Q2 2026 13F · SEC CIK 1542266

Granite Investment Partners, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.0B
Reported positions: 277
Top holdings a year, 3 yrs: +12.1%
Assets under management: $1.8B

Granite Investment Partners, LLC is a wealth manager that reported 277 positions worth $2.0B in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Ge Vernova Inc (GEV, 3.3%), Apple Inc (AAPL, 3.2%), Alphabet Inc (GOOG, 3.0%). A portfolio copying its top holdings returned 12.1% a year over the last 3 years, against 20.4% for the S&P 500.

Granite Investment Partners, LLC holdings largest 50 of 277 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Granite Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GEVGe Vernova Inc	3.3%	3.0%	55,181	-2.3%	$64.8M
AAPLApple Inc	3.2%	3.4%	218,008	-0.5%	$63.1M
GOOGAlphabet Inc	3.0%	2.9%	163,324	+0.1%	$57.7M
MSFTMicrosoft Corp	2.6%	3.2%	136,247	-2.5%	$50.8M
GEGe Aerospace	2.4%	2.2%	125,387	-0.7%	$46.9M
NVDANvidia Corporation Com	2.4%	2.5%	231,229	-0.7%	$46.3M
AMZNAmazon Com Inc Com	2.2%	2.3%	176,444	-0.9%	$42.1M
ETNEaton Corp PLC	1.9%	1.9%	85,925	-0.3%	$36.6M
ROKRockwell Automation Inc	1.7%	1.5%	67,116	-0.5%	$33.2M
LLYLilly Eli & Co	1.7%	1.5%	26,997	-0.5%	$32.4M
NOVTNovanta Inc	1.3%	0.8%	161,754	+41.6%	$26.2M
HUBBHubbell Inc	1.3%	1.5%	48,387	-0.0%	$25.3M
WTFCWintrust Financial Corp	1.3%	1.3%	153,322	-0.1%	$24.6M
VVisa Inc Com Cl A	1.3%	1.3%	71,162	-1.1%	$24.4M
DEDeere & Co Com	1.2%	1.3%	37,000	-1.0%	$23.5M
DOCNDigitalocean Hldgs Inc	1.2%	0.9%	148,584	-11.7%	$23.3M
RRXRegal Rexnord Corp.	1.1%	0.9%	91,975	+20.2%	$21.9M
JPMJpmorgan Chase & Co	1.1%	1.2%	64,986	-0.0%	$21.3M
MODGCallaway Golf Co	1.1%	0.6%	1,109,057	+47.8%	$20.8M
AXSMAxsome Therapeutics Inc.	1.0%	0.8%	80,124	-0.2%	$19.6M
ODFLOld Dominion Freight Line in	1.0%	1.1%	90,468	+0.4%	$19.6M
ONTOOnto Innovation Inc	0.9%	0.9%	48,384	-29.3%	$18.3M
SPGIS&P Global Inc.	0.9%	1.2%	44,858	-0.7%	$18.3M
LGNDLigand Pharmaceuticals Inc	0.9%	0.7%	54,128	-0.0%	$17.1M
CRWDCrowdstrike Hldgs Inc Class A	0.9%	—	22,133	—	$16.9M
COSTCostco Whsl Corp New	0.9%	1.1%	18,007	-1.7%	$16.8M
HRIHerc Holdings Inc	0.8%	—	113,985	—	$16.3M
ADPTAdaptive Biotechnologies Corp	0.8%	—	757,217	—	$16.2M
DCODucommun Inc Del	0.8%	—	86,703	—	$16.1M
CWSTCasella Waste Sys Inc Cl A	0.8%	0.8%	163,245	-0.2%	$15.8M
DALDelta Air Lines Inc Com New	0.8%	—	168,671	—	$15.8M
PCARPaccar Inc	0.8%	0.9%	130,862	+0.9%	$15.7M
METAMeta Platforms Inc Class A	0.8%	1.0%	27,867	-1.2%	$15.7M
POWIPower Integrations Inc	0.8%	1.0%	186,420	-42.6%	$15.6M
ALGMAllegro Microsystems Inc	0.8%	—	215,679	—	$15.0M
CORTCorcept Therapeutics Inc Com	0.8%	—	172,228	—	$15.0M
ECGEverus Constr Group	0.8%	0.6%	89,767	+1.6%	$14.9M
VCYTVeracyte Inc	0.8%	—	252,923	—	$14.9M
SYKStryker Corporation	0.8%	1.0%	46,801	-1.0%	$14.7M
FCFSFirstcash Holdings Inc	0.7%	0.8%	67,614	-0.1%	$14.6M
GHGuardant Health Inc	0.7%	—	95,760	—	$14.4M
BABoeing Co	0.7%	0.7%	64,342	+5.4%	$13.9M
SAIASaia Inc	0.7%	—	32,248	—	$13.6M
BMIBadger Meter Inc	0.7%	—	91,485	—	$13.6M
HAYWHayward Holdings Inc	0.7%	0.6%	775,310	+0.4%	$13.4M
OIIOceaneering Intl Inc	0.7%	0.7%	328,414	+0.4%	$13.3M
KEYSKeysight Technologies Inc Com	0.7%	0.6%	37,521	+0.7%	$13.1M
VSECVse Corp	0.7%	0.7%	57,200	-0.2%	$13.1M
VECOVeeco Instrs Inc Del	0.7%	—	171,807	—	$13.0M
TKRTimken Co	0.7%	—	89,456	—	$13.0M

