PEAPACK GLADSTONE FINANCIAL CORP

CIK

1050743

Location

BEDMINSTER, NJ

Portfolio Value

Mid $5,237,257,238

Diversification

Diversified

Filing Date

Global Rank

#499 / 8,232 ▲ 40

Top Industry

Drug Manufacturers - General 8.2%

3Y Alpha vs SPY

-3.5%

Period ended 2 months ago

Filed May 15, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.3%

SPY

+76.3%

Annualised alpha

-3.5%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

452 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.5%

−0.4 pts

Top 5

21.0%

−2.1 pts

Top 10

31.7%

−1.3 pts

HHI

163

Diversified−14

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.4%	$1,170,571,209	76
Financial Services	14.9%	$779,355,783	59
Healthcare	11.5%	$599,888,261	50
Industrials	11.3%	$592,155,367	58
Consumer Cyclical	8.6%	$449,900,176	41
Unclassified	7.4%	$385,374,864	14
Communication Services	7.2%	$376,036,277	13
Consumer Defensive	6.1%	$320,034,317	32
Energy	4.9%	$256,169,374	34
Utilities	2.3%	$119,360,170	24
Basic Materials	2.0%	$105,536,558	25
Real Estate	1.6%	$82,874,882	26

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+55,117	150,926	$14,511,534
FITB	Fifth Third Bancorp	+36,629	44,407	$2,063,149
BYND	Beyond Meat, Inc.	+29,000	40,144	$28,181
NOW	ServiceNow, Inc.	+22,107	32,745	$3,423,489
SWKS	Skyworks Solutions, Inc.	+20,549	30,213	$1,617,905
PFE	Pfizer Inc	+18,749	885,452	$24,863,490
MET	Metlife Inc	+16,629	72,516	$5,128,330
NUE	Nucor Corp	+13,420	96,881	$16,382,575
MSFT	Microsoft Corp	+11,779	493,183	$182,561,549
AMZN	Amazon Com Inc	+9,732	565,506	$117,777,933
INTU	Intuit Inc.	+8,594	42,197	$18,245,137
NVO	Novo Nordisk A S	+8,352	81,443	$2,993,030
CARR	CARRIER GLOBAL Corp	+6,785	189,889	$10,692,648
AVGO	Broadcom Inc.	+6,686	130,023	$40,243,417
SYK	Stryker Corp	+6,273	96,024	$31,552,524
AJG	Arthur J. Gallagher & Co.	+6,063	7,191	$1,557,426
CMI	Cummins Inc	+5,941	70,283	$37,813,658
CRM	Salesforce, Inc.	+5,651	21,243	$3,965,430
QCOM	Qualcomm Inc/De	+5,170	227,208	$29,259,846
ADBE	Adobe Inc.	+4,761	32,885	$7,993,684
ANET	Arista Networks, Inc.	+4,581	85,697	$10,521,877
CHKP	Check Point Software Technologies Ltd	+3,929	114,089	$16,297,612
CLX	Clorox Co /De/	+3,859	34,286	$3,553,057
ETN	Eaton Corp plc	+3,798	25,563	$9,143,116
PANW	Palo Alto Networks Inc	+3,753	52,211	$8,370,466
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PGC	Peapack Gladstone Financial Corp	−62,883	494,255	$17,402,717
F	Ford Motor Co	−55,513	107,767	$1,243,629
TSCO	Tractor Supply Co /De/	−42,377	19,722	$893,405
EW	Edwards Lifesciences Corp	−36,251	225,165	$18,031,212
FTNT	Fortinet, Inc.	−35,957	200,532	$16,387,473
AAPL	Apple Inc.	−35,212	1,339,686	$339,998,908
NRT	North European Oil Royalty Trust	−30,100	19,400	$174,600
GOOGL	Alphabet Inc.	−30,080	779,245	$224,079,691
