Titelia

Holdings of Granite Investment Partners, LLC

246 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 26 % of the equity sleeve

Sector breakdown

  • Industrials 16.1 %
  • Technology 13.3 %
  • Health care 6.1 %
  • Financials 5.5 %
  • Communication 5.3 %
  • Consumer discretionary 3.5 %
  • Consumer staples 2.1 %
  • Materials 1.4 %
  • Energy 0.1 %
  • Funds 0.1 %
  • Unattributed 46.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • GB 0.0 %
  • BE 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2441.5B $99.98 %
2GB1293.7K $0.02 %
3BE157.9K $0.00 %

Positions

RankCompanySharesValueWeight
1Apple Inc 219,04855.6M $
2Microsoft Corp 139,80951.8M $
3GE Vernova Inc 56,48149.3M $
4Alphabet Inc 163,17946.8M $
5NVIDIA Corp 232,95140.6M $
6Amazon.com Inc 178,13537.1M $
7General Electric Co 126,30835.8M $
8Eli Lilly & Co 27,13925M $
9Rockwell Automation Inc 67,45124.2M $
10Hubbell Inc 48,39423.7M $
11Visa Inc 71,96221.7M $
12Wintrust Financial Corp 153,45321.3M $
13Deere & Co 37,36321M $
14S&P Global Inc 45,18419.2M $
15JPMorgan Chase & Co 65,01619.1M $
16Costco Wholesale Corp 18,32718.3M $
17Old Dominion Freight Line Inc 90,09217.6M $
18Power Integrations Inc 324,92616.6M $
19Meta Platforms Inc 28,19716.1M $
20Stryker Corp 47,28815.5M $
21PACCAR Inc 129,65615M $
22DigitalOcean Holdings Inc 168,31114.4M $
23FNB Corp/PA 861,55614.4M $
24Regal Rexnord Corp 76,53814.3M $
25Onto Innovation Inc 68,43714M $
26Axsome Therapeutics Inc 80,29913.6M $
27Alphatec Holdings Inc 1,195,15613M $
28Casella Waste Systems Inc 163,58313M $
29FirstCash Holdings Inc 67,70412.7M $
30Trinity Industries Inc 381,72812.3M $
31Boeing Co/The 61,04812.2M $
32Glaukos Corp 111,87212M $
33Powell Industries Inc 21,90911.9M $
34Oceaneering International Inc 327,05311.6M $
35AAON Inc 139,23611.5M $
36Hawkins Inc 73,48011.3M $
37Zeta Global Holdings Corp 700,16711.1M $
38Johnson & Johnson 45,04511M $
39Ligand Pharmaceuticals Inc 54,15510.8M $
40VSE Corp 57,34310.6M $
41Napco Security Technologies Inc 267,52610.5M $
42Keysight Technologies Inc 37,24510.5M $
43Everus Construction Group Inc 88,31910.4M $
44AbbVie Inc 47,91410.4M $
45Callaway Golf Co 750,57110.4M $
46Hayward Holdings Inc 772,35710.3M $
47nLight Inc 177,35910.1M $
48Alphabet Inc 34,2129.8M $
49Sherwin-Williams Co/The 30,6519.8M $
50Home Depot Inc/The 29,3339.6M $
51Agilysys Inc 135,3299.6M $
52Veracyte Inc 298,5899.6M $
53First Hawaiian Inc 390,0429.6M $
54Saia Inc 27,0899.5M $
55Rush Enterprises Inc 143,6199.5M $
56Stride Inc 106,8009.4M $
57Apellis Pharmaceuticals Inc 231,9179.3M $
58Badger Meter Inc 61,0609.3M $
59Arlo Technologies Inc 650,9179.3M $
60National Vision Holdings Inc 342,0988.9M $
61Guardant Health Inc 95,7268.8M $
62Crowdstrike Holdings Inc 22,5078.8M $
63Ecolab Inc 32,4468.6M $
64Limbach Holdings Inc 110,2698.6M $
65WESCO International Inc 31,1608.5M $
66Belden Inc 72,8508.4M $
67Terreno Realty Corp 135,4168.3M $
68Champion Homes Inc 106,1177.9M $
69Appfolio Inc 48,7747.7M $
70Esab Corp 78,4687.6M $
71CSW Industrials Inc 29,0807.6M $
72Automatic Data Processing Inc 35,9377.3M $
73Kura Sushi USA Inc 103,9997.3M $
74Element Solutions Inc 212,0557.2M $
75Cognex Corp 147,0027.2M $
76Bio-Techne Corp 137,5627.2M $
77Blackrock Inc 7,4637.2M $
78Floor & Decor Holdings Inc 138,7267M $
79Paymentus Holdings Inc 274,8447M $
80Adaptive Biotechnologies Corp 500,0616.9M $
81Analog Devices Inc 21,2956.8M $
82Esquire Financial Holdings Inc 61,3346.6M $
83Delta Air Lines Inc 98,1886.5M $
84PepsiCo Inc 41,5946.5M $
85Dutch Bros Inc 124,8816.3M $
86PROCEPT BIOROBOTICS CORP 252,0286.3M $
87Krystal Biotech Inc 24,2846.3M $
88elf Beauty Inc 102,4336.2M $
89Freshpet Inc 103,9196.1M $
90Berkshire Hathaway Inc 12,1895.8M $
91First Interstate BancSystem Inc 172,3355.8M $
92Albany International Corp 108,4205.7M $
93NeoGenomics Inc 752,4785.6M $
94Thermo Fisher Scientific Inc 11,0985.5M $
95Caterpillar Inc 7,6855.4M $
96Autodesk Inc 22,3975.4M $
97Abbott Laboratories 52,1325.4M $
98Intuit Inc 11,8975.1M $
99Paylocity Holding Corp 47,3205.1M $
100Walt Disney Co/The 53,0215.1M $