Granite Investment Partners, LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$1.7T
Holdings
244
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 147,406 | $71.3B | 4.23% | |
| 2 | AAPLAPPLE INC | 198,983 | $54.1B | 3.21% | |
| 3 | GOOGALPHABET INC | 168,544 | $52.9B | 3.13% | |
| 4 | NVDANVIDIA CORPORATION | 232,771 | $43.4B | 2.57% | |
| 5 | AMZNAMAZON COM INC | 177,558 | $41.0B | 2.43% | |
| 6 | GEGE AEROSPACE | 124,492 | $38.3B | 2.27% | |
| 7 | GEVGE VERNOVA INC | 58,176 | $38.0B | 2.25% | |
| 8 | LLYELI LILLY & CO | 27,403 | $29.4B | 1.75% | |
| 9 | ETNEATON CORP PLC | 90,442 | $28.8B | 1.71% | |
| 10 | VVISA INC | 73,213 | $25.7B | 1.52% | |
| 11 | ROKROCKWELL AUTOMATION INC | 65,437 | $25.5B | 1.51% | |
| 12 | ATECALPHATEC HLDGS INC | 1,141,113 | $24.0B | 1.42% | |
| 13 | SPGIS&P GLOBAL INC | 44,594 | $23.3B | 1.38% | |
| 14 | WF2WINTRUST FINL CORP | 162,988 | $22.8B | 1.35% | |
| 15 | HUBBHUBBELL INC | 47,943 | $21.3B | 1.26% | |
| 16 | JPMJPMORGAN CHASE & CO. | 64,498 | $20.8B | 1.23% | |
| 17 | SYKSTRYKER CORPORATION | 55,992 | $19.7B | 1.17% | |
| 18 | METAMETA PLATFORMS INC | 27,979 | $18.5B | 1.09% | |
| 19 | DEDEERE & CO | 37,467 | $17.4B | 1.03% | |
| 20 | AGYSAGILYSYS INC | 142,987 | $17.0B | 1.01% | |
| 21 | CWSTCASELLA WASTE SYS INC | 172,621 | $16.9B | 1.00% | |
| 22 | GHGUARDANT HEALTH INC | 158,199 | $16.2B | 0.96% | |
| 23 | FNBF N B CORP | 914,220 | $15.6B | 0.93% | |
| 24 | AXSMAXSOME THERAPEUTICS INC | 84,894 | $15.5B | 0.92% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 17,883 | $15.4B | 0.91% | |
| 26 | CBZCBIZ INC | 302,969 | $15.3B | 0.91% | |
| 27 | ZETAZETA GLOBAL HOLDINGS CORP | 743,047 | $15.1B | 0.90% | |
| 28 | VCYTVERACYTE INC | 351,038 | $14.8B | 0.88% | |
| 29 | EXPOEXPONENT INC | 206,221 | $14.3B | 0.85% | |
| 30 | FRPTFRESHPET INC | 222,970 | $13.6B | 0.81% | |
| 31 | 1GSNNOVANTA INC | 113,400 | $13.5B | 0.80% | |
| 32 | GKOSGLAUKOS CORP | 119,343 | $13.5B | 0.80% | |
| 33 | PCARPACCAR INC | 118,301 | $13.0B | 0.77% | |
| 34 | TSEMTOWER SEMICONDUCTOR LTD | 108,627 | $12.8B | 0.76% | |
| 35 | PWIPOWER INTEGRATIONS INC | 355,031 | $12.6B | 0.75% | |
| 36 | SHWSHERWIN WILLIAMS CO | 38,907 | $12.6B | 0.75% | |
| 37 | MEOHMETHANEX CORP | 314,250 | $12.5B | 0.74% | |
| 38 | SKYCHAMPION HOMES INC | 146,956 | $12.4B | 0.74% | |
| 39 | HAYWHAYWARD HLDGS INC | 795,801 | $12.3B | 0.73% | |
| 40 | NSSCNAPCO SEC TECHNOLOGIES INC | 280,881 | $11.7B | 0.69% | |
| 41 | PSNPARSONS CORP DEL | 188,711 | $11.7B | 0.69% | |
| 42 | FCFSFIRSTCASH HOLDINGS INC | 71,818 | $11.4B | 0.68% | |
| 43 | AAONAAON INC | 149,678 | $11.4B | 0.68% | |
| 44 | ONTOONTO INNOVATION INC | 72,239 | $11.4B | 0.68% | |
| 45 | CWKCUSHMAN AND WAKEFIELD LTD | 704,049 | $11.4B | 0.68% | |
| 46 | ODFLOLD DOMINION FREIGHT LINE IN | 72,205 | $11.3B | 0.67% | |
| 47 | HWKNHAWKINS INC | 77,968 | $11.1B | 0.66% | |
| 48 | ESTAESTABLISHMENT LABS HLDGS INC | 151,495 | $11.0B | 0.65% | |
| 49 | POWLPOWELL INDS INC | 34,529 | $11.0B | 0.65% | |
