Filed: 11/14/2025ACC: 0001050743-25-000015
📋 What this filing means
PEAPACK GLADSTONE FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 676 equity positions with a total reported market value of $7.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
676
Positions
$7.68M
Total AUM (reported)
56.78M
Total Shares
Allocation by class
COM$3.95M51.4%
CAP STK CL A$201.9K2.6%
UNIT SER 1$201.0K2.6%
S&P 500 ETF SHS$170.8K2.2%
CL A$164.5K2.1%
TR UNIT$147.3K1.9%
COM SHS$123.2K1.6%
Portfolio Concentration
Top 3$798.8K10.4%
4–10$1.05M13.7%
11–25$1.21M15.8%
Rest$4.61M60.1%
Top 3 weight
10.4%
Top 10 weight
24.1%
Voting Authority Distribution
Total shares with voting rights: 47M
Sole
Full voting authority
31.50M
shares
% of voting shares67.0%
Shared
Joint voting authority
37.20K
shares
% of voting shares0.1%
None
No voting authority
15.46M
shares
% of voting shares32.9%
Investment Discretion (by position count)
Sole174
Shared0
Other502
Dominant voting typeSole · 67.0% of voting shares
Institutional Holdings676
Rows:
APPLE INC
DFNDShares1.37M
TypeSH
Market value$349.3K
4.55%
Sole
986.50K
Shared
59.00
None
385.24K
MICROSOFT CORP
DFNDShares478.08K
TypeSH
Market value$247.6K
3.23%
Sole
335.54K
Shared
155.00
None
142.39K
ALPHABET INC
DFNDShares830.34K
TypeSH
Market value$201.9K
2.63%
Sole
703.48K
Shared
120.00
None
126.75K
INVESCO QQQ TR
DFNDShares334.71K
TypeSH
Market value$201.0K
2.62%
Sole
24.04K
Shared
0.00
None
83.54K
JPMORGAN CHASE & CO.
DFNDShares575.97K
TypeSH
Market value$181.7K
2.37%
Sole
456.59K
Shared
395.00
None
118.98K
VANGUARD INDEX FDS
DFNDShares278.94K
TypeSH
Market value$170.8K
2.22%
Sole
37.81K
Shared
0.00
None
26.58K
SPDR S&P 500 ETF TR
DFNDShares221.07K
TypeSH
Market value$147.3K
1.92%
Sole
48.90K
Shared
0.00
None
58.77K
ALPHABET INC
DFNDShares500.10K
TypeSH
Market value$121.8K
1.59%
Sole
419.98K
Shared
0.00
None
80.12K
AMAZON COM INC
DFNDShares539.06K
TypeSH
Market value$118.4K
1.54%
Sole
334.12K
Shared
0.00
None
204.94K
ISHARES TR
DFNDShares1.12M
TypeSH
Market value$113.2K
1.47%
Sole
79.58K
Shared
0.00
None
508.38K
VANGUARD INDEX FDS
DFNDShares392.47K
TypeSH
Market value$99.8K
1.30%
Sole
4.98K
Shared
0.00
None
43.35K
META PLATFORMS INC
DFNDShares119.94K
TypeSH
Market value$88.1K
1.15%
Sole
62.28K
Shared
14.00
None
57.65K
VANGUARD BD INDEX FDS
DFNDShares1.12M
TypeSH
Market value$87.1K
1.13%
Sole
417.14K
Shared
0.00
None
329.39K
VISA INC
DFNDShares241.76K
TypeSH
Market value$82.5K
1.07%
Sole
174.74K
Shared
0.00
None
67.03K
VANGUARD INTL EQUITY INDEX F
DFNDShares1.51M
TypeSH
Market value$81.6K
1.06%
Sole
248.07K
Shared
0.00
None
169.07K
ORACLE CORP
DFNDShares290.06K
TypeSH
Market value$81.6K
1.06%
Sole
237.94K
Shared
0.00
None
52.12K
VANGUARD BD INDEX FDS
DFNDShares1.03M
TypeSH
Market value$81.4K
1.06%
Sole
335.36K
Shared
0.00
None
254.95K
EXXON MOBIL CORP
DFNDShares721.31K
TypeSH
Market value$81.3K
1.06%
Sole
572.30K
Shared
1.87K
None
147.14K
JOHNSON & JOHNSON
DFNDShares430.06K
TypeSH
Market value$79.7K
1.04%
Sole
319.35K
Shared
185.00
None
110.52K
HOME DEPOT INC
