Silverberg Bernstein Capital Management LLC

RIA/Wealth

Silverberg Bernstein Capital Management LLC is a RIA/Wealth based in Armonk, NY led by Irwin Warren Silverberg, reporting $173.4M in AUM as of Q3 2025 with 72% Technology concentration, 57% concentrated in top 10 holdings, and 72% technology allocation.

Managing PartnerIrwin Warren Silverberg

Portfolio Value: $163.4M
Positions: 66
Top Holding: MTSI at 9.73%
Last Reported: Q3 2025

Address4 Miller Circle, Armonk, NY, 10504, United States

Top Holdings

Largest long holdings in Silverberg Bernstein Capital Management LLC's portfolio (56.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 MACOM Technology Solutions MTSI	Semiconductors Technology	$15.9M	9.73%	+$2.2M Bought	0.17% 127.6K shares	Q4 2023 Held for 1y 11m
2 PTC PTC	Software - Application Technology	$14.2M	8.67%	+$1.1M Bought	0.06% 69.8K shares	Q4 2023 Held for 1y 11m
3 Harmonic HLIT	Communication Equipment Technology	$12.7M	7.77%	+$1.3M Bought	1.10% 1.2M shares	Q4 2023 Held for 1y 11m
4 PDF Solutions PDFS	Software - Application Technology	$11.8M	7.25%	+$1.0M Bought	1.16% 458.8K shares	Q4 2023 Held for 1y 11m
5 Texas Instruments TXN	Semiconductors Technology	$8.2M	5.04%	-$626.2K Sold	0.00% 44.8K shares	Q4 2023 Held for 1y 11m
6 Analog Devices ADI	Semiconductors Technology	$7.7M	4.74%	+$169.0K Bought	0.01% 31.5K shares	Q4 2023 Held for 1y 11m
7 3D Systems DDD	Computer Hardware Technology	$6.8M	4.15%	+$865.2K Bought	1.82% 2.3M shares	Q4 2023 Held for 1y 11m
8 Digimarc DMRC	Information Technology Services Technology	$6.8M	4.15%	+$704.0K Bought	3.20% 693.2K shares	Q4 2023 Held for 1y 11m
9 NVE Corporation NVEC	Semiconductors Technology	$4.4M	2.72%	+$745.4K Bought	1.41% 68.0K shares	Q4 2023 Held for 1y 11m
10 International Business Machines IBM	Information Technology Services Technology	$4.2M	2.60%	+$169.3K Bought	0.00% 15.1K shares	Q4 2023 Held for 1y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Silverberg Bernstein Capital Management LLC's latest filing

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GthenC

Market Value

$163.4M

Prior: $144.8M

Q/Q Change

+12.84%

+$18.6M

Net Flows % of MV

+9.32%

Turnover Ratio

5.32%

New Purchases

2 stocks

$549.1K

Added To

45 stocks

+$15.8M

Sold Out Of

2 stocks

$251.4K

Reduced Holdings

6 stocks

-$825.9K

Increased Positions

Position	Shares Δ	Change
1 Norfolk Southern NSC	New	0 → 1.3K +$384.5K
2 UiPath PATH	New	0 → 12.3K +$164.6K
3 Crescent Capital BDC, Inc. CCAP	+60.3%	14.8K → 23.7K +$126.9K
4 Pfizer PFE	+54.15%	13.9K → 21.4K +$191.1K
5 American Express AXP	+46.94%	1.8K → 2.6K +$280.7K

Decreased Positions

Position	Shares Δ	Change
1 Global Partners GLP	Sold	4.2K → 0 −$218.8K
2 Durect Corporation DRRX	Sold	51.3K → 0 −$32.6K
3 Exxon Mobil XOM	-34.04%	3.5K → 2.3K −$135.3K
4 Texas Instruments TXN	-7.07%	48.2K → 44.8K −$626.2K
5 Leonardo DRS, Inc. DRS	-5.1%	7.8K → 7.4K −$18.2K