Fund HoldingsBerbice Capital Management LLC

Total Portfolio Value
$193.18M
Total Bought
$45.65M
Total Sold
$11.45M
Net Transaction
+$34.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ROUNDHILL GENERATIVE AI TECNG
ROUNDHILL GENER
27,14979,814+52,6651,6797,8764.08%+6,197
NVIDA CORP(NVDA)0157,880+157,880031,59016.35%+31,590
ISHARES AI INVATN AND TEC ACT
ISHA I IN TE ETF
82,358126,228+43,8702,7146,6553.44%+3,941
VISTASHARES ARTIFICIAL INTELLIGENCE SUPRCYCLE
VIST ARTI IN ETF
27,40146,611+19,2101,1483,9762.06%+2,828
WISDOMTREE ART INTLL AND INNVT(WT)26,24074,959+48,7197413,5581.84%+2,818
VANECK SEMICONDUCTOR
SEMICONDUCTR ETF
5,5747,534+1,9602,1374,9412.56%+2,804
ALPHABET INC.(GOOG)034,261+34,261012,2446.34%+12,244
ISHARES SEMICONDUCTOR2,8005,493+2,6939203,5201.82%+2,599
BROADCOM(AVGO)033,980+33,980012,8366.64%+12,836
AMAZON COM INC(AMZN)049,930+49,930011,9006.16%+11,900
TAIWAN SEMICONDUCTOR(TSM)11,43511,910+4753,8645,6882.94%+1,823
INVSC SP 500 MOMENTUM037,833+37,83305,6662.93%+5,666
KLA CORP(KLAC)9409,400+8,4601,3842,8361.47%+1,452
LAM RESEARCH CORP(LRCX)5,2005,300+1001,1112,2971.19%+1,186
ALPHABET INC.(GOOG)015,760+15,76005,5682.88%+5,568
INVESCO SEMICONDUCTORS
SEMICONDUCTORS
05,500+5,50001,0330.53%+1,033
ISHARES MSCI USA MOMNTUM
MSCI USA MMENTM
06,187+6,18702,1211.10%+2,121
APPLE INC(AAPL)021,056+21,05606,0933.15%+6,093
ALGER AI ENABLER AND ADOPTERS46,91449,514+2,6001,5502,2601.17%+710
COHERENT CORP(COHR)4,4004,40001,0481,7360.90%+688
ISHARES FUTURE AI AND TECH
FUTU AI TECH ETF
8,25413,798+5,5443841,0510.54%+667
INVSC QQQ TRUST SRS 103,730+3,73002,7471.42%+2,747
VISA INC(V)016,912+16,91205,8023.00%+5,802
VERTIV HOLDINGS CO(VRT)5,9005,90001,4781,9751.02%+497
ADVANCED MICRO DEVICES(AMD)01,226+1,22607120.37%+712
APPLIED MATERIALS1,1401,14003908240.43%+435
ASML HOLDING
N Y REGISTRY SHS
62062008191,2330.64%+415
CELESTICA INC(CLS)4,7504,760+101,3381,7360.90%+398
ASTERA LABS INC(ALAB)01,100+1,10005310.28%+531
ISHARES MSCI TAIWAN
MSCI TAIWAN ETF
03,010+3,01003270.17%+327
ARISTA NETWORKS INC5,2605,560+3006469450.49%+299
ISHARES MSCI SOUTH KOREA1,0002,000+1,0001234040.21%+281
INVESCO AI AND NEXT GEN SOFTWARE
AI AND NEXT GEN
02,616+2,61602720.14%+272
MICROSOFT CORP(MSFT)030,221+30,221011,2735.84%+11,273
NEBIUS GROUP(NBIS)1,2001,20001253310.17%+207
HOWMET AEROSPACE INC(HWM)3,3003,500+2007619410.49%+180
FIRST TRUST NASDAQ SEMICONDUCTOR
NASDQ SEMCNDTR
0500+50001420.07%+142
T ROWE PRICE TECHNOLOGY
TECHNOLOGY ETF
02,800+2,80001250.06%+125
CORNING INC(GLW)1,0001,00001362550.13%+119
AMPHENOL CORP2,0002,00002533530.18%+100
MARVELL TECH(MRVL)0465+46501390.07%+139
BOEING(BA)1,7191,969+2503424260.22%+84
ROUNDHILL MEMORY01,100+1,1000810.04%+81
INVESCO PHLX SEMICONDUCTOR
INVESCO PHLX SM
0720+7200810.04%+81
TERADYNE INC(TER)325340+15961650.09%+68
SANDISK CORP(SNDK)2535+1016800.04%+64
WOODWARD INC(WWD)600650+502152770.14%+62
SEAGATE TECHNOLOGY
ORD SHS
100100039970.05%+57
ANALOG DEVICE(ADI)52052001652070.11%+41
GLOBAL X AI SEMICONDUCTOR & QUANTUM
AI SEMI QUAN ETF
0301+3010320.02%+32
QUANTA SVCS INC1401400771010.05%+24
FUNDRISE INNOVATION FUND(VCX)0260+2600220.01%+22
DEFIANCE QUANTUM
DEFIA QUANT ETF
0125+1250210.01%+21
GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY
ARTIFICIAL ETF
0300+3000200.01%+20
WESTERN DIGITAL CORP(WDC)5050014320.02%+18
UBS GROUP(UBS)01,700+1,7000840.04%+84
GOLDMAN SACHS GROUP(GS)0100+10001010.05%+101
ROCKET LAB USA INC0400+4000410.02%+41
CIENA CORP(CIEN)3050+2012250.01%+13
CISCO SYS INC(CSCO)301301023350.02%+12
SPACE EXPLORATION TECHNOLOGIES CORP070+700120.01%+12
RALPH LAUREN CORP(RL)200200069800.04%+11
FABRINET(FN)26026001361460.08%+11
HSBC HLDGS PLC(HSBC)800800066760.04%+10
ALGER CONCENTRATED EQUITY1,3001,200-10040500.03%+9
UNITEDHEALTH GROUP INC(UNH)0106+1060440.02%+44
TTM TECHNOLOGIES INC(TTMI)100100010190.01%+9
TOWER SEMICONDUCTOR LTD(TSEM)100100018260.01%+9
GE VERNOVA INC(GEV)2525022290.02%+8
ELI LILLY & CO(LLY)020+200240.01%+24
NAVITAS SEMICONDUCTOR CO(NVTS)5005000490.00%+5
CEREBRAS SYSTEMS INC020+20040.00%+4
MARATHON PETE CORP(MPC)200200049510.03%+2
AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME1000-10040-4
BLOOM ENERGY CORP300-3040-4
D-WAVE QUANTUM INC(QBTS)3000-30040-4
TEMPUS AI INC(PSNL)000000
APPLIED DIGITAL CORP2000-20050-5
VALE S A3000-30050-5
GLOBAL X URANIUM
GLOBAL X URANIUM
1000-10050-5
OKLO INC(OKLO)000000
NIKE INC(NKE)1000-10050-5
RIGETTI COMPUTING INC(RGTI)000000
MITSUBISHI UFJ FINANCIAL GROUP(MUFG)4000-40070-7
CATERPILLAR INC(CAT)100-1070-7
MP MATERIALS CORP(MP)000000
NORWEGIAN CRUISE LINE
SHS
000000
GRANITESHARES PLATINUM TRUST(PLTM)4000-40080-8
STATE STREET REAL ESTATE
ST STR REAL ETF
2000-20080-8
BARCLAYS PLC000000
CREDO TECHNOLOGY GROUP
ORDINARY SHARES
000000
AIRBUS SE000000
INVESCO AEROSPACE & DEFENSE
AEROSPACE DEFN
600-60100-10
STATE STREET SPDR S&P
SP KENSHO FINAL
1000-100100-10
STATE STREET MATERIALS
ST STR MATER ETF
2000-200100-10
BHP GROUP LTD500300-20036250.01%-11
VANECK VIETNAM7000-700120-12
WALMART INC(WMT)1000-100120-12
INVSC SP 500 TOP 50
S&P 500 TOP 50
000000
NRG ENERGY INC(NRG)1000-100150-15
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