Granite Investment Partners, LLC
EL SEGUNDO CA · SEC CIK 0001542266
$16.26亿2026Q1 申报市值
263持仓数
24.4%前十大占比 · 第一大 3.4%
36 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LRN 新建仓+$941.66万
BMI 新建仓+$930.25万
APPF 新建仓+$769.75万
CSW 新建仓+$757.77万
ESI 新建仓+$723.96万
2026Q1 卖出最多 按季末市值估算
CBZ 清仓-$1,528.48万
ICUI 清仓-$1,031.90万
EVR 清仓-$973.32万
CLBT 清仓-$960.82万
EXPO 减仓-$848.43万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NYT | NEW YORK TIMES CO MTN BE | $62.09万 | 0.04% | 7,416 | 821 | 12.4% | $6.87万 | 加仓 |
| VLTO | VERALTO CORP | $62.99万 | 0.04% | 7,124 | -600 | -7.8% | -$5.31万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.60万 | 0.04% | 1,353 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $71.53万 | 0.04% | 13,543 | -20,265 | -59.9% | -$107.04万 | 减仓 |
| IJR | ISHARES TR | $78.50万 | 0.05% | 6,315 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $78.67万 | 0.05% | 31,786 | -644 | -2.0% | -$1.59万 | 减仓 |
| MRK | MERCK & CO INC | $79.78万 | 0.05% | 6,632 | 42 | 0.6% | $5,052 | 加仓 |
| — | HONEYWELL INTL INC | $80.04万 | 0.05% | 3,541 | -400 | -10.1% | -$9.04万 | 减仓 |
| CRM | SALESFORCE INC | $92.50万 | 0.06% | 4,955 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $94.03万 | 0.06% | 2,885 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $98.70万 | 0.06% | 11,581 | -300 | -2.5% | -$2.56万 | 减仓 |
| EMR | EMERSON ELEC CO | $102.20万 | 0.06% | 7,800 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $105.80万 | 0.07% | 6,399 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $119.24万 | 0.07% | 14,050 | 3,110 | 28.4% | $26.39万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $120.39万 | 0.07% | 12,810 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $129.97万 | 0.08% | 16,523 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $141.77万 | 0.09% | 6,000 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $146.11万 | 0.09% | 6,028 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $147.75万 | 0.09% | 27,336 | -2,000 | -6.8% | -$10.81万 | 减仓 |
| UNP | UNION PAC CORP | $154.16万 | 0.09% | 6,354 | 555 | 9.6% | $13.47万 | 加仓 |
| WY | WEYERHAEUSER CO | $158.13万 | 0.10% | 64,726 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $164.15万 | 0.10% | 10,440 | -1,500 | -12.6% | -$23.58万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $167.68万 | 0.10% | 33,402 | -325 | -1.0% | -$1.63万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $168.79万 | 0.10% | 29,284 | 177 | 0.6% | $1.02万 | 加仓 |
| MCD | MCDONALDS CORP | $175.94万 | 0.11% | 5,661 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $180.58万 | 0.11% | 12,502 | 485 | 4.0% | $7.01万 | 加仓 |
| — | EXXON MOBIL CORP | $186.07万 | 0.11% | 10,967 | -2,628 | -19.3% | -$44.59万 | 减仓 |
| CSCO | CISCO SYS INC | $189.79万 | 0.12% | 24,460 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $191.05万 | 0.12% | 5,430 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $204.03万 | 0.13% | 45,502 | 1,354 | 3.1% | $6.07万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $206.22万 | 0.13% | 6,305 | 472 | 8.1% | $15.44万 | 加仓 |
| IDXX | IDEXX LABS INC | $208.91万 | 0.13% | 3,718 | -60 | -1.6% | -$3.37万 | 减仓 |