DFNDShares193.35K
TypeSH
Market value$78.3K
1.02%
Sole
145.10K
Shared
192.00
None
48.05K
VANGUARD TAX-MANAGED FDS
DFNDShares1.27M
TypeSH
Market value$76.0K
0.99%
Sole
89.11K
Shared
0.00
None
181.34K
BERKSHIRE HATHAWAY INC DEL
DFNDShares149.37K
TypeSH
Market value$75.1K
0.98%
Sole
104.12K
Shared
0.00
None
45.25K
COSTCO WHSL CORP NEW
DFNDShares81.03K
TypeSH
Market value$75.0K
0.98%
Sole
71.43K
Shared
45.00
None
9.55K
BLACKROCK INC
DFNDShares62.32K
TypeSH
Market value$72.7K
0.95%
Sole
56.08K
Shared
82.00
None
6.16K
FIDELITY NATIONAL FINANCIAL
DFNDShares1.17M
TypeSH
Market value$70.7K
0.92%
Sole
1.16M
Shared
0.00
None
3.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 1.37M | SH | $349.3K 4.55% | 986.50K | 59.00 | 385.24K |
MICROSOFT CORPDFND | COM | 478.08K | SH | $247.6K 3.23% | 335.54K | 155.00 | 142.39K |
ALPHABET INCDFND | CAP STK CL A | 830.34K | SH | $201.9K 2.63% | 703.48K | 120.00 | 126.75K |
INVESCO QQQ TRDFND | UNIT SER 1 | 334.71K | SH | $201.0K 2.62% | 24.04K | 0.00 | 83.54K |
JPMORGAN CHASE & CO.DFND | COM | 575.97K | SH | $181.7K 2.37% | 456.59K | 395.00 | 118.98K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 278.94K | SH | $170.8K 2.22% | 37.81K | 0.00 | 26.58K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 221.07K | SH | $147.3K 1.92% | 48.90K | 0.00 | 58.77K |
ALPHABET INCDFND | CAP STK CL C | 500.10K | SH | $121.8K 1.59% | 419.98K | 0.00 | 80.12K |
AMAZON COM INCDFND | COM | 539.06K | SH | $118.4K 1.54% | 334.12K | 0.00 | 204.94K |
ISHARES TRDFND | 0-3 MNTH TREASRY | 1.12M | SH | $113.2K 1.47% | 79.58K | 0.00 | 508.38K |
VANGUARD INDEX FDSDFND | SMALL CP ETF | 392.47K | SH | $99.8K 1.30% | 4.98K | 0.00 | 43.35K |
META PLATFORMS INCDFND | CL A | 119.94K | SH | $88.1K 1.15% | 62.28K | 14.00 | 57.65K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 1.12M | SH | $87.1K 1.13% | 417.14K | 0.00 | 329.39K |
VISA INCDFND | COM CL A | 241.76K | SH | $82.5K 1.07% | 174.74K | 0.00 | 67.03K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 1.51M | SH | $81.6K 1.06% | 248.07K | 0.00 | 169.07K |
ORACLE CORPDFND | COM | 290.06K | SH | $81.6K 1.06% | 237.94K | 0.00 | 52.12K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 1.03M | SH | $81.4K 1.06% | 335.36K | 0.00 | 254.95K |
EXXON MOBIL CORPDFND | COM | 721.31K | SH | $81.3K 1.06% | 572.30K | 1.87K | 147.14K |
JOHNSON & JOHNSONDFND | COM | 430.06K | SH | $79.7K 1.04% | 319.35K | 185.00 | 110.52K |
HOME DEPOT INCDFND | COM | 193.35K | SH | $78.3K 1.02% | 145.10K | 192.00 | 48.05K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.27M | SH | $76.0K 0.99% | 89.11K | 0.00 | 181.34K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 149.37K | SH | $75.1K 0.98% | 104.12K | 0.00 | 45.25K |
COSTCO WHSL CORP NEWDFND | COM | 81.03K | SH | $75.0K 0.98% | 71.43K | 45.00 | 9.55K |
BLACKROCK INCDFND | COM | 62.32K | SH | $72.7K 0.95% | 56.08K | 82.00 | 6.16K |
FIDELITY NATIONAL FINANCIALDFND | COM SHS | 1.17M | SH | $70.7K 0.92% | 1.16M | 0.00 | 3.70K |
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