Filed: 8/14/2025ACC: 0001050743-25-000008
📋 What this filing means
PEAPACK GLADSTONE FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 673 equity positions with a total reported market value of $7.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
673
Positions
$7.07M
Total AUM (reported)
55.76M
Total Shares
Allocation by class
COM$3.61M51.0%
UNIT SER 1$185.2K2.6%
CL A$166.1K2.4%
CAP STK CL A$145.1K2.1%
S&P 500 ETF SHS$131.7K1.9%
TR UNIT$124.4K1.8%
COM SHS$110.5K1.6%
Portfolio Concentration
Top 3$716.0K10.1%
4–10$881.1K12.5%
11–25$1.13M16.0%
Rest$4.34M61.4%
Top 3 weight
10.1%
Top 10 weight
22.6%
Voting Authority Distribution
Total shares with voting rights: 46.65M
Sole
Full voting authority
30.16M
shares
% of voting shares64.7%
Shared
Joint voting authority
34.48K
shares
% of voting shares0.1%
None
No voting authority
16.45M
shares
% of voting shares35.3%
Investment Discretion (by position count)
Sole517
Shared0
Other156
Dominant voting typeSole · 64.7% of voting shares
Institutional Holdings673
Rows:
APPLE INC
SOLEShares1.39M
TypeSH
Market value$284.9K
4.03%
Sole
968.20K
Shared
59.00
None
420.54K
MICROSOFT CORP
SOLEShares494.30K
TypeSH
Market value$245.9K
3.48%
Sole
338.06K
Shared
165.00
None
156.07K
INVESCO QQQ TR
SOLEShares335.75K
TypeSH
Market value$185.2K
2.62%
Sole
11.30K
Shared
0.00
None
95.89K
JPMORGAN CHASE & CO.
SOLEShares584.36K
TypeSH
Market value$169.4K
2.40%
Sole
448.09K
Shared
395.00
None
135.87K
ALPHABET INC
SOLEShares823.21K
TypeSH
Market value$145.1K
2.05%
Sole
690.19K
Shared
120.00
None
132.90K
VANGUARD INDEX FDS
SOLEShares231.91K
TypeSH
Market value$131.7K
1.86%
Sole
34.84K
Shared
0.00
None
27.18K
SPDR S&P 500 ETF TR
SOLEShares201.40K
TypeSH
Market value$124.4K
1.76%
Sole
13.41K
Shared
0.00
None
89.72K
AMAZON COM INC
SOLEShares530.80K
TypeSH
Market value$116.5K
1.65%
Sole
307.16K
Shared
0.00
None
223.64K
ISHARES TR
SOLEShares1.02M
TypeSH
Market value$102.6K
1.45%
Sole
9.61K
Shared
0.00
None
552.75K
VANGUARD INDEX FDS
SOLEShares385.55K
TypeSH
Market value$91.4K
1.29%
Sole
3.52K
Shared
0.00
None
40.62K
META PLATFORMS INC
SOLEShares120.15K
TypeSH
Market value$88.7K
1.25%
Sole
59.79K
Shared
14.00
None
60.34K
ALPHABET INC
SOLEShares496.68K
TypeSH
Market value$88.1K
1.25%
Sole
397.76K
Shared
0.00
None
98.93K
VISA INC
SOLEShares241.97K
TypeSH
Market value$85.9K
1.22%
Sole
168.78K
Shared
0.00
None
73.19K
VANGUARD BD INDEX FDS
SOLEShares1.05M
TypeSH
Market value$81.4K
1.15%
Sole
335.26K
Shared
0.00
None
376.66K
COSTCO WHSL CORP NEW
SOLEShares82.17K
TypeSH
Market value$81.3K
1.15%
Sole
72.22K
Shared
45.00
None
9.90K
VANGUARD BD INDEX FDS
SOLEShares1.01M
TypeSH
Market value$79.2K
1.12%
Sole
255.40K
Shared
0.00
None
321.86K
EXXON MOBIL CORP
SOLEShares730.98K
TypeSH
Market value$78.8K
1.11%
Sole
566.34K
Shared
1.87K
None
162.78K
VANGUARD INTL EQUITY INDEX
SOLEShares1.46M
TypeSH
Market value$72.5K
1.03%
Sole
229.18K
Shared
0.00
None
167.08K
HOME DEPOT INC
SOLEShares195.50K
TypeSH
Market value$71.7K
1.01%
Sole
141.40K
Shared
200.00
None
53.90K
BERKSHIRE HATHAWAY INC DEL
SOLEShares147.08K
