Granite Investment Partners, LLC
13F Reported Value
ⓘ$2.0B
Holdings
277
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Granite Investment Partners, LLC disclosed 277 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $GEV (GE Vernova Inc.) at 3.3% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 37 new positions and exited 23 — including a new stake in $ALGM and a full exit from $TRN. The portfolio is most concentrated in Technology (39.3% 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
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 81.1#21
Quality
$64.8M55,181 sh - 76.4#84
Quality
$63.1M218,008 sh - 78.2#57
Quality
$57.7M163,324 sh - 79.8
Quality
$50.8M136,247 sh - 73.8
Quality
$46.9M125,387 sh - 85.9
Quality
$46.3M231,229 sh - 68.7
Quality
$42.1M176,444 sh - —
Quality
$36.6M85,925 sh - 63.6
Quality
$33.2M67,116 sh - 87.5
Quality
$32.4M26,997 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GE Vernova Inc.$GEV | 81.1#21 | $64.8M | 55,181 |
 Apple Inc.$AAPL | 76.4#84 | $63.1M | 218,008 |
 Alphabet Inc.$GOOGL | 78.2#57 | $57.7M | 163,324 |
 MICROSOFT CORP$MSFT | 79.8 | $50.8M | 136,247 |
 GENERAL ELECTRIC CO$GE | 73.8 | $46.9M | 125,387 |
 NVIDIA CORP$NVDA | 85.9 | $46.3M | 231,229 |
 AMAZON COM INC$AMZN | 68.7 | $42.1M | 176,444 |
 Eaton Corp plc$ETN | — | $36.6M | 85,925 |
 ROCKWELL AUTOMATION, INC$ROK | 63.6 | $33.2M | 67,116 |
 ELI LILLY & Co$LLY | 87.5 | $32.4M | 26,997 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Granite Investment Partners, LLC's 277 positions.
Showing top 10 of 277 holdings.
Sector Allocation
Technology
$767.1M
Industrials
$373.9M
Healthcare
$265.6M
Consumer Discretionary
$187.9M
Financials
$155.2M
Consumer Staples
$65.8M
Materials
$50.1M
Energy
$29.4M
Top Holdings — Granite Investment Partners, LLC (Q2 2026)
Top 150 of 277 disclosed positions (by reported value) 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 | $GEV | GE Vernova Inc. | $64.8M | 3.3% | -2% | 81.1 |
| 2 | $AAPL | Apple Inc. | $63.1M | 3.2% | -0% | 76.4 |
| 3 | $GOOGL | Alphabet Inc. | $57.7M | 3.0% | +0% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $50.8M | 2.6% | -3% | 79.8 |
| 5 | $GE | GENERAL ELECTRIC CO | $46.9M | 2.4% | -1% | 73.8 |
| 6 | $NVDA | NVIDIA CORP | $46.3M | 2.4% | -1% | 85.9 |
| 7 | $AMZN | AMAZON COM INC | $42.1M | 2.1% | -1% | 68.7 |
| 8 | $ETN | Eaton Corp plc | $36.6M | 1.9% | -0% | — |
| 9 | $ROK | ROCKWELL AUTOMATION, INC | $33.2M | 1.7% | -0% | 63.6 |
| 10 | $LLY | ELI LILLY & Co | $32.4M | 1.7% | -1% | 87.5 |
| 11 |  $NOVT | NOVANTA INC | $26.2M | 1.3% | +42% | 51.2 |
