Granite Investment Partners, LLC Top Holdings and 13F Report (2026)

About Granite Investment Partners, LLC

Investment Activity

Granite Investment Partners, LLC has $1.63 billion in total holdings as of March 31, 2026.
Granite Investment Partners, LLC owns shares of 263 different stocks, but just 90 companies or ETFs make up 80% of its holdings.
Approximately 9.74% of the portfolio was purchased this quarter.
About 11.12% of the portfolio was sold this quarter.
This quarter, Granite Investment Partners, LLC has purchased 244 new stocks and bought additional shares in 92 stocks.
Granite Investment Partners, LLC sold shares of 98 stocks and completely divested from 21 stocks this quarter.

Largest Holdings

Apple: $55,592,206
Microsoft: $51,753,008
GE VERNOVA INC: $49,302,075
Alphabet: $46,809,511
NVIDIA: $40,626,654

Largest New Holdings this Quarter

86333M108 - Stride: $9,416,556 Holding
056525108 - Badger Meter: $9,302,519 Holding
03783C100 - AppFolio: $7,697,513 Holding
126402106 - CSW INDUSTRIALS INC: $7,577,666 Holding
28618M106 - Element Solutions: $7,239,558 Holding

Largest Purchases this Quarter

Stride: 106,800 shares (about $9.42M)
Badger Meter: 61,060 shares (about $9.30M)
AppFolio: 48,774 shares (about $7.70M)
CSW INDUSTRIALS INC: 29,080 shares (about $7.58M)
Element Solutions: 212,055 shares (about $7.24M)

