Peapack-Gladstone-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  "MMSI",
  "RGEN",
  "ITRI",
  "FLEX",
  "MPWR",
  "GDX",
  "NTR",
  "AGI.TO",
  "AES",
  "ARW",
  "IMO",
  "PCG",
  "AWR",
  "FTI",
  "SNOW",
  "MU",
  "NVG",
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  null,
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "SBR",
  "MTSI",
  "JLL",
  null,
  "FIZZ",
  "ALL",
  null,
  "GOOGL",
  "AVT",
  "VDE",
  "AXP",
  "ANIP",
  "AIG",
  "ACA",
  "ASML",
  "T",
  "BLK",
  "GLTR",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CP.TO",
  "WRB",
  null,
  "BSX",
  null,
  null,
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  "DUK",
  "D",
  "PFS",
  "ESS",
  "EHC",
  null,
  null,
  "UTG",
  "RL",
  null,
  "FG",
  "FRT",
  null,
  "SFBS",
  "EOG",
  "SIGI",
  "UMH",
  null,
  null,
  null,
  null,
  "USAC",
  "MUJ",
  "DMLP",
  "GD",
  "IREN",
  "GILD",
  "GIS",
  "AMRX",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  null,
  null,
  "MCD",
  "INTU",
  "FMX",
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  "HURN",
  "BTO",
  "LEN",
  "ITW",
  "INGR",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "NXJ",
  "ONDS",
  "NRT",
  "PGC",
  "IVW",
  "IJH",
  null,
  "MCRB",
  null,
  null,
  "TRN",
  null,
  null,
  null,
  "IQV",
  "RMT",
  null,
  "ASA",
  null,
  null,
  "KGC",
  "KMI",
  "LHX",
  "LRCX",
  "LAZ",
  "ICF",
  "IWS",
  null,
  "LIN",
  "PCN",
  null,
  "MCR",
  "SCHY",
  "L",
  null,
  "ERC",
  "GGT",
  "VTN",
  "MPC",
  "MMC",
  "MRVL",
  null,
  "MA",
  "RTO",
  "MDT",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MS",
  "TMUS",
  "NDAQ",
  "EQIX",
  "EXC",
  "FTV",
  "GE",
  "GPC",
  "HQY",
  "NTRS",
  "HIG",
  "HES",
  "HRL",
  "NVS",
  "HOV",
  "OXY",
  null,
  "ORLY",
  "WIW",
  "EMN",
  "ADM",
  null,
  null,
  "AER",
  "BX",
  "HSY",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  "PAYX",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  null,
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  null,
  "MKC",
  "AMGN",
  "PKG",
  "MSTR",
  null,
  "DGX",
  "PPG",
  "REGN",
  "FNDX",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "BP",
  "AMT",
  "RSG",
  null,
  null,
  null,
  "IBM",
  null,
  "SYK",
  "SBUX",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "TSN",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "SCHW",
  "MNST",
  "PPC",
  "ALC",
  null,
  null,
  "STAG",
  null,
  "VWO",
  null,
  "VSS",
  null,
  "IWV",
  null,
  null,
  "NJR",
  null,
  "PRF",
  "VCIT",
  null,
  null,
  null,
  "VIG",
  "TTE",
  null,
  "AGO",
  "TEF",
  "MMT",
  "TXT",
  "AEF",
  "EVN",
  "TSCO",
  "IWO",
  "XLB",
  "MTD",
  "IWN",
  "GOGO",
  "SNY",
  null,
  "TSM",
  "IT",
  "GSK",
  "GPN",
  "GFI",
  null,
  null,
  null,
  "ETR",
  "GPI",
  "VTR",
  "VYM",
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "SRPT",
  "ARE",
  "ADSK",
  "AON",
  "GM",
  "HAL",
  "SF",
  "AVY",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "SDY",
  "FI",
  "CPAY",
  "DOV",
  "TAP",
  "IP",
  "F",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "EFX",
  "IR",
  "VLY",
  "CAH",
  "AEP",
  "BKR",
  "FTRE",
  "IPG",
  "EEFT",
  null,
  null,
  "PEG",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  null,
  null,
  "IVE",
  "LCID",
  null,
  null,
  "ACIW",
  null,
  null,
  null,
  "EGP",
  "HDB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  null,
  "USB",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "BLV",
  null,
  "VOOV",
  null,
  "VOOG",
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VUSB",
  "VLTO",
  "VTV",
  "VEEV",
  "V",
  "VICI",
  "WMT",
  "WES",
  "WDC",
  "WFC",
  "WAL",
  "WELL",
  "WSM",
  "WMB",
  null,
  "WH",
  "WDAY",
  "YUM",
  "XYL",
  "ZBRA",
  "SOLV",
  null,
  null,
  null,
  "DY",
  "GRMN",
  "PTC",
  "FNF",
  "FR",
  "AEM",
  null,
  "SCHD",
  "ET",
  "BIIB",
  null,
  "DVY",
  "CHKP",
  "SCHF",
  "SCHA",
  "MSCI",
  "NSC",
  "KEY",
  "INFY",
  null,
  "JCI",
  "LH",
  "MFC",
  "KDP",
  "MGM",
  null,
  "SO",
  "SJM",
  "TRMB",
  "PPL",
  "PFGC",
  "TGNA",
  "OTIS",
  "PSX",
  "CRM",
  "SWKS",
  null,
  "SCI",
  "TDY",
  "SUI",
  "SYY",
  "DIA",
  null,
  "HALO",
  "IUSV",
  "GEV",
  "MELI",
  "OLED",
  "ZBH",
  "MCK",
  "HESM",
  null,
  "EXR",
  "GWW",
  null,
  "PSA",
  "SYF",
  "NUE",
  "NRG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "KMB",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "BAC",
  null,
  "BBVA",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BDC",
  "BHP",
  "BBY",
  "BE",
  "BA",
  "BAH",
  "SAM",
  "BWA",
  "BMY",
  "BIP",
  "CACI",
  "BXP",
  "CNI",
  "CNNE",
  "CARR",
  "CBRE",
  "CNP",
  "CHE",
  "CVX",
  null,
  "LNG",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "KO",
  "CMA",
  "COIN",
  "CLBK",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "CPRT",
  "CDP",
  "ED",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DDOG",
  "DE",
  "DVN",
  "FANG",
  null,
  null,
  "DFAC",
  "DFS",
  "DLR",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "AWK",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 672
Total Value: 2946656
Accession Number: 0001050743-25-000005
Form Type: 13F-HR
CIK: peapack-gladstone-financial
Manager Name: Peapack-Gladstone-Financial

