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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Granite Investment Partners, LLC

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001398344-25-020592

Total Value
$1.76B
Positions
249
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (249)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT144,731$75.0M4.26%
2APPLE INCAAPL190,664$48.5M2.76%
3NVIDIA CORPORATIONNVDA247,208$46.1M2.62%
4ALPHABET INCGOOG170,954$41.6M2.36%
5AMAZON COM INCAMZN184,118$40.4M2.30%
6GE AEROSPACE369604301126,152$37.9M2.15%
7GE VERNOVA INCGEV59,326$36.5M2.07%
8EATON CORP PLCETN93,084$34.8M1.98%
9VISA INCV76,020$26.0M1.47%
10WINTRUST FINL CORP97650W108190,964$25.3M1.44%
11ROCKWELL AUTOMATION INCROK67,006$23.4M1.33%
12TOWER SEMICONDUCTOR LTDTSEM317,733$23.0M1.30%
13META PLATFORMS INCMETA30,894$22.7M1.29%
14HUBBELL INCHUBB52,060$22.4M1.27%
15S&P GLOBAL INCSPGI45,149$22.0M1.25%
16STRYKER CORPORATIONSYK58,118$21.5M1.22%
17ELI LILLY & COLLY28,010$21.4M1.21%
18JPMORGAN CHASE & CO.VYLD65,366$20.6M1.17%
19ALPHATEC HLDGS INCATEC1,380,030$20.1M1.14%
20AGILYSYS INCAGYS170,335$17.9M1.02%
21SHERWIN WILLIAMS COSHW51,721$17.9M1.02%
22DEERE & CODE38,292$17.5M0.99%
23COSTCO WHSL CORP NEW22160K10518,215$16.9M0.96%
24AMICUS THERAPEUTICS INCFOLD2,118,696$16.7M0.95%
25VERACYTE INCVCYT476,983$16.4M0.93%
26BLACKROCK INCBLK13,858$16.2M0.92%
27CASELLA WASTE SYS INCCWST165,653$15.7M0.89%
28ZETA GLOBAL HOLDINGS CORPZETA790,807$15.7M0.89%
29CBIZ INCCBZ296,177$15.7M0.89%
30AAON INCAAON156,598$14.6M0.83%
31IMPINJ INCPI80,673$14.6M0.83%
32EVERCORE INCEVR41,983$14.2M0.80%
33TRINITY INDS INC896522109477,560$13.4M0.76%
34CROWDSTRIKE HLDGS INCCRWD27,226$13.4M0.76%
35METHANEX CORPMEOH335,273$13.3M0.76%
36CHAMPION HOMES INCSKY174,526$13.3M0.76%
37POWELL INDS INC73912810642,896$13.1M0.74%
38BELDEN INCBDC107,254$12.9M0.73%
39NAPCO SEC TECHNOLOGIES INC630402105297,704$12.8M0.73%
40NATIONAL VISION HLDGS INCEYE435,640$12.7M0.72%
41F N B CORP302520101785,816$12.7M0.72%
42HAYWARD HLDGS INCHAYW833,110$12.6M0.72%
43FIRSTCASH HOLDINGS INCFCFS76,605$12.1M0.69%
44VSE CORPVSECU72,853$12.1M0.69%
45EVERUS CONSTR GROUPEVEX-WT140,415$12.0M0.68%
46CUSHMAN WAKEFIELD PLCCWK750,552$11.9M0.68%
47PACCAR INCPCAR121,490$11.9M0.68%
48FRESHPET INCFRPT212,326$11.7M0.66%
49HAWKINS INCHWKN63,541$11.6M0.66%
50GUARDANT HEALTH INCGH185,301$11.6M0.66%
51CELLEBRITE DI LTDCLBT615,527$11.4M0.65%
52OLD DOMINION FREIGHT LINE INODFL80,582$11.3M0.64%
53ESAB CORPORATIONESAB100,306$11.2M0.64%
54GLAUKOS CORPGKOS137,347$11.2M0.64%
55FIRST HAWAIIAN INCFHB443,787$11.0M0.63%
56LIGAND PHARMACEUTICALS INCLGNZZ61,620$10.9M0.62%
57ONTO INNOVATION INCONTO84,080$10.9M0.62%
58ABERCROMBIE & FITCH COANF126,983$10.9M0.62%
