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Disclosery

13F-HR filed by Granite Investment Partners, LLC

Granite Investment Partners, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-10, with 249 holding rows worth $1,761,213,841.

Accession
0001398344-25-020592
Filer
CIK 1542266
Filed
2025-11-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 249 entries on the cover page, a total value of $1,761,213,841 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,761,213,841 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 Corp594918104COM144,731$74,963,421dollars as filed
Apple Inc037833100COM190,664$48,548,774dollars as filed
NVIDIA Corp67066G104COM247,208$46,124,069dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM170,954$41,635,847dollars as filed
Amazon.com, Inc023135106COM184,118$40,426,789dollars as filed
General Electric Company369604301COM126,152$37,949,045dollars as filed
GE Vernova Inc.36828A101COM59,326$36,479,557dollars as filed
Eaton Corp. PlcG29183103COM93,084$34,836,687dollars as filed
Visa Inc92826C839COM76,020$25,951,708dollars as filed
WINTRUST FINL CORP COM97650W108Stock190,964$25,291,272dollars as filed
ROCKWELL AUTOMATION INC COM773903109Stock67,006$23,420,607dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock317,733$22,972,096dollars as filed
META PLATFORMS INC CL A30303M102COM30,894$22,687,936dollars as filed
HUBBELL INC COM443510607Stock52,060$22,401,939dollars as filed
S&P Global,Inc.78409V104COM45,149$21,974,470dollars as filed
Stryker Corporation863667101COM58,118$21,484,481dollars as filed
Eli Lilly and Company532457108COM28,010$21,371,630dollars as filed
JPMorgan Chase & Co46625H100COM65,366$20,618,397dollars as filed
ALPHATEC HLDGS INC02081G201COM NEW1,380,030$20,065,636dollars as filed
AGILYSYS INC00847J105COM170,335$17,927,759dollars as filed
SHERWIN WILLIAMS CO824348106COM51,721$17,908,913dollars as filed
Deere & Company244199105COM38,292$17,509,400dollars as filed
Costco Wholesale Corporation22160K105COM18,215$16,860,350dollars as filed
AMICUS THERAPEUTICS INC03152W109COM2,118,696$16,695,324dollars as filed
VERACYTE INC COM92337F107Stock476,983$16,374,826dollars as filed
BlackRock,Inc.09290D101COM13,858$16,156,626dollars as filed
CASELLA WASTE SYS INC147448104CL A165,653$15,717,157dollars as filed
ZETA GLOBAL HOLDINGS CORP CL A98956A105Stock790,807$15,713,335dollars as filed
CBIZ INC124805102COM296,177$15,685,534dollars as filed
AAON INC000360206COM PAR $0.004156,598$14,632,517dollars as filed
IMPINJ INC453204109COM80,673$14,581,645dollars as filed
EVERCORE INC CLASS A29977A105Stock41,983$14,161,706dollars as filed
TRINITY INDS INC896522109COM477,560$13,390,782dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM27,226$13,351,086dollars as filed
METHANEX CORP COM59151K108Stock335,273$13,330,454dollars as filed
CHAMPION HOMES INC830830105COM174,526$13,328,551dollars as filed
POWELL INDS INC739128106COM42,896$13,075,130dollars as filed
BELDEN INC COM077454106Stock107,254$12,899,439dollars as filed
NAPCO SEC TECHNOLOGIES INC COM630402105Stock297,704$12,786,387dollars as filed
NATIONAL VISION HLDGS INC COM63845R107Stock435,640$12,716,332dollars as filed
F N B CORP302520101COM785,816$12,659,496dollars as filed
HAYWARD HLDGS INC421298100COM833,110$12,596,623dollars as filed
FIRSTCASH HOLDINGS INC33768G107COM76,605$12,135,764dollars as filed
VSE CORP COM918284100Stock72,853$12,111,083dollars as filed
