# PEAPACK GLADSTONE FINANCIAL CORP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1050743. Source: https://holderbook.com/funds/1050743-peapack-gladstone-financial-corp/

- Reported value: $8.7B
- Positions: 679
- Weight of the ten largest: 23.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $383.1M | 1,324,102 | 4.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $269.2M | 753,159 | 3.1% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $234.5M | 318,501 | 2.7% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $195.0M | 283,931 | 2.2% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $189.8M | 508,949 | 2.2% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $182.2M | 556,645 | 2.1% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $165.1M | 467,180 | 1.9% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $160.7M | 215,127 | 1.8% | 31 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $149.2M | 206,404 | 1.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $135.5M | 568,349 | 1.6% | 31 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $125.4M | 1,245,643 | 1.4% | 15 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $124.9M | 412,077 | 1.4% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $104.8M | 412,665 | 1.2% | 31 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $102.7M | 1,441,430 | 1.2% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $97.5M | 1,633,040 | 1.1% | 31 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $96.8M | 1,261,481 | 1.1% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $93.6M | 78,019 | 1.1% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $86.3M | 405,664 | 1.0% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $85.8M | 250,198 | 1.0% | 31 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $82.4M | 555,266 | 0.9% | 31 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $81.3M | 1,043,342 | 0.9% | 31 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $79.1M | 981,870 | 0.9% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $75.9M | 646,058 | 0.9% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $75.1M | 80,301 | 0.9% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $73.4M | 146,688 | 0.8% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $73.0M | 129,600 | 0.8% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $72.9M | 533,512 | 0.8% | 31 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $72.9M | 1,602,623 | 0.8% | 17 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $72.4M | 563,132 | 0.8% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $71.3M | 356,579 | 0.8% | 26 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $68.7M | 574,522 | 0.8% | 25 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $68.2M | 64,086 | 0.8% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $67.3M | 190,695 | 0.8% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $65.6M | 433,015 | 0.8% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $64.3M | 236,463 | 0.7% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $61.4M | 81,997 | 0.7% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $59.6M | 61,965 | 0.7% | 7 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $56.2M | 28,265 | 0.6% | 11 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $55.5M | 334,963 | 0.6% | 31 |
| FIDELITY NATL FINL INC | [FNF](https://holderbook.com/stocks/FNF/) | $55.1M | 1,167,695 | 0.6% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $54.8M | 182,330 | 0.6% | 31 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $54.4M | 620,057 | 0.6% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $52.7M | 209,332 | 0.6% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $51.7M | 136,786 | 0.6% | 31 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $49.3M | 69,069 | 0.6% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $48.8M | 257,310 | 0.6% | 25 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $47.3M | 490,211 | 0.5% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $47.0M | 347,314 | 0.5% | 31 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $46.9M | 190,638 | 0.5% | 31 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $46.1M | 393,431 | 0.5% | 31 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $45.9M | 151,582 | 0.5% | 20 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $45.6M | 239,580 | 0.5% | 31 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $45.1M | 127,385 | 0.5% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $44.5M | 503,116 | 0.5% | 31 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $44.4M | 240,210 | 0.5% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $42.9M | 378,786 | 0.5% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $42.9M | 204,988 | 0.5% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $40.8M | 278,504 | 0.5% | 31 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $40.3M | 81,982 | 0.5% | 26 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $39.2M | 267,577 | 0.5% | 31 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $38.8M | 209,301 | 0.4% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $38.7M | 170,464 | 0.4% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $37.9M | 457,278 | 0.4% | 26 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $35.4M | 112,467 | 0.4% | 31 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $35.1M | 49,860 | 0.4% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $34.8M | 123,623 | 0.4% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $34.6M | 155,373 | 0.4% | 31 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $34.5M | 154,131 | 0.4% | 31 |
| SELECT SECTOR SPDR TR | [XLRE](https://holderbook.com/stocks/XLRE/) | $33.8M | 768,635 | 0.4% | 9 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $32.6M | 120,757 | 0.4% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $31.9M | 559,162 | 0.4% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $31.5M | 87,050 | 0.4% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $31.5M | 621,985 | 0.4% | 28 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $31.3M | 141,744 | 0.4% | 31 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $30.8M | 194,090 | 0.4% | 31 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $30.8M | 757,737 | 0.4% | 13 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $30.8M | 318,832 | 0.4% | 25 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $30.7M | 41 | 0.4% | 31 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $30.6M | 199,168 | 0.4% | 11 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $30.2M | 280,643 | 0.3% | 31 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $30.0M | 102,336 | 0.3% | 31 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $29.5M | 98,596 | 0.3% | 31 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $29.2M | 544,037 | 0.3% | 31 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $28.7M | 531,033 | 0.3% | 15 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $28.6M | 84,064 | 0.3% | 31 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $27.2M | 513,078 | 0.3% | 31 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $27.0M | 533,561 | 0.3% | 6 |
| PACKAGING CORP AMER | [PKG](https://holderbook.com/stocks/PKG/) | $26.1M | 109,372 | 0.3% | 31 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $25.3M | 439,307 | 0.3% | 31 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $25.0M | 89,218 | 0.3% | 9 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $24.6M | 255,758 | 0.3% | 31 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $24.6M | 61,920 | 0.3% | 31 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $24.0M | 118,924 | 0.3% | 8 |
| ROCKWELL AUTOMATION INC | [ROK](https://holderbook.com/stocks/ROK/) | $23.7M | 47,797 | 0.3% | 31 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $23.5M | 131,944 | 0.3% | 31 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $23.3M | 104,726 | 0.3% | 31 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $23.3M | 840,851 | 0.3% | 26 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $22.2M | 65,729 | 0.3% | 31 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $22.2M | 524,402 | 0.3% | 31 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $21.7M | 43,284 | 0.2% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.8% | +14.8% | -3.0% | 100% |
| Q1 2026 | -1.7% | -4.6% | +2.9% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 100% |
| Q3 2025 | +7.2% | +7.8% | -0.6% | 100% |
| Q2 2025 | +5.5% | +10.5% | -4.9% | 100% |
| Q1 2025 | -2.0% | -4.6% | +2.5% | 100% |
| Q4 2024 | -0.6% | +2.1% | -2.7% | 100% |
| Q3 2024 | +6.2% | +5.4% | +0.8% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $8.7B | 679 |
| Q1 2026 | $7.8B | 651 |
| Q4 2025 | $7.9B | 647 |
| Q3 2025 | $7.7B | 676 |
| Q2 2025 | $7.1B | 673 |
| Q1 2025 | $6.7B | 672 |
| Q4 2024 | $6.9B | 693 |
| Q3 2024 | $6.9B | 704 |
| Q2 2024 | $6.5B | 688 |
| Q1 2024 | $6.4B | 695 |
| Q4 2023 | $5.9B | 694 |
| Q3 2023 | $5.4B | 689 |