Granite Investment Partners, LLC
264 holdingsFiling period: 2026-03-31Current AUM: $1.88Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 219.0K | $55.6M | $67.7M | 3.60% | +20.1K | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 139.8K | $51.8M | $65.0M | 3.46% | -7,597 | 2026-03-31 |
| 3 | GEV | GE VERNOVA INC | 56.5K | $49.3M | $55.9M | 2.98% | -1,695 | 2026-03-31 |
| 4 | GOOG | ALPHABET INC | 163.2K | $46.8M | $58.2M | 3.10% | -5,365 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 233.0K | $40.6M | $46.8M | 2.49% | +180 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 178.1K | $37.1M | $48.4M | 2.58% | +577 | 2026-03-31 |
| 7 | GE | GE AEROSPACE | 126.3K | $35.8M | $45.5M | 2.42% | +1.8K | 2026-03-31 |
| 8 | — | EATON CORP PLC | 86.2K | $30.8M | $30.8M | 1.64% | -4,243 | 2026-03-31 |
| 9 | LLY | ELI LILLY & CO | 27.1K | $25.0M | $31.2M | 1.66% | -264 | 2026-03-31 |
| 10 | ROK | ROCKWELL AUTOMATION INC | 67.5K | $24.2M | $32.4M | 1.72% | +2.0K | 2026-03-31 |
| 11 | HUBB | HUBBELL INC | 48.4K | $23.7M | $22.9M | 1.22% | +451 | 2026-03-31 |
| 12 | V | VISA INC | 72.0K | $21.7M | $26.3M | 1.40% | -1,251 | 2026-03-31 |
| 13 | WTFC | WINTRUST FINL CORP | 153.5K | $21.3M | $24.5M | 1.30% | -9,535 | 2026-03-31 |
| 14 | DE | DEERE & CO | 37.4K | $21.0M | $22.1M | 1.18% | -104 | 2026-03-31 |
| 15 | SPGI | S&P GLOBAL INC | 45.2K | $19.2M | $18.6M | 0.99% | +590 | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 65.0K | $19.1M | $22.9M | 1.22% | +518 | 2026-03-31 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | 18.3K | $18.3M | $17.4M | 0.93% | +444 | 2026-03-31 |
| 18 | MEOH | METHANEX CORP | 303.6K | $18.1M | $16.9M | 0.90% | -10,619 | 2026-03-31 |
| 19 | — | TOWER SEMICONDUCTOR LTD | 102.9K | $18.0M | $18.0M | 0.96% | -5,771 | 2026-03-31 |
| 20 | ODFL | OLD DOMINION FREIGHT LINE IN | 90.1K | $17.6M | $19.1M | 1.02% | +17.9K | 2026-03-31 |
| 21 | POWI | POWER INTEGRATIONS INC | 324.9K | $16.6M | $19.7M | 1.05% | -30,105 | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 28.2K | $16.1M | $15.7M | 0.84% | +218 | 2026-03-31 |
| 23 | SYK | STRYKER CORPORATION | 47.3K | $15.5M | $15.4M | 0.82% | -8,704 | 2026-03-31 |
| 24 | PCAR | PACCAR INC | 129.7K | $15.0M | $17.2M | 0.92% | +11.4K | 2026-03-31 |
| 25 | DOCN | DIGITALOCEAN HLDGS INC | 168.3K | $14.4M | $19.8M | 1.05% | -37,573 | 2026-03-31 |
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