Granite Investment Partners, LLC Top Holdings and 13F Report (2026) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $1.84 billion in total holdings as of September 30, 2026.Granite Investment Partners, LLC owns shares of 271 different stocks, but just 91 companies or ETFs make up 80% of its holdings.Approximately 10.94% of the portfolio was purchased this quarter.About 11.80% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 277 new stocks and bought additional shares in 75 stocks.Granite Investment Partners, LLC sold shares of 120 stocks and completely divested from 32 stocks this quarter.Largest Holdings Apple $72,717,279Microsoft $68,859,265Alphabet $56,183,239NVIDIA $54,785,393GE VERNOVA INC $53,615,983 Largest New Holdings this Quarter 159864107 - Charles River Laboratories International $13,591,111 Holding78351F107 - Ryan Specialty $12,636,980 Holding441593100 - Houlihan Lokey $9,589,332 Holding109194100 - Bright Horizons Family Solutions $8,597,931 Holding35661P100 - FREENOME INC $8,460,412 Holding Largest Purchases this Quarter Charles River Laboratories International 46,070 shares (about $13.59M)Ryan Specialty 341,540 shares (about $12.64M)CrowdStrike 46,071 shares (about $12.20M)EZCORP 343,184 shares (about $10.21M)Thermo Fisher Scientific 14,539 shares (about $9.81M) Largest Sales this Quarter FirstCash 65,597 shares (about $13.86M)DIGITALOCEAN HLDGS INC 85,000 shares (about $11.34M)Glaukos 56,578 shares (about $9.29M)Bio-Techne 126,267 shares (about $9.15M)Hayward 593,748 shares (about $7.27M) 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 PortfolioSectorAAPLApple$72,717,279$116,224 ▲0.2%218,3574.0%TechnologyMSFTMicrosoft$68,859,265$1,021,695 ▼-1.5%134,2553.7%TechnologyGOOGAlphabet$56,183,239$532,236 ▲1.0%164,8863.1%Communication ServicesNVDANVIDIA$54,785,393$1,977,314 ▲3.7%239,8873.0%TechnologyGE VERNOVA INC$53,615,983$1,167,197 ▲2.2%56,4092.9%COMAMZNAmazon.com$45,154,700$1,193,678 ▲2.7%181,2352.5%Consumer DiscretionaryGEGE Aerospace$40,759,111$1,602,046 ▲4.1%130,5172.2%IndustrialsETNEaton$38,046,953$1,124,121 ▲3.0%88,5412.1%IndustrialsLLYEli Lilly and Company$32,126,326$888,637 ▲2.8%27,7651.7%HealthcareROKRockwell Automation$30,527,081$1,309,473 ▲4.5%70,1241.7%IndustrialsVVisa$26,226,059$655,418 ▲2.6%72,9861.4%FinanceDEDeere & Company$24,500,159$347,191 ▼-1.4%36,4831.3%IndustrialsNOVTNovanta$22,689,543$310,259 ▼-1.3%159,5721.2%TechnologyJPMJPMorgan Chase & Co.