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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.2B
$13.6 Million 0.7% of portfolio
83,744
Q2 2025 Reduced 3.93%
$5.01B
$13.4 Million 0.69% of portfolio
128,526
Q2 2025 Reduced 7.35%
$2.55B
$13.2 Million 0.68% of portfolio
206,397
Q2 2025 New
$3.35B
$13.1 Million 0.68% of portfolio
469,455
Q2 2025 Added 0.82%
$4.28B
$12.8 Million 0.66% of portfolio
203,764
Q2 2025 Added 4.97%
$4.4B
$12.5 Million 0.65% of portfolio
223,592
Q2 2025 Reduced 7.7%
$2.17B
$12.4 Million 0.64% of portfolio
2,161,202
Q2 2025 Added 3.39%
$2.57B
$12.3 Million 0.64% of portfolio
220,453
Q2 2025 Reduced 7.0%
$6.88B
$12.4 Million 0.64% of portfolio
91,786
Q2 2025 Reduced 45.5%
$4.94B
$12.2 Million 0.63% of portfolio
109,480
Q2 2025 New
$2.49B
$12.1 Million 0.63% of portfolio
1,167,813
Q2 2025 Reduced 44.04%
$121B
$11.9 Million 0.62% of portfolio
38,716
Q2 2025 Reduced 0.77%
$2.37B
$12.1 Million 0.62% of portfolio
234,044
Q2 2025 Reduced 7.09%
$2.12B
$12.1 Million 0.62% of portfolio
92,018
Q2 2025 Reduced 42.21%
$35.5B
$12 Million 0.62% of portfolio
125,983
Q2 2025 Reduced 12.07%
$3.76B
$12 Million 0.62% of portfolio
1,088,242
Q2 2025 Reduced 8.07%
$3.16B
$11.9 Million 0.61% of portfolio
89,752
Q2 2025 Reduced 7.62%
$1.33B
$10.8 Million 0.56% of portfolio
604,045
Q2 2025 Reduced 7.54%
$114B
$10.9 Million 0.56% of portfolio
37,596
Q2 2025 Added 34.52%
$1.6B
$10.3 Million 0.53% of portfolio
347,170
Q2 2025 Reduced 7.22%
$894M
$9.94 Million 0.51% of portfolio
232,700
Q2 2025 Added 7.11%
$1.62B
$9.38 Million 0.49% of portfolio
755,348
Q2 2025 Reduced 18.01%
$2.02B
$9.2 Million 0.48% of portfolio
178,901
Q2 2025 Added 44.29%
$77.1B
$9.12 Million 0.47% of portfolio
33,846
Q1 2025 Reduced 0.66%
$3.56B
$8.98 Million 0.46% of portfolio
42,669
Q2 2025 New
$10.9B
$8.75 Million 0.45% of portfolio
47,226
Q2 2025 New
$5.94B
$8.67 Million 0.45% of portfolio
40,679
Q2 2025 Reduced 12.54%
$385B
$8.78 Million 0.45% of portfolio
47,323
Q2 2025 Reduced 0.18%
$68.5B
$8.47 Million 0.44% of portfolio
54,336
Q2 2025 Reduced 4.87%
$1.69B
$8.16 Million 0.42% of portfolio
141,642
Q2 2025 New
$2.79B
$7.95 Million 0.41% of portfolio
240,114
Q2 2025 Added 39.43%
$3.55B
$7.64 Million 0.4% of portfolio
102,267
Q2 2025 Added 9.44%
$4.15B
$7.77 Million 0.4% of portfolio
221,929
Q2 2025 New
$230B
$7.56 Million 0.39% of portfolio
55,549
Q2 2025 Reduced 0.05%
$184B
$7.49 Million 0.39% of portfolio
9,507
Q2 2025 Added 19.51%
$8.24B
$7.25 Million 0.38% of portfolio
142,083
Q2 2025 Added 28.63%
$5.95B
$7.44 Million 0.38% of portfolio
790,747
Q2 2025 Reduced 13.65%
$133M
$7.24 Million 0.37% of portfolio
547,148
Q2 2025 New
$161B
$7.19 Million 0.37% of portfolio
18,591
Q2 2025 Reduced 7.21%
$1.5T
$6.9 Million 0.36% of portfolio
39,132
Q2 2025 Reduced 0.4%
$815B
$6.97 Million 0.36% of portfolio
31,892
Q2 2025 Added 0.04%
$464B
$6.78 Million 0.35% of portfolio
44,390
Q1 2025 Reduced 3.13%
$20.2B
$6.53 Million 0.34% of portfolio
90,664
Q2 2025 Reduced 4.79%
$53.1B
$6.32 Million 0.33% of portfolio
25,713
Q2 2025 Reduced 7.07%
$644B
$6.13 Million 0.32% of portfolio
12,619
Q2 2025 Reduced 1.56%
$6.27B
$6.14 Million 0.32% of portfolio
21,533
Q2 2025 New
$194B
$5.96 Million 0.31% of portfolio
45,109
Q2 2025 Reduced 3.93%
$1.12B
$5.79 Million 0.3% of portfolio
263,860
Q2 2025 Added 86.69%
$433B
$5.81 Million 0.3% of portfolio
15,860
Q2 2025 Added 7.42%

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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