Granite Investment Partners, LLC Top Holdings and 13F Report (2026)

About Granite Investment Partners, LLC

Investment Activity

Granite Investment Partners, LLC has $1.95 billion in total holdings as of June 30, 2026.
Granite Investment Partners, LLC owns shares of 277 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
Approximately 12.08% of the portfolio was purchased this quarter.
About 10.76% of the portfolio was sold this quarter.
This quarter, Granite Investment Partners, LLC has purchased 263 new stocks and bought additional shares in 68 stocks.
Granite Investment Partners, LLC sold shares of 106 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

GE VERNOVA INC: $64,829,694
Apple: $63,082,816
Alphabet: $57,707,248
Microsoft: $50,822,766
GE Aerospace: $46,860,817

Largest New Holdings this Quarter

01749D105 - Allegro MicroSystems: $15,015,572 Holding
218352102 - Corcept Therapeutics: $14,975,225 Holding
922417100 - Veeco Instruments: $13,022,971 Holding
887389104 - Timken: $12,999,746 Holding
775133101 - Rogers: $12,237,671 Holding

Largest Purchases this Quarter

Ducommun: 84,931 shares (about $15.73M)
Allegro MicroSystems: 215,679 shares (about $15.02M)
Corcept Therapeutics: 172,228 shares (about $14.98M)
Veeco Instruments: 171,807 shares (about $13.02M)
Timken: 89,456 shares (about $13.00M)

