2026 Q1 Portfolio Activity
In 2026 Q1, Granite Investment Partners, LLC maintained a portfolio of 284 distinct positions. The most significant new addition was STRIDE INC, now representing 0.58% of the total fund value. They heavily accumulated shares in CALLAWAY GOLF CO, increasing the position by 181.8%. Conversely, Granite Investment Partners, LLC completely exited their position in CBIZ INC.
Position History
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Total Positions
284
Quarter
2026 Q1
Top Holding
AAPL (3.4%)
Top 10 Concentration
24.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 284
Granite Investment Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 3.42% | 3.21% |
#1
1
Prev: #2
|
5.4 |
—
|
20,065 | 10.1% |
P
S
|
219,048 | $55,592,206 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.18% | 4.23% |
#2
1
Prev: #1
|
3.3 |
—
|
-7,597 | -5.2% |
P
S
|
139,809 | $51,753,008 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 3.03% | 2.25% |
#3
4
Prev: #7
|
2.7 |
—
|
-1,695 | -2.9% |
P
S
|
56,481 | $49,302,075 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.88% | 3.13% |
#4
1
Prev: #3
|
2.2 |
—
|
-5,365 | -3.2% |
P
S
|
163,179 | $46,809,511 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.50% | 2.57% |
#5
1
Prev: #4
|
2.0 |
—
|
180 | 0.1% |
P
S
|
232,951 | $40,626,654 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.28% | 2.43% |
#6
1
Prev: #5
|
1.4 |
—
|
577 | 0.3% |
P
S
|
178,135 | $37,100,176 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GE
GE AEROSPACE
|
Industrials | 2.20% | 2.27% |
#7
1
Prev: #6
|
1.4 |
—
|
1,816 | 1.5% |
P
S
|
126,308 | $35,842,356 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.90% | 1.71% |
#8
1
Prev: #9
|
1.3 |
—
|
-4,243 | -4.7% |
P
S
|
86,199 | $30,830,796 | 2013 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.53% | 1.75% |
#9
1
Prev: #8
|
1.1 |
—
|
-264 | -1.0% |
P
S
|
27,139 | $24,961,638 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ROK
ROCKWELL AUTOMA...
|
Industrials | 1.49% | 1.51% |
#10
1
Prev: #11
|
1.1 |
—
|
2,014 | 3.1% |
P
S
|
67,451 | $24,206,815 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HUBB
HUBBELL INC
|
Industrials | 1.46% | 1.26% |
#11
4
Prev: #15
|
1.1 |
—
|
451 | 0.9% |
P
S
|
48,394 | $23,748,872 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
V
VISA INC
|
Financial Services | 1.34% | 1.52% |
#12
2
Prev: #10
|
1.0 |
—
|
-1,251 | -1.7% |
P
S
|
71,962 | $21,749,795 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
WTFC
WINTRUST FINL C...
|
Financial Services | 1.31% | 1.35% |
#13
1
Prev: #14
|
1.0 |
—
|
-9,535 | -5.9% |
P
S
|
153,453 | $21,320,695 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DE
DEERE & CO
|
Industrials | 1.29% | 1.03% |
#14
5
Prev: #19
|
1.0 |
—
|
-104 | -0.3% |
P
S
|
37,363 | $21,046,578 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SPGI
S&P GLOBAL INC
|
Financial Services | 1.18% | 1.38% |
#15
2
Prev: #13
|
1.0 |
—
|
590 | 1.3% |
P
S
|
45,184 | $19,218,563 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.18% | 1.23% |
#16
Prev: #16
|
1.0 |
—
|
518 | 0.8% |
P
S
|
65,016 | $19,125,107 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.12% | 0.91% |
#17
8
Prev: #25
|
0.9 |
—
|
444 | 2.5% |
P
S
|
18,327 | $18,261,573 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MEOH
METHANEX CORP
|
Basic Materials | 1.11% | 0.74% |
#18
19
Prev: #37
|
0.9 |
—
|
-10,619 | -3.4% |
P
S
|
303,631 | $18,078,190 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TSEM
TOWER SEMICONDU...
|
Technology | 1.11% | 0.76% |
#19
15
Prev: #34
|
0.9 |
—
|
-5,771 | -5.3% |
P
S
|
102,856 | $18,049,171 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ODFL
OLD DOMINION FR...
|
Industrials | 1.08% | 0.67% |
#20
26
Prev: #46
|
2.9 |
—
|
17,887 | 24.8% |
P
S
|
90,092 | $17,603,977 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
POWI
POWER INTEGRATI...
|
Technology | 1.02% | 0.75% |
#21
14
Prev: #35
|
0.9 |
—
|
-30,105 | -8.5% |
P
S
|
324,926 | $16,636,216 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.99% | 1.09% |
#22
4
Prev: #18
|
0.9 |
—
|
218 | 0.8% |
P
S
|
28,197 | $16,132,350 | 2012 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.96% | 1.17% |
#23
6
Prev: #17
|
0.9 |
—
|
-8,704 | -15.5% |
P
S
|
47,288 | $15,538,364 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
PCAR
PACCAR INC
|
Industrials | 0.92% | 0.77% |
#24
9
Prev: #33
|
2.4 |
—
|
11,355 | 9.6% |
P
S
|
129,656 | $14,975,210 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
DOCN
DIGITALOCEAN HL...
|
Technology | 0.89% | 0.59% |
#25
33
Prev: #58
|
0.9 |
—
|
-37,573 | -18.2% |
P
S
|
168,311 | $14,437,718 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FNB
F N B CORP
|
Financial Services | 0.89% | 0.93% |
#26
3
Prev: #23
|
0.9 |
—
|
-52,664 | -5.8% |
P
S
|
861,556 | $14,405,216 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
RRX
REGAL REXNORD C...
