1y return+29.0%S&P 500 +20.9%
3y return+53.6%S&P 500 +68.5%
5y return+24.6%S&P 500 +74.5%
10y return+227.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $328 against $357 in the S&P 500.2
Granite Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GEVGe Vernova Inc | $64.8M | 3.3% | −2.3% |
| AAPLApple Inc | $63.1M | 3.2% | |
| GOOGAlphabet Inc | $57.7M | 3.0% | |
| MSFTMicrosoft Corp | $50.8M | 2.6% | −2.5% |
| GEGe Aerospace | $46.9M | 2.4% | |
| NVDANvidia Corporation | $46.3M | 2.4% | |
| AMZNAmazon Com Inc | $42.1M | 2.2% | |
| Eaton Corp PLCCUSIP G29183103 | $36.6M | 1.9% | |
| ROKRockwell Automation Inc | $33.2M | 1.7% | |
| LLYEli Lilly & Co | $32.4M | 1.7% | |
| NOVTNovanta Inc | $26.2M | 1.3% | +41.6% |
| HUBBHubbell Inc | $25.3M | 1.3% | |
| WTFCWintrust Finl Corp | $24.6M | 1.3% | |
| VVisa Inc | $24.4M | 1.3% | −1.1% |
| DEDeere & Co | $23.5M | 1.2% | |
| DOCNDigitalocean Hldgs Inc | $23.3M | 1.2% | −11.7% |
| RRXRegal Rexnord Corporation | $21.9M | 1.1% | +20.2% |
| JPMJpmorgan Chase & Co | $21.3M | 1.1% | |
| CALYCallaway Golf Co | $20.8M | 1.1% | +47.8% |
| AXSMAxsome Therapeutics Inc. | $19.6M | 1.0% | |
| ODFLOld Dominion Freight Line In | $19.6M | 1.0% | |
| ONTOOnto Innovation Inc | $18.3M | 0.9% | −29.3% |
| SPGIS&p Global Inc | $18.3M | 0.9% | |
| LGNDLigand Pharmaceuticals Inc | $17.1M | 0.9% | |
| CRWDCrowdstrike Hldgs Inc | $16.9M | 0.9% | −1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $46.3M |
| GEVGe Vernova Inc | March 31, 2024 | +759.1% | $64.8M |
| CRWDCrowdstrike Hldgs Inc | June 30, 2023 | +419.6% | $16.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $57.7M |
| LLYEli Lilly & Co | December 31, 2021 | +334.2% | $32.4M |
| HUBBHubbell Inc | June 30, 2020 | +317.4% | $25.3M |
| DEDeere & Co | June 30, 2020 | +303.7% | $23.5M |
| GEGe Aerospace | September 30, 2021 | +262.7% | $46.9M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $21.3M |
| DOCNDigitalocean Hldgs Inc | December 31, 2025 | +226.3% | $23.3M |
Sold off last quarter
- TRNTrinity Inds Inc was $12.3M
- Apellis Pharmaceuticals IncCUSIP 03753U106 was $9.3M
- BDCBelden Inc was $8.4M
- ESABEsab Corporation was $7.6M
- PAYPaymentus Holdings Inc was $7.0M
- INTUIntuit was $5.1M
- BSXBoston Scientific Corp was $3.8M
- VRRMVerra Mobility Corp was $2.6M
- GOGrocery Outlet Hldg Corp was $2.3M
- Honeywell Intl IncCUSIP 438516106 was $800K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.1% | +14.8% |
| March 31, 2026 | −3.0% | −4.6% |
| December 31, 2025 | +4.4% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +10.3% | +10.5% |
| March 31, 2025 | −9.0% | −4.6% |
| December 31, 2024 | +0.5% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +8.2% | +10.0% |
| December 31, 2023 | +11.1% | +11.2% |
| September 30, 2023 | −4.9% | −3.6% |
| June 30, 2023 | +4.8% | +8.3% |
| March 31, 2023 | +5.8% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −18.4% | −16.5% |
| March 31, 2022 | −12.6% | −4.9% |
| December 31, 2021 | +3.3% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Granite Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1542266&type=13F-HR&dateb=&owner=include&count=40CIK 1542266
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1542266/000139834426013762/Filed August 7, 2026 · accession 0001398344-26-013762