PEAPACK GLADSTONE FINANCIAL CORP

CIK
1050743
City
BEDMINSTER
State / Country
NJ

Top Portfolio Positions

451 positions · $5,166,643,764 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
1,339,686 $339,998,908 6.58%
GOOGL
Alphabet Inc.
Communication Services
779,245 $224,079,691 4.34%
QQQ
Invesco Qqq Trust, Series 1
324,781 $187,457,096 3.63%
MSFT
Microsoft Corp
Technology
493,183 $182,561,549 3.53%
JPM
Jpmorgan Chase & Co
Financial Services
562,636 $165,505,005 3.20%
SPY
Spdr S&P 500 Etf Trust
216,205 $140,606,759 2.72%
XOM
Exxon Mobil Corp
Energy
711,800 $120,763,987 2.34%
AMZN
Amazon Com Inc
Consumer Cyclical
565,506 $117,777,933 2.28%
JNJ
Johnson & Johnson
Healthcare
418,660 $102,337,249 1.98%
COST
Costco Wholesale Corp /New
Consumer Defensive
80,069 $79,783,152 1.54%

Portfolio Trend

25 quarters · across all stocks

Holdings in AEF

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Shares Held

Position Value (USD)

20 of 20 shown
Report Date Value (USD) Shares
2026-03-31 $105,850 14,520
2025-12-31 $101,640 14,520
2025-09-30 $94,089 14,520
2025-06-30 $86,248 14,520
2025-03-31 $72,019 14,520
2024-12-31 $101,090 19,478
2024-09-30 $137,345 24,352
2024-06-30 $140,194 26,552
2024-03-31 $134,087 26,552
2023-12-31 $171,379 33,538
2023-09-30 $182,018 38,159
2023-06-30 $213,594 41,155
2023-03-31 $266,392 49,700
2022-12-31 $255,955 49,700
2022-09-30 $278,363 60,778
2022-06-30 $443,228 80,295
2022-03-31 $545,540 80,582
2021-09-30 $674,194 81,033
2021-06-30 $733,348 81,033
2021-03-31 $715,493 82,716