PEAPACK GLADSTONE FINANCIAL CORP
Sector Allocation
- Other34.1%$3.0B
- Technology24.5%$2.1B
- Financials11.7%$1.0B
- Healthcare7.5%$652.9M
- Industrials6.1%$527.3M
- Consumer Discretionary5.0%$438.4M
- Consumer Staples3.4%$299.4M
- Energy2.2%$189.1M
- Materials1.9%$163.5M
- Utilities1.8%$157.0M
AUM History
13fpro.ai/research/fund/peapack-gladstone-financial-corp-1050743
Conviction and streaks
Stable · top 10 = 23.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$383.1MGOOGL
$269.2MQQQ
$234.5M- VANGUARD$195.0M
MSFT
$189.8MJPM
$182.2MGOOG
$165.1MSPY
$160.7MAMAT
$149.2MAMZN
$135.5M- ISHARES$125.4M
- VANGUARD$124.9M
JNJ
$104.8M- VANGUARD$102.7M
- VANGUARD$97.5M
- VANGUARD$96.8M
LLY
$93.6MIVZ
$86.3MV
$85.8M- ISHARES$82.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peapack-gladstone-financial-corp-1050743
PEAPACK GLADSTONE FINANCIAL CORP 13F holdings — Q2 2026
$8.7B portfolio (+11.3% QoQ) · 679 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio
$383.1M
4.4% of stocks
-1%This quarter+13.5%Since filed3+ qtrsHeld$269.2M
3.1% of stocks
-3%This quarter-7.8%Since filed3+ qtrsHeld$234.5M
2.7% of stocks
-2%This quarter-1.3%Since filed3+ qtrsHeld- 4
VANGUARD INDEX FDS - S&P 500 ETF SHS
$195.0M
2.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $189.8M
2.2% of stocks
+3%This quarter+7.3%Since filed3+ qtrsHeld$182.2M
2.1% of stocks
-1%This quarter-7.5%Since filed3+ qtrsHeld$165.1M
1.9% of stocks
-1%This quarter-7.8%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$160.7M
1.9% of stocks
-0.5%This quarter-0.9%Since filed3+ qtrsHeld$149.2M
1.7% of stocks
-10%This quarter-21.9%Since filed3+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$135.5M
1.6% of stocks
+0.5%This quarter-3.6%Since filed3+ qtrsHeld
All holdings — PEAPACK GLADSTONE FINANCIAL CORP (Q2 2026)
679 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $125.4M | 1.4% | 1.25M | +1% | — | — | 13F |
| 12 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $124.9M | 1.4% | 412K | +1.0% | — | — | 13F |
| 13 | JOHNSON & JOHNSON | Healthcare | $104.8M | 1.2% | 413K | -1% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $102.7M | 1.2% | 1.44M | +8% | — | — | 13F |
| 15 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $97.5M | 1.1% | 1.63M | -2% | — | — | 13F |
| 16 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $96.8M | 1.1% | 1.26M | +0.7% | — | — | 13F |
| 17 | ELI LILLY & Co | Healthcare | $93.6M | 1.1% | 78K | +0.9% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Invesco Ltd. | Financials | $86.3M | 1.0% | 406K | +3% | 3+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | VISA INC. | Financials | $85.8M | 1.0% | 250K | +2% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $82.4M | 0.9% | 555K | +2% | — | — | 13F |
| 21 | Meta Platforms, Inc.note | Technology | $81.3M | 0.9% | 1.04M | +1% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $79.1M | 0.9% | 982K | +300% | — | — | 13F |
| 23 | CISCO SYSTEMS, INC. | Technology | $75.9M | 0.9% | 646K | -2% | 3+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $75.1M | 0.9% | 80K | +0.3% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | BERKSHIRE HATHAWAY INC | Financials | $73.4M | 0.8% | 147K | -0.5% | 3+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $73.0M | 0.8% | 130K | +8% | |||