BE	Bloom Energy Corp	−30,050	163,349	$22,132,156
KEY	Keycorp /New/	−27,658	228,698	$4,585,393
DOC	Healthpeak Properties, Inc.	−26,790	157,428	$2,586,541
CCI	Crown Castle Inc.	−26,007	40,444	$3,288,501
FG	F&G Annuities & Life, Inc.	−25,399	123,985	$3,139,300
ABT	Abbott Laboratories	−18,530	122,717	$12,599,353
FSLR	First Solar, Inc.	−18,135	3,245	$640,108
BAC	Bank Of America Corp /De/	−16,467	573,823	$27,973,870
LOW	Lowes Companies Inc	−16,227	142,144	$33,585,783
IP	International Paper Co /New/	−15,653	132,881	$4,743,851
PCG	PG&E Corp	−15,026	26,785	$470,612
OMC	Omnicom Group Inc.	−14,939	29,669	$2,234,371
OTIS	Otis Worldwide Corp	−14,625	92,864	$7,157,955
JNJ	Johnson & Johnson	−12,569	418,660	$102,337,249
VEEV	Veeva Systems Inc	−12,144	59,626	$10,473,902
ORCL	Oracle Corp	−11,063	271,541	$39,946,395
ZTS	Zoetis Inc.	−10,788	18,385	$2,173,290
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	72,260	$14,251,116
VST	Vistra Corp.	26,069	$3,918,952
WAT	Waters Corp /De/	5,618	$1,673,039
XEL	Xcel Energy Inc	7,097	$563,785
SNDK	Sandisk Corp	722	$458,715
AEIS	Advanced Energy Industries Inc	1,318	$425,331
MTSI	MACOM Technology Solutions Holdings, Inc.	1,897	$421,266
TRP	Tc Energy Corp	5,378	$336,662
BG	Bunge Global SA	2,538	$322,833
KGS	Kodiak Gas Services, Inc.	5,010	$292,183
HXL	Hexcel Corp /De/	3,485	$282,040
COHR	Coherent Corp.	1,132	$269,653
GLDM	World Gold Trust	2,764	$256,195
USFD	US Foods Holding Corp.	2,496	$230,156
SUN	Sunoco LP	3,540	$229,993
RGCO	Rgc Resources Inc	10,190	$224,689
FMX	Mexican Economic Development Inc	2,017	$224,008
AGI	Alamos Gold Inc	4,952	$220,017
ROL	Rollins Inc	4,052	$216,417
JBL	Jabil Inc	792	$210,378
UNG	United States Natural Gas Fund, LP	11,570	$135,716
WOOF	Petco Health & Wellness Company, Inc.	40,485	$112,548
MDXH	MDxHealth SA	11,011	$25,325
HSDT	Solana Co	12,000	$20,760
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
FIZZ	National Beverage Corp	120,000	$3,826,800
UMH	Umh Properties, Inc.	74,096	$1,178,866
MSTR	Strategy Inc	3,370	$512,071
AMP	Ameriprise Financial Inc	896	$439,343
PAYC	Paycom Software, Inc.	2,464	$392,662
WAL	Western Alliance Bancorporation	4,295	$361,080
BSX	Boston Scientific Corp	3,372	$321,519
MCO	Moodys Corp /De/	609	$311,107
NTES	NetEase, Inc.	2,209	$304,002
CMG	Chipotle Mexican Grill Inc	7,241	$267,917
EQR	Equity Residential	3,958	$249,512
CTSH	Cognizant Technology Solutions Corp	3,001	$249,083
TM	Toyota Motor Corp/	1,084	$232,041
HDB	Hdfc Bank Ltd	6,067	$221,688
OKTA	Okta, Inc.	2,500	$216,175
BXP	BXP, Inc.	3,191	$215,328
MARA	MARA Holdings, Inc.	22,500	$202,050
CIFR	Cipher Digital Inc.	13,425	$198,153
TGNA	TEGNA INC	10,114	$196,312
GGT	Gabelli Multimedia Trust Inc.	11,238	$47,199
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

