PEAPACK GLADSTONE FINANCIAL CORP

CIK

1050743

Location

BEDMINSTER, NJ

Portfolio Value

Mid $5,236,396,628

Diversification

Diversified

Filing Date

Global Rank

#643 / 8,623 ▲ 10 · as of Mar 2026

Top Industry

Drug Manufacturers - General 8.2%

3Y Alpha vs SPY

-2.8%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+57.8%

SPY

+65.3%

Annualised alpha

-1.8%

Max drawdown

−16.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

451 tracked 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%	$778,495,167	58
Healthcare	11.5%	$599,888,261	50
Industrials	11.3%	$592,155,373	58
Consumer Cyclical	8.6%	$449,900,177	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%	$105,536,557	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

451 tracked positions · $5,236,396,628 total · filing declares 1,357 positions · $7,817,433 · 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 451 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%	2.69%
XOM	ExxonMobil Holdings 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%	0.85%
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	$32,985,918	+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%

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.