.67
Api Group Corp Com Stk (APG) 0.0 $448k 12k 38.26
Wal-Mart Stores (WMT) 0.0 $446k 4.0k 111.41
Jones Lang LaSalle Incorporated (JLL) 0.0 $445k 1.3k 336.47
SYSCO Corporation (SYY) 0.0 $442k 6.0k 73.69
Coca-Cola Company (KO) 0.0 $440k 6.3k 69.91
Universal Hlth Svcs CL B (UHS) 0.0 $436k 2.0k 218.02
3M Company (MMM) 0.0 $424k 2.7k 160.10
Applied Industrial Technologies (AIT) 0.0 $403k 1.6k 256.77
Amentum Holdings (AMTM) 0.0 $384k 13k 29.00
Ionis Pharmaceuticals (IONS) 0.0 $380k 4.8k 79.11
Intuitive Surgical Com New (ISRG) 0.0 $378k 668.00 566.36
Tesla Motors (TSLA) 0.0 $371k 824.00 449.72
Freeport-mcmoran CL B (FCX) 0.0 $357k 7.0k 50.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $347k 12k 28.48
Ralliant Corp (RAL) 0.0 $345k 6.8k 50.91
1st Source Corporation (SRCE) 0.0 $337k 5.4k 62.49
Bank of America Corporation (BAC) 0.0 $337k 6.1k 55.00
Cullen/Frost Bankers (CFR) 0.0 $327k 2.6k 126.63
Shell Spon Ads (SHEL) 0.0 $320k 4.4k 73.48
Nucor Corporation (NUE) 0.0 $312k 1.9k 163.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $301k 4.6k 66.00
Procore Technologies (PCOR) 0.0 $299k 4.1k 72.74
AeroVironment (AVAV) 0.0 $288k 1.2k 241.89
Spx Corp (SPXC) 0.0 $266k 1.3k 200.06
Core & Main Cl A (CNM) 0.0 $265k 5.1k 51.97
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $263k 1.5k 170.00
Standardaero (SARO) 0.0 $260k 9.1k 28.68
Wingstop (WING) 0.0 $259k 1.1k 238.49
Nextera Energy (NEE) 0.0 $257k 3.2k 80.28
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $249k 823.00 302.11
Arista Networks Com Shs (ANET) 0.0 $238k 1.8k 131.03
Birkenstock Holding Com Shs (BIRK) 0.0 $235k 5.7k 40.90
Intel Corporation (INTC) 0.0 $213k 5.8k 36.90
Mamamancini's Holdings (MAMA) 0.0 $206k 15k 13.49
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $176k 2.2k 79.84
Ranpak Holdings Corp Com Cl A (PACK) 0.0 $150k 28k 5.41
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $130k 403.00 323.01
Ishares Tr Msci Eafe Etf (EFA) 0.0 $91k 950.00 96.03
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $88k 3.8k 23.37
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $83k 12k 7.16
Ishares Tr Micro-cap Etf (IWC) 0.0 $57k 360.00 157.70
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $55k 480.00 113.72
Talkspace (TALK) 0.0 $52k 14k 3.63
Strata Critical Medical Cl A Com (SRTA) 0.0 $49k 10k 4.81
Nextdoor Holdings Com Cl A (NXDR) 0.0 $37k 18k 2.10
Iovance Biotherapeutics (IOVA) 0.0 $29k 11k 2.73
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $25k 476.00 52.88
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $9.4k 85.00 110.19
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $6.1k 29.00 210.34
Ishares Tr Tips Bd Etf (TIP) 0.0 $5.6k 51.00 109.90
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.8k 59.00 30.97
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $939.000000 10.00 93.90