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Granite Investment Partners, LLC
Geoffrey Edelstein · Investment Advisor · Growth
Granite Investment Partners, LLC is an employee-owned, independent registered investment advisor founded in July 2009 by a senior investment team formerly with Transamerica Investment Management. Based in El Segundo, California, the firm specializes in managing quality-focused domestic equity portfolios across the market capitalization spectrum, including small, mid, and large-cap strategies. Granite provides customized advisory services to a diverse client base of institutional investors—such as pension plans, foundations, and endowments—as well as high-net-worth individuals, utilizing a bottom-up, fundamental research process to build disciplined equity portfolios.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +28.3% |
| YTD return | +12.1% |
| Sharpe ratio | 3.25 |
| Win rate | 51% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.granitepartners-llc.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 9.8% | +18.7% |
| MSFT | Microsoft Corporation | 9.8% | +5.2% |
| GOOGL | Alphabet Inc Class A | 9.6% | +26.2% |
| NVDA | NVIDIA Corporation | 7.1% | +19.5% |
| GEV | GE Vernova LLC | 7.1% | +32.6% |
| AMZN | Amazon.com Inc | 6.5% | +13.3% |
| GE | GE Aerospace | 6.0% | +9.2% |
| ETN | Eaton Corporation PLC | 4.9% | +9.9% |
| LLY | Eli Lilly and Company | 4.4% | +19.7% |
| ROK | Rockwell Automation Inc | 4.0% | +16.4% |
| V | Visa Inc. Class A | 3.8% | +8.3% |
| WTFC | Wintrust Financial Corporation | 3.3% | +12.0% |
| JPM | JPMorgan Chase & Co | 3.2% | +10.8% |
| NOVT | Novanta Inc | 3.2% | -9.1% |
| DE | Deere & Company | 3.2% | +17.9% |
| HUBB | Hubbell Inc | 3.1% | +2.8% |
| SPGI | S&P Global Inc | 2.8% | +0.6% |
| CORT | Corcept Therapeutics Incorporated | 2.7% | -2.5% |
| ADPT | Adaptive Biotechnologies Corp | 2.7% | -4.0% |
| CRWD | Crowdstrike Holdings Inc | 2.7% | -1.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | CRWD | 2.6% → 2.7% |
| Aug 31, 2026 | BUY | CORT | 2.7% → 2.7% |
| Aug 31, 2026 | BUY | GOOGL | 9.4% → 9.6% |
| Aug 31, 2026 | BUY | V | 3.5% → 3.8% |
| Aug 31, 2026 | BUY | AMZN | 6.3% → 6.5% |
Investment Style Analysis
Granite Investment Partners, LLC is widely recognized for employing a Growth strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Industrial Machinery and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Granite Investment Partners, LLC made a significant move by reducing the position in CRWD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Granite Investment Partners employs a bottom-up, fundamental investment approach focused on identifying high-quality companies across the market capitalization spectrum. The firm believes that long-term outperformance is achieved by investing in businesses with sustainable competitive advantages, robust cash flows, and proven management teams. Their process combines rigorous qualitative assessment with quantitative discipline, seeking to construct portfolios of companies that possess attractive growth characteristics and are trading at reasonable valuations relative to their long-term potential.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Granite Investment Partners, LLC.
Similar Investment Style
Based on Growth.
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Frequently asked questions
How is the simulated portfolio for Granite Investment Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Granite Investment Partners, LLC's largest holding?
As of the latest filing, Granite Investment Partners, LLC's top position is Apple Inc (AAPL), representing 9.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Granite Investment Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +28.3% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 3.25, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Granite Investment Partners, LLC primarily invest in?
Granite Investment Partners, LLC has a strong preference for the Specialty Industrial Machinery sector, which makes up 16.0% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Granite Investment Partners, LLC's portfolio concentrated or diversified?
Granite Investment Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Granite Investment Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Granite Investment Partners, LLC tracks a Year-to-Date (YTD) return of +12.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Geoffrey Edelstein manage Granite Investment Partners, LLC directly?
Yes, Geoffrey Edelstein serves as the key portfolio manager for Granite Investment Partners, LLC, overseeing the investment strategy and final capital allocation decisions.