| 27 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $72.9M | 0.8% | 534K | -25% | |||
| 28 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $72.9M | 0.8% | 1.60M | +10% | |||
| 29 | $MRK | Merck & Co., Inc. | Healthcare | $72.4M | 0.8% | 563K | -0.3% | |||
| 30 | $NVDA | NVIDIA CORP | Technology | $71.3M | 0.8% | 357K | +3% | |||
| 31 | — | VANGUARD WORLD FD - INF TECH ETF | — | $68.7M | 0.8% | 575K | +677% | |||
| 32 | $CAT | CATERPILLAR INC | Industrials | $68.2M | 0.8% | 64K | -2% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $67.3M | 0.8% | 191K | +0.6% | |||
| 34 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $65.6M | 0.8% | 433K | -0.4% | |||
| 35 | $UNP | UNION PACIFIC CORP | Industrials | $64.3M | 0.7% | 236K | -2% | |||
| 36 | — | ISHARES TR - CORE S&P500 ETF | — | $61.4M | 0.7% | 82K | +7% | |||
| 37 | $BLK | BlackRock, Inc. | Financials | $59.6M | 0.7% | 62K | +1% | |||
| 38 | $ASML | ASML HOLDING NV | Technology | $56.2M | 0.7% | 28K | -4% | |||
| 39 | $CVX | CHEVRON CORP | Energy | $55.5M | 0.6% | 335K | -0.9% | |||
| 40 | $FNF | Fidelity National Financial, Inc. | Financials | $55.1M | 0.6% | 1.17M | -0.0% | |||
| 41 | — | ISHARES TR - RUSSELL 2000 ETF | — | $54.8M | 0.6% | 182K | -0.7% | |||
| 42 | $NEE | NEXTERA ENERGY INC | Utilities | $54.4M | 0.6% | 620K | +2% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $52.7M | 0.6% | 209K | -1% | |||
| 44 | $AVGO | Broadcom Inc. | Technology | $51.7M | 0.6% | 137K | +5% | |||
| 45 | $CMI | CUMMINS INC | Industrials | $49.3M | 0.6% | 69K | -2% | |||
| 46 | $RTX | RTX Corp | Industrials | $48.8M | 0.6% | 257K | -0.9% | |||
| 47 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $47.3M | 0.5% | 490K | +3% | |||
| 48 | $PEP | PEPSICO INC | Consumer Staples | $47.0M | 0.5% | 347K | -0.6% | |||
| 49 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $46.9M | 0.5% | 191K | -0.1% | |||
| 50 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | — | $46.1M | 0.5% | 393K | -1% | |||
| 51 | $BE | Bloom Energy Corp | Technology | $45.9M | 0.5% | 152K | -7% | |||
| 52 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $45.6M | 0.5% | 240K | -3% | |||
| 53 | $GD | GENERAL DYNAMICS CORP | Industrials | $45.1M | 0.5% | 127K | -1% | |||
| 54 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $44.5M | 0.5% | 503K | -2% | |||
| 55 | $QCOM | QUALCOMM INC/DE | Technology | $44.4M | 0.5% | 240K | +6% | |||
| 56 | $WMT | Walmart Inc. | Consumer Staples | $42.9M | 0.5% | 379K | +3% | |||
| 57 | $MS | MORGAN STANLEY | Financials | $42.9M | 0.5% | 205K | -1% | |||
| 58 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $40.8M | 0.5% | 279K | -1% | |||
| 59 | $TT | Trane Technologies plc | Technology | $40.3M | 0.5% | 82K | +5% | |||
| 60 | $ORCL | ORACLE CORP | Technology | $39.2M | 0.5% | 268K | -1% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $38.8M | 0.5% | 209K | -2% | |||
| 62 | — | ISHARES TR - S&P 500 VAL ETF | — | $38.7M | 0.4% | 170K | -2% | |||
| 63 | — | ISHARES INC - CORE MSCI EMKT | — | $37.9M | 0.4% | 457K | +24% | |||
| 64 | $SYK | STRYKER CORP | Healthcare | $35.4M | 0.4% | 112K | +17% | |||
| 65 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $35.1M | 0.4% | 50K | -0.1% | |||
| 66 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $34.8M | 0.4% | 124K | +0.2% | |||