Data Enrichment

82% identified

554 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

672 positions • $2.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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CARRIER GLOBAL Corp

CARR|14448C104

Shares:40.8K

Value:$2.6M

% of Portfolio:87.9% ($2.6M/$2.9M)

ONEOK INC /NEW/

OKE|682680103

Shares:25.6K

Value:$2.5M

% of Portfolio:86.3% ($2.5M/$2.9M)

REALTY INCOME CORP

O|756109104

Shares:43.7K

Value:$2.5M

% of Portfolio:86.1% ($2.5M/$2.9M)

UNITED RENTALS, INC.

URI|911363109

Shares:4.0K

Value:$2.5M

% of Portfolio:85.4% ($2.5M/$2.9M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:4.7K

Value:$2.5M

% of Portfolio:85.4% ($2.5M/$2.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:41.7K

Value:$2.5M

% of Portfolio:84.9% ($2.5M/$2.9M)

Duke Energy CORP

DUK|26441C204

Shares:20.5K

Value:$2.5M

% of Portfolio:84.9% ($2.5M/$2.9M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:59.7K

Value:$2.5M

% of Portfolio:84.6% ($2.5M/$2.9M)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

Shares:46.0K

Value:$2.5M

% of Portfolio:84.3% ($2.5M/$2.9M)

FISERV INC

FI|337738108

Shares:11.1K

Value:$2.5M

% of Portfolio:83.5% ($2.5M/$2.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:33.8K

Value:$2.4M

% of Portfolio:82.3% ($2.4M/$2.9M)

808524797

SCHD|808524797

Shares:86.2K

Value:$2.4M

% of Portfolio:81.8% ($2.4M/$2.9M)

464288836

Shares:34.1K

Value:$2.4M

% of Portfolio:81.7% ($2.4M/$2.9M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:21.5K

Value:$2.4M

% of Portfolio:80.6% ($2.4M/$2.9M)

46138E784

Shares:117.3K

Value:$2.4M

% of Portfolio:80.3% ($2.4M/$2.9M)

46434V878

Shares:46.7K

Value:$2.4M

% of Portfolio:80.3% ($2.4M/$2.9M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:67.9K

Value:$2.3M

% of Portfolio:78.6% ($2.3M/$2.9M)

464287721

Shares:16.5K

Value:$2.3M

% of Portfolio:78.5% ($2.3M/$2.9M)

921937793

BLV|921937793

Shares:32.8K

Value:$2.3M

% of Portfolio:78.3% ($2.3M/$2.9M)

