Granite Investment Partners

Granite Investment Partners as of March 31, 2024

Portfolio Holdings for Granite Investment Partners

Granite Investment Partners holds 261 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 2.9 $75M 179k 420.72
Cbiz (CBZ) 2.0 $52M 656k 78.50
Casella Waste Sys Cl A (CWST) 1.9 $49M 494k 98.87
Apple (AAPL) 1.8 $48M 282k 171.48
Freshpet (FRPT) 1.8 $47M 408k 115.86
Amazon (AMZN) 1.5 $39M 213k 180.38
Noble Corp Ord Shs A (NE) 1.4 $37M 769k 48.49
Inter Parfums (IPAR) 1.4 $36M 258k 140.51
Eaton Corp SHS (ETN) 1.4 $36M 114k 312.68
NVIDIA Corporation (NVDA) 1.4 $36M 39k 903.56
Neogen Corporation (NEOG) 1.3 $34M 2.2M 15.78
Alphabet Cap Stk Cl C (GOOG) 1.3 $34M 222k 152.26
Wintrust Financial Corporation (WTFC) 1.3 $33M 318k 104.39
Halozyme Therapeutics (HALO) 1.3 $33M 812k 40.68
Visa Com Cl A (V) 1.2 $31M 112k 279.08
Helmerich & Payne (HP) 1.2 $31M 727k 42.06
Paycor Hcm (PYCR) 1.2 $31M 1.6M 19.44
Descartes Sys Grp (DSGX) 1.2 $31M 333k 91.53
Eli Lilly & Co. (LLY) 1.1 $30M 38k 777.96
Louisiana-Pacific Corporation (LPX) 1.1 $29M 350k 83.91
Blackline (BL) 1.1 $29M 455k 64.58
Agilysys (AGYS) 1.1 $28M 333k 84.26
Arcbest (ARCB) 1.0 $28M 194k 142.50
Belden (BDC) 1.0 $27M 295k 92.61
Napco Security Systems (NSSC) 1.0 $27M 665k 40.16
DV (DV) 1.0 $26M 751k 35.16
Montrose Environmental Group (MEG) 1.0 $26M 671k 39.17
Hubbell (HUBB) 1.0 $26M 63k 415.05
Carpenter Technology Corporation (CRS) 1.0 $26M 360k 71.42
Azek Cl A (AZEK) 1.0 $25M 504k 50.22
Albany Intl Corp Cl A (AIN) 1.0 $25M 270k 93.51
Esab Corporation (ESAB) 0.9 $25M 226k 110.57
Crane Company Common Stock (CR) 0.9 $24M 180k 135.13
Visteon Corp Com New (VC) 0.9 $24M 200k 117.61
Stewart Information Services Corporation (STC) 0.9 $23M 350k 65.06
Kratos Defense & Sec Solutio Com New (KTOS) 0.9 $23M 1.2M 18.38
Outfront Media (OUT) 0.9 $23M 1.4M 16.79
Signet Jewelers SHS (SIG) 0.9 $23M 225k 100.07
Certara Ord (CERT) 0.8 $22M 1.2M 17.88
Tower Semiconductor Shs New (TSEM) 0.8 $21M 637k 33.45
S&p Global (SPGI) 0.8 $21M 50k 425.45
Terreno Realty Corporation (TRNO) 0.8 $21M 320k 66.40
Ncino (NCNO) 0.8 $21M 567k 37.38
Deere & Company (DE) 0.8 $21M 51k 410.74
Firstcash Holdings (FCFS) 0.8 $21M 165k 127.54
Arlo Technologies (ARLO) 0.8 $21M 1.7M 12.65
Veracyte (VCYT) 0.8 $20M 916k 22.16
Fluor Corporation (FLR) 0.8 $20M 478k 42.28
ICF International (ICFI) 0.7 $19M 128k 150.63
10x Genomics Cl A Com (TXG) 0.7 $19M 509k 37.53
Progyny (PGNY) 0.7 $19M 501k 38.15
General Electric Com New (GE) 0.7 $18M 104k 175.53
