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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 4 of 33  ·  647 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DIS DISNEY WALT CO Communication Services 304,597.0 $34.7M 0.44% -19K -6.0% $113.77 -9.0%
62 WM WASTE MGMT INC DEL Industrials 156,025.0 $34.3M 0.43% $219.71 -0.1%
63 XLI SELECT SECTOR SPDR TR 216,890.0 $33.6M 0.42% -3K -1.2% $155.12 +9.9%
64 BKNG BOOKING HOLDINGS INC Consumer Cyclical 6,233.0 $33.4M 0.42% +47.0 +0.8% $5355.37 -97.0%
65 CMI CUMMINS INC Industrials 64,342.0 $32.8M 0.41% -3K -4.7% $510.44 +25.1%
66 ASML ASML HOLDING N V Technology 30,475.0 $32.6M 0.41% -1K -3.4% $1069.86 +48.8%
67 AMGN AMGEN INC Healthcare 99,440.0 $32.5M 0.41% -9K -8.2% $327.30 +3.1%
68 BAC BANK AMERICA CORP Financial Services 590,290.0 $32.5M 0.41% -12K -2.0% $55.00 -6.4%
69 IVE ISHARES TR 152,850.0 $32.4M 0.41% +22K +16.7% $212.06 +6.6%
70 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 53,158.0 $32.1M 0.40% -434.0 -0.8% $603.28 +10.3%
71 BERKSHIRE HATHAWAY INC DEL 42.0 $31.7M 0.40% $754809.52
72 SYK STRYKER CORPORATION Healthcare 89,751.0 $31.5M 0.40% +2K +1.7% $351.47 -8.5%
73 TT TRANE TECHNOLOGIES PLC Industrials 80,031.0 $31.1M 0.39% -1K -1.6% $389.20 +16.1%
74 XLF SELECT SECTOR SPDR TR 559,920.0 $30.7M 0.39% -9K -1.5% $54.77 -5.6%
75 XLV SELECT SECTOR SPDR TR 197,281.0 $30.5M 0.39% -1K -0.7% $154.80 -4.3%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 51,796.0 $30.0M 0.38% -868.0 -1.6% $579.45 -22.0%
77 TEL TE CONNECTIVITY PLC Technology 130,854.0 $29.8M 0.38% -1K -1.1% $227.51 -11.5%
78 VHT VANGUARD WORLD FD 99,679.0 $28.7M 0.36% +2K +2.4% $287.85 -3.9%
79 HON HONEYWELL INTL INC Industrials 144,903.0 $28.3M 0.36% $195.09 +14.7%
80 J P MORGAN EXCHANGE TRADED F 533,742.0 $27.0M 0.34% -45K -7.8% $50.59
Page 4 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%