Granite Investment Partners, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GE VERNOVA INC(GEV) | 58,176 | 56,481 | -1,695 | 38,022,088 | 49,302,075 | 3.03% | +11,279,987 |
| STRIDE INC(LRN) | 0 | 106,800 | +106,800 | 0 | 9,416,556 | 0.58% | +9,416,556 |
| BADGER METER INC | 0 | 61,060 | +61,060 | 0 | 9,302,519 | 0.57% | +9,302,519 |
| APPFOLIO INC(APPF) | 0 | 48,774 | +48,774 | 0 | 7,697,513 | 0.47% | +7,697,513 |
| CSW INDUSTRIALS INC(CSW) | 0 | 29,080 | +29,080 | 0 | 7,577,666 | 0.47% | +7,577,666 |
| CALLAWAY GOLF CO(CALY) | 266,334 | 750,571 | +484,237 | 3,108,118 | 10,417,925 | 0.64% | +7,309,807 |
| ELEMENT SOLUTIONS INC(ESI) | 0 | 212,055 | +212,055 | 0 | 7,239,558 | 0.45% | +7,239,558 |
| COGNEX CORP(CGNX) | 0 | 147,002 | +147,002 | 0 | 7,201,628 | 0.44% | +7,201,628 |
| ADAPTIVE BIOTECHNOLOGIES COR(ADPT) | 0 | 500,061 | +500,061 | 0 | 6,940,847 | 0.43% | +6,940,847 |
| ESQUIRE FINL HLDGS INC(ESQ) | 0 | 61,334 | +61,334 | 0 | 6,593,405 | 0.41% | +6,593,405 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 72,205 | 90,092 | +17,887 | 11,321,744 | 17,603,977 | 1.08% | +6,282,233 |
| RUSH ENTERPRISES INC(RUSHA) | 64,084 | 143,619 | +79,535 | 3,456,691 | 9,494,652 | 0.58% | +6,037,961 |
| OCEANEERING INTL INC(OII) | 238,380 | 327,053 | +88,673 | 5,728,271 | 11,600,570 | 0.71% | +5,872,299 |
| METHANEX CORP(MEOH) | 314,250 | 303,631 | -10,619 | 12,482,010 | 18,078,190 | 1.11% | +5,596,180 |
| NEOGENOMICS INC(NEO) | 0 | 752,478 | +752,478 | 0 | 5,583,387 | 0.34% | +5,583,387 |
| TOWER SEMICONDUCTOR LTD(TSEM) | 108,627 | 102,856 | -5,771 | 12,754,982 | 18,049,171 | 1.11% | +5,294,189 |
| REGAL REXNORD CORPORATION(RRX) | 65,193 | 76,538 | +11,345 | 9,147,882 | 14,332,506 | 0.88% | +5,184,624 |
| DELTA AIR LINES INC(DAL) | 19,666 | 98,188 | +78,522 | 1,364,820 | 6,527,538 | 0.40% | +5,162,718 |
| PAYLOCITY HLDG CORP(PCTY) | 0 | 47,320 | +47,320 | 0 | 5,112,453 | 0.31% | +5,112,453 |
| DIGITALOCEAN HLDGS INC(DOCN) | 205,884 | 168,311 | -37,573 | 9,907,138 | 14,437,718 | 0.89% | +4,530,580 |
| POWER INTEGRATIONS INC(POWI) | 355,031 | 324,926 | -30,105 | 12,617,802 | 16,636,216 | 1.02% | +4,018,414 |
| DEERE & CO(DE) | 37,467 | 37,363 | -104 | 17,443,511 | 21,046,578 | 1.29% | +3,603,067 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 35,871 | 37,245 | +1,374 | 7,288,628 | 10,516,871 | 0.65% | +3,228,243 |
