Granite Investment Partners, Llc Portfolio Stock Holdings
Granite Investment Partners, Llc disclosed 263 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and GE VERNOVA INC. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 263
- Portfolio Value
- $1.6B
Holdings by Sector
Granite Investment Partners, Llc Portfolio Holdings in Q1 2026
254 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 3.42% | 219,048 | +20,065 | +10.08% | $55,592,206 |
| MICROSOFT CORP | MSFT | Technology | 3.18% | 139,809 | -7,597 | -5.15% | $51,753,008 |
| GE VERNOVA INC | GEV | Utilities | 3.03% | 56,481 | -1,695 | -2.91% | $49,302,075 |
| ALPHABET INC | GOOG | Communication Services | 2.88% | 163,179 | -5,365 | -3.18% | $46,809,511 |
| NVIDIA CORPORATION | NVDA | Technology | 2.50% | 232,951 | +180 | +0.08% | $40,626,654 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.28% | 178,135 | +577 | +0.32% | $37,100,176 |
| GE AEROSPACE | GE | Industrials | 2.20% | 126,308 | +1,816 | +1.46% | $35,842,356 |
| EATON CORP PLC | ETN | Other | 1.90% | 86,199 | -4,243 | -4.69% | $30,830,796 |
| ELI LILLY & CO | LLY | Healthcare | 1.53% | 27,139 | -264 | -0.96% | $24,961,638 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.49% | 67,451 | +2,014 | +3.08% | $24,206,815 |
| HUBBELL INC | HUBB | Industrials | 1.46% | 48,394 | +451 | +0.94% | $23,748,872 |
| VISA INC | V | Financial Services | 1.34% | 71,962 | -1,251 | -1.71% | $21,749,795 |
| WINTRUST FINL CORP | WTFC | Financial Services | 1.31% | 153,453 | -9,535 | -5.85% | $21,320,695 |
| DEERE & CO | DE | Industrials | 1.29% | 37,363 | -104 | -0.28% | $21,046,578 |
| S&P GLOBAL INC | SPGI | Financial Services | 1.18% | 45,184 | +590 | +1.32% | $19,218,563 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.18% | 65,016 | +518 | +0.80% | $19,125,107 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.12% | 18,327 | +444 | +2.48% | $18,261,573 |
| METHANEX CORP | MEOH | Basic Materials | 1.11% | 303,631 | -10,619 | -3.38% | $18,078,190 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 1.08% | 90,092 | +17,887 | +24.77% | $17,603,977 |
| POWER INTEGRATIONS INC | POWI | Technology | 1.02% | 324,926 | -30,105 | -8.48% | $16,636,216 |
| META PLATFORMS INC | META | Communication Services | 0.99% | 28,197 | +218 | +0.78% | $16,132,350 |
| STRYKER CORPORATION | SYK | Healthcare | 0.96% | 47,288 | -8,704 | -15.55% | $15,538,364 |
| PACCAR INC | PCAR | Industrials | 0.92% | 129,656 | +11,355 | +9.60% | $14,975,210 |
| DIGITALOCEAN HLDGS INC | DOCN | Technology | 0.89% | 168,311 | -37,573 | -18.25% | $14,437,718 |
| F N B CORP | FNB | Financial Services | 0.89% | 861,556 | -52,664 | -5.76% | $14,405,216 |
| REGAL REXNORD CORPORATION | RRX | Industrials | 0.88% | 76,538 | +11,345 | +17.40% | $14,332,506 |
| ONTO INNOVATION INC | ONTO | Technology | 0.86% | 68,437 | -3,802 | -5.26% | $14,034,376 |
| AXSOME THERAPEUTICS INC. | AXSM | Healthcare | 0.83% | 80,299 | -4,595 | -5.41% | $13,572,137 |
| NOVANTA INC | NOVT | Technology | 0.83% | 114,234 | +834 | +0.74% | $13,492,178 |
| ALPHATEC HLDGS INC | ATEC | Healthcare | 0.80% | 1,195,156 | +54,043 | +4.74% | $13,003,297 |
| CASELLA WASTE SYS INC | CWST | Industrials | 0.80% | 163,583 | -9,038 | -5.24% | $12,978,675 |
