Granite Investment Partners

Granite Investment Partners as of June 30, 2026

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 277 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ge Vernova (GEV) 3.3 $65M 55k 1174.86
Apple (AAPL) 3.2 $63M 218k 289.36
Alphabet Cap Stk Cl C (GOOG) 3.0 $58M 163k 353.33
Microsoft Corporation (MSFT) 2.6 $51M 136k 373.02
Ge Aerospace Com New (GE) 2.4 $47M 125k 373.73
NVIDIA Corporation (NVDA) 2.4 $46M 231k 200.09
Amazon (AMZN) 2.2 $42M 176k 238.34
Eaton Corp SHS (ETN) 1.9 $37M 86k 426.12
Rockwell Automation (ROK) 1.7 $33M 67k 495.08
Eli Lilly & Co. (LLY) 1.7 $32M 27k 1199.43
Novanta (NOVT) 1.3 $26M 162k 162.24
Hubbell (HUBB) 1.3 $25M 48k 523.20
Wintrust Financial Corporation (WTFC) 1.3 $25M 153k 160.72
Visa Com Cl A (V) 1.3 $24M 71k 343.09
Deere & Company (DE) 1.2 $24M 37k 634.33
Digitalocean Hldgs (DOCN) 1.2 $23M 149k 157.03
Regal-beloit Corporation (RRX) 1.1 $22M 92k 238.19
JPMorgan Chase & Co. (JPM) 1.1 $21M 65k 327.33
Callaway Golf Company (CALY) 1.1 $21M 1.1M 18.79
Axsome Therapeutics (AXSM) 1.0 $20M 80k 244.77
Old Dominion Freight Line (ODFL) 1.0 $20M 91k 216.60
Onto Innovation (ONTO) 0.9 $18M 48k 378.45
S&p Global (SPGI) 0.9 $18M 45k 407.26
Ligand Pharmaceuticals Com New (LGND) 0.9 $17M 54k 316.09
Crowdstrike Hldgs Cl A (CRWD) 0.9 $17M 22k 763.14
Costco Wholesale Corporation (COST) 0.9 $17M 18k 935.47
Herc Hldgs (HRI) 0.8 $16M 114k 143.34
Adaptive Biotechnologies Cor (ADPT) 0.8 $16M 757k 21.45
Ducommun Incorporated (DCO) 0.8 $16M 87k 185.21
Casella Waste Sys Cl A (CWST) 0.8 $16M 163k 96.97
Delta Air Lines Com New (DAL) 0.8 $16M 169k 93.66
Paccar (PCAR) 0.8 $16M 131k 120.12
Meta Platforms Cl A (META) 0.8 $16M 28k 563.29
Power Integrations (POWI) 0.8 $16M 186k 83.76
Allegro Microsystems Ord (ALGM) 0.8 $15M 216k 69.62
Corcept Therapeutics Incorporated (CORT) 0.8 $15M 172k 86.95
Everus Constr Group (ECG) 0.8 $15M 90k 165.95
Veracyte (VCYT) 0.8 $15M 253k 58.73
Stryker Corporation (SYK) 0.8 $15M 47k 314.84
Firstcash Holdings (FCFS) 0.7 $15M 68k 216.32
Guardant Health (GH) 0.7 $14M 96k 150.03
Boeing Company (BA) 0.7 $14M 64k 216.47
Saia (SAIA) 0.7 $14M 32k 421.16
Badger Meter (BMI) 0.7 $14M 92k 148.38
Hayward Hldgs (HAYW) 0.7 $13M 775k 17.31
Oceaneering International (OII) 0.7 $13M 328k 40.52
Keysight Technologies (KEYS) 0.7 $13M 38k 350.07
VSE Corporation (VSEC) 0.7 $13M 57k 228.50
Veeco Instruments (VECO) 0.7 $13M 172k 75.80
Timken Company (TKR) 0.7 $13M 90k 145.32
Alphabet Cap Stk Cl A (GOOGL) 0.7 $13M 36k 357.37
Inter Parfums (IPAR) 0.6 $13M 113k 111.86
Albany Intl Corp Cl A (AIN) 0.6 $13M 167k 74.50
Dutch Bros Cl A (BROS) 0.6 $12M 172k 71.81
Establishment Labs Holdings Ord (ESTA) 0.6 $12M 144k 85.81
