PEAPACK GLADSTONE FINANCIAL CORP
BankFiling Date
Global Rank
#597
/ 8,818
▼ 16
Top Industry
Internet Content & Information
9.2%
Period ended 4 months ago
Filed Aug 14, 2026 · 3mo
26 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Bank
SEC filer profile, Oct 17, 2026
SIC code
6029
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 36.7%, 48.3 effective positions, active share 49.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
8.7% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 23.9 quarters (12+), a floor since 81.5% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 49.3%; sector active share 23.4% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
678 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.8%
+0.5 pts
Top 5
25.5%
+0.7 pts
Top 10
36.7%
+0.4 pts
HHI
207
Diversified+9
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.3% | $3,155,211,045 |
| Technology | 16.6% | $1,447,594,319 |
| Financial Services | 10.3% | $895,478,506 |
| Industrials | 7.9% | $683,316,517 |
| Healthcare | 7.5% | $648,232,892 |
| Communication Services | 6.6% | $575,955,371 |
| Consumer Cyclical | 5.5% | $474,831,021 |
| Consumer Defensive | 3.6% | $311,421,746 |
| Energy | 2.2% | $187,754,240 |
| Utilities | 1.4% | $118,273,549 |
| Basic Materials | 1.3% | $112,438,402 |
| Real Estate | 1.0% | $87,034,092 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VO | VANGUARD MID-CAP INDEX FUND | +736,491 | 981,870 | $79,109,264 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +500,565 | 574,522 | $68,666,868 | |
| FBND | Fidelity Total Bond ETF | +143,429 | 1,602,623 | $72,903,319 | |
| FNDX | Schwab Fundamental U.S. Large Company ETF | +143,337 | 625,180 | $19,443,097 | |
| ROL | Rollins Inc | +141,409 | 145,461 | $6,071,541 | |
| IMTM | iShares MSCI Intl Momentum Factor ETF | +134,899 | 369,827 | $19,722,872 | |
| BKNG | Booking Holdings Inc. | +125,837 | 131,944 | $23,517,698 | |
| NEAR | iShares Short Duration Bond Active ETF | +116,437 | 533,561 | $27,030,199 | |
| VEA | Vanguard FTSE Developed Markets ETF | +106,228 | 1,441,430 | $102,701,886 | |
| ABT | Abbott Laboratories | +98,042 | 220,759 | $20,031,670 | |
| IEMG | iShares Trust | +87,457 | 457,278 | $37,880,909 | |
| IWF | iShares Russell 1000 Growth ETF | +82,492 | 109,069 | $13,543,097 | |
| VZ | Verizon Communications Inc | +72,574 | 524,402 | $22,203,180 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | +66,794 | 768,635 | $33,842,998 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +54,112 | 240,859 | $14,017,993 | |
| DFEM | Dimensional Emerging Markets Core Equity 2 ETF | +51,381 | 757,737 | $30,794,430 | |
| JPST | JPMorgan Ultra-Short Income ETF | +41,108 | 621,985 | $31,453,779 | |
| JMUB | JPMorgan Municipal ETF | +40,180 | 251,191 | $12,724,079 | |
| GEHC | GE HealthCare Technologies Inc. | +38,921 | 44,440 | $2,844,602 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +38,120 | 292,407 | $9,272,225 | |
| NFLX | Netflix Inc | +31,952 | 182,878 | $13,057,488 | |
| NOW | ServiceNow, Inc. | +31,204 | 63,949 | $6,348,856 | |
| VUG | VANGUARD GROWTH INDEX FUND | +29,144 | 34,528 | $2,974,241 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | +26,295 | 142,960 | $6,341,705 | |
| CGDV | Capital Group Dividend Value ETF | +26,080 | 112,890 | $5,563,219 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | −178,288 | 533,512 | $72,941,759 | |
| PGC | Peapack Gladstone Financial Corp | −146,167 | 348,088 | $16,475,004 | |
| VICI | Vici Properties Inc. | −72,311 | 79,482 | $2,110,246 | |
| DD | DuPont de Nemours, Inc. | −71,176 | 34,839 | $4,725,561 | |
| XYL | Xylem Inc. | −63,309 | 28,697 | $3,392,271 | |
| HON | Honeywell International Inc | −61,128 | 84,808 | $18,988,510 | |
| SCHW | Schwab Charles Corp | −57,398 | 140,026 | $12,920,197 | |
| PYPL | PayPal Holdings, Inc. | −53,921 | 211,402 | $9,128,337 | |
| AMD | Advanced Micro Devices Inc | −42,560 | 21,127 | $12,272,884 | |
