Granite Investment Partners, LLC
Q2 2026 13F filing
Updated 34 days ago277 disclosed positions worth $2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GEV GE VERNOVA INC | $64.8M | 55.2K | 3.32% | — |
| 2 | A AAPL APPLE INC | $63.1M | 218.0K | 3.23% | — |
| 3 | G GOOGN ALPHABET INC | $57.7M | 163.3K | 2.96% | — |
| 4 | M MSFT MICROSOFT CORP | $50.8M | 136.2K | 2.60% | — |
| 5 | G GE GE AEROSPACE | $46.9M | 125.4K | 2.40% | — |
| 6 | N NVDA NVIDIA CORPORATION | $46.3M | 231.2K | 2.37% | — |
| 7 | A AMZN AMAZON COM INC | $42.1M | 176.4K | 2.15% | — |
| 8 | E ETN EATON CORP PLC | $36.6M | 85.9K | 1.88% | — |
| 9 | R ROK ROCKWELL AUTOMATION INC | $33.2M | 67.1K | 1.70% | — |
| 10 | L LLY ELI LILLY & CO | $32.4M | 27.0K | 1.66% | — |
| 11 | N NOVTU NOVANTA INC | $26.2M | 161.8K | 1.34% | — |
| 12 | H HUBB HUBBELL INC | $25.3M | 48.4K | 1.30% | — |
| 13 | W WTFCN WINTRUST FINL CORP | $24.6M | 153.3K | 1.26% | — |
| 14 | V V VISA INC | $24.4M | 71.2K | 1.25% | — |
| 15 | D DE DEERE & CO | $23.5M | 37.0K | 1.20% | — |
| 16 | D DOCN DIGITALOCEAN HLDGS INC | $23.3M | 148.6K | 1.20% | — |
| 17 | R RRX REGAL REXNORD CORPORATION | $21.9M | 92.0K | 1.12% | — |
| 18 | J JPM-PM JPMORGAN CHASE & CO | $21.3M | 65.0K | 1.09% | — |
| 19 | C CALY CALLAWAY GOLF CO | $20.8M | 1.11M | 1.07% | — |
| 20 | A AXSM AXSOME THERAPEUTICS INC. | $19.6M | 80.1K | 1.00% | — |
| 21 | O ODFL OLD DOMINION FREIGHT LINE IN | $19.6M | 90.5K | 1.00% | — |
| 22 | O ONTO ONTO INNOVATION INC | $18.3M | 48.4K | 0.94% | — |
| 23 | S SPGI S&P GLOBAL INC | $18.3M | 44.9K | 0.94% | — |
| 24 | L LGNYZ LIGAND PHARMACEUTICALS INC | $17.1M | 54.1K | 0.88% | — |
| 25 | C CRWD CROWDSTRIKE HLDGS INC | $16.9M | 22.1K | 0.87% | — |
| 26 | C COST COSTCO WHOLESALE CORPORATION | $16.8M | 18.0K | 0.86% | — |
| 27 | H HRI HERC HLDGS INC | $16.3M | 114.0K | 0.84% | — |
| 28 | A ADPT ADAPTIVE BIOTECHNOLOGIES COR | $16.2M | 757.2K | 0.83% | — |
| 29 | D DCO DUCOMMUN INC DEL | $16.1M | 86.7K | 0.82% | — |
| 30 | C CWST CASELLA WASTE SYS INC | $15.8M | 163.2K | 0.81% | — |
| 31 | D DAL DELTA AIR LINES INC | $15.8M | 168.7K | 0.81% | — |
| 32 | P PCAR PACCAR INC | $15.7M | 130.9K | 0.81% | — |
| 33 | M META META PLATFORMS INC | $15.7M | 27.9K | 0.80% | — |
| 34 | P POWI POWER INTEGRATIONS INC | $15.6M | 186.4K | 0.80% | — |
| 35 | A ALGM ALLEGRO MICROSYSTEMS INC | $15M | 215.7K | 0.77% | — |
| 36 | C CORT CORCEPT THERAPEUTICS INC | $15M | 172.2K | 0.77% | — |
| 37 | E ECG EVERUS CONSTR GROUP | $14.9M | 89.8K | 0.76% | — |
| 38 | V VCYT VERACYTE INC | $14.9M | 252.9K | 0.76% | — |
| 39 | S SYK STRYKER CORPORATION | $14.7M | 46.8K | 0.75% | — |
| 40 | F FCFS FIRSTCASH HOLDINGS INC | $14.6M | 67.6K | 0.75% | — |
| 41 | G GH GUARDANT HEALTH INC | $14.4M | 95.8K | 0.74% | — |
| 42 | B BA-PA BOEING CO | $13.9M | 64.3K | 0.71% | — |
| 43 | S SAIA SAIA INC | $13.6M | 32.2K | 0.70% | — |
| 44 | B BMI BADGER METER INC | $13.6M | 91.5K | 0.70% | — |
| 45 | ? N/A HAYWARD HLDGS INC | $13.4M | 775.3K | 0.69% | — |
| 46 | O OII OCEANEERING INTL INC | $13.3M | 328.4K | 0.68% | — |
| 47 | K KEYS KEYSIGHT TECHNOLOGIES INC | $13.1M | 37.5K | 0.67% | — |
| 48 | V VSECU VSE CORP | $13.1M | 57.2K | 0.67% | — |
| 49 | V VECO VEECO INSTRS INC DEL | $13M | 171.8K | 0.67% | — |
| 50 | T TKR TIMKEN CO | $13M | 89.5K | 0.67% | — |