Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

PEAPACK GLADSTONE FINANCIAL CORP

•CIK: 1050743•Filing: Q4 2025

PEAPACK GLADSTONE FINANCIAL CORP, with $7.9B in AUM, maintains a tech-heavy portfolio, holding significant positions in AAPL, GOOGL, and MSFT, reflecting a focus on growth and innovation. Recently, the fund has made notable moves by adding IVOG and XYL, which have surged by 368% and 233% respectively, while exiting positions in IPG and KEL, indicating a strategic shift towards high-growth opportunities.

Total AUM

$7.9B

QoQ Performance

+3.4%

Positions

491

Top 10 Concentration

27.5%

Latest Filing

Q4 2025

Top Holdings Allocation

AAPL4.7%

GOOGL3.2%

MSFT2.9%

NDQ2.6%

JPM2.3%

VOO2.3%

GOOG1.9%

SPY1.9%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+97.4%

0.6% of portfolio

SELECT SECTOR SPDR TR

+93.4%

0.5% of portfolio

FIDELITY MERRIMACK STR TR

+40.7%

0.7% of portfolio

SELECT SECTOR SPDR TR

+160.7%

0.3% of portfolio

SELECT SECTOR SPDR TR

+97.8%

0.3% of portfolio

📉 Biggest Sells

ALPHABET INC

-2.5%

3.2% of portfolio

ALPHABET INC

-4.1%

1.9% of portfolio

SCHWAB CHARLES CORP

-18.6%

0.3% of portfolio

RTX CORPORATION

-8.2%

0.6% of portfolio

JPMORGAN CHASE & CO.

-1.8%

2.3% of portfolio

Sector Breakdown

Other46.1%

Technology20.0%

Financial8.3%

Healthcare6.3%

Consumer6.0%

ETF5.3%

Industrial3.4%

Energy1.2%

🚪 Exited Positionssold since Q3 2025

DUPONT DE NEMOURS INC

SOLD

$8.5M

ZOETIS INC

SOLD

$7.6M

INTERNATIONAL PAPER CO

SOLD

$7.6M

INTEL CORP

SOLD

$7.5M

MOTOROLA SOLUTIONS INC

SOLD

$7.5M

+471 more exited positions

Changes from Q3 2025

↑90 increased

↓109 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

JPMORGAN CHASE & CO.

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