We are live on ! Find out more
GIP

Granite Investment Partners Portfolio holdings

AUM $1.63B
1-Year Est. Return 38.09%
This Fund
S&P 500
This Quarter Est. Return
+1.89%
1 Year Est. Return
+38.09%
3 Year Est. Return
+97.27%
5 Year Est. Return
+136.42%
10 Year Est. Return
+1,029.15%
AUM
$1.63B
AUM Growth
-$60.9M
Cap. Flow
-$14.2M
Cap. Flow %
-0.87%
Top 10 Hldgs %
24.41%
Holding
284
New
40
Increased
92
Reduced
98
Closed
21

Top Buys

Rank Stock Value
1
BMI icon
Badger Meter
BMI
+$9.58M
2
APPF icon
AppFolio
APPF
+$9.24M
3
LRN icon
Stride
LRN
+$8.66M
4
CSW
CSW Industrials
CSW
+$8.45M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$7.97M

Top Sells

Rank Stock Value
1
CBZ icon
CBIZ
CBZ
+$15.3M
2
ICUI icon
ICU Medical
ICUI
+$10.3M
3
EVR icon
Evercore
EVR
+$9.73M
4
CLBT icon
Cellebrite
CLBT
+$9.61M
5
EXPO icon
Exponent
EXPO
+$9.24M

Sector Composition

Rank Sector Weight
1 Industrials 28.52%
2 Technology 24.37%
3 Healthcare 13.54%
4 Financials 9.78%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.89T
$55.6M 3.42%
219,048
+20,065
+10% +$5.22M
MSFT icon
2
Microsoft
MSFT
$2.84T
$51.8M 3.18%
139,809
-7,597
-5% -$3.18M
GEV icon
3
GE Vernova
GEV
$270B
$49.3M 3.03%
56,481
-1,695
-3% -$1.32M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.9T
$46.8M 2.88%
163,179
-5,365
-3% -$1.69M
NVDA icon
5
NVIDIA
NVDA
$5.01T
$40.6M 2.5%
232,951
+180
+0.1% +$33K
AMZN icon
6
Amazon
AMZN
$2.5T
$37.1M 2.28%
178,135
+577
+0.3% +$127K
GE icon
7
GE Aerospace
GE
$367B
$35.8M 2.2%
126,308
+1,816
+1% +$571K
ETN icon
8
Eaton
ETN
$157B
$30.8M 1.9%
86,199
-4,243
-5% -$1.51M
LLY icon
9
Eli Lilly
LLY
$1.07T
$25M 1.53%
27,139
-264
-1% -$268K
ROK icon
10
Rockwell Automation
ROK
$51.4B
$24.2M 1.49%
67,451
+2,014
+3% +$795K
HUBB icon
11
Hubbell
HUBB
$25.7B
$23.7M 1.46%
48,394
+451
+0.9% +$222K
V icon
12
Visa
V
$677B
$21.7M 1.34%
71,962
-1,251
-2% -$402K
WTFC icon
13
Wintrust Financial
WTFC
$10.7B
$21.3M 1.31%
153,453
-9,535
-6% -$1.38M
DE icon
14
Deere & Co
DE
$170B
$21M 1.29%
37,363
-104
-0.3% -$58.7K
SPGI icon
15
S&P Global
SPGI
$126B
$19.2M 1.18%
45,184
+590
+1% +$274K
JPM icon
16
JPMorgan Chase
JPM
$939B
$19.1M 1.18%
65,016
+518
+0.8% +$157K
COST icon
17
Costco
COST
$415B
$18.3M 1.12%
18,327
+444
+2% +$433K
MEOH icon
18
Methanex
MEOH
$4.32B
$18.1M 1.11%
303,631
-10,619
-3% -$534K
TSEM icon
19
Tower Semiconductor
TSEM
$26.4B
$18M 1.11%
102,856
-5,771
-5% -$776K
ODFL icon
20
Old Dominion Freight Line
ODFL
$48.5B
$17.6M 1.08%
90,092
+17,887
+25% +$3.34M
POWI icon
21
Power Integrations
POWI
$3.54B
$16.6M 1.02%
324,926
-30,105
-8% -$1.38M
META icon
22
Meta Platforms (Facebook)
META
$1.51T
$16.1M 0.99%
28,197
+218
+0.8% +$140K
SYK icon
23
Stryker
SYK
$127B
$15.5M 0.96%
47,288
-8,704
-16% -$3.12M
PCAR icon
24
PACCAR
PCAR
$69.6B
$15M 0.92%
129,656
+11,355
+10% +$1.37M
DOCN icon
25
DigitalOcean
DOCN
$14.4B
$14.4M 0.89%
168,311
-37,573
-18% -$2.37M
1
2 3 4 5

Similar funds

SFG
Sather Financial Group Victoria, Texas $1.63B AUM 12.6% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
AIP
AE Industrial Partners Boca Raton, Florida $1.63B AUM 5.44% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Granite Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Granite Investment Partners held 284 positions worth $1.63B, down 3.6% from $1.69B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Granite Investment Partners's Q1 2026 filing shows 40 new, 92 increased, 98 reduced and 21 closed positions. Its largest new stake was Badger Meter: 61,060 shares worth $9.3M. The largest sale was CBIZ, an estimated $15.3M.

By sector, the portfolio is most concentrated in Industrials at 29% of assets, up from 26% a quarter earlier, followed by Technology and Healthcare.

  • Granite Investment Partners's largest Q1 2026 buy was Badger Meter: 61,060 shares worth $9.3M.
  • Granite Investment Partners added most to Callaway Golf Company in Q1 2026, an estimated $6.79M increase.
  • Granite Investment Partners's biggest Q1 2026 reduction was Exponent, cutting an estimated $9.24M.
  • Granite Investment Partners fully exited CBIZ in Q1 2026, selling an estimated $15.3M.
  • Granite Investment Partners's ten largest holdings make up 24% of its $1.63B portfolio in Q1 2026.
  • Granite Investment Partners opened 40 new positions and closed 21 in Q1 2026.
  • Granite Investment Partners's portfolio value fell 3.6% quarter-over-quarter to $1.63B.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.