| SAIA INC(SAIA) | 19,595 | 27,089 | +7,494 | 6,398,159 | 9,515,824 | 0.59% | +3,117,665 |
| NLIGHT INC(LASR) | 186,815 | 177,359 | -9,456 | 7,007,431 | 10,113,010 | 0.62% | +3,105,579 |
| COSTCO WHOLESALE CORPORATION(COST) | 17,883 | 18,327 | +444 | 15,421,226 | 18,261,573 | 1.12% | +2,840,347 |
| ONTO INNOVATION INC(ONTO) | 72,239 | 68,437 | -3,802 | 11,403,649 | 14,034,376 | 0.86% | +2,630,727 |
| FLOOR & DECOR HLDGS INC(FND) | 74,210 | 138,726 | +64,516 | 4,518,647 | 7,047,281 | 0.43% | +2,528,634 |
| ALBANY INTL CORP | 63,031 | 108,420 | +45,389 | 3,195,672 | 5,660,608 | 0.35% | +2,464,936 |
| HUBBELL INC(HUBB) | 47,943 | 48,394 | +451 | 21,291,966 | 23,748,872 | 1.46% | +2,456,906 |
| EVERUS CONSTR GROUP(ECG) | 93,608 | 88,319 | -5,289 | 8,009,100 | 10,426,941 | 0.64% | +2,417,841 |
| BOEING CO(BA) | 45,147 | 61,048 | +15,901 | 9,802,317 | 12,150,383 | 0.75% | +2,348,066 |
| HERC HLDGS INC(HRI) | 0 | 23,416 | +23,416 | 0 | 2,331,088 | 0.14% | +2,331,088 |
| CERTARA INC(CERT) | 0 | 373,705 | +373,705 | 0 | 2,130,119 | 0.13% | +2,130,119 |
| EATON CORP PLC(ETN) | 90,442 | 86,199 | -4,243 | 28,806,681 | 30,830,796 | 1.90% | +2,024,115 |
| PACCAR INC(PCAR) | 118,301 | 129,656 | +11,355 | 12,955,143 | 14,975,210 | 0.92% | +2,020,067 |
| UNITED AIRLS HLDGS INC(UAL) | 12,685 | 36,195 | +23,510 | 1,418,437 | 3,332,474 | 0.20% | +1,914,037 |
| INTERPARFUMS INC(IPAR) | 30,941 | 48,965 | +18,024 | 2,624,725 | 4,447,981 | 0.27% | +1,823,256 |
| HOME DEPOT INC(HD) | 23,298 | 29,333 | +6,035 | 8,016,842 | 9,647,330 | 0.59% | +1,630,488 |
| TRINITY INDS INC(TRN) | 403,037 | 381,728 | -21,309 | 10,656,298 | 12,284,006 | 0.76% | +1,627,708 |
| DISNEY WALT CO(DIS) | 31,268 | 53,021 | +21,753 | 3,557,360 | 5,110,164 | 0.31% | +1,552,804 |
| KURA SUSHI USA INC | 109,300 | 103,999 | -5,301 | 5,719,669 | 7,258,090 | 0.45% | +1,538,421 |
| JOHNSON & JOHNSON(JNJ) | 45,885 | 45,045 | -840 | 9,495,901 | 11,010,800 | 0.68% | +1,514,899 |
| APPLE INC(AAPL) | 198,983 | 219,048 | +20,065 | 54,095,518 | 55,592,206 | 3.42% | +1,496,688 |
| CATERPILLAR INC(CAT) | 6,938 | 7,685 | +747 | 3,974,572 | 5,444,515 | 0.33% | +1,469,943 |
| LIMBACH HLDGS INC(LMB) | 91,697 | 110,269 | +18,572 | 7,138,611 | 8,606,495 | 0.53% | +1,467,884 |
| DORMAN PRODS INC(DORM) | 18,812 | 35,544 | +16,732 | 2,317,450 | 3,709,372 | 0.23% | +1,391,922 |
