Silverberg Bernstein Capital Management LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Silverberg Bernstein Capital Management LLC reported 68 stock positions worth $181.5 million. Its top holding was Macom Technology Solutions H (MTSI) at 15.1% of the portfolio, followed by PDF Solutions (PDFS, 8.5%) and Harmonic (HLIT, 6.6%). Compared with Q4 2025, it opened 2 new positions, added to 36 and reduced 10. The biggest buy was USA Today (TDAY, shares +3%) and the biggest sale Intl Business Machines (IBM, shares −1%).

Most Recent 13F
Q2 2026
Location
ARMONK, NY
CIK
0002007880
Portfolio Value
$181.5M (Q1 2026)
SEC Filing
0002007880-26-000003 ↗ filed Apr 16, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $102.1M Q1 2024 Q2 2024: $103.2M Q2 2024 Q3 2024: $109.2M Q3 2024 Q4 2024: $113.6M Q4 2024 Q1 2025: $107.4M Q1 2025 Q2 2025: $145.8M Q2 2025 Q3 2025: $164.8M Q3 2025 Q4 2025: $173.2M Q4 2025 Q1 2026: $181.5M $181.5M Q1 2026 Q2 2026: $261.1M Q2 2026

Holdings 68 stocks · $181.5M
MTSI Macom Technology Solutions H 15.08% 123,250 $27.4M Reduce -1.0%
PDFS PDF Solutions Inc. 8.52% 472,883 $15.5M Reduce -0.2%
HLIT Harmonic Inc. 6.57% 1,327,455 $11.9M Add +2.1%
ADI Analog Devices Inc. 6.22% 35,509 $11.3M Add +1.6%
PTC PTC Inc. 5.70% 72,566 $10.3M No change
TXN Texas Instruments Inc. 5.08% 47,492 $9.2M No change
TDAY USA Today Co. Inc. 3.10% 797,295 $5.6M Add +3.3%
KRNT Kornit Digital Ltd. 2.90% 359,723 $5.3M Add +8.6%
DDD 3D Systems Corp. filed as 3D SYS CORP DEL 2.75% 2,653,912 $5.0M Add +3.2%
NVEC Nve Corp. 2.52% 69,773 $4.6M Reduce -1.0%
GSIT Gsi Technology Inc. 2.22% 785,706 $4.0M Add +1.4%
APYX Apyx Medical Corp. 2.12% 1,041,070 $3.8M Add +0.8%
DMRC Digimarc Corp. 2.11% 779,255 $3.8M Add +7.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.06% 15,467 $3.7M Reduce -1.5%
JNJ Johnson & Johnson 1.91% 14,167 $3.5M Add +0.7%
MDWD Mediwound Ltd. 1.77% 200,005 $3.2M Add +8.7%
TEVA Teva Pharmaceutical-SP ADR 1.73% 104,420 $3.1M Add +9.6%
KOPN Kopin Corp. 1.62% 1,310,676 $2.9M Add +2.6%
CEVA Ceva Inc. 1.45% 140,617 $2.6M Add +0.3%
LNTH Lantheus Holdings Inc. 1.34% 32,179 $2.4M Add +0.9%
EPD Enterprise Products Partners 1.30% 62,480 $2.4M No change
OKE Oneok Inc. 1.28% 25,647 $2.3M Add +2.7%
KMI Kinder Morgan Inc. 1.26% 68,137 $2.3M Add +17.8%
MSFT Microsoft Corp. 1.17% 5,762 $2.1M No change
BRT BRT Apartments Corp. 1.14% 155,725 $2.1M Add +14.9%
TACT Transact Technologies Inc. 1.07% 591,179 $1.9M Add +1.8%
GBDC Golub Capital BDC Inc. 1.06% 152,277 $1.9M Add +18.9%
MET Metlife Inc. 0.99% 25,516 $1.8M Add +1.5%
GE General Electric filed as GE AEROSPACE 0.99% 6,305 $1.8M Add +1.3%
