Peapack Gladstone Financial Corp.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Peapack Gladstone Financial Corp. reported 695 stock positions worth $6.4 billion. Its top holding was Apple (AAPL) at 4.2% of the portfolio, followed by Microsoft (MSFT, 3.4%) and Invesco QQQ Trust Series 1 (QQQ, 2.4%). Compared with Q4 2023, it opened 28 new positions, sold out of 28, added to 210 and reduced 368. The biggest buy was Merck (MRK, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001050743
- Portfolio Value
- $6.4B (Q1 2024)
- SEC Filing
- 0001050743-24-000005 ↗ filed May 10, 2024
Holdings Value
Holdings 695 stocks · $6.4B
| AAPL Apple Inc. | 4.25% | 1,584,495 | $271.7M | Reduce -1.4% |
| MSFT Microsoft Corp. | 3.38% | 513,883 | $216.2M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 2.41% | 346,557 | $153.9M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 2.01% | 850,248 | $128.3M | Add +0.7% |
| JPM JPMorgan Chase & Co. | 1.99% | 636,240 | $127.4M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 210,065 | $109.9M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 1.53% | 204,212 | $98.2M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 1.51% | 533,786 | $96.3M | Add +1.6% |
| MRK Merck & Co. Inc. | 1.47% | 711,347 | $93.9M | Add +2.0% |
| XOM Exxon Mobil Corp. | 1.39% | 764,408 | $88.9M | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.30% | 363,647 | $83.1M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 1.28% | 537,941 | $81.9M | Reduce -0.2% |
| HD Home Depot Inc. | 1.25% | 207,789 | $79.7M | Reduce -2.5% |
| PEP Pepsico Inc. | 1.15% | 420,822 | $73.6M | Add +1.8% |
| JNJ Johnson & Johnson | 1.15% | 463,494 | $73.3M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 1.12% | 97,971 | $71.8M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 166,874 | $70.2M | Add +1.1% |
| V Visa Inc. Class A | 1.05% | 240,549 | $67.1M | Add +0.5% |
| UNP Union Pacific Corp. | 1.00% | 260,860 | $64.2M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.99% | 130,437 | $63.3M | Reduce -3.5% |
| FNF Fidelity National Financial | 0.99% | 1,186,830 | $63.0M | Reduce -0.2% |
| BSV Vanguard Short-Term Bond ETF | 0.95% | 794,265 | $60.9M | Add +4.2% |
| LLY Eli Lilly & Co. | 0.94% | 77,157 | $60.0M | Reduce -1.2% |
| CVX Chevron Corp. | 0.89% | 360,336 | $56.8M | Reduce -0.4% |
| BLK BlackRock Finance Inc. | 0.87% | 66,483 | $55.4M | Add +0.5% |
| SGOV iShares 0-3 Month Treasury B | 0.85% | 542,094 | $54.6M | Add +4.4% |
| AMAT Applied Materials Inc. | 0.85% | 263,501 | $54.3M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.84% | 214,479 | $53.6M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 1,208,960 | $50.5M | Add +11.4% |
| PG The Procter & Gamble Co. | 0.78% | 309,224 | $50.2M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 0.76% | 230,815 | $48.5M | Reduce -1.8% |
| IJR iShares Core S&P Small-Cap E | 0.72% | 416,475 | $46.0M | Add +5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.72% | 452,252 | $45.9M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 0.70% | 896,434 | $45.0M | Add +6.6% |
| BIV Vanguard Intermediate-Term B | 0.69% | 587,880 | $44.3M | Add +21.3% |
| VGT Vanguard Info Tech ETF | 0.65% | 78,972 | $41.4M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 335,770 | $41.1M | Add +0.9% |
| QCOM Qualcomm Inc. | 0.64% | 241,059 | $40.8M | Add +0.7% |
| ADP Automatic Data Processing | 0.63% | 161,511 | $40.3M | Add +5.2% |
| XLY SS Consumer Disc Select Sect | 0.63% | 218,729 | $40.2M | Add +0.0% |
| ORCL Oracle Corp. | 0.62% | 315,572 | $39.6M | Add +1.3% |
| VGK Vanguard Ftse Europe ETF | 0.62% | 587,003 | $39.5M | Reduce -1.2% |
