Granite Investment Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1542266
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.6B
Holdings
263
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Granite Investment Partners, LLC disclosed 263 positions worth $1.6B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 3.4% of the equity portfolio, followed by $MSFT and $GEV. During the quarter the fund opened 40 new positions and exited 18 — including a new stake in $LRN and a full exit from $CBZ. The portfolio is most concentrated in Technology (40.0% of disclosed assets). All figures are sourced directly from Granite Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1542266.
AI Fund Analysis
StableSector Allocation
TechnologyIndustrialsHealthcareConsumer DiscretionaryFinancialsMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$55.6M219,048 sh - 83.7#15
Quality
$51.8M139,809 sh - 70.1#331
Quality
$49.3M56,481 sh - 80.2
Quality
$46.8M163,179 sh - 90.2
Quality
$40.6M232,951 sh - 74.6
Quality
$37.1M178,135 sh - 74.8
Quality
$35.8M126,308 sh - —
Quality
$30.8M86,199 sh - 89.3
Quality
$25.0M27,139 sh - 68.2
Quality
$24.2M67,451 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $55.6M | 219,048 |
 MICROSOFT CORP$MSFT | 83.7#15 | $51.8M | 139,809 |
 GE Vernova Inc.$GEV | 70.1#331 | $49.3M | 56,481 |
 Alphabet Inc.$GOOGL | 80.2 | $46.8M | 163,179 |
 NVIDIA CORP$NVDA | 90.2 | $40.6M | 232,951 |
 AMAZON COM INC$AMZN | 74.6 | $37.1M | 178,135 |
 GENERAL ELECTRIC CO$GE | 74.8 | $35.8M | 126,308 |
 Eaton Corp plc$ETN | — | $30.8M | 86,199 |
 ELI LILLY & Co$LLY | 89.3 | $25.0M | 27,139 |
 ROCKWELL AUTOMATION, INC$ROK | 68.2 | $24.2M | 67,451 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Granite Investment Partners, LLC's 263 positions.
Showing top 10 of 263 holdings.
Sector Allocation
Technology
$650.7M
Industrials
$272.3M
Healthcare
$210.8M
Consumer Discretionary
$170.5M
Financials
$146.3M
Materials
$57.3M
Consumer Staples
$47.7M
Real Estate
$19.0M
Full Holdings — Granite Investment Partners, LLC (Q1 2026)
All 263 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $55.6M | 3.4% | +10% | 76.1 |
| 2 | $MSFT | MICROSOFT CORP | $51.8M | 3.2% | -5% | 83.7 |
| 3 | $GEV | GE Vernova Inc. | $49.3M | 3.0% | -3% | 70.1 |
| 4 | $GOOGL | Alphabet Inc. | $46.8M | 2.9% | -3% | 80.2 |
| 5 | $NVDA | NVIDIA CORP | $40.6M | 2.5% | +0% | 90.2 |
| 6 | $AMZN | AMAZON COM INC | $37.1M | 2.3% | +0% | 74.6 |
| 7 | $GE | GENERAL ELECTRIC CO | $35.8M | 2.2% | +1% | 74.8 |
| 8 | $ETN | Eaton Corp plc | $30.8M | 1.9% | -5% | — |
