Silverberg Bernstein Capital Management LLC Top Holdings and 13F Report (2025) About Silverberg Bernstein Capital Management LLCInvestment ActivitySilverberg Bernstein Capital Management LLC has $145.84 million in total holdings as of June 30, 2025.Silverberg Bernstein Capital Management LLC owns shares of 67 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 25.25% of the portfolio was purchased this quarter.About 6.82% of the portfolio was sold this quarter.This quarter, Silverberg Bernstein Capital Management LLC has purchased 62 new stocks and bought additional shares in 48 stocks.Silverberg Bernstein Capital Management LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings MACOM Technology Solutions $15,767,918PTC $11,096,628Harmonic $10,618,692Texas Instruments $10,005,623PDF Solutions $8,953,581 Largest New Holdings this Quarter 025816109 - American Express $574,164 Holding02079K305 - Alphabet $553,362 Holding30231G102 - Exxon Mobil $379,995 Holding87157B400 - SYNCHRONOSS TECHNOLOGIES INC $72,240 Holding30041T104 - EVERSPIN TECH $68,322 Holding Largest Purchases this Quarter MACOM Technology Solutions 36,029 shares (about $5.16M)Analog Devices 13,983 shares (about $3.33M)Texas Instruments 15,364 shares (about $3.19M)Harmonic 287,519 shares (about $2.72M)PTC 14,080 shares (about $2.43M) Largest Sales this Quarter S&P Global 10,907 shares (about $5.75M)Microsoft 6,880 shares (about $3.42M)John Wiley & Sons 7,690 shares (about $343.20K)Alphabet 1,660 shares (about $294.47K)Leonardo DRS 2,360 shares (about $109.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSilverberg Bernstein Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMTSIMACOM Technology Solutions$15,767,918$5,162,595 ▲48.7%110,04210.8%Computer and TechnologyPTCPTC$11,096,628$2,426,547 ▲28.0%64,3887.6%Computer and TechnologyHLITHarmonic$10,618,692$2,722,805 ▲34.5%1,121,2987.3%Computer and TechnologyTXNTexas Instruments$10,005,623$3,189,874 ▲46.8%48,1926.9%Computer and TechnologyPDFSPDF Solutions$8,953,581$1,934,185 ▲27.6%418,7836.1%Computer and TechnologyDMRCDigimarc$8,205,147$1,573,574 ▲23.7%621,1325.6%IndustrialsADIAnalog Devices$7,343,869$3,328,234 ▲82.9%30,8545.0%Computer and TechnologyKRNTKornit Digital$4,793,472$1,406,383 ▲41.5%240,7573.3%IndustrialsIBMInternational Business Machines$4,259,571$899,079 ▲26.8%14,4502.9%Computer and TechnologyNVECNVE$4,165,369$1,137,643 ▲37.6%56,5872.9%Computer and TechnologyDDD3D Systems$3,142,616$779,454 ▲33.0%2,040,6602.2%IndustrialsNTNXNutanix$2,896,541$1,103,641 ▲61.6%37,8932.0%Computer and TechnologyMDWDMediWound$2,857,753$844,358 ▲41.9%147,5352.0%MedicalCEVACeva$2,660,086$698,283 ▲35.6%121,0231.8%Computer and TechnologyGCIGannett$2,450,485$532,085 ▲27.7%684,4931.7%Business ServicesMSFTMicrosoft$2,368,666$3,422,180 ▼-59.1%4,7621.6%Computer and TechnologyGSITGSI Technology$2,313,239$549,397 ▲31.1%688,4641.6%Computer and TechnologyLNTHLantheus$2,224,873$495,253 ▲28.6%27,1791.5%MedicalAPYXApyx Medical$2,017,656$562,876 ▲38.7%896,7361.4%MedicalTACTTransAct Technologies$1,991,988$473,198 ▲31.2%544,2591.4%Computer and TechnologyOKEONEOK$1,894,7140.0%23,2111.3%EnergyCTVACorteva$1,884,938$38,159 ▲2.1%25,2911.3%Consumer StaplesEPDEnterprise Products Partners$1,813,465$31,010 ▲1.7%58,4801.2%EnergyJNJJohnson & Johnson$1,751,584$376,834 ▲27.4%11,4671.2%MedicalKOPNKopin$1,621,355$492,974 ▲43.7%1,059,7091.1%Computer and TechnologyGEGE Aerospace$1,620,527$1,103,945 ▲213.7%6,2961.1%AerospaceRBBNRibbon Communications$1,574,242$396,974 ▲33.7%392,5791.1%Computer and TechnologyBRTBRT Apartments$1,545,435$310,110 ▲25.1%98,8131.1%FinanceKMIKinder Morgan$1,438,571$170,932 ▲13.5%48,9311.0%EnergyCDXCChromaDex$1,433,449$56,761 ▲4.1%99,4761.0%MedicalTEVATeva Pharmaceutical Industries$1,429,913$220,511 ▲18.2%85,3171.0%MedicalMETMetLife$1,411,371$289,512 ▲25.8%17,5501.0%FinanceCGNTCognyte Software$1,405,404$409,332 ▲41.1%152,1001.0%Computer and TechnologyGBDCGolub Capital BDC$1,262,830$336,950 ▲36.4%86,2000.9%FinanceALLTAllot$1,249,771$344,565 ▲38.1%146,1720.9%Business ServicesSPGIS&P Global$1,054,580$5,751,152 ▼-84.5%2,0000.7%Finance3D SYS CORP DEL$1,047,360$87,193 ▲9.1%1,200,0000.7%NOTE 11/1TTTrane Technologies$809,2090.0%1,8500.6%ConstructionARAYAccuray$793,570$175,218 ▲28.3%579,2480.5%MedicalAAPLApple$718,0950.0%3,5000.5%Computer and TechnologyGLWCorning$651,5900.0%12,3900.4%Computer and TechnologyAXPAmerican Express$574,164$574,164 ▲New Holding1,8000.4%FinanceGE VERNOVA INC$560,899$36,511 ▲7.0%1,0600.4%COMPHARPharming Group$557,451$44,363 ▲8.6%52,1470.4%MedicalGOOGLAlphabet$553,362$553,362 ▲New Holding3,1400.4%Computer and TechnologyDOWDOW$452,570$13,558 ▲3.1%17,0910.3%Basic MaterialsJPMJPMorgan Chase & Co.$392,538$28,991 ▲8.0%1,3540.3%FinanceXOMExxon Mobil$379,995$379,995 ▲New Holding3,5250.3%EnergyMPLXMplx$379,938$29,206 ▲8.3%7,3760.3%EnergyDRSLeonardo DRS$364,403$109,693 ▼-23.1%7,8400.2%AerospaceWLYJohn Wiley & Sons$361,949$343,204 ▼-48.7%8,1100.2%Consumer StaplesPFEPfizer$335,724$98,172 ▲41.3%13,8500.2%MedicalNEONeoGenomics$295,178$141,083 ▲91.6%40,3800.2%MedicalAMXAmerica Movil$277,9260.0%15,4920.2%Computer and TechnologyECLEcolab$257,854$30,716 ▼-10.6%9570.2%Basic MaterialsGOOGAlphabet$224,044$294,468 ▼-56.8%1,2630.2%Computer and TechnologyGLPGlobal Partners$218,8300.0%4,1500.2%EnergyCCAPCrescent Capital BDC$208,116$7,050 ▲3.5%14,7600.1%FinanceRITMRithm Capital$165,963$4,516 ▲2.8%14,7000.1%FinanceOXSQOxford Square Capital$159,481$34,781 ▲27.9%71,5160.1%FinanceVNRXVolitionRx$152,594$45,759 ▲42.8%200,7820.1%MedicalSOPHSOPHiA GENETICS$141,717$34,224 ▲31.8%45,7150.1%MedicalQUIKQuickLogic$82,6920.0%13,4240.1%Computer and TechnologySYNCHRONOSS TECHNOLOGIES INC$72,240$72,240 ▲New Holding10,5460.0%COM NEWMRAMEVERSPIN TECH$68,322$68,322 ▲New Holding10,8620.0%Business ServicesDRRXDURECT$32,566$4,178 ▲14.7%51,2690.0%MedicalACIUAC Immune$20,3000.0%10,0000.0%MedicalShowing largest 100 holdings. 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