| GD General Dynamics Corp. | 0.60% | 136,975 | $38.7M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.60% | 151,144 | $38.5M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.59% | 133,135 | $37.5M | Reduce -4.3% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 63,292 | $36.8M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.57% | 732,793 | $36.6M | Add +0.1% |
| ABBV Abbvie Inc. | 0.56% | 198,443 | $36.1M | Reduce -0.3% |
| WM Waste Management Inc. | 0.55% | 166,449 | $35.5M | Reduce -1.1% |
| PNC PNC Financial Services Group | 0.54% | 215,315 | $34.8M | Add +2.0% |
| UNH Unitedhealth Group Inc. | 0.54% | 70,070 | $34.7M | Add +9.0% |
| AMGN Amgen Inc. | 0.51% | 113,633 | $32.3M | Add +3.8% |
| MDY State Street SPDR S&P Midcap | 0.50% | 57,271 | $31.9M | Reduce -3.3% |
| BMY Bristol-Myers Squibb Co. | 0.49% | 578,783 | $31.4M | Reduce -3.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 162,755 | $31.1M | Add +2.0% |
| APD Air Products & Chemicals Inc. | 0.48% | 126,894 | $30.7M | Reduce -10.6% |
| NEE Nextera Energy Inc. | 0.48% | 477,350 | $30.5M | Reduce -4.0% |
| CAT Caterpillar Inc. | 0.47% | 81,245 | $29.8M | Reduce -0.5% |
| XLV SS Health Care Select Sector | 0.46% | 198,968 | $29.4M | Add +0.7% |
| VHT Vanguard Health Care ETF | 0.46% | 107,781 | $29.2M | Add +0.5% |
| RTX RTX Corp. | 0.46% | 298,873 | $29.1M | Add +0.8% |
| HON Honeywell International Inc. | 0.45% | 140,400 | $28.8M | Add +4.8% |
| XLI SS Industrial Select Sector | 0.45% | 228,149 | $28.7M | Add +1.1% |
| VNQ Vanguard Real Estate ETF | 0.45% | 331,693 | $28.7M | Add +9.4% |
| TT Trane Technologies PLC | 0.44% | 94,763 | $28.4M | Reduce -3.5% |
| XLK SS Technology Select Sector | 0.44% | 136,420 | $28.4M | Add +1.7% |
| NVDA Nvidia Corp. | 0.43% | 30,639 | $27.7M | Add +1.0% |
| XLE SS Energy Select Sector | 0.43% | 289,380 | $27.3M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 43 | $27.3M | Reduce -8.5% |
| SYK Stryker Corp. | 0.42% | 75,945 | $27.2M | Reduce -1.3% |
| WMT Walmart Inc. | 0.41% | 440,274 | $26.5M | Reduce -0.7% |
| DHR Danaher Corp. | 0.41% | 105,913 | $26.4M | Reduce -1.7% |
| CB Chubb Ltd. | 0.41% | 101,557 | $26.3M | Add +0.6% |
| XLF SS Financial Select Sector | 0.40% | 608,680 | $25.6M | Add +2.2% |
| BKNG Booking Holdings Inc. | 0.40% | 7,027 | $25.5M | Add +0.9% |
| PKG Packaging Corp. of America | 0.39% | 131,847 | $25.0M | No change |
| BDX Becton Dickinson and Co. | 0.38% | 99,222 | $24.6M | Reduce -1.9% |
| AVY Avery Dennison Corp. | 0.38% | 109,808 | $24.5M | Reduce -0.3% |
| RSP Invesco S&P 500 Equal Weight | 0.38% | 144,191 | $24.4M | Add +6.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 641,836 | $24.3M | Reduce -1.1% |
| IVV iShares Core S&P 500 ETF | 0.38% | 46,014 | $24.2M | Add +27.5% |
| CVS CVS Health Corp. | 0.38% | 303,002 | $24.2M | Reduce -6.0% |
| CMI Cummins Inc. | 0.36% | 77,759 | $22.9M | Add +6.8% |
| VZ Verizon Communications Inc. | 0.36% | 545,380 | $22.9M | Add +0.5% |
| PGC Peapack Gladstone Finl Corp. | 0.35% | 926,920 | $22.6M | Add +1.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 272,322 | $22.3M | Add +1.6% |
| JPST JPMorgan Ultra-Short Income | 0.34% | 436,736 | $22.0M | Add +1.6% |
| MLM Martin Marietta Materials | 0.34% | 35,290 | $21.7M | Add +0.6% |
| TEL Te Connectivity Ltd. | 0.33% | 143,911 | $20.9M | Add +4.8% |
| INTC Intel Corp. | 0.33% | 472,910 | $20.9M | Reduce -3.5% |
| SCHW Schwab (charles) Corp. | 0.33% | 288,681 | $20.9M | Reduce -2.1% |
| LH Laboratory CRP of Amer Hldgs | 0.32% | 93,612 | $20.5M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 0.30% | 101,348 | $18.9M | Add +0.1% |
