PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in PRIM — Primoris Services Corp

CIK 2145782 WALTHAM, MA

Position in PRIM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$283,185

-$615,535 QoQ

Shares Held

2,857

-54.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#297

of 444 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $701,634 across 4 Engineering & Construction names. PRIM ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRIM	Primoris Services Corp This page	2,857	$283,185
2	FLR	Fluor Corp	4,275	$223,967
3	FIX	Comfort Systems USA Inc	61	$120,898
4	J	Jacobs Solutions Inc.	584	$73,584

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,185	2,857	-54.5%	Shares	Sole	2026-08-07
2026-03-31	$898,720	6,283	-21.5%	Shares	Sole	2026-08-07
2025-12-31	$993,120	8,000	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.