CRAWFORD INVESTMENT COUNSEL INC
Sector Allocation
- Financials19.3%$1.2B
- Technology18.7%$1.1B
- Healthcare15.1%$906.0M
- Industrials12.9%$772.5M
- Consumer Staples10.5%$630.6M
- Utilities7.2%$429.9M
- Consumer Discretionary6.4%$383.3M
- Real Estate3.2%$193.9M
- Energy2.9%$176.3M
- Communication Services2.0%$117.6M
AUM History
13fpro.ai/research/fund/crawford-investment-counsel-inc-837592
Conviction and streaks
Stable · top 10 = 24.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
ABBV
$206.1MMSFT
$167.2MJCI
$166.6MPNC
$138.8MAZN
$134.3MAEP
$132.4MPM
$130.2MKO
$125.3MWEC
$122.7MMDT
$119.1MJNJ
$118.9MUPS
$118.3MV
$115.6MRTX
$114.8MTEL
$108.6MAXP
$103.3MDGX
$97.5MHD
$97.0MOMC
$91.3MSCHW
$88.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/crawford-investment-counsel-inc-837592
CRAWFORD INVESTMENT COUNSEL INC 13F holdings — Q2 2026
$6.0B portfolio (+2.5% QoQ) · 306 holdings · Q2 2026 13F · top 10 are 24% of the stock portfolio
$206.1M
3.4% of stocks
-8%This quarter+14.9%Since filed7+ qtrsHeld$167.2M
2.8% of stocks
-1%This quarter+7.5%Since filed7+ qtrsHeld$166.6M
2.8% of stocks
-7%This quarter-4.0%Since filed7+ qtrsHeld$138.8M
2.3% of stocks
-6%This quarter-12.1%Since filed7+ qtrsHeld$134.3M
2.2% of stocks
-5%This quarter+10.0%Since filed7+ qtrsHeld$132.4M
2.2% of stocks
-4%This quarter+2.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$130.2M
2.2% of stocks
-5%This quarter+6.0%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$125.3M
2.1% of stocks
-5%This quarter+5.7%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$122.7M
2.0% of stocks
-4%This quarter+0.5%Since filed7+ qtrsHeld$119.1M
2.0% of stocks
+12%This quarter+3.9%Since filed7+ qtrsHeld
All holdings — CRAWFORD INVESTMENT COUNSEL INC (Q2 2026)
306 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $118.9M | 2.0% | 468K | +13% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | UNITED PARCEL SERVICE INC | Industrials | $118.3M | 2.0% | 1.10M | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | VISA INC. | Financials | $115.6M | 1.9% | 337K | -4% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | RTX Corp | Industrials | $114.8M | 1.9% | 605K | -5% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TE Connectivity plc | Technology | $108.6M | 1.8% | 538K | -4% | 7+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AMERICAN EXPRESS CO | Financials | $103.3M | 1.7% | 305K | -4% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | QUEST DIAGNOSTICS INC | Healthcare | $97.5M | 1.6% | 460K | -5% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | HOME DEPOT, INC. | Consumer Discretionary | $97.0M | 1.6% | 275K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | OMNICOM GROUP INC. | Communication Services | $91.3M | 1.5% | 1.25M | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | SCHWAB CHARLES CORP | Financials | $88.3M | 1.5% | 957K | -3% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | WILLIS TOWERS WATSON PLC | Financials | $86.1M | 1.4% | 329K | -0.4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | PROCTER & GAMBLE Co | Consumer Staples | $85.6M | 1.4% | 584K | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ROSS STORES, INC. | Consumer Discretionary | $82.6M | 1.4% | 388K | -7% | 6 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HUNTINGTON BANCSHARES INC /MD/ | Financials | $74.8M | 1.3% | 4.22M | +6% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Apple Inc. | Technology | $71.7M | 1.2% | 248K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $PAYX | PAYCHEX INC | Technology | $70.8M | 1.2% | 720K | +29% | |||
| 27 | $BLK | BlackRock, Inc. | Financials | $70.0M | 1.2% | 73K | -3% | |||
| 28 | $JPM | JPMORGAN CHASE & CO | Financials | $67.1M | 1.1% | 205K | -0.3% | |||
| 29 | $CSX | CSX CORP | Industrials | $66.7M | 1.1% | 1.40M | -7% | |||
| 30 | $SPGI | S&P Global Inc. | Financials | $66.4M | 1.1% | 163K | -3% | |||
| 31 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $62.0M | 1.0% | 447K | +2% | |||
| 32 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $61.7M | 1.0% | 1.07M | -4% | |||
| 33 | $XYL | Xylem Inc. | Industrials | $60.1M | 1.0% | 508K | +81% | |||
| 34 | $DOX | AMDOCS LTD | Technology | $60.0M | 1.0% | 1.19M | +5% | |||
| 35 | $SAP | SAP SE | Technology | $59.8M | 1.0% | 388K | +4% | |||
| 36 | $MSI | Motorola Solutions, Inc. | Technology | $59.7M | 1.0% | 144K | New | |||
| 37 | $AVGO | Broadcom Inc. | Technology | $58.3M | 1.0% | 154K | +35% | |||
| 38 | $DOV | DOVER Corp | Industrials | $56.2M | 0.9% | 250K | -5% | |||
| 39 | $ATR | APTARGROUP, INC. | Materials | $49.6M | 0.8% | 396K | -3% | |||
| 40 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $45.8M | 0.8% | 193K | -9% | |||
| 41 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $44.6M | 0.7% | 375K | -5% | |||
| 42 | $PFE | PFIZER INC | Healthcare | $41.8M | 0.7% | 1.74M | -13% | |||
| 43 | $DUK | Duke Energy CORP | Utilities | $41.7M | 0.7% | 329K | +0.1% | |||
| 44 | $GOOGL | Alphabet Inc. | Technology | $41.4M | 0.7% | 116K | -3% | |||
| 45 | $DELL | Dell Technologies Inc. | Technology | $40.3M | 0.7% | 93K | -25% | |||
| 46 | $CVX | CHEVRON CORP | Energy | $39.3M | 0.7% | 237K | -10% | |||
| 47 | $ICE | Intercontinental Exchange, Inc. | Financials | $39.0M | 0.7% | 317K | -3% | |||
| 48 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $38.4M | 0.6% | 517K | -0.0% | |||
| 49 | $ESE | ESCO TECHNOLOGIES INC | Technology | $37.2M | 0.6% | 106K | -8% | |||
| 50 | $NVT | nVent Electric plc | Industrials | $35.9M | 0.6% | 212K | -9% | |||
| 51 | $KMI | KINDER MORGAN, INC. | Energy | $35.5M | 0.6% | 1.11M | -0.1% | |||
| 52 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $35.4M | 0.6% | 573K | +8% | |||
| 53 | $FHB | FIRST HAWAIIAN, INC. | Financials | $34.2M | 0.6% | 1.17M | +12% | |||
| 54 | $EVRG | Evergy, Inc. | Utilities | $33.9M | 0.6% | 392K | +0.3% | |||
| 55 | $GSK | GSK plc | Healthcare | $33.3M | 0.6% | 635K | -0.3% | |||
| 56 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $32.9M | 0.6% | 211K | -2% | |||
| 57 | $LFUS | LITTELFUSE INC /DE | Technology | $32.8M | 0.6% | 72K | -13% | |||
| 58 | $PFH | PRUDENTIAL FINANCIAL INC | Financials | $32.4M | 0.5% | 300K | +1% | |||
| 59 | $TGT | TARGET CORP | Consumer Staples | $32.2M | 0.5% | 247K | +1147% | |||
| 60 | $TXN | TEXAS INSTRUMENTS INC | Technology | $32.0M | 0.5% | 107K | -5% | |||
| 61 | $OKE | ONEOK INC /NEW/ | Energy | $30.5M | 0.5% | 351K | +9% | |||
| 62 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $29.5M | 0.5% | 250K | -40% | |||
| 63 | $KNTK | Kinetik Holdings Inc. | Energy | $28.9M | 0.5% | 598K | +11% | |||
