Granite Investment Partners, LLC 13F Holdings

CIK 0001542266 · Los Angeles, CA

As of Sep 30, 2025, Granite Investment Partners, LLC reported 249 positions worth .7B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology144,731$75.0M4.29%
APPLE INCAAPLTechnology190,664$48.5M2.78%
NVIDIA CORPNVDATechnology247,208$46.1M2.64%
ALPHABET INCGOOGEquity170,954$41.6M2.38%
AMAZON.COM INCAMZNEquity184,118$40.4M2.32%
GE AEROSPACEGEIndustrials126,152$37.9M2.17%
GE VERNOVA INCGEVUtilities59,326$36.5M2.09%
EATON CORP PLCETNIndustrials93,084$34.8M2.00%
VISA INC-CLASS A SHARESVFinancial Services76,020$26.0M1.49%
WINTRUST FINANCIAL CORPWTFCFinancial Services190,964$25.3M1.45%
ROCKWELL AUTOMATION INCROKIndustrials67,006$23.4M1.34%
TOWER SEMICONDUCTOR LTDTSEMTechnology317,733$23.0M1.32%
META PLATFORMS INCMETACommunication Services30,894$22.7M1.30%
HUBBELL INCHUBBIndustrials52,060$22.4M1.28%
S&P GLOBAL INCSPGIFinancial Services45,149$22.0M1.26%
STRYKER CORPSYKHealthcare58,118$21.5M1.23%
ELI LILLY & COLLYHealthcare28,010$21.4M1.22%
JPMORGAN CHASE & COJPMFinancial Services65,366$20.6M1.18%
ALPHATEC HOLDINGS INCATECHealthcare1,380,030$20.1M1.15%
AGILYSYS INCAGYSTechnology170,335 7.9M1.03%
SHERWIN WILLIAMS COSHWBasic Materials51,721 7.9M1.03%
DEERE & CODEIndustrials38,292 7.5M1.00%
COSTCO WHOLESALE CORPCOSTConsumer Defensive18,215 6.9M0.97%
AMICUS THERAPEUTICS INCFOLDHealthcare2,118,696 6.7M0.96%
VERACYTE INCVCYTHealthcare476,983 6.4M0.94%