§ 13F · FUND PROFILE
Granite Investment Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.8B (13F)Positions · 249Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$83M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 219K | $56M | 3.4% | +10% |
| 2 | MSFT | MICROSOFT CORP | 140K | $52M | 3.2% | −5% |
| 3 | GEV | GE VERNOVA INC | 56K | $49M | 3.0% | −3% |
| 4 | GOOG | ALPHABET INC | 163K | $47M | 2.9% | −3% |
| 5 | NVDA | NVIDIA CORPORATION | 233K | $41M | 2.5% | ±0% |
| 6 | AMZN | AMAZON COM INC | 178K | $37M | 2.3% | ±0% |
| 7 | GE | GE AEROSPACE | 126K | $36M | 2.2% | +1% |
| 8 | ETN | EATON CORP PLC | 86K | $31M | 1.9% | −5% |
| 9 | LLY | ELI LILLY & CO | 27K | $25M | 1.5% | −1% |
| 10 | ROK | ROCKWELL AUTOMATION INC | 67K | $24M | 1.5% | +3% |
§ 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 $1.8 billion in assets. The fund runs a broad portfolio of 249 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed