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Latest PEAPACK GLADSTONE FINANCIAL CORP Stock Portfolio

$7.82Billion | No. of Holdings #649

PEAPACK GLADSTONE FINANCIAL CORP Performance

2026 Q1-1.71%
YTD-1.71%
2025+15.01%

About PEAPACK GLADSTONE FINANCIAL CORP and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, PEAPACK GLADSTONE FINANCIAL CORP reported an equity portfolio of $7.8 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of PEAPACK GLADSTONE FINANCIAL CORP are AAPL, GOOG, QQQ. The fund has invested 4.3% of it's portfolio in APPLE INC and 2.9% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), ISHARES TR (AGT) and NATIONAL BEVERAGE CORP (FIZZ) stocks. They significantly reduced their stock positions in FIRST SOLAR INC (FSLR), TRACTOR SUPPLY CO (TSCO) and DIMENSIONAL ETF TRUST (DFAC). PEAPACK GLADSTONE FINANCIAL CORP opened new stock positions in ASTRAZENECA PLC, VISTRA CORP (VST) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to GALLAGHER ARTHUR J & CO (AJG), FIFTH THIRD BANCORP (FITB) and BEYOND MEAT INC (BYND).
PEAPACK GLADSTONE FINANCIAL CORP Equity Portfolio Value
Last Reported on: 15 May, 2026
$7.82Billion
  as of May 15, 2026

PEAPACK GLADSTONE FINANCIAL CORP Annual Return Estimates Vs S&P 500

Our best estimate is that PEAPACK GLADSTONE FINANCIAL CORP made a return of -1.71% in the last quarter. In trailing 12 months, it's portfolio return was 15.25%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astrazeneca plc14,251,000
vistra corp3,919,000
ishares inc1,688,000
waters corp1,673,000
oracle corp720,000
ishares tr653,000
vanguard mun bd fds627,000
xcel energy inc564,000
New stocks bought by PEAPACK GLADSTONE FINANCIAL CORP

Additions

Ticker% Inc.
gallagher arthur j & co537
fifth third bancorp470
vanguard intl equity index f234
skyworks solutions inc212
servicenow inc207
american centy etf tr158
diamondback energy inc125
vanguard world fd86.78
Additions to existing portfolio by PEAPACK GLADSTONE FINANCIAL CORP

Reductions

Ticker% Reduced
first solar inc-84.82
tractor supply co-68.24
dimensional etf trust-63.94
crown castle inc-39.14
zoetis inc-36.98
solstice advanced matls inc-35.8
equinix inc-35.35
ford mtr co-34.00
PEAPACK GLADSTONE FINANCIAL CORP reduced stake in above stock

Sold off

None of the stocks were completely sold off by PEAPACK GLADSTONE FINANCIAL CORP

Sector Distribution

PEAPACK GLADSTONE FINANCIAL CORP has about 40.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Utilities
  • Basic Materials
Sector%
Others40.5
Technology13.1
Financial Services8.2
Industrials7.8
Healthcare7
Communication Services6.4
Consumer Cyclical5.8
Consumer Defensive4.1
Energy3.1
Utilities1.6
Basic Materials1.2

Market Cap. Distribution

PEAPACK GLADSTONE FINANCIAL CORP has about 58.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED40.5
MEGA-CAP35.4
LARGE-CAP23.3

Stocks belong to which Index?

About 57.3% of the stocks held by PEAPACK GLADSTONE FINANCIAL CORP either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50057.3
Others41.9
Top 5 Winners (%)%
DOW
dow hldgs inc
67.3 %
OXY
occidental pete corp
58.3 %
WDC
western digital corp
54.9 %
CIEN
ciena corp
52.4 %
BE
bloom energy corp
51.6 %
Top 5 Winners ($)$
XOM
exxon mobil corp
35.0 M
AMAT
applied matls inc
19.7 M
CVX
chevron corporation
18.6 M
JNJ
johnson & johnson
15.9 M
COST
costco wholesale corporation
10.8 M
Top 5 Losers (%)%
fortrea hldgs inc
-44.0 %
SF
stifel finl corp
-36.6 %
IT
gartner inc
-36.5 %
CSGP
costar group inc
-36.4 %
INTU
intuit
-32.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-55.3 M
AAPL
apple inc
-24.5 M
GOOG
alphabet inc
-20.2 M
JPM
jpmorgan chase & co
-15.8 M
ORCL
oracle corp
-13.2 M

PEAPACK GLADSTONE FINANCIAL CORP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PEAPACK GLADSTONE FINANCIAL CORP

PEAPACK GLADSTONE FINANCIAL CORP has 649 stocks in it's portfolio. About 22.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for PEAPACK GLADSTONE FINANCIAL CORP last quarter.

$7.77BTotal Value
500Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of PEAPACK GLADSTONE FINANCIAL CORP, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.36%266,664
$28.31M
0.36%
increased 9.65 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.2%145,078
$15.45M
0.2%
increased 42.96 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.1%250,629
$7.60M
0.1%
decreased 3.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.06%87,719
$4.68M
0.06%
decreased 3.51 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.04%31,159
$2.70M
0.04%
decreased 0.97 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.03%51,152
$2.14M
0.03%
decreased 5.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.02%34,002
$1.79M
0.02%
decreased 27.27 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.02%16,591
$1.56M
0.02%
decreased 1.5 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.01%10,101
$1.13M
0.01%
decreased 10.05 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.01%11,245
$836.0K
0.01%
increased 14.22 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.01%9,740
$653.0K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.01%7,945
$623.0K
0.01%
decreased 1.06 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.17%178,607
$13.48M
0.17%
increased 25.62 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.14%234,928
$11.28M
0.14%
increased 10.12 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PEAPACK GLADSTONE FINANCIAL CORP's holding in Ishares Tr over time
0.02%30,581
$1.55M
0.02%
decreased 4.37 percentreduced