Silverberg Bernstein Capital Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 13, 2026, Silverberg Bernstein Capital Management Llc disclosed 58 stock positions valued at approximately $211.39M as of quarter-end September 30, 2026. The largest holdings include MACOM TECH SOLUTIONS HLDGS I, PDF SOLUTIONS INC, and ANALOG DEVICES INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 58
- Portfolio Value
- $211.39M
Holdings by Sector
Silverberg Bernstein Capital Management Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| MACOM TECH SOLUTIONS HLDGS I | MTSI | Technology | 15.63% | 116,000 | -3,700 | -3.09% | $33,039,120 |
| PDF SOLUTIONS INC | PDFS | Technology | 10.67% | 441,964 | -23,859 | -5.12% | $22,562,262 |
| ANALOG DEVICES INC | ADI | Technology | 6.63% | 35,321 | -688 | -1.91% | $14,012,194 |
| TEXAS INSTRS INC | TXN | Technology | 6.23% | 46,988 | -404 | -0.85% | $13,160,869 |
| HARMONIC INC | HLIT | Technology | 6.21% | 1,243,867 | -65,390 | -4.99% | $13,135,236 |
| 3D SYS CORP DEL | DDD | Technology | 4.74% | 2,784,584 | -4,336 | -0.16% | $10,024,502 |
| PTC INC | PTC | Technology | 4.62% | 69,666 | -2,700 | -3.73% | $9,774,140 |
| NVE CORP | NVEC | Technology | 3.38% | 64,986 | -4,234 | -6.12% | $7,153,659 |
| KORNIT DIGITAL LTD | KRNT | Industrials | 3.04% | 386,498 | -3,168 | -0.81% | $6,423,597 |
| KOPIN CORP | KOPN | Technology | 2.72% | 1,248,742 | -53,500 | -4.11% | $5,744,213 |
| USA TODAY CO INC | GCI | Communication Services | 2.23% | 748,728 | -44,300 | -5.59% | $4,709,499 |
| CEVA INC | CEVA | Technology | 2.22% | 133,077 | -5,880 | -4.23% | $4,701,610 |
| DIGIMARC CORP | DMRC | Technology | 2.06% | 749,681 | -48,741 | -6.10% | $4,363,141 |
| GSI TECHNOLOGY INC | GSIT | Technology | 1.94% | 753,804 | -29,502 | -3.77% | $4,104,463 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.79% | 14,267 | - | - | $3,777,046 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 1.65% | 15,834 | +300 | +1.93% | $3,482,372 |
| NUTANIX INC | NTNX | Technology | 1.50% | 45,055 | -2,000 | -4.25% | $3,172,323 |
| LANTHEUS HLDGS INC | LNTH | Healthcare | 1.49% | 31,579 | -600 | -1.86% | $3,143,058 |
| TRANSACT TECHNOLOGIES INC | TACT | Technology | 1.22% | 531,441 | -38,004 | -6.67% | $2,572,174 |
| APYX MEDICAL CORPORATION | APYX | Healthcare | 1.18% | 1,022,239 | -17,402 | -1.67% | $2,504,486 |
| MICROSOFT CORP | MSFT | Technology | 1.16% | 4,762 | -1,000 | -17.36% | $2,442,430 |
| METLIFE INC | MET | Financial Services | 1.11% | 24,883 | -1,000 | -3.86% | $2,342,983 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.04% | 61,480 | -1,000 | -1.60% | $2,189,303 |
| GE AEROSPACE | GE | Industrials | 0.94% | 6,388 | - | - | $1,994,909 |
| BRT APARTMENTS CORP | BRT | Real Estate | 0.94% | 148,558 | -9,000 | -5.71% | $1,984,735 |
| GOLUB CAP BDC INC | GBDC | Financial Services | 0.90% | 151,444 | -4,500 | -2.89% | $1,912,738 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.90% | 63,237 | -4,900 | -7.19% | $1,906,596 |
| COGNYTE SOFTWARE LTD | CGNT | Technology | 0.64% | 156,197 | -9,300 | -5.62% | $1,357,352 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 3,565 | +125 | +3.63% | $1,226,645 |
| APPLE INC | AAPL | Technology | 0.55% | 3,500 | -100 | -2.78% | $1,165,570 |
Showing 30 of 58 holdings in the latest reporting period.