Silverberg Bernstein Capital Management LLC Top Holdings and 13F Report (2026) About Silverberg Bernstein Capital Management LLCInvestment ActivitySilverberg Bernstein Capital Management LLC has $261.09 million in total holdings as of June 30, 2026.Silverberg Bernstein Capital Management LLC owns shares of 70 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 3.71% of the portfolio was purchased this quarter.About 3.21% of the portfolio was sold this quarter.This quarter, Silverberg Bernstein Capital Management LLC has purchased 68 new stocks and bought additional shares in 24 stocks.Silverberg Bernstein Capital Management LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings MACOM Technology Solutions $45,530,289PDF Solutions $32,975,610Harmonic $21,380,167Analog Devices $14,301,695Texas Instruments $14,126,133 Largest New Holdings this Quarter 25382K100 - DIGIMARC CORP $6,563,025 Holding458140100 - Intel $293,223 Holding589378108 - Mercury Systems $207,961 Holding00218A105 - ASP Isotopes $77,377 Holding928661206 - VOLITIONRX LTD $16,902 Holding Largest Purchases this Quarter DIGIMARC CORP 798,422 shares (about $6.56M)Kornit Digital 29,943 shares (about $486.57K)UiPath 38,350 shares (about $416.86K)MediWound 28,132 shares (about $413.54K)3D Systems 135,008 shares (about $407.72K) Largest Sales this Quarter MACOM Technology Solutions 3,550 shares (about $1.35M)Corning 3,163 shares (about $807.93K)PDF Solutions 7,060 shares (about $499.78K)Corteva 3,566 shares (about $302.00K)Harmonic 18,198 shares (about $297.17K) 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$45,530,289$1,350,314 â–¼-2.9%119,70017.4%Computer and TechnologyPDFSPDF Solutions$32,975,610$499,777 â–¼-1.5%465,82312.6%Computer and TechnologyHLITHarmonic$21,380,167$297,173 â–¼-1.4%1,309,2578.2%Computer and TechnologyADIAnalog Devices$14,301,695$198,585 â–²1.4%36,0095.5%Computer and TechnologyTXNTexas Instruments$14,126,133$29,807 â–¼-0.2%47,3925.4%Computer and TechnologyDDD3D Systems$8,422,538$407,724 â–²5.1%2,788,9203.2%IndustrialsPTCPTC$8,221,501$22,722 â–¼-0.3%72,3663.1%Computer and TechnologyNVECNVE$7,236,951$57,816 â–¼-0.8%69,2202.8%Computer and TechnologyUSA TODAY CO INC$6,780,389$36,483 â–¼-0.5%793,0282.6%COMDIGIMARC CORP$6,563,025$6,563,025 â–²New Holding798,4222.5%COMCEVACeva$6,553,212$78,286 â–¼-1.2%138,9572.5%Computer and TechnologyKRNTKornit Digital$6,332,073$486,574 â–²8.3%389,6662.4%IndustrialsGSITGSI Technology$6,054,955$18,552 â–¼-0.3%783,3062.3%Computer and TechnologyKOPNKopin$5,834,044$37,784 â–¼-0.6%1,302,2422.2%Computer and TechnologyAPYXApyx Medical$4,667,988$6,416 â–¼-0.1%1,039,6411.8%MedicalIBMInternational Business Machines$4,368,316$18,841 â–²0.4%15,5341.7%Computer and TechnologyJNJJohnson & Johnson$3,623,390$25,397 â–²0.7%14,2671.4%MedicalLNTHLantheus$3,569,9380.0%32,1791.4%MedicalTEVATeva Pharmaceutical Industries$3,535,818$1,931 â–¼-0.1%104,3631.4%MedicalMDWDMediWound$3,353,614$413,540 â–²14.1%228,1371.3%MedicalTACTTransAct Technologies$3,325,559$126,927 â–¼-3.7%569,4451.3%Computer and TechnologyBRTBRT