| DIS | Walt Disney Co | −41,927 | 255,758 | $24,616,707 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −28,175 | 1,633,040 | $97,476,157 | |
| INTU | Intuit Inc. | −26,926 | 15,271 | $3,985,731 | |
| GOOGL | Alphabet Inc. | −26,086 | 753,159 | $269,156,430 | |
| AMAT | Applied Materials Inc | −23,161 | 206,404 | $149,230,092 | |
| DFIV | Dimensional International Value ETF | −21,181 | 531,033 | $28,686,401 | |
| CMCSA | Comcast Corp | −20,508 | 61,538 | $1,510,756 | |
| VEEV | Veeva Systems Inc | −19,520 | 40,106 | $7,117,610 | |
| SNY | Sanofi | −17,010 | 8,995 | $383,726 | |
| AAPL | Apple Inc. | −15,584 | 1,324,102 | $383,142,154 | |
| VIGI | Vanguard Whitehall Funds | −15,318 | 228,049 | $21,295,215 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | −14,792 | 19,210 | $1,006,796 | |
| BAC | Bank Of America Corp | −14,661 | 559,162 | $31,861,049 | |
| CSCO | Cisco Systems, Inc. | −12,609 | 646,058 | $75,885,972 | |
| BLV | VANGUARD LONG-TERM BOND INDEX FUND | −12,292 | 166,412 | $11,470,777 | |
| AMGN | Amgen Inc | −11,894 | 87,050 | $31,522,545 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 84,350 | $18,648,097 | |
| CGGR | Capital Group Growth ETF | 94,671 | $4,468,470 | |
| FDXF | FedEx Freight Holding Company, Inc. | 22,827 | $3,446,877 | |
| ILTB | iShares Core 10+ Year USD Bond ETF | 23,577 | $1,161,167 | |
| RSPG | Victory Portfolios II | 8,850 | $866,946 | |
| AVSE | Avantis Responsible Emerging Markets Equity ETF | 6,000 | $491,022 | |
| PXF | Invesco RAFI Developed Markets ex-U.S. ETF | 5,693 | $430,618 | |
| OKTA | Okta, Inc. | 3,000 | $409,350 | |
| NXPI | NXP Semiconductors N.V. | 1,158 | $325,432 | |
| NMZ | Nuveen Municipal High Income Opportunity Fund | 27,767 | $293,496 | |
| QQQM | Invesco Ltd. | 932 | $282,368 | |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND | 1,237 | $278,930 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | 2,551 | $278,237 | |
| STK | Columbia Seligman Premium Technology Growth Fund, Inc. | 5,000 | $269,350 | |
| MRVL | Marvell Technology, Inc. | 903 | $268,994 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 10,703 | $268,217 | |
| SOXL | Direxion Daily Semiconductor Bull 3X Shares | 1,000 | $266,710 | |
| MTB | M&T Bank Corp | 1,055 | $251,100 | |
| CNP | Centerpoint Energy Inc | 5,516 | $242,924 | |
| GNRC | Generac Holdings Inc. | 817 | $239,225 | |
| AVDE | Avantis International Equity ETF | 2,676 | $238,699 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 1,804 | $238,560 | |
| ARM | Arm Holdings PLC | 672 | $238,271 | |
| IYR | iShares U.S. Real Estate ETF | 2,256 | $230,676 | |
| TER | Teradyne, Inc | 476 | $230,307 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 29,963 | $1,439,722 | |
| TSCO | Tractor Supply Co | 19,722 | $893,405 | |
| OXY | Occidental Petroleum Corp | 9,663 | $628,095 | |
| DDOG | Datadog, Inc. | 3,275 | $386,613 | |
| TEVA | Teva Pharmaceutical Industries Ltd | 11,159 | $336,108 | |
| CCL | Carnival Corp Ltd. | 11,342 | $293,530 | |
| MSI | Motorola Solutions, Inc. | 675 | $292,929 | |
| CVNA | Carvana Co. | 711 | $223,524 | |
| MOO | VanEck Agribusiness ETF | 2,607 | $220,291 | |
| AGI | Alamos Gold Inc | 4,952 | $220,017 | |
| PPC | Pilgrims Pride Corp | 5,540 | $209,190 | |
| BITX | Volatility Shares Trust | 12,500 | $184,250 | |
| UNG | United States Natural Gas Fund, LP | 11,570 | $135,716 | |
| RMT | Royce Micro-Cap Trust, Inc. | 10,279 | $116,255 | |
| MDXH | MDxHealth SA | 11,011 | $25,325 | |
| — | 25,400 | $610 | ||
| NXJ | NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND | 22,936 | $282 | |
| No positions match the current search. | ||||
678 tracked positions ·
$8,697,541,700 total
· filing declares
1,390 positions · $8,698,596
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 678 positions by value
· page 1 of 14
