Granite Investment Partners, LLC Top Holdings and 13F Report (2025) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $1.97 billion in total holdings as of March 31, 2025.Granite Investment Partners, LLC owns shares of 256 different stocks, but just 97 companies or ETFs make up 80% of its holdings.Approximately 12.38% of the portfolio was purchased this quarter.About 19.61% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 261 new stocks and bought additional shares in 56 stocks.Granite Investment Partners, LLC sold shares of 133 stocks and completely divested from 22 stocks this quarter.Largest Holdings Microsoft $59,907,739Apple $51,631,453CBIZ $40,834,831Casella Waste Systems $40,280,534Amazon.com $38,138,568 Largest New Holdings this Quarter G3934V109 - Genius Sports $20,888,017 Holding830830105 - Skyline Champion $18,394,243 Holding40131M109 - Guardant Health $17,849,570 Holding53263P105 - Limbach $14,951,565 Holding781846209 - Rush Enterprises $13,454,834 Holding Largest Purchases this Quarter Genius Sports 2,086,715 shares (about $20.89M)Skyline Champion 194,114 shares (about $18.39M)Guardant Health 419,004 shares (about $17.85M)Limbach 200,773 shares (about $14.95M)Inspire Medical Systems 90,644 shares (about $14.44M) Largest Sales this Quarter Dutch Bros 466,492 shares (about $28.80M)Halozyme Therapeutics 279,665 shares (about $17.85M)Kratos Defense & Security Solutions 505,842 shares (about $15.02M)Eli Lilly and Company 12,921 shares (about $10.67M)Fluor 267,941 shares (about $9.60M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$59,907,739$4,447,621 ▼-6.9%159,5883.0%Computer and TechnologyAAPLApple$51,631,453$8,643,745 ▼-14.3%232,4382.6%Computer and TechnologyCBZCBIZ$40,834,831$1,741,518 ▼-4.1%538,2922.1%Business ServicesCWSTCasella Waste Systems$40,280,534$2,489,907 ▼-5.8%361,2282.0%Business ServicesAMZNAmazon.com$38,138,568$3,092,105 ▼-7.5%200,4551.9%Retail/WholesaleWTFCWintrust Financial$33,526,125$1,750,440 ▲5.5%298,1161.7%FinanceVVisa$31,584,857$2,935,803 ▼-8.5%90,1241.6%Business ServicesNVDANVIDIA$31,542,157$3,114,191 ▼-9.0%291,0331.6%Computer and TechnologyGOOGAlphabet$28,865,836$2,958,215 ▼-9.3%184,7651.5%Computer and TechnologyGEGE Aerospace$27,604,088$1,307,980 ▼-4.5%137,9171.4%IndustrialsETNEaton$25,892,079$1,938,692 ▼-7.0%95,2511.3%IndustrialsSPGIS&P Global$24,228,240$1,499,403 ▼-5.8%47,6841.2%Business ServicesFRPTFreshpet$23,989,222$3,456,878 ▲16.8%288,4361.2%Consumer StaplesLLYEli Lilly and Company$23,856,410$10,671,583 ▼-30.9%28,8851.2%MedicalSYKStryker$23,277,537$713,231 ▲3.2%62,5321.2%MedicalGENIGenius Sports$20,888,017$20,888,017 ▲New Holding2,086,7151.1%Computer and TechnologyAGYSAgilysys$20,277,251$1,545,682 ▲8.3%279,5321.0%Computer and TechnologyFCFSFirstCash$20,262,490$4,257,403 ▲26.6%168,4051.0%Business ServicesDEDeere & Company$19,274,796$2,063,732 ▼-9.7%41,0671.0%IndustrialsVCYTVeracyte$19,196,329$47,025 ▼-0.2%647,4311.0%MedicalVSECVSE$19,104,928$7,600,287 ▲66.1%159,2211.0%ConstructionGE VERNOVA INC$18,943,235$1,439,701 ▼-7.1%62,0521.0%COMTSEMTower Semiconductor$18,849,412$2,781,658 ▼-12.9%528,5871.0%Computer and TechnologyHUBBHubbell$18,672,589$1,694,590 ▼-8.3%56,4280.9%IndustrialsCOSTCostco Wholesale$18,396,367$61,476 ▼-0.3%19,4510.9%Retail/WholesaleSKYSkyline Champion$18,394,243$18,394,243 ▲New Holding194,1140.9%ConstructionESABESAB$18,393,137$3,869,897 ▲26.6%157,8810.9%IndustrialsGHGuardant Health$17,849,570$17,849,570 ▲New Holding419,0040.9%MedicalAZEKAZEK$17,734,114$399,089 ▲2.3%362,7350.9%ConstructionROKRockwell Automation$17,442,459$1,245,133 ▼-6.7%67,5070.9%Computer and TechnologyMETAMeta Platforms$17,325,382$667,425 ▲4.0%30,0600.9%Computer and TechnologySITESiteOne Landscape Supply$17,108,467$1,034,547 ▼-5.7%140,8800.9%IndustrialsFHBFirst Hawaiian$17,068,041$839,465 ▼-4.7%698,3650.9%FinanceFOLDAmicus Therapeutics$17,057,362$3,433,965 ▲25.2%2,090,3630.9%MedicalBDCBelden$16,908,566$5,768,285 ▼-25.4%168,6640.9%IndustrialsHAYWHayward$16,798,614$1,913,109 ▲12.9%1,206,7970.9%Computer and TechnologyINSPInspire Medical Systems$16,583,596$14,437,776 ▲672.8%104,1160.8%MedicalJPMJPMorgan Chase & Co.$16,525,861$5,684,828 ▲52.4%67,3700.8%FinanceLPXLouisiana-Pacific$16,328,841$3,956,796 ▼-19.5%177,5260.8%ConstructionIPARInter Parfums$16,289,103$1,010,710 ▼-5.8%143,0500.8%Consumer DiscretionaryAXSMAxsome Therapeutics$16,178,797$5,489,774 ▲51.4%138,7190.8%MedicalTRNOTerreno Realty$15,314,033$785,635 ▼-4.9%242,2340.8%FinanceKTOSKratos Defense & Security Solutions$15,263,599$15,018,449 ▼-49.6%514,0990.8%AerospaceLMBLimbach$14,951,565$14,951,565 ▲New Holding200,7730.8%ConstructionSHWSherwin-Williams$14,800,069$247,925 ▼-1.6%42,3840.8%Basic MaterialsODFLOld Dominion Freight Line$14,422,442$1,120,758 ▼-7.2%87,1710.7%TransportationSHOPShopify$14,195,871$1,383,505 ▲10.8%148,6790.7%Computer and TechnologyBROSDutch Bros$14,134,632$28,801,216 ▼-67.1%228,9380.7%Retail/WholesaleTRNTrinity Industries$14,086,288$2,468,971 ▲21.3%502,0060.7%TransportationBLACKROCK INC$14,003,172$981,500 ▼-6.6%14,7950.7%COMLGNDLigand Pharmaceuticals$13,997,183$1,849,518 ▲15.2%133,1290.7%MedicalPCARPACCAR$13,951,563$984,411 ▼-6.6%143,2840.7%Auto/Tires/TrucksCRCrane$13,544,176$1,811,507 ▲15.4%88,4200.7%IndustrialsICUIICU Medical$13,490,527$685,274 ▼-4.8%97,1520.7%MedicalRUSHARush Enterprises$13,454,834$13,454,834 ▲New Holding251,9160.7%Retail/WholesaleGOGrocery Outlet$12,879,075$5,791,145 ▲81.7%921,2500.7%Consumer StaplesNCNOnCino$12,791,433$3,740,260 ▲41.3%465,6510.7%Computer and TechnologyARLOArlo Technologies$12,680,275$2,900,003 ▼-18.6%1,284,7290.6%Computer and TechnologyBRPThe Baldwin Insurance Group$12,643,069$646,262 ▼-4.9%282,9060.6%FinanceOUTFRONT MEDIA INC$12,149,563$12,149,563 ▲New Holding752,7610.6%COM NEWCWKCushman & Wakefield$12,098,487$608,948 ▼-4.8%1,183,8050.6%FinancePOWIPower Integrations$11,970,369$11,970,369 ▲New Holding237,0370.6%Computer and TechnologyARHSArhaus$11,953,948$7,549,608 ▲171.4%1,374,0170.6%Retail/WholesaleADPAutomatic Data Processing$11,920,5580.0%39,0160.6%Business ServicesMPMP Materials$11,705,816$3,191,681 ▲37.5%479,5500.6%Basic MaterialsNVCRNovoCure$11,642,358$595,117 ▼-4.9%653,3310.6%MedicalWDWalker & Dunlop$11,530,429$181,305 ▼-1.5%135,0800.6%FinanceGTLSChart Industries$11,200,459$595,052 ▼-5.0%77,5870.6%IndustrialsMEGMontrose Environmental Group$10,995,144$1,080,708 ▼-8.9%771,0480.6%Business ServicesAMPHAmphastar Pharmaceuticals$10,893,804$606,587 ▼-5.3%375,7780.6%MedicalEVERUS CONSTR GROUP$10,869,595$599,597 ▼-5.2%293,0600.6%COMCRWDCrowdStrike$10,819,975$1,725,879 ▼-13.8%30,6880.5%Computer and TechnologyABBVAbbVie$9,932,505$6,286 ▼-0.1%47,4060.5%MedicalDFINDonnelley Financial Solutions$9,864,779$1,656,303 ▲20.2%225,6870.5%Computer and TechnologyNEOGNeogen$9,755,059$5,991,672 ▼-38.1%1,125,1510.5%MedicalZTSZoetis$9,404,149$638,842 ▼-6.4%57,1160.5%MedicalESTAEstablishment Labs$8,864,805$8,864,805 ▲New Holding217,2480.5%MedicalNSSCNapco Security Technologies$8,613,647$3,752,398 ▼-30.3%374,1810.4%IndustrialsECLEcolab$8,580,638$57,042 ▼-0.7%33,8460.4%Basic MaterialsSMGScotts Miracle-Gro$8,564,761$726,304 ▲9.3%156,0350.4%Basic MaterialsCBChubb$8,440,017$1,057,569 ▼-11.1%27,9480.4%FinanceIDXXIDEXX Laboratories$8,378,842$315,382 ▼-3.6%19,9520.4%MedicalHALOHalozyme Therapeutics$8,270,797$17,845,424 ▼-68.3%129,6160.4%MedicalCCCSCCC Intelligent Solutions$8,268,925$768,218 ▲10.2%915,7170.4%Computer and TechnologyMGNIMagnite$8,225,161$2,144,373 ▼-20.7%720,8730.4%Computer and TechnologyADIAnalog Devices$7,893,162$967,008 ▼-10.9%39,1390.4%Computer and TechnologyRXSTRxSight$7,892,494$3,313,886 ▲72.4%312,5740.4%MedicalRAREUltragenyx Pharmaceutical$7,853,333$2,044,706 ▲35.2%216,8830.4%MedicalHPHelmerich & Payne$7,701,404$4,249,959 ▼-35.6%294,8470.4%EnergyADBEAdobe$7,684,024$500,507 ▼-6.1%20,0350.4%Computer and TechnologyEXPOExponent$7,574,895$4,178,886 ▲123.1%93,4480.4%Business ServicesARCBArcBest$7,485,997$587,508 ▼-7.3%106,0640.4%TransportationDHRDanaher$7,427,560$486,875 ▼-6.2%36,2320.4%MedicalABTAbbott Laboratories$7,372,5540.0%55,5790.4%MedicalJNJJohnson & Johnson$7,361,638$237,980 ▼-3.1%44,3900.4%MedicalTECHBio-Techne$7,269,475$737,741 ▼-9.2%123,9890.4%MedicalADSKAutodesk$7,244,006$991,437 ▼-12.0%27,6700.4%Computer and TechnologySITMSiTime$7,110,442$7,196,814 ▼-50.3%46,5130.4%Computer and TechnologyPEPPepsiCo$7,040,433$70,472 ▼-1.0%46,9550.4%Consumer StaplesKRUSKura Sushi USA$6,992,845$352,102 ▼-4.8%136,5790.4%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
