Granite Investment Partners, LLC Top Holdings and 13F Report (2025) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $2.05 billion in total holdings as of June 30, 2025.Granite Investment Partners, LLC owns shares of 255 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 13.45% of the portfolio was purchased this quarter.About 18.77% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 256 new stocks and bought additional shares in 41 stocks.Granite Investment Partners, LLC sold shares of 134 stocks and completely divested from 27 stocks this quarter.Largest Holdings Microsoft $77,800,893Apple $44,809,128NVIDIA $44,531,693Amazon.com $42,476,537GE Aerospace $34,465,551 Largest New Holdings this Quarter 26856L103 - e.l.f. Beauty $20,777,747 Holding29977A105 - Evercore $17,467,594 Holding002896207 - Abercrombie & Fitch $16,210,928 Holding78709Y105 - Saia $14,149,118 Holding163086101 - Chefs' Warehouse $13,170,193 Holding Largest Purchases this Quarter e.l.f. Beauty 166,970 shares (about $20.78M)Wingstop 56,519 shares (about $19.03M)Glaukos 177,648 shares (about $18.35M)Evercore 64,690 shares (about $17.47M)Abercrombie & Fitch 195,666 shares (about $16.21M) Largest Sales this Quarter Casella Waste Systems 178,265 shares (about $20.57M)Montrose Environmental Group 688,312 shares (about $15.07M)Inspire Medical Systems 92,331 shares (about $11.98M)FirstCash 76,619 shares (about $10.35M)Dutch Bros 143,150 shares (about $9.79M) 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$77,800,893$1,579,774 ▼-2.0%156,4123.8%Computer and TechnologyAAPLApple$44,809,128$2,880,176 ▼-6.0%218,4002.2%Computer and TechnologyNVDANVIDIA$44,531,693$1,448,610 ▼-3.2%281,8642.2%Computer and TechnologyAMZNAmazon.com$42,476,537$1,501,286 ▼-3.4%193,6122.1%Retail/WholesaleGEGE Aerospace$34,465,551$1,032,906 ▼-2.9%133,9041.7%AerospaceETNEaton$34,311,023$307,368 ▲0.9%96,1121.7%IndustrialsWTFCWintrust Financial$33,967,916$2,992,505 ▼-8.1%273,9791.7%FinanceGE VERNOVA INC$32,532,671$302,145 ▼-0.9%61,4811.6%COMGOOGAlphabet$31,530,008$1,245,455 ▼-3.8%177,7441.5%Computer and TechnologyCBZCBIZ$31,121,351$7,479,568 ▼-19.4%433,9891.5%Business ServicesVVisa$30,711,825$1,286,701 ▼-4.0%86,5001.5%Business ServicesAGYSAgilysys$29,800,209$2,245,339 ▼-7.0%259,9461.5%Computer and TechnologySPGIS&P Global$24,382,944$760,352 ▼-3.0%46,2421.2%FinanceSYKStryker$24,189,609$549,926 ▼-2.2%61,1421.2%MedicalWINGWingstop$23,478,523$19,032,208 ▲428.0%69,7231.1%Retail/WholesaleROKRockwell Automation$23,192,442$768,641 ▲3.4%69,8211.1%Computer and TechnologyHUBBHubbell$22,316,339$729,420 ▼-3.2%54,6421.1%IndustrialsKTOSKratos Defense & Security Solutions$22,160,041$1,719,858 ▼-7.2%477,0731.1%AerospaceLLYEli Lilly and Company$21,896,998$619,726 ▼-2.8%28,0901.1%MedicalMETAMeta Platforms$21,821,631$365,355 ▼-1.6%29,5651.1%Computer