Rogers Corporation (ROG) 0.6 $12M 75k 163.73
Krystal Biotech (KRYS) 0.6 $12M 33k 371.67
Abbvie (ABBV) 0.6 $12M 48k 251.64
Johnson & Johnson (JNJ) 0.6 $11M 45k 253.97
First Hawaiian (FHB) 0.6 $11M 390k 29.30
Centuri Holdings Com Shs (CTRI) 0.6 $11M 374k 30.24
Home Depot (HD) 0.6 $11M 32k 352.68
F.N.B. Corporation (FNB) 0.6 $11M 587k 19.08
Arlo Technologies (ARLO) 0.6 $11M 827k 13.48
Glaukos (GKOS) 0.6 $11M 78k 139.76
Crane Company Common Stock (CR) 0.6 $11M 49k 223.07
Rush Enterprises Cl A (RUSHA) 0.5 $11M 144k 72.98
Alphatec Hldgs Com New (ATEC) 0.5 $11M 1.2M 8.65
Hawkins (HWKN) 0.5 $10M 73k 142.10
Nlight (LASR) 0.5 $10M 148k 69.62
Element Solutions (ESI) 0.5 $10M 213k 47.75
Napco Security Systems (NSSC) 0.5 $10M 266k 37.98
Analog Devices (ADI) 0.5 $9.6M 24k 397.17
Bio-techne Corporation (TECH) 0.5 $9.4M 134k 70.65
Skyline Corporation (SKY) 0.5 $9.4M 106k 88.12
Cognex Corporation (CGNX) 0.5 $8.9M 123k 72.42
Cushman And Wakefield Common Shares (CWK) 0.5 $8.8M 660k 13.39
Ecolab (ECL) 0.5 $8.8M 32k 278.61
Terreno Realty Corporation (TRNO) 0.4 $8.8M 135k 64.77
Nvent Elec SHS (NVT) 0.4 $8.7M 51k 169.61
Kura Sushi Usa Cl A Com (KRUS) 0.4 $8.6M 150k 57.56
Mamamancini's Holdings (MAMA) 0.4 $8.6M 481k 17.85
Limbach Hldgs (LMB) 0.4 $8.5M 111k 77.00
Caterpillar (CAT) 0.4 $8.3M 7.8k 1064.90
Csw Industrials (CSW) 0.4 $8.1M 29k 278.30
Zeta Global Holdings Corp Cl A (ZETA) 0.4 $8.1M 412k 19.68
Automatic Data Processing (ADP) 0.4 $8.0M 36k 223.95
Agilysys (AGYS) 0.4 $7.9M 75k 104.50
Nice Sponsored Adr (NICE) 0.4 $7.7M 85k 90.85
Appfolio Com Cl A (APPF) 0.4 $7.7M 48k 160.35
Elf Beauty (ELF) 0.4 $7.6M 102k 74.00
Freshpet (FRPT) 0.4 $7.6M 128k 59.12
Chefs Whse (CHEF) 0.4 $7.3M 76k 96.10
Esquire Financial Holdings (ESQ) 0.4 $7.3M 61k 119.11
Jfrog Ord Shs (FROG) 0.4 $7.3M 80k 90.88
Blackrock (BLK) 0.4 $7.2M 7.4k 961.56
Powell Industries (POWL) 0.4 $6.9M 24k 286.36
Robert Half International (RHI) 0.4 $6.9M 225k 30.70
Impinj (PI) 0.3 $6.8M 48k 143.23
First Interstate Bancsystem (FIBK) 0.3 $6.7M 174k 38.56
National Vision Hldgs (EYE) 0.3 $6.5M 341k 19.01
Linde SHS (LIN) 0.3 $6.5M 13k 518.93
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.3 $6.3M 70k 89.85
Visteon Corp Com New (VC) 0.3 $6.0M 61k 99.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.0M 12k 500.39
Procept Biorobotics Corp (PRCT) 0.3 $5.7M 253k 22.58
Littelfuse (LFUS) 0.3 $5.7M 13k 455.33
Hldgs (UAL) 0.3 $5.6M 42k 135.99
Ats (ATS) 0.3 $5.6M 196k 28.78
Thermo Fisher Scientific (TMO) 0.3 $5.6M 11k 501.36
Pepsi (PEP) 0.3 $5.6M 41k 135.40
Aaon Com Par $0.004 (AAON) 0.3 $5.5M 44k 126.86
Citigroup Com New (C) 0.3 $5.5M 39k 139.96
Vericel (VCEL) 0.3 $5.4M 122k 44.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $5.4M 185k 28.96
