Institutional Fund
Peapack Gladstone Financial Corp
Bedminster, NJCIK 10507435 filings on record
Portfolio Value
$7.82M
Q1 2026
Holdings
651
Reported positions
New Buys
35
Opened this quarter
QoQ Change
-1.5%
from $7.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.3%
- Alphabet Inc2.9%
- Invesco Qqq Tr2.4%
- Microsoft Corp2.3%
- Vanguard Index Fds2.2%
- Jpmorgan Chase & Co.2.1%
- Other83.7%
Portfolio Holdings
651 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 1.34M | $340.0K | 4.3% | −35.2K | Reduced |
| 2 | Alphabet Inc | 779.2K | $224.1K | 2.9% | −30.1K | Reduced |
| 3 | Invesco Qqq Tr | 324.8K | $187.5K | 2.4% | −7.1K | Reduced |
| 4 | Microsoft Corp | 493.2K | $182.6K | 2.3% | +11.8K | Added |
| 5 | Vanguard Index Fds | 289.6K | $173.1K | 2.2% | +104 | Added |
| 6 | Jpmorgan Chase & Co. | 562.6K | $165.5K | 2.1% | −3.0K | Reduced |
| 7 | Spdr S&P 500 ETF Tr | 216.2K | $140.6K | 1.8% | −4.0K | Reduced |
| 8 | Alphabet Inc | 472.3K | $135.5K | 1.7% | −7.4K | Reduced |
| 9 | Ishares Tr | 1.23M | $123.6K | 1.6% | +25.7K | Added |
| 10 | Exxon Mobil Corp | 711.8K | $120.8K | 1.5% | +3.0K | Added |
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