Granite Investment Partners, LLC Top Holdings and 13F Report (2025) About Granite Investment Partners, LLCInvestment ActivityGranite Investment Partners, LLC has $2.31 billion in total holdings as of December 31, 2024.Granite Investment Partners, LLC owns shares of 261 different stocks, but just 95 companies or ETFs make up 80% of its holdings.Approximately 12.03% of the portfolio was purchased this quarter.About 14.31% of the portfolio was sold this quarter.This quarter, Granite Investment Partners, LLC has purchased 245 new stocks and bought additional shares in 59 stocks.Granite Investment Partners, LLC sold shares of 133 stocks and completely divested from 15 stocks this quarter.Largest Holdings Microsoft $72,260,274Apple $67,951,717Amazon.com $47,543,349CBIZ $45,927,006NVIDIA $42,941,510 Largest New Holdings this Quarter NovoCure $20,464,465 HoldingEVERUS CONSTR GROUP $20,331,610 HoldingBLACKROCK INC $16,229,542 HoldingChart Industries $15,593,346 HoldingTrinity Industries $14,531,997 Holding Largest Purchases this Quarter Dutch Bros 407,168 shares (about $21.33M)NovoCure 686,727 shares (about $20.46M)EVERUS CONSTR GROUP 309,226 shares (about $20.33M)BLACKROCK INC 15,832 shares (about $16.23M)Chart Industries 81,709 shares (about $15.59M) Largest Sales this Quarter AbbVie 43,029 shares (about $7.65M)Inter Parfums 57,641 shares (about $7.58M)Louisiana-Pacific 68,517 shares (about $7.09M)PTC 38,365 shares (about $7.05M)MGM Resorts International 200,387 shares (about $6.94M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGranite Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$72,260,274$371,763 ▼-0.5%171,4363.1%Computer and TechnologyAAPLApple$67,951,717$1,698,849 ▼-2.4%271,3512.9%Computer and TechnologyAMZNAmazon.com$47,543,349$719,599 ▼-1.5%216,7072.1%Retail/WholesaleCBZCBIZ$45,927,006$1,892,646 ▼-4.0%561,2492.0%Business ServicesNVDANVIDIA$42,941,510$2,544,661 ▼-5.6%319,7671.9%Computer and TechnologyCWSTCasella Waste Systems$40,584,166$1,517,633 ▼-3.6%383,5571.8%Industrial ProductsGOOGAlphabet$38,792,628$1,219,006 ▼-3.0%203,7001.7%Computer and TechnologyFRPTFreshpet$36,564,212$3,499,099 ▼-8.7%246,8721.6%Consumer StaplesBROSDutch Bros$36,426,623$21,327,460 ▲141.2%695,4301.6%Retail/WholesaleWTFCWintrust Financial$35,236,935$754,246 ▼-2.1%282,5511.5%FinanceAGYSAgilysys$34,010,683$1,315,388 ▼-3.7%258,2241.5%Computer and TechnologyETNEaton$33,977,846$410,191 ▼-1.2%102,3831.5%Industrial ProductsLLYEli Lilly and Company$32,274,232$3,346,620 ▲11.6%41,8061.4%MedicalTSEMTower Semiconductor$31,245,554$35,542 ▼-0.1%606,5921.4%Computer and TechnologyVVisa$31,130,256$361,866 ▼-1.1%98,5011.3%Business ServicesPYCRPaycor HCM$28,265,360$1,788,291 ▼-6.0%1,522,0981.2%Computer and TechnologyLITELumentum$27,909,933$597,892 ▼-2.1%332,4591.2%Computer and TechnologyKTOSKratos Defense & Security Solutions$26,906,044$58,986 ▲0.2%1,019,9411.2%AerospaceHUBBHubbell$25,782,261$333,855 ▼-1.3%61,5491.1%Industrial ProductsVCYTVeracyte$25,701,073$2,951,665 ▼-10.3%649,0171.1%MedicalBDCBelden$25,472,720$534,334 ▼-2.1%226,2031.1%Industrial ProductsSPGIS&P Global$25,217,749$263,956 ▼-1.0%50,6351.1%Business ServicesGEGeneral Electric$24,093,149$6,964,316 ▲40.7%144,4521.0%TransportationLPXLouisiana-Pacific$22,837,331$7,094,935 ▼-23.7%220,5441.0%ConstructionNEOGNeogen$22,049,056$2,912,908 ▼-11.7%1,816,2321.0%MedicalGE VERNOVA INC$21,961,998$4,190,568 ▲23.6%66,7680.9%COMSYKStryker$21,824,791$5,206,683 ▲31.3%60,6160.9%MedicalROKRockwell Automation$20,670,048$5,645,782 ▲37.6%72,3260.9%Computer and TechnologyNVCRNovoCure$20,464,465$20,464,465 ▲New Holding686,7270.9%MedicalEVERUS CONSTR GROUP$20,331,610$20,331,610 ▲New Holding309,2260.9%COMSITMSiTime$20,078,077$3,871,194 ▼-16.2%93,5910.9%Computer and TechnologyIPARInter Parfums$19,979,788$7,580,368 ▼-27.5%151,9260.9%Consumer DiscretionaryOUTOUTFRONT Media$19,835,165$1,100 ▲0.0%1,118,1040.9%FinanceSITESiteOne Landscape Supply$19,686,306$871,659 ▼-4.2%149,3990.9%Industrial ProductsHALOHalozyme Therapeutics$19,567,725$1,435,065 ▼-6.8%409,2810.8%MedicalDEDeere & Company$19,263,097$98,298 ▼-0.5%45,4640.8%Industrial ProductsNSSCNapco Security Technologies$19,102,370$440,019 ▼-2.3%537,1870.8%Industrial ProductsFHBFirst Hawaiian$19,013,902$418,573 ▼-2.2%732,7130.8%FinanceCOSTCostco Wholesale$17,881,925$229,984 ▼-1.3%19,5160.8%Retail/WholesaleARLOArlo Technologies$17,663,963$2,032,831 ▲13.0%1,578,5490.8%Computer and TechnologyMETAMeta Platforms$16,922,410$123,543 ▲0.7%28,9020.7%Computer and TechnologyAZEKAZEK$16,831,533$664,722 ▼-3.8%354,5720.7%ConstructionODFLOld Dominion Freight Line$16,571,898$342,392 ▲2.1%93,9450.7%TransportationHAYWHayward$16,350,530$342,053 ▼-2.0%1,069,3610.7%Computer and TechnologyCWKCushman & Wakefield$16,263,528$328,491 ▼-2.0%1,243,3890.7%FinanceBLACKROCK INC$16,229,542$16,229,542 ▲New Holding15,8320.7%COMFLRFluor$16,097,259$3,841,880 ▼-19.3%326,3840.7%ConstructionPCARPACCAR$15,956,044$60,436 ▼-0.4%153,3940.7%Auto/Tires/TrucksICUIICU Medical$15,840,840$343,702 ▼-2.1%102,0870.7%MedicalFOLDAmicus Therapeutics$15,727,010$1,569,909 ▲11.1%1,669,5340.7%MedicalMEGMontrose Environmental Group$15,708,771$6,007,752 ▲61.9%846,8340.7%Business ServicesGTLSChart Industries$15,593,346$15,593,346 ▲New Holding81,7090.7%Industrial ProductsNARIInari Medical$15,280,235$325,086 ▼-2.1%299,3190.7%MedicalTRNOTerreno Realty$15,060,652$351,706 ▼-2.3%254,6610.7%FinanceESABESAB$14,952,080$313,883 ▼-2.1%124,6630.6%Industrial ProductsAMPHAmphastar Pharmaceuticals$14,729,545$334,764 ▼-2.2%396,7020.6%MedicalHPHelmerich & Payne$14,650,943$4,083,350 ▼-21.8%457,5560.6%Oils/EnergySHWSherwin-Williams$14,648,943$1,268,959 ▲9.5%43,0940.6%Basic MaterialsTRNTrinity Industries$14,531,997$14,531,997 ▲New