Crawford Investment Counsel Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Crawford Investment Counsel Inc. reported 280 stock positions worth $5.6 billion. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Abbvie (ABBV, 3.1%) and Philip Morris International (PM, 2.3%). Compared with Q3 2024, it opened 10 new positions, sold out of 6, added to 133 and reduced 115. The biggest buy was CSX (CSX, shares +18912%) and the biggest sale Comcast Class A (CMCSA, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000837592
- Portfolio Value
- $5.6B (Q4 2024)
- SEC Filing
- 0001398344-25-002775 ↗ filed Feb 14, 2025
Holdings Value
Holdings 280 stocks · $5.6B
| MSFT Microsoft Corp. | 3.67% | 483,673 | $203.9M | Reduce -1.9% |
| ABBV Abbvie Inc. | 3.07% | 959,810 | $170.6M | Add +0.9% |
| PM Philip Morris International | 2.28% | 1,050,345 | $126.4M | Reduce -1.8% |
| KO The Coca-Cola Co. | 2.24% | 1,998,877 | $124.5M | Add +1.3% |
| JCI Johnson Controls Internation | 2.17% | 1,526,775 | $120.5M | Reduce -4.5% |
| V Visa Inc. Class A | 2.13% | 373,499 | $118.0M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 2.02% | 467,816 | $112.1M | Reduce -3.9% |
| HD Home Depot Inc. | 1.98% | 283,121 | $110.1M | Reduce -2.6% |
| UPS United Parcel Service Class B | 1.98% | 872,540 | $110.0M | Reduce -1.3% |
| AXP American Express Co. | 1.96% | 366,385 | $108.7M | Reduce -5.0% |
| WEC WEC Energy Group Inc. | 1.95% | 1,151,701 | $108.3M | Reduce -1.5% |
| AZN Astrazeneca PLC-Spons ADR | 1.91% | 1,614,566 | $105.8M | Add +5.1% |
| HON Honeywell International Inc. | 1.90% | 465,915 | $105.2M | Reduce -0.9% |
| SAP Sap SE-Sponsored ADR | 1.79% | 404,247 | $99.5M | Reduce -5.0% |
| AEP American Electric Power | 1.79% | 1,077,228 | $99.4M | Add +1.1% |
| MDT Medtronic PLC | 1.76% | 1,223,489 | $97.7M | Add +1.1% |
| PG The Procter & Gamble Co. | 1.74% | 576,456 | $96.6M | Reduce -0.8% |
| OMC Omnicom Group | 1.71% | 1,100,793 | $94.7M | Reduce -15.5% |
| RTX RTX Corp. | 1.61% | 773,960 | $89.6M | Reduce -2.2% |
| TEL Te Connectivity PLC | 1.61% | 624,024 | $89.2M | Reduce -0.1% |
| SPGI S&P Global Inc. | 1.56% | 173,693 | $86.5M | Reduce -2.2% |
| GPC Genuine Parts Co. | 1.55% | 737,220 | $86.1M | Add +28.5% |
| MRK Merck & Co. Inc. | 1.50% | 836,545 | $83.2M | Add +2.5% |
| BLK BlackRock Inc. | 1.49% | 80,678 | $82.7M | Reduce -4.1% |
| MRSH Marsh & McLennan Cos | 1.44% | 377,324 | $80.1M | Reduce -0.1% |
| ACN Accenture PLC Class A | 1.43% | 226,226 | $79.6M | Reduce -12.1% |
| DOX Amdocs Ltd. | 1.42% | 928,473 | $79.1M | Add +30.7% |
| WTW Willis Towers Watson PLC | 1.42% | 252,093 | $79.0M | Reduce -3.8% |
| SCHW Schwab (charles) Corp. | 1.41% | 1,055,457 | $78.1M | Reduce -2.9% |
| DGX Quest Diagnostics Inc. | 1.40% | 513,959 | $77.5M | Add +1.3% |
| GPN Global Payments Inc. | 1.29% | 637,103 | $71.4M | Add +0.9% |
| ARE Alexandria Real Estate Equit | 1.27% | 725,203 | $70.7M | Reduce -7.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.23% | 310,013 | $68.2M | Reduce -5.0% |
| CNQ Canadian Natural Resources | 1.20% | 2,164,536 | $66.8M | Add +12.5% |
| JNJ Johnson & Johnson | 1.14% | 437,056 | $63.2M | Reduce -2.5% |
| AAPL Apple Inc. | 1.05% | 232,616 | $58.3M | Reduce -0.1% |
| CAH Cardinal Health Inc. | 1.01% | 473,740 | $56.0M | Reduce -1.4% |
| HAS Hasbro Inc. | 0.99% | 982,940 | $55.0M | Add +1.0% |
| PFE Pfizer Inc. | 0.95% | 1,987,025 | $52.7M | Add +7.7% |
| ICE Intercontinental Exchange Inc. | 0.87% | 324,278 | $48.3M | Add +0.4% |
| MDLZ Mondelez International Inc. Class A | 0.80% | 739,676 | $44.2M | Reduce -18.1% |
| HBAN Huntington Bancshares Inc. | 0.72% | 2,461,578 | $40.0M | Add +41.7% |
| DUK Duke Energy Corp. | 0.70% | 359,157 | $38.7M | Add +0.7% |
