Silverberg Bernstein Capital Management LLC Top Holdings and 13F Report (2025) About Silverberg Bernstein Capital Management LLCInvestment ActivitySilverberg Bernstein Capital Management LLC has $164.79 million in total holdings as of September 30, 2025.Silverberg Bernstein Capital Management LLC owns shares of 67 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.11% of the portfolio was purchased this quarter.About 0.65% of the portfolio was sold this quarter.This quarter, Silverberg Bernstein Capital Management LLC has purchased 67 new stocks and bought additional shares in 46 stocks.Silverberg Bernstein Capital Management LLC sold shares of 6 stocks and completely divested from 2 stocks this quarter.Largest Holdings MACOM Technology Solutions $15,888,908PTC $14,163,893Harmonic $12,694,749PDF Solutions $11,845,777Texas Instruments $8,228,164 Largest New Holdings this Quarter 655844108 - Norfolk Southern $384,525 Holding90364P105 - UiPath $164,574 Holding Largest Purchases this Quarter MACOM Technology Solutions 17,590 shares (about $2.19M)Harmonic 125,795 shares (about $1.28M)PTC 5,378 shares (about $1.09M)PDF Solutions 40,000 shares (about $1.03M)3D Systems 298,310 shares (about $865.16K) Largest Sales this Quarter Texas Instruments 3,408 shares (about $626.15K)Exxon Mobil 1,200 shares (about $135.30K)GE Aerospace 74 shares (about $22.26K)Leonardo DRS 400 shares (about $18.16K)GE VERNOVA INC 20 shares (about $12.30K) 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$15,888,908$2,189,779 ▲16.0%127,6329.6%Computer and TechnologyPTCPTC$14,163,893$1,091,842 ▲8.4%69,7668.6%Computer and TechnologyHLITHarmonic$12,694,749$1,280,527 ▲11.2%1,247,0937.7%Computer and TechnologyPDFSPDF Solutions$11,845,777$1,032,800 ▲9.6%458,7837.2%Computer and TechnologyTXNTexas Instruments$8,228,164$626,152 ▼-7.1%44,7845.0%Computer and TechnologyADIAnalog Devices$7,749,869$169,042 ▲2.2%31,5424.7%Computer and TechnologyDDD3D Systems$6,783,481$865,159 ▲14.6%2,338,9704.1%IndustrialsDMRCDigimarc$6,773,448$704,039 ▲11.6%693,1824.1%IndustrialsNVECNVE$4,438,783$745,378 ▲20.2%68,0072.7%Computer and TechnologyIBMInternational Business Machines$4,246,508$169,296 ▲4.2%15,0502.6%Computer and TechnologyKRNTKornit Digital$3,794,617$544,389 ▲16.7%281,0822.3%IndustrialsCEVACeva$3,497,469$301,668 ▲9.4%132,4472.1%Computer and TechnologyNTNXNutanix$3,224,236$404,053 ▲14.3%43,3222.0%Computer and TechnologyTACTTransAct Technologies$3,191,242$241,358 ▲8.2%588,7901.9%Computer and TechnologyMDWDMediWound$3,114,144$455,564 ▲17.1%172,8161.9%MedicalGCIGannett$3,077,912$250,815 ▲8.9%745,2201.9%Business ServicesMSFTMicrosoft$2,984,428$517,950 ▲21.0%5,7621.8%Computer and TechnologyKOPNKopin$2,920,982$345,801 ▲13.4%1,202,0091.8%Computer and TechnologyGSITGSI Technology$2,771,849$238,147 ▲9.4%753,1741.7%Computer and TechnologyJNJJohnson & Johnson$2,422,883$296,672 ▲14.0%13,0671.5%MedicalAPYXApyx