StockDriftsStockDriftsTop 50 Granite Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | 3.32% | 55.2K | $64.8M | -2.30%(-1.30K) | $178.82(+469.81%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.23% | 218.0K | $63.1M | -0.47%(-1.04K) | $97.12(+215.78%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.96% | 163.3K | $57.7M | +0.09%(+145) | $123.84(+183.02%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.6% | 136.2K | $50.8M | -2.55%(-3.56K) | $77.50(+548.68%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.4% | 125.4K | $46.9M | -0.73%(-921) | $111.40(+232.93%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.37% | 231.2K | $46.3M | -0.74%(-1.72K) | $15.95(+1282.59%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.15% | 176.4K | $42.1M | -0.95%(-1.69K) | $27.57(+897.46%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 1.88% | 85.9K | $36.6M | -0.32%(-274) | $150.84(+201.71%) | 2026-06-30 | |
| ROK | ROCKWELL AUTOMATION INC | 1.7% | 67.1K | $33.2M | -0.50%(-335) | $246.35(+79.47%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.66% | 27.0K | $32.4M | -0.52%(-142) | $337.68(+263.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.38% | +49.64% | +3.72% | +20.04% |
| Top 20 Holdings Unweighted | +13.83% | +47.48% | +4.08% | +22.11% |
Granite Investment Partners, LLC reports $1.95B in US-listed equity holdings across 277 positions in its most recent 13F filing. Its largest disclosed positions are GEV (3.3%), AAPL (3.2%) and GOOG (3.0%). The top 20 holdings account for 36.1% of reported assets. Its disclosed equity book has returned +49.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Granite Investment Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542266). View Granite Investment Partners, LLC’s 13F filings on SEC