Berbice Capital Management LLC Diversified Active

Location: Melville, NY

CIK: 0002051605 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 6, 2026

Total Value: $153M (100.0% shares, 0.0% debt)

Holdings (159)

NVDA NVIDA CORP 17.9%
Value $27.41M Shares 157,180 Est. Cost $137.79 Unrealized +35.4%
META META PLATFORM 8.1%
Value $12.32M Shares 21,525 Est. Cost $598.31 Unrealized +9.6%
MSFT MICROSOFT CORP 7.2%
Value $11.02M Shares 29,783 Est. Cost $429.83 Unrealized +1.1%
AVGO BROADCOM 6.7%
Value $10.26M Shares 33,165 Est. Cost $185.87 Unrealized +79.8%
AMZN AMAZON COM INC 6.6%
Value $10.07M Shares 48,368 Est. Cost $207.20 Unrealized +9.5%
GOOGL ALPHABET INC. 6.3%
Value $9.57M Shares 33,280 Est. Cost $178.51 Unrealized +81.1%
AAPL APPLE INC 3.5%
Value $5.344M Shares 21,056 Est. Cost $234.51 Unrealized +12.1%
MA MASTERCARD INC 3.5%
Value $5.312M Shares 10,631 Est. Cost $514.68 Unrealized +4.7%
V VISA INC 3.4%
Value $5.263M Shares 17,412 Est. Cost $298.33 Unrealized +10.3%
GOOG ALPHABET INC. 3.0%
Value $4.515M Shares 15,740 Est. Cost $182.56 Unrealized +77.3%
COST COSTCO WHSL CORP NEW 2.7%
Value $4.07M Shares 4,085 Est. Cost $922.64 Unrealized +4.5%
SPMO INVSC SP 500 MOMENTUM 2.6%
Value $4.017M Shares 35,833 Est. Cost $105.77 Unrealized
TSM TAIWAN SEMICONDUCTOR 2.5%
Value $3.864M Shares 11,435 Est. Cost $240.60 Unrealized
HD HOME DEPOT INC 2.1%
Value $3.217M Shares 9,780 Est. Cost $397.26 Unrealized -5.1%
BAI ISHARES AI INVATN AND TEC ACT 1.8%
Value $2.714M Shares 82,358 Est. Cost $31.42 Unrealized
QQQ INVSC QQQ TRUST SRS 1 1.4%
Value $2.153M Shares 3,730 Est. Cost $511.93 Unrealized
SMH VANECK SEMICONDUCTOR 1.4%
Value $2.137M Shares 5,574 Est. Cost $331.47 Unrealized
APP APPLOVIN CORP 1.3%
Value $1.956M Shares 4,915 Est. Cost $368.25 Unrealized +37.7%
CHAT ROUNDHILL GENERATIVE AI TECNG 1.1%
Value $1.679M Shares 27,149 Est. Cost $61.23 Unrealized
ALAI ALGER AI ENABLER AND ADOPTERS 1.0%
Value $1.55M Shares 46,914 Est. Cost $35.80 Unrealized
VRT VERTIV HOLDINGS CO 1.0%
Value $1.478M Shares 5,900 Est. Cost $117.62 Unrealized +69.9%
KLAC KLA CORP 0.9%
Value $1.384M Shares 940 Est. Cost $672.48 Unrealized +117.4%
MTUM ISHARES MSCI USA MOMNTUM 0.9%
Value $1.341M Shares 5,587 Est. Cost $213.71 Unrealized
CELESTICA INC 0.9%
Value $1.338M Shares 4,750 Est. Cost $156.19 Unrealized
AIS VISTASHARES ARTIFICIAL INTELLIGENCE SUPRCYCLE 0.8%
Value $1.148M Shares 27,401 Est. Cost $41.41 Unrealized
LAM RESEARCH 0.7%
Value $1.111M Shares 5,200 Est. Cost $79.00 Unrealized
COHR COHERENT CORP 0.7%
Value $1.048M Shares 4,400 Est. Cost $91.04 Unrealized +134.3%
ABBV ABBVIE INC 0.7%
Value $1.047M Shares 4,815 Est. Cost $177.48 Unrealized +25.4%
SOXX ISHARES SEMICONDUCTOR 0.6%
Value $920K Shares 2,800 Est. Cost $328.66 Unrealized
ASML ASML HOLDING 0.5%
