Granite Investment Partners, LLC

All holdings · as of Jun 30, 2026

Company	Class	Value ↓	Shares	% of portfolio
GE Vernova Inc.	—	$64.83M	55,181	3.3%
Apple Inc.	—	$63.08M	218,008	3.2%
Alphabet Inc.	—	$57.71M	163,324	3.0%
MICROSOFT CORP	—	$50.82M	136,247	2.6%
GENERAL ELECTRIC CO	—	$46.86M	125,387	2.4%
NVIDIA Corp	—	$46.27M	231,229	2.4%
Amazon.com Inc	—	$42.05M	176,444	2.2%
Eaton Corp plc	—	$36.61M	85,925	1.9%
Rockwell Automation Inc	—	$33.23M	67,116	1.7%
ELI LILLY & Co	—	$32.38M	26,997	1.7%
Novanta Inc	—	$26.24M	161,754	1.3%
HUBBELL INC	—	$25.32M	48,387	1.3%
Wintrust Financial Corp	—	$24.64M	153,322	1.3%
Visa Inc	—	$24.41M	71,162	1.3%
DEERE & CO	—	$23.47M	37,000	1.2%
DigitalOcean Holdings, Inc.	—	$23.33M	148,584	1.2%
REGAL REXNORD CORP	—	$21.91M	91,975	1.1%
JPMORGAN CHASE & CO	—	$21.27M	64,986	1.1%
Callaway Golf Co	—	$20.84M	1,109,057	1.1%
Axsome Therapeutics, Inc.	—	$19.61M	80,124	1.0%
OLD DOMINION FREIGHT LINE, INC.	—	$19.60M	90,468	1.0%
ONTO INNOVATION INC.	—	$18.31M	48,384	0.9%
S&P Global Inc.	—	$18.27M	44,858	0.9%
LIGAND PHARMACEUTICALS INC	—	$17.11M	54,128	0.9%
CrowdStrike Holdings, Inc.	—	$16.89M	22,133	0.9%
COSTCO WHOLESALE CORP /NEW	—	$16.85M	18,007	0.9%
Herc Holdings Inc	—	$16.34M	113,985	0.8%
Adaptive Biotechnologies Corp	—	$16.24M	757,217	0.8%
DUCOMMUN INC /DE	—	$16.06M	86,703	0.8%
CASELLA WASTE SYSTEMS INC	—	$15.83M	163,245	0.8%
DELTA AIR LINES, INC.	—	$15.80M	168,671	0.8%
PACCAR INC	—	$15.72M	130,862	0.8%
Meta Platforms Inc	—	$15.70M	27,867	0.8%
POWER INTEGRATIONS INC	—	$15.61M	186,420	0.8%
ALLEGRO MICROSYSTEMS INC	—	$15.02M	215,679	0.8%
CORCEPT THERAPEUTICS INC	—	$14.98M	172,228	0.8%
Everus Construction Group, Inc.	—	$14.90M	89,767	0.8%
VERACYTE INC	—	$14.85M	252,923	0.8%
STRYKER CORP	—	$14.73M	46,801	0.8%
FirstCash Holdings, Inc.	—	$14.63M	67,614	0.7%
Guardant Health, Inc.	—	$14.37M	95,760	0.7%
The Boeing Company	—	$13.93M	64,342	0.7%
Saia Inc	—	$13.58M	32,248	0.7%
BADGER METER INC	—	$13.57M	91,485	0.7%
Hayward Holdings, Inc.	—	$13.42M	775,310	0.7%
OCEANEERING INTERNATIONAL INC	—	$13.31M	328,414	0.7%
Keysight Technologies, Inc.	—	$13.13M	37,521	0.7%
VSE CORP	—	$13.07M	57,200	0.7%
Veeco Instruments Inc	—	$13.02M	171,807	0.7%
TIMKEN CO	—	$13.00M	89,456	0.7%