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
101Danaher Corp 26,6045M $
102Exponent Inc 76,1945M $
103Impinj Inc 47,6394.9M $
104Littelfuse Inc 14,1774.8M $
105Louisiana-Pacific Corp 65,4054.8M $
106Jacobs Solutions Inc 36,5264.6M $
107Schwab US Broad Market ETF 181,7934.6M $
108Chefs' Warehouse Inc/The 76,4274.5M $
109Citigroup Inc 39,4994.5M $
110Interparfums Inc 48,9654.4M $
111First Trust NASDAQ Cybersecuri 70,0454.4M $
112WW Grainger Inc 3,9344.3M $
113CCC Intelligent Solutions Holdings Inc 709,8704.3M $
114AMERISAFE Inc 126,2074.2M $
115Adobe Inc 16,8524.1M $
116Helios Technologies Inc 61,3974M $
117AZZ Inc 31,5083.9M $
118Vericel Corp 120,2363.9M $
119Boston Scientific Corp 60,4733.8M $
120Chevron Corp 18,0813.7M $
121Dorman Products Inc 35,5443.7M $
122Oracle Corp 23,4423.4M $
123Fluor Corp 73,2123.4M $
124Gitlab Inc 157,7753.4M $
125Halozyme Therapeutics Inc 51,7193.3M $
126United Airlines Holdings Inc 36,1953.3M $
127ESCO Technologies Inc 11,6793.3M $
128Arhaus Inc 460,3223.1M $
129BlackLine Inc 82,9903.1M $
130JBT Marel Corp 22,2952.9M $
131Simpson Manufacturing Co Inc 15,9862.7M $
132Parsons Corp 50,4292.7M $
133Verra Mobility Corp 181,1532.6M $
134Visteon Corp 27,1922.5M $
135Wells Fargo & Co 30,5872.4M $
136RTX Corp 12,4222.4M $
137ServiceNow Inc 22,6292.4M $
138Herc Holdings Inc 23,4162.3M $
139UnitedHealth Group Inc 8,5202.3M $
140Grocery Outlet Holding Corp 320,0932.3M $
141Certara Inc 373,7052.1M $
142IDEXX Laboratories Inc 3,7182.1M $
143Marriott International Inc/MD 6,3052.1M $
144Zurn Elkay Water Solutions Corp 45,5022M $
145Amgen Inc 5,4301.9M $
146Cisco Systems, Inc. 24,4601.9M $
147Exxon Mobil Corp 10,9671.9M $
148Procter & Gamble Co/The 12,5021.8M $
149McDonald's Corp. 5,6611.8M $
150Mondelez International Inc 29,2841.7M $
151Verizon Communications Inc 33,4021.7M $
152Becton Dickinson & Co 10,4401.6M $
153Weyerhaeuser Co 64,7261.6M $
154Union Pacific Corp 6,3541.5M $
155Vanguard International Equity Index Funds 27,3361.5M $
156International Business Machines Corp. 6,0281.5M $
157Lowe's Cos Inc 6,0001.4M $
158Charles Schwab Corp/The 12,8101.2M $
159Donaldson Co Inc 14,0501.2M $
160Philip Morris International Inc. 6,3991.1M $
161Emerson Electric Co. 7,8001M $
162Colgate-Palmolive Co 11,581987K $
163Salesforce Inc 4,955925K $
164Honeywell International Inc 3,541800.4K $
165Merck & Co Inc 6,632797.8K $
166Schwab International Equity ETF 31,786786.7K $
167iShares Core S&P Small-Cap ETF 6,315785K $
168NIKE Inc 13,543715.3K $
169Mastercard Inc 1,353676K $
170Veralto Corp 7,124629.9K $
171New York Times Co/The 7,416620.9K $
172BlackRock Corporate High Yield Fund Inc. 68,809586.3K $
173Paychex Inc 6,333583.4K $
174Palo Alto Networks Inc 3,521564.5K $
175Lockheed Martin Corp 930562.1K $
176Crown Castle Inc 6,826555K $
177API Group Corp 13,164533.4K $
178Walmart Inc 4,001497.2K $
179Coca-Cola Co/The 6,291478.4K $
180Repligen Corp 4,001471.4K $
181Applied Industrial Technologies Inc 1,768469.1K $
182Jones Lang LaSalle Inc 1,489453.1K $
183Sysco Corp 6,000428K $
1841st Source Corp 6,101422.2K $
185Waters Corp 1,406418.7K $
186Freeport-McMoRan Inc 7,032413.3K $
187Ionis Pharmaceuticals Inc 5,345401.4K $
188Cullen/Frost Bankers Inc 2,909398.7K $
189Universal Health Services Inc 2,000357.9K $
1903M Co 2,439354.2K $
191Universal Technical Institute Inc 9,675349.3K $
192Schwab U.S. Small-Cap ETF 11,992348.7K $
193Amentum Holdings Inc 13,248345.5K $
194StandardAero Inc 13,373345.4K $
195Mama's Creations Inc 21,167324.7K $
196BWX Technologies Inc 1,579322.9K $
197Hexcel Corp 3,941318.9K $
198Flowserve Corp 4,277314.4K $
199AeroVironment Inc 1,696310.5K $
200iShares Core S&P Mid-Cap ETF 4,555307.6K $