Institutions / Granite Investment Partners, LLC
Granite Investment Partners, LLC
CIK 1542266 · Institution · as of Jun 30, 2026
Portfolio value
$1.95B
Positions
277
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.95B+15.7%Positions
277+13.5%Top holdings
Jun 30, 2026View all 277 →
| Company | Value | % of portfolio |
|---|---|---|
| GE Vernova Inc. | $64.83M | 3.3% |
| Apple Inc. | $63.08M | 3.2% |
| Alphabet Inc. | $57.71M | 3.0% |
| Microsoft Corp | $50.82M | 2.6% |
| General Electric Co | $46.86M | 2.4% |
| NVIDIA Corp | $46.27M | 2.4% |
| Amazon.com Inc | $42.05M | 2.2% |
| Eaton Corp plc | $36.61M | 1.9% |
| Rockwell Automation Inc | $33.23M | 1.7% |
| ELI LILLY & Co | $32.38M | 1.7% |
| Novanta Inc | $26.24M | 1.3% |
| Hubbell Inc | $25.32M | 1.3% |
| Wintrust Financial Corp | $24.64M | 1.3% |
| Visa Inc | $24.41M | 1.3% |
| Deere & Co | $23.47M | 1.2% |
| DigitalOcean Holdings, Inc. | $23.33M | 1.2% |
| Regal Rexnord Corp | $21.91M | 1.1% |
| JPMORGAN CHASE & CO | $21.27M | 1.1% |
| Callaway Golf Co | $20.84M | 1.1% |
| Axsome Therapeutics, Inc. | $19.61M | 1.0% |
| Old Dominion Freight Line, Inc. | $19.60M | 1.0% |
| Onto Innovation Inc. | $18.31M | 0.9% |
| S&P Global Inc. | $18.27M | 0.9% |
| Ligand Pharmaceuticals Inc | $17.11M | 0.9% |
| CrowdStrike Holdings, Inc. | $16.89M | 0.9% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Trim | M87915274 | $-27.82M | -107K -98.27% | 1,884 0.03% of portfolio | medium |
| Q2 2026 as of | New | Herc Holdings Inc | $16.34M | +114K | 113,985 0.84% of portfolio | medium |
| Q2 2026 as of | New | Adaptive Biotechnologies Corp | $16.24M | +757K | 757,217 0.83% of portfolio | medium |
| Q2 2026 as of | New | Ducommun Inc /De | $16.06M | +87K | 86,703 0.82% of portfolio | medium |
| Q2 2026 as of | Add | Callaway Golf Co | $15.83M | +843K +316.42% | 1,109,057 1.07% of portfolio | medium |
| Q2 2026 as of | Exit | CBIZ, Inc. | $-15.28M | -303K -100.00% | — | medium |
| Q2 2026 as of | New | Allegro Microsystems Inc | $15.02M | +216K | 215,679 0.77% of portfolio | medium |
| Q2 2026 as of | New | Corcept Therapeutics Inc | $14.98M | +172K | 172,228 0.77% of portfolio | medium |
| Q2 2026 as of | Trim | Power Integrations Inc | $-14.12M | -169K -47.49% | 186,420 0.80% of portfolio | medium |
| Q2 2026 as of | Add | Delta Air Lines, Inc. | $13.96M | +149K +757.68% | 168,671 0.81% of portfolio | medium |