What Granite Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

MODG Callaway Golf Co+47.8% shares
NOVT Novanta Inc+41.6% shares
RRX Regal Rexnord Corp.+20.2% shares
BA Boeing Co+5.4% shares

Reduced

POWI Power Integrations Inc-42.6% shares
ONTO Onto Innovation Inc-29.3% shares
DOCN Digitalocean Hldgs Inc-11.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.8% /yr; S&P 500 +20.1%
3 years: +12.1% /yr; S&P 500 +20.4%
5 years: +3.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.0B	277
Q1 2026	$1.6B	263
Q4 2025	$1.7B	244
Q3 2025	$1.8B	249
Q2 2025	$2.0B	255
Q1 2025	$2.0B	256
Q4 2024	$2.3B	261
Q3 2024	$2.3B	245
Q2 2024	$2.4B	253
Q1 2024	$2.6B	261
Q4 2023	$2.6B	261
Q3 2023	$2.4B	260

Questions about Granite Investment Partners, LLC's portfolio

What stocks does Granite Investment Partners, LLC own?

Granite Investment Partners, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 277 positions worth $2.0B. The largest are Ge Vernova Inc (GEV) at 3.3%, Apple Inc (AAPL) at 3.2%, Alphabet Inc (GOOG) at 3.0%, Microsoft Corp (MSFT) at 2.6% and Ge Aerospace (GE) at 2.4%.

What did Granite Investment Partners, LLC buy last quarter?

In Q2 2026, Granite Investment Partners, LLC added Callaway Golf Co (MODG) (+47.8% shares), Novanta Inc (NOVT) (+41.6% shares) and Regal Rexnord Corp. (RRX) (+20.2% shares), compared with its Q1 2026 filing.

What did Granite Investment Partners, LLC sell last quarter?

In Q2 2026, Granite Investment Partners, LLC cut from its top 50 Methanex Corp (MEOH), cut from its top 50 Tower Semiconductor Ltd (TSEM), cut from its top 50 F N B Corp (FNB), cut from its top 50 Alphatec Hldgs Inc (ATEC), cut from its top 50 Trinity Inds Inc (TRN), Power Integrations Inc (POWI) (-42.6% shares), Onto Innovation Inc (ONTO) (-29.3% shares) and Digitalocean Hldgs Inc (DOCN) (-11.7% shares), compared with its Q1 2026 filing.

How has Granite Investment Partners, LLC's portfolio performed?

A portfolio copying Granite Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.8% against +20.1%. Over 5 years: +3.2% a year against +11.6%.

When is Granite Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Granite Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Granite Investment Partners, LLC manage?

Granite Investment Partners, LLC reported $1.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.0B.