Bourgeon Capital Management
PRIM icon

Bourgeon Capital Management’s Primoris Services PRIM Stock Holding History

Bourgeon Capital Management’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.56M Sell
20,945
-89,545
-81% -$7.22M 0.22% 57
2026
Q2 		$11M Buy
+110,490
New +$14.5M 1.61% 27

Other funds holding PRIM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
VHMC
Value Holdings Management Company Hampton Bays, New York $548M AUM 28.02% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Bourgeon Capital Management's PRIM Position: Q3 2026 in Review

Bourgeon Capital Management reduced its Primoris Services (PRIM) stake by 81% in Q3 2026, selling an estimated $7.22M and leaving 20,945 shares worth $1.56M. The position accounts for 0.22% of the portfolio, ranked #57.

Bourgeon Capital Management first reported a position in PRIM in Q2 2026 and has held it in 2 quarters since. The position peaked at $11M in Q2 2026. 217 funds tracked by Wall St. Rank hold PRIM as of Q3 2026.

  • Bourgeon Capital Management held 20,945 shares of Primoris Services worth $1.56M as of Q3 2026.
  • Bourgeon Capital Management sold 89,545 Primoris Services shares in Q3 2026, an estimated $7.22M.
  • Primoris Services made up 0.22% of Bourgeon Capital Management's portfolio in Q3 2026, its #57 holding.
  • Bourgeon Capital Management first reported a position in Primoris Services in Q2 2026 and has held it in 2 quarters since.
  • Bourgeon Capital Management's Primoris Services position peaked at $11M in Q2 2026.
  • 217 funds tracked by Wall St. Rank held Primoris Services as of Q3 2026.

Based on Bourgeon Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.