| 67 | $WM | WASTE MANAGEMENT INC | Utilities | $34.6M | 0.4% | 155K | -0.3% | |||
| 68 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $34.5M | 0.4% | 154K | +7% | |||
| 69 | $STT | STATE STREET CORP | Financials | $33.8M | 0.4% | 769K | +10% | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $32.6M | 0.4% | 121K | -0.7% | |||
| 71 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $31.9M | 0.4% | 559K | -3% | |||
| 72 | $AMGN | AMGEN INC | Healthcare | $31.5M | 0.4% | 87K | -12% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $31.5M | 0.4% | 622K | +7% | |||
| 74 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $31.3M | 0.4% | 142K | -0.3% | |||
| 75 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $30.8M | 0.3% | 194K | -1% | |||
| 76 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $30.8M | 0.3% | 758K | +7% | |||
| 77 | — | ISHARES TR - CORE MSCI EAFE | — | $30.8M | 0.3% | 319K | +3% | |||
| 78 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $30.7M | 0.3% | 41 | -2% | |||
| 79 | $FTNT | Fortinet, Inc. | Technology | $30.6M | 0.3% | 199K | -0.7% | |||
| 80 | — | ISHARES TR - NATIONAL MUN ETF | — | $30.2M | 0.3% | 281K | +5% | |||
| 81 | $APD | Air Products & Chemicals, Inc. | Materials | $30.0M | 0.3% | 102K | -0.5% | |||
| 82 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $29.5M | 0.3% | 99K | -1% | |||
| 83 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $29.2M | 0.3% | 544K | -2% | |||
| 84 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $28.7M | 0.3% | 531K | -4% | |||
| 85 | $CB | Chubb Ltd | Financials | $28.6M | 0.3% | 84K | -0.8% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $27.3M | 0.3% | 513K | -0.4% | |||
| 87 | — | ISHARES U S ETF TR - SHOR DURA BD ETF | — | $27.0M | 0.3% | 534K | +28% | |||
| 88 | $PKG | PACKAGING CORP OF AMERICA | Materials | $26.1M | 0.3% | 109K | +0.1% | |||
| 89 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $25.3M | 0.3% | 439K | -0.1% | |||
| 90 | $LH | LABCORP HOLDINGS INC. | Healthcare | $25.0M | 0.3% | 89K | +0.4% | |||
| 91 | $DIS | Walt Disney Co | Communication Services | $24.6M | 0.3% | 256K | -14% | |||
| 92 | $ADI | ANALOG DEVICES INC | Technology | $24.6M | 0.3% | 62K | +0.5% | |||
| 93 | $TEL | TE Connectivity plc | Technology | $24.0M | 0.3% | 119K | -9% | |||
| 94 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $23.7M | 0.3% | 48K | -1.0% | |||
| 95 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $23.5M | 0.3% | 132K | +2061% | |||
| 96 | $NUE | NUCOR CORP | Materials | $23.3M | 0.3% | 105K | +8% | |||
| 97 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $23.3M | 0.3% | 841K | -0.4% | |||
| 98 | $AXP | AMERICAN EXPRESS CO | Financials | $22.2M | 0.3% | 66K | +1% | |||
| 99 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $22.2M | 0.3% | 524K | +16% | |||
| 100 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $21.7M | 0.3% | 43K | -13% | |||
| 101 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | — | $21.3M | 0.2% | 228K | -6% | |||
| 102 | $PFE | PFIZER INC | Healthcare | $21.2M | 0.2% | 880K | -0.6% | |||
| 103 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $20.5M | 0.2% | 191K | -0.8% | |||
| 104 | $EW | Edwards Lifesciences Corp | Healthcare | $20.1M | 0.2% | 223K | -1% | |||