| 9 | $LLY | ELI LILLY & Co | $25.0M | 1.5% | -1% | 89.3 |
| 10 | $ROK | ROCKWELL AUTOMATION, INC | $24.2M | 1.5% | +3% | 68.2 |
| 11 |  $HUBB | HUBBELL INC | $23.7M | 1.5% | +1% | 68.7 |
| 12 |  $V | VISA INC. | $21.7M | 1.3% | -2% | 83.5 |
| 13 |  $WTFC | WINTRUST FINANCIAL CORP | $21.3M | 1.3% | -6% | 34.1 |
| 14 |  $DE | DEERE & CO | $21.0M | 1.3% | -0% | 57.4 |
| 15 |  $SPGI | S&P Global Inc. | $19.2M | 1.2% | +1% | 79.4 |
| 16 |  $JPM | JPMORGAN CHASE & CO | $19.1M | 1.2% | +1% | 35.6 |
| 17 |  $COST | COSTCO WHOLESALE CORP /NEW | $18.3M | 1.1% | +2% | 67 |
| 18 |  $MEOH | METHANEX CORP | $18.1M | 1.1% | -3% | — |
| 19 |  $TSEM | TOWER SEMICONDUCTOR LTD | $18.0M | 1.1% | -5% | — |
| 20 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $17.6M | 1.1% | +25% | 68.1 |
| 21 |  $POWI | POWER INTEGRATIONS INC | $16.6M | 1.0% | -8% | 42.2 |
| 22 |  $META | Meta Platforms, Inc. | $16.1M | 1.0% | +1% | 80.9 |
| 23 |  $SYK | STRYKER CORP | $15.5M | 1.0% | -16% | 69.8 |
| 24 |  $PCAR | PACCAR INC | $15.0M | 0.9% | +10% | 56.5 |
| 25 |  $DOCN | DigitalOcean Holdings, Inc. | $14.4M | 0.9% | -18% | 73.7 |
| 26 |  $FNB | FNB CORP/PA/ | $14.4M | 0.9% | -6% | — |
| 27 |  $RRX | REGAL REXNORD CORP | $14.3M | 0.9% | +17% | 53.8 |
| 28 |  $ONTO | ONTO INNOVATION INC. | $14.0M | 0.9% | -5% | 66.5 |
| 29 |  $AXSM | Axsome Therapeutics, Inc. | $13.6M | 0.8% | -5% | 36.6 |
| 30 |  $NOVT | NOVANTA INC | $13.5M | 0.8% | +1% | 50.5 |
| 31 |  $ATEC | Alphatec Holdings, Inc. | $13.0M | 0.8% | +5% | 37.7 |
| 32 |  $CWST | CASELLA WASTE SYSTEMS INC | $13.0M | 0.8% | -5% | 48.6 |
| 33 |  $FCFS | FirstCash Holdings, Inc. | $12.7M | 0.8% | -6% | 73.8 |
| 34 |  $TRN | TRINITY INDUSTRIES INC | $12.3M | 0.8% | -5% | 47.5 |
| 35 |  $BA | BOEING CO | $12.2M | 0.8% | +35% | 51.8 |
| 36 |  $GKOS | GLAUKOS Corp | $12.0M | 0.7% | -6% | 39.2 |
| 37 |  $POWL | POWELL INDUSTRIES INC | $11.9M | 0.7% | -37% | 69.5 |
| 38 |  $OII | OCEANEERING INTERNATIONAL INC | $11.6M | 0.7% | +37% | 64.9 |
| 39 |  $AAON | AAON, INC. | $11.5M | 0.7% | -7% | 54.5 |
| 40 |  $HWKN | HAWKINS INC | $11.3M | 0.7% | -6% | 57.5 |
| 41 |  $ZETA | Zeta Global Holdings Corp. | $11.1M | 0.7% | -6% | 53.6 |
| 42 |  $JNJ | JOHNSON & JOHNSON | $11.0M | 0.7% | -2% | 72.8 |
| 43 |  $LGND | LIGAND PHARMACEUTICALS INC | $10.8M | 0.7% | -7% | 66 |
| 44 |  $VSEC | VSE CORP | $10.6M | 0.7% | -5% | 56.4 |
| 45 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $10.5M | 0.7% | -5% | 62 |
| 46 |  $KEYS | Keysight Technologies, Inc. | $10.5M | 0.7% | +4% | 72.3 |
| 47 |  $ECG | Everus Construction Group, Inc. | $10.4M | 0.6% | -6% | 67 |
