Granite Investment Partners, LLC
Top Portfolio Positions
244 positions ·
$1,566,398,954 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
219,048 | $55,592,191 | 3.55% | |
| MSFT |
Microsoft Corp
Technology
|
139,809 | $51,753,097 | 3.30% | |
| GEV |
GE Vernova Inc.
Industrials
|
56,481 | $49,302,264 | 3.15% | |
| NVDA |
Nvidia Corp
Technology
|
232,951 | $40,626,654 | 2.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,135 | $37,100,176 | 2.37% | |
| GE |
General Electric Co
Industrials
|
126,308 | $35,842,421 | 2.29% | |
| ETN |
Eaton Corp plc
Industrials
|
86,199 | $30,830,796 | 1.97% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,139 | $24,961,638 | 1.59% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
67,451 | $24,206,814 | 1.55% | |
| HUBB |
Hubbell Inc
Industrials
|
48,394 | $23,748,871 | 1.52% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ARLO
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,262,548 | 650,917 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,599,420 | 686,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,879,816 | 523,883 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,186,589 | 1,190,247 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,680,275 | 1,284,729 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,663,963 | 1,578,549 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,916,265 | 1,396,884 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,592,560 | 1,502,497 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,035,672 | 1,662,899 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,987,984 | 628,990 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||