Granite Investment Partners, LLC

Est. AUM

$1.63B

13F long equity, this entity only

Positions

263

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$55.6M	219048	3.42%	SOLE
2	MICROSOFT CORP	COM	$51.8M	139809	3.18%	SOLE
3	GE VERNOVA INC	COM	$49.3M	56481	3.03%	SOLE
4	ALPHABET INC	CAP STK CL C	$46.8M	163179	2.88%	SOLE
5	NVIDIA CORPORATION	COM	$40.6M	232951	2.50%	SOLE
6	AMAZON COM INC	COM	$37.1M	178135	2.28%	SOLE
7	GE AEROSPACE	COM NEW	$35.8M	126308	2.20%	SOLE
8	EATON CORP PLC	SHS	$30.8M	86199	1.90%	SOLE
9	ELI LILLY & CO	COM	$25.0M	27139	1.53%	SOLE
10	ROCKWELL AUTOMATION INC	COM	$24.2M	67451	1.49%	SOLE
11	HUBBELL INC	COM	$23.7M	48394	1.46%	SOLE
12	VISA INC	COM CL A	$21.8M	71962	1.34%	SOLE
13	WINTRUST FINL CORP	COM	$21.3M	153453	1.31%	SOLE
14	DEERE & CO	COM	$21.0M	37363	1.29%	SOLE
15	S&P GLOBAL INC	COM	$19.2M	45184	1.18%	SOLE
16	JPMORGAN CHASE & CO	COM	$19.1M	65016	1.18%	SOLE
17	COSTCO WHOLESALE CORPORATION	COM	$18.3M	18327	1.12%	SOLE
18	METHANEX CORP	COM	$18.1M	303631	1.11%	SOLE
19	TOWER SEMICONDUCTOR LTD	SHS NEW	$18.0M	102856	1.11%	SOLE
20	OLD DOMINION FREIGHT LINE IN	COM	$17.6M	90092	1.08%	SOLE
21	POWER INTEGRATIONS INC	COM	$16.6M	324926	1.02%	SOLE
22	META PLATFORMS INC	CL A	$16.1M	28197	0.99%	SOLE
23	STRYKER CORPORATION	COM	$15.5M	47288	0.96%	SOLE
24	PACCAR INC	COM	$15.0M	129656	0.92%	SOLE
25	DIGITALOCEAN HLDGS INC	COM	$14.4M	168311	0.89%	SOLE
26	F N B CORP	COM	$14.4M	861556	0.89%	SOLE
27	REGAL REXNORD CORPORATION	COM	$14.3M	76538	0.88%	SOLE
28	ONTO INNOVATION INC	COM	$14.0M	68437	0.86%	SOLE
29	AXSOME THERAPEUTICS INC.	COM	$13.6M	80299	0.83%	SOLE
30	NOVANTA INC	COM	$13.5M	114234	0.83%	SOLE
31	ALPHATEC HLDGS INC	COM NEW	$13.0M	1195156	0.80%	SOLE
32	CASELLA WASTE SYS INC	CL A	$13.0M	163583	0.80%	SOLE
33	FIRSTCASH HOLDINGS INC	COM	$12.7M	67704	0.78%	SOLE
34	TRINITY INDS INC	COM	$12.3M	381728	0.76%	SOLE
35	BOEING CO	COM	$12.2M	61048	0.75%	SOLE
36	GLAUKOS CORP	COM	$12.0M	111872	0.74%	SOLE
37	POWELL INDS INC	COM	$11.9M	21909	0.73%	SOLE
38	OCEANEERING INTL INC	COM	$11.6M	327053	0.71%	SOLE
39	AAON INC	COM PAR $0.004	$11.5M	139236	0.71%	SOLE
40	HAWKINS INC	COM	$11.3M	73480	0.69%	SOLE
41	ZETA GLOBAL HOLDINGS CORP	CL A	$11.1M	700167	0.69%	SOLE
42	JOHNSON & JOHNSON	COM	$11.0M	45045	0.68%	SOLE
43	LIGAND PHARMACEUTICALS INC	COM NEW	$10.8M	54155	0.66%	SOLE
44	VSE CORP	COM	$10.6M	57343	0.65%	SOLE
45	NAPCO SEC TECHNOLOGIES INC	COM	$10.5M	267526	0.65%	SOLE
46	KEYSIGHT TECHNOLOGIES INC	COM	$10.5M	37245	0.65%	SOLE
47	EVERUS CONSTR GROUP	COM	$10.4M	88319	0.64%	SOLE
48	ABBVIE INC	COM	$10.4M	47914	0.64%	SOLE
49	CALLAWAY GOLF CO	COM	$10.4M	750571	0.64%	SOLE
50	HAYWARD HLDGS INC	COM	$10.3M	772357	0.64%	SOLE

1–50 of 263

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.