Granite Investment Partners, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Granite Investment Partners, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AAPL | APPLE INC | 3.42% | 55.592 M $ | 219048 | 2013/06/30 | -3.596 M $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 3.18% | 51.753 M $ | 139809 | 2013/06/30 | -16.723 M $ | -23.46 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 3.03% | 49.302 M $ | 56481 | 2024/03/31 | 12.760 M $ | 33.56 % |
| 2026/03/31 | GOOG | ALPHABET INC | 2.88% | 46.810 M $ | 163179 | 2015/12/31 | -4.541 M $ | -8.59 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 2.50% | 40.627 M $ | 232951 | 2019/12/31 | -2.817 M $ | -6.49 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.28% | 37.100 M $ | 178135 | 2013/06/30 | -4.004 M $ | -9.77 % |
| 2026/03/31 | GE | GE AEROSPACE | 2.20% | 35.842 M $ | 126308 | 2021/09/30 | -3.020 M $ | -7.88 % |
| 2026/03/31 | ETN | EATON CORP PLC | 1.90% | 30.831 M $ | 86199 | 2021/03/31 | 3.542 M $ | 12.29 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 1.53% | 24.962 M $ | 27139 | 2021/12/31 | -4.245 M $ | -14.41 % |
| 2026/03/31 | ROK | ROCKWELL AUTOMATION INC | 1.49% | 24.207 M $ | 67451 | 2015/06/30 | -1.976 M $ | -7.76 % |
| 2026/03/31 | HUBB | HUBBELL INC | 1.46% | 23.749 M $ | 48394 | 2015/12/31 | 2.236 M $ | 10.50 % |
| 2026/03/31 | V | VISA INC | 1.34% | 21.750 M $ | 71962 | 2013/06/30 | -3.549 M $ | -13.82 % |
| 2026/03/31 | WTFC | WINTRUST FINL CORP | 1.31% | 21.321 M $ | 153453 | 2021/06/30 | -143.429 K $ | -0.63 % |
| 2026/03/31 | DE | DEERE & CO | 1.29% | 21.047 M $ | 37363 | 2019/06/30 | 3.662 M $ | 20.99 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 1.18% | 19.219 M $ | 45184 | 2016/06/30 | -4.337 M $ | -18.61 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.18% | 19.125 M $ | 65016 | 2013/06/30 | -1.810 M $ | -8.71 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 1.12% | 18.262 M $ | 18327 | 2013/06/30 | 2.398 M $ | 15.55 % |
| 2026/03/31 | MEOH | METHANEX CORP | 1.11% | 18.078 M $ | 303631 | 2020/06/30 | 6.228 M $ | 49.90 % |
| 2026/03/31 | TSEM | TOWER SEMICONDUCTOR LTD | 1.11% | 18.049 M $ | 102856 | 2023/12/31 | 6.307 M $ | 49.45 % |
| 2026/03/31 | ODFL | OLD DOMINION FREIGHT LINE IN | 1.08% | 17.604 M $ | 90092 | 2016/09/30 | 2.787 M $ | 24.62 % |
| 2026/03/31 | POWI | POWER INTEGRATIONS INC | 1.02% | 16.636 M $ | 324926 | 2025/03/31 | 5.560 M $ | 44.06 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.99% | 16.132 M $ | 28197 | 2013/06/30 | -2.461 M $ | -13.33 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.96% | 15.538 M $ | 47288 | 2018/06/30 | -1.281 M $ | -6.51 % |
| 2026/03/31 | PCAR | PACCAR INC | 0.92% | 14.975 M $ | 129656 | 2022/03/31 | 708.622 K $ | 5.47 % |