| FIRSTCASH HOLDINGS INC | FCFS | Financial Services | 0.78% | 67,704 | -4,114 | -5.73% | $12,728,352 |
| TRINITY INDS INC | TRN | Industrials | 0.76% | 381,728 | -21,309 | -5.29% | $12,284,006 |
| BOEING CO | BA | Industrials | 0.75% | 61,048 | +15,901 | +35.22% | $12,150,383 |
| GLAUKOS CORP | GKOS | Healthcare | 0.74% | 111,872 | -7,471 | -6.26% | $12,044,140 |
| POWELL INDS INC | POWL | Industrials | 0.73% | 21,909 | -12,620 | -36.55% | $11,854,522 |
| OCEANEERING INTL INC | OII | Energy | 0.71% | 327,053 | +88,673 | +37.20% | $11,600,570 |
| AAON INC | AAON | Industrials | 0.71% | 139,236 | -10,442 | -6.98% | $11,521,798 |
| HAWKINS INC | HWKN | Basic Materials | 0.69% | 73,480 | -4,488 | -5.76% | $11,286,528 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 0.69% | 700,167 | -42,880 | -5.77% | $11,146,659 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.68% | 45,045 | -840 | -1.83% | $11,010,800 |
| LIGAND PHARMACEUTICALS INC | LGND | Healthcare | 0.66% | 54,155 | -3,771 | -6.51% | $10,812,046 |
| VSE CORP | VSEC | Industrials | 0.65% | 57,343 | -3,255 | -5.37% | $10,574,060 |
| NAPCO SEC TECHNOLOGIES INC | NSSC | Industrials | 0.65% | 267,526 | -13,355 | -4.75% | $10,537,849 |
| KEYSIGHT TECHNOLOGIES INC | KEYS | Technology | 0.65% | 37,245 | +1,374 | +3.83% | $10,516,871 |
| ABBVIE INC | ABBV | Healthcare | 0.64% | 47,914 | +1,008 | +2.15% | $10,420,816 |
| CALLAWAY GOLF CO | MODG | Consumer Cyclical | 0.64% | 750,571 | +484,237 | +181.82% | $10,417,925 |
| HAYWARD HLDGS INC | HAYW | Industrials | 0.64% | 772,357 | -23,444 | -2.95% | $10,334,137 |
| NLIGHT INC | LASR | Technology | 0.62% | 177,359 | -9,456 | -5.06% | $10,113,010 |
| ALPHABET INC | GOOGL | Communication Services | 0.60% | 34,212 | +650 | +1.94% | $9,838,003 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.60% | 30,651 | -8,256 | -21.22% | $9,825,178 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.59% | 29,333 | +6,035 | +25.90% | $9,647,330 |
| AGILYSYS INC | AGYS | Technology | 0.59% | 135,329 | -7,658 | -5.36% | $9,627,305 |
| VERACYTE INC | VCYT | Healthcare | 0.59% | 298,589 | -52,449 | -14.94% | $9,617,552 |
| FIRST HAWAIIAN INC | FHB | Financial Services | 0.59% | 390,042 | -26,041 | -6.26% | $9,610,635 |
| SAIA INC | SAIA | Industrials | 0.59% | 27,089 | +7,494 | +38.24% | $9,515,824 |
| RUSH ENTERPRISES INC | RUSHA | Consumer Cyclical | 0.58% | 143,619 | +79,535 | +124.11% | $9,494,652 |
| STRIDE INC | LRN | Consumer Defensive | 0.58% | 106,800 | +106,800 | +100.00% | $9,416,556 |
| APELLIS PHARMACEUTICALS INC | APLS | Healthcare | 0.57% | 231,917 | -95,177 | -29.10% | $9,330,021 |
| BADGER METER INC | BMI | Technology | 0.57% | 61,060 | +61,060 | +100.00% | $9,302,519 |
| ARLO TECHNOLOGIES INC | ARLO | Industrials | 0.57% | 650,917 | -35,246 | -5.14% | $9,262,549 |
| NATIONAL VISION HLDGS INC | EYE | Consumer Cyclical | 0.54% | 342,098 | -18,916 | -5.24% | $8,860,338 |
| GUARDANT HEALTH INC | GH | Healthcare | 0.54% | 95,726 | -62,473 | -39.49% | $8,842,211 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.54% | 22,507 | -685 | -2.95% | $8,786,958 |
| ECOLAB INC | ECL | Basic Materials | 0.53% | 32,446 | -530 | -1.61% | $8,631,285 |
| LIMBACH HLDGS INC | LMB | Industrials | 0.53% | 110,269 | +18,572 | +20.25% | $8,606,495 |
