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Granite Investment Partners, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,839,700,991
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $72,717,279
- MICROSOFT CORP · COM · 594918104 · shares: $68,859,265
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $56,183,239
- NVIDIA CORPORATION · COM · 67066G104 · shares: $54,785,393
- GE VERNOVA INC · COM · 36828A101 · shares: $53,615,983
- AMAZON COM INC · COM · 023135106 · shares: $45,154,700
- GE AEROSPACE · COM NEW · 369604301 · shares: $40,759,111
- EATON CORP PLC · SHS · G29183103 · shares: $38,046,953
- ELI LILLY & CO · COM · 532457108 · shares: $32,126,326
- ROCKWELL AUTOMATION INC · COM · 773903109 · shares: $30,527,081
Reported holdings
271 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | — | 326,997 shares | $6,503,970 |
| AAON INC | COM PAR $0.004 | 000360206 | — | 77,865 shares | $6,444,107 |
| FIRST INTST BANCSYSTEM INC | COM | 32055Y201 | — | 171,191 shares | $6,118,366 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 11,989 shares | $5,969,923 |
| MAMAS CREATIONS INC | COM | 56146T103 | — | 462,754 shares | $5,964,899 |
| LINDE PLC | SHS | G54950103 | — | 12,496 shares | $5,931,121 |
| KURA SUSHI USA INC | CL A COM | 501270102 | — | 142,989 shares | $5,835,381 |
| SERVICENOW INC | COM | 81762P102 | — | 42,180 shares | $5,652,542 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 50,468 shares | $5,571,667 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 189,095 shares | $5,542,374 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | — | 807,982 shares | $5,381,160 |
| DANAHER CORP DEL | COM | 235851102 | — | 24,104 shares | $5,340,307 |
| LITTELFUSE INC | COM | 537008104 | — | 12,319 shares | $5,220,053 |
| ARHAUS INC | COM CL A | 04035M102 | — | 549,399 shares | $5,202,809 |
| PEPSICO INC | COM | 713448108 | — | 40,601 shares | $5,144,959 |
| JFROG LTD | ORD SHS | M6191J100 | — | 52,573 shares | $5,101,684 |
| CITIGROUP INC | COM NEW | 172967424 | — | 39,157 shares | $5,070,105 |
| NEOGENOMICS INC | COM NEW | 64049M209 | — | 274,350 shares | $5,037,066 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 50,577 shares | $4,998,525 |
| WW GRAINGER INC | COM | 384802104 | — | 3,934 shares | $4,900,820 |
| DORMAN PRODS INC | COM | 258278100 | — | 39,524 shares | $4,845,642 |
| EXPONENT INC | COM | 30214U102 | — | 73,958 shares | $4,838,332 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 35,578 shares | $4,812,636 |
| AUTODESK INC | COM | 052769106 | — | 22,970 shares | $4,800,730 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 42,562 shares | $4,722,254 |
| HOME DEPOT INC | COM | 437076102 | — | 15,847 shares | $4,508,313 |
| ATRICURE INC | COM | 04963C209 | — | 80,108 shares | $4,502,070 |
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | — | 243,867 shares | $4,443,257 |
| CERTARA INC | COM | 15687V109 | — | 479,410 shares | $4,410,572 |
| JBT MAREL CORPORATION | COM | 477839104 | — | 39,591 shares | $4,180,414 |
| VERICEL CORP | COM | 92346J108 | — | 103,869 shares | $4,169,302 |
| PARSONS CORP DEL | COM | 70202L102 | — | 101,699 shares | $4,166,608 |
| LOUISIANA PAC CORP | COM | 546347105 | — | 62,303 shares | $4,021,659 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 12,395 shares | $4,006,932 |
| VISHAY PRECISION GROUP INC | COM | 92835K103 | — | 53,345 shares | $3,880,315 |
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | — | 82,243 shares | $3,767,552 |
| CHEVRON CORPORATION | COM | 166764100 | — | 17,701 shares | $3,614,721 |
| GLAUKOS CORP | COM | 377322102 | — | 21,576 shares | $3,542,563 |
| FLUOR CORP | COM | 343412102 | — | 73,212 shares | $3,505,391 |
| METHANEX CORP | COM | 59151K108 | — | 59,523 shares | $3,492,810 |
| ATS CORPORATION | COM | 00217Y104 | — | 192,259 shares | $3,470,275 |
| ENPHASE ENERGY INC | COM | 29355A107 | — | 102,980 shares | $3,397,310 |
| AMBARELLA INC | SHS | G037AX101 | — | 45,940 shares | $3,193,289 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 8,090 shares | $2,969,677 |
