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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 Q4 2025 · Filed February 12, 2026 · Accession 0001398344-26-002843

Total Value
$1.69B
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT147,406$71.3M4.23%
2APPLE INCAAPL198,983$54.1M3.21%
3ALPHABET INCGOOG168,544$52.9M3.13%
4NVIDIA CORPORATIONNVDA232,771$43.4M2.57%
5AMAZON COM INCAMZN177,558$41.0M2.43%
6GE AEROSPACE369604301124,492$38.3M2.27%
7GE VERNOVA INCGEV58,176$38.0M2.25%
8ELI LILLY & COLLY27,403$29.4M1.75%
9EATON CORP PLCETN90,442$28.8M1.71%
10VISA INCV73,213$25.7M1.52%
11ROCKWELL AUTOMATION INCROK65,437$25.5M1.51%
12ALPHATEC HLDGS INCATEC1,141,113$24.0M1.42%
13S&P GLOBAL INCSPGI44,594$23.3M1.38%
14WINTRUST FINL CORP97650W108162,988$22.8M1.35%
15HUBBELL INCHUBB47,943$21.3M1.26%
16JPMORGAN CHASE & CO.VYLD64,498$20.8M1.23%
17STRYKER CORPORATIONSYK55,992$19.7M1.17%
18META PLATFORMS INCMETA27,979$18.5M1.09%
19DEERE & CODE37,467$17.4M1.03%
20AGILYSYS INCAGYS142,987$17.0M1.01%
21CASELLA WASTE SYS INCCWST172,621$16.9M1.00%
22GUARDANT HEALTH INCGH158,199$16.2M0.96%
23F N B CORP302520101914,220$15.6M0.93%
24AXSOME THERAPEUTICS INCAXSM84,894$15.5M0.92%
25COSTCO WHSL CORP NEW22160K10517,883$15.4M0.91%
26CBIZ INCCBZ302,969$15.3M0.91%
27ZETA GLOBAL HOLDINGS CORPZETA743,047$15.1M0.90%
28VERACYTE INCVCYT351,038$14.8M0.88%
29EXPONENT INCEXPO206,221$14.3M0.85%
30FRESHPET INCFRPT222,970$13.6M0.81%
31NOVANTA INCNOVTU113,400$13.5M0.80%
32GLAUKOS CORPGKOS119,343$13.5M0.80%
33PACCAR INCPCAR118,301$13.0M0.77%
34TOWER SEMICONDUCTOR LTDTSEM108,627$12.8M0.76%
35POWER INTEGRATIONS INCPOWI355,031$12.6M0.75%
36SHERWIN WILLIAMS COSHW38,907$12.6M0.75%
37METHANEX CORPMEOH314,250$12.5M0.74%
38CHAMPION HOMES INCSKY146,956$12.4M0.74%
39HAYWARD HLDGS INCHAYW795,801$12.3M0.73%
40NAPCO SEC TECHNOLOGIES INC630402105280,881$11.7M0.69%
41PARSONS CORP DELPSN188,711$11.7M0.69%
42FIRSTCASH HOLDINGS INCFCFS71,818$11.4M0.68%
43AAON INCAAON149,678$11.4M0.68%
44ONTO INNOVATION INCONTO72,239$11.4M0.68%
45CUSHMAN AND WAKEFIELD LTDG2717C106704,049$11.4M0.68%
46OLD DOMINION FREIGHT LINE INODFL72,205$11.3M0.67%
47HAWKINS INCHWKN77,968$11.1M0.66%
48ESTABLISHMENT LABS HLDGS INCESTA151,495$11.0M0.65%
49POWELL INDS INC73912810634,529$11.0M0.65%
50LIGAND PHARMACEUTICALS INCLGNZZ57,926$11.0M0.65%
51CROWDSTRIKE HLDGS INCCRWD23,192$10.9M0.64%
52ABBVIE INCABBV46,906$10.7M0.64%
53TRINITY INDS INC896522109403,037$10.7M0.63%
54FIRST HAWAIIAN INCFHB416,083$10.5M0.62%
55ALPHABET INCGOOG33,562$10.5M0.62%
56VSE CORPVSECU60,598$10.5M0.62%
57ICU MED INCICUI72,328$10.3M0.61%
58DIGITALOCEAN HLDGS INCDOCN205,884$9.9M0.59%
