Granite Investment Partners Llc Portfolio Shifts in Q3 2026: Focus on Tech Buys and Sells

Granite Investment Partners Llc has recently adjusted its portfolio holdings for the period ending June 30, 2026. The firm's investment strategy appears focused on specific sectors, particularly Technology, as evidenced by substantial changes in certain stocks.

Prominent Purchases This Quarter

Several companies saw significant increases in their holdings during this quarter according to Granite Investment Partners' latest filing:

• ALLEGRO MICROSYSTEMS INC (ALGM), a Technology company, experienced a 100.0% increase in its holding.
• ROBERT HALF INC. (RHI) also saw holdings grow by 100.0%, another Industrial firm.
• ADAPTIVE BIOTECHNOLOGIES CORP, listed as ADPT, had a massive 51.42% increase in its position, indicating strong confidence from the investor.
• CENTURI HOLDINGS INC (CTRI) was added with an initial purchase of shares representing a new holding or significant growth at 100.0% increase.
• ALLEGRO MICROSYSTEMS INC, appearing again in the significant buys list, was also noted as having been bought significantly with a concurrent 100.0% holding increase mentioned.
• HRI is another Technology stock highlighted among significant purchases by the investor.

Their buying activity also included METHANEX CORP (MEOH), a Basic Materials company, which saw an increase despite its small allocation size. Furthermore, in the Healthcare sector, they bought into SHW and sold off positions in other companies like NEOGENOMICS INC (NEO).

Notable Sales and Reductions This Quarter

In contrast to the buying activity, Granite Investment Partners also reduced or sold positions in several key holdings during Q3 2026:

• Their stake in AAPLE INC (AAPL), a Technology giant, decreased by just under 0.5% (-0.47%) but still resulted in a slight reduction.
• Shares of GE VERNOVA INC (GEV), part of the Utilities sector, saw a small decrease (-2.3%).
• MICROSOFT CORP (MSFT), another Technology stock, experienced a reduction in holdings by -2.55%.
• They sold off NVIDIA CORPORATION (NVDA) (-0.74%) and reduced their position in GE AEROSPACE (GE) (-0.73%).
• METHANEX CORP (MEOH), despite being bought, also saw a significant reduction in the same quarter (-79.24%), suggesting complex portfolio management.
• They sold holdings of F N B CORP (FNB) and exited positions in other companies like WCC.

The investor's portfolio turnover rate remains high, with 203 holdings changing significantly this quarter. This indicates a dynamic investment approach focused on capitalizing on short-term market movements or specific opportunities presented by the stocks they engage with.

Overall Portfolio Allocation Changes

This quarter's adjustments saw shifts in sector allocations as well:

• Their Technology allocation slightly decreased from 23.96% to an unspecified level, likely due to selling activities like those on AAPL and MSFT.
• Healthcare allocation also showed a decrease post-quarter.
• Industrials allocation remained relatively stable or saw minor changes.
• Their position in METHANEX CORP (MEOH), despite being bought, was significantly reduced later in the quarter (-79.24%), highlighting volatility management within their strategy.

These changes reflect Granite Investment Partners' active trading stance during Q3 2026, focusing on specific Technology and Healthcare names while strategically reducing exposure to established tech leaders like Apple and Microsoft.