Apartments$2,421,666$28,173 â–²1.2%157,5580.9%FinanceNTNXNutanix$2,397,923$8,459 â–²0.4%47,0550.9%Computer and TechnologyGEGE Aerospace$2,387,387$31,020 â–²1.3%6,3880.9%AerospaceEPDEnterprise Products Partners$2,296,7650.0%62,4800.9%EnergyOKEONEOK$2,229,7500.0%25,6470.9%EnergyMETMetLife$2,189,961$31,052 â–²1.4%25,8830.8%FinanceKMIKinder Morgan$2,178,3400.0%68,1370.8%EnergyMSFTMicrosoft$2,149,3410.0%5,7620.8%Computer and TechnologyGBDCGolub Capital BDC$2,008,559$47,231 â–²2.4%155,9440.8%FinanceGLWCorning$1,719,044$807,925 â–¼-32.0%6,7300.7%Computer and Technology3D SYS CORP DEL$1,574,2000.0%1,700,0000.6%NOTE 11/1ALLTAllot$1,565,724$18,054 â–²1.2%176,9180.6%Business ServicesCGNTCognyte Software$1,453,064$13,170 â–²0.9%165,4970.6%Computer and TechnologyGE VERNOVA INC$1,252,401$5,874 â–²0.5%1,0660.5%COMCTVACorteva$1,247,060$302,004 â–¼-19.5%14,7250.5%Consumer StaplesGOOGLAlphabet$1,229,353$107,211 â–²9.6%3,4400.5%Computer and TechnologyAAPLApple$1,041,6960.0%3,6000.4%Computer and TechnologyRBBNRibbon Communications$980,046$45,162 â–¼-4.4%418,8230.4%Computer and TechnologyTTTrane Technologies$908,6460.0%1,8500.3%ConstructionAXPAmerican Express$894,6710.0%2,6450.3%FinanceSPGIS&P Global$814,5200.0%2,0000.3%FinancePATHUiPath$726,551$416,865 â–²134.6%66,8400.3%Computer and TechnologyPHARPharming Group$577,088$44,448 â–¼-7.2%41,5470.2%MedicalNEONeoGenomics$568,718$24,803 â–¼-4.2%38,9800.2%MedicalPFEPfizer$560,655$4,021 â–²0.7%23,2830.2%MedicalMPLXMplx$543,2470.0%9,6440.2%EnergyJPMJPMorgan Chase & Co.$508,671$32,733 â–²6.9%1,5540.2%FinanceNSCNorfolk Southern$449,8640.0%1,4300.2%TransportationNIAGEN BIOSCIENCE INC$448,520$7,975 â–²1.8%140,6020.2%COM NEWGOOGAlphabet$446,2560.0%1,2630.2%Computer and TechnologyRITMRithm Capital$420,109$36,621 â–²9.5%44,7400.2%FinanceAMXAmerica Movil$402,6370.0%15,4920.2%Computer and TechnologyWLYJohn Wiley & Sons$393,4160.0%8,1100.2%Consumer StaplesSOPHSOPHiA GENETICS$385,834$85,967 â–²28.7%66,8690.1%MedicalCCAPCrescent Capital BDC$322,795$16,380 â–²5.3%29,5600.1%FinanceXOMExxonMobil$317,8740.0%2,3250.1%EnergyDRSLeonardo DRS$302,5300.0%7,0900.1%AerospaceINTCIntel$293,223$293,223 â–²New Holding2,1000.1%Computer and TechnologyECLEcolab$266,6300.0%9570.1%Basic MaterialsMRAMEverspin Tech$250,553$12,090 â–¼-4.6%10,3620.1%Business ServicesQUIKQuickLogic$235,706$9,985 â–¼-4.1%11,8030.1%Computer and TechnologyMRCYMercury Systems$207,961$207,961 â–²New Holding1,7000.1%AerospacePUTNAM ETF TRUST$171,0310.0%23,0500.1%FRANKLIN CALIFARAYAccuray$169,868$834 â–²0.5%658,9150.1%MedicalBIOHARVEST SCIENCES INC$162,779$89,180 â–²121.2%57,7230.1%COM NEWOXSQOxford Square Capital$140,8570.0%106,7100.1%FinanceASPIASP Isotopes$77,377$77,377 â–²New Holding12,4400.0%Basic MaterialsACIUAC Immune$23,8000.0%10,0000.0%MedicalVOLITIONRX LTD$16,902$16,902 â–²New Holding12,5200.0%COMMON STKDMRCDigimarc$0$3,826,140 â–¼-100.0%00.0%IndustrialsDOWDOW$0$690,515 â–¼-100.0%00.0%Basic MaterialsVOLITIONRX LTD$0$50,745 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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