$22,233,099$733,781 ▲3.4%67,2041.2%FinanceWTFCWintrust Financial$20,780,034$964,092 ▼-4.4%146,5241.1%FinanceHUBBHubbell$20,444,670$1,503,685 ▼-6.9%45,0721.1%IndustrialsMETAMeta Platforms$18,278,887$1,929,704 ▼-9.5%25,2061.0%Communication ServicesSPGIS&P Global$18,170,472$475,336 ▲2.7%46,0631.0%FinanceADPTAdaptive Biotechnologies$18,151,974$3,731,597 ▼-17.1%628,0961.0%HealthcareCRWDCrowdStrike$18,057,009$12,197,297 ▲208.2%68,2041.0%TechnologyTMOThermo Fisher Scientific$17,367,011$9,814,552 ▲130.0%25,7270.9%HealthcareCORTCorcept Therapeutics$16,361,047$3,484,786 ▼-17.6%141,9860.9%HealthcareGHGuardant Health$16,345,802$733,951 ▼-4.3%91,6450.9%HealthcareODFLOld Dominion Freight Line$16,203,632$476,669 ▲3.0%93,2100.9%IndustrialsATECAlphatec$15,573,829$3,049,787 ▲24.4%1,509,0920.8%HealthcareRRXRegal Rexnord$15,332,624$1,066,381 ▲7.5%98,8500.8%IndustrialsCALLAWAY GOLF CO$15,202,786$423,827 ▼-2.7%1,078,9770.8%COMDALDelta Air Lines$15,102,170$1,024,889 ▲7.3%180,9510.8%IndustrialsPCARPACCAR$15,076,089$706,186 ▲4.9%137,2930.8%IndustrialsCWSTCasella Waste Systems$14,550,019$1,433,283 ▲10.9%181,0830.8%IndustrialsKEYSKeysight Technologies$14,498,257$839,112 ▲6.1%39,8260.8%TechnologyCOSTCostco Wholesale$14,485,330$1,907,162 ▼-11.6%15,9120.8%Consumer StaplesBMIBadger Meter$13,815,108$2,513,051 ▲22.2%111,8270.8%TechnologyHRIHerc$13,713,898$511,430 ▼-3.6%109,8870.7%IndustrialsCRLCharles River Laboratories International$13,591,111$13,591,111 ▲New Holding46,0700.7%HealthcareFRPTFreshpet$13,057,313$5,695,101 ▲77.4%226,8470.7%Consumer StaplesSYKStryker$12,938,098$49,570 ▲0.4%46,9810.7%HealthcareRUSHARush Enterprises$12,705,312$6,110,733 ▲92.7%277,3480.7%IndustrialsRYANRyan Specialty$12,636,980$12,636,980 ▲New Holding341,5400.7%FinanceGOOGLAlphabet$12,634,962$354,402 ▲2.9%36,7210.7%Communication ServicesBABoeing$12,612,330$641,500 ▲5.4%67,7900.7%IndustrialsABBVAbbVie$12,521,790$5,493 ▼0.0%47,8680.7%HealthcareOIIOceaneering International$12,324,472$2,004,231 ▼-14.0%282,4770.7%EnergyDCODucommun$12,244,525$2,628,507 ▼-17.7%71,3800.7%IndustrialsIPARInterparfums$11,980,462$511,304 ▼-4.1%107,9710.7%Consumer StaplesJNJJohnson & Johnson$11,463,507$460,912 ▼-3.9%43,3010.6%HealthcareRHIRobert Half$11,334,141$3,068,441 ▲37.1%308,4120.6%IndustrialsAXSMAxsome Therapeutics$11,182,332$3,591,733 ▼-24.3%60,6450.6%HealthcareCSW INDUSTRIALS INC$11,006,384$2,606,548 ▲31.0%38,2060.6%COMVCYTVeracyte$10,873,267$771,308 ▼-6.6%236,1700.6%HealthcareLGNDLigand Pharmaceuticals$10,807,377$6,100,586 ▼-36.1%34,5980.6%HealthcareKRYSKrystal Biotech$10,472,980$447,293 ▼-4.1%31,4920.6%HealthcareEZPWEZCORP$10,444,212$10,213,155 ▲4,420.2%350,9480.6%FinanceESQEsquire Financial$10,347,271$3,213,092 ▲45.0%88,9170.6%FinanceSAIASaia$10,303,889$458,559 ▼-4.3%30,8740.6%IndustrialsTKRTimken$10,082,647$361,341 ▼-3.5%86,3610.5%IndustrialsADIAnalog Devices$10,026,449$428,844 ▲4.5%25,2740.5%TechnologyARLOArlo Technologies$9,850,424$403,211 ▼-3.9%794,3890.5%TechnologyTRNOTerreno Realty$9,807,662$1,072,756 ▲12.3%151,9390.5%Real EstateHLIHoulihan Lokey$9,589,332$9,589,332 ▲New