| HALOZYME THERAPEUTICS INC(HALO) | 29,300 | 51,719 | +22,419 | 1,971,890 | 3,342,599 | 0.21% | +1,370,709 |
| LITTELFUSE INC(LFUS) | 13,766 | 14,177 | +411 | 3,481,697 | 4,810,965 | 0.30% | +1,329,268 |
| FIRSTCASH HOLDINGS INC(FCFS) | 71,818 | 67,704 | -4,114 | 11,446,353 | 12,728,352 | 0.78% | +1,281,999 |
| VERICEL CORP(VCEL) | 72,180 | 120,236 | +48,056 | 2,599,202 | 3,867,992 | 0.24% | +1,268,790 |
| E L F BEAUTY INC(ELF) | 66,550 | 102,433 | +35,883 | 5,060,462 | 6,208,464 | 0.38% | +1,148,002 |
| APELLIS PHARMACEUTICALS INC COM | 327,094 | 231,917 | -95,177 | 8,216,601 | 9,330,021 | 0.57% | +1,113,420 |
| BIO-TECHNE CORP(TECH) | 104,808 | 137,562 | +32,754 | 6,163,758 | 7,188,965 | 0.44% | +1,025,207 |
| LINDE PLC(LIN) | 12,225 | 12,496 | +271 | 5,212,618 | 6,194,907 | 0.38% | +982,289 |
| CHEVRON CORPORATION(CVX) | 18,887 | 18,081 | -806 | 2,878,568 | 3,740,959 | 0.23% | +862,391 |
| NVENT ELEC PLC(NVT) | 52,319 | 52,385 | +66 | 5,334,968 | 6,196,098 | 0.38% | +861,130 |
| ANALOG DEVICES INC(ADI) | 21,822 | 21,295 | -527 | 5,918,126 | 6,774,791 | 0.42% | +856,665 |
| POWELL INDS INC(POWL) | 34,529 | 21,909 | -12,620 | 11,007,155 | 11,854,522 | 0.73% | +847,367 |
| ESCO TECHNOLOGIES INC(ESE) | 12,720 | 11,679 | -1,041 | 2,485,361 | 3,286,120 | 0.20% | +800,759 |
| VERRA MOBILITY CORP | 81,861 | 181,153 | +99,292 | 1,834,505 | 2,588,676 | 0.16% | +754,171 |
| WW GRAINGER INC(GWW) | 3,519 | 3,934 | +415 | 3,550,847 | 4,291,247 | 0.26% | +740,400 |
| FLUOR CORP(FLR) | 70,966 | 73,212 | +2,246 | 2,812,383 | 3,415,340 | 0.21% | +602,957 |
| WESCO INTL INC(WCC) | 32,880 | 31,160 | -1,720 | 8,043,763 | 8,526,029 | 0.52% | +482,266 |
| WATERS CORP(WAT) | 0 | 1,406 | +1,406 | 0 | 418,707 | 0.03% | +418,707 |
| UNIVERSAL TECHNICAL INST INC(UTI) | 0 | 9,675 | +9,675 | 0 | 349,268 | 0.02% | +349,268 |
| SHOPIFY INC(SHOP) | 0 | 2,753 | +2,753 | 0 | 326,561 | 0.02% | +326,561 |
| BWX TECHNOLOGIES INC(BWXT) | 0 | 1,579 | +1,579 | 0 | 322,890 | 0.02% | +322,890 |
| HEXCEL CORP NEW(HXL) | 0 | 3,941 | +3,941 | 0 | 318,945 | 0.02% | +318,945 |
| FLOWSERVE CORP(FLS) | 0 | 4,277 | +4,277 | 0 | 314,402 | 0.02% | +314,402 |
| AMBARELLA INC(AMBA) | 27,769 | 44,240 | +16,471 | 1,967,156 | 2,277,254 | 0.14% | +310,098 |
| VERIZON COMMUNICATIONS INC(VZ) | 33,727 | 33,402 | -325 | 1,373,701 | 1,676,780 | 0.10% | +303,079 |
| GATX CORP(GATX) | 0 | 1,703 | +1,703 | 0 | 290,770 | 0.02% | +290,770 |
