Granite Investment Partners, LLC Portfolio Holdings

Granite Investment Partners, LLC

  • $1.93 Billion
  • Q2 2025

Granite Investment Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.93 Billion distributed in 255 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $77.8M, Apple Inc. with a value of $44.8M, Nvidia Corp with a value of $44.5M, Amazon Com Inc with a value of $42.5M, and Eaton Corp PLC with a value of $34.3M.

Examining the 13F form we can see an increase of $64.3M in the current position value, from $1.87B to 1.93B.

Below you can find more details about Granite Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.93 Billion
Industrials: $516 Million
Technology: $436 Million
Healthcare: $289 Million
Financial Services: $218 Million
Consumer Cyclical: $153 Million
Consumer Defensive: $117 Million
Communication Services: $85.4 Million
Basic Materials: $56.8 Million
Other: $61.3 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.74B
$34 Million 1.76% of portfolio
273,979
Q2 2025 Reduced 8.1%
$3.24B
$31.1 Million 1.61% of portfolio
433,989
Q2 2025 Reduced 19.38%
$2.72B
$29.8 Million 1.54% of portfolio
259,946
Q2 2025 Reduced 7.01%
$8.71B
$22.2 Million 1.15% of portfolio
477,073
Q2 2025 Reduced 7.2%
$5.05B
$21.1 Million 1.09% of portfolio
182,963
Q2 2025 Reduced 49.35%
$5.07B
$21 Million 1.09% of portfolio
484,171
Q2 2025 Reduced 8.4%
$6.12B
$20.8 Million 1.07% of portfolio
166,970
Q2 2025 New
$5.63B
$20.1 Million 1.04% of portfolio
386,866
Q2 2025 Reduced 7.67%
$4.25B
$19.9 Million 1.03% of portfolio
192,580
Q2 2025 Added 1,189.71%
$2.34B
$19.6 Million 1.02% of portfolio
726,584
Q2 2025 Added 44.74%
$3.39B
$19.7 Million 1.02% of portfolio
1,430,842
Q2 2025 Added 18.57%
$5.44B
$18.1 Million 0.94% of portfolio
156,209
Q2 2025 Reduced 7.38%
$3B
$18.1 Million 0.94% of portfolio
266,782
Q2 2025 Reduced 7.51%
$3.17B
$17.8 Million 0.92% of portfolio
1,148,466
Q2 2025 Added 167.42%
$3.71B
$17.1 Million 0.89% of portfolio
130,326
Q2 2025 Reduced 8.89%
$2.06B
$17.2 Million 0.89% of portfolio
636,223
Q2 2025 Reduced 1.73%
$3.14B
$16.1 Million 0.83% of portfolio
644,370
Q2 2025 Reduced 7.73%
$6.19B
$15.5 Million 0.8% of portfolio
128,282
Q2 2025 Reduced 8.94%
$7.92B
$14.1 Million 0.73% of portfolio
51,641
Q2 2025 New
$7.05B
$14.1 Million 0.73% of portfolio
164,484
Q2 2025 Reduced 7.35%
$2.58B
$14.1 Million 0.73% of portfolio
124,462
Q2 2025 Reduced 6.51%
$2.41B
$13.8 Million 0.71% of portfolio
345,079
Q2 2025 Added 21.98%
$6.76B
$13.7 Million 0.71% of portfolio
113,363
Q2 2025 Reduced 28.2%
$4.51B
$13.4 Million 0.69% of portfolio
128,526
Q2 2025 Reduced 7.35%
$2.4B
$13.2 Million 0.68% of portfolio
206,397
Q2 2025 New
$2.93B
$13.1 Million 0.68% of portfolio
469,455
Q2 2025 Added 0.82%
$3.99B
$12.8 Million 0.66% of portfolio
203,764
Q2 2025 Added 4.97%
$4.08B
$12.5 Million 0.65% of portfolio
223,592
Q2 2025 Reduced 7.7%
$2.64B
$12.3 Million 0.64% of portfolio
220,453
Q2 2025 Reduced 7.0%
$6.49B
$12.4 Million 0.64% of portfolio
91,786
Q2 2025 Reduced 45.5%
$4.21B
$12.2 Million 0.63% of portfolio
109,480
Q2 2025 New
$2.54B
$12.1 Million 0.63% of portfolio
1,167,813
Q2 2025 Reduced 44.04%
$2.43B
$12.1 Million 0.62% of portfolio
234,044
Q2 2025 Reduced 7.09%
$2.11B
$12.1 Million 0.62% of portfolio
92,018
Q2 2025 Reduced 42.21%
$3.21B
$12 Million 0.62% of portfolio
1,088,242
Q2 2025 Reduced 8.07%
$7.29B
$11.8 Million 0.61% of portfolio
71,871
Q2 2025 Reduced 7.37%
$2.64B
$11.9 Million 0.61% of portfolio
89,752
Q2 2025 Reduced 7.62%
$2.07B
$9.2 Million 0.48% of portfolio
178,901
Q2 2025 Added 44.29%
$3.18B
$8.98 Million 0.46% of portfolio
42,669
Q2 2025 New
$4.61B
$8.67 Million 0.45% of portfolio
40,679
Q2 2025 Reduced 12.54%
$2.29B
$7.95 Million 0.41% of portfolio
240,114
Q2 2025 Added 39.43%
$3.63B
$7.64 Million 0.4% of portfolio
102,267
Q2 2025 Added 9.44%
$3.94B
$7.77 Million 0.4% of portfolio
221,929
Q2 2025 New
$8.29B
$7.25 Million 0.38% of portfolio
142,083
Q2 2025 Added 28.63%
$5.79B
$7.44 Million 0.38% of portfolio
790,747
Q2 2025 Reduced 13.65%
$6.26B
$6.14 Million 0.32% of portfolio
21,533
Q2 2025 New
$2.72B
$5.87 Million 0.3% of portfolio
85,788
Q2 2025 Reduced 62.53%
$4.08B
$5.63 Million 0.29% of portfolio
128,323
Q2 2025 Reduced 10.87%
$2.94B
$5.4 Million 0.28% of portfolio
95,348
Q2 2025 Reduced 1.16%

Summary

  • Portfolio
  • No. of Stocks 255
  • Current Value $1.93 Billion
  • Prior Value $1.87 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 26 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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