| 12 |  $HUBB | HUBBELL INC | $25.3M | 1.3% | -0% | 64.1 |
| 13 |  $WTFC | WINTRUST FINANCIAL CORP | $24.6M | 1.3% | -0% | 60.3 |
| 14 |  $V | VISA INC. | $24.4M | 1.3% | -1% | 82.9 |
| 15 |  $DE | DEERE & CO | $23.5M | 1.2% | -1% | 55.4 |
| 16 |  $DOCN | DigitalOcean Holdings, Inc. | $23.3M | 1.2% | -12% | 67.2 |
| 17 |  $RRX | REGAL REXNORD CORP | $21.9M | 1.1% | +20% | 52 |
| 18 |  $JPM | JPMORGAN CHASE & CO | $21.3M | 1.1% | -0% | 70.7 |
| 19 |  $CALY | Callaway Golf Co | $20.8M | 1.1% | +48% | 26.1 |
| 20 |  $AXSM | Axsome Therapeutics, Inc. | $19.6M | 1.0% | -0% | 40.8 |
| 21 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $19.6M | 1.0% | +0% | 61.3 |
| 22 |  $ONTO | ONTO INNOVATION INC. | $18.3M | 0.9% | -29% | 61.9 |
| 23 |  $SPGI | S&P Global Inc. | $18.3M | 0.9% | -1% | 76.1 |
| 24 |  $LGND | LIGAND PHARMACEUTICALS INC | $17.1M | 0.9% | -0% | 76 |
| 25 |  $CRWD | CrowdStrike Holdings, Inc. | $16.9M | 0.9% | -2% | 67.7 |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $16.8M | 0.9% | -2% | 66.2 |
| 27 |  $HRI | HERC HOLDINGS INC | $16.3M | 0.8% | +387% | 65.3 |
| 28 |  $ADPT | Adaptive Biotechnologies Corp | $16.2M | 0.8% | +51% | 41.4 |
| 29 |  $DCO | DUCOMMUN INC /DE/ | $16.1M | 0.8% | +4793% | 34.1 |
| 30 |  $CWST | CASELLA WASTE SYSTEMS INC | $15.8M | 0.8% | -0% | 57.1 |
| 31 |  $DAL | DELTA AIR LINES, INC. | $15.8M | 0.8% | +72% | 57.5 |
| 32 |  $PCAR | PACCAR INC | $15.7M | 0.8% | +1% | 56.5 |
| 33 |  $META | Meta Platforms, Inc. | $15.7M | 0.8% | -1% | 79.6 |
| 34 |  $POWI | POWER INTEGRATIONS INC | $15.6M | 0.8% | -43% | 45.2 |
| 35 |  $ALGM | ALLEGRO MICROSYSTEMS, INC. | $15.0M | 0.8% | NEW | 47.6 |
| 36 |  $CORT | CORCEPT THERAPEUTICS INC | $15.0M | 0.8% | NEW | 57.8 |
| 37 |  $ECG | Everus Construction Group, Inc. | $14.9M | 0.8% | +2% | 66.3 |
| 38 |  $VCYT | VERACYTE, INC. | $14.9M | 0.8% | -15% | 68.6 |
| 39 |  $SYK | STRYKER CORP | $14.7M | 0.8% | -1% | 72.1 |
| 40 |  $FCFS | FirstCash Holdings, Inc. | $14.6M | 0.8% | -0% | 69.3 |
| 41 |  $GH | Guardant Health, Inc. | $14.4M | 0.7% | +0% | 39 |
| 42 |  $BA | BOEING CO | $13.9M | 0.7% | +5% | 61.6 |
| 43 |  $SAIA | SAIA INC | $13.6M | 0.7% | +19% | 58.2 |
| 44 |  $BMI | BADGER METER INC | $13.6M | 0.7% | +50% | 61 |
| 45 |  $HAYW | Hayward Holdings, Inc. | $13.4M | 0.7% | +0% | 55.8 |
| 46 |  $OII | OCEANEERING INTERNATIONAL INC | $13.3M | 0.7% | +0% | 61.4 |
| 47 |  $KEYS | Keysight Technologies, Inc. | $13.1M | 0.7% | +1% | 71.4 |
| 48 |  $VSEC | VSE CORP | $13.1M | 0.7% | -0% | 56.5 |
| 49 |  $VECO | VEECO INSTRUMENTS INC | $13.0M | 0.7% | NEW | 42.8 |
