Granite Investment Partners, LLC
278 holdingsFiling period: 2026-06-30Current AUM: $1.87Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | 55.2K | $64.8M | $47.2M | 2.52% | -1,300 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 218.0K | $63.1M | $75.0M | 4.01% | -1,040 | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 163.3K | $57.7M | $51.3M | 2.74% | +145 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 136.2K | $50.8M | $72.6M | 3.88% | -3,562 | 2026-06-30 |
| 5 | GE | GE Aerospace | 125.4K | $46.9M | $36.2M | 1.93% | -921 | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation | 231.2K | $46.3M | $49.9M | 2.67% | -1,722 | 2026-06-30 |
| 7 | AMZN | Amazon.com Inc | 176.4K | $42.1M | $43.9M | 2.35% | -1,691 | 2026-06-30 |
| 8 | — | Eaton Corp PLC | 85.9K | $36.6M | $36.6M | 1.96% | -274 | 2026-06-30 |
| 9 | ROK | Rockwell Automation Inc | 67.1K | $33.2M | $28.9M | 1.54% | -335 | 2026-06-30 |
| 10 | LLY | Eli Lilly & Co | 27.0K | $32.4M | $34.5M | 1.85% | -142 | 2026-06-30 |
| 11 | NOVT | Novanta Inc | 161.8K | $26.2M | $23.3M | 1.25% | +47.5K | 2026-06-30 |
| 12 | HUBB | Hubbell Inc | 48.4K | $25.3M | $22.2M | 1.19% | -7 | 2026-06-30 |
| 13 | WTFC | Wintrust Finl Corp | 153.3K | $24.6M | $23.2M | 1.24% | -131 | 2026-06-30 |
| 14 | V | Visa Inc | 71.2K | $24.4M | $28.8M | 1.54% | -800 | 2026-06-30 |
| 15 | DE | Deere & Co | 37.0K | $23.5M | $23.7M | 1.27% | -363 | 2026-06-30 |
| 16 | DOCN | Digitalocean Hldgs Inc | 148.6K | $23.3M | $14.8M | 0.79% | -19,727 | 2026-06-30 |
| 17 | RRX | Regal Rexnord Corporation | 92.0K | $21.9M | $13.8M | 0.74% | +15.4K | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 65.0K | $21.3M | $21.7M | 1.16% | -30 | 2026-06-30 |
| 19 | CALY | Callaway Golf Co | 1.11M | $20.8M | $15.8M | 0.85% | +358.5K | 2026-06-30 |
| 20 | AXSM | Axsome Therapeutics Inc. | 80.1K | $19.6M | $11.5M | 0.62% | -175 | 2026-06-30 |
| 21 | ODFL | Old Dominion Freight Line in | 90.5K | $19.6M | $16.5M | 0.88% | +376 | 2026-06-30 |
| 22 | ONTO | Onto Innovation Inc | 48.4K | $18.3M | $9.8M | 0.53% | -20,053 | 2026-06-30 |
| 23 | SPGI | S&P Global Inc | 44.9K | $18.3M | $20.2M | 1.08% | -326 | 2026-06-30 |
| 24 | LGND | Ligand Pharmaceuticals Inc | 54.1K | $17.1M | $16.7M | 0.89% | -27 | 2026-06-30 |
| 25 | CRWD | Crowdstrike Hldgs Inc | 22.1K | $16.9M | $23.2M | 1.24% | -374 | 2026-06-30 |
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