Peapack Gladstone Financial Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Peapack Gladstone Financial Corp. reported 693 stock positions worth $6.9 billion. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Microsoft (MSFT, 3.1%) and Invesco QQQ Trust Series 1 (QQQ, 2.5%). Compared with Q3 2024, it opened 24 new positions, sold out of 36, added to 185 and reduced 390. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale Merck (MRK, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001050743
- Portfolio Value
- $6.9B (Q4 2024)
- SEC Filing
- 0001050743-25-000002 ↗ filed Feb 13, 2025
Holdings Value
Holdings 693 stocks · $6.9B
| AAPL Apple Inc. | 5.48% | 1,507,357 | $377.5M | Reduce -1.7% |
| MSFT Microsoft Corp. | 3.10% | 506,883 | $213.7M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 2.54% | 343,127 | $175.4M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 2.29% | 835,342 | $158.1M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 2.15% | 617,839 | $148.1M | Reduce -1.3% |
| VOO Vanguard S&P 500 ETF | 1.75% | 224,342 | $120.9M | Add +6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 202,492 | $118.7M | Reduce -2.9% |
| AMZN Amazon.com Inc. | 1.67% | 524,374 | $115.0M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 1.45% | 525,667 | $100.1M | Reduce -1.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.32% | 377,905 | $90.8M | Reduce -0.0% |
| SGOV iShares 0-3 Month Treasury B | 1.27% | 876,021 | $87.9M | Add +24.7% |
| COST Costco Wholesale Corp. | 1.19% | 89,893 | $82.4M | Reduce -3.8% |
| XOM Exxon Mobil Corp. | 1.18% | 757,444 | $81.5M | Reduce -0.3% |
| V Visa Inc. Class A | 1.17% | 255,386 | $80.7M | Add +0.3% |
| HD Home Depot Inc. | 1.14% | 202,536 | $78.8M | Reduce -1.3% |
| BSV Vanguard Short-Term Bond ETF | 1.10% | 978,317 | $75.6M | Add +4.9% |
| META Meta Platforms Inc. Class A | 1.05% | 123,186 | $72.1M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 158,626 | $71.9M | Reduce -1.3% |
| BIV Vanguard Intermediate-Term B | 1.03% | 946,443 | $70.7M | Add +14.1% |
| MRK Merck & Co. Inc. | 1.01% | 698,965 | $69.5M | Reduce -0.5% |
| FNF Fidelity National Financial | 0.97% | 1,186,830 | $66.6M | No change |
| BLK BlackRock Inc. | 0.96% | 64,794 | $66.4M | Add +5.5% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 564,745 | $65.1M | Add +16.0% |
| PEP Pepsico Inc. | 0.91% | 413,460 | $62.9M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.91% | 431,352 | $62.4M | Reduce -2.8% |
| VWO Vanguard Ftse Emerging Marke | 0.86% | 1,353,826 | $59.6M | Add +3.7% |
| UNP Union Pacific Corp. | 0.85% | 255,787 | $58.3M | Reduce -0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.84% | 220,359 | $58.2M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.83% | 74,119 | $57.2M | Add +0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.81% | 464,559 | $56.1M | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.79% | 1,135,770 | $54.3M | Add +8.0% |
| ORCL Oracle Corp. | 0.74% | 307,286 | $51.2M | Reduce -0.3% |
| CVX Chevron Corp. | 0.74% | 353,298 | $51.2M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.73% | 301,648 | $50.6M | Reduce -0.9% |
| VGT Vanguard Info Tech ETF | 0.70% | 77,716 | $48.3M | Reduce -2.0% |
| XLY SS Consumer Disc Select Sect | 0.69% | 211,117 | $47.4M | Reduce -2.5% |
| IWM iShares Russell 2000 ETF | 0.69% | 214,153 | $47.3M | Reduce -2.3% |
| ADP Automatic Data Processing | 0.67% | 158,845 | $46.5M | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.63% | 325,750 | $43.7M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.61% | 709,991 | $42.0M | Reduce -0.6% |