W.W. Grainger (GWW) 0.3 $5.4M 3.9k 1360.40
4068594 Enphase Energy (ENPH) 0.3 $5.3M 107k 49.24
Stride (LRN) 0.3 $5.2M 61k 86.24
Neogenomics Com New (NEO) 0.3 $5.2M 355k 14.59
Louisiana-Pacific Corporation (LPX) 0.3 $5.1M 65k 78.66
Paylocity Holding Corporation (PCTY) 0.3 $5.0M 48k 104.53
Halozyme Therapeutics (HALO) 0.3 $5.0M 64k 78.27
Floor & Decor Hldgs Cl A (FND) 0.3 $5.0M 84k 59.36
Exponent (EXPO) 0.3 $5.0M 85k 58.76
Dorman Products (DORM) 0.3 $4.9M 36k 136.45
Danaher Corporation (DHR) 0.3 $4.9M 26k 190.48
Gitlab Class A Com (GTLB) 0.2 $4.9M 160k 30.53
Abbott Laboratories (ABT) 0.2 $4.6M 51k 90.74
Jacobs Engineering Group (J) 0.2 $4.5M 36k 126.00
WESCO International (WCC) 0.2 $4.4M 13k 345.43
Sherwin-Williams Company (SHW) 0.2 $4.3M 12k 344.32
Autodesk (ADSK) 0.2 $4.3M 22k 194.42
Ccc Intelligent Solutions Holdings (CCC) 0.2 $4.2M 823k 5.16
Amerisafe (AMSF) 0.2 $4.2M 124k 33.83
Helios Technologies (HLIO) 0.2 $4.2M 47k 89.25
Parsons Corporation (PSN) 0.2 $4.1M 78k 52.39
Arhaus Com Cl A (ARHS) 0.2 $3.9M 466k 8.42
Fluor Corporation (FLR) 0.2 $3.8M 73k 52.39
Servicenow (NOW) 0.2 $3.8M 38k 99.28
ESCO Technologies (ESE) 0.2 $3.8M 11k 350.04
UnitedHealth (UNH) 0.2 $3.5M 8.5k 415.63
Marriott Intl Cl A (MAR) 0.2 $3.5M 9.4k 370.59
AZZ Incorporated (AZZ) 0.2 $3.4M 22k 155.05
Oracle Corporation (ORCL) 0.2 $3.3M 23k 146.55
Ambarella SHS (AMBA) 0.2 $3.3M 38k 85.80
John Bean Technologies Corporation (JBTM) 0.2 $3.3M 23k 145.00
Chevron Corporation (CVX) 0.2 $3.0M 18k 165.76
Walt Disney Company (DIS) 0.1 $2.9M 30k 96.25
Methanex Corp (MEOH) 0.1 $2.9M 63k 46.15
Simpson Manufacturing (SSD) 0.1 $2.9M 14k 209.35
Moog Cl A (MOG.A) 0.1 $2.9M 6.8k 423.84
Cisco Systems (CSCO) 0.1 $2.9M 24k 117.46
Wells Fargo & Company (WFC) 0.1 $2.5M 31k 82.64
Certara Ord (CERT) 0.1 $2.5M 380k 6.55
Blackline (BL) 0.1 $2.4M 84k 28.07
Raytheon Technologies Corp (RTX) 0.1 $2.4M 12k 189.73
Zurn Water Solutions Corp Zws (ZWS) 0.1 $2.3M 46k 50.53
Amgen (AMGN) 0.1 $2.0M 5.4k 362.12
International Business Machines (IBM) 0.1 $1.9M 6.8k 281.21
IDEXX Laboratories (IDXX) 0.1 $1.9M 3.6k 526.44
Procter & Gamble Company (PG) 0.1 $1.8M 12k 146.64
Union Pacific Corporation (UNP) 0.1 $1.7M 6.4k 272.00
AtriCure (ATRC) 0.1 $1.6M 59k 27.98
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.6M 27k 59.69
Mondelez Intl Cl A (MDLZ) 0.1 $1.6M 28k 57.84
Becton, Dickinson and (BDX) 0.1 $1.6M 10k 151.33
McDonald's Corporation (MCD) 0.1 $1.5M 5.6k 270.31
Exxon Mobil Corporation (XOM) 0.1 $1.5M 11k 136.72
Weyerhaeuser Com New (WY) 0.1 $1.5M 63k 23.94
Canadian Pacific Kansas City (CP) 0.1 $1.4M 17k 86.65
Verizon Communications (VZ) 0.1 $1.4M 33k 42.34
