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13F-HR filed by Granite Investment Partners, LLC

Granite Investment Partners, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 261 holding rows worth $2,312,848,458.

Accession
0001398344-25-002698
Filed
2025-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 261 entries on the cover page, a total value of $2,312,848,458 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,312,848,458 with VALUE read as dollars as filed, 13F file number 028-14862. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM171,436$72,260,274dollars as filed
Apple Inc037833100COM271,351$67,951,717dollars as filed
Amazon.com, Inc023135106COM216,707$47,543,349dollars as filed
CBIZ INC124805102COM561,249$45,927,006dollars as filed
NVIDIA Corp67066G104COM319,767$42,941,510dollars as filed
CASELLA WASTE SYS INC147448104CL A383,557$40,584,166dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM203,700$38,792,628dollars as filed
FRESHPET INC COM358039105Stock246,872$36,564,212dollars as filed
DUTCH BROS INC26701L100CL A695,430$36,426,623dollars as filed
WINTRUST FINL CORP COM97650W108Stock282,551$35,236,935dollars as filed
AGILYSYS INC00847J105COM258,224$34,010,683dollars as filed
Eaton Corp. PlcG29183103COM102,383$33,977,846dollars as filed
Eli Lilly and Company532457108COM41,806$32,274,232dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock606,592$31,245,554dollars as filed
Visa Inc92826C839COM98,501$31,130,256dollars as filed
PAYCOR HCM INC70435P102COM1,522,098$28,265,360dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock332,459$27,909,933dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW1,019,941$26,906,044dollars as filed
HUBBELL INC COM443510607Stock61,549$25,782,261dollars as filed
VERACYTE INC COM92337F107Stock649,017$25,701,073dollars as filed
BELDEN INC COM077454106Stock226,203$25,472,720dollars as filed
S&P Global,Inc.78409V104COM50,635$25,217,749dollars as filed
General Electric Company369604301COM144,452$24,093,149dollars as filed
LOUISIANA PAC CORP COM546347105Stock220,544$22,837,331dollars as filed
NEOGEN CORP640491106COM1,816,232$22,049,056dollars as filed
GE Vernova Inc.36828A101COM66,768$21,961,998dollars as filed
Stryker Corporation863667101COM60,616$21,824,791dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock72,326$20,670,048dollars as filed
NOVOCURE LTDG6674U108ORD SHS686,727$20,464,465dollars as filed
EVERUS CONSTR GROUP COM300426103Stock309,226$20,331,610dollars as filed
SITIME CORP COM82982T106Stock93,591$20,078,077dollars as filed
INTERPARFUMS INC COM458334109Stock151,926$19,979,788dollars as filed
OUTFRONT MEDIA INC69007J106COM1,118,104$19,835,165dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM149,399$19,686,306dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock409,281$19,567,725dollars as filed
Deere & Company244199105COM45,464$19,263,097dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock537,187$19,102,370dollars as filed
FIRST HAWAIIAN INC32051X108COM732,713$19,013,902dollars as filed
Costco Wholesale Corporation22160K105COM19,516$17,881,925dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK1,578,549$17,663,963dollars as filed
META PLATFORMS INC CL A30303M102COM28,902$16,922,410dollars as filed
AZEK CO INC05478C105CL A354,572$16,831,533dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock93,945$16,571,898dollars as filed
HAYWARD HLDGS INC421298100COM1,069,361$16,350,530dollars as filed
CUSHMAN WAKEFIELD PLCG2717B108SHS1,243,389$16,263,528dollars as filed