Largest Sales this Quarter

Exponent: 130,027 shares (about $8.48M)
Parsons: 138,282 shares (about $7.49M)
Freshpet: 119,051 shares (about $7.02M)
Powell Industries: 12,620 shares (about $6.83M)
Guardant Health: 62,473 shares (about $5.77M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$55,592,206	$5,092,298 ▲	10.1%	219,048	3.4%	Computer and Technology
MSFT Microsoft	$51,753,008	$2,812,177 ▼	-5.2%	139,809	3.2%	Computer and Technology
GE VERNOVA INC	$49,302,075	$1,479,560 ▼	-2.9%	56,481	3.0%	COM
GOOG Alphabet	$46,809,511	$1,539,003 ▼	-3.2%	163,179	2.9%	Computer and Technology
NVDA NVIDIA	$40,626,654	$31,392 ▲	0.1%	232,951	2.5%	Computer and Technology
AMZN Amazon.com	$37,100,176	$120,172 ▲	0.3%	178,135	2.3%	Retail/Wholesale
GE GE Aerospace	$35,842,356	$515,325 ▲	1.5%	126,308	2.2%	Aerospace
ETN Eaton	$30,830,796	$1,517,594 ▼	-4.7%	86,199	1.9%	Industrials
LLY Eli Lilly and Company	$24,961,638	$242,819 ▼	-1.0%	27,139	1.5%	Medical
ROK Rockwell Automation	$24,206,815	$722,784 ▲	3.1%	67,451	1.5%	Computer and Technology
HUBB Hubbell	$23,748,872	$221,324 ▲	0.9%	48,394	1.5%	Industrials
V Visa	$21,749,795	$378,102 ▼	-1.7%	71,962	1.3%	Business Services
WTFC Wintrust Financial	$21,320,695	$1,324,789 ▼	-5.9%	153,453	1.3%	Finance
DE Deere & Company	$21,046,578	$58,583 ▼	-0.3%	37,363	1.3%	Industrials
SPGI S&P Global	$19,218,563	$250,951 ▲	1.3%	45,184	1.2%	Finance
JPM JPMorgan Chase & Co.	$19,125,107	$152,375 ▲	0.8%	65,016	1.2%	Finance
COST Costco Wholesale	$18,261,573	$442,415 ▲	2.5%	18,327	1.1%	Retail/Wholesale
MEOH Methanex	$18,078,190	$632,255 ▼	-3.4%	303,631	1.1%	Basic Materials
TSEM Tower Semiconductor	$18,049,171	$1,012,695 ▼	-5.3%	102,856	1.1%	Computer and Technology
ODFL Old Dominion Freight Line	$17,603,977	$3,495,120 ▲	24.8%	90,092	1.1%	Transportation
POWI Power Integrations	$16,636,216	$1,541,376 ▼	-8.5%	324,926	1.0%	Computer and Technology
META Meta Platforms	$16,132,350	$124,724 ▲	0.8%	28,197	1.0%	Computer and Technology
SYK Stryker	$15,538,364	$2,860,047 ▼	-15.5%	47,288	1.0%	Medical
PCAR PACCAR	$14,975,210	$1,311,497 ▲	9.6%	129,656	0.9%	Auto/Tires/Trucks
DIGITALOCEAN HLDGS INC	$14,437,718	$3,223,012 ▼	-18.2%	168,311	0.9%	COM
FNB F.N.B.	$14,405,216	$880,542 ▼	-5.8%	861,556	0.9%	Finance
RRX Regal Rexnord	$14,332,506	$2,124,465 ▲	17.4%	76,538	0.9%	Industrials
ONTO Onto Innovation	$14,034,376	$779,676 ▼	-5.3%	68,437	0.9%	Computer and Technology
AXSM Axsome Therapeutics	$13,572,137	$776,647 ▼	-5.4%	80,299	0.8%	Medical
NOVT Novanta	$13,492,178	$98,504 ▲	0.7%	114,234	0.8%	Computer and Technology
ATEC Alphatec	$13,003,297	$587,988 ▲	4.7%	1,195,156	0.8%	Medical
CWST Casella Waste Systems	$12,978,675	$717,075 ▼	-5.2%	163,583	0.8%	Business Services
FCFS FirstCash	$12,728,352	$773,432 ▼	-5.7%	67,704	0.8%	Business Services
TRN Trinity Industries	$12,284,006	$685,724 ▼	-5.3%	381,728	0.8%	Transportation
BA Boeing	$12,150,383	$3,164,776 ▲	35.2%	61,048	0.7%	Aerospace
GKOS Glaukos	$12,044,140	$804,328 ▼	-6.3%	111,872	0.7%	Medical
POWL Powell Industries	$11,854,522	$6,828,430 ▼	-36.5%	21,909	0.7%	Industrials
OII Oceaneering International	$11,600,570	$3,145,231 ▲	37.2%	327,053	0.7%	Energy
AAON AAON	$11,521,798	$864,077 ▼	-7.0%	139,236	0.7%	Construction
HWKN Hawkins	$11,286,528	$689,357 ▼	-5.8%	73,480	0.7%	Basic Materials
ZETA GLOBAL HOLDINGS CORP	$11,146,659	$682,650 ▼	-5.8%	700,167	0.7%	CL A
JNJ Johnson & Johnson	$11,010,800	$205,330 ▼	-1.8%	45,045	0.7%	Medical
LGND Ligand Pharmaceuticals	$10,812,046	$752,880 ▼	-6.5%	54,155	0.7%	Medical
VSEC VSE	$10,574,060	$600,223 ▼	-5.4%	57,343	0.7%	Construction
NSSC NAPCO Security Technologies	$10,537,849	$526,053 ▼	-4.8%	267,526	0.6%	Industrials
KEYS Keysight Technologies	$10,516,871	$387,976 ▲	3.8%	37,245	0.6%	Computer and Technology
EVERUS CONSTR GROUP	$10,426,941	$624,419 ▼	-5.7%	88,319	0.6%	COM
ABBV AbbVie	$10,420,816	$219,230 ▲	2.1%	47,914	0.6%	Medical
CALLAWAY GOLF CO	$10,417,925	$6,721,209 ▲	181.8%	750,571	0.6%	COM
HAYW Hayward	$10,334,137	$313,681 ▼	-2.9%	772,357	0.6%	Computer and Technology
LASR nLight	$10,113,010	$539,181 ▼	-5.1%	177,359	0.6%	Computer and Technology
GOOGL Alphabet	$9,838,003	$186,914 ▲	1.9%	34,212	0.6%	Computer and Technology
