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CIK: 0002007880
Total reported value
$261.1M
$261.1M
66 檔
26.7%
At the close of Q4 2025, Silverberg Bernstein Capital Management LLC disclosed equity holdings valued at approximately $261.1M, spread across 66 reported holdings.
In Q4 2025, Silverberg Bernstein Capital Management LLC displayed an active expansion posture, initiating 0 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTSI | Macom Technology Solutions H | Stock-Tech | 12.32% | +2.36% | -2.44% | |
| 2 | PDFS | Pdf Solutions Inc | Stock-Other | 7.81% | +4.11% | +3.29% | |
| 3 | HLIT | Harmonic Inc | Stock-Other | 7.42% | +1.62% | +4.21% | |
| 4 | PTC | Ptc Inc | Stock-Tech | 7.30% | -2.55% | +4.01% | |
| 5 | ADI | Analog Devices Inc | Stock-Tech | 5.47% | -0.74% | +10.78% | |
| 6 | TXN | Texas Instruments Inc | Stock-Tech | 4.76% | +0.33% | +6.05% | |
| 7 | GSIT | Gsi Technology Inc | Stock-Other | 2.78% | +0.10% | +2.83% | |
| 8 | KRNT | Kornit Digital Ltd. | Stock-Other | 2.75% | -0.47% | +17.85% | |
| 9 | DMRC | Digimarc Corporation | Stock-Other | 2.74% | -2.11% | EXIT | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.69% | -0.39% | +4.32% | |
| 11 | DDD | 3d Systems CORP | Stock-Other | 2.63% | +0.48% | +9.99% | |
| 12 | NVEC | Nve CORP | Stock-Other | 2.41% | +0.25% | +3.63% | |
| 13 | TDAY | USA Today Co Inc | Stock-Other | 2.29% | -0.50% | +3.53% | |
| 14 | APYX | Apyx Medical CORP | Stock-Other | 2.09% | -0.33% | +4.71% | |
| 15 | ✓ | Mediwound LTD | Stock-Other | 1.96% | -0.49% | +6.43% | |
| 16 | CEVA | Ceva Inc | Stock-Other | 1.74% | +1.06% | +5.81% | |
| 17 | KOPN | Kopin CORP | Stock-Other | 1.73% | +0.61% | +6.27% | |
| 18 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.72% | -0.38% | +4.38% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.68% | -0.52% | +7.65% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.61% | -0.35% | — | |
| 21 | NTNX | Nutanix Inc - A | Stock-Tech | 1.36% | -0.06% | +5.31% | |
| 22 | TACT | Transact Technologies Inc | Stock-Other | 1.34% | +0.20% | -1.32% | |
| 23 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 1.23% | +0.03% | +8.51% | |
| 24 | EPD | Enterprise Products Partners | Stock-Energy | 1.16% | -0.42% | — | |
| 25 | BRT | Brt Apartments CORP | Stock-Other | 1.15% | -0.21% | +13.03% | |
| 26 | MET | Metlife Inc | Stock-Financials | 1.15% | -0.15% | +2.03% | |
| 27 | GE | General Electric | Stock-Industrials | 1.11% | -0.08% | — | |
| 28 | OKE | Oneok Inc | Stock-Energy | 1.06% | -0.43% | — | |
| 29 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.00% | -0.29% | +7.20% | |
| 30 | ALLT | Allot Ltd. | Stock-Other | 0.94% | -0.04% | +2.67% | |
| 31 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.92% | -0.43% | +3.03% | |
| 32 | DDD 0 11-15-26Bond | 3d Systems CORP | Bond | 0.89% | -0.26% | +6.25% | |
| 33 | CGNT | Cognyte Software Ltd. | Stock-Other | 0.88% | -0.17% | +2.20% | |
| 34 | CTVA | Corteva Inc | Stock-Materials | 0.79% | -0.36% | -19.77% | |
| 35 | RBBN | Ribbon Communications Inc | Stock-Other | 0.73% | -0.13% | +1.88% | |
| 36 | SPGI | S&p Global Inc | Stock-Financials | 0.60% | -0.16% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | -0.03% | — | |
| 38 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.10% | — | |
| 39 | AXP | American Express Co | Stock-Financials | 0.57% | -0.10% | — | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.53% | -0.08% | -23.23% | |
| 41 | PHAR | Pharming Group NV - Adr | Stock-Other | 0.52% | -0.19% | -3.07% | |
| 42 | NAGE | Niagen Bioscience Inc | Stock-Other | 0.48% | -0.17% | +4.71% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.42% | -0.07% | — | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.39% | -0.03% | — | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.34% | -0.15% | +11.71% | |
| 46 | ARAY | Accuray Inc | Stock-Other | 0.31% | -0.07% | +2.42% | |
| 47 | MPLX | Mplx LP | Stock-Energy | 0.30% | -0.09% | +6.25% | |
| 48 | NEO | Neogenomics Inc | Stock-Healthcare | 0.28% | +0.05% | -7.18% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | -0.05% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTSI | Macom Technology Solutions H | +2.7% | -2.44% | Trim |
| 2 | GSIT | Gsi Technology Inc | +1.1% | +2.83% | Add |
| 3 | APYX | Apyx Medical CORP | +0.8% | +4.71% | Add |
| 4 | ADI | Analog Devices Inc | +0.8% | +10.78% | Add |
| 5 | PDFS | Pdf Solutions Inc | +0.6% | +3.29% | Add |
| 6 | TEVA | Teva Pharmaceutical-sp Adr | +0.6% | +4.38% | Add |
| 7 | KRNT | Kornit Digital Ltd. | +0.5% | +17.85% | Add |
| 8 | TDAY | USA Today Co Inc | +0.4% | +3.53% | Add |
| 9 | LNTH | Lantheus Holdings Inc | +0.3% | +8.51% | Add |
| 10 | JNJ | Johnson & Johnson | +0.2% | +7.65% | Add |
| 11 | IBM | Intl Business Machines CORP | +0.1% | +4.32% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 13 | ✓ | Mediwound LTD | +0.1% | +6.43% | Add |
| 14 | CGNT | Cognyte Software Ltd. | +0.1% | +2.20% | Add |
| 15 | NEO | Neogenomics Inc | +0.1% | -7.18% | Trim |
| 16 | PHAR | Pharming Group NV - Adr | +0.1% | -3.07% | Trim |
| 17 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 18 | DDD 0 11-15-26Bond | 3d Systems CORP | 0% | +6.25% | Add |
| 19 | AXP | American Express Co | 0% | — | Unchanged |
| 20 | CCAP | Crescent Capital Bdc Inc | 0% | +18.60% | Add |
| 21 | MPLX | Mplx LP | 0% | +6.25% | Add |
| 22 | PATH | Uipath Inc - Class A | 0% | +4.07% | Add |
| 23 | BRT | Brt Apartments CORP | 0% | +13.03% | Add |
| 24 | GBDC | Golub Capital Bdc Inc | 0% | +7.20% | Add |
| 25 | SPGI | S&p Global Inc | 0% | — | Unchanged |
| 26 | AAPL | Apple Inc | 0% | — | Unchanged |
| 27 | PFE | Pfizer Inc | 0% | +11.71% | Add |
| 28 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 29 | KOPN | Kopin CORP | 0% | +6.27% | Add |
| 30 | TT | Trane Technologies plc | -0.1% | — | Unchanged |
| 31 | DRS | Leonardo Drs Inc | -0.1% | -7.39% | Trim |
| 32 | VNRXGBP | Volitionrx LTD | -0.1% | +7.41% | Add |
| 33 | WLY | Wiley (john) & Sons-class A | -0.1% | — | Unchanged |
| 34 | MET | Metlife Inc | -0.1% | +2.03% | Add |
| 35 | ALLT | Allot Ltd. | -0.1% | +2.67% | Add |
| 36 | GLW | Corning Inc | -0.2% | -23.23% | Trim |
| 37 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 38 | NAGE | Niagen Bioscience Inc | -0.2% | +4.71% | Add |
| 39 | CTVA | Corteva Inc | -0.3% | -19.77% | Trim |
| 40 | RBBN | Ribbon Communications Inc | -0.3% | +1.88% | Add |
| 41 | NVEC | Nve CORP | -0.3% | +3.63% | Add |
| 42 | HLIT | Harmonic Inc | -0.3% | +4.21% | Add |
| 43 | ARAY | Accuray Inc | -0.3% | +2.42% | Add |
| 44 | CEVA | Ceva Inc | -0.4% | +5.81% | Add |
| 45 | TACT | Transact Technologies Inc | -0.6% | -1.32% | Trim |
| 46 | NTNX | Nutanix Inc - A | -0.6% | +5.31% | Add |
| 47 | PTC | Ptc Inc | -1.3% | +4.01% | Add |
| 48 | DMRC | Digimarc Corporation | -1.4% | +4.47% | Add |
| 49 | DDD | 3d Systems CORP | -1.5% | +9.99% | Add |
| 50 | SNCR | Synchronoss Technologies Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Silverberg Bernstein Capital Management LLC reported a total U.S. public equity portfolio value of $261.1M across 66 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MTSI, PDFS, HLIT) accounted for 26.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
SNCR
前期市值: $69.8K
During Q4 2025, Silverberg Bernstein Capital Management LLC's top holdings by market value included MTSI (12.3%)、PDFS (7.8%)、HLIT (7.4%). The largest single position, MTSI, represented 12.3% of total portfolio value.
In Q4 2025, Silverberg Bernstein Capital Management LLC made 41 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 7 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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