| IVV iShares Core S&P 500 ETF | 0.60% | 70,105 | $41.3M | Add +10.4% |
| PNC PNC Financial Services Group | 0.59% | 209,751 | $40.5M | Reduce -2.3% |
| AMAT Applied Materials Inc. | 0.58% | 247,119 | $40.2M | Reduce -0.6% |
| VNQ Vanguard Real Estate ETF | 0.57% | 438,793 | $39.1M | Add +7.1% |
| LOW Lowe's Cos Inc. | 0.55% | 154,212 | $38.1M | Add +0.7% |
| WMT Walmart Inc. | 0.54% | 412,265 | $37.2M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.54% | 128,282 | $37.2M | Reduce -1.2% |
| APD Air Products & Chemicals Inc. | 0.54% | 127,282 | $36.9M | Add +1.0% |
| ABBV Abbvie Inc. | 0.53% | 206,366 | $36.7M | Reduce -1.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.53% | 327,267 | $36.4M | Reduce -0.9% |
| TT Trane Technologies PLC | 0.52% | 97,820 | $36.1M | Reduce -1.9% |
| QCOM Qualcomm Inc. | 0.52% | 234,735 | $36.1M | Reduce -2.8% |
| GD General Dynamics Corp. | 0.52% | 136,172 | $35.9M | Reduce -0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 202,557 | $35.5M | Add +29.6% |
| UNH Unitedhealth Group Inc. | 0.51% | 69,055 | $34.9M | Reduce -2.4% |
| RTX RTX Corp. | 0.50% | 299,823 | $34.7M | Add +1.0% |
| VGK Vanguard Ftse Europe ETF | 0.49% | 533,939 | $33.9M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.49% | 472,657 | $33.9M | Add +1.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.49% | 153,069 | $33.6M | Reduce -0.1% |
| WM Waste Management Inc. | 0.47% | 161,914 | $32.7M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.47% | 6,556 | $32.6M | Add +0.0% |
| AVGO Broadcom Inc. | 0.47% | 138,706 | $32.2M | Reduce -2.3% |
| XLK SS Technology Select Sector | 0.47% | 138,054 | $32.1M | Add +0.0% |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 60,997 | $31.7M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.46% | 139,286 | $31.5M | Add +3.8% |
| MDY State Street SPDR S&P Midcap | 0.45% | 54,389 | $31.0M | Reduce -4.2% |
| XLI SS Industrial Select Sector | 0.43% | 225,130 | $29.7M | Reduce -2.0% |
| AMGN Amgen Inc. | 0.43% | 113,768 | $29.7M | Reduce -1.8% |
| CAT Caterpillar Inc. | 0.43% | 81,255 | $29.5M | Add +1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 43 | $29.3M | No change |
| XLF SS Financial Select Sector | 0.42% | 596,447 | $28.8M | Reduce -1.5% |
| JPST JPMorgan Ultra-Short Income | 0.41% | 561,459 | $28.3M | Add +11.6% |
| CB Chubb Ltd. | 0.41% | 101,768 | $28.1M | Add +0.0% |
| PGC Peapack Gladstone Finl Corp. | 0.40% | 861,743 | $27.6M | Reduce -7.3% |
| XLV SS Health Care Select Sector | 0.40% | 200,408 | $27.6M | Reduce -0.4% |
| BMY Bristol-Myers Squibb Co. | 0.40% | 484,582 | $27.4M | Reduce -1.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 620,972 | $27.3M | Reduce -0.3% |
| PKG Packaging Corp. of America | 0.39% | 120,327 | $27.1M | No change |
| SYK Stryker Corp. | 0.37% | 71,283 | $25.7M | Reduce -1.0% |
| CMI Cummins Inc. | 0.37% | 72,603 | $25.3M | Reduce -3.3% |
| VHT Vanguard Health Care ETF | 0.35% | 94,203 | $23.9M | Add +0.9% |
| XLE SS Energy Select Sector | 0.34% | 272,061 | $23.3M | Reduce -1.0% |
| BDX Becton Dickinson and Co. | 0.33% | 101,490 | $23.0M | Reduce -0.1% |
| DHR Danaher Corp. | 0.33% | 99,224 | $22.8M | Reduce -6.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 267,962 | $22.0M | Reduce -2.9% |
| MS Morgan Stanley | 0.31% | 170,657 | $21.5M | Reduce -1.6% |
| LH Labcorp Holdings Inc. | 0.31% | 93,317 | $21.4M | Add +0.4% |