| 48 |  $ABBV | AbbVie Inc. | $10.4M | 0.6% | +2% | 59.3 |
| 49 |  $CALY | Callaway Golf Co | $10.4M | 0.6% | +182% | 34.1 |
| 50 |  $HAYW | Hayward Holdings, Inc. | $10.3M | 0.6% | -3% | 58.3 |
| 51 |  $LASR | NLIGHT, INC. | $10.1M | 0.6% | -5% | 41.3 |
| 52 |  $GOOG | Alphabet Inc. | $9.8M | 0.6% | +2% | 80.2 |
| 53 |  $SHW | SHERWIN WILLIAMS CO | $9.8M | 0.6% | -21% | 65.3 |
| 54 |  $HD | HOME DEPOT, INC. | $9.6M | 0.6% | +26% | 69.2 |
| 55 |  $AGYS | AGILYSYS INC | $9.6M | 0.6% | -5% | 55.8 |
| 56 |  $VCYT | VERACYTE, INC. | $9.6M | 0.6% | -15% | 59.5 |
| 57 |  $FHB | FIRST HAWAIIAN, INC. | $9.6M | 0.6% | -6% | 59.3 |
| 58 |  $SAIA | SAIA INC | $9.5M | 0.6% | +38% | 57.3 |
| 59 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $9.5M | 0.6% | +124% | 52.7 |
| 60 |  $LRN | Stride, Inc. | $9.4M | 0.6% | NEW | 71.1 |
| 61 |  $APLS | Apellis Pharmaceuticals, Inc. | $9.3M | 0.6% | -29% | 63.9 |
| 62 |  $BMI | BADGER METER INC | $9.3M | 0.6% | NEW | 71.6 |
| 63 |  $ARLO | Arlo Technologies, Inc. | $9.3M | 0.6% | -5% | 57.2 |
| 64 |  $EYE | National Vision Holdings, Inc. | $8.9M | 0.5% | -5% | 55.4 |
| 65 |  $GH | Guardant Health, Inc. | $8.8M | 0.5% | -39% | 36.1 |
| 66 |  $CRWD | CrowdStrike Holdings, Inc. | $8.8M | 0.5% | -3% | 55 |
| 67 |  $ECL | ECOLAB INC. | $8.6M | 0.5% | -2% | 64.3 |
| 68 |  $LMB | Limbach Holdings, Inc. | $8.6M | 0.5% | +20% | 56.5 |
| 69 |  $WCC | WESCO INTERNATIONAL INC | $8.5M | 0.5% | -5% | 55.4 |
| 70 |  $BDC | BELDEN INC. | $8.4M | 0.5% | -6% | 57.4 |
| 71 |  $TRNO | Terreno Realty Corp | $8.3M | 0.5% | -6% | 75.4 |
| 72 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $8.2M | 0.5% | -5% | 26.7 |
| 73 |  $CWK | Cushman & Wakefield Ltd. | $8.1M | 0.5% | -6% | — |
| 74 |  $SKY | Champion Homes, Inc. | $7.9M | 0.5% | -28% | 69.3 |
| 75 |  $APPF | APPFOLIO INC | $7.7M | 0.5% | NEW | 75.5 |
| 76 |  $ESAB | ESAB Corp | $7.6M | 0.5% | -5% | 58.3 |
| 77 |  $CSW | CSW INDUSTRIALS, INC. | $7.6M | 0.5% | NEW | 64.1 |
| 78 |  $ADP | AUTOMATIC DATA PROCESSING INC | $7.3M | 0.5% | -6% | 77.9 |
| 79 |  $KRUS | KURA SUSHI USA, INC. | $7.3M | 0.5% | -5% | 41.4 |
| 80 |  $ESI | Element Solutions Inc | $7.2M | 0.5% | NEW | 63.1 |
| 81 |  $CGNX | COGNEX CORP | $7.2M | 0.4% | NEW | 63.6 |
| 82 |  $TECH | BIO-TECHNE Corp | $7.2M | 0.4% | +31% | 59.6 |
| 83 |  $BLK | BlackRock, Inc. | $7.2M | 0.4% | -1% | 70.3 |
| 84 |  $FND | Floor & Decor Holdings, Inc. | $7.0M | 0.4% | +87% | 53.4 |
| 85 |  $PAY | Paymentus Holdings, Inc. | $7.0M | 0.4% | -6% | 70.2 |
| 86 |  $ADPT | Adaptive Biotechnologies Corp | $6.9M | 0.4% | NEW | 35.2 |
