1y return+54.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $143 against $157 in the S&P 500.2
Silverberg Bernstein Capital Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MTSIMacom Tech Solutions Hldgs I | $45.5M | 17.4% | −2.9% |
| PDFSPdf Solutions Inc | $33.0M | 12.6% | −1.5% |
| HLITHarmonic Inc | $21.4M | 8.2% | −1.4% |
| ADIAnalog Devices Inc | $14.3M | 5.5% | +1.4% |
| TXNTexas Instrs Inc | $14.1M | 5.4% | |
| DDD3d Sys Corp Del | $8.4M | 3.2% | +5.1% |
| PTCPtc Inc | $8.2M | 3.1% | |
| NVECNve Corp | $7.2M | 2.8% | |
| TDAYUsa Today Co Inc | $6.8M | 2.6% | |
| DMRCDigimarc Corp | $6.6M | 2.5% | New |
| CEVACeva Inc | $6.6M | 2.5% | −1.2% |
| Kornit Digital LtdCUSIP M6372Q113 | $6.3M | 2.4% | +8.3% |
| GSITGsi Technology Inc | $6.1M | 2.3% | |
| KOPNKopin Corp | $5.8M | 2.2% | |
| APYXApyx Medical Corporation | $4.7M | 1.8% | |
| IBMInternational Business Machs | $4.4M | 1.7% | |
| JNJJohnson & Johnson | $3.6M | 1.4% | |
| LNTHLantheus Hldgs Inc | $3.6M | 1.4% | |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | $3.5M | 1.4% | |
| Mediwound LtdCUSIP M68830112 | $3.4M | 1.3% | +14.1% |
| TACTTransact Technologies Inc | $3.3M | 1.3% | −3.7% |
| BRTBrt Apartments Corp | $2.4M | 0.9% | +1.2% |
| NTNXNutanix Inc | $2.4M | 0.9% | |
| GEGe Aerospace | $2.4M | 0.9% | +1.3% |
| EPDEnterprise Prods Partners L | $2.3M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2024 | +437.5% | $1.7M |
| Allot LtdCUSIP M0854Q105 | December 31, 2023 | +436.4% | $1.6M |
| MTSIMacom Tech Solutions Hldgs I | December 31, 2023 | +309.2% | $45.5M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $1.3M |
| TDAYUsa Today Co Inc | December 31, 2023 | +271.7% | $6.8M |
| Teva Pharmaceutical Inds LtdCUSIP 881624209 | December 31, 2023 | +224.5% | $3.5M |
| GEGe Aerospace | December 31, 2023 | +192.8% | $2.4M |
| GSITGsi Technology Inc | December 31, 2023 | +192.8% | $6.1M |
| KOPNKopin Corp | December 31, 2023 | +120.7% | $5.8M |
| PDFSPdf Solutions Inc | December 31, 2023 | +120.3% | $33.0M |
Sold off last quarter
- Digimarc Corp NewCUSIP 25381B101 was $3.8M
- DOWDow Hldgs Inc was $691K
- Volitionrx LtdCUSIP 928661107 was $51K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +44.8% | +14.8% |
| March 31, 2026 | +2.9% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +2.3% | +7.8% |
| June 30, 2025 | +10.9% | +10.5% |
| March 31, 2025 | −24.3% | −4.6% |
| December 31, 2024 | +6.6% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +0.4% | +4.0% |
| March 31, 2024 | −1.5% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Silverberg Bernstein Capital Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2007880&type=13F-HR&dateb=&owner=include&count=40CIK 2007880
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2007880/000200788026000004/Filed July 7, 2026 · accession 0002007880-26-000004