Largest Sales this Quarter

Tower Semiconductor: 100,972 shares (about $26.32M)
AAON: 95,535 shares (about $12.12M)
Power Integrations: 138,506 shares (about $11.60M)
Methanex: 240,606 shares (about $11.10M)
Onto Innovation: 20,053 shares (about $7.59M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GE VERNOVA INC	$64,829,694	$1,527,312 â–¼	-2.3%	55,181	3.3%	COM
AAPL Apple	$63,082,816	$300,935 â–¼	-0.5%	218,008	3.2%	Technology
GOOG Alphabet	$57,707,248	$51,233 â–²	0.1%	163,324	3.0%	Communication Services
MSFT Microsoft	$50,822,766	$1,328,695 â–¼	-2.5%	136,247	2.6%	Technology
GE GE Aerospace	$46,860,817	$344,205 â–¼	-0.7%	125,387	2.4%	Industrials
NVDA NVIDIA	$46,266,611	$344,555 â–¼	-0.7%	231,229	2.4%	Technology
AMZN Amazon.com	$42,053,663	$403,033 â–¼	-0.9%	176,444	2.2%	Consumer Discretionary
ETN Eaton	$36,614,361	$116,757 â–¼	-0.3%	85,925	1.9%	Industrials
ROK Rockwell Automation	$33,227,789	$165,852 â–¼	-0.5%	67,116	1.7%	Industrials
LLY Eli Lilly and Company	$32,381,012	$170,319 â–¼	-0.5%	26,997	1.7%	Healthcare
NOVT Novanta	$26,242,969	$7,709,645 â–²	41.6%	161,754	1.3%	Technology
HUBB Hubbell	$25,316,078	$3,662 â–¼	0.0%	48,387	1.3%	Industrials
WTFC Wintrust Financial	$24,641,912	$21,054 â–¼	-0.1%	153,322	1.3%	Finance
V Visa	$24,414,971	$274,472 â–¼	-1.1%	71,162	1.3%	Finance
DE Deere & Company	$23,470,210	$230,262 â–¼	-1.0%	37,000	1.2%	Industrials
DIGITALOCEAN HLDGS INC	$23,332,146	$3,097,731 â–¼	-11.7%	148,584	1.2%	COM
RRX Regal Rexnord	$21,907,525	$3,676,939 â–²	20.2%	91,975	1.1%	Industrials
JPM JPMorgan Chase & Co.	$21,271,867	$9,820 â–¼	0.0%	64,986	1.1%	Finance
CALLAWAY GOLF CO	$20,839,181	$6,735,952 â–²	47.8%	1,109,057	1.1%	COM
AXSM Axsome Therapeutics	$19,611,951	$42,835 â–¼	-0.2%	80,124	1.0%	Healthcare
ODFL Old Dominion Freight Line	$19,595,369	$81,442 â–²	0.4%	90,468	1.0%	Industrials
ONTO Onto Innovation	$18,310,925	$7,589,058 â–¼	-29.3%	48,384	0.9%	Technology
SPGI S&P Global	$18,268,869	$132,767 â–¼	-0.7%	44,858	0.9%	Finance
LGND Ligand Pharmaceuticals	$17,109,320	$8,534 â–¼	0.0%	54,128	0.9%	Healthcare
CRWD CrowdStrike	$16,890,578	$285,414 â–¼	-1.7%	22,133	0.9%	Technology
COST Costco Wholesale	$16,845,008	$299,350 â–¼	-1.7%	18,007	0.9%	Consumer Staples
HRI Herc	$16,338,610	$12,982,161 â–²	386.8%	113,985	0.8%	Industrials
ADPT Adaptive Biotechnologies	$16,242,305	$5,515,996 â–²	51.4%	757,217	0.8%	Healthcare
DCO Ducommun	$16,058,263	$15,730,071 â–²	4,792.9%	86,703	0.8%	Industrials
CWST Casella Waste Systems	$15,829,868	$32,776 â–¼	-0.2%	163,245	0.8%	Industrials
DAL Delta Air Lines	$15,797,726	$6,601,438 â–²	71.8%	168,671	0.8%	Industrials
PCAR PACCAR	$15,719,083	$144,864 â–²	0.9%	130,862	0.8%	Industrials
META Meta Platforms	$15,697,202	$185,886 â–¼	-1.2%	27,867	0.8%	Communication Services
POWI Power Integrations	$15,614,539	$11,601,262 â–¼	-42.6%	186,420	0.8%	Technology
ALGM Allegro MicroSystems	$15,015,572	$15,015,572 â–²	New Holding	215,679	0.8%	Technology
CORT Corcept Therapeutics	$14,975,225	$14,975,225 â–²	New Holding	172,228	0.8%	Healthcare
EVERUS CONSTR GROUP	$14,896,834	$240,296 â–²	1.6%	89,767	0.8%	COM
VCYT Veracyte	$14,854,168	$2,681,964 â–¼	-15.3%	252,923	0.8%	Healthcare
SYK Stryker	$14,734,827	$153,327 â–¼	-1.0%	46,801	0.8%	Healthcare
FCFS FirstCash	$14,626,260	$19,469 â–¼	-0.1%	67,614	0.7%	Finance
GH Guardant Health	$14,366,873	$5,101 â–²	0.0%	95,760	0.7%	Healthcare
BA Boeing	$13,928,113	$713,052 â–²	5.4%	64,342	0.7%	Industrials
SAIA Saia	$13,581,568	$2,172,764 â–²	19.0%	32,248	0.7%	Industrials
BMI Badger Meter	$13,574,544	$4,514,461 â–²	49.8%	91,485	0.7%	Technology
HAYW Hayward	$13,420,616	$51,116 â–²	0.4%	775,310	0.7%	Industrials
OII Oceaneering International	$13,307,335	$55,148 â–²	0.4%	328,414	0.7%	Energy
KEYS Keysight Technologies	$13,134,976	$96,619 â–²	0.7%	37,521	0.7%	Technology
VSEC VSE	$13,070,200	$32,676 â–¼	-0.2%	57,200	0.7%	Industrials
VECO Veeco Instruments	$13,022,971	$13,022,971 â–²	New Holding	171,807	0.7%	Technology
TKR Timken	$12,999,746	$12,999,746 â–²	New Holding	89,456	0.7%	Industrials