59BOEING COBA-PA45,147$9.8M0.58%
60AUTOMATIC DATA PROCESSING INADP38,101$9.8M0.58%
61EVERCORE INCEVR28,606$9.7M0.58%
62INTUITINTU14,574$9.7M0.57%
63CELLEBRITE DI LTDCLBT532,903$9.6M0.57%
64ARLO TECHNOLOGIES INCARLO686,163$9.6M0.57%
65JOHNSON & JOHNSONJNJ45,885$9.5M0.56%
66NATIONAL VISION HLDGS INCEYE361,014$9.3M0.55%
67ESAB CORPORATIONESAB82,955$9.3M0.55%
68PAYMENTUS HOLDINGS INCPAY291,506$9.2M0.55%
69REGAL REXNORD CORPORATIONRRX65,193$9.1M0.54%
70BELDEN INCBDC77,308$9.0M0.53%
71IMPINJ INCPI50,533$8.8M0.52%
72ECOLAB INCECL32,976$8.7M0.51%
73TERRENO RLTY CORP88146M101143,634$8.4M0.50%
74PROCEPT BIOROBOTICS CORPPRCT265,633$8.4M0.50%
75CHEFS WHSE INC163086101132,857$8.3M0.49%
76APELLIS PHARMACEUTICALS INCAPLS327,094$8.2M0.49%
77BLACKROCK INCBLK7,517$8.0M0.48%
78WESCO INTL INC95082P10532,880$8.0M0.48%
79HOME DEPOT INCHD23,298$8.0M0.48%
80EVERUS CONSTR GROUPEVEX-WT93,608$8.0M0.47%
81DUTCH BROS INCBROS123,382$7.6M0.45%
82KEYSIGHT TECHNOLOGIES INCKEYS35,871$7.3M0.43%
83LIMBACH HLDGS INCLMB91,697$7.1M0.42%
84NLIGHT INCLASR186,815$7.0M0.42%
85CLEARWATER ANALYTICS HLDGS ICWAN284,213$6.9M0.41%
86ABBOTT LABSABLZF54,134$6.8M0.40%
87AUTODESK INCADSK22,827$6.8M0.40%
88SAIA INCSAIA19,595$6.4M0.38%
89THERMO FISHER SCIENTIFIC INCTMO10,999$6.4M0.38%
90KRYSTAL BIOTECH INCKRYS25,760$6.4M0.38%
91PEPSICO INCPEP43,959$6.3M0.37%
92DANAHER CORPORATION23585110227,504$6.3M0.37%
93BIO-TECHNE CORPTECH104,808$6.2M0.37%
94ANALOG DEVICES INCADI21,822$5.9M0.35%
95BERKSHIRE HATHAWAY INC DELBRK-A11,668$5.9M0.35%
96ISHARES TR46428761412,242$5.8M0.34%
97FIRST INTST BANCSYSTEM INC32055Y201167,226$5.8M0.34%
98OCEANEERING INTL INC675232102238,380$5.7M0.34%
99KURA SUSHI USA INCKRUS109,300$5.7M0.34%
100BOSTON SCIENTIFIC CORPBSX59,470$5.7M0.34%
101KRATOS DEFENSE & SEC SOLUTIO50077B20774,534$5.7M0.34%
102ATS CORPORATIONATS203,876$5.6M0.33%
103LOUISIANA PAC CORPLPX68,778$5.6M0.33%
104CCC INTELLIGENT SOLUTIONS HLCCC679,635$5.4M0.32%
105NVENT ELECTRIC PLCNVT52,319$5.3M0.32%
106LINDE PLCLIN12,225$5.2M0.31%
107ISHARES TR46428880236,688$5.1M0.30%
108PHILLIPS EDISON & CO INCPECO142,945$5.1M0.30%
109FIRST TR EXCHANGE TRADED FD33734X84671,145$5.1M0.30%
110GITLAB INCGTLB135,143$5.1M0.30%
111E L F BEAUTY INCELF66,550$5.1M0.30%
112JACOBS SOLUTIONS INCJ36,941$4.9M0.29%
113AMERISAFE INCAMSF126,921$4.9M0.29%
114SCHWAB STRATEGIC TR808524102184,793$4.8M0.29%
115JFROG LTDFROG75,029$4.7M0.28%
116HELIOS TECHNOLOGIES INCHLIO86,728$4.6M0.27%
117ARHAUS INCARHS403,694$4.5M0.27%
118FLOOR & DECOR HLDGS INCFND74,210$4.5M0.27%
119ORACLE CORPORCL-PD23,180$4.5M0.27%
120ADOBE INCADBE12,906$4.5M0.27%
121CITIGROUP INCC-PR38,338$4.5M0.27%
122BLACKLINE INCBL80,364$4.4M0.26%
