Granite Investment Partners, LLC

All holdings · as of Jun 30, 2026

Company	Class	Value	Shares	% of portfolio
CUSHMAN AND WAKEFIELD LTD	—	$8.84M	659,859	0.5%
COGNEX CORP	—	$8.90M	122,963	0.5%
CHAMPION HOMES INC	—	$9.35M	106,118	0.5%
BIO-TECHNE Corp	—	$9.44M	133,572	0.5%
ANALOG DEVICES INC	—	$9.61M	24,193	0.5%
Napco Security Technologies Inc	—	$10.11M	266,069	0.5%
Element Solutions Inc	—	$10.15M	212,541	0.5%
NLIGHT, INC.	—	$10.30M	147,948	0.5%
Hawkins Inc	—	$10.44M	73,444	0.5%
Alphatec Holdings, Inc.ATEC	Common Stock	$10.50M	1,213,570	0.5%
Rush Enterprises Inc	—	$10.51M	143,955	0.5%
Crane Co	—	$10.86M	48,675	0.6%
Glaukos Corp	—	$10.92M	78,154	0.6%
Arlo Technologies, Inc.	—	$11.15M	826,906	0.6%
FNB CORP/PA	—	$11.20M	587,036	0.6%
HOME DEPOT, INC.	—	$11.24M	31,882	0.6%
Centuri Holdings, Inc.	—	$11.30M	373,787	0.6%
FIRST HAWAIIAN, INC.	—	$11.42M	389,857	0.6%
JOHNSON & JOHNSON	—	$11.44M	45,042	0.6%
AbbVie Inc.	—	$12.05M	47,889	0.6%
Krystal Biotech, Inc.	—	$12.20M	32,837	0.6%
ROGERS CORP	—	$12.24M	74,743	0.6%
ESTABLISHMENT LABS HOLDINGS INC.	—	$12.31M	143,485	0.6%
Dutch Bros Inc.	—	$12.37M	172,303	0.6%
ALBANY INTERNATIONAL CORP /DE	—	$12.45M	167,164	0.6%
Interparfums Inc	—	$12.59M	112,579	0.6%
Alphabet Inc.	—	$12.75M	35,691	0.7%
TIMKEN CO	—	$13.00M	89,456	0.7%
Veeco Instruments Inc	—	$13.02M	171,807	0.7%
VSE CORP	—	$13.07M	57,200	0.7%
Keysight Technologies, Inc.	—	$13.13M	37,521	0.7%
OCEANEERING INTERNATIONAL INC	—	$13.31M	328,414	0.7%
Hayward Holdings, Inc.	—	$13.42M	775,310	0.7%
BADGER METER INC	—	$13.57M	91,485	0.7%
Saia Inc	—	$13.58M	32,248	0.7%
The Boeing Company	—	$13.93M	64,342	0.7%
Guardant Health, Inc.	—	$14.37M	95,760	0.7%
FirstCash Holdings, Inc.	—	$14.63M	67,614	0.7%
STRYKER CORP	—	$14.73M	46,801	0.8%
VERACYTE INC	—	$14.85M	252,923	0.8%
Everus Construction Group, Inc.	—	$14.90M	89,767	0.8%
CORCEPT THERAPEUTICS INC	—	$14.98M	172,228	0.8%
ALLEGRO MICROSYSTEMS INC	—	$15.02M	215,679	0.8%
POWER INTEGRATIONS INC	—	$15.61M	186,420	0.8%
Meta Platforms Inc	—	$15.70M	27,867	0.8%
PACCAR INC	—	$15.72M	130,862	0.8%
DELTA AIR LINES, INC.	—	$15.80M	168,671	0.8%
CASELLA WASTE SYSTEMS INC	—	$15.83M	163,245	0.8%
DUCOMMUN INC /DE	—	$16.06M	86,703	0.8%
Adaptive Biotechnologies Corp	—	$16.24M	757,217	0.8%