Peapack-Gladstone Financial Top Holdings and 13F Report (2025)

About Peapack-Gladstone Financial

Peapack-Gladstone Financial NASDAQ: PGC has filed 13-F forms with the SEC as an investor. Peapack-Gladstone Financial is itself a publicly traded company. For more information on Peapack-Gladstone Financial stock, visit the Peapack-Gladstone Financial stock profile here.

Investment Activity

Peapack-Gladstone Financial has $6.74 million in total holdings as of March 31, 2025.
Peapack-Gladstone Financial owns shares of 672 different stocks, but just 124 companies or ETFs make up 80% of its holdings.
Approximately 3.23% of the portfolio was purchased this quarter.
About 3.49% of the portfolio was sold this quarter.
This quarter, Peapack-Gladstone Financial has purchased 693 new stocks and bought additional shares in 144 stocks.
Peapack-Gladstone Financial sold shares of 415 stocks and completely divested from 60 stocks this quarter.

Largest Holdings

Apple: $321,487
Microsoft: $186,745
Invesco QQQ: $158,054
JPMorgan Chase & Co.: $147,525
Alphabet: $127,331

Largest New Holdings this Quarter

92206C813 - Vanguard Long-Term Corporate Bond ETF: $8,225 Holding
45409F827 - NYLI MacKay Shields Municipal Intermediate ETF: $7,538 Holding
464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF: $7,049 Holding
46641Q159 - JPMorgan Income ETF: $6,143 Holding
620076307 - Motorola Solutions: $6,054 Holding

Largest Purchases this Quarter

Fidelity Total Bond ETF: 264,864 shares (about $12.09K)
iShares 0-3 Month Treasury Bond ETF: 103,062 shares (about $10.38K)
Vanguard Long-Term Bond ETF: 123,017 shares (about $8.66K)
Invesco S&P 500 Equal Weight ETF: 49,342 shares (about $8.55K)
Vanguard Intermediate-Term Bond ETF: 109,126 shares (about $8.36K)

Largest Sales this Quarter

Apple: 60,067 shares (about $13.34K)
SPDR Gold Shares: 38,774 shares (about $11.17K)
Peapack-Gladstone Financial: 240,369 shares (about $6.83K)
Merck & Co., Inc.: 74,951 shares (about $6.73K)
Schlumberger: 135,724 shares (about $5.67K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$321,487	$13,343 ▼	-4.0%	1,447,290	4.8%	Computer and Technology
MSFT Microsoft	$186,745	$3,534 ▼	-1.9%	497,469	2.8%	Computer and Technology
QQQ Invesco QQQ	$158,054	$2,844 ▼	-1.8%	337,061	2.3%	Finance
JPM JPMorgan Chase & Co.	$147,525	$4,031 ▼	-2.7%	601,407	2.2%	Finance
GOOGL Alphabet	$127,331	$1,846 ▼	-1.4%	823,404	1.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$115,713	$422 ▲	0.4%	225,163	1.7%	ETF
SPY SPDR S&P 500 ETF Trust	$112,880	$392 ▼	-0.3%	201,791	1.7%	Finance
SGOV iShares 0-3 Month Treasury Bond ETF	$98,564	$10,375 ▲	11.8%	979,083	1.5%	ETF
AMZN Amazon.com	$97,566	$2,202 ▼	-2.2%	512,802	1.4%	Retail/Wholesale
XOM Exxon Mobil	$87,946	$2,138 ▼	-2.4%	739,469	1.3%	Energy
V Visa	$85,714	$3,788 ▼	-4.2%	244,578	1.3%	Business Services
VB Vanguard Small-Cap ETF	$84,858	$1,057 ▲	1.3%	382,671	1.3%	ETF
BSV Vanguard Short-Term Bond ETF	$82,320	$5,738 ▲	7.5%	1,051,612	1.2%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$80,825	$8,356 ▲	11.5%	1,055,569	1.2%	ETF
COST Costco Wholesale	$80,638	$4,380 ▼	-5.2%	85,262	1.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$79,494	$4,987 ▼	-5.9%	149,262	1.2%	Finance
GOOG Alphabet	$78,616	$3,510 ▼	-4.3%	503,203	1.2%	Computer and Technology
FNF Fidelity National Financial	$75,421	$1,818 ▼	-2.4%	1,158,889	1.1%	Finance
JNJ Johnson & Johnson	$72,574	$1,039 ▲	1.5%	437,615	1.1%	Medical
HD Home Depot	$71,895	$2,333 ▼	-3.1%	196,171	1.1%	Retail/Wholesale
META Meta Platforms	$69,353	$1,646 ▼	-2.3%	120,330	1.0%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$63,784	$2,511 ▲	4.1%	1,409,301	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$63,519	$5,788 ▲	10.0%	1,249,634	0.9%	ETF
LLY Eli Lilly and Company	$62,758	$1,542 ▲	2.5%	75,986	0.9%	Medical
PEP PepsiCo	$61,849	$145 ▼	-0.2%	412,492	0.9%	Consumer Staples
BLACKROCK INC	$60,337	$990 ▼	-1.6%	63,748	0.9%	COM
UNP Union Pacific	$59,910	$518 ▼	-0.9%	253,596	0.9%	Transportation
IJR iShares Core S&P Small-Cap ETF	$59,500	$445 ▲	0.8%	568,998	0.9%	ETF
CVX Chevron	$58,051	$1,052 ▼	-1.8%	347,009	0.9%	Energy
VO Vanguard Mid-Cap ETF	$57,213	$223 ▲	0.4%	221,223	0.8%	ETF
MRK Merck & Co., Inc.	$56,011	$6,728 ▼	-10.7%	624,014	0.8%	Medical
TJX TJX Companies	$55,398	$1,186 ▼	-2.1%	454,825	0.8%	Retail/Wholesale
PG Procter & Gamble	$50,845	$562 ▼	-1.1%	298,351	0.8%	Consumer Staples
ADP Automatic Data Processing	$47,369	$1,163 ▼	-2.4%	155,040	0.7%	Business Services
RSP Invesco S&P 500 Equal Weight ETF	$43,637	$8,548 ▲	24.4%	251,899	0.6%	ETF
ABBV AbbVie	$42,479	$758 ▼	-1.8%	202,746	0.6%	Medical
CSCO Cisco Systems	$42,339	$1,476 ▼	-3.4%	686,078	0.6%	Computer and Technology
ORCL Oracle	$41,727	$1,235 ▼	-2.9%	298,450	0.6%	Computer and Technology
IWM iShares Russell 2000 ETF	$41,605	$1,116 ▼	-2.6%	208,558	0.6%	Finance
VGT Vanguard Information Technology ETF	$41,595	$556 ▼	-1.3%	76,690	0.6%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$40,887	$800 ▼	-1.9%	207,064	0.6%	Finance
NEE NextEra Energy	$40,441	$6,935 ▲	20.7%	570,481	0.6%	Utilities
VNQ Vanguard Real Estate ETF	$40,417	$687 ▲	1.7%	446,385	0.6%	ETF
MCD McDonald's	$39,960	$112 ▼	-0.3%	127,925	0.6%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$39,560	$168 ▲	0.4%	70,404	0.6%	ETF
RTX RTX	$39,207	$508 ▼	-1.3%	295,988	0.6%	Aerospace
LOW Lowe's Companies	$39,056	$3,089 ▲	8.6%	167,457	0.6%	Retail/Wholesale
APD Air Products and Chemicals	$38,178	$640 ▲	1.7%	129,452	0.6%	Basic Materials
IBM International Business Machines	$37,605	$458 ▼	-1.2%	151,229	0.6%	Computer and Technology
NVDA NVIDIA	$37,519	$2,214 ▲	6.3%	346,179	0.6%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$37,125	$362 ▼	-1.0%	528,777	0.6%	ETF