Lowe's Companies (LOW) 0.1 $1.3M 6.0k 220.49
Donaldson Company (DCI) 0.1 $1.3M 14k 89.77
Palo Alto Networks (PANW) 0.1 $1.2M 3.5k 341.02
Charles Schwab Corporation (SCHW) 0.1 $1.2M 13k 92.27
Philip Morris International (PM) 0.1 $1.2M 6.4k 180.91
Chubb (CB) 0.1 $1.1M 3.3k 340.74
Emerson Electric (EMR) 0.1 $1.1M 7.8k 143.15
Colgate-Palmolive Company (CL) 0.1 $1.1M 12k 91.68
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $985k 6.6k 148.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $930k 34k 27.70
Merck & Co (MRK) 0.0 $852k 6.6k 128.50
Intel Corporation (INTC) 0.0 $805k 5.8k 139.63
salesforce (CRM) 0.0 $776k 5.0k 156.66
Mastercard Incorporated Cl A (MA) 0.0 $695k 1.4k 513.60
Veralto Corp Com Shs (VLTO) 0.0 $632k 7.1k 88.68
Vishay Precision (VPG) 0.0 $569k 3.8k 149.91
Applied Industrial Technologies (AIT) 0.0 $559k 1.7k 338.15
Waters Corporation (WAT) 0.0 $527k 1.4k 375.04
Coca-Cola Company (KO) 0.0 $511k 6.3k 81.27
Paychex (PAYX) 0.0 $502k 5.1k 98.33
SYSCO Corporation (SYY) 0.0 $502k 6.0k 83.58
Lincoln Electric Holdings (LECO) 0.0 $501k 1.9k 265.51
Tower Semiconductor Shs New (TSEM) 0.0 $491k 1.9k 260.64
Crown Castle Intl (CCI) 0.0 $485k 6.4k 75.73
Ralliant Corp (RAL) 0.0 $475k 6.4k 73.63
Lockheed Martin Corporation (LMT) 0.0 $474k 930.00 509.46
1st Source Corporation (SRCE) 0.0 $468k 5.7k 81.58
Wal-Mart Stores (WMT) 0.0 $453k 4.0k 113.26
Api Group Corp Com Stk (APG) 0.0 $447k 11k 42.35
Freeport Mcmoran CL B (FCX) 0.0 $442k 7.0k 62.89
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $436k 12k 36.13
Ionis Pharmaceuticals (IONS) 0.0 $399k 5.0k 79.29
Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $397k 1.6k 240.97
Honeywell International (HON) 0.0 $396k 1.8k 223.84
3M Company (MMM) 0.0 $395k 2.4k 161.91
Honeywell Aerospace (HONA) 0.0 $391k 1.8k 221.02
Universal Technical Institute (UTI) 0.0 $389k 9.1k 42.77
Commercial Vehicle (CVGI) 0.0 $388k 84k 4.62
Hexcel Corporation (HXL) 0.0 $370k 3.7k 100.06
Adobe Systems Incorporated (ADBE) 0.0 $357k 1.7k 205.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $351k 4.6k 77.11
Bank of America Corporation (BAC) 0.0 $349k 6.1k 56.98
Tesla Motors (TSLA) 0.0 $347k 824.00 420.60
Spx Corp (SPXC) 0.0 $345k 1.4k 245.17
New York Times Co Mtn Be Cl A (NYT) 0.0 $315k 4.5k 69.98
Bwx Technologies (BWXT) 0.0 $307k 1.6k 194.65
Eton Pharmaceuticals (ETON) 0.0 $307k 8.5k 36.20
Repligen Corporation (RGEN) 0.0 $306k 2.2k 136.44
GATX Corporation (GATX) 0.0 $302k 1.7k 177.19
Universal Hlth Svcs CL B (UHS) 0.0 $297k 2.0k 148.69
U Haul Holding Company Com Ser N (UHAL.B) 0.0 $289k 5.0k 57.70
Nucor Corporation (NUE) 0.0 $275k 1.2k 222.75
Amentum Holdings (AMTM) 0.0 $274k 13k 20.67
Cullen/Frost Bankers (CFR) 0.0 $271k 1.8k 154.52
