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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) |
|---|---|---|---|---|---|
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 2,017 shares | $426,051 |
| REPLIGEN CORP | COM | 759916109 | — | 2,202 shares | $423,290 |
| WALMART INC | COM | 931142103 | — | 4,001 shares | $415,784 |
| API GROUP CORP | COM STK | 00187Y100 | — | 10,538 shares | $406,767 |
| ETON PHARMACEUTICALS INC | COM | 29772L108 | — | 7,851 shares | $404,248 |
| CROWN CASTLE INC | COM | 22822V101 | — | 6,021 shares | $401,278 |
| 3M CO | COM | 88579Y101 | — | 2,439 shares | $400,362 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 12,067 shares | $393,746 |
| ORION ENERGY SYS INC | COM NEW | 686275207 | — | 12,660 shares | $386,130 |
| HONEYWELL INTL INC | COM | 438516205 | — | 1,768 shares | $372,942 |
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | — | 2,000 shares | $348,520 |
| BANK OF AMER CORP | COM | 060505104 | — | 6,125 shares | $333,384 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 4,555 shares | $327,732 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 1,369 shares | $316,951 |
| HEXCEL CORP NEW | COM | 428291108 | — | 3,698 shares | $310,336 |
| SHELL PLC | SPON ADS | 780259305 | — | 3,158 shares | $300,168 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,440 shares | $293,170 |
| TESLA INC | COM | 88160R101 | — | 824 shares | $292,363 |
| NUCOR CORP | COM | 670346105 | — | 1,234 shares | $288,448 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 4,500 shares | $286,650 |
| GATX CORP | COM | 361448103 | — | 1,661 shares | $282,403 |
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | — | 18,908 shares | $280,217 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,768 shares | $273,987 |
| CULLEN FROST BANKERS INC | COM | 229899109 | — | 1,753 shares | $267,631 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 15,114 shares | $259,205 |
| JONES LANG LASALLE INC | COM | 48020Q107 | — | 840 shares | $256,637 |
| XYLEM INC | COM | 98419M100 | — | 2,533 shares | $256,517 |
| COMMERCIAL VEH GROUP INC | COM | 202608105 | — | 84,369 shares | $247,201 |
| AMENTUM HOLDINGS INC | COM | 023939101 | — | 13,248 shares | $240,054 |
| SPX TECHNOLOGIES INC | COM | 78473E103 | — | 1,404 shares | $238,062 |
| ETHOS TECHNOLOGIES INC | CL A | 29765A101 | — | 7,003 shares | $235,091 |
| CENTRAL PAC FINL CORP | COM NEW | 154760409 | — | 6,492 shares | $232,998 |
| WEST COAST COMMUNITY BANCORP | COM | 952170108 | — | 3,630 shares | $219,252 |
| CORE MOLDING TECHNOLOGIES IN | COM | 218683100 | — | 9,555 shares | $217,376 |
| KELLY SVCS INC | CL A | 488152208 | — | 13,320 shares | $215,917 |
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 | — | 10,748 shares | $214,423 |
| PRIMERICA INC | COM | 74164M108 | — | 787 shares | $214,371 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 1,538 shares | $210,706 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 589 shares | $209,984 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 516 shares | $209,821 |
| FASTENAL CO | COM | 311900104 | — | 4,197 shares | $207,877 |
| ISHARES TR | MRGSTR MD CP GRW | 464288307 | — | 2,210 shares | $207,480 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,090 shares | $205,007 |
| MARTEN TRANS LTD | COM | 573075108 | — | 11,953 shares | $154,433 |
| NPK INTERNATIONAL INC | COM SHS | 651718504 | — | 13,195 shares | $150,687 |
| MATERIALISE NV | SPONSORED ADS | 57667T100 | — | 16,975 shares | $145,306 |
| DHI GROUP INC | COM | 23331S100 | — | 30,815 shares | $144,831 |
| FUNKO INC | COM CL A | 361008105 | — | 26,266 shares | $142,099 |
| CPI AEROSTRUCTURES INC | COM NEW | 125919308 | — | 23,056 shares | $119,430 |
| STARLING ONCOLOGY INC | COM | 68236X100 | — | 18,218 shares | $115,138 |
| RADIANT LOGISTICS INC | COM | 75025X100 | — | 12,803 shares | $111,258 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 950 shares | $98,696 |
| EVOLV TECHNOLOGIES HLDNGS IN | COM CL A | 30049H102 | — | 20,634 shares | $95,948 |
| PIMCO CALIF MUN INCOME FD | COM | 72200N106 | — | 12,108 shares | $93,353 |
| BABCOCK & WILCOX ENTERPRISES | COM | 05614L209 | — | 15,563 shares | $90,888 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 3,780 shares | $83,538 |
| RANPAK HOLDINGS CORP | COM CL A | 75321W103 | — | 19,198 shares | $79,672 |
| MAXCYTE INC | COM | 57777K106 | — | 66,315 shares | $74,273 |
| NUVATION BIO INC | COM CL A | 67080N101 | — | 11,305 shares | $63,308 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 481 shares | $61,602 |
| SAVARA INC | COM | 805111101 | — | 10,528 shares | $54,324 |
| ZIPRECRUITER INC | CL A | 98980B103 | — | 14,933 shares | $52,415 |
| KOPIN CORP | COM | 500600101 | — | 10,134 shares | $46,616 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 476 shares | $24,385 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 80 shares | $10,021 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 85 shares | $8,685 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 29 shares | $7,190 |
| ISHARES TR | TIPS BD ETF | 464287176 | — | 34 shares | $3,537 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 59 shares | $1,741 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 | — | 10 shares | $950 |
| ALPHABET INC | DEP SHS RP1/20 B | 02079K602 | — | 19 shares | $921 |