| ACN Accenture PLC Class A | 0.29% | 53,886 | $18.7M | Add +1.4% |
| CHKP Check Point Software Tech | 0.28% | 107,838 | $17.7M | Add +1.6% |
| SCHF Schwab Intl Equity ETF | 0.28% | 451,895 | $17.6M | Add +0.1% |
| NUE Nucor Corp. | 0.27% | 88,023 | $17.4M | Reduce -2.3% |
| FDX FedEx Corp. | 0.27% | 59,324 | $17.2M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.26% | 273,839 | $16.8M | Reduce -0.7% |
| XLC SS Comm Select Sector SPDR | 0.26% | 204,080 | $16.7M | Add +3.1% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.4% | 4.25% | −0.96 |
| APD Air Products & Chemicals Inc. | Reduce -10.6% | 0.48% | −0.17 |
| BA The Boeing Co. | Reduce -9.7% | 0.25% | −0.15 |
| MCD McDonald's Corp. | Reduce -4.3% | 0.59% | −0.11 |
| JNJ Johnson & Johnson | Reduce -1.1% | 1.15% | −0.09 |
| INTC Intel Corp. | Reduce -3.5% | 0.33% | −0.09 |
| CVS CVS Health Corp. | Reduce -6.0% | 0.38% | −0.05 |
| AMT American Tower Corp. | Reduce -7.9% | 0.17% | −0.05 |
| ADBE Adobe Inc. | Reduce -1.4% | 0.15% | −0.04 |
| ROK Rockwell Automation Inc. | Reduce -2.8% | 0.23% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -28.0% | 0.08% | −0.04 |
| FNF Fidelity National Financial | Reduce -0.2% | 0.99% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -1.8% | 0.76% | −0.03 |
| NKE Nike Inc. Class B | Reduce -8.1% | 0.10% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.3% | 0.25% | −0.03 |
| TSLA Tesla Inc. | Reduce -10.2% | 0.05% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -29.1% | 0.06% | −0.03 |
| STE Steris PLC | Reduce -18.7% | 0.11% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -4.0% | 0.48% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -1.9% | 0.38% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.9% | 0.49% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -9.1% | 0.17% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -4.7% | 0.20% | −0.03 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.2% | 0.62% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -4.6% | 0.12% | −0.03 |
| MMM 3M Co. | Reduce -0.3% | 0.19% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -10.2% | 0.12% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -1.1% | 0.21% | −0.02 |
| BE Bloom Energy Corp. Class A | Reduce -1.5% | 0.05% | −0.02 |
| EL Estee Lauder Companies Class A | Reduce -61.2% | 0.01% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -3.5% | 1.53% | −0.02 |
| CVX Chevron Corp. | Reduce -0.4% | 0.89% | −0.02 |
| ICSH iShares Ultra Short Duration | Reduce -16.7% | 0.07% | −0.02 |
| UWM Proshares Ultra RUSSELL2000 | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -6.9% | 0.20% | −0.02 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.02 |
| DE Deere & Co. | Reduce -6.5% | 0.15% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -6.8% | 0.13% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -3.9% | 0.14% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -5.0% | 0.16% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -4.7% | 0.14% | −0.02 |
| PM Philip Morris International | Reduce -2.0% | 0.13% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -42.5% | 0.02% | −0.02 |
| VICI Vici Properties Inc. | Reduce -3.6% | 0.08% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -2.9% | 0.16% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -2.1% | 0.33% | −0.01 |
| CSX CSX Corp. | Reduce -13.2% | 0.09% | −0.01 |
| VLTO Veralto Corp. | Reduce -39.1% | 0.02% | −0.01 |
| BX Blackstone Inc. | Reduce -2.1% | 0.15% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -21.1% | 0.04% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| MRK Merck & Co. Inc. | Add +2.0% | 1.47% | +0.19 |