123AZZ INCAZZ37,715$4.0M0.24%
124CATERPILLAR INCCAT6,938$4.0M0.24%
125DISNEY WALT CO25468710631,268$3.6M0.21%
126WW GRAINGER INC3848021043,519$3.6M0.21%
127LITTELFUSE INCLFUS13,766$3.5M0.21%
128RUSH ENTERPRISES INCRUSHB64,084$3.5M0.20%
129GROCERY OUTLET HLDG CORPGO339,302$3.4M0.20%
130JBT MAREL CORPORATIONJBTM21,628$3.3M0.19%
131ALBANY INTL CORP01234810863,031$3.2M0.19%
132TOPGOLF CALLAWAY BRANDS CORP131193104266,334$3.1M0.18%
133UNITEDHEALTH GROUP INCUNH9,208$3.0M0.18%
134SILICON LABORATORIES INCSLAB22,149$2.9M0.17%
135CHEVRON CORP NEWCVX18,887$2.9M0.17%
136WELLS FARGO CO NEW94974610130,587$2.9M0.17%
137FLUOR CORP NEWFLR70,966$2.8M0.17%
138VISTEON CORPVC28,851$2.7M0.16%
139SERVICENOW INCNOW17,764$2.7M0.16%
140INTERPARFUMS INCINTR30,941$2.6M0.16%
141VERICEL CORPVCEL72,180$2.6M0.15%
142IDEXX LABS INC45168D1043,778$2.6M0.15%
143SIMPSON MFG INC82907310515,527$2.5M0.15%
144ESCO TECHNOLOGIES INCESE12,720$2.5M0.15%
145VITAL FARMS INCVITL72,933$2.3M0.14%
146RTX CORPORATIONRTX12,664$2.3M0.14%
147DORMAN PRODS INC25827810018,812$2.3M0.14%
148BECTON DICKINSON & COBDX11,940$2.3M0.14%
149POTLATCHDELTIC CORPORATION73763010354,623$2.2M0.13%
150NIKE INCNKE33,808$2.2M0.13%
151ZURN ELKAY WATER SOLNS CORP98983L10844,148$2.1M0.12%
152HALOZYME THERAPEUTICS INCHALO29,300$2.0M0.12%
153AMBARELLA INCAMBA27,769$2.0M0.12%
154CISCO SYS INCCSCO24,460$1.9M0.11%
155VERRA MOBILITY CORPVRRM81,861$1.8M0.11%
156MARRIOTT INTL INC NEW5719032025,833$1.8M0.11%
157INTERNATIONAL BUSINESS MACHSINTR6,028$1.8M0.11%
158AMGEN INCAMGN5,430$1.8M0.11%
159MCDONALDS CORPMCD5,661$1.7M0.10%
160PROCTER AND GAMBLE CO74271810912,017$1.7M0.10%
161EXXON MOBIL CORPXOM13,595$1.6M0.10%
162VANGUARD INTL EQUITY INDEX F92204285829,336$1.6M0.09%
163MONDELEZ INTL INC60920710529,107$1.6M0.09%
164WEYERHAEUSER CO MTN BEWY64,726$1.5M0.09%
165LOWES COS INC5486611076,000$1.4M0.09%
166UNITED AIRLS HLDGS INCUNTCW12,685$1.4M0.08%
167VERIZON COMMUNICATIONS INCVZ33,727$1.4M0.08%
168DELTA AIR LINES INC DELDAL19,666$1.4M0.08%
169UNION PAC CORPUNP5,799$1.3M0.08%
170SALESFORCE INCCRM4,955$1.3M0.08%
171SCHWAB CHARLES CORPSCHW-PJ12,810$1.3M0.08%
172NETFLIX INCNFLX13,640$1.3M0.08%
173CANADIAN PACIFIC KANSAS CITYCP16,523$1.2M0.07%
174EMERSON ELEC COEMR7,800$1.0M0.06%
175PHILIP MORRIS INTL INC7181721096,399$1.0M0.06%
176DONALDSON INCDCI10,940$969,9400.06%
177COLGATE PALMOLIVE COCL11,881$938,8370.06%
178CHUBB LIMITEDCB2,885$900,4660.05%
179SCHWAB STRATEGIC TR80852480532,430$779,6170.05%
180MASTERCARD INCORPORATEDMA1,353$772,4010.05%
181VERALTO CORPVLTO7,724$770,7010.05%
182HONEYWELL INTL INC4385161063,941$768,8500.05%
183ISHARES TR4642878046,315$758,9370.04%