GOOGL Alphabet	$12,754,893	$528,550 â–²	4.3%	35,691	0.7%	Communication Services
IPAR Interparfums	$12,593,087	$7,115,862 â–²	129.9%	112,579	0.6%	Consumer Staples
AIN Albany International	$12,453,718	$4,376,428 â–²	54.2%	167,164	0.6%	Industrials
BROS Dutch Bros	$12,373,078	$3,405,374 â–²	38.0%	172,303	0.6%	Consumer Discretionary
ESTA Establishment Labs	$12,312,448	$5,492 â–¼	0.0%	143,485	0.6%	Healthcare
ROG Rogers	$12,237,671	$12,237,671 â–²	New Holding	74,743	0.6%	Technology
KRYS Krystal Biotech	$12,204,528	$3,178,894 â–²	35.2%	32,837	0.6%	Healthcare
ABBV AbbVie	$12,050,788	$6,291 â–¼	-0.1%	47,889	0.6%	Healthcare
JNJ Johnson & Johnson	$11,439,317	$762 â–¼	0.0%	45,042	0.6%	Healthcare
FHB First Hawaiian	$11,422,810	$5,420 â–¼	0.0%	389,857	0.6%	Finance
CENTURI HOLDINGS INC	$11,303,319	$11,303,319 â–²	New Holding	373,787	0.6%	COM SHS
HD Home Depot	$11,244,144	$898,981 â–²	8.7%	31,882	0.6%	Consumer Discretionary
FNB F.N.B.	$11,200,647	$5,237,842 â–¼	-31.9%	587,036	0.6%	Finance
ARLO Arlo Technologies	$11,146,693	$2,372,332 â–²	27.0%	826,906	0.6%	Technology
GKOS Glaukos	$10,922,803	$4,712,428 â–¼	-30.1%	78,154	0.6%	Healthcare
CR Crane	$10,857,932	$10,857,932 â–²	New Holding	48,675	0.6%	Industrials
RUSHA Rush Enterprises	$10,506,556	$24,523 â–²	0.2%	143,955	0.5%	Industrials
ATEC Alphatec	$10,497,381	$159,281 â–²	1.5%	1,213,570	0.5%	Healthcare
HWKN Hawkins	$10,436,392	$5,116 â–¼	0.0%	73,444	0.5%	Materials
LASR nLight	$10,300,140	$2,047,594 â–¼	-16.6%	147,948	0.5%	Technology
ESI Element Solutions	$10,148,833	$23,207 â–²	0.2%	212,541	0.5%	Materials
NSSC NAPCO Security Technologies	$10,105,301	$55,337 â–¼	-0.5%	266,069	0.5%	Technology
ADI Analog Devices	$9,608,734	$1,150,999 â–²	13.6%	24,193	0.5%	Technology
TECH Bio-Techne	$9,436,862	$281,894 â–¼	-2.9%	133,572	0.5%	Healthcare
SKY Champion Homes	$9,351,118	$88 â–²	0.0%	106,118	0.5%	Consumer Discretionary
CGNX Cognex	$8,904,980	$1,740,904 â–¼	-16.4%	122,963	0.5%	Technology
CUSHMAN AND WAKEFIELD LTD	$8,835,512	$7,646 â–¼	-0.1%	659,859	0.5%	COMMON SHARES
ECL Ecolab	$8,797,389	$242,391 â–¼	-2.7%	31,576	0.5%	Materials
TRNO Terreno Realty	$8,764,676	$6,218 â–¼	-0.1%	135,320	0.4%	Real Estate
NVT nVent Electric	$8,718,632	$166,387 â–¼	-1.9%	51,404	0.4%	Industrials
KRUS Kura Sushi USA	$8,622,661	$2,636,478 â–²	44.0%	149,803	0.4%	Consumer Discretionary
MAMA Mama's Creations	$8,586,618	$8,208,787 â–²	2,172.6%	481,043	0.4%	Consumer Staples
LMB Limbach	$8,517,740	$27,027 â–²	0.3%	110,620	0.4%	Industrials
CAT Caterpillar	$8,327,518	$143,762 â–²	1.8%	7,820	0.4%	Industrials
CSW INDUSTRIALS INC	$8,114,671	$21,707 â–²	0.3%	29,158	0.4%	COM
ZETA GLOBAL HOLDINGS CORP	$8,102,492	$5,676,794 â–¼	-41.2%	411,712	0.4%	CL A
ADP Automatic Data Processing	$7,996,135	$51,956 â–¼	-0.6%	35,705	0.4%	Industrials
AGYS Agilysys	$7,862,267	$6,279,614 â–¼	-44.4%	75,237	0.4%	Technology
NICE NiCE	$7,683,185	$7,683,185 â–²	New Holding	84,570	0.4%	Technology
APPF AppFolio	$7,654,788	$166,123 â–¼	-2.1%	47,738	0.4%	Technology
ELF e.l.f. Beauty	$7,563,466	$16,576 â–¼	-0.2%	102,209	0.4%	Consumer Staples
FRPT Freshpet	$7,561,744	$1,418,052 â–²	23.1%	127,905	0.4%	Consumer Staples
CHEF Chefs' Warehouse	$7,340,983	$3,652 â–¼	0.0%	76,389	0.4%	Consumer Staples
ESQ Esquire Financial	$7,302,158	$3,335 â–¼	0.0%	61,306	0.4%	Finance
FROG JFrog	$7,260,403	$863,996 â–¼	-10.6%	79,890	0.4%	Technology
BLACKROCK INC	$7,161,699	$14,423 â–¼	-0.2%	7,448	0.4%	COM
POWL Powell Industries	$6,915,880	$642,019 â–²	10.2%	24,151	0.4%	Industrials
RHI Robert Half	$6,904,952	$6,904,952 â–²	New Holding	224,917	0.4%	Industrials
PI Impinj	$6,820,040	$3,294 â–¼	0.0%	47,616	0.3%	Technology
FIBK First Interstate BancSystem	$6,725,944	$80,706 â–²	1.2%	174,428	0.3%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Granite Investment Partners, LLC Top Holdings and 13F Report (2026)

About Granite Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Granite Investment Partners, LLC Top Holdings and 13F Report (2026)

About Granite Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGranite Investment Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools