Filed: 8/14/2026ACC: 0001050743-26-000010
📋 What this filing means
PEAPACK GLADSTONE FINANCIAL CORP filed this quarterly 13F‑HR report disclosing 679 equity positions with a total reported market value of $8.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
679
Positions
$8.70M
Total AUM (reported)
61.92M
Total Shares
Allocation by class
COM$4.20M48.3%
CAP STK CL A$269.2K3.1%
UNIT SER 1$234.5K2.7%
S&P 500 ETF SHS$195.0K2.2%
CAP STK CL C$165.1K1.9%
TR UNIT$160.7K1.8%
CL A$138.1K1.6%
Portfolio Concentration
Top 3$886.8K10.2%
4–10$1.18M13.5%
11–25$1.38M15.9%
Rest$5.25M60.3%
Top 3 weight
10.2%
Top 10 weight
23.7%
Voting Authority Distribution
Total shares with voting rights: 49.06M
Sole
Full voting authority
22.47M
shares
% of voting shares45.8%
Shared
Joint voting authority
52K
shares
% of voting shares0.1%
None
No voting authority
26.53M
shares
% of voting shares54.1%
Investment Discretion (by position count)
Sole226
Shared0
Other453
Dominant voting typeNone · 54.1% of voting shares
Institutional Holdings679
Rows:
APPLE INC
DFNDShares1.32M
TypeSH
Market value$383.1K
4.40%
Sole
792.34K
Shared
459.00
None
531.31K
ALPHABET INC
DFNDShares753.16K
TypeSH
Market value$269.2K
3.09%
Sole
551.15K
Shared
908.00
None
201.10K
INVESCO QQQ TR
DFNDShares318.50K
TypeSH
Market value$234.5K
2.70%
Sole
2.76K
Shared
0.00
None
95.49K
VANGUARD INDEX FDS
DFNDShares283.93K
TypeSH
Market value$195.0K
2.24%
Sole
7.94K
Shared
0.00
None
72.24K
MICROSOFT CORP
DFNDShares508.95K
TypeSH
Market value$189.8K
2.18%
Sole
280.19K
Shared
630.00
None
228.13K
JPMORGAN CHASE & CO
DFNDShares556.64K
TypeSH
Market value$182.2K
2.09%
Sole
377.18K
Shared
650.00
None
178.81K
ALPHABET INC
DFNDShares467.18K
TypeSH
Market value$165.1K
1.90%
Sole
356.91K
Shared
60.00
None
110.21K
STATE STR SPDR S&P 500 ETF T
DFNDShares215.13K
TypeSH
Market value$160.7K
1.85%
Sole
2.64K
Shared
0.00
None
101.11K
APPLIED MATLS INC
DFNDShares206.40K
TypeSH
Market value$149.2K
1.72%
Sole
138.73K
Shared
875.00
None
66.80K
AMAZON COM INC
DFNDShares568.35K
TypeSH
Market value$135.5K
1.56%
Sole
282.60K
Shared
400.00
None
285.35K
ISHARES TR
DFNDShares1.25M
TypeSH
Market value$125.4K
1.44%
Sole
5.49K
Shared
0.00
None
628.35K
VANGUARD INDEX FDS
DFNDShares412.08K
TypeSH
Market value$124.9K
1.44%
Sole
3.90K
Shared
0.00
None
51.47K
JOHNSON & JOHNSON
DFNDShares412.67K
TypeSH
Market value$104.8K
1.20%
Sole
257.93K
Shared
700.00
None
154.04K
VANGUARD TAX-MANAGED FDS
DFNDShares1.44M
TypeSH
Market value$102.7K
1.18%
Sole
13.48K
Shared
0.00
None
287.53K
VANGUARD INTL EQUITY INDEX F
DFNDShares1.63M
TypeSH
Market value$97.5K
1.12%
Sole
124.08K
Shared
0.00
None
333.80K
VANGUARD BD INDEX FDS
DFNDShares1.26M
TypeSH
Market value$96.8K
1.11%
Sole
75.01K
Shared
0.00
None
785.46K
ELI LILLY & CO
DFNDShares78.02K
TypeSH
Market value$93.6K
1.08%
Sole
50.67K
Shared
10.00
None
27.34K
INVESCO EXCHANGE TRADED FD T
DFNDShares405.66K
TypeSH
Market value$86.3K
0.99%
Sole
4.54K
Shared
0.00
None
72.08K
VISA INC
DFNDShares250.20K
TypeSH
Market value$85.8K
0.99%
Sole
127.80K
Shared
369.00
None
122.03K
ISHARES TR
DFNDShares555.27K
