StockDriftsStockDriftsTop 50 Granite Investment Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.42% | 219.0K | $55.6M | +10.08%(+20.07K) | $97.12(+207.75%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.18% | 139.8K | $51.8M | -5.15%(-7.60K) | $77.50(+422.82%) | 2026-03-31 | |
| GEV | GE VERNOVA INC | 3.03% | 56.5K | $49.3M | -2.91%(-1.70K) | $178.82(+494.20%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.88% | 163.2K | $46.8M | -3.18%(-5.37K) | $122.28(+226.33%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.5% | 233.0K | $40.6M | +0.08%(+180) | $15.95(+1316.27%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.28% | 178.1K | $37.1M | +0.32%(+577) | $27.57(+879.97%) | 2026-03-31 | |
| GE | GE AEROSPACE | 2.2% | 126.3K | $35.8M | +1.46%(+1.82K) | $111.40(+164.56%) | 2026-03-31 | |
| ETN | EATON CORP PLC | 1.9% | 86.2K | $30.8M | -4.69%(-4.24K) | $150.84(+169.79%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 1.53% | 27.1K | $25.0M | -0.96%(-264) | $337.68(+200.80%) | 2026-03-31 | |
| ROK | ROCKWELL AUTOMATION INC | 1.49% | 67.5K | $24.2M | +3.08%(+2.01K) | $246.35(+84.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.31% | +34.22% |
| Top 20 Holdings Unweighted | +10.41% | +34.61% |
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