13F 机构持仓

Granite Investment Partners, LLC

EL SEGUNDO CA · SEC CIK 0001542266

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$19.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.4%
MSFT 3.2%
GEV 3.0%
GOOG 2.9%
NVDA 2.5%
AMZN 2.3%
GE 2.2%
ETN 1.9%
LLY 1.5%
ROK 1.5%

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
CBZ CBIZ INC $00.00%0 -302,969-100.0% -$1,528.48万 清仓
ICUI ICU MED INC $00.00%0 -72,328-100.0% -$1,031.90万 清仓
EVR EVERCORE INC $00.00%0 -28,606-100.0% -$973.32万 清仓
CLBT CELLEBRITE DI LTD $00.00%0 -532,903-100.0% -$960.82万 清仓
— CLEARWATER ANALYTICS HLDGS I $00.00%0 -284,213-100.0% -$685.52万 清仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $00.00%0 -74,534-100.0% -$565.79万 清仓
SUSA ISHARES TR $00.00%0 -36,688-100.0% -$511.23万 清仓
PECO PHILLIPS EDISON & CO INC $00.00%0 -142,945-100.0% -$508.46万 清仓
SLAB SILICON LABORATORIES INC $00.00%0 -22,149-100.0% -$289.49万 清仓
VITL VITAL FARMS INC $00.00%0 -72,933-100.0% -$232.95万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -54,623-100.0% -$217.29万 清仓
NFLX NETFLIX INC $00.00%0 -13,640-100.0% -$127.89万 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -1,900-100.0% -$46.80万 清仓
PCOR PROCORE TECHNOLOGIES INC $00.00%0 -4,110-100.0% -$29.90万 清仓
WING WINGSTOP INC $00.00%0 -1,085-100.0% -$25.88万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -3,200-100.0% -$25.69万 清仓
VBK VANGUARD INDEX FDS $00.00%0 -823-100.0% -$24.86万 清仓
ANET ARISTA NETWORKS INC $00.00%0 —— — 申报中断
BIRK BIRKENSTOCK HOLDING PLC $00.00%0 -5,740-100.0% -$23.48万 清仓
IWO ISHARES TR $00.00%0 -403-100.0% -$13.02万 清仓
IWC ISHARES TR $00.00%0 -360-100.0% -$5.68万 清仓
IYR ISHARES TR $9460.00%10 00.0% — 不变
PFF ISHARES TR $1,7890.00%59 00.0% — 不变
IWD ISHARES TR $6,1960.00%29 00.0% — 不变
TIP ISHARES TR $7,5040.00%68 1733.3% $1,876 加仓
IWF ISHARES TR $8,5280.00%20 -12,222-99.8% -$521.15万 减仓
LQD ISHARES TR $9,2640.00%85 00.0% — 不变
— MAXCYTE INC $1.23万0.00%17,463 17,463— $1.23万 新建仓
IGSB ISHARES TR $2.50万0.00%476 00.0% — 不变
— ADAGIO MED HLDGS INC $3.11万0.00%27,053 27,053— $3.11万 新建仓
— SAFE PRO GROUP INC $4.05万0.00%10,636 10,636— $4.05万 新建仓
NXDR NEXTDOOR HOLDINGS INC $4.38万0.00%31,274 13,69277.9% $1.92万 加仓
STLN THE ONCOLOGY INSTITUTE INC $4.55万0.00%14,831 14,831— $4.55万 新建仓
IJS ISHARES TR $5.70万0.00%481 10.2% $118 加仓
— MATERIALISE NV $5.79万0.00%11,716 11,716— $5.79万 新建仓
IOVA IOVANCE BIOTHERAPEUTICS INC $6.61万0.00%18,843 8,20577.1% $2.88万 加仓
SRTA STRATA CRITICAL MEDICAL INC $7.60万0.00%18,181 7,91177.0% $3.31万 加仓
SCHZ SCHWAB STRATEGIC TR $8.78万0.01%3,780 00.0% — 不变
EFA ISHARES TR $9.23万0.01%950 00.0% — 不变
XPCQX PIMCO CALIF MUN INCOME FD $10.39万0.01%12,108 12,108— $10.39万 新建仓
— TALKSPACE INC $11.92万0.01%23,027 8,73361.1% $4.52万 加仓
UAMY UNITED STATES ANTIMONY CORP $12.17万0.01%13,935 13,935— $12.17万 新建仓
LPTH LIGHTPATH TECHNOLOGIES INC $12.27万0.01%12,231 -1,180-8.8% -$1.18万 重新持有
EVLV EVOLV TECHNOLOGIES HLDNGS IN $12.44万0.01%20,562 8,96877.4% $5.43万 加仓
SPIR SPIRE GLOBAL INC $12.90万0.01%10,257 10,257— $12.90万 新建仓
PACK RANPAK HOLDINGS CORP $13.43万0.01%37,631 9,88935.6% $3.53万 加仓
MRTN MARTEN TRANS LTD $14.19万0.01%10,806 10,806— $14.19万 新建仓
