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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
NEO icon
101
NeoGenomics
NEO
$1.81B
$5.58M 0.34%
+752,478
New +$7.92M
TMO icon
102
Thermo Fisher Scientific
TMO
$211B
$5.46M 0.34%
11,098
+99
+0.9% +$53.7K
CAT icon
103
Caterpillar
CAT
$409B
$5.44M 0.33%
7,685
+747
+11% +$517K
ADSK icon
104
Autodesk
ADSK
$44.3B
$5.36M 0.33%
22,397
-430
-2% -$108K
ABT icon
105
Abbott
ABT
$180B
$5.35M 0.33%
52,132
-2,002
-4% -$226K
INTU icon
106
Intuit
INTU
$81.1B
$5.14M 0.32%
11,897
-2,677
-18% -$1.28M
PCTY icon
107
Paylocity
PCTY
$6.71B
$5.11M 0.31%
+47,320
New +$5.81M
DIS icon
108
Walt Disney
DIS
$165B
$5.11M 0.31%
53,021
+21,753
+70% +$2.3M
DHR icon
109
Danaher
DHR
$135B
$5.04M 0.31%
26,604
-900
-3% -$192K
EXPO icon
110
Exponent
EXPO
$2.98B
$4.97M 0.31%
76,194
-130,027
-63% -$9.24M
PI icon
111
Impinj
PI
$3.89B
$4.89M 0.3%
47,639
-2,894
-6% -$385K
ATS icon
112
ATS Corp
ATS
$2.56B
$4.88M 0.3%
173,031
-30,845
-15% -$928K
LFUS icon
113
Littelfuse
LFUS
$10.2B
$4.81M 0.3%
14,177
+411
+3% +$133K
LPX icon
114
Louisiana-Pacific
LPX
$5.2B
$4.76M 0.29%
65,405
-3,373
-5% -$284K
J icon
115
Jacobs Solutions
J
$15.9B
$4.65M 0.29%
36,526
-415
-1% -$56.4K
SCHB icon
116
Schwab US Broad Market ETF
SCHB
$42.8B
$4.56M 0.28%
181,793
-3,000
-2% -$78.7K
CHEF icon
117
Chefs' Warehouse
CHEF
$3.87B
$4.54M 0.28%
76,427
-56,430
-42% -$3.61M
C icon
118
Citigroup
C
$222B
$4.48M 0.28%
39,499
+1,161
+3% +$132K
IPAR icon
119
Interparfums
IPAR
$3.92B
$4.45M 0.27%
48,965
+18,024
+58% +$1.71M
CIBR icon
120
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
$4.39M 0.27%
70,045
-1,100
-2% -$73.8K
GWW icon
121
W.W. Grainger
GWW
$65.3B
$4.29M 0.26%
3,934
+415
+12% +$453K
CCC
122
CCC Intelligent Solutions
CCC
$3.42B
$4.26M 0.26%
709,870
+30,235
+4% +$198K
AMSF icon
123
AMERISAFE
AMSF
$569M
$4.21M 0.26%
126,207
-714
-0.6% -$25.7K
FROG icon
124
JFrog
FROG
$9.71B
$4.2M 0.26%
89,397
+14,368
+19% +$706K
ADBE icon
125
Adobe
ADBE
$89.5B
$4.1M 0.25%
16,852
+3,946
+31% +$1.09M
3 4
5
6 7

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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.