AI Portfolio Summary
In 2025 Q4, Silverberg Bernstein Capital Management LLC maintained a portfolio of 67 distinct positions. They heavily accumulated shares in PDF SOLUTIONS INC, increasing their position by 3.3%. Conversely, Silverberg Bernstein Capital Management LLC completely exited their position in SYNCHRONOSS TECHNOLO.
Total Positions
67
Quarter
2025 Q4
Top Holding
MTSI (12.3%)
Top 10 Concentration
56.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 67
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MTSI
MACOM TECH SOLU...
|
Technology | 12.32% | 9.64% |
#1
Prev: #1
|
6.5 | -3,108 | -2.4% |
P
S
|
124,524 | $21,328,471 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDFS
PDF SOLUTIONS I...
|
Technology | 7.81% | 7.19% |
#2
2
Prev: #4
|
5.1 | 15,100 | 3.3% |
P
S
|
473,883 | $13,519,882 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HLIT
HARMONIC INC
|
Technology | 7.42% | 7.70% |
#3
Prev: #3
|
4.5 | 52,545 | 4.2% |
P
S
|
1,299,638 | $12,853,420 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PTC
PTC INC
|
Technology | 7.30% | 8.59% |
#4
2
Prev: #2
|
3.9 | 2,800 | 4.0% |
P
S
|
72,566 | $12,641,723 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 5.47% | 4.70% |
#5
1
Prev: #6
|
4.7 | 3,400 | 10.8% |
P
S
|
34,942 | $9,476,270 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 4.76% | 4.99% |
#6
1
Prev: #5
|
3.9 | 2,708 | 6.0% |
P
S
|
47,492 | $8,239,387 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSIT
GSI TECHNOLOGY ...
|
Technology | 2.78% | 1.68% |
#7
12
Prev: #19
|
1.6 | 21,332 | 2.8% |
P
S
|
774,506 | $4,809,682 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 2.75% | 2.30% |
#8
3
Prev: #11
|
3.1 | 50,174 | 17.9% |
P
S
|
331,256 | $4,763,461 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DMRC
DIGIMARC CORP N...
|
Technology | 2.74% | 4.11% |
#9
1
Prev: #8
|
1.6 | 30,963 | 4.5% |
P
S
|
724,145 | $4,750,388 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
INTERNATIONAL B...
|
Technology | 2.69% | 2.58% |
#10
Prev: #10
|
1.6 | 650 | 4.3% |
P
S
|
15,700 | $4,650,497 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDD
3-D SYS CORP DE...
|
Technology | 2.63% | 4.12% |
#11
4
Prev: #7
|
3.1 | 233,659 | 10.0% |
P
S
|
2,572,629 | $4,553,553 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVEC
NVE CORP
|
Technology | 2.41% | 2.69% |
#12
3
Prev: #9
|
1.5 | 2,470 | 3.6% |
P
S
|
70,477 | $4,181,400 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GCI
USA TODAY CO IN...
|
Unknown | 2.29% | 1.87% |
#13
3
Prev: #16
|
1.4 | 26,340 | 3.5% |
P
S
|
771,560 | $3,973,534 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APYX
APYX MEDICAL CO...
|
Healthcare | 2.09% | 1.28% |
#14
7
Prev: #21
|
1.3 | 46,500 | 4.7% |
P
S
|
1,033,003 | $3,615,511 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDWD
MEDIWOUND LTD
|
Healthcare | 1.96% | 1.89% |
#15
Prev: #15
|
2.8 | 11,108 | 6.4% |
P
S
|
183,924 | $3,395,237 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEVA
CEVA INC
|
Technology | 1.74% | 2.12% |
#16
4
Prev: #12
|
2.7 | 7,700 | 5.8% |
P
S
|
140,147 | $3,015,963 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KOPN
KOPIN CORP
|
Technology | 1.73% | 1.77% |
#17
1
Prev: #18
|
2.7 | 75,400 | 6.3% |
P
S
|
1,277,409 | $2,989,137 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEVA
TEVA PHARMACEUT...
|
Healthcare | 1.72% | 1.12% |
#18
8
Prev: #26
|
1.2 | 4,000 | 4.4% |
P
S
|
95,317 | $2,974,844 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.68% | 1.47% |
#19
1
Prev: #20
|
2.7 | 1,000 | 7.7% |
P
S
|
14,067 | $2,911,166 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.61% | 1.81% |
#20
3
Prev: #17
|
1.6 | no change | no change |
P
S
|
5,762 | $2,786,618 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTNX
NUTANIX INC
|
Technology | 1.36% | 1.96% |
#21
8
Prev: #13
|
2.5 | 2,300 | 5.3% |
P
S
|
45,622 | $2,358,201 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TACT
TRANSACT TECHNO...
|
Technology | 1.34% | 1.94% |
#22
8
Prev: #14
|
1.0 | -7,767 | -1.3% |
P
S
|
581,023 | $2,324,092 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNTH
LANTHEUS HLDGS ...
|
Healthcare | 1.23% | 0.91% |
#23
10
Prev: #33
|
2.5 | 2,500 | 8.5% |
P
S
|
31,879 | $2,121,547 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 1.16% | 1.19% |
#24
1
Prev: #23
|
1.5 | no change | no change |
P
S
|
62,480 | $2,003,109 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRT
BRT APARTMENTS ...
|
Real Estate | 1.15% | 1.14% |
#25
1
Prev: #24
|
2.5 | 15,628 | 13.0% |
P
S
|
135,555 | $1,992,659 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNCR
SYNCHRONOSS TEC...
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #66) |
0.0 | -11,472 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 67 holdings