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LRI Investments’s Primoris Services PRIM Stock Holding History

LRI Investments’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 		$396 Buy
+4
New +$526 ﹤0.01% 1594

Other funds holding PRIM

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LRI Investments's PRIM Position: Q2 2026 in Review

LRI Investments opened a new position in Primoris Services (PRIM) in Q2 2026: 4 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #1594 among its holdings.

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

  • LRI Investments held 4 shares of Primoris Services worth $396 as of Q2 2026.
  • Primoris Services was a new LRI Investments position in Q2 2026.
  • Primoris Services made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1594 holding.
  • 110 funds tracked by Wall St. Rank held Primoris Services as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.