RELL RICHARDSON ELECTRS LTD $14.31万0.01%13,069 13,069— $14.31万 新建仓
IMCG ISHARES TR $17.41万0.01%2,210 10.0% $79 加仓
CME CME GROUP INC $20.20万0.01%684 684— $20.20万 新建仓
NUE NUCOR CORP $20.87万0.01%1,234 -677-35.4% -$11.45万 减仓
ETON ETON PHARMACEUTICALS INC $20.93万0.01%8,479 8,479— $20.93万 新建仓
PRI PRIMERICA INC $21.23万0.01%848 -3,653-81.2% -$91.46万 重新持有
DCO DUCOMMUN INC DEL $21.62万0.01%1,772 1,772— $21.62万 新建仓
VPG VISHAY PRECISION GROUP INC $23.52万0.01%5,416 5,416— $23.52万 新建仓
VIK VIKING HOLDINGS LTD $23.84万0.01%3,244 3,244— $23.84万 新建仓
DRS LEONARDO DRS INC $24.66万0.02%5,540 5,540— $24.66万 新建仓
LINC LINCOLN EDL SVCS CORP $24.79万0.02%6,095 6,095— $24.79万 新建仓
INTC INTEL CORP $25.44万0.02%5,764 00.0% — 不变
RAL RALLIANT CORP $26.82万0.02%6,449 -333-4.9% -$1.38万 减仓
CAVA CAVA GROUP INC $28.18万0.02%3,483 -6,958-66.6% -$56.29万 重新持有
CNM CORE & MAIN INC $28.41万0.02%5,751 64812.7% $3.20万 加仓
ISRG INTUITIVE SURGICAL INC $28.49万0.02%618 -50-7.5% -$2.30万 减仓
— COMMERCIAL VEH GROUP INC $28.67万0.02%84,078 84,078— $28.67万 新建仓
GATX GATX CORP $29.08万0.02%1,703 1,703— $29.08万 新建仓
SHEL SHELL PLC $29.37万0.02%3,158 -1,200-27.5% -$11.16万 减仓
BAC BANK AMERICA CORP $29.86万0.02%6,125 00.0% — 不变
SPXC SPX TECHNOLOGIES INC $29.93万0.02%1,497 17012.8% $3.40万 加仓
TSLA TESLA INC $30.63万0.02%824 00.0% — 不变
IJH ISHARES TR $30.76万0.02%4,555 00.0% — 不变
AVAV AEROVIRONMENT INC $31.05万0.02%1,696 50542.4% $9.24万 加仓
FLS FLOWSERVE CORP $31.44万0.02%4,277 4,277— $31.44万 新建仓
HXL HEXCEL CORP NEW $31.89万0.02%3,941 3,941— $31.89万 新建仓
BWXT BWX TECHNOLOGIES INC $32.29万0.02%1,579 1,579— $32.29万 新建仓
MAMA MAMAS CREATIONS INC $32.47万0.02%21,167 5,87238.4% $9.01万 加仓
SHOP SHOPIFY INC $32.66万0.02%2,753 2,753— $32.66万 新建仓
JAZZ JAZZ PHARMACEUTICALS PLC $33.22万0.02%1,757 21213.7% $4.01万 加仓
SARO STANDARDAERO INC $34.54万0.02%13,373 4,31547.6% $11.15万 加仓
AMTM AMENTUM HOLDINGS INC $34.55万0.02%13,248 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $34.87万0.02%11,992 -177-1.5% -$5,147 减仓
UTI UNIVERSAL TECHNICAL INST INC $34.93万0.02%9,675 9,675— $34.93万 新建仓
MMM 3M CO $35.42万0.02%2,439 -212-8.0% -$3.08万 减仓
UHS UNIVERSAL HLTH SVCS INC $35.79万0.02%2,000 00.0% — 不变
CFR CULLEN FROST BANKERS INC $39.87万0.02%2,909 33012.8% $4.52万 加仓
IONS IONIS PHARMACEUTICALS INC $40.14万0.02%5,345 53911.2% $4.05万 加仓
FCX FREEPORT MCMORAN INC $41.33万0.03%7,032 00.0% — 不变
WAT WATERS CORP $41.87万0.03%1,406 1,406— $41.87万 新建仓
SRCE 1ST SOURCE CORP $42.22万0.03%6,101 70913.1% $4.91万 加仓
SYY SYSCO CORP $42.80万0.03%6,000 00.0% — 不变
JLL JONES LANG LASALLE INC $45.31万0.03%1,489 16712.6% $5.08万 加仓
AIT APPLIED INDL TECHNOLOGIES IN $46.91万0.03%1,768 19912.7% $5.28万 加仓
RGEN REPLIGEN CORP $47.14万0.03%4,001 1,06136.1% $12.50万 加仓
KO COCA COLA CO $47.84万0.03%6,291 00.0% — 不变
WMT WALMART INC $49.72万0.03%4,001 00.0% — 不变
APG API GROUP CORP $53.34万0.03%13,164 1,45912.5% $5.91万 加仓
CCI CROWN CASTLE INC $55.50万0.03%6,826 -374-5.2% -$3.04万 减仓
LMT LOCKHEED MARTIN CORP $56.21万0.03%930 00.0% — 不变
PANW PALO ALTO NETWORKS INC $56.45万0.03%3,521 -499-12.4% -$8.00万 减仓
PAYX PAYCHEX INC $58.34万0.04%6,333 5168.9% $4.75万 加仓
HYT BLACKROCK CORPOR HI YLD FD I $58.63万0.04%68,809 12,68622.6% $10.81万 加仓