PEAPACK GLADSTONE FINANCIAL CORP

Filed: 2/10/2026ACC: 0001050743-26-000004

📋 What this filing means

PEAPACK GLADSTONE FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 647 equity positions with a total reported market value of $7.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

647

Positions

$7.94M

Total AUM (reported)

59.12M

Total Shares

Allocation by class

COM$3.97M50.0%

CAP STK CL A$253.3K3.2%

UNIT SER 1$203.4K2.6%

S&P 500 ETF SHS$181.6K2.3%

CL A$150.8K1.9%

CAP STK CL C$150.5K1.9%

TR UNIT$150.1K1.9%

Portfolio Concentration

Top 3$859.9K10.8%

4–10$1.12M14.1%

11–25$1.23M15.5%

Rest$4.73M59.6%

Top 3 weight

10.8%

Top 10 weight

24.9%

Voting Authority Distribution

Total shares with voting rights: 48.20M

Sole

Full voting authority

30.26M

% of voting shares62.8%

Shared

Joint voting authority

48.63K

% of voting shares0.1%

None

No voting authority

17.89M

% of voting shares37.1%

Investment Discretion (by position count)

Sole619

Shared0

Other28

Dominant voting typeSole · 62.8% of voting shares

Institutional Holdings647

Rows:

APPLE INC

SOLE

COM

Shares1.37M

TypeSH

Market value$373.8K

4.71%

Sole

941.76K

Shared

459.00

None

432.68K

ALPHABET INC

SOLE

CAP STK CL A

Shares809.33K

TypeSH

Market value$253.3K

3.19%

Sole

676.89K

Shared

908.00

None

131.53K

MICROSOFT CORP

SOLE

COM

Shares481.40K

TypeSH

Market value$232.8K

2.93%

Sole

326.24K

Shared

517.00

None

154.65K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares331.93K

TypeSH

Market value$203.4K

2.56%

Sole

13.22K

Shared

0.00

None

93.06K

JPMORGAN CHASE & CO.