| 64 | $D | DOMINION ENERGY, INC | Utilities | $28.0M | 0.5% | 411K | -8% | |||
| 65 | $PEP | PEPSICO INC | Consumer Staples | $25.7M | 0.4% | 190K | +4% | |||
| 66 | $SO | SOUTHERN CO | Utilities | $25.1M | 0.4% | 263K | +0.1% | |||
| 67 | $DHR | DANAHER CORP /DE/ | Healthcare | $25.0M | 0.4% | 131K | -34% | |||
| 68 | $META | Meta Platforms, Inc. | Technology | $24.5M | 0.4% | 44K | +8% | |||
| 69 | $HAS | HASBRO, INC. | Consumer Discretionary | $24.0M | 0.4% | 291K | -1% | |||
| 70 | $CUBE | CubeSmart | Real Estate | $23.7M | 0.4% | 596K | +0.5% | |||
| 71 | $PEGA | PEGASYSTEMS INC | Technology | $23.3M | 0.4% | 776K | +34% | |||
| 72 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $22.8M | 0.4% | 55K | New | |||
| 73 | $TPL | Texas Pacific Land Corp | Financials | $21.2M | 0.3% | 48K | +43% | |||
| 74 | $MOG-A | MOOG INC. | Industrials | $19.8M | 0.3% | 47K | -10% | |||
| 75 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $19.4M | 0.3% | 458K | +2% | |||
| 76 | $DG | DOLLAR GENERAL CORP | Consumer Staples | $19.1M | 0.3% | 166K | +0.6% | |||
| 77 | $SXI | STANDEX INTERNATIONAL CORP/DE/ | Industrials | $19.0M | 0.3% | 53K | -9% | |||
| 78 | $MRK | Merck & Co., Inc. | Healthcare | $18.6M | 0.3% | 145K | -2% | |||
| 79 | $SMG | SCOTTS MIRACLE-GRO CO | Materials | $17.9M | 0.3% | 263K | +1% | |||
| 80 | $CCI | CROWN CASTLE INC. | Real Estate | $17.8M | 0.3% | 235K | -13% | |||
| 81 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $17.7M | 0.3% | 174K | -9% | |||
| 82 | $AZZ | AZZ INC | Industrials | $17.1M | 0.3% | 110K | -3% | |||
| 83 | $LAZ | Lazard, Inc. | Financials | $16.7M | 0.3% | 399K | +3% | |||
| 84 | $CLX | CLOROX CO /DE/ | Consumer Staples | $16.6M | 0.3% | 174K | -1% | |||
| 85 | $ROP | ROPER TECHNOLOGIES INC | Technology | $16.5M | 0.3% | 49K | -57% | |||
| 86 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $15.9M | 0.3% | 214K | -0.6% | |||
| 87 | $NXPI | NXP Semiconductors N.V. | Technology | $15.5M | 0.3% | 55K | +2% | |||
| 88 | $CRM | Salesforce, Inc. | Technology | $15.4M | 0.3% | 98K | +6% | |||
| 89 | $ACN | Accenture plc | Technology | $14.8M | 0.3% | 119K | -76% | |||
| 90 | $POWI | POWER INTEGRATIONS INC | Technology | $14.8M | 0.3% | 176K | -23% | |||
| 91 | $APAM | Artisan Partners Asset Management Inc. | Financials | $14.7M | 0.3% | 427K | -19% | |||
| 92 | $WMT | Walmart Inc. | Consumer Staples | $13.9M | 0.2% | 122K | -3% | |||
| 93 | $VMI | VALMONT INDUSTRIES INC | Industrials | $13.8M | 0.2% | 24K | -3% | |||
| 94 | $MKC | MCCORMICK & CO INC | Consumer Staples | $13.6M | 0.2% | 269K | +8% | |||
| 95 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $13.3M | 0.2% | 47K | -0.4% | |||
| 96 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $13.3M | 0.2% | 82K | -2% | |||
| 97 | $HUM | HUMANA INC | Healthcare | $13.1M | 0.2% | 33K | New | |||
| 98 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $12.9M | 0.2% | 72K | +2478% | |||
| 99 | $USPH | U S PHYSICAL THERAPY INC /NV | Healthcare | $12.3M | 0.2% | 179K | +18% | |||
| 100 | $ASO | Academy Sports & Outdoors, Inc. | Consumer Discretionary | $11.4M | 0.2% | 242K | -47% | |||
| 101 | $HXL | HEXCEL CORP /DE/ | Materials | $11.2M | 0.2% | 112K | -2% | |||
| 102 | $TRNO | Terreno Realty Corp | Real Estate | $11.1M | 0.2% | 172K | -0.3% | |||
| 103 | $ATEN | A10 Networks, Inc. | Technology | $11.0M | 0.2% | 296K | -8% | |||
