Peapack Gladstone Financial Corp

Investment Portfolio & 13F Holdings Analysis

About

PEAPACK GLADSTONE FINANCIAL CORP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 672 holdings worth $2.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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: 0001050743
Manager Name: Peapack Gladstone Financial Corp

Data Enrichment

82% identified

554 identified118 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

672 positions • $2,946.656K total value

672 positions

Manager:

SEC FilingSEC DataHachi Filing

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Apple Inc.

AAPL|037833100

595703(-4.3%)

Value:

$132.3M(-15.1%)

MICROSOFT CORP

MSFT|594918104

242760(-3.0%)

Value:

$91.1M(-13.6%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

104143(-1.4%)

Value:

$58.3M(-5.9%)

AMAZON COM INC

AMZN|023135106

293640(-4.5%)

Value:

$55.9M(-17.2%)

46436E718

540321(+10.7%)

Value:

$54.4M(+11.1%)

921937819

BIV|921937819

693337(+12.7%)

Value:

$53.1M(+15.4%)

JPMORGAN CHASE & CO

JPM|46625H100

212766(-1.7%)

Value:

$52.2M(+0.6%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

108615(-2.5%)

Value:

$50.9M(-10.6%)

VISA INC.

V|92826C839

135839(-5.6%)

Value:

$47.6M(+4.7%)

921937827

BSV|921937827

565967(+4.2%)

Value:

$44.3M(+5.5%)

81369Y407

201856(-2.0%)

Value:

$39.9M(-13.7%)

92204A702

VGT|92204A702

73282(-1.5%)

Value:

$39.7M(-14.1%)

464287655

IWM|464287655

198658(-2.7%)

Value:

$39.6M(-12.2%)

Meta Platforms, Inc.

META|30303M102

67621(-2.9%)

Value:

$39.0M(-4.4%)

Alphabet Inc.

GOOGL|02079K305

216819(-3.4%)

Value:

$33.5M(-21.1%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

41(-2.4%)

Value:

$32.7M(+14.5%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

55642(-1.1%)

Value:

$29.6M(+16.2%)

HOME DEPOT, INC.

HD|437076102

77823(-5.3%)

Value:

$28.5M(-10.8%)

922908363

VOO|922908363

55454(+9.3%)

Value:

$28.5M(+4.2%)

81369Y605

564250(-3.6%)

Value:

$28.1M(-0.6%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	595.7K	QoQ -4.33% (-27.0K) YoY -9.72% (-64.1K)	All Managers (Combined)	$132.3M	QoQ -15.13% (-$24) YoY +16.94% (-$19)
Microsoft Corp(MSFTcusip594918104)	242.8K	QoQ -2.96% (-7.4K) YoY -2.29% (-5.7K)	All Managers (Combined)	$91.1M	QoQ -13.58% (-$14) YoY -12.82% (-$13)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	104.1K	QoQ -1.37% (-1.4K) YoY -2.87% (-3.1K)	All Managers (Combined)	$58.3M	QoQ -5.86% (-$4) YoY +3.86% (-$2)
Amazon Com Inc(AMZNcusip023135106)	293.6K	QoQ -4.50% (-13.9K) YoY -4.94% (-15.3K)	All Managers (Combined)	$55.9M	QoQ -17.18% (-$12) YoY +0.25% (-$0)
(cusip46436E718)✕	540.3K	QoQ +10.72% (+52.4K) YoY +96.04% (+264.7K)	All Managers (Combined)	$54.4M	QoQ +11.11% (+$5) YoY +95.96% (+$27)
(BIVcusip921937819)	693.3K	QoQ +12.65% (+77.9K) YoY +106.79% (+358.1K)	All Managers (Combined)	$53.1M	QoQ +15.42% (+$7) YoY +110.00% (+$28)
Jpmorgan Chase & Co(JPMcusip46625H100)	212.8K	QoQ -1.71% (-3.7K) YoY -3.16% (-7.0K)	All Managers (Combined)	$52.2M	QoQ +0.57% (-$0) YoY +18.59% (-$8)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	108.6K	QoQ -2.48% (-2.8K) YoY -2.76% (-3.1K)	All Managers (Combined)	$50.9M	QoQ -10.55% (-$6) YoY +2.68% (-$1)
Visa Inc.(Vcusip92826C839)	135.8K	QoQ -5.60% (-8.1K) YoY -7.94% (-11.7K)	All Managers (Combined)	$47.6M	QoQ +4.67% (-$2) YoY +15.59% (-$6)
(BSVcusip921937827)	566.0K	QoQ +4.18% (+22.8K) YoY +43.80% (+172.4K)	All Managers (Combined)	$44.3M	QoQ +5.55% (+$2) YoY +46.81% (+$14)
(cusip81369Y407)✕	201.9K	QoQ -1.99% (-4.1K) YoY -4.76% (-10.1K)	All Managers (Combined)	$39.9M	QoQ -13.73% (-$6) YoY +2.26% (-$1)
(VGTcusip92204A702)	73.3K	QoQ -1.49% (-1.1K) YoY -3.18% (-2.4K)	All Managers (Combined)	$39.7M	QoQ -14.08% (-$7) YoY +0.14% (-$0)
(IWMcusip464287655)	198.7K	QoQ -2.73% (-5.6K) YoY -10.03% (-22.2K)	All Managers (Combined)	$39.6M	QoQ -12.18% (-$5) YoY -14.65% (-$7)
Meta Platforms, Inc.(METAcusip30303M102)	67.6K	QoQ -2.90% (-2.0K) YoY -6.44% (-4.7K)	All Managers (Combined)	$39.0M	QoQ -4.42% (-$2) YoY +11.04% (-$4)
Alphabet Inc.(GOOGLcusip02079K305)	216.8K	QoQ -3.42% (-7.7K) YoY -1.06% (-2.3K)	All Managers (Combined)	$33.5M	QoQ -21.11% (-$9) YoY +1.36% (-$0)
Berkshire Hathaway Inc(BRK-Acusip084670108)	41	QoQ -2.38% (-1) YoY -2.38% (-1)	All Managers (Combined)	$32.7M	QoQ +14.46% (-$4) YoY +22.85% (-$6)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	55.6K	QoQ -1.06% (-599) YoY -5.19% (-3.0K)	All Managers (Combined)	$29.6M	QoQ +16.24% (-$4) YoY +20.08% (-$5)
Home Depot, Inc.(HDcusip437076102)	77.8K	QoQ -5.32% (-4.4K) YoY -5.79% (-4.8K)	All Managers (Combined)	$28.5M	QoQ -10.79% (-$3) YoY -9.99% (-$3)
(VOOcusip922908363)	55.5K	QoQ +9.26% (+4.7K) YoY +105.52% (+28.5K)	All Managers (Combined)	$28.5M	QoQ +4.21% (+$1) YoY +119.72% (+$16)
(cusip81369Y605)✕	564.3K	QoQ -3.57% (-20.9K) YoY -5.52% (-33.0K)	All Managers (Combined)	$28.1M	QoQ -0.62% (-$0) YoY +11.72% (-$3)