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Stock research / United States / Funds / Granite Investment Partners, LLC

Granite Investment Partners, LLC

CIK 1542266 · latest 13F filed 7 August 2026 · Read the filing on EDGAR

Granite Investment Partners, LLC reported 277 US-listed holdings worth $1.95 billion in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: GE Vernova Inc. (3.3%), Apple Inc. (3.2%) and Alphabet Inc. (3.0%). Against the quarter before, it opened 38 positions, added to 64, trimmed 92 and sold out of 24.

Reported holdings$1.95B+20.0% on Q1 2026
Positions277+14 on Q1 2026
The largest ten24.3%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
Where the money is
Added toHeldTrimmed
GEV3.3%AAPL3.2%GOOG3.0%MSFT2.6%GE2.4%NVDA2.4%AMZN2.2%ETN1.9%ROK1.7%LLY1.7%NOVT1.3%HUBB1.3%WTFC1.3%V1.3%263 more70.6%

The 14 largest of its 277 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.34 billion in 245 positions$2.34BQ3 24Q4 2024: $2.31 billion in 261 positions$2.31BQ4 24Q1 2025: $1.97 billion in 256 positions$1.97BQ1 25Q2 2025: $2.05 billion in 255 positions$2.05BQ2 25Q3 2025: $1.76 billion in 249 positions$1.76BQ3 25Q4 2025: $1.69 billion in 244 positions$1.69BQ4 25Q1 2026: $1.63 billion in 263 positions$1.63BQ1 26Q2 2026: $1.95 billion in 277 positions$1.95BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 38Added 64Held 83Trimmed 92Sold out 24
Opened: 38Added: 64Held: 83Trimmed: 92Sold out: 24

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 38

  1. Allegro Microsystems, Inc. ALGM$15.0 million
  2. Corcept Therapeutics Inc. CORT$15.0 million
  3. Veeco Instruments Inc. VECO$13.0 million
  4. Timken Co. TKR$13.0 million
  5. Rogers Corp. ROG$12.2 million
  6. Centuri Holdings Inc. CTRI$11.3 million
  7. Crane Co. CR$10.9 million
  8. Nice Ltd NICE$7.7 million

and 30 more in the table below

Added to 64

  1. Ducommun Inc. Del DCO+84,931 shares · +4793%
  2. Herc Hldgs Inc. HRI+90,569 shares · +387%
  3. Mamas Creations Inc. MAMA+459,876 shares · +2173%
  4. Novanta Inc. NOVT+47,520 shares · +42%
  5. Interparfums Inc. IPAR+63,614 shares · +130%
  6. Callaway Golf Co. CALY+358,486 shares · +48%
  7. Delta Air Lines, Inc. DAL+70,483 shares · +72%
  8. Adaptive Biotechnologies Corporation ADPT+257,156 shares · +51%

and 56 more in the table below

Trimmed 92

  1. Tower Semiconductor Ltd TSEM-100,972 shares · -98%
  2. Aaon, Inc. AAON-95,535 shares · -69%
  3. Power Integrations Inc. POWI-138,506 shares · -43%
  4. Methanex Corp. MEOH-240,606 shares · -79%
  5. Onto Innovation Inc. ONTO-20,053 shares · -29%
  6. Wesco International Inc. WCC-18,546 shares · -60%
  7. Agilysys Inc. AGYS-60,092 shares · -44%
  8. Sherwin Williams Co. SHW-18,206 shares · -59%

and 84 more in the table below

Sold out of 24

  1. Trinity Industries Inc. TRN$12.3 million last quarter
  2. Apellis Pharmaceuticals Inc. APLS$9.3 million last quarter
  3. Belden Inc. BDC$8.4 million last quarter
  4. Esab Corp. ESAB$7.6 million last quarter
  5. Paymentus Holdings Inc. PAY$7.0 million last quarter
  6. Intuit Inc. INTU$5.1 million last quarter
  7. Boston Scientific Corp. BSX$3.8 million last quarter
  8. Verra Mobility Corp. VRRM$2.6 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
GE Vernova Inc. GEV55,181$64.8 million3.32%-1,300
Apple Inc. AAPL218,008$63.1 million3.23%-1,040
Alphabet Inc. GOOG163,324$57.7 million2.96%+145
Microsoft Corp. MSFT136,247$50.8 million2.60%-3,562
General Electric Co. GE125,387$46.9 million2.40%-921
NVIDIA Corp. NVDA231,229$46.3 million2.37%-1,722
Amazon.com Inc. AMZN176,444$42.1 million2.15%-1,691
Eaton Corp. plc ETN85,925$36.6 million1.88%-274
Rockwell Automation, Inc. ROK67,116$33.2 million1.70%-335
Eli Lilly & Co. LLY26,997$32.4 million1.66%-142
Novanta Inc. NOVT161,754$26.2 million1.34%+47,520
Hubbell Inc. HUBB48,387$25.3 million1.30%-7
Wintrust Financial Corp. WTFC153,322$24.6 million1.26%-131
Visa Inc. V71,162$24.4 million1.25%-800
Deere & Co. DE37,000$23.5 million1.20%-363
DigitalOcean Holdings, Inc. DOCN148,584$23.3 million1.20%-19,727
Regal Rexnord Corp. RRX91,975$21.9 million1.12%+15,437
JPMorgan Chase & Co. JPM64,986$21.3 million1.09%-30
Callaway Golf Co. CALY1,109,057$20.8 million1.07%+358,486
Axsome Therapeutics Inc. AXSM80,124$19.6 million1.00%-175
Old Dominion Freight Line, Inc. ODFL90,468$19.6 million1.00%+376
Onto Innovation Inc. ONTO48,384$18.3 million0.94%-20,053
S&P Global Inc. SPGI44,858$18.3 million0.94%-326
Ligand Pharmaceuticals Inc. LGND54,128$17.1 million0.88%-27
CrowdStrike Holdings, Inc. CRWD22,133$16.9 million0.87%-374
Costco Wholesale Corp. COST18,007$16.8 million0.86%-320
Herc Hldgs Inc. HRI113,985$16.3 million0.84%+90,569
Adaptive Biotechnologies Corporation ADPT757,217$16.2 million0.83%+257,156
Ducommun Inc. Del DCO86,703$16.1 million0.82%+84,931
Casella Waste Systems Inc. CWST163,245$15.8 million0.81%-338
Delta Air Lines, Inc. DAL168,671$15.8 million0.81%+70,483
Paccar Inc. PCAR130,862$15.7 million0.81%+1,206
Meta Platforms, Inc. META27,867$15.7 million0.80%-330
Power Integrations Inc. POWI186,420$15.6 million0.80%-138,506
Allegro Microsystems, Inc. ALGM215,679$15.0 million0.77%new
Corcept Therapeutics Inc. CORT172,228$15.0 million0.77%new
Everus Construction Group, Inc. ECG89,767$14.9 million0.76%+1,448
Veracyte, Inc. VCYT252,923$14.9 million0.76%-45,666
Stryker Corp. SYK46,801$14.7 million0.75%-487
FirstCash Holdings, Inc. FCFS67,614$14.6 million0.75%-90
Guardant Health Inc. GH95,760$14.4 million0.74%+34
Boeing Co. BA64,342$13.9 million0.71%+3,294
Saia Inc. SAIA32,248$13.6 million0.70%+5,159
Badger Meter Inc. BMI91,485$13.6 million0.70%+30,425
Hayward Holdings, Inc. HAYW775,310$13.4 million0.69%+2,953