| 50 | LGNDLIGAND PHARMACEUTICALS INC | 57,926 | $11.0B | 0.65% | |
| 51 | CRWDCROWDSTRIKE HLDGS INC | 23,192 | $10.9B | 0.64% | |
| 52 | ABBVABBVIE INC | 46,906 | $10.7B | 0.64% | |
| 53 | TRNTRINITY INDS INC | 403,037 | $10.7B | 0.63% | |
| 54 | FHBFIRST HAWAIIAN INC | 416,083 | $10.5B | 0.62% | |
| 55 | GOOGLALPHABET INC | 33,562 | $10.5B | 0.62% | |
| 56 | VSECVSE CORP | 60,598 | $10.5B | 0.62% | |
| 57 | ICUIICU MED INC | 72,328 | $10.3B | 0.61% | |
| 58 | DOCNDIGITALOCEAN HLDGS INC | 205,884 | $9.9B | 0.59% | |
| 59 | BABOEING CO | 45,147 | $9.8B | 0.58% | |
| 60 | ADPAUTOMATIC DATA PROCESSING IN | 38,101 | $9.8B | 0.58% | |
| 61 | EVREVERCORE INC | 28,606 | $9.7B | 0.58% | |
| 62 | INTUINTUIT | 14,574 | $9.7B | 0.57% | |
| 63 | CLBTCELLEBRITE DI LTD | 532,903 | $9.6B | 0.57% | |
| 64 | ARLOARLO TECHNOLOGIES INC | 686,163 | $9.6B | 0.57% | |
| 65 | JNJJOHNSON & JOHNSON | 45,885 | $9.5B | 0.56% | |
| 66 | EYENATIONAL VISION HLDGS INC | 361,014 | $9.3B | 0.55% | |
| 67 | ESABESAB CORPORATION | 82,955 | $9.3B | 0.55% | |
| 68 | PAYPAYMENTUS HOLDINGS INC | 291,506 | $9.2B | 0.55% | |
| 69 | RRXREGAL REXNORD CORPORATION | 65,193 | $9.1B | 0.54% | |
| 70 | BDCBELDEN INC | 77,308 | $9.0B | 0.53% | |
| 71 | PIIMPINJ INC | 50,533 | $8.8B | 0.52% | |
| 72 | ECLECOLAB INC | 32,976 | $8.7B | 0.51% | |
| 73 | TRNOTERRENO RLTY CORP | 143,634 | $8.4B | 0.50% | |
| 74 | PRCTPROCEPT BIOROBOTICS CORP | 265,633 | $8.4B | 0.50% | |
| 75 | CHEFCHEFS WHSE INC | 132,857 | $8.3B | 0.49% | |
| 76 | APLSAPELLIS PHARMACEUTICALS INC | 327,094 | $8.2B | 0.49% | |
| 77 | BLKBLACKROCK INC | 7,517 | $8.0B | 0.48% | |
| 78 | WCCWESCO INTL INC | 32,880 | $8.0B | 0.48% | |
| 79 | HDHOME DEPOT INC | 23,298 | $8.0B | 0.48% | |
| 80 | ECGEVERUS CONSTR GROUP | 93,608 | $8.0B | 0.47% | |
| 81 | BROSDUTCH BROS INC | 123,382 | $7.6B | 0.45% | |
| 82 | KEYSKEYSIGHT TECHNOLOGIES INC | 35,871 | $7.3B | 0.43% | |
| 83 | LMBLIMBACH HLDGS INC | 91,697 | $7.1B | 0.42% | |
| 84 | LASRNLIGHT INC | 186,815 | $7.0B | 0.42% | |
| 85 | CWANCLEARWATER ANALYTICS HLDGS I | 284,213 | $6.9B | 0.41% | |
| 86 | ABTABBOTT LABS | 54,134 | $6.8B | 0.40% | |
| 87 | ADSKAUTODESK INC | 22,827 | $6.8B | 0.40% | |
| 88 | SAIASAIA INC | 19,595 | $6.4B | 0.38% | |
| 89 | TMOTHERMO FISHER SCIENTIFIC INC | 10,999 | $6.4B | 0.38% | |
| 90 | KRYSKRYSTAL BIOTECH INC | 25,760 | $6.3B | 0.38% | |
| 91 | PEPPEPSICO INC | 43,959 | $6.3B | 0.37% | |
| 92 | DHRDANAHER CORPORATION | 27,504 | $6.3B | 0.37% | |
| 93 | TECHBIO-TECHNE CORP | 104,808 | $6.2B | 0.37% | |
| 94 | ADIANALOG DEVICES INC | 21,822 | $5.9B | 0.35% | |
| 95 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,668 | $5.9B | 0.35% | |
| 96 | IWFISHARES TR | 12,242 | $5.8B | 0.34% | |
| 97 | FIBKFIRST INTST BANCSYSTEM INC | 167,226 | $5.8B | 0.34% | |
| 98 | OIIOCEANEERING INTL INC | 238,380 | $5.7B | 0.34% | |
| 99 | KRUSKURA SUSHI USA INC | 109,300 | $5.7B | 0.34% | |
| 100 | BSXBOSTON SCIENTIFIC CORP | 59,470 | $5.7B | 0.34% |
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