Holding414,0170.6%TransportationMGNIMagnite$14,468,271$303,658 ▼-2.1%908,8110.6%Computer and TechnologySHOPShopify$14,268,316$345,891 ▼-2.4%134,1890.6%Computer and TechnologyFCFSFirstCash$13,780,976$309,764 ▼-2.2%133,0210.6%Business ServicesWDWalker & Dunlop$13,337,601$13,337,601 ▲New Holding137,2040.6%FinanceKRUSKura Sushi USA$12,994,244$2,329,808 ▼-15.2%143,4560.6%Retail/WholesaleLGNDLigand Pharmaceuticals$12,379,897$263,910 ▼-2.1%115,5380.5%MedicalCRWDCrowdStrike$12,175,079$249,092 ▼-2.0%35,5830.5%Computer and TechnologyGMSGMS$11,912,762$11,912,762 ▲New Holding140,4310.5%Retail/WholesaleDFINDonnelley Financial Solutions$11,780,318$2,054,219 ▲21.1%187,7940.5%Computer and TechnologyCRCrane$11,623,140$4,343,540 ▼-27.2%76,5940.5%IndustrialsBRPThe Baldwin Insurance Group$11,525,945$257,483 ▼-2.2%297,3670.5%FinanceADPAutomatic Data Processing$11,421,154$1,464 ▲0.0%39,0160.5%Business ServicesNCNOnCino$11,064,375$233,616 ▼-2.1%329,4930.5%Computer and TechnologyMRTNMarten Transport$10,763,033$266,650 ▼-2.4%689,4960.5%TransportationARCBArcBest$10,674,688$3,918,133 ▼-26.8%114,3880.5%TransportationJPMJPMorgan Chase & Co.$10,593,983$46,743 ▲0.4%44,1950.5%FinanceVESTIS CORPORATION$10,435,986$5,670,606 ▼-35.2%684,7760.5%COM SHSSIGSignet Jewelers$10,248,152$62,712 ▲0.6%126,9750.4%Retail/WholesaleZTSZoetis$9,938,078$588,340 ▼-5.6%60,9960.4%MedicalTECHBio-Techne$9,837,281$3,231,626 ▲48.9%136,5720.4%MedicalCCCSCCC Intelligent Solutions$9,743,442$810,156 ▼-7.7%830,6430.4%Computer and TechnologyADBEAdobe$9,489,471$798,201 ▼-7.8%21,3400.4%Computer and TechnologySMGScotts Miracle-Gro$9,473,551$9,473,551 ▲New Holding142,8030.4%Basic MaterialsADIAnalog Devices$9,334,218$69,474 ▼-0.7%43,9340.4%Computer and TechnologyADSKAutodesk$9,297,745$1,338,341 ▲16.8%31,4570.4%Computer and TechnologyVSECVSE$9,118,188$9,118,188 ▲New Holding95,8800.4%ConstructionMEOHMethanex$9,031,449$6,063,715 ▼-40.2%180,8460.4%Basic MaterialsDHRDanaher$8,862,237$4,591 ▲0.1%38,6070.4%MedicalCBChubb$8,689,635$14,091 ▲0.2%31,4500.4%FinanceIDXXIDEXX Laboratories$8,559,448$735,510 ▼-7.9%20,7030.4%MedicalABBVAbbVie$8,429,377$7,646,253 ▼-47.6%47,4360.4%MedicalNTRANatera$8,357,607$2,934,249 ▼-26.0%52,7960.4%MedicalZETA GLOBAL HOLDINGS CORP$8,157,188$8,157,188 ▲New Holding453,4290.4%CL AROGRogers$8,086,429$275,871 ▲3.5%79,5830.3%Computer and TechnologyIWMiShares Russell 2000 ETF$8,001,845$7,849,383 ▲5,148.4%36,2140.3%FinanceECLEcolab$7,983,517$4,686 ▲0.1%34,0710.3%Basic MaterialsGOGrocery Outlet$7,914,348$7,914,348 ▲New Holding507,0050.3%Consumer StaplesGOOGLAlphabet$7,913,4970.0%41,8040.3%Computer and TechnologyAXSMAxsome Therapeutics$7,754,422$7,754,422 ▲New Holding91,6490.3%MedicalPEPPepsiCo$7,211,446$102,641 ▼-1.4%47,4250.3%Consumer StaplesOPCHOption Care Health$7,051,779$7,051,779 ▲New Holding303,9560.3%MedicalShowing largest 100 holdings. 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