| EW Edwards Lifesciences Corp. | 0.31% | 288,450 | $21.4M | Reduce -1.8% |
| IVE iShares S&P 500 Value ETF | 0.31% | 110,354 | $21.1M | Add +1.9% |
| CHKP Check Point Software Tech | 0.30% | 112,501 | $21.0M | Add +1.1% |
| VZ Verizon Communications Inc. | 0.30% | 522,122 | $20.9M | Reduce -2.0% |
| ADBE Adobe Inc. | 0.30% | 46,900 | $20.9M | Add +17.8% |
| AVY Avery Dennison Corp. | 0.29% | 107,555 | $20.1M | Reduce -0.5% |
| XLC SS Comm Select Sector SPDR | 0.29% | 205,187 | $19.9M | Reduce -1.3% |
| PFE Pfizer Inc. | 0.28% | 734,965 | $19.5M | Reduce -3.7% |
| PYPL PayPal Holdings Inc. | 0.28% | 228,413 | $19.5M | Add +0.1% |
| GLD SPDR Gold Shares | 0.28% | 78,773 | $19.1M | Add +0.3% |
| AXP American Express Co. | 0.27% | 63,058 | $18.7M | Reduce -0.3% |
| FTNT Fortinet Inc. | 0.27% | 195,577 | $18.5M | Add +7.1% |
| ACN Accenture PLC Class A | 0.27% | 52,317 | $18.4M | Reduce -2.3% |
Portfolio Sells Q3 2024 → Q4 2024
| MRK Merck & Co. Inc. | Reduce -0.5% | 1.01% | −0.14 |
| AMAT Applied Materials Inc. | Reduce -0.6% | 0.58% | −0.14 |
| JNJ Johnson & Johnson | Reduce -2.8% | 0.91% | −0.13 |
| PEP Pepsico Inc. | Reduce -2.0% | 0.91% | −0.12 |
| AMGN Amgen Inc. | Reduce -1.8% | 0.43% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.3% | 1.18% | −0.10 |
| DHR Danaher Corp. | Reduce -6.9% | 0.33% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 0.51% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 0.46% | −0.09 |
| CVS CVS Health Corp. | Reduce -18.2% | 0.11% | −0.08 |
| GD General Dynamics Corp. | Reduce -0.4% | 0.52% | −0.07 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -31.8% | 0.10% | −0.07 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.85% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 0.52% | −0.07 |
| RTO Rentokil Initial PLC-SP ADR | Reduce -63.1% | 0.04% | −0.07 |
| GPC Genuine Parts Co. | Reduce -7.8% | 0.23% | −0.07 |
| ABBV Abbvie Inc. | Reduce -1.5% | 0.53% | −0.06 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.1% | 0.49% | −0.06 |
| HD Home Depot Inc. | Reduce -1.3% | 1.14% | −0.06 |
| MSFT Microsoft Corp. | Reduce -0.2% | 3.10% | −0.05 |
| AVY Avery Dennison Corp. | Reduce -0.5% | 0.29% | −0.05 |
| DOW Dow Inc. | Reduce -18.2% | 0.07% | −0.05 |
| XLV SS Health Care Select Sector | Reduce -0.4% | 0.40% | −0.05 |
| NUE Nucor Corp. | Reduce -1.2% | 0.15% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -20.9% | 0.06% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -2.0% | 0.30% | −0.04 |
| KO The Coca-Cola Co. | Reduce -2.1% | 0.23% | −0.04 |
| INTC Intel Corp. | Reduce -23.5% | 0.07% | −0.04 |
| TIP iShares Tips Bond ETF | Reduce -53.3% | 0.03% | −0.04 |
| CI The Cigna Group | Reduce -10.4% | 0.09% | −0.04 |
| PFE Pfizer Inc. | Reduce -3.7% | 0.28% | −0.04 |
| AMT American Tower Corp. | Reduce -7.8% | 0.10% | −0.04 |
| SLB SLB Ltd. | Reduce -14.7% | 0.13% | −0.04 |
| TT Trane Technologies PLC | Reduce -1.9% | 0.52% | −0.03 |
| MCD McDonald's Corp. | Reduce -1.2% | 0.54% | −0.03 |
| CCI Crown Castle Inc. | Reduce -1.6% | 0.09% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -7.5% | 0.15% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -0.6% | 0.13% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.73% | −0.03 |
| BWA Borgwarner Inc. | Reduce -40.0% | 0.03% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.24% | −0.03 |
| STZ Constellation Brands Inc. Class A | Reduce -14.8% | 0.07% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.3% | 1.04% | −0.02 |