59AXSOME THERAPEUTICS INCAXSM88,558$10.8M0.61%
60AUTOMATIC DATA PROCESSING INADP36,343$10.7M0.61%
61POWER INTEGRATIONS INCPOWI259,573$10.4M0.59%
62SAIA INCSAIA33,509$10.0M0.57%
63GENIUS SPORTS LIMITEDGENI804,820$10.0M0.57%
64LOUISIANA PAC CORPLPX111,552$9.9M0.56%
65VISTEON CORPVC81,522$9.8M0.55%
66WESCO INTL INC95082P10545,679$9.7M0.55%
67INTUITINTU14,143$9.7M0.55%
68LIMBACH HLDGS INCLMB97,758$9.5M0.54%
69HOME DEPOT INCHD23,358$9.5M0.54%
70E L F BEAUTY INCELF71,015$9.4M0.53%
71ICU MED INCICUI77,167$9.3M0.53%
72ALBANY INTL CORP012348108171,707$9.2M0.52%
73ECOLAB INCECL32,976$9.0M0.51%
74ARLO TECHNOLOGIES INCARLO523,883$8.9M0.50%
75REGAL REXNORD CORPORATIONRRX61,374$8.8M0.50%
76TERRENO RLTY CORP88146M101153,429$8.7M0.49%
77TREX CO INCTREX166,809$8.6M0.49%
78ALPHABET INCGOOG35,343$8.6M0.49%
79ABBVIE INCABBV36,989$8.6M0.49%
80JOHNSON & JOHNSONJNJ45,880$8.5M0.48%
81SITIME CORPSITM27,945$8.4M0.48%
82CHEFS WHSE INC163086101141,798$8.3M0.47%
83PAYMENTUS HOLDINGS INCPAY266,499$8.2M0.46%
84AUTODESK INCADSK24,093$7.7M0.43%
85ORACLE CORPORCL-PD26,925$7.6M0.43%
86ZOETIS INCZTS50,840$7.4M0.42%
87KRATOS DEFENSE & SEC SOLUTIO50077B20779,429$7.3M0.41%
88BIO-TECHNE CORPTECH126,827$7.1M0.40%
89KURA SUSHI USA INCKRUS116,084$6.9M0.39%
90BOEING COBA-PA31,448$6.8M0.39%
91ESTABLISHMENT LABS HLDGS INCESTA161,017$6.6M0.37%
92PEPSICO INCPEP44,344$6.2M0.35%
93ADOBE INCADBE17,249$6.1M0.35%
94RUSH ENTERPRISES INCRUSHB111,324$6.0M0.34%
95BERKSHIRE HATHAWAY INC DELBRK-A11,716$5.9M0.33%
96GROCERY OUTLET HLDG CORPGO363,231$5.8M0.33%
97HELIOS TECHNOLOGIES INCHLIO109,906$5.7M0.33%
98LINDE PLCLIN12,025$5.7M0.32%
99FIRST INTST BANCSYSTEM INC32055Y201178,220$5.7M0.32%
100CLEARWATER ANALYTICS HLDGS ICWAN312,068$5.6M0.32%
101ANALOG DEVICES INCADI22,816$5.6M0.32%
102JACOBS SOLUTIONS INCJ36,941$5.5M0.31%
103EXPONENT INCEXPO79,352$5.5M0.31%
104DANAHER CORPORATION23585110227,504$5.5M0.31%
105NVENT ELECTRIC PLCNVT55,114$5.4M0.31%
106ABBOTT LABSABLZF40,500$5.4M0.31%
107FIRST TR EXCHANGE TRADED FD33734X84671,145$5.4M0.31%
108ATS CORPORATIONATS205,847$5.4M0.31%
109JFROG LTDFROG111,049$5.3M0.30%
110PHILLIPS EDISON & CO INCPECO152,564$5.2M0.30%
111BLACKLINE INCBL97,416$5.2M0.29%
112CCC INTELLIGENT SOLUTIONS HLCCC564,399$5.1M0.29%
113AMERISAFE INCAMSF115,743$5.1M0.29%
114ARHAUS INCARHS463,614$4.9M0.28%
115THERMO FISHER SCIENTIFIC INCTMO9,949$4.8M0.27%
116SCHWAB STRATEGIC TR808524102184,918$4.8M0.27%
117DISNEY WALT CO25468710639,993$4.6M0.26%
118MP MATERIALS CORPMP67,713$4.5M0.26%
119GITLAB INCGTLB100,355$4.5M0.26%
120AZZ INCAZZ37,892$4.1M0.23%
121SERVICENOW INCNOW4,388$4.0M0.23%
122KEYSIGHT TECHNOLOGIES INCKEYS22,864$4.0M0.23%
123INTERPARFUMS INCINTR40,013$3.9M0.22%
124CITIGROUP INCC-PR38,288$3.9M0.22%