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,324,102 | $383,142,154 | 4.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 753,159 | $269,156,430 | 3.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 318,501 | $234,544,135 | 2.70% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 283,931 | $195,006,648 | 2.24% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 508,949 | $189,848,155 | 2.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 556,645 | $182,206,607 | 2.09% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 467,180 | $165,068,708 | 1.90% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 215,127 | $160,650,388 | 1.85% | |
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 206,404 | $149,230,092 | 1.72% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 568,349 | $135,460,299 | 1.56% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Added | 1,245,643 | $125,398,880 | 1.44% | |
| VB |
Vanguard Index Funds
|
Added | 412,077 | $124,908,779 | 1.44% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 412,665 | $104,804,529 | 1.20% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 1,441,430 | $102,701,886 | 1.18% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 1,633,040 | $97,476,157 | 1.12% | |
| BIV |
Vanguard Bond Index Funds
|
Added | 1,261,481 | $96,755,591 | 1.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 78,019 | $93,578,336 | 1.08% | |
| RSP |
Victory Portfolios II
|
Added | 405,664 | $86,313,128 | 0.99% | |
| V |
Visa Inc.
Financial Services
|
Added | 250,198 | $85,840,430 | 0.99% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 555,266 | $82,351,498 | 0.95% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
Added | 1,043,342 | $81,286,774 | 0.93% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 981,870 | $79,109,264 | 0.91% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 646,058 | $75,885,972 | 0.87% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 80,301 | $75,119,175 | 0.86% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 146,688 | $73,401,207 | 0.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 129,600 | $73,002,383 | 0.84% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 533,512 | $72,941,759 | 0.84% | |
| FBND |
Fidelity Total Bond ETF
|
Added | 1,602,623 | $72,903,319 | 0.84% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 563,132 | $72,362,462 | 0.83% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 356,579 | $71,347,890 | 0.82% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 574,522 | $68,666,868 | 0.79% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 64,086 | $68,245,180 | 0.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 190,695 | $67,254,311 | 0.77% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 433,015 | $65,601,772 | 0.75% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 236,463 | $64,317,936 | 0.74% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 81,997 | $61,406,732 | 0.71% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 61,965 | $59,583,065 | 0.69% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 28,265 | $56,231,517 | 0.65% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 334,963 | $55,523,465 | 0.64% | |
| FNF |
Fidelity National Financial, Inc.
Financial Services
|
Reduced | 1,167,695 | $55,068,495 | 0.63% | |
| IWM |
iShares Russell 2000 ETF
|
Reduced | 182,330 | $54,781,047 | 0.63% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 620,057 | $54,422,402 | 0.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 209,332 | $52,676,303 | 0.61% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 136,786 | $51,670,910 | 0.59% | |
| CMI |
Cummins Inc
Industrials
|
Reduced | 69,069 | $49,260,700 | 0.57% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 257,310 | $48,819,425 | 0.56% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Added | 490,211 | $47,271,045 | 0.54% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 347,314 | $47,026,314 | 0.54% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 190,638 | $46,938,887 | 0.54% | |
| XLY |
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
Reduced | 393,431 | $46,141,587 | 0.53% |
Showing the top 50 of 678 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.