| 105 | $SYY | SYSCO CORP | Consumer Discretionary | $20.1M | 0.2% | 241K | +0.5% | |||
| 106 | $ABT | ABBOTT LABORATORIES | Healthcare | $20.0M | 0.2% | 221K | +80% | |||
| 107 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $20.0M | 0.2% | 48K | -14% | |||
| 108 | — | ISHARES TR - MSCI INTL MOMENT | — | $19.7M | 0.2% | 370K | +57% | |||
| 109 | — | ISHARES TR - 1 3 YR TREAS BD | — | $19.7M | 0.2% | 240K | +4% | |||
| 110 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $19.4M | 0.2% | 625K | +30% | |||
| 111 | $MMM | 3M CO | Healthcare | $19.3M | 0.2% | 119K | +0.8% | |||
| 112 | $KO | COCA COLA CO | Consumer Staples | $19.2M | 0.2% | 236K | -0.7% | |||
| 113 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $19.0M | 0.2% | 85K | -42% | |||
| 114 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $18.7M | 0.2% | 32K | -0.7% | |||
| 115 | $HONA | Honeywell Aerospace Inc. | Industrials | $18.6M | 0.2% | 84K | New | |||
| 116 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $18.5M | 0.2% | 51K | -2% | |||
| 117 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $18.4M | 0.2% | 93K | +0.5% | |||
| 118 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $17.8M | 0.2% | 151K | +5% | |||
| 119 | — | ISHARES TR - US SML CAP EQT | — | $17.6M | 0.2% | 198K | +11% | |||
| 120 | $PANW | Palo Alto Networks Inc | Technology | $17.4M | 0.2% | 51K | -3% | |||
| 121 | $GE | GENERAL ELECTRIC CO | Industrials | $16.6M | 0.2% | 45K | +4% | |||
| 122 | $ANET | Arista Networks, Inc. | Technology | $16.6M | 0.2% | 98K | +14% | |||
| 123 | $PGC | PEAPACK GLADSTONE FINANCIAL CORP | Financials | $16.5M | 0.2% | 348K | -30% | |||
| 124 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $16.4M | 0.2% | 558K | +1% | |||
| 125 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $16.3M | 0.2% | 67K | -2% | |||
| 126 | $TFC | TRUIST FINANCIAL CORP | Financials | $16.0M | 0.2% | 321K | -0.1% | |||
| 127 | — | ISHARES TR - S&P 500 GRWT ETF | — | $15.9M | 0.2% | 115K | -1% | |||
| 128 | $PM | Philip Morris International Inc. | Consumer Staples | $15.8M | 0.2% | 87K | -0.6% | |||
| 129 | — | ISHARES TR - SHRT NAT MUN ETF | — | $15.7M | 0.2% | 148K | +2% | |||
| 130 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | — | $15.5M | 0.2% | 187K | -0.9% | |||
| 131 | $STX | Seagate Technology Holdings plc | Technology | $15.3M | 0.2% | 16K | -2% | |||
| 132 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $15.2M | 0.2% | 96K | -1% | |||
| 133 | $FDX | FEDEX CORP | Industrials | $15.0M | 0.2% | 48K | -1% | |||
| 134 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $14.9M | 0.2% | 113K | -0.8% | |||
| 135 | $GS | GOLDMAN SACHS GROUP INC | Financials | $14.8M | 0.2% | 15K | -0.9% | |||
| 136 | $CVS | CVS HEALTH Corp | Healthcare | $14.7M | 0.2% | 142K | -0.5% | |||
| 137 | $AVY | Avery Dennison Corp | Materials | $14.4M | 0.2% | 89K | +2% | |||
| 138 | $INTC | INTEL CORP | Technology | $14.4M | 0.2% | 103K | -10% | |||
| 139 | $ECL | ECOLAB INC. | Materials | $14.4M | 0.2% | 52K | -1% | |||
| 140 | $EMR | EMERSON ELECTRIC CO | Industrials | $14.1M | 0.2% | 98K | -1% | |||
| 141 | $CARR | CARRIER GLOBAL Corp | Industrials | $14.1M | 0.2% | 192K | +1% | |||
| 142 | $USB | US BANCORP DE | Financials | $14.1M | 0.2% | 233K | -2% | |||
