§ 13F · FUND PROFILE
Granite Investment Partners, LLC.
AUM · $2.0B (13F)Positions · 277Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$120M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GEV | GE VERNOVA INC | 55K | $65M | 3.3% | −2% |
| 2 | AAPL | APPLE INC | 218K | $63M | 3.2% | ±0% |
| 3 | GOOG | ALPHABET INC | 163K | $58M | 3.0% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 136K | $51M | 2.6% | −3% |
| 5 | GE | GE AEROSPACE | 125K | $47M | 2.4% | −1% |
| 6 | NVDA | NVIDIA CORPORATION | 231K | $46M | 2.4% | −1% |
| 7 | AMZN | AMAZON COM INC | 176K | $42M | 2.2% | −1% |
| 8 | ETN | EATON CORP PLC | 86K | $37M | 1.9% | ±0% |
| 9 | ROK | ROCKWELL AUTOMATION INC | 67K | $33M | 1.7% | ±0% |
| 10 | LLY | ELI LILLY & CO | 27K | $32M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GRANITE SIGNAL
AC read
Granite Investment Partners, LLC is a Other fund managing $2.0 billion in assets. The fund runs a broad portfolio of 277 positions.
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