EVERUS CONSTR GROUP COM300426103Stock140,415$12,040,586dollars as filed
CUSHMAN WAKEFIELD PLCG2717B108SHS750,552$11,948,788dollars as filed
PACCAR INC COM693718108Stock121,490$11,944,897dollars as filed
FRESHPET INC COM358039105Stock212,326$11,701,286dollars as filed
HAWKINS INC420261109COM63,541$11,610,212dollars as filed
GUARDANT HEALTH INC COM40131M109Stock185,301$11,577,606dollars as filed
CELLEBRITE DI LTD ORDINARY SHARESM2197Q107Stock615,527$11,405,715dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock80,582$11,344,334dollars as filed
ESAB CORPORATION29605J106COM100,306$11,208,192dollars as filed
GLAUKOS CORP COM377322102Stock137,347$11,200,648dollars as filed
FIRST HAWAIIAN INC32051X108COM443,787$11,019,231dollars as filed
LIGAND PHARMACEUTICALS INC53220K504COM NEW61,620$10,915,367dollars as filed
ONTO INNOVATION INC COM683344105Stock84,080$10,864,818dollars as filed
ABERCROMBIE & FITCH CO CL A002896207Stock126,983$10,863,396dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock88,558$10,755,369dollars as filed
Automatic Data Processing,Inc.053015103COM36,343$10,666,671dollars as filed
POWER INTEGRATIONS INC COM739276103Stock259,573$10,437,430dollars as filed
SAIA INC78709Y105COM33,509$10,031,254dollars as filed
GENIUS SPORTS LIMITED SHARES CL AG3934V109Stock804,820$9,963,672dollars as filed
LOUISIANA PAC CORP COM546347105Stock111,552$9,910,280dollars as filed
VISTEON CORP92839U206COM NEW81,522$9,771,227dollars as filed
WESCO INTL INC COM95082P105Stock45,679$9,661,109dollars as filed
Intuit Inc.461202103COM14,143$9,658,396dollars as filed
LIMBACH HLDGS INC53263P105COM97,758$9,494,257dollars as filed
Home Depot, Inc437076102COM23,358$9,464,428dollars as filed
ELFBEAUTYINC26856L103STOK71,015$9,408,067dollars as filed
ICU MED INC44930G107COM77,167$9,256,953dollars as filed
ALBANY INTL CORP012348108CL A171,707$9,151,983dollars as filed
ECOLAB INC COM278865100Stock32,976$9,030,807dollars as filed
ARLO TECHNOLOGIES INC04206A101COMMON STOCK523,883$8,879,817dollars as filed
REGAL REXNORD CORPORATION758750103COM61,374$8,803,487dollars as filed
TERRENO RLTY CORP88146M101COM153,429$8,707,096dollars as filed
TREX CO INC89531P105COM166,809$8,619,021dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM35,343$8,591,883dollars as filed
AbbVie,Inc.00287Y109COM36,989$8,564,433dollars as filed
Johnson & Johnson478160104COM45,880$8,507,070dollars as filed
SITIME CORP COM82982T106Stock27,945$8,420,108dollars as filed
CHEFS WHSE INC163086101COM141,798$8,271,077dollars as filed
PAYMENTUS HOLDINGS INC70439P108COM CL A266,499$8,154,869dollars as filed
AUTODESK INC COM052769106Stock24,093$7,653,623dollars as filed
Oracle Corporation68389X105COM26,925$7,572,387dollars as filed
ZOETIS INC CL A98978V103Stock50,840$7,438,909dollars as filed
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW79,429$7,257,428dollars as filed
BIO-TECHNE CORP09073M104COM126,827$7,055,386dollars as filed
KURA SUSHI USA INC501270102CL A COM116,084$6,896,550dollars as filed
Boeing Company097023105COM31,448$6,787,422dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK161,017$6,600,087dollars as filed
PepsiCo,Inc.713448108COM44,344$6,227,671dollars as filed
Adobe Inc00724F101COM17,249$6,084,585dollars as filed
RUSH ENTERPRISES INC CL A781846209Stock111,324$5,952,494dollars as filed
Berkshire Hathaway Inc084670702COM11,716$5,890,102dollars as filed
GROCERY OUTLET HLDG CORP COM39874R101Stock363,231$5,829,858dollars as filed