| CERT | CERTARA INC | $213.01万 | 0.13% | 373,705 | 373,705 | — | $213.01万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $225.67万 | 0.14% | 320,093 | -19,209 | -5.7% | -$13.54万 | 减仓 |
| AMBA | AMBARELLA INC | $227.73万 | 0.14% | 44,240 | 16,471 | 59.3% | $84.78万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $230.54万 | 0.14% | 8,520 | -688 | -7.5% | -$18.62万 | 减仓 |
| HRI | HERC HLDGS INC | $233.11万 | 0.14% | 23,416 | 23,416 | — | $233.11万 | 新建仓 |
| NOW | SERVICENOW INC | $236.59万 | 0.15% | 22,629 | 4,865 | 27.4% | $50.86万 | 加仓 |
| RTX | RTX CORPORATION | $239.62万 | 0.15% | 12,422 | -242 | -1.9% | -$4.67万 | 减仓 |
| WFC | WELLS FARGO & CO | $243.50万 | 0.15% | 30,587 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $247.75万 | 0.15% | 27,192 | -1,659 | -5.8% | -$15.12万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $258.87万 | 0.16% | 181,153 | 99,292 | 121.3% | $141.89万 | 加仓 |
| PSN | PARSONS CORP DEL | $273.17万 | 0.17% | 50,429 | -138,282 | -73.3% | -$749.07万 | 减仓 |
| SSD | SIMPSON MFG INC | $274.35万 | 0.17% | 15,986 | 459 | 3.0% | $7.88万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $285.09万 | 0.18% | 22,295 | 667 | 3.1% | $8.53万 | 加仓 |
| BL | BLACKLINE INC | $307.06万 | 0.19% | 82,990 | 2,626 | 3.3% | $9.72万 | 加仓 |
| ARHS | ARHAUS INC | $312.10万 | 0.19% | 460,322 | 56,628 | 14.0% | $38.39万 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC | $328.61万 | 0.20% | 11,679 | -1,041 | -8.2% | -$29.29万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $333.25万 | 0.20% | 36,195 | 23,510 | 185.3% | $216.46万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $334.26万 | 0.21% | 51,719 | 22,419 | 76.5% | $144.89万 | 加仓 |
| GTLB | GITLAB INC | $341.43万 | 0.21% | 157,775 | 22,632 | 16.7% | $48.98万 | 加仓 |
| FLR | FLUOR CORP | $341.53万 | 0.21% | 73,212 | 2,246 | 3.2% | $10.48万 | 加仓 |
| ORCL | ORACLE CORP | $344.86万 | 0.21% | 23,442 | 262 | 1.1% | $3.85万 | 加仓 |
| DORM | DORMAN PRODS INC | $370.94万 | 0.23% | 35,544 | 16,732 | 88.9% | $174.62万 | 加仓 |
| CVX | CHEVRON CORPORATION | $374.10万 | 0.23% | 18,081 | -806 | -4.3% | -$16.68万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $379.47万 | 0.23% | 60,473 | 1,003 | 1.7% | $6.29万 | 加仓 |
| VCEL | VERICEL CORP | $386.80万 | 0.24% | 120,236 | 48,056 | 66.6% | $154.60万 | 加仓 |
| AZZ | AZZ INC | $394.26万 | 0.24% | 31,508 | -6,207 | -16.5% | -$77.67万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $397.30万 | 0.24% | 61,397 | -25,331 | -29.2% | -$163.92万 | 减仓 |
| ADBE | ADOBE INC | $409.64万 | 0.25% | 16,852 | 3,946 | 30.6% | $95.92万 | 加仓 |
| FROG | JFROG LTD | $419.54万 | 0.26% | 89,397 | 14,368 | 19.1% | $67.43万 | 加仓 |
| AMSF | AMERISAFE INC | $420.65万 | 0.26% | 126,207 | -714 | -0.6% | -$2.38万 | 减仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $425.92万 | 0.26% | 709,870 | 30,235 | 4.4% | $18.14万 | 加仓 |
| GWW | WW GRAINGER INC | $429.12万 | 0.26% | 3,934 | 415 | 11.8% | $45.27万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $439.04万 | 0.27% | 70,045 | -1,100 | -1.5% | -$6.89万 | 减仓 |
| IPAR | INTERPARFUMS INC | $444.80万 | 0.27% | 48,965 | 18,024 | 58.3% | $163.73万 | 加仓 |
| C | CITIGROUP INC | $447.95万 | 0.28% | 39,499 | 1,161 | 3.0% | $13.17万 | 加仓 |