SOLE

COM

Shares565.65K

TypeSH

Market value$182.3K

2.30%

Sole

434.67K

Shared

650.00

None

130.34K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares289.52K

TypeSH

Market value$181.6K

2.29%

Sole

40.11K

Shared

0.00

None

29.82K

ALPHABET INC

SOLE

CAP STK CL C

Shares479.71K

TypeSH

Market value$150.5K

1.90%

Sole

384.78K

Shared

0.00

None

94.93K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares220.18K

TypeSH

Market value$150.1K

1.89%

Sole

19.36K

Shared

0.00

None

87.32K

AMAZON COM INC

SOLE

COM

Shares555.77K

TypeSH

Market value$128.3K

1.62%

Sole

331.23K

Shared

400.00

None

224.15K

ISHARES TR

SOLE

0-3 MNTH TREASRY

Shares1.20M

TypeSH

Market value$120.7K

1.52%

Sole

10.51K

Shared

0.00

None

615.89K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares407.30K

TypeSH

Market value$105.1K

1.32%

Sole

3.69K

Shared

0.00

None

47.97K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares1.22M

TypeSH

Market value$95.4K

1.20%

Sole

374.35K

Shared

0.00

None

457.74K

JOHNSON & JOHNSON

SOLE

COM

Shares431.23K

TypeSH

Market value$89.2K

1.12%

Sole

308.54K

Shared

700.00

None

121.99K

VISA INC

SOLE

COM CL A

Shares246.33K

TypeSH

Market value$86.4K

1.09%

Sole

173.60K

Shared

369.00

None

72.36K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares1.59M

TypeSH

Market value$85.7K

1.08%

Sole

253.63K

Shared

0.00

None

187.39K

EXXON MOBIL CORP

SOLE

COM

Shares708.83K

TypeSH

Market value$85.3K

1.07%

Sole

552.40K

Shared

2.67K

None

153.75K

ELI LILLY & CO

SOLE

COM

Shares78.96K

TypeSH

Market value$84.9K

1.07%

Sole

56.13K

Shared

10.00

None

22.82K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.31M

TypeSH

Market value$82.1K

1.03%

Sole

93.81K

Shared

0.00

None

183.17K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares1.03M

TypeSH

Market value$81.3K

1.02%

Sole

244.24K

Shared

0.00

None

340.79K

META PLATFORMS INC

SOLE

CL A

Shares120.11K

TypeSH

Market value$79.3K

1.00%

Sole

59.79K

Shared

178.00

None

60.15K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares148.34K

TypeSH

Market value$74.6K

0.94%

Sole

100.61K

Shared

0.00

None

47.73K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares383.50K

TypeSH

Market value$73.5K

0.93%

Sole

39.77K

Shared

0.00

None

27.66K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares244.19K

TypeSH

Market value$70.9K

0.89%

Sole

21.10K

Shared

0.00

None

32.19K

COSTCO WHSL CORP NEW

SOLE

COM

Shares80.90K

TypeSH

Market value$69.8K

0.88%

Sole

71.16K

Shared

208.00

None

9.53K

TJX COS INC NEW

SOLE

COM

Shares439.66K

TypeSH

Market value$67.5K

0.85%

Sole

397.45K

Shared

831.00

None

41.38K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	Shared	None
APPLE INCSOLE	COM	1.37M	SH	$373.8K 4.71%	941.76K	459.00	432.68K
ALPHABET INCSOLE	CAP STK CL A	809.33K	SH	$253.3K 3.19%	676.89K	908.00	131.53K
MICROSOFT CORPSOLE	COM	481.40K	SH	$232.8K 2.93%	326.24K	517.00	154.65K
INVESCO QQQ TRSOLE	UNIT SER 1	331.93K	SH	$203.4K 2.56%	13.22K	0.00	93.06K
JPMORGAN CHASE & CO.SOLE	COM	565.65K	SH	$182.3K 2.30%	434.67K	650.00	130.34K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	289.52K	SH	$181.6K 2.29%	40.11K	0.00	29.82K
ALPHABET INCSOLE	CAP STK CL C	479.71K	SH	$150.5K 1.90%	384.78K	0.00	94.93K
SPDR S&P 500 ETF TRSOLE	TR UNIT	220.18K	SH	$150.1K 1.89%	19.36K	0.00	87.32K
AMAZON COM INCSOLE	COM	555.77K	SH	$128.3K 1.62%	331.23K	400.00	224.15K
ISHARES TRSOLE	0-3 MNTH TREASRY	1.20M	SH	$120.7K 1.52%	10.51K	0.00	615.89K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	407.30K	SH	$105.1K 1.32%	3.69K	0.00	47.97K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	1.22M	SH	$95.4K 1.20%	374.35K	0.00	457.74K
JOHNSON & JOHNSONSOLE	COM	431.23K	SH	$89.2K 1.12%	308.54K	700.00	121.99K
VISA INCSOLE	COM CL A	246.33K	SH	$86.4K 1.09%	173.60K	369.00	72.36K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	1.59M	SH	$85.7K 1.08%	253.63K	0.00	187.39K
EXXON MOBIL CORPSOLE	COM	708.83K	SH	$85.3K 1.07%	552.40K	2.67K	153.75K
ELI LILLY & COSOLE	COM	78.96K	SH	$84.9K 1.07%	56.13K	10.00	22.82K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.31M	SH	$82.1K 1.03%	93.81K	0.00	183.17K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	1.03M	SH	$81.3K 1.02%	244.24K	0.00	340.79K
META PLATFORMS INCSOLE	CL A	120.11K	SH	$79.3K 1.00%	59.79K	178.00	60.15K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	148.34K	SH	$74.6K 0.94%	100.61K	0.00	47.73K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	383.50K	SH	$73.5K 0.93%	39.77K	0.00	27.66K
VANGUARD INDEX FDSSOLE	MID CAP ETF	244.19K	SH	$70.9K 0.89%	21.10K	0.00	32.19K
COSTCO WHSL CORP NEWSOLE	COM	80.90K	SH	$69.8K 0.88%	71.16K	208.00	9.53K
TJX COS INC NEWSOLE	COM	439.66K	SH	$67.5K 0.85%	397.45K	831.00	41.38K

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