| NVDA Nvidia Corp. | Add +1.0% | 0.43% | +0.18 |
| AMZN Amazon.com Inc. | Add +1.6% | 1.51% | +0.16 |
| DIS The Walt Disney Co. | Add +0.9% | 0.64% | +0.14 |
| AMAT Applied Materials Inc. | Add +0.2% | 0.85% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 1.10% | +0.11 |
| IVV iShares Core S&P 500 ETF | Add +27.5% | 0.38% | +0.09 |
| CPRT Copart Inc. | New | 0.08% | +0.08 |
| EW Edwards Lifesciences Corp. | Add +33.6% | 0.20% | +0.07 |
| BIV Vanguard Intermediate-Term B | Add +21.3% | 0.69% | +0.07 |
| ORCL Oracle Corp. | Add +1.3% | 0.62% | +0.07 |
| CMI Cummins Inc. | Add +6.8% | 0.36% | +0.06 |
| VEEV Veeva Systems Inc. Class A | Add +76.3% | 0.12% | +0.06 |
| FTNT Fortinet Inc. | Add +1565.1% | 0.06% | +0.06 |
| DFAS Dimensional US Small Cap ETF | New | 0.06% | +0.06 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.64% | +0.06 |
| GPC Genuine Parts Co. | Add +20.1% | 0.26% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 1.72% | +0.05 |
| TRV The Travelers Cos Inc. | Add +56.5% | 0.11% | +0.05 |
| IBM Intl Business Machines Corp. | Add +2.0% | 0.49% | +0.05 |
| MLM Martin Marietta Materials | Add +0.6% | 0.34% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +11.4% | 0.79% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.4% | 1.12% | +0.04 |
| RTX RTX Corp. | Add +0.8% | 0.46% | +0.04 |
| FSLR First Solar Inc. | Add +293.5% | 0.05% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +17.3% | 0.20% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +25.6% | 0.13% | +0.03 |
| ADP Automatic Data Processing | Add +5.2% | 0.63% | +0.03 |
| CB Chubb Ltd. | Add +0.6% | 0.41% | +0.03 |
| AXP American Express Co. | Add +1.6% | 0.21% | +0.03 |
| AVGO Broadcom Inc. | Add +1.1% | 0.25% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +178.2% | 0.04% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Add +34.3% | 0.09% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +6.6% | 0.70% | +0.03 |
| XLF SS Financial Select Sector | Add +2.2% | 0.40% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +6.4% | 0.38% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.9% | 0.84% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 2.01% | +0.02 |
| TSCO Tractor Supply Company | Add +39.2% | 0.06% | +0.02 |
| CI The Cigna Group | Add +1.2% | 0.16% | +0.02 |
| XLE SS Energy Select Sector | Add +0.1% | 0.43% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +3.1% | 0.26% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +17.1% | 0.13% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +71.8% | 0.03% | +0.02 |
| FISV Fiserv Inc. | Add +0.3% | 0.16% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.7% | 0.16% | +0.02 |
| DFIV Dimensional International Va | Add +41.3% | 0.06% | +0.02 |
| MRVL Marvell Technology Inc. | New | 0.02% | +0.02 |
| BKR Baker Hughes Co. | Add +146.6% | 0.03% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.8% | 1.30% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 678 | $8.7B | AAPL, GOOGL, QQQ, VOO, MSFT |
| Q1 2026 | 650 | $7.8B | AAPL, GOOGL, QQQ, MSFT, VOO |
| Q4 2025 | 647 | $7.9B | AAPL, GOOGL, MSFT, QQQ, JPM |
| Q3 2025 | 676 | $7.7B | AAPL, MSFT, GOOGL, QQQ, JPM |
| Q2 2025 | 673 | $7.1B | AAPL, MSFT, QQQ, JPM, GOOGL |
| Q1 2025 | 672 | $6.7B | AAPL, MSFT, QQQ, JPM, GOOGL |
| Q4 2024 | 693 | $6.9B | AAPL, MSFT, QQQ, GOOGL, JPM |
| Q3 2024 | 705 | $6.9B | AAPL, MSFT, QQQ, GOOGL, JPM |
| Q2 2024 | 688 | $6.5B | AAPL, MSFT, QQQ, GOOGL, JPM |
| Q1 2024 | 695 | $6.4B | AAPL, MSFT, QQQ, GOOGL, JPM |