HELIOS TECHNOLOGIES INC42328H109COM109,906$5,729,400dollars as filed
Linde plcG54950103COM12,025$5,711,875dollars as filed
FIRST INTERSTATE BANCSYSTEM IN32055Y201COM CL A178,220$5,679,871dollars as filed
CLEARWATER ANALYTICS HLDGS I185123106CL A312,068$5,623,465dollars as filed
Analog Devices,Inc.032654105COM22,816$5,605,891dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock36,941$5,535,978dollars as filed
EXPONENT INC30214U102COM79,352$5,513,377dollars as filed
Danaher Corporation235851102COM27,504$5,452,943dollars as filed
NVENT ELEC PLC SHSG6700G107Stock55,114$5,436,445dollars as filed
Abbott Laboratories002824100COM40,500$5,424,570dollars as filed
FIRST TR EXCHANGE TRADED FD33734X846NASDAQ CYB ETF71,145$5,407,731dollars as filed
ATS CORPORATION00217Y104COM205,847$5,393,191dollars as filed
JFROG LTD ORD SHSM6191J100Stock111,049$5,255,949dollars as filed
PHILLIPS EDISON & CO INC COMMON STOCK71844V201REIT152,564$5,237,522dollars as filed
BLACKLINE, INC.09239B109COM97,416$5,172,790dollars as filed
CCC INTELLIGENT SOLUTIONS HLD COM12510Q100Stock564,399$5,141,675dollars as filed
AMERISAFE INC03071H100COM115,743$5,074,173dollars as filed
ARHAUS INC04035M102COMMON STOCK463,614$4,928,217dollars as filed
Thermo Fisher Scientific Inc.883556102COM9,949$4,825,464dollars as filed
Schwab U.S. Broad Market ETF808524102SHS184,918$4,754,242dollars as filed
Walt Disney Co254687106COM39,993$4,579,199dollars as filed
MP MATERIALS CORP553368101COM CL A67,713$4,541,511dollars as filed
GITLAB INC CLASS A COM37637K108Stock100,355$4,524,003dollars as filed
AZZ INC COM002474104Stock37,892$4,135,154dollars as filed
ServiceNow,Inc.81762P102COM4,388$4,038,189dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock22,864$3,999,371dollars as filed
INTERPARFUMS INC COM458334109Stock40,013$3,936,479dollars as filed
Citigroup Inc.172967424COM38,288$3,886,232dollars as filed
LITTELFUSE INC COM537008104Stock13,831$3,582,367dollars as filed
JBT MAREL CORPORATION477839104COM25,298$3,553,104dollars as filed
DUTCH BROS INC26701L100CL A66,069$3,458,051dollars as filed
SITEONE LANDSCAPE SUPPLY INC82982L103COM26,238$3,379,454dollars as filed
Caterpillar Inc.149123101COM6,889$3,287,086dollars as filed
AMBARELLA INCG037AX101SHS39,485$3,258,302dollars as filed
UnitedHealth Group Inc91324P102COM9,258$3,196,787dollars as filed
Boston Scientific Corporation101137107COM32,475$3,170,534dollars as filed
ESCO TECHNOLOGIES INC296315104COM14,672$3,097,406dollars as filed
FLUOR CORP343412102COM73,170$3,078,262dollars as filed
DORMAN PRODS INC258278100COM18,894$2,945,197dollars as filed
NIKE,Inc. Class B654106103COM41,911$2,922,454dollars as filed
Chevron Corporation166764100COM18,808$2,920,694dollars as filed
SILICON LABORATORIES INC COM826919102Stock22,252$2,917,905dollars as filed
POTLATCHDELTIC CORPORATION737630103COM71,150$2,899,363dollars as filed
WW GRAINGER INC COM384802104Stock2,878$2,742,619dollars as filed
CONCENTRA GROUP HOLDINGS PAR20603L102COMMON STOCK129,087$2,701,791dollars as filed
PROCEPT BIOROBOTICS CORP COM74276L105Stock74,858$2,671,682dollars as filed
SIMPSON MFG INC829073105COM15,601$2,612,543dollars as filed
Wells Fargo & Company949746101COM30,587$2,563,802dollars as filed
SWEETGREEN INC87043Q108COM CL A316,994$2,529,612dollars as filed
APPLIED INDL TECHNOLOGIES INC COM03820C105Stock9,478$2,474,232dollars as filed
VITAL FARMS INC92847W103COM59,114$2,432,541dollars as filed
