Granite Investment Partners, LLC — 13F holdings

Granite Investment Partners, LLC reported 277 holdings worth $1.95B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. GEV GE VERNOVA INC — $64.8M (3.3%)
2. AAPL APPLE INC — $63.1M (3.2%)
3. GOOG ALPHABET INC — $57.7M (3.0%)
4. MSFT MICROSOFT CORP — $50.8M (2.6%)
5. GE GE AEROSPACE — $46.9M (2.4%)
6. NVDA NVIDIA CORPORATION — $46.3M (2.4%)
7. AMZN AMAZON COM INC — $42.1M (2.2%)
8. ETN Eaton Corp PLC — $36.6M (1.9%)
9. ROK ROCKWELL AUTOMATION INC — $33.2M (1.7%)
10. LLY ELI LILLY & CO — $32.4M (1.7%)