Alamo (ALG) 0.7 $18M 79k 228.33
Viavi Solutions Inc equities (VIAV) 0.7 $18M 2.0M 9.09
Kura Sushi Usa Cl A Com (KRUS) 0.7 $18M 154k 115.16
Leslies (LESL) 0.7 $17M 2.7M 6.50
Stryker Corporation (SYK) 0.7 $17M 48k 357.87
Abbvie (ABBV) 0.6 $17M 93k 182.10
Old Dominion Freight Line (ODFL) 0.6 $17M 76k 219.31
Methanex Corp (MEOH) 0.6 $16M 365k 44.63
Lumentum Hldgs (LITE) 0.6 $16M 342k 47.35
Marten Transport (MRTN) 0.6 $16M 868k 18.48
Paccar (PCAR) 0.6 $16M 127k 123.89
Amphastar Pharmaceuticals (AMPH) 0.6 $16M 353k 43.91
Rockwell Automation (ROK) 0.6 $15M 53k 291.33
Costco Wholesale Corporation (COST) 0.6 $15M 20k 732.63
Ziprecruiter Cl A (ZIP) 0.6 $15M 1.3M 11.49
Meta Platforms Cl A (META) 0.6 $15M 30k 485.58
California Water Service (CWT) 0.5 $14M 302k 46.48
Thermo Fisher Scientific (TMO) 0.5 $14M 24k 581.21
BlackRock (BLK) 0.5 $14M 16k 833.70
Crowdstrike Hldgs Cl A (CRWD) 0.5 $13M 41k 320.59
Avidxchange Holdings (AVDX) 0.5 $13M 1.0M 13.15
Sitime Corp (SITM) 0.5 $13M 135k 93.23
Colfax Corp (ENOV) 0.5 $13M 200k 62.45
IDEXX Laboratories (IDXX) 0.5 $12M 23k 539.93
Adobe Systems Incorporated (ADBE) 0.5 $12M 24k 504.60
Rxsight (RXST) 0.4 $12M 225k 51.58
MGM Resorts International. (MGM) 0.4 $11M 237k 47.21
Zoetis Cl A (ZTS) 0.4 $11M 66k 169.21
Amicus Therapeutics (FOLD) 0.4 $11M 919k 11.78
Brp Group Com Cl A (BRP) 0.4 $11M 370k 28.94
Danaher Corporation (DHR) 0.4 $11M 42k 249.72
Automatic Data Processing (ADP) 0.4 $10M 42k 249.74
Shopify Cl A (SHOP) 0.4 $10M 132k 77.17
Pepsi (PEP) 0.4 $10M 58k 175.01
Dutch Bros Cl A (BROS) 0.4 $10M 306k 33.00
Natera (NTRA) 0.4 $9.9M 109k 91.46
Bumble Com Cl A (BMBL) 0.4 $9.8M 866k 11.35
Maravai Lifesciences Hldgs I Com Cl A (MRVI) 0.4 $9.7M 1.1M 8.67
Rogers Corporation (ROG) 0.4 $9.6M 81k 118.69
Hayward Hldgs (HAYW) 0.4 $9.6M 627k 15.31
Sherwin-Williams Company (SHW) 0.4 $9.6M 28k 347.33
Procore Technologies (PCOR) 0.4 $9.5M 115k 82.17
Figs Cl A (FIGS) 0.4 $9.3M 1.9M 4.98
MKS Instruments (MKSI) 0.3 $9.1M 68k 133.00
Analog Devices (ADI) 0.3 $9.0M 45k 197.79
JPMorgan Chase & Co. (JPM) 0.3 $8.7M 44k 200.30
Core & Main Cl A (CNM) 0.3 $8.4M 147k 57.25
Siteone Landscape Supply (SITE) 0.3 $8.3M 48k 174.55
Crocs (CROX) 0.3 $8.3M 58k 143.80
Ecolab (ECL) 0.3 $8.1M 35k 230.90
Ptc (PTC) 0.3 $7.9M 42k 188.94
Johnson & Johnson (JNJ) 0.3 $7.9M 50k 158.19
Wayfair Cl A (W) 0.3 $7.8M 115k 67.88
Linde SHS (LIN) 0.3 $7.8M 17k 464.32
Spx Corp (SPXC) 0.3 $7.6M 62k 123.13
Helios Technologies (HLIO) 0.3 $7.5M 167k 44.69
ESCO Technologies (ESE) 0.3 $7.4M 69k 107.05
