PEAPACK GLADSTONE FINANCIAL CORP

Est. AUM

$7.82B

13F long equity, this entity only

Positions

1,357

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIDELITY NATL FINL INC	COM SHS	$54.0M	1164774	0.69%	DFND
2	PACKAGING CORP AMER	COM	$23.2M	109224	0.30%	DFND
3	BLOOM ENERGY CORP	COM CL A	$22.1M	163349	0.28%	SOLE
4	VANGUARD INDEX FDS	MCAP VL IDXVIP	$17.1M	92529	0.22%	SOLE
5	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$13.4M	481843	0.17%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$10.9M	186747	0.14%	SOLE
7	APPLE INC	COM	$10.3M	40535	0.13%	OTR
8	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$10.0M	204777	0.13%	SOLE
9	JPMORGAN CHASE & CO	COM	$10.0M	33928	0.13%	OTR
10	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$9.7M	66342	0.12%	SOLE
11	VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$9.7M	77317	0.12%	SOLE
12	ISHARES TR	US SML CAP EQT	$9.3M	122879	0.12%	DFND
13	AON PLC	SHS CL A	$9.1M	28326	0.12%	DFND
14	EXXON MOBIL CORP	COM	$8.4M	49298	0.11%	OTR
15	ALPHABET INC	CAP STK CL A	$8.2M	28597	0.11%	OTR
16	REPUBLIC SVCS INC	COM	$8.1M	37055	0.10%	SOLE
17	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$7.7M	231834	0.10%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.8M	10503	0.09%	OTR
19	DOLLAR GEN CORP	COM	$6.6M	55650	0.08%	DFND
20	PIMCO ETF TR	ENHAN SHRT MA AC	$6.5M	64764	0.08%	SOLE
21	ASA GOLD AND PRECIOUS MTLS L	SHS	$6.4M	103770	0.08%	SOLE
22	MERCK & CO INC	COM	$6.4M	53166	0.08%	OTR
23	ISHARES TR	FLTG RATE NT ETF	$6.4M	125201	0.08%	SOLE
24	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$6.4M	16272	0.08%	SOLE
25	MICROSOFT CORP	COM	$6.3M	17025	0.08%	OTR
26	JOHNSON & JOHNSON	COM	$6.2M	25372	0.08%	OTR
27	COSTCO WHOLESALE CORPORATION	COM	$6.1M	6127	0.08%	OTR
28	SPOTIFY TECHNOLOGY S A	SHS	$6.1M	12505	0.08%	SOLE
29	VANECK ETF TRUST	SEMICONDUCTR ETF	$5.6M	14651	0.07%	SOLE
30	VANGUARD WORLD FD	COMM SRVC ETF	$5.6M	31138	0.07%	SOLE
31	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.3M	8930	0.07%	OTR
32	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$5.2M	65784	0.07%	SOLE
33	CHEVRON CORPORATION	COM	$5.2M	25018	0.07%	OTR
34	INVESCO QQQ TR	UNIT SER 1	$4.9M	8527	0.06%	OTR
35	MICROCHIP TECHNOLOGY INC.	COM	$4.8M	74210	0.06%	DFND
36	PROCTER & GAMBLE CO	COM	$4.8M	32908	0.06%	OTR
37	VANGUARD INDEX FDS	TOTAL STK MKT	$4.6M	14392	0.06%	DFND
38	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.5M	116665	0.06%	SOLE
39	CELESTICA INC	COM	$4.4M	15529	0.06%	SOLE
40	PEPSICO INC	COM	$4.3M	27618	0.05%	OTR
41	ELI LILLY & CO	COM	$4.3M	4653	0.05%	OTR
42	ASTRAZENECA PLC	ORD	$4.2M	21516	0.05%	DFND
43	CATERPILLAR INC	COM	$4.2M	5961	0.05%	OTR
44	ARROW ELECTRS INC	COM	$4.1M	28749	0.05%	DFND
45	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$4.0M	79559	0.05%	OTR
46	CAPITAL GROUP NEW GEOGRAPHY	SHS	$4.0M	126990	0.05%	SOLE
47	MCDONALDS CORP	COM	$4.0M	12764	0.05%	OTR
48	VISTRA CORP	COM	$3.9M	26069	0.05%	SOLE
49	ISHARES TR	0-3 MNTH TREASRY	$3.9M	38908	0.05%	OTR
50	JANUS DETROIT STR TR	HENDERSN SML ETF	$3.9M	48614	0.05%	DFND

1–50 of 651

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.