Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Granite Investment Partners, LLC (CIK 1542266) reported $1.95B across 277 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GEV ($64.8M, 3.32%), AAPL ($63.1M, 3.23%), GOOG ($57.7M, 2.96%), MSFT ($50.8M, 2.60%), GE ($46.9M, 2.40%). Source: SEC Form 13F.
| 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 | DOCN | DIGITALOCEAN HLDGS INC | $23.3M | 1.20% | 148,584 | Trimmed |
| 16 | DE | DEERE & CO | $23.5M | 1.20% | 37,000 | 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 | ODFL | OLD DOMINION FREIGHT LINE IN | $19.6M | 1.00% | 90,468 | Added |
| 21 | AXSM | AXSOME THERAPEUTICS INC. | $19.6M | 1.00% | 80,124 | Trimmed |
| 22 | SPGI | S&P GLOBAL INC | $18.3M | 0.94% | 44,858 | Trimmed |
| 23 | ONTO | ONTO INNOVATION INC | $18.3M | 0.94% | 48,384 | 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