Houlihan Lokey Cl A (HLI) 0.3 $7.3M 57k 128.19
Api Group Corp Com Stk (APG) 0.3 $7.2M 183k 39.27
UnitedHealth (UNH) 0.3 $7.2M 15k 494.70
Cme (CME) 0.3 $7.2M 33k 215.29
John Bean Technologies Corporation (JBT) 0.3 $7.0M 67k 104.89
Myr (MYRG) 0.3 $6.8M 38k 176.75
New York Times Cl A (NYT) 0.3 $6.7M 156k 43.22
Bio-techne Corporation (TECH) 0.2 $6.5M 93k 70.39
Seacoast Bkg Corp Fla Com New (SBCF) 0.2 $6.5M 256k 25.39
Abbott Laboratories (ABT) 0.2 $6.4M 56k 113.66
Alphabet Cap Stk Cl A (GOOGL) 0.2 $6.4M 42k 150.93
Dorman Products (DORM) 0.2 $6.4M 66k 96.39
Jacobs Engineering Group (J) 0.2 $6.4M 41k 153.73
Jfrog Ord Shs (FROG) 0.2 $6.3M 142k 44.22
Applied Industrial Technologies (AIT) 0.2 $6.2M 32k 197.55
Ufp Industries (UFPI) 0.2 $6.2M 51k 123.01
Mp Materials Corp Com Cl A (MP) 0.2 $6.2M 434k 14.30
Timken Company (TKR) 0.2 $6.2M 71k 87.43
Vital Farms (VITL) 0.2 $6.2M 266k 23.25
Parsons Corporation (PSN) 0.2 $6.1M 74k 82.95
Clearwater Analytics Hldgs I Cl A (CWAN) 0.2 $6.1M 345k 17.69
First American Financial (FAF) 0.2 $5.9M 97k 61.05
Silicon Laboratories (SLAB) 0.2 $5.9M 41k 143.72
Definitive Healthcare Corp Class A Com (DH) 0.2 $5.8M 722k 8.07
Repligen Corporation (RGEN) 0.2 $5.8M 32k 183.92
Zurn Water Solutions Corp Zws (ZWS) 0.2 $5.8M 173k 33.47
Nike CL B (NKE) 0.2 $5.8M 61k 93.98
Globus Med Cl A (GMED) 0.2 $5.7M 107k 53.64
Bright Horizons Fam Sol In D (BFAM) 0.2 $5.7M 50k 113.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $5.4M 13k 420.52
Allegro Microsystems Ord (ALGM) 0.2 $5.4M 199k 26.96
Rb Global (RBA) 0.2 $5.3M 70k 76.17
Gxo Logistics Incorporated Common Stock (GXO) 0.2 $5.3M 99k 53.76
Monro Muffler Brake (MNRO) 0.2 $5.3M 168k 31.54
Shockwave Med (SWAV) 0.2 $5.2M 16k 325.63
Bill Com Holdings Ord (BILL) 0.2 $5.2M 75k 68.72
Casey's General Stores (CASY) 0.2 $5.1M 16k 318.45
Caci Intl Cl A (CACI) 0.2 $5.1M 13k 378.83
Verra Mobility Corp Cl A Com Stk (VRRM) 0.2 $5.0M 202k 24.97
Ionis Pharmaceuticals (IONS) 0.2 $5.0M 116k 43.35
Potlatch Corporation (PCH) 0.2 $5.0M 106k 47.02
Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 0.2 $5.0M 80k 62.24
Becton, Dickinson and (BDX) 0.2 $4.9M 20k 247.45
Home Depot (HD) 0.2 $4.9M 13k 383.60
Generac Holdings (GNRC) 0.2 $4.7M 38k 126.14
Weyerhaeuser Co Mtn Be Com New (WY) 0.2 $4.7M 131k 35.91
Autodesk (ADSK) 0.2 $4.7M 18k 260.42
Aptiv SHS (APTV) 0.2 $4.7M 59k 79.65
Smartsheet Com Cl A (SMAR) 0.2 $4.5M 118k 38.50
Walt Disney Company (DIS) 0.2 $4.4M 36k 122.36
salesforce (CRM) 0.2 $4.4M 15k 301.18