Oceaneering International Inc. OII328,414$13.3 million0.68%+1,361
Keysight Technologies, Inc. KEYS37,521$13.1 million0.67%+276
VSE Corp. VSEC57,200$13.1 million0.67%-143
Veeco Instruments Inc. VECO171,807$13.0 million0.67%new
Timken Co. TKR89,456$13.0 million0.67%new
Alphabet Inc. GOOGL35,691$12.8 million0.65%+1,479
Interparfums Inc. IPAR112,579$12.6 million0.65%+63,614
Albany International Corp. AIN167,164$12.5 million0.64%+58,744
Dutch Bros Inc. BROS172,303$12.4 million0.63%+47,422
Establishment Labs Holdings In ESTA143,485$12.3 million0.63%-64
Rogers Corp. ROG74,743$12.2 million0.63%new
Krystal Biotech, Inc. KRYS32,837$12.2 million0.63%+8,553
AbbVie Inc. ABBV47,889$12.1 million0.62%-25
Johnson & Johnson JNJ45,042$11.4 million0.59%-3
First Hawaiian, Inc. FHB389,857$11.4 million0.59%-185
Centuri Holdings Inc. CTRI373,787$11.3 million0.58%new
Home Depot, Inc. HD31,882$11.2 million0.58%+2,549
FNB Corp. FNB587,036$11.2 million0.57%-274,520
Arlo Technologies, Inc. ARLO826,906$11.1 million0.57%+175,989
Glaukos Corp. GKOS78,154$10.9 million0.56%-33,718
Crane Co. CR48,675$10.9 million0.56%new
Rush Enterprises Inc. \Tx\ RUSHA143,955$10.5 million0.54%+336
Alphatec Hldgs Inc. ATEC1,213,570$10.5 million0.54%+18,414
Hawkins Inc. HWKN73,444$10.4 million0.53%-36
Nlight Inc. LASR147,948$10.3 million0.53%-29,411
Element Solutions Inc. ESI212,541$10.1 million0.52%+486
Napco Security Technologies, Inc. NSSC266,069$10.1 million0.52%-1,457
Analog Devices Inc. ADI24,193$9.6 million0.49%+2,898
Bio-Techne Corp. TECH133,572$9.4 million0.48%-3,990
Champion Homes, Inc. SKY106,118$9.4 million0.48%+1
Cognex Corp. CGNX122,963$8.9 million0.46%-24,039
Cushman & Wakefield Ltd. CWK659,859$8.8 million0.45%-571
Ecolab Inc. ECL31,576$8.8 million0.45%-870
Terreno Realty Corp. TRNO135,320$8.8 million0.45%-96
nVent Electric plc NVT51,404$8.7 million0.45%-981
Kura Sushi USA Inc. KRUS149,803$8.6 million0.44%+45,804
Mamas Creations Inc. MAMA481,043$8.6 million0.44%+459,876
Limbach Hldgs Inc. LMB110,620$8.5 million0.44%+351
Caterpillar Inc. CAT7,820$8.3 million0.43%+135
CSW Industrials, Inc. CSW29,158$8.1 million0.42%+78
Zeta Global Holdings Corp. ZETA411,712$8.1 million0.42%-288,455
Automatic Data Processing Inc. ADP35,705$8.0 million0.41%-232
Agilysys Inc. AGYS75,237$7.9 million0.40%-60,092
Nice Ltd NICE84,570$7.7 million0.39%new
Appfolio Inc. APPF47,738$7.7 million0.39%-1,036
e.l.f. Beauty, Inc. ELF102,209$7.6 million0.39%-224
Freshpet, Inc. FRPT127,905$7.6 million0.39%+23,986
Chefs' Warehouse, Inc. CHEF76,389$7.3 million0.38%-38
Esquire Finl Hldgs Inc. ESQ61,306$7.3 million0.37%-28
Jfrog Ltd FROG79,890$7.3 million0.37%-9,507
BlackRock, Inc. BLK7,448$7.2 million0.37%-15
Powell Industries Inc. POWL24,151$6.9 million0.35%+2,242
Robert Half Inc. RHI224,917$6.9 million0.35%new
Impinj Inc. PI47,616$6.8 million0.35%-23
First Interstate Bancsystem Inc. FIBK174,428$6.7 million0.34%+2,093
National Vision Holdings, Inc. EYE341,133$6.5 million0.33%-965
Linde plc LIN12,496$6.5 million0.33%no change