TypeSH
Market value$71.4K
1.01%
Sole
96.53K
Shared
0.00
None
50.54K
VANGUARD TAX-MANAGED FDS
SOLEShares1.22M
TypeSH
Market value$69.5K
0.98%
Sole
84.90K
Shared
0.00
None
178.35K
BLACKROCK INC
SOLEShares63.17K
TypeSH
Market value$66.3K
0.94%
Sole
56.13K
Shared
82.00
None
6.96K
JOHNSON & JOHNSON
SOLEShares428.47K
TypeSH
Market value$65.4K
0.93%
Sole
304.88K
Shared
185.00
None
123.41K
FIDELITY NATIONAL FINANCIAL
DFNDShares1.16M
TypeSH
Market value$64.8K
0.92%
Sole
1.16M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares294.03K
TypeSH
Market value$64.3K
0.91%
Sole
242.79K
Shared
0.00
None
51.24K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 1.39M | SH | $284.9K 4.03% | 968.20K | 59.00 | 420.54K |
MICROSOFT CORPSOLE | COM | 494.30K | SH | $245.9K 3.48% | 338.06K | 165.00 | 156.07K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 335.75K | SH | $185.2K 2.62% | 11.30K | 0.00 | 95.89K |
JPMORGAN CHASE & CO.SOLE | COM | 584.36K | SH | $169.4K 2.40% | 448.09K | 395.00 | 135.87K |
ALPHABET INCSOLE | CAP STK CL A | 823.21K | SH | $145.1K 2.05% | 690.19K | 120.00 | 132.90K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 231.91K | SH | $131.7K 1.86% | 34.84K | 0.00 | 27.18K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 201.40K | SH | $124.4K 1.76% | 13.41K | 0.00 | 89.72K |
AMAZON COM INCSOLE | COM | 530.80K | SH | $116.5K 1.65% | 307.16K | 0.00 | 223.64K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 1.02M | SH | $102.6K 1.45% | 9.61K | 0.00 | 552.75K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 385.55K | SH | $91.4K 1.29% | 3.52K | 0.00 | 40.62K |
META PLATFORMS INCSOLE | CL A | 120.15K | SH | $88.7K 1.25% | 59.79K | 14.00 | 60.34K |
ALPHABET INCSOLE | CAP STK CL C | 496.68K | SH | $88.1K 1.25% | 397.76K | 0.00 | 98.93K |
VISA INCSOLE | COM CL A | 241.97K | SH | $85.9K 1.22% | 168.78K | 0.00 | 73.19K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.05M | SH | $81.4K 1.15% | 335.26K | 0.00 | 376.66K |
COSTCO WHSL CORP NEWSOLE | COM | 82.17K | SH | $81.3K 1.15% | 72.22K | 45.00 | 9.90K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 1.01M | SH | $79.2K 1.12% | 255.40K | 0.00 | 321.86K |
EXXON MOBIL CORPSOLE | COM | 730.98K | SH | $78.8K 1.11% | 566.34K | 1.87K | 162.78K |
VANGUARD INTL EQUITY INDEXSOLE | F FTSE EMR MKT ETF | 1.46M | SH | $72.5K 1.03% | 229.18K | 0.00 | 167.08K |
HOME DEPOT INCSOLE | COM | 195.50K | SH | $71.7K 1.01% | 141.40K | 200.00 | 53.90K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 147.08K | SH | $71.4K 1.01% | 96.53K | 0.00 | 50.54K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.22M | SH | $69.5K 0.98% | 84.90K | 0.00 | 178.35K |
BLACKROCK INCSOLE | COM | 63.17K | SH | $66.3K 0.94% | 56.13K | 82.00 | 6.96K |
JOHNSON & JOHNSONSOLE | COM | 428.47K | SH | $65.4K 0.93% | 304.88K | 185.00 | 123.41K |
FIDELITY NATIONAL FINANCIALDFND | COM SHS | 1.16M | SH | $64.8K 0.92% | 1.16M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 294.03K | SH | $64.3K 0.91% | 242.79K | 0.00 | 51.24K |
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