NTNX Nutanix Inc. Class A 0.98% 46,889 $1.8M Add +2.8%
3D SYSTEMS CORP (DDD 0 11/15/26) filed as 3D SYS CORP DEL 0.86% 1,700,000 $1.6M No change
CTVA Corteva Inc. 0.84% 18,291 $1.5M Reduce -9.9%
GLW Corning Inc. 0.74% 9,893 $1.3M Reduce -5.9%
CGNT Cognyte Software Ltd. 0.73% 163,997 $1.3M Add +0.9%
ALLT Allot Ltd. 0.64% 174,878 $1.2M Add +5.7%
RBBN Ribbon Communications Inc. 0.51% 438,123 $929K Add +0.5%
GEV GE Vernova Inc. 0.51% 1,061 $926K Add +2.0%
AAPL Apple Inc. 0.50% 3,600 $914K No change
GOOGL Alphabet Inc. Class A 0.50% 3,140 $903K No change
SPGI S&P Global Inc. 0.47% 2,000 $851K No change
AXP American Express Co. 0.44% 2,645 $800K No change
TT Trane Technologies PLC 0.42% 1,850 $771K No change
PHAR Pharming Group NV - ADR 0.41% 44,747 $745K Reduce -11.5%
DOW Dow Inc. filed as DOW HLDGS INC 0.38% 16,579 $691K No change
PFE Pfizer Inc. 0.36% 23,116 $649K Reduce -3.1%
NAGE Niagen Bioscience Inc. 0.34% 138,102 $609K Add +5.3%
MPLX MPLX LP 0.30% 9,644 $550K No change
JPM JPMorgan Chase & Co. 0.24% 1,454 $428K Add +7.4%
NSC Norfolk Southern Corp. 0.23% 1,430 $410K Add +11.7%
AMX America Movil Sab DE CV 0.22% 15,492 $395K No change
XOM Exxon Mobil Corp. 0.22% 2,325 $394K No change
RITM Rithm Capital Corp. 0.21% 40,840 $387K Add +74.5%
GOOG Alphabet Inc. Class C 0.20% 1,263 $362K No change
CCAP Crescent Capital BDC Inc. 0.19% 28,060 $341K No change
PATH Uipath Inc. Class A 0.17% 28,490 $316K Add +122.6%
DRS Leonardo DRS Inc. 0.17% 7,090 $316K Add +2.9%
WLY Wiley (john) & Sons Class A 0.17% 8,110 $309K No change
NEO Neogenomics Inc. 0.17% 40,680 $302K Reduce -1.7%
SOPH Sophia Genetics SA 0.14% 51,970 $257K Add +8.7%
ECL Ecolab Inc. 0.14% 957 $255K No change
ARAY Accuray Inc. 0.14% 655,681 $254K Add +1.1%
OXSQ Oxford Square Capital Corp. 0.10% 106,710 $189K Add +42.6%
FTCA Franklin Ca Muni Inc. ETF 0.09% 23,050 $168K New
QUIK Quicklogic Corp. 0.06% 12,303 $115K No change
BHST Bioharvest Sciences Inc. 0.06% 26,099 $113K New
MRAM Everspin Technologies Inc. 0.05% 10,862 $95K Reduce -4.4%
VNRX Volitionrx Ltd. 0.03% 251,215 $51K Add +0.8%
ACIU Ac Immune SA 0.02% 10,000 $28K No change

Portfolio Sells Q4 2025 → Q1 2026
IBM Intl Business Machines Corp. Reduce -1.5% 2.06% −0.62
NEO Neogenomics Inc. Reduce -1.7% 0.17% −0.11
PHAR Pharming Group NV - ADR Reduce -11.5% 0.41% −0.11
MRAM Everspin Technologies Inc. Reduce -4.4% 0.05% −0.01
PFE Pfizer Inc. Reduce -3.1% 0.36% +0.01
CTVA Corteva Inc. Reduce -9.9% 0.84% +0.06
NVEC Nve Corp. Reduce -1.0% 2.52% +0.10
GLW Corning Inc. Reduce -5.9% 0.74% +0.21
PDFS PDF Solutions Inc. Reduce -0.2% 8.52% +0.71
MTSI Macom Technology Solutions H Reduce -1.0% 15.08% +2.76

