Silverberg Bernstein Capital Management LLC

ARMONK, NY · CIK 2007880 · 13F filing filed 2026-07-07

SEC-registered investment adviser since 2023 · limited liability company

Assets managed$283.0m
Staff3 · 2 in investment roles
Main clients (by assets)High net worth individuals 96%, Pension plans 2%, Individuals 1%
Form ADV · 2026-03-06SEC adviser record

$261.1m reported value +43.8% vs Q1 2026

70positions

63.4%in top 10

5 new 24 added 20 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MACOM TECH SOLUTIONS HLDGS I COM MTSI	MTSI	119,700	$45.5m17.44%	17.44%	Reduced -3.5k	-3,550 -2.9%
2	PDF SOLUTIONS INC COM PDFS	PDFS	465,823	$33.0m12.63%	12.63%	Reduced -7.1k	-7,060 -1.5%
3	HARMONIC INC COM HLIT	HLIT	1,309,257	$21.4m8.19%	8.19%	Reduced -18.2k	-18,198 -1.4%
4	ANALOG DEVICES INC COM ADI	ADI	36,009	$14.3m5.48%	5.48%	Added +500	+500 1.4%
5	TEXAS INSTRS INC COM TXN	TXN	47,392	$14.1m5.41%	5.41%	Reduced -100	-100 -0.2%
6	3-D SYS CORP DEL COM NEW DDD	DDD	2,788,920	$8.4m3.23%	3.23%	Added +135.0k	+135,008 5.1%
7	PTC INC COM PTC	PTC	72,366	$8.2m3.15%	3.15%	Reduced -200	-200 -0.3%
8	NVE CORP COM NEW NVEC	NVEC	69,220	$7.2m2.77%	2.77%	Reduced -553	-553 -0.8%
9	GANNETT CO INC COM TDAY	TDAY	793,028	$6.8m2.60%	2.60%	Reduced -4.3k	-4,267 -0.5%
10	DIGIMARC CORP COM DMRC	DMRC	798,422	$6.6m2.51%	2.51%	New
11	CEVA INC COM CEVA	CEVA	138,957	$6.6m2.51%	2.51%	Reduced -1.7k	-1,660 -1.2%
12	KORNIT DIGITAL LTD SHS KRNT	KRNT	389,666	$6.3m2.43%	2.43%	Added +29.9k	+29,943 8.3%
13	GSI TECHNOLOGY INC COM GSIT	GSIT	783,306	$6.1m2.32%	2.32%	Reduced -2.4k	-2,400 -0.3%
14	KOPIN CORP COM KOPN	KOPN	1,302,242	$5.8m2.23%	2.23%	Reduced -8.4k	-8,434 -0.6%
15	APYX MEDICAL CORPORATION COM APYX	APYX	1,039,641	$4.7m1.79%	1.79%	Reduced -1.4k	-1,429 -0.1%
16	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	15,534	$4.4m1.67%	1.67%	Added +67	+67 0.4%
17	JOHNSON & JOHNSON COM JNJ	JNJ	14,267	$3.6m1.39%	1.39%	Added +100	+100 0.7%
18	LANTHEUS HLDGS INC COM LNTH	LNTH	32,179	$3.6m1.37%	1.37%	Unchanged
19	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		104,363	$3.5m1.35%	1.35%	Reduced -57	-57 -0.1%
20	MEDIWOUND LTD SHS NEW MDWD	MDWD	228,137	$3.4m1.28%	1.28%	Added +28.1k	+28,132 14.1%
21	TRANSACT TECHNOLOGIES INC COM TACT	TACT	569,445	$3.3m1.27%	1.27%	Reduced -21.7k	-21,734 -3.7%
22	BRT APARTMENTS CORP COM BRT	BRT	157,558	$2.4m0.93%	0.93%	Added +1.8k	+1,833 1.2%
23	NUTANIX INC CL A NTNX	NTNX	47,055	$2.4m0.92%	0.92%	Added +166	+166 0.3%
24	GE AEROSPACE COM NEW GE	GE	6,388	$2.4m0.91%	0.91%	Added +83	+83 1.3%
25	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	62,480	$2.3m0.88%	0.88%	Unchanged
26	ONEOK INC NEW COM OKE	OKE	25,647	$2.2m0.85%	0.85%	Unchanged
27	METLIFE INC COM MET	MET	25,883	$2.2m0.84%	0.84%	Added +367	+367 1.4%
28	KINDER MORGAN INC DEL COM KMI	KMI	68,137	$2.2m0.83%	0.83%	Unchanged
29	MICROSOFT CORP COM MSFT	MSFT	5,762	$2.1m0.82%	0.82%	Unchanged
30	GOLUB CAP BDC INC COM GBDC	GBDC	155,944	$2.0m0.77%	0.77%	Added +3.7k	+3,667 2.4%
31	CORNING INC COM GLW	GLW	6,730	$1.7m0.66%	0.66%	Reduced -3.2k	-3,163 -32.0%
32	3D SYS CORP DEL NOTE 11/1 DDD 0 11.15.26	DDD 0 11.15.26	1,700,000	$1.6m0.60%	0.60%	Unchanged
33	ALLOT LTD SHS ALLT	ALLT	176,918	$1.6m0.60%	0.60%	Added +2.0k	+2,040 1.2%
