Granite Investment Partners, LLC 13F Holdings · Q2 2026
Granite Investment Partners, LLC reported 277 securities worth $1.95B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GEV (3.32%), AAPL (3.23%), GOOG (2.96%). Among its top 25 positions this quarter: 5 added, 20 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | $64.8M | 3.32% | 55,181 | Trimmed |
| 2 | AAPL | APPLE INC | $63.1M | 3.23% | 218,008 | Trimmed |
| 3 | GOOG | ALPHABET INC | $57.7M | 2.96% | 163,324 | Added |
| 4 | MSFT | MICROSOFT CORP | $50.8M | 2.60% | 136,247 | Trimmed |
| 5 | GE | GE AEROSPACE | $46.9M | 2.40% | 125,387 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $46.3M | 2.37% | 231,229 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $42.1M | 2.15% | 176,444 | Trimmed |
| 8 | ETN | EATON CORP PLC | $36.6M | 1.88% | 85,925 | Trimmed |
| 9 | ROK | ROCKWELL AUTOMATION INC | $33.2M | 1.70% | 67,116 | Trimmed |
| 10 | LLY | ELI LILLY & CO | $32.4M | 1.66% | 26,997 | Trimmed |
| 11 | NOVT | NOVANTA INC | $26.2M | 1.34% | 161,754 | Added |
| 12 | HUBB | HUBBELL INC | $25.3M | 1.30% | 48,387 | Trimmed |
| 13 | WTFC | WINTRUST FINL CORP | $24.6M | 1.26% | 153,322 | Trimmed |
| 14 | V | VISA INC | $24.4M | 1.25% | 71,162 | Trimmed |
| 15 | DE | DEERE & CO | $23.5M | 1.20% | 37,000 | Trimmed |
| 16 | DOCN | DIGITALOCEAN HLDGS INC | $23.3M | 1.20% | 148,584 | Trimmed |
| 17 | RRX | REGAL REXNORD CORPORATION | $21.9M | 1.12% | 91,975 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $21.3M | 1.09% | 64,986 | Trimmed |
| 19 | CALY | CALLAWAY GOLF CO | $20.8M | 1.07% | 1.1M | Added |
| 20 | AXSM | AXSOME THERAPEUTICS INC. | $19.6M | 1.00% | 80,124 | Trimmed |
| 21 | ODFL | OLD DOMINION FREIGHT LINE IN | $19.6M | 1.00% | 90,468 | Added |
| 22 | ONTO | ONTO INNOVATION INC | $18.3M | 0.94% | 48,384 | Trimmed |
| 23 | SPGI | S&P GLOBAL INC | $18.3M | 0.94% | 44,858 | Trimmed |
| 24 | LGND | LIGAND PHARMACEUTICALS INC | $17.1M | 0.88% | 54,128 | Trimmed |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $16.9M | 0.87% | 22,133 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR