1y return+19.7%S&P 500 +20.9%
3y return+50.1%S&P 500 +68.5%
5y return+50.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2018: $223 against $275 in the S&P 500.2
Peapack Gladstone Financial CorpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $383K | 4.4% | −1.2% |
| GOOGLAlphabet Inc | $269K | 3.1% | −3.3% |
| QQQInvesco Qqq Tr | $235K | 2.7% | −1.9% |
| VOOVanguard Index Fds | $195K | 2.2% | −2.0% |
| MSFTMicrosoft Corp | $190K | 2.2% | +3.2% |
| JPMJpmorgan Chase & Co | $182K | 2.1% | −1.1% |
| GOOGAlphabet Inc | $165K | 1.9% | −1.1% |
| SPYState Str Spdr S&p 500 Etf T | $161K | 1.8% | |
| AMATApplied Matls Inc | $149K | 1.7% | −10.1% |
| AMZNAmazon Com Inc | $135K | 1.6% | |
| SGOVIshares Tr | $125K | 1.4% | +1.4% |
| VBVanguard Index Fds | $125K | 1.4% | |
| JNJJohnson & Johnson | $105K | 1.2% | −1.4% |
| VEAVanguard Tax-managed Fds | $103K | 1.2% | +8.0% |
| VWOVanguard Intl Equity Index F | $97K | 1.1% | −1.7% |
| BIVVanguard Bd Index Fds | $97K | 1.1% | |
| LLYEli Lilly & Co | $94K | 1.1% | |
| RSPInvesco Exchange Traded Fd T | $86K | 1.0% | +3.2% |
| VVisa Inc | $86K | 1.0% | +1.8% |
| IJRIshares Tr | $82K | 0.9% | +1.6% |
| BSVVanguard Bd Index Fds | $81K | 0.9% | +1.3% |
| VOVanguard Index Fds | $79K | 0.9% | |
| CSCOCisco Sys Inc | $76K | 0.9% | −1.9% |
| COSTCostco Wholesale Corporation | $75K | 0.9% | |
| BRK/BBerkshire Hathaway Inc Del | $73K | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $71K |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $149K |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $68K |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $94K |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $269K |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $165K |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $182K |
| VGTVanguard World Fd | June 30, 2020 | +243.1% | $69K |
| AAPLApple Inc | June 30, 2020 | +217.3% | $383K |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $75K |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $33K
- Dupont De Nemours IncCUSIP 26614N102 was $4,855
- BNDXVanguard Charlotte Fds was $1,440
- TSCOTractor Supply Co was $894
- OXYOccidental Pete Corp was $629
- Onestream IncCUSIP 68278B107 was $610
- DDOGDatadog Inc was $387
- Teva Pharmaceutical Inds LtdCUSIP 881624209 was $336
- Carnival CorpCUSIP 143658300 was $293
- MSIMotorola Solutions Inc was $293
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +6.2% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +2.9% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | −5.2% | −5.3% |
| June 30, 2022 | −13.3% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +8.9% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peapack Gladstone Financial Corp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1050743&type=13F-HR&dateb=&owner=include&count=40CIK 1050743
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1050743/000105074326000010/Filed August 14, 2026 · accession 0001050743-26-000010