Fmc Corp Com New (FMC) 0.2 $4.4M 69k 63.70
First Interstate Bancsystem (FIBK) 0.2 $4.4M 160k 27.21
AZZ Incorporated (AZZ) 0.2 $4.4M 56k 77.31
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $4.3M 76k 56.39
Oracle Corporation (ORCL) 0.2 $4.2M 34k 125.61
Guardant Health (GH) 0.2 $4.2M 203k 20.63
Simpson Manufacturing (SSD) 0.2 $4.1M 20k 205.18
Exponent (EXPO) 0.2 $4.0M 49k 82.69
W.W. Grainger (GWW) 0.2 $4.0M 3.9k 1017.30
Alphatec Hldgs Com New (ATEC) 0.2 $4.0M 289k 13.79
Ccc Intelligent Solutions Holdings (CCCS) 0.1 $3.8M 315k 11.96
Ambarella SHS (AMBA) 0.1 $3.7M 72k 50.77
Brooks Automation (AZTA) 0.1 $3.6M 60k 60.28
Semtech Corporation (SMTC) 0.1 $3.5M 127k 27.49
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $3.5M 57k 61.05
Littelfuse (LFUS) 0.1 $3.2M 13k 242.35
Amerisafe (AMSF) 0.1 $3.1M 63k 50.17
Chevron Corporation (CVX) 0.1 $3.1M 20k 157.74
Tootsie Roll Industries (TR) 0.1 $3.0M 94k 32.03
PROS Holdings (PRO) 0.1 $3.0M 82k 36.33
Mettler-Toledo International (MTD) 0.1 $2.9M 2.2k 1331.29
Glaukos (GKOS) 0.1 $2.7M 29k 94.29
SurModics (SRDX) 0.1 $2.6M 88k 29.34
Mondelez Intl Cl A (MDLZ) 0.1 $2.5M 36k 70.00
Boeing Company (BA) 0.1 $2.5M 13k 192.99
Schlumberger Com Stk (SLB) 0.1 $2.4M 44k 54.81
Canadian Pacific Kansas City (CP) 0.1 $2.2M 25k 88.17
Procter & Gamble Company (PG) 0.1 $2.2M 14k 162.25
Crown Castle Intl (CCI) 0.1 $2.0M 19k 105.83
Exxon Mobil Corporation (XOM) 0.1 $2.0M 17k 116.24
Nucor Corporation (NUE) 0.1 $1.9M 9.6k 197.90
Citigroup Com New (C) 0.1 $1.9M 30k 63.24
McDonald's Corporation (MCD) 0.1 $1.9M 6.7k 281.95
Wells Fargo & Company (WFC) 0.1 $1.8M 32k 57.96
Cisco Systems (CSCO) 0.1 $1.8M 36k 49.91
United Parcel Service CL B (UPS) 0.1 $1.6M 11k 148.63
Amgen (AMGN) 0.1 $1.5M 5.4k 284.32
Lowe's Companies (LOW) 0.1 $1.5M 6.0k 254.73
Verizon Communications (VZ) 0.1 $1.5M 35k 41.96
Caterpillar (CAT) 0.1 $1.4M 3.9k 366.43
Fiserv (FI) 0.1 $1.3M 8.4k 159.82
Union Pacific Corporation (UNP) 0.1 $1.3M 5.4k 245.93
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $1.3M 31k 41.77
Raytheon Technologies Corp (RTX) 0.0 $1.2M 12k 97.53
International Business Machines (IBM) 0.0 $1.2M 6.0k 190.96
Charles Schwab Corporation (SCHW) 0.0 $1.1M 15k 72.34
Donaldson Company (DCI) 0.0 $1.1M 15k 74.68
Colgate-Palmolive Company (CL) 0.0 $1.1M 12k 90.05
Veralto Corp Com Shs (VLTO) 0.0 $1.0M 12k 88.66
Fortive (FTV) 0.0 $1.0M 12k 86.02
Ge Vernova 0.0 $1.0M 7.5k 136.75
Merck & Co (MRK) 0.0 $1.0M 7.7k 131.95
Honeywell International (HON) 0.0 $998k 4.9k 205.25