452 positions · $5,237,257,238 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 452 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	1,339,686	-35,212	$339,998,908	−9.0%	6.49%
GOOGL	Alphabet Inc. Communication Services	Reduced	779,245	-30,080	$224,079,691	−11.5%	4.28%
QQQ	Invesco Qqq Trust, Series 1	Reduced	324,781	-7,145	$187,457,096	−8.1%	3.58%
MSFT	Microsoft Corp Technology	Added	493,183	+11,779	$182,561,549	−21.6%	3.49%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	562,636	-3,019	$165,505,005	−9.2%	3.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	216,205	-3,976	$140,606,759	−6.4%	2.68%
XOM	Exxon Mobil Corp Energy	Added	711,800	+2,971	$120,763,987	+41.6%	2.31%
AMZN	Amazon Com Inc Consumer Cyclical	Added	565,506	+9,732	$117,777,933	−8.2%	2.25%
JNJ	Johnson & Johnson Healthcare	Reduced	418,660	-12,569	$102,337,249	+14.7%	1.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	80,069	-834	$79,783,152	+14.4%	1.52%
AMAT	Applied Materials Inc /De Technology	Reduced	229,565	-6,168	$78,463,020	+29.5%	1.50%
V	Visa Inc. Financial Services	Reduced	245,709	-618	$74,263,086	−14.0%	1.42%
LLY	ELI LILLY & Co Healthcare	Reduced	77,353	-1,607	$71,146,967	−16.2%	1.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	147,357	-982	$70,613,474	−5.3%	1.35%
CVX	Chevron Corp Energy	Reduced	338,138	-6,283	$69,960,751	+33.3%	1.34%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	434,715	-4,949	$69,423,984	+2.8%	1.33%
META	Meta Platforms, Inc. Communication Services	Reduced	119,898	-212	$68,597,241	−13.5%	1.31%
MRK	Merck & Co., Inc. Healthcare	Reduced	564,709	-3,266	$67,928,845	+13.6%	1.30%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	189,476	-2,172	$62,316,761	−5.5%	1.19%
NVDA	Nvidia Corp Technology	Reduced	344,869	-2,744	$60,145,153	−7.2%	1.15%
BLK	BlackRock, Inc. Financial Services	Reduced	61,303	-394	$58,955,707	−10.7%	1.13%
UNP	Union Pacific Corp Industrials	Reduced	241,614	-3,342	$58,620,387	+3.5%	1.12%
NEE	Nextera Energy Inc Utilities	Reduced	608,650	-958	$56,531,411	+15.5%	1.08%
PEP	Pepsico Inc Consumer Defensive	Reduced	349,355	-6,487	$54,251,337	+6.2%	1.04%
FNF	Fidelity National Financial, Inc. Financial Services	Held	1,167,889	0	$54,166,691	−15.0%	1.03%
CSCO	Cisco Systems, Inc. Technology	Reduced	658,667	-8,068	$51,105,971	−0.5%	0.98%
RTX	RTX Corp Industrials	Reduced	259,746	-4,006	$50,105,002	+3.6%	0.96%
CAT	Caterpillar Inc Industrials	Reduced	65,268	-1,218	$46,239,766	+21.4%	0.88%
ABBV	AbbVie Inc. Healthcare	Reduced	212,011	-3,628	$46,110,270	−6.4%	0.88%
WMT	Walmart Inc. Consumer Defensive	Reduced	366,886	-6,920	$45,596,590	+9.5%	0.87%
GD	General Dynamics Corp Industrials	Added	128,938	+326	$44,254,099	+2.2%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	281,406	-3,528	$40,646,281	−0.5%	0.78%
AVGO	Broadcom Inc. Technology	Added	130,023	+6,686	$40,243,417	−5.7%	0.77%
ORCL	Oracle Corp Technology	Reduced	271,541	-11,063	$39,946,395	−27.5%	0.76%
PNC	Pnc Financial Services Group, Inc. Financial Services	Reduced	190,887	-339	$39,721,674	−0.5%	0.76%
ASML	Asml Holding NV Technology	Reduced	29,328	-1,147	$38,737,301	+18.8%	0.74%
CMI	Cummins Inc Industrials	Added	70,283	+5,941	$37,813,658	+15.1%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	121,657	-1,469	$37,809,778	+0.5%	0.72%
WM	Waste Management Inc Industrials	Reduced	155,834	-191	$35,809,093	+4.5%	0.68%
AMGN	Amgen Inc Healthcare	Reduced	98,944	-496	$34,813,445	+7.0%	0.66%
MS	Morgan Stanley Financial Services	Added	207,789	+1,319	$34,195,835	−6.7%	0.65%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	142,144	-16,227	$33,585,783	−12.1%	0.64%
HON	Honeywell International Inc Industrials	Added	145,936	+1,033	$32,985,912	+16.7%	0.63%
TT	Trane Technologies plc Industrials	Reduced	78,397	-1,634	$32,671,164	+4.9%	0.62%
SYK	Stryker Corp Healthcare	Added	96,024	+6,273	$31,552,524	+0.0%	0.60%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	49,887	-3,271	$30,768,304	−4.1%	0.59%
IBM	International Business Machines Corp Technology	Reduced	123,376	-4,572	$29,905,107	−21.1%	0.57%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	102,901	-1,177	$29,891,710	+16.3%	0.57%
ADP	Automatic Data Processing Inc Technology	Reduced	144,134	-4,569	$29,285,145	−23.4%	0.56%
QCOM	Qualcomm Inc/De Technology	Added	227,208	+5,170	$29,259,846	−23.0%	0.56%