BlackRock,Inc.09290D101COM15,832$16,229,542dollars as filed
FLUOR CORP343412102COM326,384$16,097,259dollars as filed
PACCAR INC COM693718108Stock153,394$15,956,044dollars as filed
ICU MED INC44930G107COM102,087$15,840,840dollars as filed
AMICUS THERAPEUTICS INC03152W109COM1,669,534$15,727,010dollars as filed
ONTERRIS INC615111101COM846,834$15,708,771dollars as filed
CHART INDS INC16115Q308COM81,709$15,593,346dollars as filed
INARI MED INC45332Y109COM299,319$15,280,235dollars as filed
TERRENO RLTY CORP88146M101COM254,661$15,060,652dollars as filed
ESAB CORPORATION29605J106COM124,663$14,952,080dollars as filed
AMPHASTAR PHARMACEUTICALS IN03209R103COM396,702$14,729,545dollars as filed
HELMERICH & PAYNE INC423452101COM457,556$14,650,943dollars as filed
SHERWIN WILLIAMS CO824348106COM43,094$14,648,943dollars as filed
TRINITY INDS INC896522109COM414,017$14,531,997dollars as filed
MAGNITE INC COM55955D100Stock908,811$14,468,271dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS134,189$14,268,316dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM133,021$13,780,976dollars as filed
WALKER&DUNLOPINC93148P102STOK137,204$13,337,601dollars as filed
KURA SUSHI USA INC501270102CL A COM143,456$12,994,244dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW115,538$12,379,897dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM35,583$12,175,079dollars as filed
GMS INC36251C103COM140,431$11,912,762dollars as filed
DONNELLEY FINL SOLUTIONS INC25787G100COM187,794$11,780,318dollars as filed
CRANE COMPANY COMMON STOCK224408104Stock76,594$11,623,140dollars as filed
THE BALDWIN INSURANCE GRP IN05589G102COM CL A297,367$11,525,945dollars as filed
Automatic Data Processing,Inc.053015103COM39,016$11,421,154dollars as filed
NCINO INC63947X101COM329,493$11,064,375dollars as filed
MARTEN TRANSPORT LTD573075108COM689,496$10,763,033dollars as filed
ARCBEST CORP COM03937C105Stock114,388$10,674,688dollars as filed
JPMorgan Chase & Co46625H100COM44,195$10,593,983dollars as filed
VESTIS CORPORATION29430C102COM SHS684,776$10,435,986dollars as filed
SIGNET JEWELERS LTD SHSG81276100Stock126,975$10,248,152dollars as filed
ZOETIS INC CL A98978V103Stock60,996$9,938,078dollars as filed
BIO-TECHNE CORP09073M104COM136,572$9,837,281dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock830,643$9,743,442dollars as filed
Adobe Inc00724F101COM21,340$9,489,471dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A142,803$9,473,551dollars as filed
Analog Devices,Inc.032654105COM43,934$9,334,218dollars as filed
AUTODESK INC COM052769106Stock31,457$9,297,745dollars as filed
VSE CORP COM918284100Stock95,880$9,118,188dollars as filed
METHANEX CORP COM59151K108Stock180,846$9,031,449dollars as filed
Danaher Corporation235851102COM38,607$8,862,237dollars as filed
Chubb LimitedH1467J104COM31,450$8,689,635dollars as filed
IDEXX LABS INC COM45168D104Stock20,703$8,559,448dollars as filed
AbbVie,Inc.00287Y109COM47,436$8,429,377dollars as filed
NATERA INC COM632307104Stock52,796$8,357,607dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock453,429$8,157,188dollars as filed
ROGERS CORP COM775133101Stock79,583$8,086,429dollars as filed
iShares Russell 2000 ETF464287655SHS36,214$8,001,845dollars as filed
ECOLAB INC COM278865100Stock34,071$7,983,517dollars as filed
GROCERY OUTLET HLDG CORP COM39874R101Stock507,005$7,914,348dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM41,804$7,913,497dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock91,649$7,754,422dollars as filed
PepsiCo,Inc.713448108COM47,425$7,211,446dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock303,956$7,051,779dollars as filed