API GROUP CORP COM STK00187Y100Stock70,284$2,415,661dollars as filed
IDEXX LABS INC COM45168D104Stock3,744$2,392,004dollars as filed
JONES LANG LASALLE INC COM48020Q107Stock7,982$2,380,871dollars as filed
NEW YORK TIMES CO MTN BE CL A650111107Stock39,524$2,268,678dollars as filed
BECTON DICKINSON & CO075887109COM11,940$2,234,810dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock29,435$2,158,763dollars as filed
ZURN ELKAY WATER SOLNS CORP COM98983L108Stock44,353$2,085,922dollars as filed
Raytheon Technologies Corporation75513E101COM12,449$2,083,091dollars as filed
VERRA MOBILITY CORP CL A COM STK92511U102Stock82,246$2,031,476dollars as filed
CULLEN FROST BANKERS INC COM229899109Stock15,599$1,977,485dollars as filed
ONTERRIS INC615111101COM71,687$1,968,525dollars as filed
1ST SOURCE CORP COM336901103Stock31,649$1,948,312dollars as filed
Mondelez International,Inc. Class A609207105COM29,905$1,868,165dollars as filed
SPORTRADAR GROUP AGH8088L103COM69,017$1,856,557dollars as filed
SPX TECHNOLOGIES INC78473E103COM9,914$1,851,737dollars as filed
Procter & Gamble Co742718109COM12,017$1,846,412dollars as filed
IONIS PHARMACEUTICALS INC COM462222100Stock28,033$1,833,919dollars as filed
PARSONS CORP DEL COM70202L102Stock21,308$1,766,859dollars as filed
Cisco Systems,Inc.17275R102COM25,750$1,761,815dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock23,983$1,748,840dollars as filed
Netflix, Inc64110L106COM1,450$1,738,434dollars as filed
McDonalds Corporation580135101COM5,661$1,720,321dollars as filed
International Business Machines Corporation459200101COM6,028$1,700,860dollars as filed
CORE & MAIN INC CL A21874C102Stock30,935$1,665,231dollars as filed
AEROVIRONMENT INC COM008073108Stock5,269$1,659,155dollars as filed
VWO922042858SHS29,336$1,589,424dollars as filed
GCM GROSVENOR INC36831E108COM CL A129,940$1,568,376dollars as filed
EXXON MOBIL CORP30231G102COM13,591$1,532,385dollars as filed
Amgen Inc.031162100COM5,430$1,532,346dollars as filed
DESCARTES SYS GROUP INC COM249906108Stock16,195$1,526,055dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock5,849$1,523,314dollars as filed
UL SOLUTIONS INC903731107CLASS A COM SHS21,455$1,520,301dollars as filed
CANADIAN PACIFIC KANSAS CITY COM13646K108Stock20,336$1,514,829dollars as filed
Lowes Companies,Inc.548661107COM6,000$1,507,860dollars as filed
REPLIGEN CORP COM759916109Stock11,095$1,483,069dollars as filed
Verizon Communications Inc92343V104COM33,727$1,482,302dollars as filed
GRAND CANYON ED INC COM38526M106Stock5,730$1,257,850dollars as filed
WEYERHAEUSER CO COM NEW962166104REIT50,450$1,250,656dollars as filed
PRIMERICA INC74164M108COM4,501$1,249,433dollars as filed
Charles Schwab Corp808513105COM12,791$1,221,157dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock9,175$1,209,265dollars as filed
EXACT SCIENCES CORP COM30063P105Stock21,944$1,200,556dollars as filed
WINGSTOP INC COM974155103Stock4,746$1,194,473dollars as filed
Salesforce.com, Inc79466L302COM4,995$1,183,815dollars as filed
Union Pacific Corporation907818108COM4,724$1,116,612dollars as filed
FISERV INC337738108COM8,440$1,088,169dollars as filed
Philip Morris International Inc.718172109COM6,399$1,037,918dollars as filed
CROWN CASTLE INC COM22822V101REIT10,700$1,032,443dollars as filed
EMERSON ELEC CO COM291011104Stock7,800$1,023,204dollars as filed
VERALTO CORP COM SHS92338C103Stock9,237$984,757dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock11,881$949,767dollars as filed
