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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 $7.07 million in total holdings as of June 30, 2025.
  • Peapack-Gladstone Financial owns shares of 673 different stocks, but just 123 companies or ETFs make up 80% of its holdings.
  • Approximately 2.78% of the portfolio was purchased this quarter.
  • About 3.36% of the portfolio was sold this quarter.
  • This quarter, Peapack-Gladstone Financial has purchased 672 new stocks and bought additional shares in 216 stocks.
  • Peapack-Gladstone Financial sold shares of 331 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Apple
$284,941
Microsoft
$245,871
Invesco QQQ
$185,212
Alphabet
$145,073

Largest New Holdings this Quarter

42250P103 - Healthpeak Properties
$1,797 Holding
92203J407 - Vanguard Total International Bond ETF
$1,680 Holding
701094104 - Parker-Hannifin
$1,663 Holding
281020107 - Edison International
$870 Holding
06849F108 - BARRICK MNG CORP
$820 Holding

Largest Purchases this Quarter

Fidelity Total Bond ETF
335,027 shares (about $15.33K)
Dimensional International Value ETF
179,367 shares (about $7.68K)
Stryker
17,176 shares (about $6.80K)
Arthur J. Gallagher & Co.
19,325 shares (about $6.19K)
iShares MSCI Intl Momentum Factor ETF
133,792 shares (about $6.11K)

Largest Sales this Quarter

Apple
58,486 shares (about $12.00K)
Becton, Dickinson and Company
42,711 shares (about $7.36K)
PepsiCo
40,377 shares (about $5.33K)
Danaher
25,484 shares (about $5.03K)
JPMorgan Chase & Co.
17,049 shares (about $4.94K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeapack-Gladstone Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$284,941$12,000 -4.0%1,388,8044.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$245,871$1,575 -0.6%494,3023.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$185,212$724 -0.4%335,7482.6%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$169,411$4,943 -2.8%584,3582.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$145,073$35 0.0%823,2072.1%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$131,732$3,833 3.0%231,9101.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$124,436$240 -0.2%201,4021.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$116,453$3,949 3.5%530,8041.6%Retail/Wholesale
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$102,590$4,006 4.1%1,018,8691.5%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$91,367$682 0.8%385,5471.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$88,678$136 -0.2%120,1461.3%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$88,107$1,157 -1.3%496,6831.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$85,910$927 -1.1%241,9661.2%Business Services
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$81,351$286 -0.4%1,051,8671.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$81,339$3,066 -3.6%82,1651.2%Retail/Wholesale
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$79,155$3,606 -4.4%1,005,7871.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$78,800$915 -1.1%730,9831.1%Energy
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$72,450$2,747 3.9%1,464,8361.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$71,678$246 -0.3%195,4991.0%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$71,445$1,062 -1.5%147,0761.0%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$69,491$1,750 -2.5%1,218,9391.0%ETF
BLACKROCK INC
$66,281$608 -0.9%63,1690.9%COM
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$65,448$1,398 -2.1%428,4660.9%Medical
Fidelity National Financial, Inc. stock logo
FNF
Fidelity National Financial
$64,793$175 -0.3%1,155,7740.9%Finance
Oracle Corporation stock logo
ORCL
Oracle
$64,285$966 -1.5%294,0320.9%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$63,106$1,202 1.9%225,5170.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$61,892$2,658 4.5%79,3960.9%Medical
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$58,499$3,687 -5.9%535,2640.8%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$56,680$1,668 -2.9%246,3480.8%Transportation
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$55,016$1,151 -2.0%445,5040.8%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$54,887$194 0.4%347,4070.8%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$51,319$452 0.9%77,3710.7%ETF
Chevron Corporation stock logo
CVX
Chevron
$49,686$2 0.0%346,9980.7%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$49,134$5,331 -9.8%372,1150.7%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$47,383$2,013 -4.1%598,5820.7%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$46,912$622 -1.3%294,4480.7%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$46,540$1,274 -2.7%150,9080.7%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$46,462$1,139 -2.4%669,6670.7%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$45,993$213 0.5%253,0730.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$45,257$1,543 3.5%72,8890.6%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$44,883$119 -0.3%206,5170.6%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$42,804$1,775 -4.0%145,2060.6%Computer and Technology
RTX Corporation stock logo
RTX
RTX
$42,490$730 -1.7%290,9910.6%Aerospace
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$42,326$2,484 -5.5%231,2020.6%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$41,595$3,409 -7.6%192,7580.6%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$41,392$1,881 4.8%333,7810.6%Consumer Discretionary
AbbVie Inc. stock logo
ABBV
AbbVie
$41,377$3,743 9.9%222,9100.6%Medical
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$40,844$137 -0.3%527,0060.6%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$40,730$1,127 2.8%586,7210.6%Utilities
Trane Technologies plc stock logo
TT
Trane Technologies
$39,004$1,619 -4.0%89,1690.6%Construction
General Dynamics Corporation stock logo
GD
General Dynamics
$38,287$830 -2.1%131,2720.5%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$38,085$1,640 4.5%138,1650.5%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$37,932$1,823 -4.6%425,9130.5%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$37,465$315 -0.8%200,9710.5%Finance
Walmart Inc. stock logo
WMT
Walmart
$36,900$1,246 -3.3%377,3710.5%Retail/Wholesale
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$36,739$415 -1.1%165,5860.5%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$36,583$793 -2.1%125,2100.5%Retail/Wholesale
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$36,184$329 -0.9%128,2840.5%Basic Materials
Waste Management, Inc. stock logo
WM
Waste Management
$35,928$348 -1.0%157,0160.5%Business Services
Booking Holdings Inc. stock logo
BKNG
Booking
$35,668$712 -2.0%6,1610.5%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$35,189$1,008 -2.8%220,9540.5%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$34,923$6,795 24.2%88,2720.5%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$33,740$1,168 3.6%144,8810.5%Multi-Sector Conglomerates
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$33,569$427 -1.3%132,5620.5%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$32,056$205 -0.6%217,2960.5%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$31,736$15,327 93.4%693,6910.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$31,339$729 2.4%430.4%Finance
Amgen Inc. stock logo
AMGN
Amgen
$30,818$1,147 -3.6%110,3760.4%Medical
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$30,361$70 -0.2%53,5960.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$29,755$391 -1.3%568,1700.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$29,654$1,402 5.0%585,1140.4%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$28,483$912 -3.1%601,9180.4%Finance
Chubb Limited stock logo
CB
Chubb
$28,286$540 1.9%97,6330.4%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$27,872$190 0.7%197,8710.4%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$27,051$275 1.0%200,6930.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$26,885$1,830 -6.4%69,2520.4%Industrials
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$24,922$2,378 10.5%127,5280.4%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$23,888$241 1.0%96,1930.3%ETF
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$23,306$1,224 -5.0%105,3350.3%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$22,755$1,610 -6.6%56,1220.3%Medical
Cummins Inc. stock logo
CMI
Cummins
$22,725$384 1.7%69,3870.3%Auto/Tires/Trucks
LABCORP HOLDINGS INC
$22,635$890 -3.8%86,2240.3%COM SHS
Fortinet, Inc. stock logo
FTNT
Fortinet
$22,580$2,007 9.8%213,5890.3%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$22,454$188 -0.8%264,7600.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$22,100$3,157 16.7%162,4840.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$22,100$138 0.6%510,7570.3%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$21,628$118 -0.5%199,2860.3%ETF
Packaging Corporation of America stock logo
PKG
Packaging Corporation of America
$21,4740.0%113,9520.3%Industrials
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$21,227$960 -4.3%458,5600.3%Medical
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$20,939$504 -2.3%229,4880.3%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$20,884$2,427 -10.4%252,0360.3%Manufacturing
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$20,756$366 -1.7%265,3880.3%Medical
American Express Company stock logo
AXP
American Express
$20,495$830 4.2%64,2510.3%Finance
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$20,110$176 -0.9%69,8300.3%Medical
TE CONNECTIVITY PLC
$20,069$514 -2.5%118,9790.3%ORD SHS
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$19,825$800 -3.9%63,5450.3%Medical
ASML Holding N.V. stock logo
ASML
ASML
$19,281$3,511 22.3%24,0590.3%Computer and Technology
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$19,074$4 0.0%863,0740.3%ETF
Pfizer Inc. stock logo
PFE
Pfizer
$18,043$713 4.1%744,3300.3%Medical
3M Company stock logo
MMM
3M
$17,890$57 0.3%117,5100.3%Multi-Sector Conglomerates

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