Fund HoldingsSilverberg Bernstein Capital Management LLC

Total Portfolio Value
$107.42M
Total Bought
$39.38M
Total Sold
$3.68M
Net Transaction
+$35.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
S&P GLOBAL INC(SPGI)012,907+12,90706,5586.10%+6,558
MICROSOFT CORP(MSFT)2,64211,642+9,0001,1144,3704.07%+3,257
TEXAS INSTRS INC(TXN)21,42832,828+11,4004,0185,8995.49%+1,881
CORTEVA INC(CTVA)024,779+24,77901,5591.45%+1,559
WILEY JOHN & SONS INC(WLY)015,800+15,80007040.66%+704
DOW INC(DOW)016,579+16,57905790.54%+579
ALPHABET INC(GOOG)02,923+2,92304570.43%+457
CORNING INC(GLW)4,35012,390+8,0402075670.53%+361
GE VERNOVA INC(GEV)0991+99103030.28%+303
ECOLAB INC(ECL)01,071+1,07102720.25%+272
LANTHEUS HLDGS INC(LNTH)20,12921,129+1,0001,8012,0621.92%+261
METLIFE INC(MET)10,75013,950+3,2008801,1201.04%+240
NUTANIX INC(NTNX)22,85523,455+6001,3981,6371.52%+239
JOHNSON & JOHNSON(JNJ)8,7009,000+3001,2581,4931.39%+234
CHROMADEX CORP80,53795,537+15,0004276590.61%+232
GLOBAL PARTNERS LP(GLP)04,150+4,15002220.21%+222
AMERICA MOVIL SAB DE CV(AMX)015,492+15,49202200.21%+220
INTERNATIONAL BUSINESS MACHS(IBM)11,90011,400-5002,6162,8352.64%+219
ENTERPRISE PRODS PARTNERS L(EPD)57,48057,48001,8031,9621.83%+160
BRT APARTMENTS CORP66,08478,985+12,9011,1911,3431.25%+151
3D SYS CORP DEL967,0001,100,100+133,1008591,0000.93%+141
GE AEROSPACE(GE)1,9492,007+583254020.37%+77
KINDER MORGAN INC DEL(KMI)42,11743,117+1,0001,1541,2301.15%+76
ACCURAY INC372,452451,352+78,9007378080.75%+70
ALLOT LTD93,572105,872+12,3005576050.56%+48
GOLUB CAP BDC INC(GBDC)60,10063,200+3,1009119570.89%+46
SOPHIA GENETICS SA22,46434,675+12,211701150.11%+45
MPLX LP(MPLX)6,8096,80903263640.34%+39
OXFORD SQUARE CAP CORP46,58255,919+9,3371141460.14%+32
PFIZER INC(PFE)8,2009,800+1,6002182480.23%+31
RITHM CAPITAL CORP(RITM)13,30014,300+1,0001441640.15%+20
JPMORGAN CHASE & CO.(JPM)1,2541,25403013080.29%+7
LEONARDO DRS INC(DRS)10,20010,20003303350.31%+6
DURECT CORP43,38844,691+1,30333360.03%+3
VOLITIONRX LTD133,913140,573+6,66080800.07%-0
AC IMMUNE SA10,00010,000027190.02%-8
APYX MEDICAL CORPORATION571,232646,569+75,3379038860.82%-17
COGNYTE SOFTWARE LTD99,633107,800+8,1678628410.78%-21
MEDIWOUND LTD91,884103,944+12,0601,6361,6131.50%-22
ONEOK INC NEW(OKE)23,21123,21102,3302,3032.14%-27
CRESCENT CAP BDC INC14,26014,26002742440.23%-30
TRANE TECHNOLOGIES PLC(TT)1,8501,85006836230.58%-60
PHARMING GROUP NV47,99747,99704834020.37%-82
QUICKLOGIC CORP13,42413,4240152690.06%-83
APPLE INC(AAPL)3,5003,50008767770.72%-99
TRANSACT TECHNOLOGIES INC403,328414,970+11,6421,6501,5271.42%-123
CEVA INC(CEVA)76,35489,254+12,9002,4092,2862.13%-123
NEOGENOMICS INC(NEO)21,18021,080-1003492000.19%-149
RIBBON COMMUNICATIONS INC316,110293,583-22,5271,3151,1511.07%-164
KOPIN CORP683,704737,504+53,8009306880.64%-242
NVE CORP36,46841,132+4,6642,9702,6222.44%-348
GSI TECHNOLOGY INC481,817524,953+43,1361,4601,0660.99%-394
TEVA PHARMACEUTICAL INDS LTD(TEVA)68,44072,160+3,7201,5081,1091.03%-399
ANALOG DEVICES INC(ADI)18,03616,871-1,1653,8323,4023.17%-430
KYNDRYL HLDGS INC(KD)13,0500-13,0504520-452
PTC INC(PTC)47,90850,308+2,4008,8097,7957.26%-1,014
GANNETT CO INC(TDAY)509,433535,866+26,4332,5781,5491.44%-1,029
3-D SYS CORP DEL1,323,7091,534,521+210,8124,3423,2533.03%-1,089
KORNIT DIGITAL LTD147,256170,120+22,8644,5583,2463.02%-1,312
PDF SOLUTIONS INC(PDFS)300,336328,316+27,9808,1336,2745.84%-1,859
MACOM TECH SOLUTIONS HLDGS I(MTSI)74,66374,013-6509,6997,4296.92%-2,270
HARMONIC INC(HLIT)783,127833,779+50,65210,3617,9967.44%-2,365
DIGIMARC CORP NEW
COM
457,678502,012+44,33417,1406,4365.99%-10,704
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