Portfolio Buys Q4 2025 → Q1 2026
TDAY USA Today Co. Inc. Add +3.3% 3.10% +0.80
ADI Analog Devices Inc. Add +1.6% 6.22% +0.75
KMI Kinder Morgan Inc. Add +17.8% 1.26% +0.34
JNJ Johnson & Johnson Add +0.7% 1.91% +0.23
OKE Oneok Inc. Add +2.7% 1.28% +0.22
KRNT Kornit Digital Ltd. Add +8.6% 2.90% +0.15
LNTH Lantheus Holdings Inc. Add +0.9% 1.34% +0.12
DDD 3D Systems Corp. Add +3.2% 2.75% +0.12
GEV GE Vernova Inc. Add +2.0% 0.51% +0.12
FTCA Franklin Ca Muni Inc. ETF New 0.09% +0.09
RITM Rithm Capital Corp. Add +74.5% 0.21% +0.07
BHST Bioharvest Sciences Inc. New 0.06% +0.06
GBDC Golub Capital BDC Inc. Add +18.9% 1.06% +0.06
PATH Uipath Inc. Class A Add +122.6% 0.17% +0.05
DRS Leonardo DRS Inc. Add +2.9% 0.17% +0.04
APYX Apyx Medical Corp. Add +0.8% 2.12% +0.03
OXSQ Oxford Square Capital Corp. Add +42.6% 0.10% +0.03
TEVA Teva Pharmaceutical-SP ADR Add +9.6% 1.73% +0.01
SOPH Sophia Genetics SA Add +8.7% 0.14% +0.01
NSC Norfolk Southern Corp. Add +11.7% 0.23% +0.01
BRT BRT Apartments Corp. Add +14.9% 1.14% −0.01
VNRX Volitionrx Ltd. Add +0.8% 0.03% −0.01
JPM JPMorgan Chase & Co. Add +7.4% 0.24% −0.02
KOPN Kopin Corp. Add +2.6% 1.62% −0.10
GE General Electric Add +1.3% 0.99% −0.12
NAGE Niagen Bioscience Inc. Add +5.3% 0.34% −0.15
CGNT Cognyte Software Ltd. Add +0.9% 0.73% −0.15
MET Metlife Inc. Add +1.5% 0.99% −0.15
ARAY Accuray Inc. Add +1.1% 0.14% −0.17
MDWD Mediwound Ltd. Add +8.7% 1.77% −0.19
RBBN Ribbon Communications Inc. Add +0.5% 0.51% −0.21
TACT Transact Technologies Inc. Add +1.8% 1.07% −0.27
CEVA Ceva Inc. Add +0.3% 1.45% −0.29
ALLT Allot Ltd. Add +5.7% 0.64% −0.30
NTNX Nutanix Inc. Class A Add +2.8% 0.98% −0.38
GSIT Gsi Technology Inc. Add +1.4% 2.22% −0.55
DMRC Digimarc Corp. Add +7.6% 2.11% −0.64
HLIT Harmonic Inc. Add +2.1% 6.57% −0.86

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 70$261.1MMTSI, PDFS, HLIT, ADI, TXN
Q1 2026 68$181.5MMTSI, PDFS, HLIT, ADI, PTC
Q4 2025 66$173.2MMTSI, PDFS, HLIT, PTC, ADI
Q3 2025 67$164.8MMTSI, PTC, HLIT, PDFS, TXN
Q2 2025 67$145.8MMTSI, PTC, HLIT, TXN, PDFS
Q1 2025 62$107.4MHLIT, PTC, MTSI, SPGI, DMRC
Q4 2024 54$113.6MDMRC, HLIT, MTSI, PTC, PDFS
Q3 2024 52$109.2MDMRC, HLIT, PDFS, PTC, MTSI
Q2 2024 52$103.2MDMRC, PDFS, HLIT, PTC, MTSI
Q1 2024 53$102.1MDMRC, HLIT, PDFS, PTC, MTSI