Ezcorp Cl A Non Vtg (EZPW) 0.0 $268k 7.8k 34.57
Axogen (AXGN) 0.0 $260k 5.6k 46.19
Jones Lang LaSalle Incorporated (JLL) 0.0 $260k 840.00 309.95
Core & Main Cl A (CNM) 0.0 $260k 5.4k 48.25
Cava Group Ord (CAVA) 0.0 $258k 3.3k 78.48
Legend Biotech Corp Sponsored Ads (LEGN) 0.0 $249k 8.6k 28.88
Richardson Electronics (RELL) 0.0 $248k 13k 19.01
Shell Spon Ads (SHEL) 0.0 $245k 3.2k 77.54
Arista Networks Com Shs (ANET) 0.0 $245k 1.4k 169.88
Park Aerospace Corp. Cmn Pke (PKE) 0.0 $240k 6.3k 38.16
D R S Technologies (DRS) 0.0 $236k 5.5k 42.67
Karman Hldgs Common Stock (KRMN) 0.0 $233k 4.7k 49.92
Texas Roadhouse (TXRH) 0.0 $229k 1.2k 193.23
Morgan Stanley Com New (MS) 0.0 $228k 1.1k 209.04
American Superconductor Corp Shs New (AMSC) 0.0 $225k 5.4k 41.51
Primerica (PRI) 0.0 $224k 789.00 284.20
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $217k 2.2k 98.29
Electromed (ELMD) 0.0 $215k 5.1k 42.30
Fastenal Company (FAST) 0.0 $207k 4.3k 48.03
Marten Transport (MRTN) 0.0 $207k 12k 17.35
Harrow Health (HROW) 0.0 $205k 4.8k 42.47
Intuitive Surgical Com New (ISRG) 0.0 $205k 515.00 397.68
Toro Company (TTC) 0.0 $204k 2.1k 97.42
Lightpath Technologies Com Cl A (LPTH) 0.0 $200k 12k 16.35
Spire Global Com Cl A New (SPIR) 0.0 $191k 10k 18.60
Fortrea Hldgs Common Stock (FTRE) 0.0 $186k 11k 17.40
Realreal (REAL) 0.0 $184k 16k 11.79
Ranpak Holdings Corp Com Cl A (PACK) 0.0 $179k 24k 7.31
Backblaze Com Cl A (BLZE) 0.0 $159k 10k 15.86
Radiant Logistics (RLGT) 0.0 $121k 13k 9.46
Evolv Technologies Hldngs In Com Cl A (EVLV) 0.0 $119k 21k 5.80
United States Antimony (UAMY) 0.0 $101k 14k 7.26
Ishares Tr Msci Eafe Etf (EFA) 0.0 $99k 950.00 103.88
Oncology Institu (TOI) 0.0 $99k 18k 5.43
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $87k 3.8k 23.13
Materialise Nv Sponsored Ads (MTLS) 0.0 $87k 12k 7.43
Dhi (DHX) 0.0 $83k 22k 3.71
Iovance Biotherapeutics (IOVA) 0.0 $78k 19k 4.16
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $66k 481.00 136.65
Savara (SVRA) 0.0 $65k 11k 6.16
Nuvation Bio Com Cl A (NUVB) 0.0 $64k 11k 5.68
Cpi Aerostructures Com New (CVU) 0.0 $63k 12k 5.19
Safe Pro Group (SPAI) 0.0 $46k 11k 4.33
Kopin Corporation (KOPN) 0.0 $45k 10k 4.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $25k 476.00 52.41
Maxcyte (MXCT) 0.0 $22k 18k 1.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $9.9k 80.00 124.17
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $9.3k 85.00 109.07
Ishares Tr Tips Bd Etf (TIP) 0.0 $7.4k 68.00 109.43
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $7.0k 29.00 242.41
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.8k 59.00 30.49
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $1.0k 10.00 102.30