ULTRAGENYX PHARMACEUTICAL IN90400D108COM160,415$6,748,659dollars as filed
UnitedHealth Group Inc91324P102COM13,193$6,673,811dollars as filed
HOULIHAN LOKEY INC CL A441593100Stock38,239$6,640,585dollars as filed
Johnson & Johnson478160104COM45,825$6,627,212dollars as filed
MYR GROUP INC55405W104COM43,408$6,457,808dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A231,253$6,364,083dollars as filed
Abbott Laboratories002824100COM55,579$6,286,541dollars as filed
HELIOS TECHNOLOGIES INC42328H109COM139,849$6,242,859dollars as filed
RXSIGHT INC78349D107COM181,331$6,234,160dollars as filed
SILICON LABORATORIES INC COM826919102Stock48,614$6,038,831dollars as filed
GLOBUS MED INC CL A379577208Stock71,687$5,929,232dollars as filed
Berkshire Hathaway Inc084670702COM12,819$5,810,596dollars as filed
Thermo Fisher Scientific Inc.883556102COM11,140$5,795,362dollars as filed
Linde plcG54950103COM13,785$5,771,366dollars as filed
Home Depot, Inc437076102COM14,564$5,665,250dollars as filed
BLACKLINE, INC.09239B109COM89,805$5,456,552dollars as filed
MP MATERIALS CORP553368101COM CL A348,797$5,441,233dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock40,721$5,441,140dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock103,612$5,393,005dollars as filed
JBT MAREL CORPORATION477839104COM42,403$5,389,421dollars as filed
JFROG LTD ORD SHSM6191J100Stock182,772$5,375,325dollars as filed
Oracle Corporation68389X105COM31,869$5,310,650dollars as filed
POTLATCHDELTIC CORPORATION737630103COM134,857$5,293,137dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW574,543$5,274,305dollars as filed
FIRST INTERSTATE BANCSYSTEM IN32055Y201COM CL A161,488$5,243,515dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock21,117$5,056,888dollars as filed
CORE & MAIN INC CL A21874C102Stock98,548$5,017,079dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock42,376$4,813,914dollars as filed
ARHAUS INC04035M102COMMON STOCK506,246$4,758,712dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock62,588$4,689,719dollars as filed
AMERISAFE INC03071H100COM90,884$4,684,161dollars as filed
NVENT ELEC PLC SHSG6700G107Stock68,242$4,651,375dollars as filed
ESCO TECHNOLOGIES INC296315104COM34,512$4,597,344dollars as filed
LANTHEUS HLDGS INC516544103COM51,149$4,575,790dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF71,145$4,514,150dollars as filed
REPLIGEN CORP COM759916109Stock31,311$4,506,905dollars as filed
API GROUP CORP COM STK00187Y100Stock122,809$4,417,440dollars as filed
SHIFT4 PMTS INC CL A82452J109Stock42,444$4,404,838dollars as filed
SPX TECHNOLOGIES INC78473E103COM30,163$4,389,320dollars as filed
ATS CORPORATION00217Y104COM143,486$4,373,453dollars as filed
GRAND CANYON ED INC COM38526M106Stock26,397$4,323,829dollars as filed
CASEYS GEN STORES INC147528103COM10,756$4,261,850dollars as filed
WW GRAINGER INC COM384802104Stock3,934$4,146,633dollars as filed
NIKE,Inc. Class B654106103COM54,570$4,129,312dollars as filed
ALBANY INTL CORP012348108CL A51,434$4,113,177dollars as filed
FLOWSERVE CORP34354P105COM70,653$4,063,961dollars as filed
THETRADEDESKINCCLASSCLASSA88339J105STOK34,564$4,062,307dollars as filed
SUMMIT MATERIALS INC CLASS A86614U100CL A79,947$4,045,318dollars as filed
MKS INC. COM55306N104Stock38,371$4,005,549dollars as filed
BECTON DICKINSON & CO075887109COM17,524$3,975,670dollars as filed
DORMAN PRODS INC258278100COM30,309$3,926,531dollars as filed
UFP INDUSTRIES INC90278Q108COM33,885$3,817,145dollars as filed
Schwab U.S. Broad Market ETF808524102SHS166,022$3,768,699dollars as filed