| 2026/03/31 | DOCN | DIGITALOCEAN HLDGS INC | 0.89% | 14.438 M $ | 168311 | 2025/12/31 | 7.754 M $ | 78.26 % |
| 2026/03/31 | FNB | F N B CORP | 0.89% | 14.405 M $ | 861556 | 2025/09/30 | -347.403 K $ | -2.22 % |
| 2026/03/31 | RRX | REGAL REXNORD CORPORATION | 0.88% | 14.333 M $ | 76538 | 2025/06/30 | 3.060 M $ | 33.45 % |
| 2026/03/31 | ONTO | ONTO INNOVATION INC | 0.86% | 14.034 M $ | 68437 | 2025/09/30 | 3.410 M $ | 29.91 % |
| 2026/03/31 | AXSM | AXSOME THERAPEUTICS INC. | 0.83% | 13.572 M $ | 80299 | 2024/12/31 | -1.156 M $ | -7.46 % |
| 2026/03/31 | NOVT | NOVANTA INC | 0.83% | 13.492 M $ | 114234 | 2025/12/31 | -99.791 K $ | -0.74 % |
| 2026/03/31 | ATEC | ALPHATEC HLDGS INC | 0.80% | 13.003 M $ | 1195156 | 2024/03/31 | -11.594 M $ | -48.29 % |
| 2026/03/31 | CWST | CASELLA WASTE SYS INC | 0.80% | 12.979 M $ | 163583 | 2021/09/30 | -3.211 M $ | -18.99 % |
| 2026/03/31 | FCFS | FIRSTCASH HOLDINGS INC | 0.78% | 12.728 M $ | 67704 | 2022/06/30 | 2.055 M $ | 17.96 % |
| 2026/03/31 | TRN | TRINITY INDS INC | 0.76% | 12.284 M $ | 381728 | 2024/12/31 | 2.313 M $ | 21.71 % |
| 2026/03/31 | BA | BOEING CO | 0.75% | 12.150 M $ | 61048 | 2025/06/30 | -816.709 K $ | -8.33 % |
| 2026/03/31 | GKOS | GLAUKOS CORP | 0.74% | 12.044 M $ | 111872 | 2017/09/30 | -626.550 K $ | -4.65 % |
| 2026/03/31 | POWL | POWELL INDS INC | 0.73% | 11.855 M $ | 21909 | 2025/06/30 | -4.780 M $ | -43.42 % |
| 2026/03/31 | OII | OCEANEERING INTL INC | 0.71% | 11.601 M $ | 327053 | 2025/12/31 | 2.727 M $ | 47.61 % |
| 2026/03/31 | AAON | AAON INC | 0.71% | 11.522 M $ | 139236 | 2025/09/30 | 972.907 K $ | 8.52 % |
| 2026/03/31 | HWKN | HAWKINS INC | 0.69% | 11.287 M $ | 73480 | 2025/09/30 | 899.750 K $ | 8.12 % |
| 2026/03/31 | ZETA | ZETA GLOBAL HOLDINGS CORP | 0.69% | 11.147 M $ | 700167 | 2024/12/31 | -3.292 M $ | -21.77 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.68% | 11.011 M $ | 45045 | 2013/06/30 | 1.720 M $ | 18.12 % |
| 2026/03/31 | LGND | LIGAND PHARMACEUTICALS INC | 0.66% | 10.812 M $ | 54155 | 2024/09/30 | 612.857 K $ | 5.60 % |
| 2026/03/31 | VSEC | VSE CORP | 0.65% | 10.574 M $ | 57343 | 2024/12/31 | 704.754 K $ | 6.73 % |
| 2026/03/31 | NSSC | NAPCO SEC TECHNOLOGIES INC | 0.65% | 10.538 M $ | 267526 | 2023/03/31 | -648.835 K $ | -5.54 % |
| 2026/03/31 | KEYS | KEYSIGHT TECHNOLOGIES INC | 0.65% | 10.517 M $ | 37245 | 2025/09/30 | 2.840 M $ | 38.97 % |
| 2026/03/31 | ECG | EVERUS CONSTR GROUP | 0.64% | 10.427 M $ | 88319 | 2024/12/31 | 3.042 M $ | 37.99 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.64% | 10.421 M $ | 47914 | 2013/06/30 | -515.966 K $ | -4.81 % |
| 2026/03/31 | CALLAWAY GOLF CO | 0.64% | 10.418 M $ | 750571 | 2025/12/31 | 588.598 K $ | 18.94 % | |
| 2026/03/31 | HAYW | HAYWARD HLDGS INC | 0.64% | 10.334 M $ | 772357 | 2023/03/31 | -1.647 M $ | -13.40 % |
| 2026/03/31 | LASR | NLIGHT INC | 0.62% | 10.113 M $ | 177359 | 2025/12/31 | 3.645 M $ | 52.01 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.60% | 9.838 M $ | 34212 | 2015/12/31 | -853.817 K $ | -8.13 % |
| 2026/03/31 | SHW | SHERWIN WILLIAMS CO | 0.60% | 9.825 M $ | 30651 | 2024/03/31 | -135.396 K $ | -1.07 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.59% | 9.647 M $ | 29333 | 2013/06/30 | -354.362 K $ | -4.42 % |
| 2026/03/31 | AGYS | AGILYSYS INC | 0.59% | 9.627 M $ | 135329 | 2021/03/31 | -6.820 M $ | -40.14 % |
| 2026/03/31 | VCYT | VERACYTE INC | 0.59% | 9.618 M $ | 298589 | 2020/03/31 | -3.472 M $ | -23.49 % |
| 2026/03/31 | FHB | FIRST HAWAIIAN INC | 0.59% | 9.611 M $ | 390042 | 2024/09/30 | -274.614 K $ | -2.61 % |
| 2026/03/31 | SAIA | SAIA INC | 0.59% | 9.516 M $ | 27089 | 2025/06/30 | 485.172 K $ | 7.58 % |
| 2026/03/31 | RUSHA | RUSH ENTERPRISES INC | 0.58% | 9.495 M $ | 143619 | 2025/03/31 | 779.902 K $ | 22.56 % |
| 2026/03/31 | LRN | STRIDE INC | 0.58% | 9.417 M $ | 106800 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | APLS | APELLIS PHARMACEUTICALS INC | 0.57% | 9.330 M $ | 231917 | 2025/12/31 | 4.942 M $ | 60.15 % |
| 2026/03/31 | BMI | BADGER METER INC | 0.57% | 9.303 M $ | 61060 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ARLO | ARLO TECHNOLOGIES INC | 0.57% | 9.263 M $ | 650917 | 2023/12/31 | 164.679 K $ | 1.72 % |
| 2026/03/31 | EYE | NATIONAL VISION HLDGS INC | 0.54% | 8.860 M $ | 342098 | 2025/09/30 | 28.881 K $ | 0.31 % |
| 2026/03/31 | GH | GUARDANT HEALTH INC | 0.54% | 8.842 M $ | 95726 | 2025/03/31 | -1.546 M $ | -9.57 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.54% | 8.787 M $ | 22507 | 2023/06/30 | -1.817 M $ | -16.71 % |
| 2026/03/31 | ECL | ECOLAB INC | 0.53% | 8.631 M $ | 32446 | 2013/06/30 | 115.416 K $ | 1.33 % |
| 2026/03/31 | LMB | LIMBACH HLDGS INC | 0.53% | 8.606 M $ | 110269 | 2025/03/31 | 18.339 K $ | 0.26 % |
| 2026/03/31 | WCC | WESCO INTL INC | 0.52% | 8.526 M $ | 31160 | 2025/06/30 | 952.862 K $ | 11.85 % |
| 2026/03/31 | BDC | BELDEN INC | 0.51% | 8.365 M $ | 72850 | 2021/09/30 | -132.969 K $ | -1.48 % |
| 2026/03/31 | TRNO | TERRENO RLTY CORP | 0.51% | 8.317 M $ | 135416 | 2017/06/30 | 389.248 K $ | 4.62 % |
| 2026/03/31 | ESTA | ESTABLISHMENT LABS HLDGS INC | 0.50% | 8.151 M $ | 143549 | 2025/03/31 | -2.439 M $ | -22.09 % |
| 2026/03/31 | CWK | CUSHMAN AND WAKEFIELD LTD | 0.50% | 8.097 M $ | 660430 | 2025/12/31 | -2.767 M $ | -24.27 % |
| 2026/03/31 | SKY | CHAMPION HOMES INC | 0.49% | 7.892 M $ | 106117 | 2025/03/31 | -1.489 M $ | -11.99 % |