Value $819K Shares 620 Est. Cost $730.06 Unrealized
HWM HOWMET AEROSPACE INC 0.5%
Value $761K Shares 3,300 Est. Cost $146.18 Unrealized +55.0%
WTAI WISDOMTREE ART INTLL AND INNVT 0.5%
Value $741K Shares 26,240 Est. Cost $28.29 Unrealized
ARISTA NETWORKS INC 0.4%
Value $646K Shares 5,260 Est. Cost $107.54 Unrealized
SHOP SHOPIFY INC 0.4%
Value $595K Shares 5,013 Est. Cost $97.26 Unrealized +40.3%
XLI STATE STREET INDUSTRIALS 0.3%
Value $518K Shares 3,200 Est. Cost $136.28 Unrealized
IWF ISHARES RUSSELL 1000 0.3%
Value $481K Shares 1,129 Est. Cost $386.61 Unrealized
AMAT APPLIED MATERIALS 0.3%
Value $390K Shares 1,140 Est. Cost $181.91 Unrealized +79.5%
ARTY ISHARES FUTURE AI AND TECH 0.3%
Value $384K Shares 8,254 Est. Cost $41.74 Unrealized
AXP AMERICAN EXPRESS 0.2%
Value $352K Shares 1,164 Est. Cost $283.68 Unrealized +25.6%
BA BOEING 0.2%
Value $342K Shares 1,719 Est. Cost $212.27 Unrealized +12.4%
ORCL ORACLE CORP 0.2%
Value $316K Shares 2,150 Est. Cost $194.29 Unrealized -12.7%
GE GE AEROSPACE 0.2%
Value $312K Shares 1,100 Est. Cost $203.21 Unrealized +56.6%
TDG TRANSDIGM GROUP INC 0.2%
Value $272K Shares 235 Est. Cost $1246.85 Unrealized +9.2%
APH AMPHENOL CORP 0.2%
Value $253K Shares 2,000 Est. Cost $94.38 Unrealized +55.1%
AMD ADVANCED MICRO DEVICES 0.2%
Value $249K Shares 1,226 Est. Cost $152.46 Unrealized +45.4%
XLV STATE STREET HEALTH CARE 0.2%
Value $249K Shares 1,700 Est. Cost $152.39 Unrealized
SHLD GLOBAL X DEFENSE TECH 0.2%
Value $233K Shares 3,288 Est. Cost $70.84 Unrealized
VST VISTRA ENERGY CORP 0.2%
Value $230K Shares 1,530 Est. Cost $147.11 Unrealized +10.9%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $219K Shares 1,500 Est. Cost $67.84 Unrealized +127.3%
WWD WOODWARD INC 0.1%
Value $215K Shares 600 Est. Cost $233.21 Unrealized +51.5%
ITA ISHARES US AEROSPACE DEFENSE 0.1%
Value $208K Shares 950 Est. Cost $218.75 Unrealized
ALAB ASTERA LABS INC 0.1%
Value $197K Shares 1,800 Est. Cost $99.72 Unrealized +58.1%
INSM INSMED INC 0.1%
Value $196K Shares 1,200 Est. Cost $157.72 Unrealized +0.8%
ATFV ALGER 35 0.1%
Value $177K Shares 5,639 Est. Cost $31.37 Unrealized
ADI ANALOG DEVICE 0.1%
Value $165K Shares 520 Est. Cost $216.79 Unrealized +45.8%
CDNS CADENCE DESIGN 0.1%
Value $161K Shares 580 Est. Cost $287.16 Unrealized +5.6%
CEG CONSTELLATION ENERGY 0.1%
Value $140K Shares 500 Est. Cost $277.58 Unrealized +8.5%
GLW CORNING INC 0.1%
Value $136K Shares 1,000 Est. Cost $103.97 Unrealized +7.4%
FN FABRINET 0.1%
Value $136K Shares 260 Est. Cost $302.90 Unrealized +62.6%
NTRA NATERA INC 00500 0.1%
Value $125K Shares 625 Est. Cost $197.26 Unrealized +14.5%
NBIS NEBIUS GROUP 0.1%
Value $125K Shares 1,200 Est. Cost $63.73 Unrealized +51.2%
EWY ISHARES MSCI SOUTH KOREA 0.1%
Value $123K Shares 1,000 Est. Cost $113.98 Unrealized
NU NU HOLDINGS LTD 0.1%
Value $115K Shares 8,000 Est. Cost $13.30 Unrealized +30.3%
GDX VANECK GOLD MINERS 0.1%
Value $110K Shares 1,200 Est. Cost $78.53 Unrealized
NOW SERVICENOW INC 0.1%
Value $105K Shares 1,000 Est. Cost $177.81 Unrealized -31.8%
HCA HCA HEALTHCARE INC 0.1%
Value $104K Shares 220 Est. Cost $346.27 Unrealized +43.8%
TLN TALEN ENERGY CORP 0.1%
Value $102K Shares 320 Est. Cost $300.12 Unrealized +22.7%
XLK STATE STREET TECHNOLOGY 0.1%
Value $101K Shares 760 Est. Cost $188.25 Unrealized
IBM IBM CORP 0.1%
Value $96,956 Shares 400 Est. Cost $275.38 Unrealized +3.1%
TER TERADYNE INC 0.1%
Value $96,350 Shares 325 Est. Cost $125.26 Unrealized +112.3%
GS GOLDMAN SACHS GROUP 0.1%
Value $84,599 Shares 100 Est. Cost $544.86 Unrealized +71.2%
PWR QUANTA SVCS INC 0.1%
Value $76,863 Shares 140 Est. Cost $347.37 Unrealized +40.0%
EUAD SELECT STOXX EUROPE ASPCDFN 0.0%
Value $69,258 Shares 1,700 Est. Cost $40.74 Unrealized
RL RALPH LAUREN CORP 0.0%
Value $68,798 Shares 200 Est. Cost $269.72 Unrealized +34.6%
C CITIGROUP INC 0.0%
Value $68,046 Shares 600 Est. Cost $65.38 Unrealized +77.7%
XLE STATE STREET ENERGY 0.0%
Value $67,386 Shares 1,100 Est. Cost $58.25 Unrealized
UBS UBS GROUP 0.0%
Value $66,419 Shares 1,700 Est. Cost $33.32 Unrealized +36.7%
HSBC HSBC HLDGS PLC 0.0%
Value $65,992 Shares 800 Est. Cost $55.84 Unrealized
COPX GLOBAL X COPPER MINERS 0.0%
Value $61,080 Shares 800 Est. Cost $76.35 Unrealized
BIDU BAIDU INC 0.0%
Value $55,710 Shares 500 Est. Cost $111.42 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value $54,512 Shares 800 Est. Cost $68.14 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value $51,439 Shares 410 Est. Cost $125.46 Unrealized
TMO THERMO FISHER SCNTFC 0.0%
Value $49,153 Shares 100 Est. Cost $547.53 Unrealized +4.9%
MPC MARATHON PETE CORP 0.0%
Value $48,836 Shares 200 Est. Cost $165.78 Unrealized +11.4%
GRNY FUNDSTRAT GRANNY SHT US LARGE CAP 0.0%
Value $47,740 Shares 2,000 Est. Cost $23.87 Unrealized
MRVL MARVELL TECH 0.0%
Value $46,058 Shares 465 Est. Cost $92.33 Unrealized -12.2%
NFLX NETFLIX 0.0%
Value $43,268 Shares 450 Est. Cost $106.47 Unrealized -21.3%
PSTG EVERPURE INC 0.0%
Value $41,859 Shares 709 Est. Cost $56.38 Unrealized +25.9%
CNEQ ALGER CONCENTRATED EQUITY 0.0%
Value $40,456 Shares 1,300 Est. Cost $31.12 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value $39,888 Shares 600 Est. Cost $58.32 Unrealized +19.8%
SMFG SUMITOMO MITSUI FINANCIAL GROUP 0.0%
Value $39,500 Shares 2,000 Est. Cost $19.75 Unrealized
STX SEAGATE TECHNOLOGY 0.0%
Value $39,176 Shares 100 Est. Cost $169.71 Unrealized +121.8%
XOM EXXON MOBIL 0.0%
Value $37,071 Shares 219 Est. Cost $115.49 Unrealized +20.1%
BHP BHP GROUP LTD 0.0%
Value $36,370 Shares 500 Est. Cost $48.45 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $34,992 Shares 106 Est. Cost $552.89 Unrealized -44.2%
SPOT SPOTIFY TECHNOLOGY 0.0%
Value $33,944 Shares 70 Est. Cost $532.71 Unrealized -6.6%
SE SEA LTD 0.0%
Value $33,124 Shares 400 Est. Cost $82.81 Unrealized
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $31,760 Shares 4,000 Est. Cost $7.94 Unrealized
CRWD CROWDSTRIKE 0.0%
Value $31,233 Shares 80 Est. Cost $383.44 Unrealized +12.4%
EWZ ISHARES MSCI BRAZIL 0.0%
Value $30,712 Shares 800 Est. Cost $38.39 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value $28,395 Shares 500 Est. Cost $56.79 Unrealized
ROCKET LAB USA INC 0.0%
Value $25,688 Shares 400 Est. Cost $47.91 Unrealized
CVNA CARVANA CO 0.0%
Value $25,150 Shares 80 Est. Cost $253.29 Unrealized +61.3%
WFC WELLS FARGO & CO 0.0%
Value $23,883 Shares 300 Est. Cost $66.67 Unrealized +35.1%
CSCO CISCO SYS INC 0.0%
Value $23,355 Shares 301 Est. Cost $72.05 Unrealized +8.1%
BWXT BWX TECHNOLOGIES INC 0.0%
Value $22,494 Shares 110 Est. Cost $202.99 Unrealized 0.0%
GEV GE VERNOVA INC 0.0%
Value $21,823 Shares 25 Est. Cost $736.93 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value $21,666 Shares 105 Est. Cost $132.56 Unrealized +37.6%
TEVA TEVA PHARMACEUTICAL 0.0%
Value $21,084 Shares 700 Est. Cost $30.12 Unrealized
IONQ IONQ INC 0.0%
Value $20,902 Shares 725 Est. Cost $30.04 Unrealized +37.8%
CVX CHEVRON CORP 0.0%
Value $20,690 Shares 100 Est. Cost $151.40 Unrealized +13.5%
EZA ISHARES MSCI SOUTH AFRICA 0.0%
Value $20,340 Shares 300 Est. Cost $67.80 Unrealized
PGR PROGRESSIVE CORPORATION 0.0%
Value $19,824 Shares 100 Est. Cost $206.69 Unrealized 0.0%
SNPS SYNOPSYS 0.0%
Value $19,824 Shares 50 Est. Cost $545.10 Unrealized -13.5%
CRS CARPENTER TECHNOLOGY CORP 0.0%
Value $19,708 Shares 50 Est. Cost $349.30 Unrealized 0.0%
RTX RTX CORP 0.0%
Value $19,290 Shares 100 Est. Cost $131.75 Unrealized +49.2%
PANW PALO ALTO 0.0%
Value $19,238 Shares 120 Est. Cost $188.82 Unrealized -8.8%
RIO RIO TINTO PLC 0.0%
Value $18,658 Shares 200 Est. Cost $59.20 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $18,576 Shares 200 Est. Cost $68.38 Unrealized +27.5%
LLY ELI LILLY & CO 0.0%
Value $18,395 Shares 20 Est. Cost $821.26 Unrealized +27.5%
TSEM TOWER SEMICONDUCTOR LTD 0.0%
Value $17,548 Shares 100 Est. Cost $128.86 Unrealized 0.0%
RKT ROCKET COMPANIES 0.0%
Value $17,100 Shares 1,200 Est. Cost $18.64 Unrealized +8.1%
HOOD ROBINHOOD MKTS INC 0.0%
Value $16,632 Shares 240 Est. Cost $83.84 Unrealized +14.2%
ASTS AST SPACEMOBILE INC 0.0%
Value $16,574 Shares 200 Est. Cost $28.95 Unrealized +239.0%
UBER UBER TECHNOLOGIES INC 0.0%
Value $16,256 Shares 226 Est. Cost $74.31 Unrealized +5.9%
SNDK SANDISK CORP 0.0%
Value $15,884 Shares 25 Est. Cost $516.50 Unrealized 0.0%