Medical$2,111,204$192,109 ▲10.0%986,5031.3%MedicalMETMetLife$2,030,421$584,827 ▲40.5%24,6501.2%FinanceEPDEnterprise Products Partners$1,953,750$125,080 ▲6.8%62,4801.2%EnergyBRTBRT Apartments$1,878,057$330,645 ▲21.4%119,9271.1%FinanceGEGE Aerospace$1,871,702$22,261 ▼-1.2%6,2221.1%AerospaceTEVATeva Pharmaceutical Industries$1,843,583$121,133 ▲7.0%91,3171.1%MedicalOKEONEOK$1,822,864$129,157 ▲7.6%24,9811.1%EnergyCTVACorteva$1,710,4300.0%25,2911.0%Consumer StaplesALLTAllot$1,704,734$158,234 ▲10.2%161,1281.0%Business ServicesGBDCGolub Capital BDC$1,635,985$455,885 ▲38.6%119,5001.0%FinanceRBBNRibbon Communications$1,626,120$134,503 ▲9.0%427,9791.0%Computer and TechnologyKMIKinder Morgan$1,588,927$203,690 ▲14.7%56,1261.0%EnergyLNTHLantheus$1,506,849$112,838 ▲8.1%29,3790.9%Medical3D SYS CORP DEL$1,411,200$352,800 ▲33.3%1,600,0000.9%NOTE 11/1CGNTCognyte Software$1,335,030$57,935 ▲4.5%159,0000.8%Computer and TechnologyNIAGEN BIOSCIENCE INC$1,168,694$240,583 ▲25.9%125,2620.7%COM NEWGLWCorning$1,122,991$106,639 ▲10.5%13,6900.7%Computer and TechnologyARAYAccuray$1,057,244$90,156 ▲9.3%633,2480.6%MedicalSPGIS&P Global$973,4200.0%2,0000.6%FinanceAAPLApple$916,668$25,463 ▲2.9%3,6000.6%Computer and TechnologyAXPAmerican Express$878,563$280,675 ▲46.9%2,6450.5%FinanceTTTrane Technologies$780,6260.0%1,8500.5%ConstructionGOOGLAlphabet$763,3340.0%3,1400.5%Computer and TechnologyPHARPharming Group$756,1320.0%52,1470.5%MedicalGE VERNOVA INC$639,496$12,298 ▼-1.9%1,0400.4%COMPFEPfizer$543,998$191,100 ▲54.2%21,3500.3%MedicalMPLXMPLX$453,396$84,965 ▲23.1%9,0770.3%EnergyJPMJPMorgan Chase & Co.$427,0920.0%1,3540.3%FinanceNSCNorfolk Southern$384,525$384,525 ▲New Holding1,2800.2%TransportationDOWDOW$380,156$11,740 ▼-3.0%16,5790.2%Basic MaterialsNEONeoGenomics$344,158$32,424 ▲10.4%44,5800.2%MedicalDRSLeonardo DRS$337,776$18,160 ▼-5.1%7,4400.2%AerospaceCCAPCrescent Capital BDC$337,392$126,914 ▲60.3%23,6600.2%FinanceWLYJohn Wiley & Sons$328,2120.0%8,1100.2%Consumer StaplesAMXAmerica Movil$325,3320.0%15,4920.2%Computer and TechnologyGOOGAlphabet$307,6040.0%1,2630.2%Computer and TechnologyXOMExxon Mobil$262,144$135,300 ▼-34.0%2,3250.2%EnergyECLEcolab$262,0840.0%9570.2%Basic MaterialsRITMRithm Capital$243,746$76,313 ▲45.6%21,4000.1%FinanceSOPHSOPHiA GENETICS$222,363$4,760 ▲2.2%46,7150.1%MedicalPATHUiPath$164,574$164,574 ▲New Holding12,3000.1%Computer and TechnologyVNRXVolitionRx$157,426$21,231 ▲15.6%232,0820.1%MedicalOXSQOxford Square Capital$127,917$14,207 ▲12.5%80,4510.1%FinanceMRAMEVERSPIN TECH$101,1250.0%10,8620.1%Business ServicesQUIKQuickLogic$81,3490.0%13,4240.0%Computer and TechnologySYNCHRONOSS TECHNOLOGIES INC$69,750$5,630 ▲8.8%11,4720.0%COM NEWACIUAC Immune$28,9000.0%10,0000.0%MedicalGLPGlobal Partners$0$218,830 ▼-100.0%00.0%EnergyDRRXDURECT$0$32,566 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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