| 87 |  $ADI | ANALOG DEVICES INC | $6.8M | 0.4% | -2% | 76.2 |
| 88 |  $ESQ | Esquire Financial Holdings, Inc. | $6.6M | 0.4% | NEW | — |
| 89 |  $DAL | DELTA AIR LINES, INC. | $6.5M | 0.4% | +399% | 64.4 |
| 90 |  $PEP | PEPSICO INC | $6.5M | 0.4% | -5% | 62.7 |
| 91 |  $BROS | Dutch Bros Inc. | $6.3M | 0.4% | +1% | 65.9 |
| 92 |  $PRCT | PROCEPT BioRobotics Corp | $6.3M | 0.4% | -5% | 34.8 |
| 93 |  $KRYS | Krystal Biotech, Inc. | $6.3M | 0.4% | -6% | 75.9 |
| 94 |  $ELF | e.l.f. Beauty, Inc. | $6.2M | 0.4% | +54% | 53.4 |
| 95 |  $NVT | nVent Electric plc | $6.2M | 0.4% | +0% | — |
| 96 |  $LIN | LINDE PLC | $6.2M | 0.4% | +2% | — |
| 97 |  $FRPT | Freshpet, Inc. | $6.1M | 0.4% | -53% | 65.1 |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.8M | 0.4% | +4% | 64.5 |
| 99 |  $FIBK | FIRST INTERSTATE BANCSYSTEM INC | $5.8M | 0.3% | +3% | — |
| 100 |  $AIN | ALBANY INTERNATIONAL CORP /DE/ | $5.7M | 0.3% | +72% | 37.6 |
| 101 |  $NEO | NEOGENOMICS INC | $5.6M | 0.3% | NEW | 34.6 |
| 102 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.5M | 0.3% | +1% | 63.7 |
| 103 |  $CAT | CATERPILLAR INC | $5.4M | 0.3% | +11% | 67.8 |
| 104 |  $ADSK | Autodesk, Inc. | $5.4M | 0.3% | -2% | 76.4 |
| 105 |  $ABT | ABBOTT LABORATORIES | $5.4M | 0.3% | -4% | 67 |
| 106 |  $INTU | INTUIT INC. | $5.1M | 0.3% | -18% | 82 |
| 107 |  $PCTY | Paylocity Holding Corp | $5.1M | 0.3% | NEW | 72.7 |
| 108 |  $DIS | Walt Disney Co | $5.1M | 0.3% | +70% | 68.9 |
| 109 |  $DHR | DANAHER CORP /DE/ | $5.0M | 0.3% | -3% | 63.9 |
| 110 |  $EXPO | EXPONENT INC | $5.0M | 0.3% | -63% | 61.3 |
| 111 |  $PI | IMPINJ INC | $4.9M | 0.3% | -6% | 35.3 |
| 112 |  $ATS | ATS Corp /ATS | $4.9M | 0.3% | -15% | — |
| 113 |  $LFUS | LITTELFUSE INC /DE | $4.8M | 0.3% | +3% | 58.7 |
| 114 |  $LPX | LOUISIANA-PACIFIC CORP | $4.8M | 0.3% | -5% | 50.7 |
| 115 |  $J | JACOBS SOLUTIONS INC. | $4.6M | 0.3% | -1% | 47.7 |
| 116 | — | SCHWAB STRATEGIC TR | $4.6M | 0.3% | -2% | — |
| 117 |  $CHEF | Chefs' Warehouse, Inc. | $4.5M | 0.3% | -42% | 58.3 |
| 118 |  $C | CITIGROUP INC | $4.5M | 0.3% | +3% | 54.8 |
| 119 |  $IPAR | INTERPARFUMS INC | $4.4M | 0.3% | +58% | 63.4 |
| 120 | — | FIRST TR EXCHANGE-TRADED FD | $4.4M | 0.3% | -2% | — |
| 121 |  $GWW | W.W. GRAINGER, INC. | $4.3M | 0.3% | +12% | 69.5 |
| 122 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $4.3M | 0.3% | +4% | 50.8 |
| 123 |  $AMSF | AMERISAFE INC | $4.2M | 0.3% | -1% | 44.7 |
| 124 |  $FROG | JFrog Ltd | $4.2M | 0.3% | +19% | — |
| 125 |  $ADBE | ADOBE INC. | $4.1M | 0.3% | +31% | 80.4 |