| 143 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $14.0M | 0.2% | 241K | +29% | |||
| 144 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $13.9M | 0.2% | 190K | +8% | |||
| 145 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $13.9M | 0.2% | 171K | -3% | |||
| 146 | $AZN | ASTRAZENECA PLC | Healthcare | $13.8M | 0.2% | 73K | +1% | |||
| 147 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $13.8M | 0.2% | 111K | +11% | |||
| 148 | — | ISHARES TR - RUS 1000 GRW ETF | — | $13.5M | 0.2% | 109K | +310% | |||
| 149 | $CPAY | CORPAY, INC. | Financials | $13.3M | 0.1% | 40K | +0.3% | |||
| 150 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $13.2M | 0.1% | 28K | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 245 added to, 335 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
$HONAHoneywell Aerospace Inc.$18.6M
first bought this quarter
- CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT$4.5M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$3.4M
first bought this quarter
- ISHARES TR - CORE LT USDB ETF$1.2M
first bought this quarter
- INVESCO EXCHANGE TRADED FD T - S&P500 EQL ENR$867K
first bought this quarter
- AMERICAN CENTY ETF TR - AVA RES MAR ETF$491K
first bought this quarter
+37 more in the Excel export
Added to (245)
- VANGUARD WORLD FD - INF TECH ETF+677%
now $68.7M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $79.1M
$BKNGBooking Holdings Inc.+2061%
now $23.5M · held 3+ qtrs
- ISHARES TR - RUS 1000 GRW ETF+310%
now $13.5M
$ABTABBOTT LABORATORIES+80%
now $20.0M · held 3+ qtrs
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+8%
now $102.7M
+239 more in the Excel export
Trimmed (335)
$AMDADVANCED MICRO DEVICES INC-67%
now $12.3M · held 3+ qtrs
$XOM.R34088EXXON MOBIL CORP-25%
now $72.9M · held 3+ qtrs
now $149.2M · held 3+ qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-42%
now $19.0M · held 3+ qtrs
$DDDuPont de Nemours, Inc.-67%
now $4.7M
now $269.2M · held 3+ qtrs, 2 trims in a row
+329 more in the Excel export
Holdings by quarter
Every 13F PEAPACK GLADSTONE FINANCIAL CORP has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow PEAPACK GLADSTONE FINANCIAL?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of PEAPACK GLADSTONE FINANCIAL's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.8%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter
Top 10 weight
24%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PEAPACK GLADSTONE FINANCIAL CORP disclosed 679 positions worth $8.7B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 4.4% of the equity portfolio, followed by $GOOGL and $QQQ. During the quarter the fund opened 43 new positions and exited 18 — including a new stake in $HONA. The portfolio is most concentrated in Other (34.1% of disclosed assets). All figures are sourced directly from PEAPACK GLADSTONE FINANCIAL CORP’s Form 13F-HR filing with the SEC under CIK 1050743.
Funds like this
managers whose biggest positions overlap PEAPACK GLADSTONE FINANCIAL'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: PEAPACK GLADSTONE FINANCIAL CORP
13F Pro is an AI hedge fund tracker and stock research platform. For PEAPACK GLADSTONE FINANCIAL CORP (SEC CIK: 1050743), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in PEAPACK GLADSTONE FINANCIAL CORP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.