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Portfolio (Quarterly) Guide ↗

PEAPACK GLADSTONE FINANCIAL CORP

· CIK 0001050743
13F Portfolio $7.9B AUM 1,352 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 27 New 182 Added 300 Reduced 56 Exited
Page 2 of 33  ·  647 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 148,339.0 $74.6M 0.94% -1K -0.7% $502.65
22 RSP INVESCO EXCHANGE TRADED FD T 383,502.0 $73.5M 0.93% +59K +18.1% $191.56 +6.9%
23 VO VANGUARD INDEX FDS 244,189.0 $70.9M 0.89% +10K +4.5% $290.22 -73.3%
24 COST COSTCO WHSL CORP NEW Consumer Defensive 80,903.0 $69.8M 0.88% $862.34 +21.8%
25 TJX TJX COS INC NEW Consumer Cyclical 439,664.0 $67.5M 0.85% -4K -1.0% $153.61 +3.6%
26 BLK BLACKROCK INC Financial Services 61,697.0 $66.0M 0.83% -625.0 -1.0% $1070.34 -0.6%
27 HD HOME DEPOT INC Consumer Cyclical 191,648.0 $65.9M 0.83% -2K -0.9% $344.10 -8.8%
28 IJR ISHARES TR 540,469.0 $65.0M 0.82% +4K +0.8% $120.18 +13.4%
29 NVDA NVIDIA CORPORATION Technology 347,613.0 $64.8M 0.82% $186.50 +17.7%
30 FNF FIDELITY NATIONAL FINANCIAL Financial Services 1,167,889.0 $63.8M 0.80% $54.59 -9.6%
31 AMAT APPLIED MATLS INC Technology 235,733.0 $60.6M 0.76% $256.99 +66.3%
32 MRK MERCK & CO INC Healthcare 567,975.0 $59.8M 0.75% $105.26 +10.1%
33 UNP UNION PAC CORP Industrials 244,956.0 $56.7M 0.71% $231.32 +14.9%
34 VGT VANGUARD WORLD FD 74,496.0 $56.2M 0.71% -985.0 -1.3% $753.77 -84.8%
35 ORCL ORACLE CORP Technology 282,604.0 $55.1M 0.69% -7K -2.6% $194.91 -2.6%
36 CVX CHEVRON CORP NEW Energy 344,421.0 $52.5M 0.66% -3K -0.8% $152.41 +25.3%
37 FBND FIDELITY MERRIMACK STR TR 1,125,704.0 $51.8M 0.65% +326K +40.7% $46.04 -1.5%
38 CSCO CISCO SYS INC Technology 666,735.0 $51.4M 0.65% -12K -1.7% $77.03 +53.4%
39 PEP PEPSICO INC Consumer Defensive 355,842.0 $51.1M 0.64% -4K -1.1% $143.52 +3.7%
40 IVV ISHARES TR 74,528.0 $51.0M 0.64% +3K +3.5% $684.94 +8.9%
Page 2 of 33  ·  647 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.3%
Financial Services 22.0%
Healthcare 11.1%
Industrials 11.0%
Communication Services 10.4%
Consumer Cyclical 8.6%
Consumer Defensive 5.6%
Energy 3.5%
Utilities 2.0%
Basic Materials 1.8%