| 50 |  $TKR | TIMKEN CO | $13.0M | 0.7% | NEW | 54.4 |
| 51 |  $GOOG | Alphabet Inc. | $12.8M | 0.7% | +4% | 78.2 |
| 52 |  $IPAR | INTERPARFUMS INC | $12.6M | 0.7% | +130% | 61.5 |
| 53 |  $AIN | ALBANY INTERNATIONAL CORP /DE/ | $12.5M | 0.6% | +54% | 40.2 |
| 54 |  $BROS | Dutch Bros Inc. | $12.4M | 0.6% | +38% | 63.6 |
| 55 |  $ESTA | ESTABLISHMENT LABS HOLDINGS INC. | $12.3M | 0.6% | -0% | 33.9 |
| 56 |  $ROG | ROGERS CORP | $12.2M | 0.6% | NEW | 38.3 |
| 57 |  $KRYS | Krystal Biotech, Inc. | $12.2M | 0.6% | +35% | 79.2 |
| 58 |  $ABBV | AbbVie Inc. | $12.1M | 0.6% | -0% | 72.6 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $11.4M | 0.6% | -0% | 69 |
| 60 |  $FHB | FIRST HAWAIIAN, INC. | $11.4M | 0.6% | -0% | 56.5 |
| 61 |  $CTRI | Centuri Holdings, Inc. | $11.3M | 0.6% | NEW | 51.9 |
| 62 |  $HD | HOME DEPOT, INC. | $11.2M | 0.6% | +9% | 60.3 |
| 63 |  $FNB | FNB CORP/PA/ | $11.2M | 0.6% | -32% | 65 |
| 64 |  $ARLO | Arlo Technologies, Inc. | $11.1M | 0.6% | +27% | 56.4 |
| 65 |  $GKOS | GLAUKOS Corp | $10.9M | 0.6% | -30% | 40.5 |
| 66 |  $CR | Crane Co | $10.9M | 0.6% | NEW | 66.9 |
| 67 |  $RUSHA | RUSH ENTERPRISES INC \TX\ | $10.5M | 0.5% | +0% | 51.7 |
| 68 |  $ATEC | Alphatec Holdings, Inc. | $10.5M | 0.5% | +2% | 43.3 |
| 69 |  $HWKN | HAWKINS INC | $10.4M | 0.5% | -0% | 55.6 |
| 70 |  $LASR | NLIGHT, INC. | $10.3M | 0.5% | -17% | 54.1 |
| 71 |  $ESI | Element Solutions Inc | $10.1M | 0.5% | +0% | 46.2 |
| 72 |  $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | $10.1M | 0.5% | -1% | 58.7 |
| 73 |  $ADI | ANALOG DEVICES INC | $9.6M | 0.5% | +14% | 79.2 |
| 74 |  $TECH | BIO-TECHNE Corp | $9.4M | 0.5% | -3% | 58.9 |
| 75 |  $SKY | Champion Homes, Inc. | $9.4M | 0.5% | +0% | 60.6 |
| 76 |  $CGNX | COGNEX CORP | $8.9M | 0.5% | -16% | 66.9 |
| 77 |  $CWK | Cushman & Wakefield Ltd. | $8.8M | 0.5% | -0% | — |
| 78 |  $ECL | ECOLAB INC. | $8.8M | 0.5% | -3% | 63.3 |
| 79 |  $TRNO | Terreno Realty Corp | $8.8M | 0.5% | -0% | 69.5 |
| 80 |  $NVT | nVent Electric plc | $8.7M | 0.5% | -2% | — |
| 81 |  $KRUS | KURA SUSHI USA, INC. | $8.6M | 0.4% | +44% | 46.9 |
| 82 |  $MAMA | Mama's Creations, Inc. | $8.6M | 0.4% | +2173% | 62.2 |
| 83 |  $LMB | Limbach Holdings, Inc. | $8.5M | 0.4% | +0% | 55.7 |
| 84 |  $CAT | CATERPILLAR INC | $8.3M | 0.4% | +2% | 66.5 |
| 85 |  $CSW | CSW INDUSTRIALS, INC. | $8.1M | 0.4% | +0% | 61.8 |
| 86 |  $ZETA | Zeta Global Holdings Corp. | $8.1M | 0.4% | -41% | 63.4 |
| 87 |  $ADP | AUTOMATIC DATA PROCESSING INC | $8.0M | 0.4% | -1% | 69.8 |