| WESCO INTL INC | WCC | Industrials | 0.52% | 31,160 | -1,720 | -5.23% | $8,526,029 |
| BELDEN INC | BDC | Technology | 0.51% | 72,850 | -4,458 | -5.77% | $8,365,366 |
| TERRENO RLTY CORP | TRNO | Real Estate | 0.51% | 135,416 | -8,218 | -5.72% | $8,317,251 |
| ESTABLISHMENT LABS HLDGS INC | ESTA | Other | 0.50% | 143,549 | -7,946 | -5.25% | $8,150,712 |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 0.49% | 106,117 | -40,839 | -27.79% | $7,891,921 |
| APPFOLIO INC | APPF | Technology | 0.47% | 48,774 | +48,774 | +100.00% | $7,697,513 |
| ESAB CORPORATION | ESAB | Industrials | 0.47% | 78,468 | -4,487 | -5.41% | $7,584,738 |
| CSW INDUSTRIALS INC | CSWI | Industrials | 0.47% | 29,080 | +29,080 | +100.00% | $7,577,666 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.45% | 35,937 | -2,164 | -5.68% | $7,301,680 |
| KURA SUSHI USA INC | KRUS | Consumer Cyclical | 0.45% | 103,999 | -5,301 | -4.85% | $7,258,090 |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 0.45% | 212,055 | +212,055 | +100.00% | $7,239,558 |
| COGNEX CORP | CGNX | Technology | 0.44% | 147,002 | +147,002 | +100.00% | $7,201,628 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.44% | 137,562 | +32,754 | +31.25% | $7,188,965 |
| BLACKROCK INC | BLK | Other | 0.44% | 7,463 | -54 | -0.72% | $7,177,242 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 0.43% | 138,726 | +64,516 | +86.94% | $7,047,281 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 0.43% | 274,844 | -16,662 | -5.72% | $6,981,038 |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | Healthcare | 0.43% | 500,061 | +500,061 | +100.00% | $6,940,847 |
| ANALOG DEVICES INC | ADI | Technology | 0.42% | 21,295 | -527 | -2.41% | $6,774,791 |
| ESQUIRE FINL HLDGS INC | ESQ | Financial Services | 0.41% | 61,334 | +61,334 | +100.00% | $6,593,405 |
| DELTA AIR LINES INC | DAL | Industrials | 0.40% | 98,188 | +78,522 | +399.28% | $6,527,538 |
| PEPSICO INC | PEP | Consumer Defensive | 0.40% | 41,594 | -2,365 | -5.38% | $6,459,132 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 0.39% | 124,881 | +1,499 | +1.21% | $6,326,471 |
| PROCEPT BIOROBOTICS CORP | PRCT | Healthcare | 0.39% | 252,028 | -13,605 | -5.12% | $6,303,220 |
| KRYSTAL BIOTECH INC | KRYS | Healthcare | 0.39% | 24,284 | -1,476 | -5.73% | $6,273,043 |
| E L F BEAUTY INC | ELF | Consumer Defensive | 0.38% | 102,433 | +35,883 | +53.92% | $6,208,464 |
| NVENT ELEC PLC | NVT | Other | 0.38% | 52,385 | +66 | +0.13% | $6,196,098 |
| LINDE PLC | LIN | Other | 0.38% | 12,496 | +271 | +2.22% | $6,194,907 |
| FRESHPET INC | FRPT | Consumer Defensive | 0.38% | 103,919 | -119,051 | -53.39% | $6,127,064 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.36% | 12,189 | +521 | +4.47% | $5,840,969 |
| FIRST INTST BANCSYSTEM INC | FIBK | Financial Services | 0.35% | 172,335 | +5,109 | +3.06% | $5,755,989 |
| ALBANY INTL CORP | AIN | Consumer Cyclical | 0.35% | 108,420 | +45,389 | +72.01% | $5,660,608 |
| NEOGENOMICS INC | NEO | Healthcare | 0.34% | 752,478 | +752,478 | +100.00% | $5,583,387 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.34% | 11,098 | +99 | +0.90% | $5,455,000 |
| CATERPILLAR INC | CAT | Industrials | 0.33% | 7,685 | +747 | +10.77% | $5,444,515 |