TypeSH
Market value$82.4K
0.95%
Sole
9.92K
Shared
0.00
None
180.55K
VANGUARD BD INDEX FDS
DFNDShares1.04M
TypeSH
Market value$81.3K
0.93%
Sole
37.88K
Shared
0.00
None
547.93K
VANGUARD INDEX FDS
DFNDShares981.87K
TypeSH
Market value$79.1K
0.91%
Sole
15.81K
Shared
0.00
None
218.58K
CISCO SYS INC
DFNDShares646.06K
TypeSH
Market value$75.9K
0.87%
Sole
522.96K
Shared
500.00
None
122.60K
COSTCO WHOLESALE CORPORATION
DFNDShares80.30K
TypeSH
Market value$75.1K
0.86%
Sole
64.29K
Shared
208.00
None
15.80K
BERKSHIRE HATHAWAY INC DEL
DFNDShares146.69K
TypeSH
Market value$73.4K
0.84%
Sole
97.08K
Shared
0.00
None
49.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 1.32M | SH | $383.1K 4.40% | 792.34K | 459.00 | 531.31K |
ALPHABET INCDFND | CAP STK CL A | 753.16K | SH | $269.2K 3.09% | 551.15K | 908.00 | 201.10K |
INVESCO QQQ TRDFND | UNIT SER 1 | 318.50K | SH | $234.5K 2.70% | 2.76K | 0.00 | 95.49K |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 283.93K | SH | $195.0K 2.24% | 7.94K | 0.00 | 72.24K |
MICROSOFT CORPDFND | COM | 508.95K | SH | $189.8K 2.18% | 280.19K | 630.00 | 228.13K |
JPMORGAN CHASE & CODFND | COM | 556.64K | SH | $182.2K 2.09% | 377.18K | 650.00 | 178.81K |
ALPHABET INCDFND | CAP STK CL C | 467.18K | SH | $165.1K 1.90% | 356.91K | 60.00 | 110.21K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 215.13K | SH | $160.7K 1.85% | 2.64K | 0.00 | 101.11K |
APPLIED MATLS INCDFND | COM | 206.40K | SH | $149.2K 1.72% | 138.73K | 875.00 | 66.80K |
AMAZON COM INCDFND | COM | 568.35K | SH | $135.5K 1.56% | 282.60K | 400.00 | 285.35K |
ISHARES TRDFND | 0-3 MTH TREASURY | 1.25M | SH | $125.4K 1.44% | 5.49K | 0.00 | 628.35K |
VANGUARD INDEX FDSDFND | SMALL CP ETF | 412.08K | SH | $124.9K 1.44% | 3.90K | 0.00 | 51.47K |
JOHNSON & JOHNSONDFND | COM | 412.67K | SH | $104.8K 1.20% | 257.93K | 700.00 | 154.04K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.44M | SH | $102.7K 1.18% | 13.48K | 0.00 | 287.53K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 1.63M | SH | $97.5K 1.12% | 124.08K | 0.00 | 333.80K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 1.26M | SH | $96.8K 1.11% | 75.01K | 0.00 | 785.46K |
ELI LILLY & CODFND | COM | 78.02K | SH | $93.6K 1.08% | 50.67K | 10.00 | 27.34K |
INVESCO EXCHANGE TRADED FD TDFND | S&P500 EQL WGT | 405.66K | SH | $86.3K 0.99% | 4.54K | 0.00 | 72.08K |
VISA INCDFND | COM CL A | 250.20K | SH | $85.8K 0.99% | 127.80K | 369.00 | 122.03K |
ISHARES TRDFND | CORE S&P SCP ETF | 555.27K | SH | $82.4K 0.95% | 9.92K | 0.00 | 180.55K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 1.04M | SH | $81.3K 0.93% | 37.88K | 0.00 | 547.93K |
VANGUARD INDEX FDSDFND | MID CAP ETF | 981.87K | SH | $79.1K 0.91% | 15.81K | 0.00 | 218.58K |
CISCO SYS INCDFND | COM | 646.06K | SH | $75.9K 0.87% | 522.96K | 500.00 | 122.60K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 80.30K | SH | $75.1K 0.86% | 64.29K | 208.00 | 15.80K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 146.69K | SH | $73.4K 0.84% | 97.08K | 0.00 | 49.61K |
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