| NATIONAL VISION HLDGS INC | COM | 63845R107 | — | 181,290 shares | $2,969,530 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 | — | 43,631 shares | $2,963,418 |
| ORACLE CORP | COM | 68389X105 | — | 21,043 shares | $2,889,238 |
| AZZ INC | COM | 002474104 | — | 21,469 shares | $2,885,219 |
| AMERISAFE INC | COM | 03071H100 | — | 121,452 shares | $2,869,911 |
| ESCO TECHNOLOGIES INC | COM | 296315104 | — | 10,520 shares | $2,788,957 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | — | 57,368 shares | $2,665,891 |
| MOOG INC | CL A | 615394202 | — | 6,781 shares | $2,586,748 |
| WELLS FARGO & CO | COM | 949746101 | — | 30,587 shares | $2,448,489 |
| DISNEY WALT CO | COM | 254687106 | — | 23,214 shares | $2,435,149 |
| CISCO SYS INC | COM | 17275R102 | — | 22,369 shares | $2,407,575 |
| NLIGHT INC | COM | 65487K100 | — | 59,554 shares | $2,319,331 |
| SIMPSON MFG INC | COM | 829073105 | — | 13,568 shares | $2,318,500 |
| RTX CORPORATION | COM | 75513E101 | — | 12,422 shares | $2,306,144 |
| AMGEN INC | COM | 031162100 | — | 5,430 shares | $2,288,799 |
| HAYWARD HLDGS INC | COM | 421298100 | — | 181,562 shares | $2,222,319 |
| IDEXX LABS INC | COM | 45168D104 | — | 3,580 shares | $1,869,440 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 10,440 shares | $1,868,760 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 12,370 shares | $1,797,114 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 10,894 shares | $1,772,989 |
| UNION PAC CORP | COM | 907818108 | — | 6,354 shares | $1,729,114 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 27,336 shares | $1,621,298 |
| CHUBB LIMITED | COM | H1467J104 | — | 4,898 shares | $1,593,075 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 27,371 shares | $1,582,591 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 16,523 shares | $1,406,107 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 30,402 shares | $1,394,540 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 3,508 shares | $1,393,763 |
| MCDONALDS CORP | COM | 580135101 | — | 5,511 shares | $1,272,710 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 12,810 shares | $1,252,049 |
| DONALDSON INC | COM | 257651109 | — | 14,050 shares | $1,222,912 |
| EMERSON ELEC CO | COM | 291011104 | — | 7,800 shares | $1,209,780 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 7,710 shares | $1,163,131 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 60,726 shares | $1,156,830 |
| SALESFORCE INC | COM | 79466L302 | — | 4,955 shares | $1,137,519 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 5,899 shares | $1,125,647 |
| LOWES COS INC | COM | 548661107 | — | 6,000 shares | $1,105,740 |
| MERCK & CO INC | COM | 58933Y105 | — | 6,835 shares | $993,194 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 11,581 shares | $988,091 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 35,277 shares | $969,059 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,333 shares | $952,957 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 6,963 shares | $947,247 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 1,353 shares | $746,139 |
| INTEL CORP | COM | 458140100 | — | 5,764 shares | $693,006 |
| VERALTO CORP | COM SHS | 92338C103 | — | 6,808 shares | $642,131 |
| WATERS CORP | COM | 941848103 | — | 1,319 shares | $579,555 |
| BLACKROCK CORPOR HI YLD FD I | COM | 09255P107 | — | 72,134 shares | $565,532 |
| APPLIED INDL TECHNOLOGIES IN | COM | 03820C105 | — | 1,653 shares | $549,275 |
| COCA COLA CO | COM | 191216100 | — | 6,291 shares | $541,529 |
| BIO-TECHNE CORP | COM | 09073M104 | — | 7,305 shares | $529,393 |
| PAYCHEX INC | COM | 704326107 | — | 5,109 shares | $503,237 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 7,017 shares | $491,190 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 1,838 shares | $486,298 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 930 shares | $473,603 |
| SYSCO CORP | COM | 871829107 | — | 6,000 shares | $467,760 |
| RALLIANT CORP | COM | 750940108 | — | 6,449 shares | $446,077 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 | — | 1,880 shares | $427,568 |