| CHEF | CHEFS WHSE INC | $454.36万 | 0.28% | 76,427 | -56,430 | -42.5% | -$335.48万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $456.30万 | 0.28% | 181,793 | -3,000 | -1.6% | -$7.53万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $464.90万 | 0.29% | 36,526 | -415 | -1.1% | -$5.28万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $475.82万 | 0.29% | 65,405 | -3,373 | -4.9% | -$24.54万 | 减仓 |
| LFUS | LITTELFUSE INC | $481.10万 | 0.30% | 14,177 | 411 | 3.0% | $13.95万 | 加仓 |
| ATS | ATS CORPORATION | $487.95万 | 0.30% | 173,031 | -30,845 | -15.1% | -$86.98万 | 减仓 |
| PI | IMPINJ INC | $489.25万 | 0.30% | 47,639 | -2,894 | -5.7% | -$29.72万 | 减仓 |
| EXPO | EXPONENT INC | $497.17万 | 0.31% | 76,194 | -130,027 | -63.1% | -$848.43万 | 减仓 |
| DHR | DANAHER CORP DEL | $504.42万 | 0.31% | 26,604 | -900 | -3.3% | -$17.06万 | 减仓 |
| DIS | DISNEY WALT CO | $511.02万 | 0.31% | 53,021 | 21,753 | 69.6% | $209.66万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $511.25万 | 0.31% | 47,320 | 47,320 | — | $511.25万 | 新建仓 |
| INTU | INTUIT | $514.40万 | 0.32% | 11,897 | -2,677 | -18.4% | -$115.75万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $535.24万 | 0.33% | 52,132 | -2,002 | -3.7% | -$20.55万 | 减仓 |
| ADSK | AUTODESK INC | $536.18万 | 0.33% | 22,397 | -430 | -1.9% | -$10.29万 | 减仓 |
| CAT | CATERPILLAR INC | $544.45万 | 0.33% | 7,685 | 747 | 10.8% | $52.92万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $545.50万 | 0.34% | 11,098 | 99 | 0.9% | $4.87万 | 加仓 |
| NEO | NEOGENOMICS INC | $558.34万 | 0.34% | 752,478 | 752,478 | — | $558.34万 | 新建仓 |
| AIN | ALBANY INTL CORP | $566.06万 | 0.35% | 108,420 | 45,389 | 72.0% | $236.98万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $575.60万 | 0.35% | 172,335 | 5,109 | 3.1% | $17.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $584.10万 | 0.36% | 12,189 | 521 | 4.5% | $24.97万 | 加仓 |
| FRPT | FRESHPET INC | $612.71万 | 0.38% | 103,919 | -119,051 | -53.4% | -$701.92万 | 减仓 |
| LIN | LINDE PLC | $619.49万 | 0.38% | 12,496 | 271 | 2.2% | $13.43万 | 加仓 |
| NVT | NVENT ELEC PLC | $619.61万 | 0.38% | 52,385 | 66 | 0.1% | $7,806 | 加仓 |
| ELF | E L F BEAUTY INC | $620.85万 | 0.38% | 102,433 | 35,883 | 53.9% | $217.49万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $627.30万 | 0.39% | 24,284 | -1,476 | -5.7% | -$38.13万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $630.32万 | 0.39% | 252,028 | -13,605 | -5.1% | -$34.03万 | 减仓 |
| BROS | DUTCH BROS INC | $632.65万 | 0.39% | 124,881 | 1,499 | 1.2% | $7.59万 | 加仓 |
| PEP | PEPSICO INC | $645.91万 | 0.40% | 41,594 | -2,365 | -5.4% | -$36.73万 | 减仓 |
| DAL | DELTA AIR LINES INC | $652.75万 | 0.40% | 98,188 | 78,522 | 399.3% | $522.01万 | 加仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $659.34万 | 0.41% | 61,334 | 61,334 | — | $659.34万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $677.48万 | 0.42% | 21,295 | -527 | -2.4% | -$16.77万 | 减仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $694.08万 | 0.43% | 500,061 | 489,991 | 4,865.8% | $680.11万 | 重新持有 |
| PAY | PAYMENTUS HOLDINGS INC | $698.10万 | 0.43% | 274,844 | -16,662 | -5.7% | -$42.32万 | 减仓 |