Chubb LimitedH1467J104COM3,190$900,378dollars as filed
DONALDSON INC COM257651109Stock10,940$895,439dollars as filed
Honeywell Technologies438516106COM3,941$829,581dollars as filed
PAYCHEX INC704326107COM6,523$826,855dollars as filed
PALO ALTO NETWORKS INC697435105COM3,819$777,625dollars as filed
MasterCard, Inc57636Q104COM1,353$769,600dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF32,423$754,807dollars as filed
CAVAGROUPINC148929102STOK10,441$630,741dollars as filed
Merck & Co.,Inc.58933Y105COM6,725$564,429dollars as filed
BLACKROCK CORPORATE HIGH YIELD09255P107COM54,949$522,016dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,900$495,444dollars as filed
SYSCOCORP871829107COM6,000$494,040dollars as filed
Lockheed Martin Corporation539830109COM930$464,265dollars as filed
DOUBLELINE INCOME SOLUTIONS258622109COM33,979$417,262dollars as filed
Coca-Cola Company191216100COM6,291$417,219dollars as filed
RALLIANT CORP750940108COM9,537$417,053dollars as filed
GENERAL MILLS INC COM370334104Stock8,220$414,452dollars as filed
Walmart Inc.931142103COM4,001$412,343dollars as filed
UNIVERSAL HLTH SVCS INC CL B913903100Stock2,000$408,880dollars as filed
TIMKEN CO887389104COM5,350$402,213dollars as filed
NUCOR CORP COM670346105Stock2,969$402,092dollars as filed
Tesla Motors, Inc88160R101COM824$366,449dollars as filed
Intuitive Surgical,Inc.46120E602COM796$355,995dollars as filed
AMENTUM HOLDINGS INC COM023939101Stock14,758$353,454dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock8,842$346,783dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS12,168$339,487dollars as filed
Bank of America Corp060505104COM6,125$315,989dollars as filed
SHELL PLC SPON ADS780259305ADR4,358$311,728dollars as filed
IJH464287507COM4,555$297,259dollars as filed
NextEra Energy,Inc.65339F101COM3,200$241,568dollars as filed
ARISTA NETWORKS INC040413205COM1,478$215,359dollars as filed
ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307ETF2,209$182,751dollars as filed
RANPAK HOLDINGS CORP75321W103COMMON STOCK29,538$166,004dollars as filed
MAMAS CREATIONS INC COM56146T103Stock15,295$160,750dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,270$150,914dollars as filed
ADAPTIVE BIOTECHNOLOGIES CORP COM00650F109Stock10,070$150,647dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK282$132,092dollars as filed
LIGHTPATH TECHNOLOGIES INC532257805COM CL A13,411$106,349dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B3,780$88,717dollars as filed
ISHARES TR464287465MSCI EAFE ETF950$88,702dollars as filed
RED ROBIN GOURMET BURGERS IN75689M101COM10,627$72,901dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS480$53,083dollars as filed
STRATA CRITICAL MEDICAL INC092667104CL A COM10,270$51,966dollars as filed
NEXTDOOR HOLDINGS INC65345M108COM CL A23,258$48,609dollars as filed
HF FOODS GROUP INC40417F109COM14,500$40,020dollars as filed
TALKSPACE INC87427V103COM14,294$39,451dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF476$25,242dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF30$9,601dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS85$9,475dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF29$5,904dollars as filed
iShares TIPS Bond ETF464287176SHS18$2,002dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001398344-25-020592this filing2025-11-10acceptance time not in the bulk data set