92206C870

VCIT|92206C870

Shares:28.1K

Value:$2.3M

% of Portfolio:77.9% ($2.3M/$2.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARRIER GLOBAL Corp(CARRcusip14448C104)	40.8K	QoQ +7.60% (-2.9K) YoY +18.83% (+6.5K)	All Managers (Combined)	$2.6M	87.9% ($2.6M/$2.9M)	QoQ -0.03% (-$0) YoY +29.69% (+$1)
ONEOK INC /NEW/(OKEcusip682680103)	25.6K	QoQ -0.74% (-192) YoY -6.48% (-1.8K)	All Managers (Combined)	$2.5M	86.3% ($2.5M/$2.9M)	QoQ -1.89% (-$0) YoY +15.75% (-$0)
REALTY INCOME CORP(Ocusip756109104)	43.7K	QoQ -4.37% (-2.0K) YoY -0.47% (-211)	All Managers (Combined)	$2.5M	86.1% ($2.5M/$2.9M)	QoQ +3.88% (-$0) YoY +6.72% (-$0)
UNITED RENTALS, INC.(URIcusip911363109)	4.0K	QoQ -15.50% (-737) YoY -18.70% (-924)	All Managers (Combined)	$2.5M	85.4% ($2.5M/$2.9M)	QoQ -24.82% (-$1) YoY -29.36% (-$1)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	4.7K	QoQ -1.29% (-62) YoY +28.98% (+1.1K)	All Managers (Combined)	$2.5M	85.4% ($2.5M/$2.9M)	QoQ -7.56% (-$0) YoY +23.63% (+$0)
ALTRIA GROUP, INC.(MOcusip02209S103)	41.7K	QoQ -20.48% (-10.7K) YoY -35.61% (-23.1K)	All Managers (Combined)	$2.5M	84.9% ($2.5M/$2.9M)	QoQ -8.71% (-$0) YoY -11.42% (-$0)
Duke Energy CORP(DUKcusip26441C204)	20.5K	QoQ -1.36% (-283) YoY -3.70% (-790)	All Managers (Combined)	$2.5M	84.9% ($2.5M/$2.9M)	QoQ +11.70% (-$0) YoY +21.46% (-$0)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	59.7K	QoQ -62.53% (-99.6K) YoY -61.10% (-93.7K)	All Managers (Combined)	$2.5M	84.6% ($2.5M/$2.9M)	QoQ -59.14% (-$4) YoY -70.33% (-$6)
FIRST INDUSTRIAL REALTY TRUST INC(FRcusip32054K103)	46.0K	QoQ -2.40% (-1.1K) YoY -2.86% (-1.4K)	All Managers (Combined)	$2.5M	84.3% ($2.5M/$2.9M)	QoQ +5.03% (-$0) YoY -0.24% (-$0)
FISERV INC(FIcusip337738108)	11.1K	QoQ +2.92% (+317) YoY +42.05% (+3.3K)	All Managers (Combined)	$2.5M	83.5% ($2.5M/$2.9M)	QoQ +10.66% (+$0) YoY +96.09% (+$1)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	33.8K	QoQ -11.76% (-4.5K) YoY -24.22% (-10.8K)	All Managers (Combined)	$2.4M	82.3% ($2.4M/$2.9M)	QoQ -9.81% (-$0) YoY -6.15% (-$0)
(SCHDcusip808524797)	86.2K	QoQ +2.69% (+2.3K) YoY +297.09% (+64.5K)	All Managers (Combined)	$2.4M	81.8% ($2.4M/$2.9M)	QoQ +5.10% (+$0) YoY +37.69% (+$1)
(cusip464288836)✕	34.1K	QoQ -9.23% (-3.5K) YoY -23.18% (-10.3K)	All Managers (Combined)	$2.4M	81.7% ($2.4M/$2.9M)	QoQ -2.55% (-$0) YoY -20.14% (-$1)
CONSOLIDATED EDISON INC(EDcusip209115104)	21.5K	QoQ +0.40% (+87) YoY +3.00% (+627)	All Managers (Combined)	$2.4M	80.6% ($2.4M/$2.9M)	QoQ +24.41% (+$0) YoY +25.46% (+$0)
(cusip46138E784)✕	117.3K	QoQ NEW(+117.3K) YoY NEW(+117.3K)	All Managers (Combined)	$2.4M	80.3% ($2.4M/$2.9M)	QoQ NEW(+$2) YoY NEW(+$2)
(cusip46434V878)✕	46.7K	QoQ -11.79% (-6.2K) YoY -46.64% (-40.8K)	All Managers (Combined)	$2.4M	80.3% ($2.4M/$2.9M)	QoQ -11.32% (-$0) YoY -46.50% (-$2)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	67.9K	QoQ -1.59% (-1.1K) YoY -0.71% (-489)	All Managers (Combined)	$2.3M	78.6% ($2.3M/$2.9M)	QoQ +7.16% (-$0) YoY +16.14% (-$0)
(cusip464287721)✕	16.5K	QoQ -8.22% (-1.5K) YoY -19.06% (-3.9K)	All Managers (Combined)	$2.3M	78.5% ($2.3M/$2.9M)	QoQ -19.20% (-$1) YoY -15.82% (-$0)
(BLVcusip921937793)	32.8K	QoQ +424.93% (+26.5K) YoY NEW(+32.8K)	All Managers (Combined)	$2.3M	78.3% ($2.3M/$2.9M)	QoQ +440.51% (+$2) YoY NEW(+$2)
(VCITcusip92206C870)	28.1K	QoQ +11.02% (+2.8K) YoY +25.88% (+5.8K)	All Managers (Combined)	$2.3M	77.9% ($2.3M/$2.9M)	QoQ +13.00% (+$0) YoY +27.87% (+$1)