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Portfolio (Quarterly) Guide ↗

Silverberg Bernstein Capital Management LLC

· CIK 0002007880
13F Portfolio $181.5B AUM 68 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 34 Added 9 Reduced
Page 2 of 2  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NTNX NUTANIX INC Technology 46,889.0 $1.8M 0.98% +1K +2.8% $38.01 +21.6%
22 CGNT COGNYTE SOFTWARE LTD Technology 163,997.0 $1.3M 0.73% +1K +0.9% $8.10 +22.5%
23 ALLT ALLOT LTD Technology 174,878.0 $1.2M 0.64% +9K +5.7% $6.66 +8.6%
24 GEV GE VERNOVA INC Utilities 1,061.0 $926K 0.51% +21.0 +2.0% $872.90 +18.2%
25 NAGE NIAGEN BIOSCIENCE INC Healthcare 138,102.0 $609K 0.34% +7K +5.3% $4.41 -14.6%
26 JPM JPMORGAN CHASE & CO Financial Services 1,454.0 $428K 0.24% +100.0 +7.4% $294.16 +1.6%
27 NSC NORFOLK SOUTHN CORP Industrials 1,430.0 $410K 0.23% +150.0 +11.7% $287.00 +10.6%
28 RITM RITHM CAPITAL CORP Real Estate 40,840.0 $387K 0.21% +17K +74.5% $9.48 -3.4%
29 PATH UIPATH INC Technology 28,490.0 $316K 0.17% +16K +122.6% $11.10 -6.9%
30 DRS LEONARDO DRS INC Industrials 7,090.0 $316K 0.17% +200.0 +2.9% $44.52 -5.0%
31 SOPH SOPHIA GENETICS SA Healthcare 51,970.0 $257K 0.14% +4K +8.7% $4.95 -6.2%
32 ARAY ACCURAY INC DEL Healthcare 655,681.0 $254K 0.14% +7K +1.1% $0.39 -29.7%
33 OXSQ OXFORD SQUARE CAP CORP Financial Services 106,710.0 $189K 0.10% +32K +42.6% $1.77 -7.4%
34 VOLITIONRX LTD 251,215.0 $51K 0.03% +2K +0.8% $0.20
Page 2 of 2  ·  34 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 70.2%
Healthcare 8.9%
Industrials 4.9%
Communication Services 4.6%
Energy 4.5%
Financial Services 3.6%
Real Estate 1.4%
Basic Materials 1.4%
Utilities 0.5%