| ELV Elevance Health Inc. | Reduce -2.7% | 0.05% | −0.02 |
| DFAC Dimensional US Core Equity 2 | Reduce -46.8% | 0.03% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -11.4% | 0.06% | −0.02 |
| MPWR Monolithic Power Systems Inc. | Reduce -4.4% | 0.03% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -3.2% | 0.14% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -5.1% | 0.13% | −0.02 |
| BA The Boeing Co. | Reduce -27.9% | 0.11% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.29% | +0.30 |
| SGOV iShares 0-3 Month Treasury B | Add +24.7% | 1.27% | +0.25 |
| V Visa Inc. Class A | Add +0.3% | 1.17% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +6.8% | 1.75% | +0.15 |
| IJR iShares Core S&P Small-Cap E | Add +16.0% | 0.94% | +0.12 |
| BLK BlackRock Inc. | Add +5.5% | 0.96% | +0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +29.6% | 0.51% | +0.11 |
| BIV Vanguard Intermediate-Term B | Add +14.1% | 1.03% | +0.09 |
| BKNG Booking Holdings Inc. | Add +0.0% | 0.47% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +10.4% | 0.60% | +0.07 |
| NVDA Nvidia Corp. | Add +0.4% | 0.63% | +0.07 |
| FTNT Fortinet Inc. | Add +7.1% | 0.27% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +101.5% | 0.15% | +0.06 |
| HON Honeywell International Inc. | Add +3.8% | 0.46% | +0.06 |
| VGSH Vanguard Short-Term Treasury | Add +53.6% | 0.15% | +0.05 |
| BE Bloom Energy Corp. Class A | Add +2.1% | 0.09% | +0.05 |
| JPST JPMorgan Ultra-Short Income | Add +11.6% | 0.41% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +4.9% | 1.10% | +0.04 |
| SYY Sysco Corp. | Add +18.4% | 0.25% | +0.04 |
| TSLA Tesla Inc. | Add +1.9% | 0.09% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +972.6% | 0.03% | +0.03 |
| TJX TJX Companies Inc. | Add +0.3% | 0.81% | +0.03 |
| FISV Fiserv Inc. | Add +3.0% | 0.18% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +48.9% | 0.07% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +0.1% | 0.28% | +0.03 |
| DFAT Dimensional US Target Value | New | 0.02% | +0.02 |
| IGEB iShares Investment Grade SYS | Add +480.6% | 0.03% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +11.3% | 0.12% | +0.02 |
| BLV Vanguard Long-Term Bond ETF | Add +630.8% | 0.02% | +0.02 |
| SUB iShares Short-Term National | Add +30.7% | 0.08% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +20.5% | 0.22% | +0.02 |
| DFSV Dimensional US Small Cap Val | Add +13.2% | 0.15% | +0.02 |
| MUB iShares National Muni Bond E | Add +19.4% | 0.11% | +0.02 |
| CPAY Corpay Inc. | Add +0.1% | 0.20% | +0.02 |
| XLK SS Technology Select Sector | Add +0.0% | 0.47% | +0.02 |
| EQIX Equinix Inc. | Add +2.6% | 0.18% | +0.02 |
| MCK McKesson Corp. | Add +9.8% | 0.07% | +0.02 |
| TFC Truist Financial Corp. | Add +5.8% | 0.21% | +0.02 |
| KMI Kinder Morgan Inc. | Add +0.4% | 0.07% | +0.01 |
| NFLX Netflix Inc. | Add +2.4% | 0.06% | +0.01 |
| VUSB Vanguard Ultra Short Bond Et | Add +103.7% | 0.02% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +5.2% | 0.16% | +0.01 |
| USB US Bancorp | Add +2.0% | 0.18% | +0.01 |
| CPRT Copart Inc. | Add +3.7% | 0.09% | +0.01 |
| LH Labcorp Holdings Inc. | Add +0.4% | 0.31% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +3.0% | 0.10% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.1% | 0.07% | +0.01 |
| FDX FedEx Corp. | Add +0.4% | 0.23% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.84% | +0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +7.9% | 0.10% | +0.01 |
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 |