Granite Investment Partners, LLC
Top Portfolio Positions
243 positions ·
$1,560,557,986 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
219,048 | $55,592,191 | 3.56% |
| MSFT |
Microsoft Corp
Technology
|
139,809 | $51,753,097 | 3.32% |
| GEV |
GE Vernova Inc.
Industrials
|
56,481 | $49,302,264 | 3.16% |
| NVDA |
Nvidia Corp
Technology
|
232,951 | $40,626,654 | 2.60% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
178,135 | $37,100,176 | 2.38% |
| GE |
General Electric Co
Industrials
|
126,308 | $35,842,421 | 2.30% |
| ETN |
Eaton Corp plc
Industrials
|
86,199 | $30,830,796 | 1.98% |
| LLY |
ELI LILLY & Co
Healthcare
|
27,139 | $24,961,638 | 1.60% |
| 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
Holdings in TSEM
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,049,170 | 102,856 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,754,982 | 108,627 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,972,095 | 317,733 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $20,988,812 | 484,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,849,412 | 528,587 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $31,245,553 | 606,592 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $26,878,301 | 607,282 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $22,273,557 | 566,613 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $21,306,178 | 636,956 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,895,945 | 520,837 | Shares | Sole | 2024-02-14 | |
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