EWW ISHARES MSCI MEXICO 0.0%
Value $15,046 Shares 200 Est. Cost $75.23 Unrealized
RDDT REDDIT INC 0.0%
Value $14,812 Shares 110 Est. Cost $189.65 Unrealized 0.0%
NVO NOVO NORDISK 0.0%
Value $14,700 Shares 400 Est. Cost $36.75 Unrealized
NRG NRG ENERGY INC 0.0%
Value $14,614 Shares 100 Est. Cost $158.48 Unrealized 0.0%
WDC WESTERN DIGITAL CORP 0.0%
Value $13,525 Shares 50 Est. Cost $151.55 Unrealized +65.8%
XLG INVSC SP 500 TOP 50 0.0%
Value $12,745 Shares 215 Est. Cost $49.16 Unrealized
WMT WALMART INC 0.0%
Value $12,428 Shares 100 Est. Cost $92.95 Unrealized +31.3%
VANECK VIETNAM 0.0%
Value $12,117 Shares 700 Est. Cost $18.32 Unrealized
CIEN CIENA CORP 0.0%
Value $11,647 Shares 30 Est. Cost $270.92 Unrealized 0.0%
XLB STATE STREET MATERIALS 0.0%
Value $9,994 Shares 200 Est. Cost $49.97 Unrealized
ROKT STATE STREET SPDR S&P 0.0%
Value $9,946 Shares 100 Est. Cost $99.46 Unrealized
PPA INVESCO AEROSPACE & DEFENSE 0.0%
Value $9,942 Shares 60 Est. Cost $165.70 Unrealized
TTMI TTM TECHNOLOGIES INC 0.0%
Value $9,742 Shares 100 Est. Cost $93.41 Unrealized 0.0%
EADSY AIRBUS SE 0.0%
Value $9,450 Shares 200 Est. Cost $58.22 Unrealized
CRDO CREDO TECHNOLOGY GROUP 0.0%
Value $9,387 Shares 100 Est. Cost $49.69 Unrealized +164.3%
BCS BARCLAYS PLC 0.0%
Value $8,464 Shares 400 Est. Cost $19.11 Unrealized
XLRE STATE STREET REAL ESTATE 0.0%
Value $8,166 Shares 200 Est. Cost $40.83 Unrealized
PLTM GRANITESHARES PLATINUM TRUST 0.0%
Value $7,564 Shares 400 Est. Cost $18.91 Unrealized
NCLH NORWEGIAN CRUISE LINE 0.0%
Value $7,480 Shares 400 Est. Cost $17.89 Unrealized +27.8%
MP MP MATERIALS CORP 0.0%
Value $7,239 Shares 150 Est. Cost $62.83 Unrealized -1.7%
CAT CATERPILLAR INC 0.0%
Value $7,085 Shares 10 Est. Cost $684.39 Unrealized 0.0%
MUFG MITSUBISHI UFJ FINANCIAL GROUP 0.0%
Value $6,788 Shares 400 Est. Cost $16.97 Unrealized
RGTI RIGETTI COMPUTING INC 0.0%
Value $5,616 Shares 400 Est. Cost $20.17 Unrealized +1.4%
NKE NIKE INC 0.0%
Value $5,282 Shares 100 Est. Cost $63.98 Unrealized 0.0%
OKLO OKLO INC 0.0%
Value $4,959 Shares 100 Est. Cost $21.44 Unrealized +274.7%
URA GLOBAL X URANIUM 0.0%
Value $4,843 Shares 100 Est. Cost $48.43 Unrealized
VALE VALE S A 0.0%
Value $4,773 Shares 300 Est. Cost $15.91 Unrealized
APLD APPLIED DIGITAL CORP 0.0%
Value $4,748 Shares 200 Est. Cost $34.31 Unrealized 0.0%
PSNL TEMPUS AI INC 0.0%
Value $4,522 Shares 100 Est. Cost $5.69 Unrealized +57.1%
NVTS NAVITAS SEMICONDUCTOR CO 0.0%
Value $4,385 Shares 500 Est. Cost $9.24 Unrealized 0.0%
QBTS D-WAVE QUANTUM INC 0.0%
Value $4,329 Shares 300 Est. Cost $23.66 Unrealized 0.0%
BE BLOOM ENERGY CORP 0.0%
Value $4,065 Shares 30 Est. Cost $144.65 Unrealized 0.0%
IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME 0.0%
Value $4,047 Shares 100 Est. Cost $40.47 Unrealized