184PALO ALTO NETWORKS INCPANW4,020$740,4840.04%
185MERCK & CO INCMRK6,590$693,6630.04%
186PAYCHEX INCPAYX5,817$652,5510.04%
187CROWN CASTLE INCCCI7,200$639,8640.04%
188BLACKROCK CORPOR HI YLD FD IBLK56,123$499,4950.03%
189REPLIGEN CORPRGEN2,940$481,7480.03%
190ILLINOIS TOOL WKS INC4523081091,900$467,9700.03%
191NEW YORK TIMES CONYT6,595$457,8250.03%
192LOCKHEED MARTIN CORPLMT930$449,8130.03%
193API GROUP CORPAPG11,705$447,8330.03%
194WALMART INCWMT4,001$445,7510.03%
195JONES LANG LASALLE INCJLL1,322$444,8130.03%
196SYSCO CORPSYY6,000$442,1400.03%
197COCA COLA COKO6,291$439,8040.03%
198UNIVERSAL HLTH SVCS INC9139031002,000$436,0400.03%
1993M COMMM2,651$424,4250.03%
200APPLIED INDL TECHNOLOGIES IN03820C1051,569$402,8720.02%
201AMENTUM HOLDINGS INCAMTM13,248$384,1920.02%
202IONIS PHARMACEUTICALS INCIONS4,806$380,2030.02%
203INTUITIVE SURGICAL INCISRG668$378,3280.02%
204TESLA INCTSLA824$370,5690.02%
205FREEPORT-MCMORAN INCFCX7,032$357,1550.02%
206SCHWAB STRATEGIC TR80852460712,169$346,5730.02%
207RALLIANT CORPRAL6,782$345,2720.02%
2081ST SOURCE CORPSRCE5,392$336,9460.02%
209BANK AMERICA CORP0605051046,125$336,8750.02%
210CULLEN FROST BANKERS INCCFR-PB2,579$326,5790.02%
211SHELL PLCRYDAF4,358$320,2260.02%
212NUCOR CORPNUE1,911$311,7030.02%
213ISHARES TR4642875074,555$300,6300.02%
214PROCORE TECHNOLOGIES INCPCOR4,110$298,9610.02%
215AEROVIRONMENT INCAVAV1,191$288,0910.02%
216SPX TECHNOLOGIES INCSPXC1,327$265,4800.02%
217CORE & MAIN INCCNM5,103$265,2030.02%
218JAZZ PHARMACEUTICALS PLCJAZZ1,545$262,6500.02%
219STANDARDAERO INCSARO9,058$259,7830.02%
220WINGSTOP INCWING1,085$258,7620.02%
221NEXTERA ENERGY INCNEE-PW3,200$256,8960.02%
222VANGUARD INDEX FDS922908595823$248,6370.01%
223ARISTA NETWORKS INCANET1,818$238,2130.01%
224BIRKENSTOCK HOLDING PLCBIRK5,740$234,7660.01%
225INTEL CORPINTC5,764$212,6920.01%
226MAMAS CREATIONS INC56146T10315,295$206,3300.01%
227ISHARES TR4642883072,209$176,3670.01%
228RANPAK HOLDINGS CORPPACK27,742$150,0840.01%
229ISHARES TR464287648403$130,1730.01%
230ISHARES TR464287465950$91,2290.01%
231SCHWAB STRATEGIC TR8085248393,780$88,3390.01%
232EVOLV TECHNOLOGIES HLDNGS INEVLVW11,594$83,0130.00%
233ISHARES TR464288869360$56,7720.00%
234ISHARES TR464287879480$54,5860.00%
235TALKSPACE INCTALKW14,294$51,8870.00%
236STRATA CRITICAL MEDICAL INCSRTAW10,270$49,3990.00%
237NEXTDOOR HOLDINGS INCNXDR17,582$36,9220.00%
238IOVANCE BIOTHERAPEUTICS INCIOVA10,638$29,0420.00%
239ISHARES TR464288646476$25,1710.00%
240ISHARES TR46428724285$9,3660.00%
241ISHARES TR46428759829$6,1000.00%
242ISHARES TR46428717651$5,6050.00%
243ISHARES TR46428868759$1,8270.00%
244ISHARES TR46428773910$9390.00%