First Trust Exchange Traded FD CIBR70,045$6.3 million0.32%no change
Visteon Corp. VC60,716$6.0 million0.31%+33,524
Berkshire Hathaway Inc. Class B BRKB11,989$6.0 million0.31%-200
Procept Biorobotics Corp. PRCT253,358$5.7 million0.29%+1,330
Littelfuse Inc. LFUS12,552$5.7 million0.29%-1,625
United Airlines Holdings, Inc. UAL41,477$5.6 million0.29%+5,282
Ats Corporation ATS195,894$5.6 million0.29%+22,863
Thermo Fisher Scientific Inc. TMO11,188$5.6 million0.29%+90
PepsiCo Inc. PEP41,161$5.6 million0.29%-433
Aaon, Inc. AAON43,701$5.5 million0.28%-95,535
Citigroup Inc. C39,289$5.5 million0.28%-210
Vericel Corp. VCEL121,696$5.4 million0.28%+1,460
Schwab Strategic Trust SCHB185,299$5.4 million0.27%+3,506
W.W. Grainger, Inc. GWW3,934$5.4 million0.27%no change
Enphase Energy, Inc. ENPH107,060$5.3 million0.27%new
Stride, Inc. LRN60,861$5.2 million0.27%-45,939
Neogenomics Inc. NEO355,141$5.2 million0.27%-397,337
Louisiana-Pacific Corp. LPX65,070$5.1 million0.26%-335
Paylocity Holding Corp. PCTY47,894$5.0 million0.26%+574
Halozyme Therapeutics, Inc. HALO63,598$5.0 million0.26%+11,879
Floor & Decor Holdings, Inc. FND83,801$5.0 million0.25%-54,925
Exponent Inc. EXPO84,592$5.0 million0.25%+8,398
Dorman Products, Inc. DORM36,182$4.9 million0.25%+638
Danaher Corp. DHR25,704$4.9 million0.25%-900
Gitlab Inc. GTLB159,738$4.9 million0.25%+1,963
Abbott Laboratories ABT50,577$4.6 million0.24%-1,555
Jacobs Solutions Inc. J35,878$4.5 million0.23%-648
Wesco International Inc. WCC12,614$4.4 million0.22%-18,546
Sherwin Williams Co. SHW12,445$4.3 million0.22%-18,206
Autodesk, Inc. ADSK21,982$4.3 million0.22%-415
CCC Intelligent Solutions HL CCC823,217$4.2 million0.22%+113,347
Amerisafe Inc. AMSF123,844$4.2 million0.21%-2,363
Helios Technologies Inc. HLIO46,736$4.2 million0.21%-14,661
Parsons Corp. PSN78,033$4.1 million0.21%+27,604
Arhaus Inc. ARHS466,056$3.9 million0.20%+5,734
Fluor Corp. FLR73,212$3.8 million0.20%no change
ServiceNow, Inc. NOW37,933$3.8 million0.19%+15,304
Esco Technologies Inc. ESE10,728$3.8 million0.19%-951
UnitedHealth Group Inc. UNH8,520$3.5 million0.18%no change
Marriott International Inc. MAR9,411$3.5 million0.18%+3,106
AZZ Inc. AZZ21,876$3.4 million0.17%-9,632
Oracle Corp. ORCL22,470$3.3 million0.17%-972
Ambarella Inc. AMBA38,303$3.3 million0.17%-5,937
JBT Marel Corp. JBTM22,566$3.3 million0.17%+271
Chevron Corp. CVX18,081$3.0 million0.15%no change
Walt Disney Co. DIS30,417$2.9 million0.15%-22,604
Methanex Corp. MEOH63,025$2.9 million0.15%-240,606
Simpson Manufacturing Co., Inc. SSD13,836$2.9 million0.15%-2,150
Moog Inc. MOGA6,781$2.9 million0.15%new
Cisco Systems, Inc. CSCO24,360$2.9 million0.15%-100
Wells Fargo & Company WFC30,587$2.5 million0.13%no change
Certara, Inc. CERT379,479$2.5 million0.13%+5,774
Blackline, Inc. BL84,170$2.4 million0.12%+1,180
RTX Corp. RTX12,422$2.4 million0.12%no change
Zurn Elkay Water Solutions Corp. ZWS46,055$2.3 million0.12%+553
Amgen Inc. AMGN5,430$2.0 million0.10%no change