| 126 |  $HLIO | HELIOS TECHNOLOGIES, INC. | $4.0M | 0.2% | -29% | 52 |
| 127 |  $AZZ | AZZ INC | $3.9M | 0.2% | -16% | 57.2 |
| 128 |  $VCEL | Vericel Corp | $3.9M | 0.2% | +67% | 46 |
| 129 |  $BSX | BOSTON SCIENTIFIC CORP | $3.8M | 0.2% | +2% | 79.9 |
| 130 |  $CVX | CHEVRON CORP | $3.7M | 0.2% | -4% | 54.7 |
| 131 |  $DORM | Dorman Products, Inc. | $3.7M | 0.2% | +89% | 63.1 |
| 132 |  $ORCL | ORACLE CORP | $3.4M | 0.2% | +1% | 67.2 |
| 133 |  $FLR | FLUOR CORP | $3.4M | 0.2% | +3% | 66.2 |
| 134 |  $GTLB | Gitlab Inc. | $3.4M | 0.2% | +17% | 54.1 |
| 135 |  $HALO | HALOZYME THERAPEUTICS, INC. | $3.3M | 0.2% | +77% | 81.2 |
| 136 |  $UAL | United Airlines Holdings, Inc. | $3.3M | 0.2% | +185% | 61.3 |
| 137 |  $ESE | ESCO TECHNOLOGIES INC | $3.3M | 0.2% | -8% | 63 |
| 138 |  $ARHS | Arhaus, Inc. | $3.1M | 0.2% | +14% | 47.6 |
| 139 |  $BL | BLACKLINE, INC. | $3.1M | 0.2% | +3% | 49.9 |
| 140 |  $JBTM | JBT MAREL Corp | $2.9M | 0.2% | +3% | 55.7 |
| 141 |  $SSD | Simpson Manufacturing Co., Inc. | $2.7M | 0.2% | +3% | 62.6 |
| 142 |  $PSN | PARSONS CORP | $2.7M | 0.2% | -73% | 60.3 |
| 143 |  $VRRM | VERRA MOBILITY Corp | $2.6M | 0.2% | +121% | 66.1 |
| 144 |  $VC | VISTEON CORP | $2.5M | 0.1% | -6% | 57.6 |
| 145 |  $WFC | WELLS FARGO & COMPANY/MN | $2.4M | 0.1% | +0% | — |
| 146 |  $RTX | RTX Corp | $2.4M | 0.1% | -2% | 70 |
| 147 |  $NOW | ServiceNow, Inc. | $2.4M | 0.1% | +27% | 76 |
| 148 |  $HRI | HERC HOLDINGS INC | $2.3M | 0.1% | NEW | 56.7 |
| 149 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.1% | -7% | 66.8 |
| 150 |  $AMBA | AMBARELLA INC | $2.3M | 0.1% | +59% | 38.5 |
| 151 |  $GO | Grocery Outlet Holding Corp. | $2.3M | 0.1% | -6% | 44.1 |
| 152 |  $CERT | Certara, Inc. | $2.1M | 0.1% | NEW | 47 |
| 153 |  $IDXX | IDEXX LABORATORIES INC /DE | $2.1M | 0.1% | -2% | 73.6 |
| 154 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $2.1M | 0.1% | +8% | 65.9 |
| 155 |  $ZWS | Zurn Elkay Water Solutions Corp | $2.0M | 0.1% | +3% | 67.4 |
| 156 |  $AMGN | AMGEN INC | $1.9M | 0.1% | +0% | 79.5 |
| 157 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.1% | +0% | 72.3 |
| 158 |  $XOM | EXXON MOBIL CORP | $1.9M | 0.1% | -19% | 61.8 |
| 159 |  $PG | PROCTER & GAMBLE Co | $1.8M | 0.1% | +4% | 72.9 |
| 160 |  $MCD | MCDONALDS CORP | $1.8M | 0.1% | +0% | 73.9 |
| 161 |  $MDLZ | Mondelez International, Inc. | $1.7M | 0.1% | +1% | 53.9 |
| 162 |  $VZ | VERIZON COMMUNICATIONS INC | $1.7M | 0.1% | -1% | 71.6 |
| 163 |  $BDX | BECTON DICKINSON & CO | $1.6M | 0.1% | -13% | 50.7 |
| 164 |  $WY | WEYERHAEUSER CO | $1.6M | 0.1% | +0% | 52.9 |
| 165 |  $UNP | UNION PACIFIC CORP | $1.5M | 0.1% | +10% | 74 |
| 166 | — | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.1% | -7% | — |
| 167 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.5M | 0.1% | +0% | 66.7 |
| 168 |  $LOW | LOWES COMPANIES INC | $1.4M | 0.1% | +0% | 63.5 |
| 169 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1.3M | 0.1% | +0% | — |
| 170 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.1% | +0% | 77.2 |
| 171 |  $DCI | DONALDSON Co INC | $1.2M | 0.1% | +28% | 64.7 |
| 172 |  $PM | Philip Morris International Inc. | $1.1M | 0.1% | +0% | 80.5 |
| 173 |  $EMR | EMERSON ELECTRIC CO | $1.0M | 0.1% | +0% | 65.9 |
| 174 |  $CL | COLGATE PALMOLIVE CO | $987,049 | 0.1% | -3% | 72.4 |
| 175 |  $CB | Chubb Ltd | $940,308 | 0.1% | +0% | — |
| 176 |  $CRM | Salesforce, Inc. | $924,950 | 0.1% | +0% | 75.2 |
| 177 |  $HON | HONEYWELL INTERNATIONAL INC | $800,372 | 0.1% | -10% | 65.7 |
| 178 |  $MRK | Merck & Co., Inc. | $797,763 | 0.1% | +1% | 70.9 |
| 179 | — | SCHWAB STRATEGIC TR | $786,704 | 0.1% | -2% | — |
| 180 | — | ISHARES TR | $785,018 | 0.1% | +0% | — |
| 181 |  $NKE | NIKE, Inc. | $715,347 | 0.0% | -60% | 53.4 |
| 182 |  $MA | Mastercard Inc | $676,040 | 0.0% | +0% | 81.7 |
| 183 |  $VLTO | Veralto Corp | $629,904 | 0.0% | -8% | 74.4 |
| 184 |  $NYT | NEW YORK TIMES CO | $620,918 | 0.0% | +12% | 71.3 |
| 185 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $586,254 | 0.0% | +23% | — |
| 186 |  $PAYX | PAYCHEX INC | $583,396 | 0.0% | +9% | 75.1 |
| 187 |  $PANW | Palo Alto Networks Inc | $564,487 | 0.0% | -12% | 66.5 |
| 188 |  $LMT | LOCKHEED MARTIN CORP | $562,083 | 0.0% | +0% | 65 |
| 189 |  $CCI | CROWN CASTLE INC. | $554,996 | 0.0% | -5% | 52.9 |
| 190 |  $APG | APi Group Corp | $533,405 | 0.0% | +12% | 61.3 |
| 191 |  $WMT | Walmart Inc. | $497,244 | 0.0% | +0% | 63.2 |
| 192 |  $KO | COCA COLA CO | $478,431 | 0.0% | +0% | 74 |
| 193 |  $RGEN | REPLIGEN CORP | $471,398 | 0.0% | +36% | 54.1 |
| 194 |  $AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $469,086 | 0.0% | +13% | 64.2 |
| 195 |  $JLL | JONES LANG LASALLE INC | $453,132 | 0.0% | +13% | 59.8 |
| 196 |  $SYY | SYSCO CORP | $427,980 | 0.0% | +0% | 58.4 |
| 197 |  $SRCE | 1ST SOURCE CORP | $422,224 | 0.0% | +13% | — |
| 198 |  $WAT | WATERS CORP /DE/ | $418,707 | 0.0% | NEW | 69.9 |
| 199 |  $FCX | FREEPORT-MCMORAN INC | $413,341 | 0.0% | +0% | 73.1 |
| 200 |  $IONS | IONIS PHARMACEUTICALS INC | $401,356 | 0.0% | +11% | 37.1 |
| 201 |  $CFR | CULLEN/FROST BANKERS, INC. | $398,745 | 0.0% | +13% | 66.5 |