34	COGNYTE SOFTWARE LTD ORD SHS CGNT	CGNT	165,497	$1.5m0.56%	0.56%	Added +1.5k	+1,500 0.9%
35	GE VERNOVA INC COM GEV	GEV	1,066	$1.3m0.48%	0.48%	Added +5	+5 0.5%
36	CORTEVA INC COM CTVA	CTVA	14,725	$1.2m0.48%	0.48%	Reduced -3.6k	-3,566 -19.5%
37	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,440	$1.2m0.47%	0.47%	Added +300	+300 9.6%
38	APPLE INC COM AAPL	AAPL	3,600	$1.0m0.40%	0.40%	Unchanged
39	RIBBON COMMUNICATIONS INC COM RBBN	RBBN	418,823	$980.0k0.38%	0.38%	Reduced -19.3k	-19,300 -4.4%
40	TRANE TECHNOLOGIES PLC SHS TT	TT	1,850	$908.6k0.35%	0.35%	Unchanged
41	AMERICAN EXPRESS CO COM AXP	AXP	2,645	$894.7k0.34%	0.34%	Unchanged
42	S&P GLOBAL INC COM SPGI	SPGI	2,000	$814.5k0.31%	0.31%	Unchanged
43	UIPATH INC CL A PATH	PATH	66,840	$726.6k0.28%	0.28%	Added +38.4k	+38,350 134.6%
44	PHARMING GROUP NV SPON ADS PHAR	PHAR	41,547	$577.1k0.22%	0.22%	Reduced -3.2k	-3,200 -7.2%
45	NEOGENOMICS INC COM NEW NEO	NEO	38,980	$568.7k0.22%	0.22%	Reduced -1.7k	-1,700 -4.2%
46	PFIZER INC COM PFE	PFE	23,283	$560.7k0.21%	0.21%	Added +167	+167 0.7%
47	MPLX LP COM UNIT REP LTD MPLX	MPLX	9,644	$543.2k0.21%	0.21%	Unchanged
48	JPMORGAN CHASE & CO COM JPM	JPM	1,554	$508.7k0.19%	0.19%	Added +100	+100 6.9%
49	NORFOLK SOUTHN CORP COM NSC	NSC	1,430	$449.9k0.17%	0.17%	Unchanged
50	NIAGEN BIOSCIENCE INC COM NEW NAGE	NAGE	140,602	$448.5k0.17%	0.17%	Added +2.5k	+2,500 1.8%
51	ALPHABET INC CAP STK CL C GOOG	GOOG	1,263	$446.3k0.17%	0.17%	Unchanged
52	RITHM CAPITAL CORP COM NEW RITM	RITM	44,740	$420.1k0.16%	0.16%	Added +3.9k	+3,900 9.6%
53	AMERICA MOVIL SAB DE CV SPON ADS RP CL B AMX	AMX	15,492	$402.6k0.15%	0.15%	Unchanged
54	WILEY JOHN & SONS INC CL A WLY	WLY	8,110	$393.4k0.15%	0.15%	Unchanged
55	SOPHIA GENETICS SA ORDINARY SHARES SOPH	SOPH	66,869	$385.8k0.15%	0.15%	Added +14.9k	+14,899 28.7%
56	CRESCENT CAP BDC INC COM CCAP	CCAP	29,560	$322.8k0.12%	0.12%	Added +1.5k	+1,500 5.3%
57	EXXON MOBIL CORP COM XOM	XOM	2,325	$317.9k0.12%	0.12%	Unchanged
58	LEONARDO DRS INC COM DRS	DRS	7,090	$302.5k0.12%	0.12%	Unchanged
59	INTEL CORP COM INTC	INTC	2,100	$293.2k0.11%	0.11%	New
60	ECOLAB INC COM ECL	ECL	957	$266.6k0.10%	0.10%	Unchanged
61	EVERSPIN TECHNOLOGIES INC COM MRAM	MRAM	10,362	$250.6k0.10%	0.10%	Reduced -500	-500 -4.6%
62	QUICKLOGIC CORP COM NEW QUIK	QUIK	11,803	$235.7k0.09%	0.09%	Reduced -500	-500 -4.1%
63	MERCURY SYS INC COM MRCY	MRCY	1,700	$208.0k0.08%	0.08%	New
64	PUTNAM ETF TRUST FRANKLIN CALIF FTCA	FTCA	23,050	$171.0k0.07%	0.07%	Unchanged
65	ACCURAY INC COM ARAY	ARAY	658,915	$169.9k0.07%	0.07%	Added +3.2k	+3,234 0.5%
66	BIOHARVEST SCIENCES INC COM NEW BHST	BHST	57,723	$162.8k0.06%	0.06%	Added +31.6k	+31,624 121.2%
67	OXFORD SQUARE CAP CORP COM OXSQ	OXSQ	106,710	$140.9k0.05%	0.05%	Unchanged
68	ASP ISOTOPES INC COM ASPI	ASPI	12,440	$77.4k0.03%	0.03%	New
69	AC IMMUNE SA SHS ACIU	ACIU	10,000	$23.8k0.01%	0.01%	Unchanged
70	VOLITIONRX LTD COMMON STK VNRX	VNRX	12,520	$16.9k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DIGIMARC CORP NEW		779,255	$3.8m779.3k shares
DOW INC DOW	DOW	16,579	$690.5k16.6k shares
VOLITIONRX LTD		251,215	$50.7k251.2k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
TRANSACT TECHNOLOGIES INC TACT · 13G · filed 2026-02-17	TACT	6.0%≈ $3.5m	-1.4 pts	13G	2026-02-17