Paychex (PAYX) 0.0 $939k 7.6k 122.80
Lauder Estee Cos Cl A (EL) 0.0 $875k 5.7k 154.15
Emerson Electric (EMR) 0.0 $857k 7.6k 113.42
Illinois Tool Works (ITW) 0.0 $778k 2.9k 268.33
EOG Resources (EOG) 0.0 $716k 5.6k 127.84
General Mills (GIS) 0.0 $708k 10k 69.97
Philip Morris International (PM) 0.0 $664k 7.2k 91.62
Mastercard Incorporated Cl A (MA) 0.0 $652k 1.4k 481.57
Marriott Intl Cl A (MAR) 0.0 $648k 2.6k 252.31
Palo Alto Networks (PANW) 0.0 $542k 1.9k 284.13
3M Company (MMM) 0.0 $533k 5.0k 106.07
SYSCO Corporation (SYY) 0.0 $487k 6.0k 81.18
Freeport-mcmoran CL B (FCX) 0.0 $478k 10k 47.02
BlackRock Corporate High Yield Fund VI (HYT) 0.0 $478k 49k 9.79
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $452k 12k 39.02
Lockheed Martin Corporation (LMT) 0.0 $423k 930.00 454.87
Coca-Cola Company (KO) 0.0 $399k 6.5k 61.18
Doubleline Income Solutions (DSL) 0.0 $376k 30k 12.70
Universal Hlth Svcs CL B (UHS) 0.0 $365k 2.0k 182.46
Intuitive Surgical Com New (ISRG) 0.0 $326k 816.00 399.09
Shell Spon Ads (SHEL) 0.0 $312k 4.7k 67.04
Bristol Myers Squibb (BMY) 0.0 $311k 5.7k 54.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $277k 4.6k 60.74
Bank of America Corporation (BAC) 0.0 $259k 6.8k 37.92
Intel Corporation (INTC) 0.0 $255k 5.8k 44.17
Vail Resorts (MTN) 0.0 $223k 1.0k 222.83
Walgreen Boots Alliance (WBA) 0.0 $215k 9.9k 21.69
Hca Holdings (HCA) 0.0 $206k 616.00 333.53
Nextera Energy (NEE) 0.0 $205k 3.2k 63.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $160k 3.3k 49.24
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $140k 1.3k 110.52
Western Asset Income Fund (PAI) 0.0 $136k 11k 12.19
Talkspace (TALK) 0.0 $123k 34k 3.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $95k 282.00 337.05
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $87k 1.9k 46.00
Ishares Tr Msci Eafe Etf (EFA) 0.0 $76k 950.00 79.86
SunLink Health Systems (SSY) 0.0 $54k 75k 0.73
Mamamancini's Holdings (MAMA) 0.0 $53k 11k 5.00
The Beauty Health Company Com Cl A (SKIN) 0.0 $52k 12k 4.44
Latham Group (SWIM) 0.0 $51k 13k 3.96
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $49k 481.00 102.76
Nephros (NEPH) 0.0 $29k 13k 2.19
Rigel Pharmaceuticals Com New (RIGL) 0.0 $16k 11k 1.48
Opko Health (OPK) 0.0 $15k 12k 1.20
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $8.1k 30.00 270.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $5.2k 29.00 179.10
Ishares Tr Russell 2000 Etf (IWM) 0.0 $2.1k 10.00 210.30
Ishares Tr Tips Bd Etf (TIP) 0.0 $1.9k 18.00 107.39