Granite Investment Partners, LLC holds a diversified book of 277 stocks worth $2.0B as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Allegro Microsystems Inc and trimmed Ge Vernova Inc. Their largest long position is Ge Vernova Inc at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Granite Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.8T |
| STATE STREET CORP | 80 / 80 | $1.1T |
| FMR LLC | 80 / 80 | $704.5B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $646.1B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $485.1B |
| MORGAN STANLEY | 80 / 80 | $405.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $385.7B |
| NORTHERN TRUST CORP | 80 / 80 | $244.0B |
Ranked by how many of Granite Investment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ge Vernova Inc COM | $64.8M | 55.2K | 3.3% | ▼−2.3% Reduced · −1K sh | |
| 2 | Apple Inc COM | $63.1M | 218.0K | 3.2% | ▼−0.5% Reduced · −1K sh | |
| 3 | Alphabet Inc CAP STK CL C | $57.7M | 163.3K | 3.0% | ▲+0.1% Added · +145 sh | |
| 4 | Microsoft Corp COM | $50.8M | 136.2K | 2.6% | ▼−2.5% Reduced · −4K sh | |
| 5 | Ge Aerospace COM NEW | $46.9M | 125.4K | 2.4% | ▼−0.7% Reduced · −921 sh | |
| 6 | Nvidia Corporation COM | $46.3M | 231.2K | 2.4% | ▼−0.7% Reduced · −2K sh | |
| 7 | Amazon Com Inc COM | $42.1M | 176.4K | 2.2% | ▼−0.9% Reduced · −2K sh | |
| 8 | Eaton Corp PLC SHS | $36.6M | 85.9K | 1.9% | ▼−0.3% Reduced · −274 sh | |
| 9 | Rockwell Automation Inc COM | $33.2M | 67.1K | 1.7% | ▼−0.5% Reduced · −335 sh | |
| 10 | Eli Lilly & Co COM | $32.4M | 27.0K | 1.7% | ▼−0.5% Reduced · −142 sh | |
| 11 | Novanta Inc COM | $26.2M | 161.8K | 1.3% | ▲+42% Added · +48K sh | |
| 12 | Hubbell Inc COM | $25.3M | 48.4K | 1.3% | ▼~0% Reduced · −7 sh | |
| 13 | Wintrust Finl Corp COM | $24.6M | 153.3K | 1.3% | ▼−0.1% Reduced · −131 sh | |
| 14 | Visa Inc COM CL A | $24.4M | 71.2K | 1.3% | ▼−1.1% Reduced · −800 sh | |
| 15 | Deere & Co COM | $23.5M | 37.0K | 1.2% | ▼−1.0% Reduced · −363 sh | |
| 16 | Digitalocean Hldgs Inc COM | $23.3M | 148.6K | 1.2% | ▼−12% Reduced · −20K sh | |
| 17 | Regal Rexnord Corporation COM | $21.9M | 92.0K | 1.1% | ▲+20% Added · +15K sh | |
| 18 | JPMorgan Chase & Co COM | $21.3M | 65.0K | 1.1% | ▼~0% Reduced · −30 sh | |
| 19 | Callaway Golf Co COM | $20.8M | 1.11M | 1.1% | ▲+48% Added · +358K sh | |
| 20 | Axsome Therapeutics Inc. COM | $19.6M | 80.1K | 1.0% | ▼−0.2% Reduced · −175 sh | |
| 21 | Old Dominion Freight Line In COM | $19.6M | 90.5K | 1.0% | ▲+0.4% Added · +376 sh | |
| 22 | Onto Innovation Inc COM | $18.3M | 48.4K | 0.9% | ▼−29% Reduced · −20K sh | |
| 23 | S&P Global Inc COM | $18.3M | 44.9K | 0.9% | ▼−0.7% Reduced · −326 sh | |
| 24 | Ligand Pharmaceuticals Inc COM NEW | $17.1M | 54.1K | 0.9% | ▼~0% Reduced · −27 sh | |
| 25 | Crowdstrike Hldgs Inc CL A | $16.9M | 22.1K | 0.9% | ▼−1.7% Reduced · −374 sh | |
| 26 | Costco Wholesale Corporation COM | $16.8M | 18.0K | 0.9% | ▼−1.7% Reduced · −320 sh | |
| 27 | Herc Hldgs Inc COM | $16.3M | 114.0K | 0.8% | ▲+387% Added · +91K sh | |
| 28 | Adaptive Biotechnologies Cor COM | $16.2M | 757.2K | 0.8% | ▲+51% Added · +257K sh | |
| 29 | Ducommun Inc Del COM | $16.1M | 86.7K | 0.8% | ▲49× Added · +85K sh | |
| 30 | Casella Waste Sys Inc CL A | $15.8M | 163.2K | 0.8% | ▼−0.2% Reduced · −338 sh | |
| 31 | Delta Air Lines Inc COM NEW | $15.8M | 168.7K | 0.8% | ▲+72% Added · +70K sh | |
| 32 | Paccar Inc COM | $15.7M | 130.9K | 0.8% | ▲+0.9% Added · +1K sh | |
| 33 | Meta Platforms Inc CL A | $15.7M | 27.9K | 0.8% | ▼−1.2% Reduced · −330 sh | |
| 34 | Power Integrations Inc COM | $15.6M | 186.4K | 0.8% | ▼−43% Reduced · −139K sh | |
| 35 | Allegro Microsystems Inc COM | $15.0M | 215.7K | 0.8% | ▲New New position | |
| 36 | Corcept Therapeutics Inc COM | $15.0M | 172.2K | 0.8% | ▲New New position | |
| 37 | Everus Constr Group COM | $14.9M | 89.8K | 0.8% | ▲+1.6% Added · +1K sh | |
| 38 | Veracyte Inc COM | $14.9M | 252.9K | 0.8% | ▼−15% Reduced · −46K sh | |
| 39 | Stryker Corporation COM | $14.7M | 46.8K | 0.8% | ▼−1.0% Reduced · −487 sh | |
| 40 | Firstcash Holdings Inc COM | $14.6M | 67.6K | 0.7% | ▼−0.1% Reduced · −90 sh | |
| 41 | Guardant Health Inc COM | $14.4M | 95.8K | 0.7% | ▲~0% Added · +34 sh | |
| 42 | Boeing Co COM | $13.9M | 64.3K | 0.7% | ▲+5.4% Added · +3K sh | |
| 43 | Saia Inc COM | $13.6M | 32.2K | 0.7% | ▲+19% Added · +5K sh | |
| 44 | Badger Meter Inc COM | $13.6M | 91.5K | 0.7% | ▲+50% Added · +30K sh | |
| 45 | Hayward Hldgs Inc COM | $13.4M | 775.3K | 0.7% | ▲+0.4% Added · +3K sh | |
| 46 | Oceaneering Intl Inc COM | $13.3M | 328.4K | 0.7% | ▲+0.4% Added · +1K sh | |
| 47 | Keysight Technologies Inc COM | $13.1M | 37.5K | 0.7% | ▲+0.7% Added · +276 sh | |
| 48 | Vse Corp COM | $13.1M | 57.2K | 0.7% | ▼−0.2% Reduced · −143 sh | |
| 49 | Veeco Instrs Inc Del COM | $13.0M | 171.8K | 0.7% | ▲New New position | |
| 50 | Timken Co COM | $13.0M | 89.5K | 0.7% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1542266/holdings"
Use Arkolith to show Granite Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 277 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 263 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 244 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 10, 2025 | 249 | $1.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 255 | $2.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 256 | $2.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 261 | $2.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 245 | $2.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.