CRAWFORD INVESTMENT COUNSEL INC — 13F Holdings & Portfolio

CIK 837592 · latest 13F-HR filed 2026-08-14

CRAWFORD INVESTMENT COUNSEL INC manages $6.00B in 13F-reported U.S. long-equity assets across 306 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ABBV (3.43%), MSFT (2.79%), JCI (2.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 6, added to 159, and trimmed 79.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
600 GALLERIA PARKWAY
SUITE 1650
ATLANTA, GA 30339
Phone
(770) 859-0045
Filing Manager
CRAWFORD INVESTMENT COUNSEL INC
ATLANTA, GA
Signatory
Casey K. Dhande
Chief Compliance Officer
Loading holdings…
AUM

$6.00B

Long-equity book

Holdings

306

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+12 / −6 / ↑159 / ↓79

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TARGET CORP$29.8M +1243.6%
  • XYLEM INC$26.5M +79.0%
  • BROADCOM INC$22.8M +64.2%
  • DELL TECHNOLOGIES INC$19.8M +96.5%
  • PAYCHEX INC$19.5M +38.0%
Show all 159

Top Trims

  • ACCENTURE PLC IRELAND-$83.8M -85.0%
  • MARSH & MCLENNAN COS INC-$43.6M -84.5%
  • ROPER TECHNOLOGIES INC-$23.5M -58.7%
  • CHEVRON CORPORATION-$15.0M -27.6%
  • GENUINE PARTS CO-$14.7M -33.2%
Show all 79

New Positions

  • MOTOROLA SOLUTIONS INC$59.7M
  • UNITEDHEALTH GROUP INC$22.8M
  • HUMANA INC$13.1M
  • HONEYWELL AEROSPACE INC$5.2M
  • HONEYWELL INTL INC$4.8M
Show all 12

Exited Positions

  • HONEYWELL INTL INC$10.9M
  • HOLOGIC INC$1.0M
  • TRACTOR SUPPLY CO$329.1K
  • DIAGEO PLC$238.3K
  • ESSEX PPTY TR INC$222.6K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ABBVIE INC ABBV 00287Y109 $206.1M 3.43% 818,972 SH
2 MICROSOFT CORP MSFT 594918104 $167.2M 2.79% 448,157 SH
3 JOHNSON CONTROLS INTERNATION JCI G51502105 $166.6M 2.78% 1,140,434 SH
4 PNC FINL SVCS GROUP INC PNC 693475105 $138.8M 2.31% 563,647 SH
5 ASTRAZENECA PLC AZN G0593M107 $134.3M 2.24% 708,224 SH
6 AMERICAN ELEC PWR CO INC AEP 025537101 $132.4M 2.21% 967,797 SH
7 PHILIP MORRIS INTL INC PM 718172109 $130.2M 2.17% 719,679 SH
8 COCA COLA CO KO 191216100 $125.3M 2.09% 1,541,435 SH
9 WEC ENERGY GROUP INC WEC 92939U106 $122.7M 2.04% 1,050,739 SH
10 MEDTRONIC PLC MDT G5960L103 $119.1M 1.98% 1,522,777 SH
11 JOHNSON & JOHNSON JNJ 478160104 $118.9M 1.98% 468,190 SH
12 UNITED PARCEL SVCS INC UPS 911312106 $118.3M 1.97% 1,100,533 SH
13 VISA INC V 92826C839 $115.6M 1.93% 337,020 SH
14 RTX CORPORATION RTX 75513E101 $114.8M 1.91% 605,026 SH
15 TE CONNECTIVITY PLC TEL G87052109 $108.6M 1.81% 538,437 SH
16 AMERICAN EXPRESS CO AXP 025816109 $103.3M 1.72% 305,329 SH
17 QUEST DIAGNOSTICS INC DGX 74834L100 $97.5M 1.62% 460,081 SH
18 HOME DEPOT INC HD 437076102 $97.0M 1.62% 274,938 SH
19 OMNICOM GROUP INC OMC 681919106 $91.3M 1.52% 1,253,221 SH
20 SCHWAB CHARLES CORP SCHW 808513105 $88.3M 1.47% 956,633 SH
21 WILLIS TOWERS WATSON PLC LTD WTW G96629103 $86.1M 1.43% 329,438 SH
22 PROCTER & GAMBLE CO PG 742718109 $85.6M 1.43% 583,676 SH
23 ROSS STORES INC ROST 778296103 $82.6M 1.38% 388,186 SH
24 HUNTINGTON BANCSHARES INC HBAN 446150104 $74.8M 1.25% 4,217,988 SH
25 APPLE INC AAPL 037833100 $71.7M 1.20% 247,947 SH
26 PAYCHEX INC PAYX 704326107 $70.8M 1.18% 720,389 SH
27 BLACKROCK INC BLK 09290D101 $70.0M 1.17% 72,784 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $67.1M 1.12% 205,139 SH
29 CSX CORP CSX 126408103 $66.7M 1.11% 1,403,194 SH
30 S&P GLOBAL INC SPGI 78409V104 $66.4M 1.11% 162,948 SH
31 MID-AMER APT CMNTYS INC MAA 59522J103 $62.0M 1.03% 446,545 SH
32 MONDELEZ INTL INC MDLZ 609207105 $61.7M 1.03% 1,067,360 SH
33 XYLEM INC XYL 98419M100 $60.1M 1.00% 508,477 SH
34 AMDOCS LTD DOX G02602103 $60.0M 1.00% 1,186,948 SH
35 SAP SE SAP 803054204 $59.8M 1.00% 387,737 SH
36 MOTOROLA SOLUTIONS INC MSI 620076307 $59.7M 0.99% 143,775 SH
37 BROADCOM INC AVGO 11135F101 $58.3M 0.97% 154,457 SH
38 DOVER CORP DOV 260003108 $56.2M 0.94% 250,368 SH
39 APTARGROUP INC ATR 038336103 $49.6M 0.83% 396,072 SH
40 CARDINAL HEALTH INC CAH 14149Y108 $45.8M 0.76% 192,847 SH
41 MSC INDL DIRECT INC MSM 553530106 $44.6M 0.74% 374,896 SH
42 PFIZER INC PFE 717081103 $41.8M 0.70% 1,735,218 SH
43 DUKE ENERGY CORP NEW DUK 26441C204 $41.7M 0.69% 329,234 SH
44 ALPHABET INC GOOGL 02079K305 $41.4M 0.69% 115,917 SH
45 DELL TECHNOLOGIES INC DELL 24703L202 $40.3M 0.67% 93,332 SH
46 CHEVRON CORPORATION CVX 166764100 $39.3M 0.65% 237,119 SH
47 INTERCONTINENTAL EXCHANGE IN ICE 45866F104 $39.0M 0.65% 317,030 SH
48 BLACK HILLS CORP BKH 092113109 $38.4M 0.64% 516,589 SH
49 ESCO TECHNOLOGIES INC ESE 296315104 $37.2M 0.62% 106,229 SH
50 NVENT ELEC PLC NVT G6700G107 $35.9M 0.60% 211,706 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $6.00B 306 0001398344-26-014490
2026-03-31 2026-05-15 $5.85B 300 0001398344-26-009216
2025-12-31 2026-02-17 $6.01B 301 0001398344-26-003222
2025-09-30 2025-11-14 $6.03B 299 0001398344-25-020880