2026 Q2 Portfolio Activity
In 2026 Q2, Granite Investment Partners, LLC maintained a portfolio of 301 distinct positions. The most significant new addition was ALLEGRO MICROSYSTEMS INC, now representing 0.77% of the total fund value. They heavily accumulated shares in DUCOMMUN INC DEL, increasing the position by 4792.9%. The fund also reduced its exposure to TOWER SEMICONDUCTOR LTD by 98.2%.
Position History
hover any row below to update
Loading…
Total Positions
301
Quarter
2026 Q2
Top Holding
GEV (3.3%)
Top 10 Concentration
24.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 301
Granite Investment Partners, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GEV
GE VERNOVA INC
|
Industrials | 3.32% | 3.03% |
#1
2
Prev: #3
|
3.8 |
—
|
-1,300 | -2.3% |
P
S
|
55,181 | $64,829,694 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC
|
Technology | 3.23% | 3.42% |
#2
1
Prev: #1
|
3.3 |
—
|
-1,040 | -0.5% |
P
S
|
218,008 | $63,082,816 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.96% | 2.88% |
#3
1
Prev: #4
|
2.7 |
—
|
145 | 0.1% |
P
S
|
163,324 | $57,707,248 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.60% | 3.18% |
#4
2
Prev: #2
|
2.0 |
—
|
-3,562 | -2.5% |
P
S
|
136,247 | $50,822,766 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GE
GE AEROSPACE
|
Industrials | 2.40% | 2.20% |
#5
2
Prev: #7
|
2.0 |
—
|
-921 | -0.7% |
P
S
|
125,387 | $46,860,817 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.37% | 2.50% |
#6
1
Prev: #5
|
1.4 |
—
|
-1,722 | -0.7% |
P
S
|
231,229 | $46,266,611 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.15% | 2.28% |
#7
1
Prev: #6
|
1.4 |
—
|
-1,691 | -0.9% |
P
S
|
176,444 | $42,053,663 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.88% | 1.90% |
#8
Prev: #8
|
1.3 |
—
|
-274 | -0.3% |
P
S
|
85,925 | $36,614,361 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 1.70% | 1.49% |
#9
1
Prev: #10
|
1.2 |
—
|
-335 | -0.5% |
P
S
|
67,116 | $33,227,789 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.66% | 1.53% |
#10
1
Prev: #9
|
1.2 |
—
|
-142 | -0.5% |
P
S
|
26,997 | $32,381,012 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NOVT
NOVANTA INC
|
Technology | 1.34% | 0.83% |
#11
19
Prev: #30
|
3.0 |
—
|
47,520 | 41.6% |
P
S
|
161,754 | $26,242,969 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HUBB
HUBBELL INC
|
Industrials | 1.30% | 1.46% |
#12
1
Prev: #11
|
1.0 |
—
|
-7 | -0.0% |
P
S
|
48,387 | $25,316,078 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
WTFC
WINTRUST FINL C...
|
Financial Services | 1.26% | 1.31% |
#13
Prev: #13
|
1.0 |
—
|
-131 | -0.1% |
P
S
|
153,322 | $24,641,912 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
V
VISA INC
|
Financial Services | 1.25% | 1.34% |
#14
2
Prev: #12
|
1.0 |
—
|
-800 | -1.1% |
P
S
|
71,162 | $24,414,971 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DE
DEERE & CO
|
Industrials | 1.20% | 1.29% |
#15
1
Prev: #14
|
1.0 |
—
|
-363 | -1.0% |
P
S
|
37,000 | $23,470,210 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DOCN
DIGITALOCEAN HL...
|
Technology | 1.20% | 0.89% |
#16
9
Prev: #25
|
1.0 |
—
|
-19,727 | -11.7% |
P
S
|
148,584 | $23,332,146 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RRX
REGAL REXNORD C...
|
Industrials | 1.12% | 0.88% |
#17
10
Prev: #27
|
2.9 |
—
|
15,437 | 20.2% |
P
S
|
91,975 | $21,907,525 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.09% | 1.18% |
#18
2
Prev: #16
|
0.9 |
—
|
-30 | -0.0% |
P
S
|
64,986 | $21,271,867 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MODG
CALLAWAY GOLF C...
|
Unknown | 1.07% | 0.64% |
#19
30
Prev: #49
|
2.9 |
—
|
358,486 | 47.8% |
P
S
|
1,109,057 | $20,839,181 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 1.00% | 0.83% |
#20
9
Prev: #29
|
0.9 |
—
|
-175 | -0.2% |
P
S
|
80,124 | $19,611,951 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.00% | 1.08% |
#21
1
Prev: #20
|
0.9 |
—
|
376 | 0.4% |
P
S
|
90,468 | $19,595,369 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 0.94% | 0.86% |
#22
6
Prev: #28
|
0.4 |
—
|
-20,053 | -29.3% |
P
S
|
48,384 | $18,310,925 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 0.94% | 1.18% |
#23
8
Prev: #15
|
0.9 |
—
|
-326 | -0.7% |
P
S
|
44,858 | $18,268,869 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
LGND
LIGAND PHARMACE...