| 88 |  $AGYS | AGILYSYS INC | $7.9M | 0.4% | -44% | 63.4 |
| 89 |  $NICE | NICE Ltd. | $7.7M | 0.4% | NEW | — |
| 90 |  $APPF | APPFOLIO INC | $7.7M | 0.4% | -2% | 71.6 |
| 91 |  $ELF | e.l.f. Beauty, Inc. | $7.6M | 0.4% | -0% | 58.2 |
| 92 |  $FRPT | Freshpet, Inc. | $7.6M | 0.4% | +23% | 61.1 |
| 93 |  $CHEF | Chefs' Warehouse, Inc. | $7.3M | 0.4% | -0% | 54.7 |
| 94 |  $ESQ | Esquire Financial Holdings, Inc. | $7.3M | 0.4% | -0% | 56.8 |
| 95 |  $FROG | JFrog Ltd | $7.3M | 0.4% | -11% | — |
| 96 |  $BLK | BlackRock, Inc. | $7.2M | 0.4% | -0% | 70 |
| 97 |  $POWL | POWELL INDUSTRIES INC | $6.9M | 0.3% | +10% | 69.8 |
| 98 |  $RHI | ROBERT HALF INC. | $6.9M | 0.3% | NEW | 46.2 |
| 99 |  $PI | IMPINJ INC | $6.8M | 0.3% | -0% | 41.1 |
| 100 |  $FIBK | FIRST INTERSTATE BANCSYSTEM INC | $6.7M | 0.3% | +1% | 54.6 |
| 101 |  $EYE | National Vision Holdings, Inc. | $6.5M | 0.3% | -0% | 52.5 |
| 102 |  $LIN | LINDE PLC | $6.5M | 0.3% | +0% | — |
| 103 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $6.3M | 0.3% | +0% | — |
| 104 |  $VC | VISTEON CORP | $6.0M | 0.3% | +123% | 46 |
| 105 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.0M | 0.3% | -2% | 73.8 |
| 106 |  $PRCT | PROCEPT BioRobotics Corp | $5.7M | 0.3% | +1% | 33.3 |
| 107 |  $LFUS | LITTELFUSE INC /DE | $5.7M | 0.3% | -11% | 51.6 |
| 108 |  $UAL | United Airlines Holdings, Inc. | $5.6M | 0.3% | +15% | 60.8 |
| 109 |  $ATS | ATS Corp /ATS | $5.6M | 0.3% | +13% | — |
| 110 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $5.6M | 0.3% | +1% | 65.1 |
| 111 |  $PEP | PEPSICO INC | $5.6M | 0.3% | -1% | 63.4 |
| 112 |  $AAON | AAON, INC. | $5.5M | 0.3% | -69% | 56.4 |
| 113 |  $C | CITIGROUP INC | $5.5M | 0.3% | -1% | 65 |
| 114 |  $VCEL | Vericel Corp | $5.4M | 0.3% | +1% | 62.8 |
| 115 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $5.4M | 0.3% | +2% | — |
| 116 |  $GWW | W.W. GRAINGER, INC. | $5.4M | 0.3% | +0% | 61.8 |
| 117 |  $ENPH | Enphase Energy, Inc. | $5.3M | 0.3% | NEW | 42.9 |
| 118 |  $LRN | Stride, Inc. | $5.2M | 0.3% | -43% | 64.5 |
| 119 |  $NEO | NEOGENOMICS INC | $5.2M | 0.3% | -53% | 34.3 |
| 120 |  $LPX | LOUISIANA-PACIFIC CORP | $5.1M | 0.3% | -1% | 41.6 |
| 121 |  $PCTY | Paylocity Holding Corp | $5.0M | 0.3% | +1% | 66.8 |
| 122 |  $HALO | HALOZYME THERAPEUTICS, INC. | $5.0M | 0.3% | +23% | 77.2 |
| 123 |  $FND | Floor & Decor Holdings, Inc. | $5.0M | 0.3% | -40% | 54.5 |
| 124 |  $EXPO | EXPONENT INC | $5.0M | 0.3% | +11% | 56.1 |
| 125 |  $DORM | Dorman Products, Inc. | $4.9M | 0.3% | +2% | 58.8 |