| 2026/03/31 | APPF | APPFOLIO INC | 0.47% | 7.698 M $ | 48774 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESAB | ESAB CORPORATION | 0.47% | 7.585 M $ | 78468 | 2023/03/31 | -1.249 M $ | -13.48 % |
| 2026/03/31 | CSW INDUSTRIALS INC | 0.47% | 7.578 M $ | 29080 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.45% | 7.302 M $ | 35937 | 2013/06/30 | -2.059 M $ | -21.01 % |
| 2026/03/31 | KRUS | KURA SUSHI USA INC | 0.45% | 7.258 M $ | 103999 | 2023/06/30 | 1.908 M $ | 33.37 % |
| 2026/03/31 | ESI | ELEMENT SOLUTIONS INC | 0.45% | 7.240 M $ | 212055 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CGNX | COGNEX CORP | 0.44% | 7.202 M $ | 147002 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TECH | BIO-TECHNE CORP | 0.44% | 7.189 M $ | 137562 | 2020/06/30 | -686.492 K $ | -11.14 % |
| 2026/03/31 | BLK | BLACKROCK INC | 0.44% | 7.177 M $ | 7463 | 2024/12/31 | -816.571 K $ | -10.15 % |
| 2026/03/31 | FND | FLOOR & DECOR HLDGS INC | 0.43% | 7.047 M $ | 138726 | 2025/12/31 | -748.778 K $ | -16.57 % |
| 2026/03/31 | PAY | PAYMENTUS HOLDINGS INC | 0.43% | 6.981 M $ | 274844 | 2025/09/30 | -1.804 M $ | -19.59 % |
| 2026/03/31 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 0.43% | 6.941 M $ | 500061 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.42% | 6.775 M $ | 21295 | 2020/12/31 | 1.024 M $ | 17.31 % |
| 2026/03/31 | ESQ | ESQUIRE FINL HLDGS INC | 0.41% | 6.593 M $ | 61334 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DAL | DELTA AIR LINES INC | 0.40% | 6.528 M $ | 98188 | 2025/12/31 | -57.424 K $ | -4.21 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.40% | 6.459 M $ | 41594 | 2013/06/30 | 517.397 K $ | 8.20 % |
| 2026/03/31 | BROS | DUTCH BROS INC | 0.39% | 6.326 M $ | 124881 | 2024/03/31 | -1.303 M $ | -17.25 % |
| 2026/03/31 | PRCT | PROCEPT BIOROBOTICS CORP | 0.39% | 6.303 M $ | 252028 | 2025/06/30 | -1.713 M $ | -20.50 % |
| 2026/03/31 | KRYS | KRYSTAL BIOTECH INC | 0.39% | 6.273 M $ | 24284 | 2025/12/31 | 303.452 K $ | 4.78 % |
| 2026/03/31 | ELF | E L F BEAUTY INC | 0.38% | 6.208 M $ | 102433 | 2025/06/30 | -1.027 M $ | -20.29 % |
| 2026/03/31 | NVT | NVENT ELEC PLC | 0.38% | 6.196 M $ | 52385 | 2024/06/30 | 853.322 K $ | 15.99 % |
| 2026/03/31 | LIN | LINDE PLC | 0.38% | 6.195 M $ | 12496 | 2023/03/31 | 848.048 K $ | 16.27 % |
| 2026/03/31 | FRPT | FRESHPET INC | 0.38% | 6.127 M $ | 103919 | 2015/12/31 | -439.250 K $ | -3.23 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.36% | 5.841 M $ | 12189 | 2013/06/30 | -273.614 K $ | -4.67 % |
| 2026/03/31 | FIBK | FIRST INTST BANCSYSTEM INC | 0.35% | 5.756 M $ | 172335 | 2013/06/30 | -200.671 K $ | -3.47 % |
| 2026/03/31 | AIN | ALBANY INTL CORP | 0.35% | 5.661 M $ | 108420 | 2022/12/31 | 95.176 K $ | 2.98 % |