Holding75,9010.5%FinanceAINAlbany International$9,559,477$405,169 ▼-4.1%160,3670.5%IndustrialsCRCrane$9,505,088$425,586 ▼-4.3%46,5890.5%IndustrialsAPPFAppFolio$9,162,160$410,264 ▼-4.3%45,6920.5%TechnologyALGMAllegro MicroSystems$9,116,689$1,276,757 ▲16.3%250,8030.5%TechnologyNSSCNAPCO Security Technologies$9,065,183$412,195 ▼-4.3%254,4970.5%TechnologyNICENiCE$9,044,916$365,188 ▼-3.9%81,2880.5%TechnologyVSECVSE$9,033,960$386,880 ▼-4.1%54,8510.5%IndustrialsEVERUS CONSTR GROUP$9,014,607$1,534,811 ▼-14.5%76,7070.5%COMADPAutomatic Data Processing$8,955,972$258,060 ▼-2.8%34,7050.5%IndustrialsESTAEstablishment Labs$8,825,236$382,197 ▼-4.2%137,5290.5%HealthcareSKYChampion Homes$8,702,407$391,906 ▼-4.3%101,5450.5%Consumer DiscretionaryBFAMBright Horizons Family Solutions$8,597,931$8,597,931 ▲New Holding134,9330.5%Consumer DiscretionaryECLEcolab$8,532,848$137,290 ▼-1.6%31,0760.5%MaterialsMARMarriott International$8,509,049$5,161,839 ▲154.2%23,9240.5%Consumer DiscretionaryDIGITALOCEAN HLDGS INC$8,481,470$11,338,150 ▼-57.2%63,5840.5%COMFREENOME INC$8,460,412$8,460,412 ▲New Holding537,1690.5%COMMON STOCKONTOOnto Innovation$8,311,756$6,581,808 ▼-44.2%27,0020.5%TechnologyNVTnVent Electric$8,294,978$51,318 ▲0.6%51,7240.5%IndustrialsCHEFChefs' Warehouse$8,219,930$348,624 ▼-4.1%73,2810.4%Consumer StaplesPIImpinj$8,187,457$349,615 ▼-4.1%45,6660.4%TechnologyROGRogers$8,155,744$3,279,188 ▼-28.7%53,3090.4%TechnologyZETA GLOBAL HOLDINGS CORP$8,148,501$4,849,247 ▼-37.3%258,1090.4%CL APOWLPowell Industries$8,060,970$3,605,835 ▲80.9%43,6980.4%IndustrialsBLACKROCK INC$7,876,852$5,291 ▼-0.1%7,4430.4%COMLRNStride$7,769,147$3,023,206 ▲63.7%99,6300.4%Consumer DiscretionaryFBINFortune Brands Innovations$7,628,873$7,628,873 ▲New Holding200,4960.4%IndustrialsGENIGenius Sports$7,505,091$7,505,091 ▲New Holding1,309,7890.4%Consumer DiscretionaryCUSHMAN AND WAKEFIELD LTD$7,448,473$344,462 ▼-4.4%630,6920.4%COMMON SHARESVECOVeeco Instruments$7,253,700$1,663,084 ▼-18.7%139,7630.4%TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$7,220,9390.0%70,0450.4%ETFCGNXCognex$7,158,034$299,672 ▼-4.0%118,0220.4%TechnologyAGYSAgilysys$7,024,709$279,299 ▼-3.8%72,3600.4%TechnologyILMNIllumina$6,962,146$6,962,146 ▲New Holding25,4390.4%HealthcareGTLBGitLab$6,913,951$633,670 ▼-8.4%146,3270.4%TechnologySRCE1st Source$6,911,424$6,426,732 ▲1,325.9%81,7920.4%FinancePOWIPower Integrations$6,772,850$2,883,706 ▼-29.9%130,7500.4%TechnologyBROSDutch Bros$6,740,327$96,323 ▲1.4%174,8010.4%Consumer DiscretionaryPCTYPaylocity$6,701,503$126,745 ▼-1.9%47,0050.4%IndustrialsHWKNHawkins$6,693,246$2,560,698 ▼-27.7%53,1210.4%MaterialsCATCaterpillar$6,605,506$265,128 ▲4.2%8,1470.4%IndustrialsShowing largest 100 holdings. 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