WM Waste Management	$36,703	$782 ▼	-2.1%	158,537	0.5%	Business Services
GD General Dynamics	$36,558	$560 ▼	-1.5%	134,118	0.5%	Aerospace
AMGN Amgen	$35,667	$223 ▲	0.6%	114,484	0.5%	Medical
PNC The PNC Financial Services Group	$35,622	$1,247 ▼	-3.4%	202,659	0.5%	Finance
AMAT Applied Materials	$35,520	$341 ▼	-1.0%	244,769	0.5%	Computer and Technology
QCOM QUALCOMM	$34,913	$1,145 ▼	-3.2%	227,284	0.5%	Computer and Technology
UNH UnitedHealth Group	$34,625	$1,543 ▼	-4.3%	66,109	0.5%	Medical
WMT Walmart	$34,248	$1,944 ▼	-5.4%	390,116	0.5%	Retail/Wholesale
BRK.A Berkshire Hathaway	$33,534	$798 ▼	-2.3%	42	0.5%	Finance
DIS Walt Disney	$31,446	$854 ▼	-2.6%	318,613	0.5%	Consumer Discretionary
TT Trane Technologies	$31,290	$1,668 ▼	-5.1%	92,870	0.5%	Construction
TMO Thermo Fisher Scientific	$29,903	$450 ▼	-1.5%	60,093	0.4%	Medical
HON Honeywell International	$29,616	$123 ▲	0.4%	139,867	0.4%	Multi-Sector Conglomerates
BMY Bristol-Myers Squibb	$29,232	$323 ▼	-1.1%	479,289	0.4%	Medical
XLV Health Care Select Sector SPDR Fund	$29,006	$256 ▼	-0.9%	198,656	0.4%	ETF
BKNG Booking	$28,950	$1,253 ▼	-4.1%	6,284	0.4%	Retail/Wholesale
CB Chubb	$28,922	$1,811 ▼	-5.9%	95,770	0.4%	Finance
XLF Financial Select Sector SPDR Fund	$28,672	$1,037 ▼	-3.5%	575,634	0.4%	ETF
XLI Industrial Select Sector SPDR Fund	$28,663	$845 ▼	-2.9%	218,685	0.4%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$28,658	$357 ▼	-1.2%	53,719	0.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$28,224	$203 ▼	-0.7%	557,445	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$27,719	$786 ▼	-2.8%	134,247	0.4%	ETF
SYK Stryker	$26,466	$70 ▼	-0.3%	71,096	0.4%	Medical
BAC Bank of America	$25,923	$9 ▲	0.0%	621,199	0.4%	Finance
CHKP Check Point Software Technologies	$25,269	$372 ▼	-1.5%	110,869	0.4%	Computer and Technology
VHT Vanguard Health Care ETF	$25,209	$270 ▲	1.1%	95,224	0.4%	ETF
XLE Energy Select Sector SPDR Fund	$24,949	$475 ▼	-1.9%	266,977	0.4%	ETF
CAT Caterpillar	$24,394	$2,404 ▼	-9.0%	73,966	0.4%	Industrials
BDX Becton, Dickinson and Company	$23,702	$455 ▲	2.0%	103,476	0.4%	Medical
SHY iShares 1-3 Year Treasury Bond ETF	$23,274	$1,106 ▲	5.0%	281,327	0.3%	Manufacturing
VZ Verizon Communications	$23,024	$660 ▼	-2.8%	507,569	0.3%	Computer and Technology
MS Morgan Stanley	$22,928	$3,018 ▲	15.2%	196,521	0.3%	Finance
PKG Packaging Co. of America	$22,565	$1,262 ▼	-5.3%	113,952	0.3%	Industrials
AVGO Broadcom	$22,137	$1,087 ▼	-4.7%	132,216	0.3%	Computer and Technology
IVE iShares S&P 500 Value ETF	$21,985	$954 ▲	4.5%	115,361	0.3%	ETF
CMI Cummins	$21,381	$1,375 ▼	-6.0%	68,216	0.3%	Auto/Tires/Trucks
LABCORP HOLDINGS INC	$20,856	$862 ▼	-4.0%	89,613	0.3%	COM SHS
EW Edwards Lifesciences	$19,575	$1,333 ▼	-6.4%	270,064	0.3%	Medical
XLC Communication Services Select Sector SPDR Fund	$19,327	$464 ▼	-2.3%	200,377	0.3%	ETF
FTNT Fortinet	$18,733	$93 ▼	-0.5%	194,609	0.3%	Computer and Technology
DHR Danaher	$18,633	$1,709 ▼	-8.4%	90,890	0.3%	Medical
ABT Abbott Laboratories	$18,475	$1,617 ▲	9.6%	139,272	0.3%	Medical
ADBE Adobe	$18,458	$470 ▲	2.6%	48,126	0.3%	Computer and Technology
SCHW Charles Schwab	$18,397	$511 ▼	-2.7%	235,009	0.3%	Finance
PFE Pfizer	$18,115	$508 ▼	-2.7%	714,913	0.3%	Medical
PGC Peapack-Gladstone Financial	$17,647	$6,826 ▼	-27.9%	621,374	0.3%	Finance
KO Coca-Cola	$17,408	$1,049 ▼	-5.7%	243,065	0.3%	Consumer Staples
TE CONNECTIVITY PLC	$17,244	$91 ▼	-0.5%	122,027	0.3%	ORD SHS
MMM 3M	$17,202	$21 ▼	-0.1%	117,136	0.3%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

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Peapack-Gladstone Financial Top Holdings and 13F Report (2025)

About Peapack-Gladstone Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Peapack-Gladstone Financial Top Holdings and 13F Report (2025)

About Peapack-Gladstone Financial

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeapack-Gladstone Financial

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools