Cornerstone Investment Partners, LLC PRIM — Primoris Services Corp.

Ownership history in Cornerstone Investment Partners, LLC  ·  9 quarters on record

AI Ownership Summary

Cornerstone Investment Partners, LLC reported Primoris Services Corp. (PRIM) in 9 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows PRIM at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PRIM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Investment Partners, LLC's position in Primoris Services Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PRIM was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PRIM stock page Cornerstone Investment Partners, LLC fund profile Cornerstone Investment Partners, LLC full holdings
How Cornerstone Investment Partners, LLC held PRIM — position size vs. price
% of Fund (quarterly)    PRIM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 7,738 +3 +0.0% 0.04% $961K 2026-02-14 (Est.) $166.43
2025 Q3 REDUCED 24.3% -7.9% ✅ 7,735 -2,481 -24.3% 0.04% $1.1M 2025-11-06 $126.42
2025 Q2 ADDED — — — 10,216 +37 +0.4% 0.04% $796K 2025-08-06 $110.27
2025 Q1 ADDED — — — 10,179 +2,441 +31.5% 0.03% $584K 2025-04-30 $59.80
2024 Q4 ADDED — — — 7,738 +2,038 +35.8% 0.03% $591K 2025-02-06 $79.27
2024 Q3 REDUCED — — — 5,700 -48 -0.8% 0.02% $331K 2024-11-13 $78.78
2024 Q2 REDUCED 16.5% +16.5% ❌ 5,748 -1,132 -16.5% 0.01% $287K 2024-08-12 $51.98
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PRIM

As of 2026 Q1 — sorted by position size

A. D. Beadell Investment Counsel, Inc. 3Y 7Y 4.78% HENNESSY ADVISORS INC 3Y 7Y 1.62% 1492 Capital Management LLC 3Y 7Y 1.46% Artemis Investment Management LLP 3Y 7Y 1.33% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.84% Yorktown Management & Research Co Inc 3Y 7Y 0.74% Ifrah Financial Services, Inc. 3Y 7Y 0.64% Redhawk Wealth Advisors, Inc. 3Y 7Y 0.42% Horizons Wealth Management 3Y 0.37% Bayforest Capital Ltd 0.26%

FAQ About Cornerstone Investment Partners, LLC and PRIM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Investment Partners, LLC reported owning PRIM?

Cornerstone Investment Partners, LLC reported PRIM across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported PRIM position in Cornerstone Investment Partners, LLC's portfolio?

The largest reported portfolio weight for PRIM was 0.04% in 2025 Q3.

What is the latest reported PRIM position on this page?

The most recent filing on this page is 2025 Q4, when Cornerstone Investment Partners, LLC reported 7,738 shares, equal to 0.04% of portfolio, with an estimated market value of $961K.

What does the chart on this PRIM ownership page compare?

The chart compares Cornerstone Investment Partners, LLC's quarterly PRIM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cornerstone Investment Partners, LLC time their PRIM position?

Based on 13F filing dates vs. subsequent PRIM price moves, Cornerstone Investment Partners, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on PRIM relative to SPY over the holding period was +82.7%.

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