Silverberg Bernstein Capital Management LLC holds a focused book of 70 stocks worth $261.1M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Digimarc Corp and trimmed Macom Technology Solutions H. Their largest long position is Macom Technology Solutions H at 17% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2007880/holdings"
Use Arkolith to show Silverberg Bernstein Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Macom Tech Solutions Hldgs I COM | $45.5M | 119.7K | 17.4% | ▼−2.9% Reduced · −4K sh | |
| 2 | PDF Solutions Inc COM | $33.0M | 465.8K | 12.6% | ▼−1.5% Reduced · −7K sh | |
| 3 | Harmonic Inc COM | $21.4M | 1.31M | 8.2% | ▼−1.4% Reduced · −18K sh | |
| 4 | Analog Devices Inc COM | $14.3M | 36.0K | 5.5% | ▲+1.4% Added · +500 sh | |
| 5 | Texas Instrs Inc COM | $14.1M | 47.4K | 5.4% | ▼−0.2% Reduced · −100 sh | |
| 6 | 3D Sys Corp Del COM NEW | $8.4M | 2.79M | 3.2% | ▲+5.1% Added · +135K sh | |
| 7 | PTC Inc COM | $8.2M | 72.4K | 3.1% | ▼−0.3% Reduced · −200 sh | |
| 8 | Nve Corp COM NEW | $7.2M | 69.2K | 2.8% | ▼−0.8% Reduced · −553 sh | |
| 9 | USA Today Co Inc COM | $6.8M | 793.0K | 2.6% | ▼−0.5% Reduced · −4K sh | |
| 10 | Digimarc Corp COM | $6.6M | 798.4K | 2.5% | ▲New New position | |
| 11 | Ceva Inc COM | $6.6M | 139.0K | 2.5% | ▼−1.2% Reduced · −2K sh | |
| 12 | Kornit Digital Ltd SHS | $6.3M | 389.7K | 2.4% | ▲+8.3% Added · +30K sh | |
| 13 | Gsi Technology Inc COM | $6.1M | 783.3K | 2.3% | ▼−0.3% Reduced · −2K sh | |
| 14 | Kopin Corp COM | $5.8M | 1.30M | 2.2% | ▼−0.6% Reduced · −8K sh | |
| 15 | Apyx Medical Corporation COM | $4.7M | 1.04M | 1.8% | ▼−0.1% Reduced · −1K sh | |
| 16 | International Business Machs COM | $4.4M | 15.5K | 1.7% | ▲+0.4% Added · +67 sh | |
| 17 | Johnson & Johnson COM | $3.6M | 14.3K | 1.4% | ▲+0.7% Added · +100 sh | |
| 18 | Lantheus Hldgs Inc COM | $3.6M | 32.2K | 1.4% | —Held | |
| 19 | Teva Pharmaceutical Inds Ltd SPONSORED ADS | $3.5M | 104.4K | 1.4% | ▼−0.1% Reduced · −57 sh | |
| 20 | Mediwound Ltd SHS NEW | $3.4M | 228.1K | 1.3% | ▲+14% Added · +28K sh | |
| 21 | Transact Technologies Inc COM | $3.3M | 569.4K | 1.3% | ▼−3.7% Reduced · −22K sh | |
| 22 | BRT Apartments Corp COM | $2.4M | 157.6K | 0.9% | ▲+1.2% Added · +2K sh | |
| 23 | Nutanix Inc CL A | $2.4M | 47.1K | 0.9% | ▲+0.3% Added · +166 sh | |
| 24 | Ge Aerospace COM NEW | $2.4M | 6.4K | 0.9% | ▲+1.3% Added · +83 sh | |
| 25 | Enterprise Prods Partners L COM | $2.3M | 62.5K | 0.9% | —Held | |
| 26 | Oneok Inc New COM | $2.2M | 25.6K | 0.9% | —Held | |
| 27 | Metlife Inc COM | $2.2M | 25.9K | 0.8% | ▲+1.4% Added · +367 sh | |
| 28 | Kinder Morgan Inc Del COM | $2.2M | 68.1K | 0.8% | —Held | |
| 29 | Microsoft Corp COM | $2.1M | 5.8K | 0.8% | —Held | |
| 30 | Golub Cap BDC Inc COM | $2.0M | 155.9K | 0.8% | ▲+2.4% Added · +4K sh | |
| 31 | Corning Inc COM | $1.7M | 6.7K | 0.7% | ▼−32% Reduced · −3K sh | |
| 32 | 3D Sys Corp Del NOTE 11/1 | $1.6M | 1.70M | 0.6% | —Held | |
| 33 | Allot Ltd SHS | $1.6M | 176.9K | 0.6% | ▲+1.2% Added · +2K sh | |
| 34 | Cognyte Software Ltd ORD SHS | $1.5M | 165.5K | 0.6% | ▲+0.9% Added · +2K sh | |
| 35 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.5% | ▲+0.5% Added · +5 sh | |
| 36 | Corteva Inc COM | $1.2M | 14.7K | 0.5% | ▼−19% Reduced · −4K sh | |
| 37 | Alphabet Inc CAP STK CL A | $1.2M | 3.4K | 0.5% | ▲+9.6% Added · +300 sh | |
| 38 | Apple Inc COM | $1.0M | 3.6K | 0.4% | —Held | |
| 39 | Ribbon Communications Inc COM | $980K | 418.8K | 0.4% | ▼−4.4% Reduced · −19K sh | |
| 40 | Trane Technologies PLC SHS | $909K | 1.9K | 0.3% | —Held | |
| 41 | American Express Co COM | $895K | 2.6K | 0.3% | —Held | |
| 42 | S&P Global Inc COM | $815K | 2.0K | 0.3% | —Held | |
| 43 | Uipath Inc CL A | $727K | 66.8K | 0.3% | ▲+135% Added · +38K sh | |
| 44 | Pharming Group NV SPON ADS | $577K | 41.5K | 0.2% | ▼−7.2% Reduced · −3K sh | |
| 45 | Neogenomics Inc COM NEW | $569K | 39.0K | 0.2% | ▼−4.2% Reduced · −2K sh | |
| 46 | Pfizer Inc COM | $561K | 23.3K | 0.2% | ▲+0.7% Added · +167 sh | |
| 47 | MPLX LP COM UNIT REP LTD | $543K | 9.6K | 0.2% | —Held | |
| 48 | JPMorgan Chase & Co COM | $509K | 1.6K | 0.2% | ▲+6.9% Added · +100 sh | |
| 49 | Norfolk Southn Corp COM | $450K | 1.4K | 0.2% | —Held | |
| 50 | Niagen Bioscience Inc COM NEW | $449K | 140.6K | 0.2% | ▲+1.8% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 70 | $261.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 68 | $181.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 66 | $173.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 67 | $164.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 67 | $145.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 62 | $107.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 54 | $113.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 52 | $109.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.