International Business Machines Corp. IBM6,848$1.9 million0.10%+820
IDEXX Laboratories Inc. IDXX3,608$1.9 million0.10%-110
Procter & Gamble Co. PG12,380$1.8 million0.09%-122
Union Pacific Corp. UNP6,354$1.7 million0.09%no change
Atricure Inc. ATRC58,828$1.6 million0.08%new
Vanguard Ftse Emerging Markets VWO27,336$1.6 million0.08%no change
Mondelez International, Inc. MDLZ28,169$1.6 million0.08%-1,115
Becton Dickinson & Co. BDX10,440$1.6 million0.08%no change
McDonald's Corp. MCD5,551$1.5 million0.08%-110
ExxonMobil Holdings Corp. XOM10,969$1.5 million0.08%+2
Weyerhaeuser Co. WY62,526$1.5 million0.08%-2,200
Canadian Pacific Kansas City LT CP16,523$1.4 million0.07%no change
Verizon Communications Inc. VZ33,402$1.4 million0.07%no change
Lowe's Companies Inc. LOW6,000$1.3 million0.07%no change
Donaldson Co. Inc. DCI14,050$1.3 million0.06%no change
Palo Alto Networks Inc. PANW3,521$1.2 million0.06%no change
Charles Schwab Corp. SCHW12,810$1.2 million0.06%no change
Philip Morris International Inc. PM6,399$1.2 million0.06%no change
Chubb Ltd. CB3,296$1.1 million0.06%+411
Emerson Electric Co. EMR7,800$1.1 million0.06%no change
Colgate-Palmolive Co. CL11,581$1.1 million0.05%no change
iShares Core S&P Small-Cap ETF IJR6,639$984,6300.05%+324
Schwab Strategic Trust SCHF33,559$929,5840.05%+1,773
Merck & Co., Inc. MRK6,632$852,2120.04%no change
Intel Corp. INTC5,764$804,8270.04%no change
Salesforce, Inc. CRM4,955$776,2500.04%no change
Mastercard Inc. MA1,353$694,9010.04%no change
Veralto Corp. VLTO7,124$631,7560.03%no change
Vishay Precision Group Inc. VPG3,795$568,9080.03%-1,621
Applied Industrial Technologies Inc. AIT1,654$559,3000.03%-114
Waters Corp. WAT1,406$527,3060.03%no change
Coca-Cola Co. KO6,291$511,2700.03%no change
Paychex Inc. PAYX5,109$502,3680.03%-1,224
Sysco Corp. SYY6,000$501,4800.03%no change
Lincoln Electric Holdings Inc. LECO1,886$500,7520.03%new
Tower Semiconductor Ltd TSEM1,884$491,0460.03%-100,972
Crown Castle Inc. CCI6,401$484,7230.02%-425
Ralliant Corp. RAL6,449$474,8400.02%no change
Lockheed Martin Corp. LMT930$473,7980.02%no change
1ST Source Corp. SRCE5,736$467,9430.02%-365
Walmart Inc. WMT4,001$453,1530.02%no change
APi Group Corp. APG10,551$446,8350.02%-2,613
Freeport-McMoRan Inc. FCX7,032$442,2420.02%no change
Schwab Strategic Trust SCHA12,067$435,9810.02%+75
Ionis Pharmaceuticals Inc. IONS5,026$398,5120.02%-319
Jazz Pharmaceuticals plc JAZZ1,646$396,6370.02%-111
Honeywell International Inc. HON1,771$396,4150.02%new
3M Co. MMM2,439$394,8980.02%no change
Honeywell Aerospace Inc. Com HONA1,771$391,4220.02%new
Universal Technical Institute Inc. UTI9,091$388,8220.02%-584
Commercial Veh Group Inc. CVGI84,078$388,4400.02%no change
Hexcel Corp. HXL3,702$370,4220.02%-239
Adobe Inc. ADBE1,743$357,3500.02%-15,109
iShares Core S&P Mid-Cap ETF IJH4,555$351,2360.02%no change
Bank of America Corp. BAC6,125$349,0030.02%no change
Tesla, Inc. TSLA824$346,5740.02%no change
SPX Technologies, Inc. SPXC1,405$344,4640.02%-92
New York Times Co. NYT4,506$315,3300.02%-2,910