| 202 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $357,940 | 0.0% | +0% | 71.2 |
| 203 |  $MMM | 3M CO | $354,216 | 0.0% | -8% | 60.7 |
| 204 |  $UTI | UNIVERSAL TECHNICAL INSTITUTE INC | $349,268 | 0.0% | NEW | 54.5 |
| 205 | — | SCHWAB STRATEGIC TR | $348,727 | 0.0% | -1% | — |
| 206 |  $AMTM | Amentum Holdings, Inc. | $345,508 | 0.0% | +0% | 55.6 |
| 207 |  $SARO | StandardAero, Inc. | $345,425 | 0.0% | +48% | 67.4 |
| 208 |  $JAZZ | Jazz Pharmaceuticals plc | $332,161 | 0.0% | +14% | — |
| 209 |  $SHOP | SHOPIFY INC. | $326,561 | 0.0% | NEW | — |
| 210 |  $MAMA | Mama's Creations, Inc. | $324,702 | 0.0% | +38% | 55.1 |
| 211 |  $BWXT | BWX Technologies, Inc. | $322,890 | 0.0% | NEW | 68 |
| 212 |  $HXL | HEXCEL CORP /DE/ | $318,945 | 0.0% | NEW | 50.5 |
| 213 |  $FLS | FLOWSERVE CORP | $314,402 | 0.0% | NEW | 66.2 |
| 214 |  $AVAV | AeroVironment Inc | $310,453 | 0.0% | +42% | 42.1 |
| 215 | — | ISHARES TR | $307,599 | 0.0% | +0% | — |
| 216 |  $TSLA | Tesla, Inc. | $306,322 | 0.0% | +0% | 50.1 |
| 217 |  $SPXC | SPX Technologies, Inc. | $299,310 | 0.0% | +13% | 66 |
| 218 |  $BAC | BANK OF AMERICA CORP /DE/ | $298,594 | 0.0% | +0% | 68.4 |
| 219 |  $SHEL | Shell plc | $293,694 | 0.0% | -28% | — |
| 220 |  $GATX | GATX CORP | $290,770 | 0.0% | NEW | 71 |
| 221 |  $CVGI | Commercial Vehicle Group, Inc. | $286,706 | 0.0% | NEW | 32.7 |
| 222 |  $ISRG | INTUITIVE SURGICAL INC | $284,892 | 0.0% | -7% | 81.4 |
| 223 |  $CNM | Core & Main, Inc. | $284,099 | 0.0% | +13% | 63.4 |
| 224 |  $CAVA | CAVA GROUP, INC. | $281,775 | 0.0% | NEW | 62.7 |
| 225 |  $RAL | Ralliant Corp | $268,214 | 0.0% | -5% | 36.3 |
| 226 |  $INTC | INTEL CORP | $254,365 | 0.0% | +0% | 41.5 |
| 227 |  $LINC | LINCOLN EDUCATIONAL SERVICES CORP | $247,945 | 0.0% | NEW | 47.6 |
| 228 |  $DRS | Leonardo DRS, Inc. | $246,641 | 0.0% | NEW | 63.8 |
| 229 |  $VIK | Viking Holdings Ltd | $238,369 | 0.0% | NEW | — |
| 230 |  $VPG | Vishay Precision Group, Inc. | $235,163 | 0.0% | NEW | 33 |
| 231 |  $DCO | DUCOMMUN INC /DE/ | $216,184 | 0.0% | NEW | 38.4 |
| 232 |  $PRI | Primerica, Inc. | $212,316 | 0.0% | NEW | 72.3 |
| 233 |  $ETON | Eton Pharmaceuticals, Inc. | $209,262 | 0.0% | NEW | 51.9 |
| 234 |  $NUE | NUCOR CORP | $208,669 | 0.0% | -35% | 58.9 |
| 235 |  $CME | CME GROUP INC. | $202,019 | 0.0% | NEW | 74.5 |
| 236 | — | ISHARES TR | $174,068 | 0.0% | +0% | — |
| 237 |  $RELL | RICHARDSON ELECTRONICS, LTD. | $143,106 | 0.0% | NEW | — |
| 238 |  $MRTN | MARTEN TRANSPORT LTD | $141,883 | 0.0% | NEW | — |
| 239 |  $PACK | Ranpak Holdings Corp. | $134,343 | 0.0% | +36% | 29 |
| 240 |  $SPIR | Spire Global, Inc. | $129,033 | 0.0% | NEW | 44.8 |
| 241 |  $EVLV | Evolv Technologies Holdings, Inc. | $124,400 | 0.0% | +77% | 34.7 |
| 242 |  $LPTH | LIGHTPATH TECHNOLOGIES INC | $122,677 | 0.0% | NEW | 33.2 |
| 243 |  $UAMY | UNITED STATES ANTIMONY CORP | $121,653 | 0.0% | NEW | 32.2 |
| 244 |  $TALK | Talkspace, Inc. | $119,165 | 0.0% | +61% | 43.5 |
| 245 |  $PCQ | PIMCO CALIFORNIA MUNICIPAL INCOME FUND | $103,887 | 0.0% | NEW | — |
| 246 | — | ISHARES TR | $92,274 | 0.0% | +0% | — |
| 247 | — | SCHWAB STRATEGIC TR | $87,772 | 0.0% | +0% | — |
| 248 |  $SRTA | Strata Critical Medical, Inc. | $75,997 | 0.0% | +77% | 47 |
| 249 |  $IOVA | IOVANCE BIOTHERAPEUTICS, INC. | $66,139 | 0.0% | +77% | 30.6 |
| 250 |  $MTLS | MATERIALISE NV | $57,877 | 0.0% | NEW | — |
| 251 | — | ISHARES TR | $56,961 | 0.0% | +0% | — |
| 252 |  $TOI | Oncology Institute, Inc. | $45,531 | 0.0% | NEW | 37.8 |
| 253 |  $NXDR | Nextdoor Holdings, Inc. | $43,784 | 0.0% | +78% | 28.3 |
| 254 |  $SPAI | Safe Pro Group Inc. | $40,523 | 0.0% | NEW | — |
| 255 |  $ADGM | Adagio Medical Holdings, Inc. | $31,111 | 0.0% | NEW | — |
| 256 | — | ISHARES TR | $25,019 | 0.0% | +0% | — |
| 257 |  $MXCT | MAXCYTE, INC. | $12,268 | 0.0% | NEW | 16.7 |
| 258 | — | ISHARES TR | $9,264 | 0.0% | +0% | — |
| 259 | — | ISHARES TR | $8,528 | 0.0% | -100% | — |
| 260 | — | ISHARES TR | $7,504 | 0.0% | +33% | — |
| 261 | — | ISHARES TR | $6,196 | 0.0% | +0% | — |
| 262 | — | ISHARES TR | $1,789 | 0.0% | +0% | — |
| 263 | — | ISHARES TR | $946 | 0.0% | +0% | — |
New Positions (40)
$LRN Stride, Inc.$9.4M$BMI BADGER METER INC$9.3M$APPF APPFOLIO INC$7.7M$CSW CSW INDUSTRIALS, INC.$7.6M$ESI Element Solutions Inc$7.2M$CGNX COGNEX CORP$7.2M$ADPT Adaptive Biotechnologies Corp$6.9M$ESQ Esquire Financial Holdings, Inc.$6.6M$NEO NEOGENOMICS INC$5.6M$PCTY Paylocity Holding Corp$5.1M$HRI HERC HOLDINGS INC$2.3M$CERT Certara, Inc.$2.1M$WAT WATERS CORP /DE/$418,707$UTI UNIVERSAL TECHNICAL INSTITUTE INC$349,268$SHOP SHOPIFY INC.$326,561Exited Positions (18)
$CBZ CBIZ, Inc.
$ICUI ICU MEDICAL INC/DE
$EVR Evercore Inc.
$CLBT Cellebrite DI Ltd.
$CWAN Clearwater Analytics Holdings, Inc.
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$PECO Phillips Edison & Company, Inc.
$SLAB SILICON LABORATORIES INC.
$VITL Vital Farms, Inc. POTLATCHDELTIC CORPORATION
$NFLX NETFLIX INC
$ITW ILLINOIS TOOL WORKS INC
$PCOR PROCORE TECHNOLOGIES, INC.
$WING Wingstop Inc.
$NEE NEXTERA ENERGY INCBrowse Top Institutional Investors
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