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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 20 of 33  ·  647 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LRCX LAM RESEARCH CORP Technology 7,296.0 $1.2M 0.02% +151.0 +2.1% $171.19 +76.6%
382 TOTALENERGIES SE 19,076.0 $1.2M 0.02% NEW $65.42
383 VTR VENTAS INC Real Estate 16,039.0 $1.2M 0.02% $77.37 +14.5%
384 FLEX FLEX LTD Technology 20,263.0 $1.2M 0.01% -3K -14.7% $60.41 +117.0%
385 SRE SEMPRA Utilities 13,784.0 $1.2M 0.01% +1K +8.2% $88.29 +3.6%
386 IGM ISHARES TR 9,150.0 $1.2M 0.01% $129.18 +20.6%
387 MPC MARATHON PETE CORP Energy 7,248.0 $1.2M 0.01% +139.0 +2.0% $162.67 +52.7%
388 UMH UMH PPTYS INC Real Estate 74,096.0 $1.2M 0.01% $15.91 -3.3%
389 RIO RIO TINTO PLC Basic Materials 14,312.0 $1.1M 0.01% $80.00 +29.1%
390 UBER UBER TECHNOLOGIES INC Technology 13,878.0 $1.1M 0.01% -2K -14.1% $81.71 -8.7%
391 GILD GILEAD SCIENCES INC Healthcare 9,183.0 $1.1M 0.01% +3K +45.4% $122.73 +6.3%
392 ICF ISHARES TR 18,753.0 $1.1M 0.01% -2K -11.1% $59.67 +14.3%
393 NRG NRG ENERGY INC Utilities 6,978.0 $1.1M 0.01% -283.0 -3.9% $159.21 -14.0%
394 GM GENERAL MTRS CO Consumer Cyclical 13,151.0 $1.1M 0.01% $81.29 -5.0%
395 HOV HOVNANIAN ENTERPRISES INC Consumer Cyclical 10,935.0 $1.1M 0.01% $97.58 +18.3%
396 WDC WESTERN DIGITAL CORP Technology 6,117.0 $1.1M 0.01% -297.0 -4.6% $172.31 +166.7%
397 IREN IREN LIMITED Financial Services 27,900.0 $1.1M 0.01% +4K +15.3% $37.78 +53.7%
398 IT GARTNER INC Technology 4,131.0 $1.0M 0.01% -419.0 -9.2% $252.24 -37.7%
399 CRWD CROWDSTRIKE HLDGS INC Technology 2,210.0 $1.0M 0.01% -302.0 -12.0% $468.78 +38.3%
400 EXC EXELON CORP Utilities 23,729.0 $1.0M 0.01% -140.0 -0.6% $43.58 +4.1%
Page 20 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%