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
$126B
$5.77 Million 0.3% of portfolio
24,234
Q2 2025 Reduced 38.08%
$2.46B
$5.87 Million 0.3% of portfolio
85,788
Q2 2025 Reduced 62.53%
$4.9B
$5.63 Million 0.29% of portfolio
128,323
Q2 2025 Reduced 10.87%
$137B
$5.68 Million 0.29% of portfolio
28,754
Q2 2025 Reduced 20.64%
$0
$5.38 Million 0.28% of portfolio
71,145
Q3 2024 Reduced 6.87%
$3.24B
$5.4 Million 0.28% of portfolio
95,348
Q2 2025 Reduced 1.16%
$211B
$5.12 Million 0.27% of portfolio
41,321
Q2 2025 Added 32.24%
$3.39B
$5.07 Million 0.26% of portfolio
175,978
Q2 2025 Added 4.69%
$10.6B
$4.52 Million 0.23% of portfolio
86,935
Q2 2025 Reduced 32.93%
$186B
$4.5 Million 0.23% of portfolio
11,098
Q2 2025 Reduced 0.57%
$0
$4.41 Million 0.23% of portfolio
184,918
Q2 2025 Reduced 1.16%
$9.8B
$4.47 Million 0.23% of portfolio
79,935
Q2 2025 Reduced 14.21%
$16.1B
$4.31 Million 0.22% of portfolio
58,874
Q2 2025 Reduced 6.48%
$845M
$4.25 Million 0.22% of portfolio
96,882
Q2 2025 Added 22.18%
$583M
$4.21 Million 0.22% of portfolio
485,863
Q2 2025 Reduced 64.64%
$1.77B
$4.27 Million 0.22% of portfolio
127,895
Q2 2025 Reduced 2.75%
$15B
$4.12 Million 0.21% of portfolio
16,106
Q2 2025 Added 15.04%
$51.2B
$4.09 Million 0.21% of portfolio
3,934
Q1 2024 Added 0.72%
$4.01B
$3.98 Million 0.21% of portfolio
31,611
Q2 2025 Reduced 2.94%
$4.36B
$4.03 Million 0.21% of portfolio
89,382
Q2 2025 New
$3.56B
$3.93 Million 0.2% of portfolio
47,972
Q2 2025 Reduced 2.94%
$2.87B
$3.92 Million 0.2% of portfolio
41,486
Q2 2025 Reduced 2.95%
$325B
$3.95 Million 0.2% of portfolio
12,655
Q1 2025 Reduced 4.08%
$8.57B
$3.77 Million 0.2% of portfolio
62,473
Q2 2025 Reduced 14.12%
$10.1B
$3.79 Million 0.2% of portfolio
16,287
Q2 2025 Reduced 14.21%
$191B
$3.82 Million 0.2% of portfolio
3,714
Q2 2025 New
$6.91B
$3.9 Million 0.2% of portfolio
63,498
Q2 2025 New
$6.19B
$3.92 Million 0.2% of portfolio
139,715
Q2 2025 Reduced 14.12%
$4.48B
$3.88 Million 0.2% of portfolio
26,348
Q2 2025 Reduced 12.67%
$143B
$3.68 Million 0.19% of portfolio
34,240
Q2 2025 New
$5.89B
$3.75 Million 0.19% of portfolio
73,170
Q2 2025 Added 25.2%
$3.27B
$3.46 Million 0.18% of portfolio
90,104
Q2 2025 Reduced 2.94%
$92B
$3.42 Million 0.18% of portfolio
48,113
Q2 2025 Reduced 11.32%
$8.45B
$3.36 Million 0.17% of portfolio
20,064
Q2 2025 Reduced 14.19%
$4.49B
$3.27 Million 0.17% of portfolio
55,367
Q2 2025 Reduced 14.19%
$6.29B
$3.2 Million 0.17% of portfolio
152,515
Q2 2025 New
$9.71B
$3.31 Million 0.17% of portfolio
48,350
Q2 2025 Reduced 14.16%
$6.31B
$3.22 Million 0.17% of portfolio
25,916
Q2 2025 Reduced 35.12%
$8.7B
$3.33 Million 0.17% of portfolio
32,725
Q2 2025 Reduced 14.19%
$1.56B
$3.02 Million 0.16% of portfolio
48,644
Q2 2025 Reduced 13.96%
$1.81B
$3.02 Million 0.16% of portfolio
43,014
Q2 2025 Reduced 15.15%
$6.51B
$3.08 Million 0.16% of portfolio
13,590
Q2 2025 Reduced 2.95%
$9.3B
$3.02 Million 0.16% of portfolio
16,679
Q2 2025 Reduced 14.13%
$4.39B
$3.06 Million 0.16% of portfolio
30,852
Q2 2025 Reduced 19.21%
$193B
$3.17 Million 0.16% of portfolio
37,186
Q2 2025 Added 19.31%
$2.42B
$3.02 Million 0.16% of portfolio
261,487
Q2 2025 Reduced 14.09%
$3.1B
$2.94 Million 0.15% of portfolio
44,514
Q2 2025 Reduced 1.31%
$64.8B
$2.81 Million 0.15% of portfolio
10,490
Q2 2025 Reduced 4.96%
$7.39B
$2.87 Million 0.15% of portfolio
54,807
Q2 2025 Reduced 12.51%

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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