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PEAPACK GLADSTONE FINANCIAL CORP — 13F Holdings & Portfolio

CIK 1050743 · latest 13F-HR filed 2026-08-14

Backtest portfolio

PEAPACK GLADSTONE FINANCIAL CORP manages $8.70B in 13F-reported U.S. long-equity assets across 1,390 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (2.33%), GOOGL (2.14%), AAPL (1.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 48 new positions and exited 20; 355 existing positions rose in reported value and 139 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$8.70B

Long-equity book

Holdings
1,390

Distinct positions

Period
2026-06-30

Filed 2026-08-14

Q/Q Activity
+48 / −20 / ↑355 / ↓139

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL4.4% · -1%GOOGL3.1% · -3%QQQ2.7% · -2%VOO2.2% · -2%MSFT2.2% · +3%JPM2.1% · -1%GOOG1.9% · -1%SPY1.8% · -0%AMAT1.7% · -10%AMZN1.6% · +0%SGOV1.4% · +1%VB1.4% · +1%JNJ1.2% · -1%VEA1.2% · +8%VWO1.1% · -2%BIV1.1% · +1%LLY1.1% · +1%RSP1.0% · +3%V1.0% · +2%IJR0.9% · +2%BSV0.9% · +1%VO0.9% · +300%CSCO0.9% · -2%COST0.9% · +0%BRK.B0.8% · -0%META0.8% · +8%XOM0.8% · -25%FBND0.8% · +10%MRK0.8% · -0%NVDA0.8% · +3%VGT0.8% · +677%CAT0.8% · -2%HD0.8% · +1%TJX0.8% · -0%UNP0.7% · -2%IVV0.7% · +7%BLK0.7% · +1%ASML0.6% · -4%CVX0.6% · -1%FNF0.6% · -0%IWM0.6% · -1%NEE0.6% · +2%ABBV0.6% · -1%AVGO0.6% · +5%CMI0.6% · -2%RTX0.6% · -1%VNQ0.5% · +3%PEP0.5% · -1%PNC0.5% · -0%XLY0.5% · -1%BE0.5% · -7%XLK0.5% · -3%GD0.5% · -1%VGK0.5% · -2%QCOM0.5% · +6%WMT0.5% · +3%MS0.5% · -1%PG0.5% · -1%TT0.5% · +5%ORCL0.5% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 23.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 355 →