BWX Technologies, Inc. BWXT1,579$307,3520.02%no change
Eton Pharmaceuticals Inc. ETON8,479$306,9400.02%no change
Repligen Corp. RGEN2,240$305,6260.02%-1,761
Gatx Corp. GATX1,703$301,7550.02%no change
Universal Health Services Inc. UHS2,000$297,3800.02%no change
U Haul Holding Company UHALB5,000$288,5000.01%new
Nucor Corp. NUE1,234$274,8740.01%no change
Amentum Holdings, Inc. AMTM13,248$273,8360.01%no change
Cullen/Frost Bankers, Inc. CFR1,755$271,1830.01%-1,154
Ezcorp Inc. EZPW7,764$268,4010.01%new
Axogen Inc. AXGN5,638$260,4190.01%new
Jones Lang Lasalle Inc. JLL840$260,3580.01%-649
Core & Main, Inc. CNM5,393$260,2120.01%-358
Cava Group, Inc. CAVA3,282$257,5710.01%-201
Legend Biotech Corp. LEGN8,636$249,4080.01%new
Richardson Electrs Ltd RELL13,069$248,4420.01%no change
Shell plc SHEL3,158$244,8710.01%no change
Arista Networks, Inc. ANET1,440$244,6270.01%new
Park Aerospace Corp. PKE6,288$239,9500.01%new
Leonardo DRS Inc. DRS5,540$236,3920.01%no change
Karman Holdings Inc. KRMN4,663$232,7770.01%new
Texas Roadhouse, Inc. TXRH1,187$229,3640.01%new
Morgan Stanley MS1,090$227,8540.01%new
American Superconductor Corp. AMSC5,420$224,9840.01%new
Primerica, Inc. PRI789$224,2340.01%-59
iShares Trust IMCG2,210$217,2260.01%no change
Electromed Inc ELMD5,083$215,0110.01%new
Fastenal Co. FAST4,306$206,8170.01%new
Marten Transport Ltd. MRTN11,916$206,7430.01%+1,110
Harrow Inc. HROW4,827$205,0030.01%new
Intuitive Surgical Inc. ISRG515$204,8050.01%-103
Toro Co. TTC2,098$204,3870.01%new
LightPath Technologies Inc LPTH12,231$199,9770.01%no change
Spire Global Inc. SPIR10,257$190,7800.01%no change
Fortrea Holdings Inc. FTRE10,708$186,3190.01%new
the Realreal Inc. REAL15,610$184,0420.01%new
Ranpak Holdings Corp. PACK24,448$178,7150.01%-13,183
Backblaze Inc. BLZE10,006$158,6950.01%new
Radiant Logistics Inc. RLGT12,753$120,6430.01%new
Evolv Technologies Hldngs in EVLV20,562$119,2600.01%no change
United States Antimony Corp. UAMY13,935$101,1680.01%no change
iShares Trust EFA950$98,6860.01%no change
the Oncology Institute Inc. STLN18,148$98,5440.01%+3,317
Schwab Strategic Trust SCHZ3,780$87,4310.00%no change
Materialise NV MTLS11,716$87,0500.00%no change
Dhi Group Inc. DHX22,436$83,2380.00%new
Iovance Biotherapeutics Inc. IOVA18,843$78,3870.00%no change
iShares Trust IJS481$65,7280.00%no change
Savara Inc. SVRA10,488$64,6060.00%new
Nuvation Bio Inc. NUVB11,260$63,9570.00%new
Cpi Aerostructures Inc. CVU12,204$63,3390.00%new
Safe Pro Group Inc. SPAI10,636$46,0540.00%no change
Kopin Corp. KOPN10,095$45,2260.00%new
iShares Trust IGSB476$24,9470.00%no change
Maxcyte Inc. MXCT17,463$21,4790.00%no change
iShares Trust IWF80$9,9340.00%+60
iShares Trust LQD85$9,2710.00%no change
iShares Barclays Tips Bond TIP68$7,4410.00%no change
iShares Russell 1000 Value Inde IWD29$7,0300.00%no change
iShares Trust PFF59$1,7990.00%no change
iShares Trust IYR10$1,0230.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 24 it sold out of are in the box above.