| 104 | $LMAT | LEMAITRE VASCULAR INC | Healthcare | $10.9M | 0.2% | 114K | +2% | |||
| 105 | $IRT | INDEPENDENCE REALTY TRUST, INC. | Real Estate | $10.8M | 0.2% | 645K | +2% | |||
| 106 | $LLY | ELI LILLY & Co | Healthcare | $10.8M | 0.2% | 8,977 | -2% | |||
| 107 | $GEN | Gen Digital Inc. | Technology | $10.5M | 0.2% | 422K | +2% | |||
| 108 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $10.5M | 0.2% | 98K | +7% | |||
| 109 | $MWA | Mueller Water Products, Inc. | Industrials | $10.4M | 0.2% | 404K | -10% | |||
| 110 | $CGNX | COGNEX CORP | Technology | $10.1M | 0.2% | 140K | -2% | |||
| 111 | $BDC | BELDEN INC. | Materials | $10.1M | 0.2% | 84K | -3% | |||
| 112 | $MLAB | MESA LABORATORIES INC /CO/ | Technology | $9.8M | 0.2% | 99K | +3% | |||
| 113 | $SSB | SouthState Bank Corp | Financials | $9.8M | 0.2% | 98K | -1% | |||
| 114 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $9.8M | 0.2% | 8,465 | -0.4% | |||
| 115 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $9.7M | 0.2% | 71K | -1.0% | |||
| 116 | $RAL | Ralliant Corp | Technology | $9.6M | 0.2% | 131K | +5% | |||
| 117 | $HUBB | HUBBELL INC | Technology | $9.6M | 0.2% | 18K | +0.4% | |||
| 118 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $9.5M | 0.2% | 233K | -24% | |||
| 119 | $TCBK | TRICO BANCSHARES / | Financials | $9.5M | 0.2% | 175K | -0.8% | |||
| 120 | $SYBT | Stock Yards Bancorp, Inc. | Financials | $9.4M | 0.2% | 123K | -0.6% | |||
| 121 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $9.3M | 0.2% | 19K | +4% | |||
| 122 | $WSFS | WSFS FINANCIAL CORP | Financials | $9.1M | 0.1% | 119K | -0.8% | |||
| 123 | $ARES | Ares Management Corp | Financials | $9.1M | 0.1% | 82K | +7% | |||
| 124 | $THG | HANOVER INSURANCE GROUP, INC. | Financials | $9.1M | 0.1% | 42K | -27% | |||
| 125 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $9.0M | 0.1% | 24K | -35% | |||
| 126 | $HNI | HNI CORP | Consumer Discretionary | $9.0M | 0.1% | 222K | +5% | |||
| 127 | $WPC | W. P. Carey Inc. | Real Estate | $9.0M | 0.1% | 125K | -0.4% | |||
| 128 | $DOC | HEALTHPEAK PROPERTIES, INC. | Real Estate | $8.8M | 0.1% | 409K | -0.7% | |||
| 129 | $CDRE | Cadre Holdings, Inc. | Healthcare | $8.5M | 0.1% | 299K | +6% | |||
| 130 | $NSSC | NAPCO SECURITY TECHNOLOGIES, INC | Technology | $8.5M | 0.1% | 224K | +61% | |||
| 131 | $TPB | Turning Point Brands, Inc. | Consumer Staples | $8.4M | 0.1% | 98K | +14% | |||
| 132 | $CB | Chubb Ltd | Financials | $8.3M | 0.1% | 24K | -2% | |||
| 133 | $MCRI | MONARCH CASINO & RESORT INC | Consumer Discretionary | $8.2M | 0.1% | 62K | +2% | |||
| 134 | $FCFS | FirstCash Holdings, Inc. | Consumer Discretionary | $8.1M | 0.1% | 37K | +2% | |||
| 135 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $8.0M | 0.1% | 48K | -84% | |||
| 136 | $WD | Walker & Dunlop, Inc. | Financials | $7.8M | 0.1% | 143K | +7% | |||
| 137 | $SYK | STRYKER CORP | Healthcare | $7.7M | 0.1% | 24K | -4% | |||
| 138 | $TNC | TENNANT CO | Industrials | $7.6M | 0.1% | 87K | +414% | |||
| 139 | $LB | LandBridge Corp | Financials | $7.5M | 0.1% | 95K | +2% | |||
| 140 | $HLNE | Hamilton Lane INC | Financials | $7.2M | 0.1% | 91K | +37% | |||
| 141 | $FUL | FULLER H B CO | Materials | $7.1M | 0.1% | 122K | +0.1% | |||
| 142 | $STAG | STAG Industrial, Inc. | Real Estate | $7.1M | 0.1% | 186K | -2% | |||
| 143 | $CASS | CASS INFORMATION SYSTEMS INC | Industrials | $6.9M | 0.1% | 135K | +10% | |||
| 144 | $MNRO | MONRO, INC. | Consumer Discretionary | $6.9M | 0.1% | 403K | +1% | |||
| 145 | $BANF | BANCFIRST CORP /OK/ | Financials | $6.9M | 0.1% | 62K | -0.8% | |||
| 146 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $6.7M | 0.1% | 33K | -6% | |||
| 147 | $FCPT | Four Corners Property Trust, Inc. | Real Estate | $6.6M | 0.1% | 270K | -0.4% | |||
| 148 | $GABC | GERMAN AMERICAN BANCORP, INC. | Financials | $6.6M | 0.1% | 139K | -0.9% | |||
| 149 | $CTS | CTS CORP | Technology | $6.6M | 0.1% | 101K | -4% | |||
| 150 | $CAT | CATERPILLAR INC | Industrials | $6.5M | 0.1% | 6,150 | -0.5% |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 111 added to, 157 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$MSIMotorola Solutions, Inc.$59.7M
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$22.8M
first bought this quarter
$HUMHUMANA INC$13.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$5.2M
first bought this quarter
$OSWONESPAWORLD HOLDINGS Ltd$4.1M
first bought this quarter
$HSTMHEALTHSTREAM INC$3.5M
first bought this quarter
+5 more in the Excel export
Added to (111)
$TGTTARGET CORP+1147%
now $32.2M · held 7+ qtrs
$XYLXylem Inc.+81%
now $60.1M · held 7+ qtrs, 4 adds in a row
$PAYXPAYCHEX INC+29%
now $70.8M · held 7+ qtrs, 3 adds in a row
$AVGOBroadcom Inc.+35%
now $58.3M · held 7+ qtrs
$JNJJOHNSON & JOHNSON+13%
now $118.9M · held 7+ qtrs
$MDTMedtronic plc+12%
now $119.1M · held 7+ qtrs
+105 more in the Excel export
Trimmed (157)
$ACNAccenture plc-76%
now $14.8M · held 7+ qtrs
$MRSHMARSH & MCLENNAN COMPANIES, INC.-84%
now $8.0M · held 7+ qtrs
$ROPROPER TECHNOLOGIES INC-57%
now $16.5M · held 7+ qtrs
$GPCGENUINE PARTS CO-40%
now $29.5M · held 7+ qtrs, 2 trims in a row
$ABBVAbbVie Inc.-8%
now $206.1M · held 7+ qtrs
$DELLDell Technologies Inc.-25%
now $40.3M · held 2 qtrs
+151 more in the Excel export
Holdings by quarter
Every 13F CRAWFORD INVESTMENT COUNSEL INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow CRAWFORD INVESTMENT COUNSEL?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CRAWFORD INVESTMENT COUNSEL's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+4.0%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 18% over the last 4
Top 10 weight
24%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CRAWFORD INVESTMENT COUNSEL INC disclosed 306 positions worth $6.0B in its Form 13F-HR for Q2 2026, led by $ABBV (AbbVie Inc.) at 3.4% of the equity portfolio, followed by $MSFT and $JCI. During the quarter the fund opened 11 new positions and exited 5 — including a new stake in $MSI and a full exit from $HOLX. The portfolio is most concentrated in Financials (19.3% of disclosed assets). All figures are sourced directly from CRAWFORD INVESTMENT COUNSEL INC’s Form 13F-HR filing with the SEC under CIK 837592.
Funds like this
managers whose biggest positions overlap CRAWFORD INVESTMENT COUNSEL'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: CRAWFORD INVESTMENT COUNSEL INC
13F Pro is an AI hedge fund tracker and stock research platform. For CRAWFORD INVESTMENT COUNSEL INC (SEC CIK: 837592), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CRAWFORD INVESTMENT COUNSEL INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.