|
Healthcare | 0.88% | 0.66% |
#24
19
Prev: #43
|
0.9 |
—
|
-27 | -0.0% |
P
S
|
54,128 | $17,109,320 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.87% | 0.54% |
#25
41
Prev: #66
|
0.8 |
—
|
-374 | -1.7% |
P
S
|
22,133 | $16,890,578 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.86% | 1.12% |
#26
9
Prev: #17
|
0.8 |
—
|
-320 | -1.7% |
P
S
|
18,007 | $16,845,008 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HRI
HERC HLDGS INC
|
Industrials | 0.84% | 0.14% |
#27
121
Prev: #148
|
3.3 |
—
|
90,569 | 386.8% |
P
S
|
113,985 | $16,338,610 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ADPT
ADAPTIVE BIOTEC...
|
Healthcare | 0.83% | 0.43% |
#28
58
Prev: #86
|
3.3 |
—
|
257,156 | 51.4% |
P
S
|
757,217 | $16,242,305 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DCO
DUCOMMUN INC DE...
|
Industrials | 0.82% | 0.01% |
#29
202
Prev: #231
|
3.3 |
—
|
84,931 | 4792.9% |
P
S
|
86,703 | $16,058,263 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CWST
CASELLA WASTE S...
|
Industrials | 0.81% | 0.80% |
#30
2
Prev: #32
|
0.8 |
—
|
-338 | -0.2% |
P
S
|
163,245 | $15,829,868 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 0.81% | 0.40% |
#31
58
Prev: #89
|
3.3 |
—
|
70,483 | 71.8% |
P
S
|
168,671 | $15,797,726 | 2014 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.81% | 0.92% |
#32
8
Prev: #24
|
0.8 |
—
|
1,206 | 0.9% |
P
S
|
130,862 | $15,719,083 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.80% | 0.99% |
#33
11
Prev: #22
|
0.8 |
—
|
-330 | -1.2% |
P
S
|
27,867 | $15,697,202 | 2012 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
POWI
POWER INTEGRATI...
|
Technology | 0.80% | 1.02% |
#34
13
Prev: #21
|
0.3 |
—
|
-138,506 | -42.6% |
P
S
|
186,420 | $15,614,539 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ALGM
ALLEGRO MICROSY...
|
Technology | 0.77% | — |
#35
Prev: #—
|
3.8 |
—
|
215,679 | — |
NEW
|
215,679 | $15,015,572 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CORT
CORCEPT THERAPE...
|
Healthcare | 0.77% | — |
#36
Prev: #—
|
3.8 |
—
|
172,228 | — |
NEW
|
172,228 | $14,975,225 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ECG
EVERUS CONSTR G...
|
Industrials | 0.76% | 0.64% |
#37
10
Prev: #47
|
0.8 |
—
|
1,448 | 1.6% |
P
S
|
89,767 | $14,896,834 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VCYT
VERACYTE INC
|
Healthcare | 0.76% | 0.59% |
#38
18
Prev: #56
|
0.8 |
—
|
-45,666 | -15.3% |
P
S
|
252,923 | $14,854,168 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.75% | 0.96% |
#39
16
Prev: #23
|
0.8 |
—
|
-487 | -1.0% |
P
S
|
46,801 | $14,734,827 | 2011 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
FCFS
FIRSTCASH HOLDI...
|
Financial Services | 0.75% | 0.78% |
#40
7
Prev: #33
|
0.8 |
—
|
-90 | -0.1% |
P
S
|
67,614 | $14,626,260 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GH
GUARDANT HEALTH...
|
Healthcare | 0.74% | 0.54% |
#41
24
Prev: #65
|
0.8 |
—
|
34 | 0.0% |
P
S
|
95,760 | $14,366,873 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BA
BOEING CO
|
Industrials | 0.71% | 0.75% |
#42
7
Prev: #35
|
2.3 |
—
|
3,294 | 5.4% |
P
S
|
64,342 | $13,928,113 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SAIA
SAIA INC
|
Industrials | 0.70% | 0.59% |
#43
15
Prev: #58
|
2.3 |
—
|
5,159 | 19.0% |
P
S
|
32,248 | $13,581,568 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BMI
BADGER METER IN...
|
Technology | 0.70% | 0.57% |
#44
18
Prev: #62
|
2.8 |
—
|
30,425 | 49.8% |
P
S
|
91,485 | $13,574,544 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HAYW
HAYWARD HLDGS I...
|
Industrials | 0.69% | 0.64% |
#45
5
Prev: #50
|
0.8 |
—
|
2,953 | 0.4% |
P
S
|
775,310 | $13,420,616 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
OII
OCEANEERING INT...
|
Energy | 0.68% | 0.71% |
#46
8
Prev: #38
|
0.8 |
—
|
1,361 | 0.4% |
P
S
|
328,414 | $13,307,335 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 0.67% | 0.65% |
#47
1
Prev: #46
|
0.8 |
—
|
276 | 0.7% |
P
S
|
37,521 | $13,134,976 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VSEC
VSE CORP
|
Industrials | 0.67% | 0.65% |
#48
4
Prev: #44
|
0.8 |
—
|
-143 | -0.2% |
P
S
|
57,200 | $13,070,200 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VECO
VEECO INSTRS IN...
|
Technology | 0.67% | — |
#49
Prev: #—
|
3.8 |
—
|
171,807 | — |
NEW
|
171,807 | $13,022,971 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TKR
TIMKEN CO
|
Industrials | 0.67% | — |
#50
Prev: #—
|
3.8 |
—
|
89,456 | — |
NEW
|
89,456 | $12,999,746 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 301 holdings