| 126 |  $DHR | DANAHER CORP /DE/ | $4.9M | 0.3% | -3% | 64.8 |
| 127 |  $GTLB | Gitlab Inc. | $4.9M | 0.3% | +1% | 56.8 |
| 128 |  $ABT | ABBOTT LABORATORIES | $4.6M | 0.2% | -3% | 65.5 |
| 129 |  $J | JACOBS SOLUTIONS INC. | $4.5M | 0.2% | -2% | 64.3 |
| 130 |  $WCC | WESCO INTERNATIONAL INC | $4.4M | 0.2% | -60% | 48.8 |
| 131 |  $SHW | SHERWIN WILLIAMS CO | $4.3M | 0.2% | -59% | 61.3 |
| 132 |  $ADSK | Autodesk, Inc. | $4.3M | 0.2% | -2% | 78.6 |
| 133 |  $CCC | CCC Intelligent Solutions Holdings Inc. | $4.2M | 0.2% | +16% | 58.4 |
| 134 |  $AMSF | AMERISAFE INC | $4.2M | 0.2% | -2% | 50.1 |
| 135 |  $HLIO | HELIOS TECHNOLOGIES, INC. | $4.2M | 0.2% | -24% | 54.6 |
| 136 |  $PSN | PARSONS CORP | $4.1M | 0.2% | +55% | 54.6 |
| 137 |  $ARHS | Arhaus, Inc. | $3.9M | 0.2% | +1% | 50.7 |
| 138 |  $FLR | FLUOR CORP | $3.8M | 0.2% | +0% | 47.6 |
| 139 |  $NOW | ServiceNow, Inc. | $3.8M | 0.2% | +68% | 72.9 |
| 140 |  $ESE | ESCO TECHNOLOGIES INC | $3.8M | 0.2% | -8% | 70 |
| 141 |  $UNH | UNITEDHEALTH GROUP INC | $3.5M | 0.2% | +0% | 62.7 |
| 142 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $3.5M | 0.2% | +49% | 61.7 |
| 143 |  $AZZ | AZZ INC | $3.4M | 0.2% | -31% | 58.4 |
| 144 |  $ORCL | ORACLE CORP | $3.3M | 0.2% | -4% | 66.2 |
| 145 |  $AMBA | AMBARELLA INC | $3.3M | 0.2% | -13% | 42.5 |
| 146 |  $JBTM | JBT MAREL Corp | $3.3M | 0.2% | +1% | 64.3 |
| 147 |  $CVX | CHEVRON CORP | $3.0M | 0.1% | +0% | 62.8 |
| 148 |  $DIS | Walt Disney Co | $2.9M | 0.1% | -43% | 60.1 |
| 149 |  $MEOH | METHANEX CORP | $2.9M | 0.1% | -79% | — |
| 150 |  $SSD | Simpson Manufacturing Co., Inc. | $2.9M | 0.1% | -13% | 59.9 |
New Positions (37)
$ALGM ALLEGRO MICROSYSTEMS, INC.$15.0M$CORT CORCEPT THERAPEUTICS INC$15.0M$VECO VEECO INSTRUMENTS INC$13.0M$TKR TIMKEN CO$13.0M$ROG ROGERS CORP$12.2M$CTRI Centuri Holdings, Inc.$11.3M$CR Crane Co$10.9M$NICE NICE Ltd.$7.7M$RHI ROBERT HALF INC.$6.9M$ENPH Enphase Energy, Inc.$5.3M
$MOG-A MOOG INC.$2.9M
$ATRC AtriCure, Inc.$1.6M
$LECO LINCOLN ELECTRIC HOLDINGS INC$500,752
$HONA Honeywell Aerospace Inc.$391,422
$UHAL U-Haul Holding Co /NV/$288,500Exited Positions (23)
$TRN TRINITY INDUSTRIES INC
$APLS Apellis Pharmaceuticals, Inc.
$BDC BELDEN INC.
$ESAB ESAB Corp
$PAY Paymentus Holdings, Inc.
$INTU INTUIT INC.
$BSX BOSTON SCIENTIFIC CORP
$VRRM VERRA MOBILITY Corp
$GO Grocery Outlet Holding Corp.
$NKE NIKE, Inc.
$HYT BLACKROCK CORPORATE HIGH YIELD FUND, INC.
$SARO StandardAero, Inc.
$SHOP SHOPIFY INC.
$FLS FLOWSERVE CORP
$AVAV AeroVironment IncBrowse Top Institutional Investors
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