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 $1.63B across 262 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($55.6M, 3.42%), MSFT ($51.8M, 3.18%), GEV ($49.3M, 3.03%), GOOG ($46.8M, 2.88%), NVDA ($40.6M, 2.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $55.6M | 3.42% | 219,048 | Added |
| 2 | MSFT | MICROSOFT CORP | $51.8M | 3.18% | 139,809 | Trimmed |
| 3 | GEV | GE VERNOVA INC | $49.3M | 3.03% | 56,481 | Trimmed |
| 4 | GOOG | ALPHABET INC | $46.8M | 2.88% | 163,179 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $40.6M | 2.50% | 232,951 | Added |
| 6 | AMZN | AMAZON COM INC | $37.1M | 2.28% | 178,135 | Added |
| 7 | GE | GE AEROSPACE | $35.8M | 2.20% | 126,308 | Added |
| 8 | ETN | EATON CORP PLC | $30.8M | 1.90% | 86,199 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $25.0M | 1.53% | 27,139 | Trimmed |
| 10 | ROK | ROCKWELL AUTOMATION INC | $24.2M | 1.49% | 67,451 | Added |
| 11 | HUBB | HUBBELL INC | $23.7M | 1.46% | 48,394 | Added |
| 12 | V | VISA INC | $21.7M | 1.34% | 71,962 | Trimmed |
| 13 | WTFC | WINTRUST FINL CORP | $21.3M | 1.31% | 153,453 | Trimmed |
| 14 | DE | DEERE & CO | $21.0M | 1.29% | 37,363 | Trimmed |
| 15 | SPGI | S&P GLOBAL INC | $19.2M | 1.18% | 45,184 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $19.1M | 1.18% | 65,016 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $18.3M | 1.12% | 18,327 | Added |
| 18 | MEOH | METHANEX CORP | $18.1M | 1.11% | 303,631 | Trimmed |
| 19 | TSEM | TOWER SEMICONDUCTOR LTD | $18.0M | 1.11% | 102,856 | Trimmed |
| 20 | ODFL | OLD DOMINION FREIGHT LINE IN | $17.6M | 1.08% | 90,092 | Added |
| 21 | POWI | POWER INTEGRATIONS INC | $16.6M | 1.02% | 324,926 | Trimmed |
| 22 | META | META PLATFORMS INC | $16.1M | 0.99% | 28,197 | Added |
| 23 | SYK | STRYKER CORPORATION | $15.5M | 0.96% | 47,288 | Trimmed |
| 24 | PCAR | PACCAR INC | $15.0M | 0.92% | 129,656 | Added |
| 25 | FNB | F N B CORP | $14.4M | 0.89% | 861,556 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31