AMBARELLA INCG037AX101SHS51,777$3,766,259dollars as filed
EXPONENT INC30214U102COM41,895$3,732,844dollars as filed
BRIGHT HORIZONS FAM SOL IN DEL COM109194100Stock33,616$3,726,334dollars as filed
1ST SOURCE CORP COM336901103Stock62,678$3,659,142dollars as filed
PTC INC COM69370C100Stock19,868$3,653,129dollars as filed
PAYLOCITY HLDG CORP COM70438V106Stock18,287$3,647,708dollars as filed
PRIMERICA INC74164M108COM13,438$3,647,342dollars as filed
JONES LANG LASALLE INC COM48020Q107Stock14,399$3,644,963dollars as filed
AZENTA INC114340102COM72,299$3,614,950dollars as filed
VITAL FARMS INC92847W103COM95,284$3,591,254dollars as filed
Walt Disney Co254687106COM31,448$3,501,735dollars as filed
CROCS INC COM227046109Stock31,917$3,495,869dollars as filed
AZZ INC COM002474104Stock42,537$3,484,631dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock91,319$3,406,199dollars as filed
TIMKEN CO887389104COM47,153$3,365,310dollars as filed
GLAUKOS CORP COM377322102Stock21,845$3,275,439dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK7,962$3,197,380dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock12,154$2,927,777dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS55,794$2,783,005dollars as filed
VERRA MOBILITY CORP CL A COM STK92511U102Stock113,462$2,743,511dollars as filed
Chevron Corporation166764100COM18,832$2,727,627dollars as filed
ISHARES TR464288802ESG OPTIMIZED21,897$2,662,456dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock73,866$2,582,355dollars as filed
METTLER TOLEDO INTERNATIONAL COM592688105Stock2,092$2,559,939dollars as filed
SIMPSON MFG INC829073105COM15,169$2,515,475dollars as filed
INSPIRE MED SYS INC COM457730109Stock13,472$2,497,439dollars as filed
LITTELFUSE INC COM537008104Stock9,938$2,341,890dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT82,787$2,330,454dollars as filed
PARSONS CORP DEL COM70202L102Stock24,021$2,215,937dollars as filed
GCM GROSVENOR INC36831E108COM CL A179,262$2,199,545dollars as filed
FMC CORP COM NEW302491303Stock45,129$2,193,721dollars as filed
Wells Fargo & Company949746101COM30,587$2,148,431dollars as filed
Procter & Gamble Co742718109COM12,764$2,139,885dollars as filed
Citigroup Inc.172967424COM30,368$2,137,604dollars as filed
Mondelez International,Inc. Class A609207105COM35,236$2,104,646dollars as filed
BLUEPRINT MEDICINES CORP09627Y109COM23,255$2,028,301dollars as filed
FISERV INC337738108COM8,440$1,733,745dollars as filed
Salesforce.com, Inc79466L302COM5,122$1,712,438dollars as filed
DARLING INGREDIENTS INC COM237266101Stock50,822$1,712,193dollars as filed
McDonalds Corporation580135101COM5,701$1,652,663dollars as filed
EXXON MOBIL CORP30231G102COM15,352$1,651,415dollars as filed
Cisco Systems,Inc.17275R102COM25,750$1,524,400dollars as filed
Lowes Companies,Inc.548661107COM6,000$1,480,800dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock20,336$1,471,716dollars as filed
Raytheon Technologies Corporation75513E101COM12,422$1,437,474dollars as filed
Caterpillar Inc.149123101COM3,929$1,425,284dollars as filed
Amgen Inc.031162100COM5,430$1,415,275dollars as filed
Verizon Communications Inc92343V104COM33,927$1,356,741dollars as filed
International Business Machines Corporation459200101COM6,028$1,325,135dollars as filed
VWO922042858SHS29,336$1,291,957dollars as filed
Union Pacific Corporation907818108COM5,349$1,219,786dollars as filed
CROWN CASTLE INC COM22822V101REIT13,135$1,192,133dollars as filed
NUCOR CORP COM670346105Stock9,479$1,106,294dollars as filed
Honeywell Technologies438516106COM4,851$1,095,792dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock11,961$1,087,375dollars as filed
VERALTO CORP COM SHS92338C103Stock10,536$1,073,092dollars as filed
PAYCHEX INC704326107COM7,298$1,023,326dollars as filed
EMERSON ELEC CO COM291011104Stock7,800$966,654dollars as filed
DONALDSON INC COM257651109Stock14,250$959,737dollars as filed
Charles Schwab Corp808513105COM12,791$946,662dollars as filed
FORTIVE CORP COM34959J108Stock11,865$889,875dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock38,333$806,143dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock2,867$799,721dollars as filed
Philip Morris International Inc.718172109COM6,399$770,120dollars as filed
Merck & Co.,Inc.58933Y105COM7,447$740,828dollars as filed
MasterCard, Inc57636Q104COM1,353$712,449dollars as filed
PALO ALTO NETWORKS INC697435105COM3,816$694,359dollars as filed
GENERAL MILLS INC COM370334104Stock9,770$623,033dollars as filed
3M CO COM88579Y101Stock4,439$573,031dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock2,535$533,060dollars as filed
BLACKROCK CORPORATE HIGH YIELD09255P107COM51,725$507,422dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,900$481,764dollars as filed
MGM RESORTS INTERNATIONAL552953101COM13,447$465,939dollars as filed
SYSCOCORP871829107COM6,000$458,760dollars as filed
Lockheed Martin Corporation539830109COM930$451,924dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF23,651$437,544dollars as filed
Intuitive Surgical,Inc.46120E602COM814$424,875dollars as filed
United Parcel Service,Inc. Class B911312106COM3,322$418,904dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock10,606$403,876dollars as filed
DOUBLELINE INCOME SOLUTIONS258622109COM31,700$398,469dollars as filed
Coca-Cola Company191216100COM6,301$392,300dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock2,000$358,840dollars as filed
Tesla Motors, Inc88160R101COM824$332,764dollars as filed
SHELL PLC SPON ADS780259305ADR4,655$291,636dollars as filed
IJH464287507COM4,555$283,822dollars as filed
Bank of America Corp060505104COM6,125$269,194dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF859$247,237dollars as filed
Netflix, Inc64110L106COM273$243,330dollars as filed
NextEra Energy,Inc.65339F101COM3,200$229,408dollars as filed
Walmart Inc.931142103COM2,517$227,411dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS7,667$198,269dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF2,209$166,846dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,270$146,329dollars as filed
TALKSPACE INC87427V103COM33,460$103,391dollars as filed
MAMAS CREATIONS INC COM56146T103Stock12,307$97,964dollars as filed
PORCH GROUP INC733245104COM19,243$94,676dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B3,780$85,806dollars as filed
ISHARES TR464287465MSCI EAFE ETF950$71,830dollars as filed
SUNLINK HEALTH SYSTEMS INC86737U102COM74,505$65,564dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS481$52,241dollars as filed
COMMERCIAL VEH GROUP INC202608105COM17,130$42,482dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF476$24,609dollars as filed
OPKO HEALTH INC68375N103COM14,356$21,103dollars as filed
Vanguard Short-Term Bond ETF921937827SHS216$16,690dollars as filed
Vanguard Growth922908736COM24$9,851dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS85$9,081dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF29$5,369dollars as filed
iShares TIPS Bond ETF464287176SHS18$1,918dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-25-002698this filing2025-02-13acceptance time not in the bulk data set