Data as of Q4 2025 (Dec 31, 2025)

CRAWFORD INVESTMENT COUNSEL INC

โ€ขCIK: 837592โ€ขFiling: Q4 2025

Crawford Investment Counsel Inc., led by the seasoned investment team of John Crawford and his son, John Crawford Jr., manages $6.0 billion with a focus on concentrated, high-conviction stock picks. Recently, the fund has made notable moves by adding to positions in MCRI and TPL, while significantly cutting stakes in NSA and ARE, reflecting a strategy of capitalizing on growth opportunities and divesting from underperformers.

Total AUM
$6.0B
QoQ Performance
-0.4%
Positions
298
Top 10 Concentration
25.2%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT3.7%
ABBV3.4%
JCI2.6%
AZN2.4%
ACN2.2%
TEL2.2%
MDT2.2%
KO2.1%

๐Ÿ“ˆ Biggest Buys

DOV
DOVER CORP
+21017.0%
0.9% of portfolio
DHR
DANAHER CORPORATION
NEW
0.6% of portfolio
ACN
ACCENTURE PLC IRELAND
+28.7%
2.2% of portfolio
PNC
PNC FINL SVCS GROUP INC
+19.7%
2.1% of portfolio
ATR
APTARGROUP INC
+49.0%
0.7% of portfolio

๐Ÿ“‰ Biggest Sells

HON
HONEYWELL INTL INC
-86.3%
0.2% of portfolio
CAH
CARDINAL HEALTH INC
-41.5%
0.8% of portfolio
ARE
ALEXANDRIA REAL ESTATE EQ IN
-90.1%
0.0% of portfolio
STAG
STAG INDL INC
-66.2%
0.1% of portfolio
DOC
HEALTHPEAK PROPERTIES INC
-70.8%
0.1% of portfolio

Sector Breakdown

Other56.0%
Technology10.4%
Financial9.6%
Healthcare9.3%
Industrial6.8%
Consumer Staples3.3%
Consumer2.6%
Utilities1.5%

๐Ÿšช Exited Positionssold since Q3 2025

COLM
COLUMBIA SPORTSWEAR CO
SOLD
$5.1M
NSA
NATIONAL STORAGE AFFILIATES
SOLD
$4.5M
LAKE
LAKELAND INDS INC
SOLD
$3.1M
HLI
HOULIHAN LOKEY INC
SOLD
$1.7M
AZO
AUTOZONE INC
SOLD
$1.6M
+98 more exited positions

Changes from Q3 2025

NEW4 new positions
โ†‘105 increased
โ†“87 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023