|
Industrials | 0.88% | 0.54% |
#27
42
Prev: #69
|
2.4 |
—
|
11,345 | 17.4% |
P
S
|
76,538 | $14,332,506 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ONTO
ONTO INNOVATION...
|
Technology | 0.86% | 0.68% |
#28
16
Prev: #44
|
0.8 |
—
|
-3,802 | -5.3% |
P
S
|
68,437 | $14,034,376 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AXSM
AXSOME THERAPEU...
|
Healthcare | 0.83% | 0.92% |
#29
5
Prev: #24
|
0.8 |
—
|
-4,595 | -5.4% |
P
S
|
80,299 | $13,572,137 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NOVT
NOVANTA INC
|
Technology | 0.83% | 0.80% |
#30
1
Prev: #31
|
0.8 |
—
|
834 | 0.7% |
P
S
|
114,234 | $13,492,178 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ATEC
ALPHATEC HLDGS ...
|
Healthcare | 0.80% | 1.42% |
#31
19
Prev: #12
|
0.8 |
—
|
54,043 | 4.7% |
P
S
|
1,195,156 | $13,003,297 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
CWST
CASELLA WASTE S...
|
Industrials | 0.80% | 1.00% |
#32
11
Prev: #21
|
0.8 |
—
|
-9,038 | -5.2% |
P
S
|
163,583 | $12,978,675 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
FCFS
FIRSTCASH HOLDI...
|
Financial Services | 0.78% | 0.68% |
#33
9
Prev: #42
|
0.8 |
—
|
-4,114 | -5.7% |
P
S
|
67,704 | $12,728,352 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
TRN
TRINITY INDS IN...
|
Industrials | 0.76% | 0.63% |
#34
19
Prev: #53
|
0.8 |
—
|
-21,309 | -5.3% |
P
S
|
381,728 | $12,284,006 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
BA
BOEING CO
|
Industrials | 0.75% | 0.58% |
#35
24
Prev: #59
|
2.8 |
—
|
15,901 | 35.2% |
P
S
|
61,048 | $12,150,383 | 2018 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
GKOS
GLAUKOS CORP
|
Healthcare | 0.74% | 0.80% |
#36
4
Prev: #32
|
0.8 |
—
|
-7,471 | -6.3% |
P
S
|
111,872 | $12,044,140 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
POWL
POWELL INDS INC
|
Industrials | 0.73% | 0.65% |
#37
12
Prev: #49
|
0.3 |
—
|
-12,620 | -36.5% |
P
S
|
21,909 | $11,854,522 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
OII
OCEANEERING INT...
|
Energy | 0.71% | 0.34% |
#38
60
Prev: #98
|
2.8 |
—
|
88,673 | 37.2% |
P
S
|
327,053 | $11,600,570 | 2018 Q2 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
AAON
AAON INC
|
Industrials | 0.71% | 0.68% |
#39
4
Prev: #43
|
0.8 |
—
|
-10,442 | -7.0% |
P
S
|
139,236 | $11,521,798 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HWKN
HAWKINS INC
|
Basic Materials | 0.69% | 0.66% |
#40
7
Prev: #47
|
0.8 |
—
|
-4,488 | -5.8% |
P
S
|
73,480 | $11,286,528 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ZETA
ZETA GLOBAL HOL...
|
Technology | 0.69% | 0.90% |
#41
14
Prev: #27
|
0.8 |
—
|
-42,880 | -5.8% |
P
S
|
700,167 | $11,146,659 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.68% | 0.56% |
#42
23
Prev: #65
|
0.8 |
—
|
-840 | -1.8% |
P
S
|
45,045 | $11,010,800 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
LGND
LIGAND PHARMACE...
|
Healthcare | 0.66% | 0.65% |
#43
7
Prev: #50
|
0.8 |
—
|
-3,771 | -6.5% |
P
S
|
54,155 | $10,812,046 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
VSEC
VSE CORP
|
Industrials | 0.65% | 0.62% |
#44
12
Prev: #56
|
0.8 |
—
|
-3,255 | -5.4% |
P
S
|
57,343 | $10,574,060 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
NSSC
NAPCO SEC TECHN...
|
Industrials | 0.65% | 0.69% |
#45
5
Prev: #40
|
0.8 |
—
|
-13,355 | -4.8% |
P
S
|
267,526 | $10,537,849 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
KEYS
KEYSIGHT TECHNO...
|
Technology | 0.65% | 0.43% |
#46
36
Prev: #82
|
0.8 |
—
|
1,374 | 3.8% |
P
S
|
37,245 | $10,516,871 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ECG
EVERUS CONSTR G...
|
Industrials | 0.64% | 0.47% |
#47
33
Prev: #80
|
0.8 |
—
|
-5,289 | -5.7% |
P
S
|
88,319 | $10,426,941 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.64% | 0.64% |
#48
4
Prev: #52
|
0.8 |
—
|
1,008 | 2.1% |
P
S
|
47,914 | $10,420,816 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
MODG
CALLAWAY GOLF C...
|
Unknown | 0.64% | 0.18% |
#49
83
Prev: #132
|
3.3 |
—
|
484,237 | 181.8% |
P
S
|
750,571 | $10,417,925 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 | |||
|
HAYW
HAYWARD HLDGS I...
|
Industrials | 0.64% | 0.73% |
#50
11
Prev: #39
|
0.8 |
—
|
-23,444 | -2.9% |
P
S
|
772,357 | $10,334,137 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-30 |
Showing 1-50 of 284 holdings