125LITTELFUSE INCLFUS13,831$3.6M0.20%
126JBT MAREL CORPORATIONJBTM25,298$3.6M0.20%
127DUTCH BROS INCBROS66,069$3.5M0.20%
128SITEONE LANDSCAPE SUPPLY INCSITE26,238$3.4M0.19%
129CATERPILLAR INCCAT6,889$3.3M0.19%
130AMBARELLA INCAMBA39,485$3.3M0.19%
131UNITEDHEALTH GROUP INCUNH9,258$3.2M0.18%
132BOSTON SCIENTIFIC CORPBSX32,475$3.2M0.18%
133ESCO TECHNOLOGIES INCESE14,672$3.1M0.18%
134FLUOR CORP NEWFLR73,170$3.1M0.17%
135DORMAN PRODS INC25827810018,894$2.9M0.17%
136NIKE INCNKE41,911$2.9M0.17%
137CHEVRON CORP NEWCVX18,808$2.9M0.17%
138SILICON LABORATORIES INCSLAB22,252$2.9M0.17%
139POTLATCHDELTIC CORPORATION73763010371,150$2.9M0.16%
140GRAINGER W W INC3848021042,878$2.7M0.16%
141CONCENTRA GROUP HOLDINGS PARCON129,087$2.7M0.15%
142PROCEPT BIOROBOTICS CORPPRCT74,858$2.7M0.15%
143SIMPSON MFG INC82907310515,601$2.6M0.15%
144WELLS FARGO CO NEW94974610130,587$2.6M0.15%
145SWEETGREEN INCSG316,994$2.5M0.14%
146APPLIED INDL TECHNOLOGIES IN03820C1059,478$2.5M0.14%
147VITAL FARMS INCVITL59,114$2.4M0.14%
148API GROUP CORPAPG70,284$2.4M0.14%
149IDEXX LABS INC45168D1043,744$2.4M0.14%
150JONES LANG LASALLE INCJLL7,982$2.4M0.14%
151NEW YORK TIMES CONYT39,524$2.3M0.13%
152BECTON DICKINSON & COBDX11,940$2.2M0.13%
153HALOZYME THERAPEUTICS INCHALO29,435$2.2M0.12%
154ZURN ELKAY WATER SOLNS CORP98983L10844,353$2.1M0.12%
155RTX CORPORATIONRTX12,449$2.1M0.12%
156VERRA MOBILITY CORPVRRM82,246$2.0M0.12%
157CULLEN FROST BANKERS INCCFR-PB15,599$2.0M0.11%
158MONTROSE ENVIRONMENTAL GROUPMEG71,687$2.0M0.11%
1591ST SOURCE CORPSRCE31,649$1.9M0.11%
160MONDELEZ INTL INC60920710529,905$1.9M0.11%
161SPORTRADAR GROUP AGSRAD69,017$1.9M0.11%
162SPX TECHNOLOGIES INCSPXC9,914$1.9M0.11%
163PROCTER AND GAMBLE CO74271810912,017$1.8M0.10%
164IONIS PHARMACEUTICALS INCIONS28,033$1.8M0.10%
165PARSONS CORP DELPSN21,308$1.8M0.10%
166CISCO SYS INCCSCO25,750$1.8M0.10%
167PROCORE TECHNOLOGIES INCPCOR23,983$1.7M0.10%
168NETFLIX INCNFLX1,450$1.7M0.10%
169MCDONALDS CORPMCD5,661$1.7M0.10%
170INTERNATIONAL BUSINESS MACHSINTR6,028$1.7M0.10%
171CORE & MAIN INCCNM30,935$1.7M0.09%
172AEROVIRONMENT INCAVAV5,269$1.7M0.09%
173VANGUARD INTL EQUITY INDEX F92204285829,336$1.6M0.09%
174GCM GROSVENOR INCGCMG129,940$1.6M0.09%
175EXXON MOBIL CORPXOM13,591$1.5M0.09%
176AMGEN INCAMGN5,430$1.5M0.09%
177DESCARTES SYS GROUP INC24990610816,195$1.5M0.09%
178MARRIOTT INTL INC NEW5719032025,849$1.5M0.09%
179UL SOLUTIONS INCULS21,455$1.5M0.09%
180CANADIAN PACIFIC KANSAS CITYCP20,336$1.5M0.09%
181LOWES COS INC5486611076,000$1.5M0.09%
182REPLIGEN CORPRGEN11,095$1.5M0.08%
183VERIZON COMMUNICATIONS INCVZ33,727$1.5M0.08%
184GRAND CANYON ED INCLOPE5,730$1.3M0.07%
185WEYERHAEUSER CO MTN BEWY50,450$1.3M0.07%
186PRIMERICA INCPRI4,501$1.2M0.07%