and TechnologyCWSTCasella Waste Systems$21,110,271$20,568,216 ▼-49.3%182,9631.0%Business ServicesTSEMTower Semiconductor$20,988,813$1,925,434 ▼-8.4%484,1711.0%Computer and TechnologyELFe.l.f. Beauty$20,777,747$20,777,747 ▲New Holding166,9701.0%Consumer StaplesDEDeere & Company$20,258,242$623,917 ▼-3.0%39,8401.0%IndustrialsARLOArlo Technologies$20,186,589$1,602,415 ▼-7.4%1,190,2471.0%Computer and TechnologyGHGuardant Health$20,132,507$1,672,462 ▼-7.7%386,8661.0%MedicalGKOSGlaukos$19,891,588$18,349,262 ▲1,189.7%192,5801.0%MedicalHAYWHayward$19,745,620$3,091,821 ▲18.6%1,430,8421.0%Computer and TechnologyTRNTrinity Industries$19,625,034$6,065,852 ▲44.7%726,5841.0%TransportationJPMJPMorgan Chase & Co.$19,322,791$208,445 ▼-1.1%66,6510.9%FinanceATECAlphatec$19,102,478$14,560,402 ▲320.6%1,720,9440.9%MedicalCRCrane$19,068,944$2,278,870 ▲13.6%100,4210.9%IndustrialsCOSTCostco Wholesale$19,036,546$218,777 ▼-1.1%19,2300.9%Retail/WholesaleLMBLimbach$18,680,654$9,447,644 ▼-33.6%133,3380.9%ConstructionSHWSherwin-Williams$18,523,585$3,970,615 ▲27.3%53,9480.9%Basic MaterialsFRPTFreshpet$18,130,505$1,471,606 ▼-7.5%266,7820.9%Consumer StaplesBDCBelden$18,089,002$1,442,289 ▼-7.4%156,2090.9%IndustrialsZETA GLOBAL HOLDINGS CORP$17,789,738$11,137,387 ▲167.4%1,148,4660.9%CL AEVREvercore$17,467,594$17,467,594 ▲New Holding64,6900.9%FinanceEVERUS CONSTR GROUP$17,317,643$1,300,459 ▼-7.0%272,5900.8%COMVCYTVeracyte$17,197,108$302,952 ▼-1.7%636,2230.8%MedicalIPARInterparfums$17,113,107$1,670,788 ▼-8.9%130,3260.8%Consumer DiscretionaryANFAbercrombie & Fitch$16,210,928$16,210,928 ▲New Holding195,6660.8%Retail/WholesaleFHBFirst Hawaiian$16,083,475$1,347,715 ▼-7.7%644,3700.8%FinanceKRUSKura Sushi USA$15,896,996$4,140,276 ▲35.2%184,6770.8%Retail/WholesaleSITESiteOne Landscape Supply$15,514,425$1,523,602 ▼-8.9%128,2820.8%IndustrialsBLACKROCK INC$15,108,151$415,503 ▼-2.7%14,3990.7%COMMPMP Materials$14,816,362$1,138,267 ▼-7.1%445,3370.7%Basic MaterialsCRWDCrowdStrike$14,789,853$839,852 ▼-5.4%29,0390.7%Computer and TechnologyBRPThe Baldwin Insurance Group$14,772,832$2,661,626 ▲22.0%345,0790.7%FinanceSAIASaia$14,149,118$14,149,118 ▲New Holding51,6410.7%TransportationLGNDLigand Pharmaceuticals$14,148,840$985,265 ▼-6.5%124,4620.7%MedicalLPXLouisiana-Pacific$14,143,979$1,121,482 ▼-7.3%164,4840.7%ConstructionESABESAB$13,665,910$5,366,645 ▼-28.2%113,3630.7%IndustrialsODFLOld Dominion Freight Line$13,591,651$556,202 ▼-3.9%83,7440.7%TransportationAXSMAxsome Therapeutics$13,416,829$1,064,047 ▼-7.3%128,5260.7%MedicalCHEFChefs' Warehouse$13,170,193$13,170,193 ▲New Holding206,3970.6%Consumer StaplesNCNOnCino$13,130,656$106,398 ▲0.8%469,4550.6%Computer and TechnologySKYChampion Homes$12,757,664$604,186 ▲5.0%203,7640.6%ConstructionTRNOTerreno Realty$12,536,803$1,045,257 ▼-7.7%223,5920.6%FinanceFCFSFirstCash$12,403,960$10,354,292 ▼-45.5%91,7860.6%Business ServicesFOLDAmicus Therapeutics$12,383,687$405,907 ▲3.4%2,161,2020.6%MedicalPOWIPower Integrations$12,323,323$927,046 ▼-7.0%220,4530.6%Computer and TechnologyPIImpinj$12,159,944$12,159,944 ▲New Holding109,4800.6%Computer and TechnologyGENIGenius Sports$12,145,255$9,556,581 ▼-44.0%1,167,8130.6%Computer and TechnologyRUSHARush Enterprises$12,055,606$920,587 ▼-7.1%234,0440.6%Retail/WholesaleVSECVSE$12,052,518$8,802,249 ▼-42.2%92,0180.6%ConstructionCWKCushman & Wakefield$12,046,839$1,057,882 ▼-8.1%1,088,2420.6%FinancePCARPACCAR$11,975,944$1,644,633 ▼-12.1%125,9830.6%Auto/Tires/TrucksADPAutomatic Data Processing$11,940,014$92,520 ▼-0.8%38,7160.6%Computer and TechnologyICUIICU Medical$11,860,727$977,910 ▼-7.6%89,7520.6%MedicalGTLSChart Industries$11,833,560$941,139 ▼-7.4%71,8710.6%IndustrialsCBChubb$10,892,313$2,795,219 ▲34.5%37,5960.5%FinanceNVCRNovoCure$10,752,001$877,291 ▼-7.5%604,0450.5%MedicalNSSCNAPCO Security Technologies$10,307,477$801,957 ▼-7.2%347,1700.5%IndustrialsESTAEstablishment Labs$9,938,617$659,955 ▲7.1%232,7000.5%MedicalGOGrocery Outlet$9,381,422$2,060,503 ▼-18.0%755,3480.5%Consumer StaplesTECHBio-Techne$9,204,456$2,825,222 ▲44.3%178,9010.4%MedicalECLEcolab$9,119,4660.0%33,8460.4%Basic MaterialsPOWLPowell Industries$8,979,691$8,979,691 ▲New Holding42,6690.4%IndustrialsABBVAbbVie$8,784,095$15,406 ▼-0.2%47,3230.4%MedicalWCCWESCO International$8,746,255$8,746,255 ▲New Holding47,2260.4%Computer and TechnologySITMSiTime$8,667,881$1,243,109 ▼-12.5%40,6790.4%Computer and TechnologyZTSZoetis$8,473,699$433,541 ▼-4.9%54,3360.4%MedicalPRCTPROCEPT BioRobotics$8,158,579$8,158,579 ▲New Holding141,6420.4%MedicalADSKAutodesk$7,959,973$605,828 ▼-7.1%25,7130.4%Computer and TechnologyMEOHMethanex$7,947,773$2,247,722 ▲39.4%240,1140.4%Basic MaterialsPECOPhillips Edison & Company, Inc.$7,774,173$7,774,173 ▲New Holding221,9290.4%FinanceEXPOExponent$7,640,368$658,868 ▲9.4%102,2670.4%Business ServicesABTAbbott Laboratories$7,555,219$4,080 ▼-0.1%55,5490.4%MedicalINTUIntuit$7,487,998$1,222,402 ▲19.5%9,5070.4%Computer and TechnologyCCCSCCC Intelligent Solutions$7,440,929$1,175,968 ▼-13.6%790,7470.4%Computer and TechnologyDSPViant Technology$7,238,768$7,238,768 ▲New Holding547,1480.4%Business ServicesADBEAdobe$7,192,486$558,655 ▼-7.2%18,5910.4%Computer and TechnologyORCLOracle$6,972,548$3,061 ▲0.0%31,8920.3%Computer and TechnologyGOOGLAlphabet$6,896,232$27,844 ▼-0.4%39,1320.3%Computer and TechnologyJNJJohnson & Johnson$6,780,5730.0%44,3900.3%MedicalTTDTrade Desk$6,526,901$328,346 ▼-4.8%90,6640.3%Computer and TechnologyAVAVAeroVironment$6,135,828$6,135,828 ▲New Holding21,5330.3%AerospaceBRK.BBerkshire Hathaway$6,129,932$97,154 ▼-1.6%12,6190.3%FinanceShowing largest 100 holdings. 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