Top Trims

Show all 139 →

New Positions

Show all 48 →

Exited Positions

Show all 20 →

PEAPACK GLADSTONE FINANCIAL CORP Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $202.6M 2.33% 700,181 SH
2 ALPHABET INC GOOGL 02079K305 $186.4M 2.14% 521,609 SH
3 APPLE INC AAPL 037833100 $168.8M 1.94% 583,446 SH
4 INVESCO QQQ TR QQQ 46090E103 $155.9M 1.79% 211,757 SH
5 VANGUARD INDEX FDS VOO 922908363 $133.8M 1.54% 194,859 SH
6 ALPHABET INC GOOG 02079K107 $111.4M 1.28% 315,271 SH
7 JPMORGAN CHASE & CO JPM 46625H100 $104.9M 1.21% 320,361 SH
8 VANGUARD INDEX FDS VB 922908751 $104.4M 1.20% 344,568 SH
9 MICROSOFT CORP MSFT 594918104 $92.0M 1.06% 246,733 SH
10 MICROSOFT CORP MSFT 594918104 $91.4M 1.05% 245,066 SH
11 APPLIED MATLS INC AMAT 038222105 $84.1M 0.97% 116,254 SH
12 VANGUARD TAX-MANAGED FDS VEA 921943858 $78.8M 0.91% 1,106,599 SH
13 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $77.5M 0.89% 103,753 SH
14 AMAZON COM INC AMZN 023135106 $75.8M 0.87% 317,972 SH
15 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $75.0M 0.86% 100,467 SH
16 ALPHABET INC GOOGL 02079K305 $72.4M 0.83% 202,689 SH
17 INVESCO QQQ TR QQQ 46090E103 $72.3M 0.83% 98,245 SH
18 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $70.0M 0.80% 329,053 SH
19 VANGUARD INTL EQUITY INDEX F VWO 922042858 $66.9M 0.77% 1,120,803 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $66.5M 0.76% 203,023 SH
21 EXXON MOBIL CORP XOM 30231G102 $66.4M 0.76% 485,519 SH
22 VANGUARD BD INDEX FDS BIV 921937819 $66.0M 0.76% 860,466 SH
23 VANGUARD WORLD FD VGT 92204A702 $64.9M 0.75% 542,743 SH
24 ISHARES TR SGOV 46436E718 $63.8M 0.73% 633,836 SH
25 APPLIED MATLS INC AMAT 038222105 $61.1M 0.70% 84,539 SH
26 AMAZON COM INC AMZN 023135106 $59.1M 0.68% 248,087 SH
27 JOHNSON & JOHNSON JNJ 478160104 $58.4M 0.67% 229,952 SH
28 VANGUARD INDEX FDS VO 922908629 $57.5M 0.66% 714,035 SH
29 ISHARES TR SGOV 46436E718 $57.1M 0.66% 567,006 SH
30 CISCO SYS INC CSCO 17275R102 $56.5M 0.65% 480,940 SH
31 VANGUARD INDEX FDS VOO 922908363 $55.1M 0.63% 80,176 SH
32 FIDELITY NATL FINL INC FNF 31620R303 $54.9M 0.63% 1,164,977 SH
33 ELI LILLY & CO LLY 532457108 $53.2M 0.61% 44,361 SH
34 ISHARES TR IJR 464287804 $53.0M 0.61% 357,380 SH
35 ALPHABET INC GOOG 02079K107 $52.9M 0.61% 149,809 SH
36 ISHARES TR IWM 464287655 $52.2M 0.60% 173,877 SH
37 TJX COS INC NEW TJX 872540109 $51.2M 0.59% 337,702 SH
38 UNION PAC CORP UNP 907818108 $51.0M 0.59% 187,324 SH
39 COSTCO WHOLESALE CORPORATION COST 22160K105 $50.7M 0.58% 54,158 SH
40 FIDELITY MERRIMACK STR TR FBND 316188309 $49.2M 0.57% 1,081,937 SH
41 ASML HLDG NV ASML N07059210 $49.0M 0.56% 24,623 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $47.2M 0.54% 94,403 SH
43 NVIDIA CORPORATION NVDA 67066G104 $46.7M 0.54% 233,410 SH
44 BLOOM ENERGY CORP BE 093712107 $45.9M 0.53% 151,582 SH
45 MERCK & CO INC MRK 58933Y105 $45.8M 0.53% 356,116 SH
46 VANGUARD BD INDEX FDS BSV 921937827 $45.6M 0.52% 585,810 SH
47 BLACKROCK INC BLK 09290D101 $45.6M 0.52% 47,443 SH
48 SELECT SECTOR SPDR TR XLY 81369Y407 $44.9M 0.52% 382,501 SH
49 VISA INC V 92826C839 $44.8M 0.52% 130,584 SH
50 CATERPILLAR INC CAT 149123101 $43.3M 0.50% 40,645 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $8.70B 1,390 0001050743-26-000010
2026-03-31 2026-05-15 $7.82B 1,357 0001050743-26-000007
2025-12-31 2026-02-10 $7.94B 1,352 0001050743-26-000004
2025-09-30 2025-11-14 $7.68B 1,390 0001050743-25-000015
Filer Information
Address
500 HILLS DRIVE
BEDMINSTER, NJ 07921
Phone
(908) 234-0700
Filing Manager
PEAPACK GLADSTONE FINANCIAL CORP
BEDMINSTER, NJ
Signatory
Amanda Pullizzi
VP