SHW Sherwin-Williams	$9,825,178	$2,646,461 ▼	-21.2%	30,651	0.6%	Basic Materials
HD Home Depot	$9,647,330	$1,984,851 ▲	25.9%	29,333	0.6%	Retail/Wholesale
AGYS Agilysys	$9,627,305	$544,790 ▼	-5.4%	135,329	0.6%	Computer and Technology
VCYT Veracyte	$9,617,552	$1,689,382 ▼	-14.9%	298,589	0.6%	Medical
FHB First Hawaiian	$9,610,635	$641,650 ▼	-6.3%	390,042	0.6%	Finance
SAIA Saia	$9,515,824	$2,632,492 ▲	38.2%	27,089	0.6%	Transportation
RUSHA Rush Enterprises	$9,494,652	$5,258,059 ▲	124.1%	143,619	0.6%	Retail/Wholesale
LRN Stride	$9,416,556	$9,416,556 ▲	New Holding	106,800	0.6%	Consumer Discretionary
APLS Apellis Pharmaceuticals	$9,330,021	$3,828,971 ▼	-29.1%	231,917	0.6%	Medical
BMI Badger Meter	$9,302,519	$9,302,519 ▲	New Holding	61,060	0.6%	Computer and Technology
ARLO Arlo Technologies	$9,262,549	$501,551 ▼	-5.1%	650,917	0.6%	Computer and Technology
EYE National Vision	$8,860,338	$489,924 ▼	-5.2%	342,098	0.5%	Consumer Staples
GH Guardant Health	$8,842,211	$5,770,631 ▼	-39.5%	95,726	0.5%	Medical
CRWD CrowdStrike	$8,786,958	$267,431 ▼	-3.0%	22,507	0.5%	Computer and Technology
ECL Ecolab	$8,631,285	$140,991 ▼	-1.6%	32,446	0.5%	Basic Materials
LMB Limbach	$8,606,495	$1,449,545 ▲	20.3%	110,269	0.5%	Construction
WCC WESCO International	$8,526,029	$470,628 ▼	-5.2%	31,160	0.5%	Computer and Technology
BDC Belden	$8,365,366	$511,912 ▼	-5.8%	72,850	0.5%	Industrials
TRNO Terreno Realty	$8,317,251	$504,750 ▼	-5.7%	135,416	0.5%	Finance
ESTA Establishment Labs	$8,150,712	$451,174 ▼	-5.2%	143,549	0.5%	Medical
CUSHMAN AND WAKEFIELD LTD	$8,096,872	$534,769 ▼	-6.2%	660,430	0.5%	COMMON SHARES
SKY Champion Homes	$7,891,921	$3,037,196 ▼	-27.8%	106,117	0.5%	Construction
APPF AppFolio	$7,697,513	$7,697,513 ▲	New Holding	48,774	0.5%	Computer and Technology
ESAB ESAB	$7,584,738	$433,715 ▼	-5.4%	78,468	0.5%	Industrials
CSW INDUSTRIALS INC	$7,577,666	$7,577,666 ▲	New Holding	29,080	0.5%	COM
ADP Automatic Data Processing	$7,301,680	$439,682 ▼	-5.7%	35,937	0.4%	Computer and Technology
KRUS Kura Sushi USA	$7,258,090	$369,957 ▼	-4.8%	103,999	0.4%	Retail/Wholesale
ESI Element Solutions	$7,239,558	$7,239,558 ▲	New Holding	212,055	0.4%	Basic Materials
CGNX Cognex	$7,201,628	$7,201,628 ▲	New Holding	147,002	0.4%	Computer and Technology
TECH Bio-Techne	$7,188,965	$1,711,718 ▲	31.3%	137,562	0.4%	Medical
BLACKROCK INC	$7,177,242	$51,932 ▼	-0.7%	7,463	0.4%	COM
FND Floor & Decor	$7,047,281	$3,277,413 ▲	86.9%	138,726	0.4%	Retail/Wholesale
PAY Paymentus	$6,981,038	$423,215 ▼	-5.7%	274,844	0.4%	Business Services
ADPT Adaptive Biotechnologies	$6,940,847	$6,940,847 ▲	New Holding	500,061	0.4%	Medical
ADI Analog Devices	$6,774,791	$167,660 ▼	-2.4%	21,295	0.4%	Computer and Technology
ESQ Esquire Financial	$6,593,405	$6,593,405 ▲	New Holding	61,334	0.4%	Finance
DAL Delta Air Lines	$6,527,538	$5,220,142 ▲	399.3%	98,188	0.4%	Transportation
PEP PepsiCo	$6,459,132	$367,261 ▼	-5.4%	41,594	0.4%	Consumer Staples
BROS Dutch Bros	$6,326,471	$75,939 ▲	1.2%	124,881	0.4%	Retail/Wholesale
PRCT PROCEPT BioRobotics	$6,303,220	$340,261 ▼	-5.1%	252,028	0.4%	Medical
KRYS Krystal Biotech	$6,273,043	$381,280 ▼	-5.7%	24,284	0.4%	Medical
ELF e.l.f. Beauty	$6,208,464	$2,174,869 ▲	53.9%	102,433	0.4%	Consumer Staples
NVT nVent Electric	$6,196,098	$7,806 ▲	0.1%	52,385	0.4%	Computer and Technology
LINDE PLC	$6,194,907	$134,349 ▲	2.2%	12,496	0.4%	SHS
FRPT Freshpet	$6,127,064	$7,019,247 ▼	-53.4%	103,919	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$5,840,969	$249,663 ▲	4.5%	12,189	0.4%	Finance
FIBK First Interstate BancSystem	$5,755,989	$170,641 ▲	3.1%	172,335	0.4%	Finance
AIN Albany International	$5,660,608	$2,369,760 ▲	72.0%	108,420	0.3%	Industrials

Showing largest 100 holdings. View all holdings.

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Granite Investment Partners, LLC Top Holdings and 13F Report (2026)

About Granite Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Granite Investment Partners, LLC Top Holdings and 13F Report (2026)

About Granite Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGranite Investment Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools