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Granite Investment Partners, LLC

All holdings · as of Jun 30, 2026

277 positions

CompanyClassValueShares% of portfolio
Axogen, Inc.—$260.4K5,6380.0%
EZCORP INC—$268.4K7,7640.0%
CULLEN/FROST BANKERS, INC.—$271.2K1,7550.0%
Amentum Holdings, Inc.—$273.8K13,2480.0%
NUCOR CORP—$274.9K1,2340.0%
U-Haul Holding Co—$288.5K5,0000.0%
UNIVERSAL HEALTH SERVICES INC—$297.4K2,0000.0%
GATX CORP—$301.8K1,7030.0%
REPLIGEN CORP—$305.6K2,2400.0%
Eton Pharmaceuticals, Inc.—$306.9K8,4790.0%
BWX Technologies, Inc.—$307.4K1,5790.0%
NEW YORK TIMES CO—$315.3K4,5060.0%
SPX Technologies, Inc.—$344.5K1,4050.0%
Tesla Inc—$346.6K8240.0%
BANK OF AMERICA CORP /DE—$349.0K6,1250.0%
ISHARES TR—$351.2K4,5550.0%
ADOBE INC.—$357.4K1,7430.0%
HEXCEL CORP /DE—$370.4K3,7020.0%
Commercial Vehicle Group, Inc.CVGICommon Stock$388.4K84,0780.0%
UNIVERSAL TECHNICAL INSTITUTE INC—$388.8K9,0910.0%
Honeywell Aerospace Inc.HONACommon Stock$391.4K1,7710.0%
3M CO—$394.9K2,4390.0%
HONEYWELL INTERNATIONAL INC—$396.4K1,7710.0%
Jazz Pharmaceuticals PLC—$396.6K1,6460.0%
IONIS PHARMACEUTICALS INC—$398.5K5,0260.0%
SCHWAB STRATEGIC TR—$436.0K12,0670.0%
FREEPORT-MCMORAN INC—$442.2K7,0320.0%
APi Group Corp—$446.8K10,5510.0%
Walmart Inc.—$453.2K4,0010.0%
1ST SOURCE CORP—$467.9K5,7360.0%
LOCKHEED MARTIN CORP—$473.8K9300.0%
Ralliant Corp—$474.8K6,4490.0%
Crown Castle Inc—$484.7K6,4010.0%
TOWER SEMICONDUCTOR LTD—$491.0K1,8840.0%
LINCOLN ELECTRIC HOLDINGS INC—$500.8K1,8860.0%
SYSCO CORP—$501.5K6,0000.0%
PAYCHEX INC—$502.4K5,1090.0%
COCA COLA CO—$511.3K6,2910.0%
Waters Corp—$527.3K1,4060.0%
Applied Industrial Technologies Inc—$559.3K1,6540.0%
Vishay Precision Group, Inc.—$568.9K3,7950.0%
Veralto Corp—$631.8K7,1240.0%
Mastercard Inc—$694.9K1,3530.0%
Salesforce Inc—$776.3K4,9550.0%
INTEL CORP—$804.8K5,7640.0%
Merck & Co., Inc.—$852.2K6,6320.0%
SCHWAB STRATEGIC TR—$929.6K33,5590.0%
ISHARES TR—$984.6K6,6390.1%
COLGATE PALMOLIVE CO—$1.06M11,5810.1%
EMERSON ELECTRIC CO—$1.12M7,8000.1%
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