| COMMERCIAL VEH GROUP INC | 0 | 84,078 | +84,078 | 0 | 286,706 | 0.02% | +286,706 |
| CAVA GROUP INC(CAVA) | 0 | 3,483 | +3,483 | 0 | 281,775 | 0.02% | +281,775 |
| MARRIOTT INTL INC NEW(MAR) | 5,833 | 6,305 | +472 | 1,809,630 | 2,062,176 | 0.13% | +252,546 |
| LINCOLN EDL SVCS CORP(LINC) | 0 | 6,095 | +6,095 | 0 | 247,945 | 0.02% | +247,945 |
| LEONARDO DRS INC(DRS) | 0 | 5,540 | +5,540 | 0 | 246,641 | 0.02% | +246,641 |
| VIKING HOLDINGS LTD(VIK) | 0 | 3,244 | +3,244 | 0 | 238,369 | 0.01% | +238,369 |
| SIMPSON MFG INC(SSD) | 15,527 | 15,986 | +459 | 2,507,145 | 2,743,517 | 0.17% | +236,372 |
| VISHAY PRECISION GROUP INC(VPG) | 0 | 5,416 | +5,416 | 0 | 235,163 | 0.01% | +235,163 |
| EXXON MOBIL CORP | 13,595 | 10,967 | -2,628 | 1,636,022 | 1,860,661 | 0.11% | +224,639 |
| DONALDSON INC(DCI) | 10,940 | 14,050 | +3,110 | 969,940 | 1,192,424 | 0.07% | +222,484 |
| DUCOMMUN INC DEL(DCO) | 0 | 1,772 | +1,772 | 0 | 216,184 | 0.01% | +216,184 |
| PRIMERICA INC(PRI) | 0 | 848 | +848 | 0 | 212,316 | 0.01% | +212,316 |
| HAWKINS INC(HWKN) | 77,968 | 73,480 | -4,488 | 11,076,134 | 11,286,528 | 0.69% | +210,394 |
| ETON PHARMACEUTICALS INC(ETON) | 0 | 8,479 | +8,479 | 0 | 209,262 | 0.01% | +209,262 |
| CME GROUP INC(CME) | 0 | 684 | +684 | 0 | 202,019 | 0.01% | +202,019 |
| UNION PAC CORP(UNP) | 5,799 | 6,354 | +555 | 1,341,425 | 1,541,607 | 0.09% | +200,182 |
| NEW YORK TIMES CO MTN BE(NYT) | 6,595 | 7,416 | +821 | 457,825 | 620,918 | 0.04% | +163,093 |
| PEPSICO INC(PEP) | 43,959 | 41,594 | -2,365 | 6,308,996 | 6,459,132 | 0.40% | +150,136 |
| RICHARDSON ELECTRS LTD | 0 | 13,069 | +13,069 | 0 | 143,106 | 0.01% | +143,106 |
| MARTEN TRANS LTD(MRTN) | 0 | 10,806 | +10,806 | 0 | 141,883 | 0.01% | +141,883 |
| AMGEN INC(AMGN) | 5,430 | 5,430 | 0 | 1,777,293 | 1,910,546 | 0.12% | +133,253 |
| SPIRE GLOBAL INC | 0 | 10,257 | +10,257 | 0 | 129,033 | 0.01% | +129,033 |
| LIGHTPATH TECHNOLOGIES INC | 0 | 12,231 | +12,231 | 0 | 122,677 | 0.01% | +122,677 |
| UNITED STATES ANTIMONY CORP | 0 | 13,935 | +13,935 | 0 | 121,653 | 0.01% | +121,653 |
| MONDELEZ INTL INC(MDLZ) | 29,107 | 29,284 | +177 | 1,566,830 | 1,687,930 | 0.10% | +121,100 |
| MAMAS CREATIONS INC | 15,295 | 21,167 | +5,872 | 206,330 | 324,702 | 0.02% | +118,372 |
| LOCKHEED MARTIN CORP(LMT) | 930 | 930 | 0 | 449,813 | 562,083 | 0.03% | +112,270 |