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 Q2	$11M	Buy	+110,490	New	+$14.5M	1.61%	27

Other funds holding PRIM

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Bourgeon Capital Management's PRIM Position: Q2 2026 in Review

Bourgeon Capital Management opened a new position in Primoris Services (PRIM) in Q2 2026: 110,490 shares worth $11M. The stake represents 1.61% of the portfolio and ranks #27 among its holdings.

56 funds tracked by Wall St. Rank hold PRIM as of Q2 2026.

Bourgeon Capital Management held 110,490 shares of Primoris Services worth $11M as of Q2 2026.
Primoris Services was a new Bourgeon Capital Management position in Q2 2026.
Primoris Services made up 1.61% of Bourgeon Capital Management's portfolio in Q2 2026, its #27 holding.
56 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.