Granite Investment Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Granite Investment Partners, Llc disclosed 274 stock positions valued at approximately $1.95B as of quarter-end June 30, 2026. The largest holdings include GE VERNOVA INC, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 274
- Portfolio Value
- $1.95B
Holdings by Sector
Granite Investment Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GE VERNOVA INC | GEV | Utilities | 3.32% | 55,181 | -1,300 | -2.30% | $64,829,694 |
| APPLE INC | AAPL | Technology | 3.23% | 218,008 | -1,040 | -0.47% | $63,082,816 |
| ALPHABET INC | GOOG | Communication Services | 2.96% | 163,324 | +145 | +0.09% | $57,707,248 |
| MICROSOFT CORP | MSFT | Technology | 2.60% | 136,247 | -3,562 | -2.55% | $50,822,766 |
| GE AEROSPACE | GE | Industrials | 2.40% | 125,387 | -921 | -0.73% | $46,860,817 |
| NVIDIA CORPORATION | NVDA | Technology | 2.37% | 231,229 | -1,722 | -0.74% | $46,266,611 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.15% | 176,444 | -1,691 | -0.95% | $42,053,663 |
| EATON CORP PLC | ETN | Other | 1.88% | 85,925 | -274 | -0.32% | $36,614,361 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.70% | 67,116 | -335 | -0.50% | $33,227,789 |
| ELI LILLY & CO | LLY | Healthcare | 1.66% | 26,997 | -142 | -0.52% | $32,381,012 |
| NOVANTA INC | NOVT | Technology | 1.34% | 161,754 | +47,520 | +41.60% | $26,242,969 |
| HUBBELL INC | HUBB | Industrials | 1.30% | 48,387 | -7 | -0.01% | $25,316,078 |
| WINTRUST FINL CORP | WTFC | Financial Services | 1.26% | 153,322 | -131 | -0.09% | $24,641,912 |
| VISA INC | V | Financial Services | 1.25% | 71,162 | -800 | -1.11% | $24,414,971 |
| DEERE & CO | DE | Industrials | 1.20% | 37,000 | -363 | -0.97% | $23,470,210 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 1.20% | 148,584 | -19,727 | -11.72% | $23,332,146 |
| REGAL REXNORD CORPORATION | RRX | Industrials | 1.12% | 91,975 | +15,437 | +20.17% | $21,907,525 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.09% | 64,986 | -30 | -0.05% | $21,271,867 |
| CALLAWAY GOLF CO | MODG | Consumer Cyclical | 1.07% | 1,109,057 | +358,486 | +47.76% | $20,839,181 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 1.00% | 80,124 | -175 | -0.22% | $19,611,951 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 1.00% | 90,468 | +376 | +0.42% | $19,595,369 |
| ONTO INNOVATION INC | ONTO | Technology | 0.94% | 48,384 | -20,053 | -29.30% | $18,310,925 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.94% | 44,858 | -326 | -0.72% | $18,268,869 |
| LIGAND PHARMACEUTICALS INC | LGND | Healthcare | 0.88% | 54,128 | -27 | -0.05% | $17,109,320 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.87% | 22,133 | -374 | -1.66% | $16,890,578 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.86% | 18,007 | -320 | -1.75% | $16,845,008 |
| HERC HLDGS INC | HRI | Industrials | 0.84% | 113,985 | +90,569 | +386.78% | $16,338,610 |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | Healthcare | 0.83% | 757,217 | +257,156 | +51.42% | $16,242,305 |
| DUCOMMUN INC DEL | DCO | Industrials | 0.82% | 86,703 | +84,931 | +4792.95% | $16,058,263 |
| CASELLA WASTE SYS INC | CWST | Industrials | 0.81% | 163,245 | -338 | -0.21% | $15,829,868 |
Showing 30 of 274 holdings in the latest reporting period.