187SCHWAB CHARLES CORPSCHW-PJ12,791$1.2M0.07%
188JAZZ PHARMACEUTICALS PLCJAZZ9,175$1.2M0.07%
189EXACT SCIENCES CORP30063P10521,944$1.2M0.07%
190WINGSTOP INCWING4,746$1.2M0.07%
191SALESFORCE INCCRM4,995$1.2M0.07%
192UNION PAC CORPUNP4,724$1.1M0.06%
193FISERV INCFISV8,440$1.1M0.06%
194PHILIP MORRIS INTL INC7181721096,399$1.0M0.06%
195CROWN CASTLE INCCCI10,700$1.0M0.06%
196EMERSON ELEC COEMR7,800$1.0M0.06%
197VERALTO CORPVLTO9,237$984,7570.06%
198COLGATE PALMOLIVE COCL11,881$949,7670.05%
199CHUBB LIMITEDCB3,190$900,3780.05%
200DONALDSON INCDCI10,940$895,4390.05%
201HONEYWELL INTL INC4385161063,941$829,5810.05%
202PAYCHEX INCPAYX6,523$826,8550.05%
203PALO ALTO NETWORKS INCPANW3,819$777,6250.04%
204MASTERCARD INCORPORATEDMA1,353$769,6000.04%
205SCHWAB STRATEGIC TR80852480532,423$754,8070.04%
206CAVA GROUP INCCAVA10,441$630,7410.04%
207MERCK & CO INCMRK6,725$564,4290.03%
208BLACKROCK CORPOR HI YLD FD IBLK54,949$522,0160.03%
209ILLINOIS TOOL WKS INC4523081091,900$495,4440.03%
210SYSCO CORPSYY6,000$494,0400.03%
211LOCKHEED MARTIN CORPLMT930$464,2650.03%
212DOUBLELINE INCOME SOLUTIONSDSL33,979$417,2620.02%
213COCA COLA COKO6,291$417,2190.02%
214RALLIANT CORPRAL9,537$417,0530.02%
215GENERAL MLS INC3703341048,220$414,4520.02%
216WALMART INCWMT4,001$412,3430.02%
217UNIVERSAL HLTH SVCS INC9139031002,000$408,8800.02%
218TIMKEN COTKR5,350$402,2130.02%
219NUCOR CORPNUE2,969$402,0920.02%
220TESLA INCTSLA824$366,4490.02%
221INTUITIVE SURGICAL INCISRG796$355,9950.02%
222AMENTUM HOLDINGS INCAMTM14,758$353,4540.02%
223FREEPORT-MCMORAN INCFCX8,842$346,7830.02%
224SCHWAB STRATEGIC TR80852460712,168$339,4870.02%
225BANK AMERICA CORP0605051046,125$315,9890.02%
226SHELL PLCRYDAF4,358$311,7280.02%
227ISHARES TR4642875074,555$297,2590.02%
228NEXTERA ENERGY INCNEE-PW3,200$241,5680.01%
229ARISTA NETWORKS INCANET1,478$215,3590.01%
230ISHARES TR4642883072,209$182,7510.01%
231RANPAK HOLDINGS CORPPACK29,538$166,0040.01%
232MAMAS CREATIONS INC56146T10315,295$160,7500.01%
233ISHARES TR4642878041,270$150,9140.01%
234ADAPTIVE BIOTECHNOLOGIES CORADTI10,070$150,6470.01%
235ISHARES TR464287614282$132,0920.01%
236LIGHTPATH TECHNOLOGIES INCLPTH13,411$106,3490.01%
237SCHWAB STRATEGIC TR8085248393,780$88,7170.01%
238ISHARES TR464287465950$88,7020.01%
239RED ROBIN GOURMET BURGERS INRRGB10,627$72,9010.00%
240ISHARES TR464287879480$53,0830.00%
241STRATA CRITICAL MEDICAL INCSRTAW10,270$51,9660.00%
242NEXTDOOR HOLDINGS INCNXDR23,258$48,6090.00%
243HF FOODS GROUP INCHFFG14,500$40,0200.00%
244TALKSPACE INCTALKW14,294$39,4510.00%
245ISHARES TR464288646476$25,2420.00%
246ISHARES TR46428764830$9,6010.00%
247ISHARES TR46428724285$9,4750.00%
248ISHARES TR46428759829$5,9040.00%
249ISHARES TR46428717618$2,0020.00%