| CSX CSX Corp. | 0.68% | 1,169,240 | $37.7M | Add +18912.0% |
| NKE Nike Inc. Class B | 0.67% | 488,557 | $37.0M | Reduce -30.1% |
| AVGO Broadcom Inc. | 0.65% | 154,845 | $35.9M | Add +1.0% |
| WMT Walmart Inc. | 0.61% | 375,196 | $33.9M | Reduce -8.6% |
| CVX Chevron Corp. | 0.54% | 208,658 | $30.2M | Add +12.3% |
| GILD Gilead Sciences Inc. | 0.54% | 324,837 | $30.0M | Reduce -4.2% |
| PRU Prudential Financial Inc. | 0.53% | 247,931 | $29.4M | Add +136.4% |
| KMI Kinder Morgan Inc. | 0.53% | 1,071,199 | $29.4M | Add +106.3% |
| DOC Healthpeak Properties Inc. | 0.53% | 1,444,526 | $29.3M | Add +7.1% |
| OKE Oneok Inc. | 0.52% | 289,532 | $29.1M | Reduce -37.7% |
| MSM MSC Industrial Direct Co. Class A | 0.52% | 385,474 | $28.8M | Reduce -1.1% |
| PEGA Pegasystems Inc. | 0.51% | 303,300 | $28.3M | Reduce -4.1% |
| ORCL Oracle Corp. | 0.48% | 160,915 | $26.8M | Reduce -7.1% |
| CMCSA Comcast Corp. Class A | 0.47% | 689,573 | $25.9M | Reduce -66.5% |
| ORI Old Republic Intl Corp. | 0.45% | 690,247 | $25.0M | Reduce -23.8% |
| TXN Texas Instruments Inc. | 0.42% | 123,999 | $23.3M | Reduce -5.8% |
| ESE Esco Technologies Inc. | 0.42% | 173,051 | $23.1M | Reduce -3.8% |
| STAG Stag Industrial Inc. | 0.41% | 679,558 | $23.0M | Add +7.9% |
| VZ Verizon Communications Inc. | 0.41% | 571,282 | $22.8M | Add +1.1% |
| APAM Artisan Partners Asset Ma -A | 0.40% | 512,969 | $22.1M | Add +0.4% |
| D Dominion Energy Inc. | 0.39% | 397,649 | $21.4M | Reduce -0.3% |
| SO The Southern Co. | 0.38% | 256,160 | $21.1M | Reduce -2.1% |
| PRGO Perrigo Co. PLC | 0.38% | 813,068 | $20.9M | Add +0.4% |
| BDC Belden Inc. | 0.38% | 185,011 | $20.8M | Add +1.1% |
| MRVL Marvell Technology Inc. | 0.37% | 183,702 | $20.3M | Reduce -5.8% |
| NVT Nvent Electric PLC | 0.35% | 283,932 | $19.4M | Reduce -3.8% |
| KHC The Kraft Heinz Co. | 0.34% | 617,054 | $18.9M | Reduce -4.2% |
| CRM Salesforce Inc. | 0.34% | 56,069 | $18.7M | Reduce -11.4% |
| SSNC Ss&c Technologies Holdings | 0.34% | 247,287 | $18.7M | Add +123.8% |
| CCI Crown Castle Inc. | 0.34% | 205,628 | $18.7M | Reduce -4.8% |
| LAZ Lazard Inc. | 0.33% | 357,076 | $18.4M | Add +0.4% |
| FLO Flowers Foods Inc. | 0.33% | 886,970 | $18.3M | Add +0.9% |
| WMB Williams Cos Inc. | 0.32% | 325,265 | $17.6M | Reduce -59.2% |
| CLX Clorox Company | 0.32% | 107,699 | $17.5M | Reduce -41.3% |
| SBUX Starbucks Corp. | 0.31% | 191,525 | $17.5M | Reduce -4.4% |
| EVRG Evergy Inc. | 0.31% | 281,713 | $17.3M | Reduce -0.7% |
| CNMD Conmed Corp. | 0.31% | 252,610 | $17.3M | Add +2.7% |
| CUBE Cubesmart | 0.31% | 400,492 | $17.2M | Add +1.1% |
| PEP Pepsico Inc. | 0.30% | 109,132 | $16.6M | Add +683.0% |
| CAG Conagra Brands Inc. | 0.29% | 575,570 | $16.0M | Add +102.4% |
| SBAC SBA Communications Corp. | 0.27% | 74,588 | $15.2M | Reduce -2.8% |
| ATR Aptargroup Inc. | 0.27% | 96,367 | $15.1M | Reduce -0.8% |
| KNTK Kinetik Holdings Inc. | 0.27% | 263,618 | $14.9M | New |
| DG Dollar General Corp. | 0.26% | 188,451 | $14.3M | Reduce -5.3% |
| DTM DT Midstream Inc. | 0.26% | 143,132 | $14.2M | Reduce -61.0% |
| NTRS Northern Trust Corp. | 0.25% | 135,861 | $13.9M | Reduce -36.2% |
| ROP Roper Technologies Inc. | 0.24% | 25,396 | $13.2M | Add +5.4% |
| LW Lamb Weston Holdings Inc. | 0.23% | 189,156 | $12.6M | Add +1139.4% |
| RCI Rogers Communications Inc. Class B | 0.22% | 401,423 | $12.3M | Reduce -6.5% |
| MOG.A Moog Inc. Class A | 0.22% | 62,520 | $12.3M | Reduce -0.7% |
| MAA Mid-America Apartment Comm | 0.22% | 78,634 | $12.2M | Add +10.6% |
| ASO Academy Sports & Outdoors Inc. | 0.22% | 210,143 | $12.1M | Add +13.5% |
| SXI Standex International Corp. | 0.22% | 64,028 | $12.0M | Add +1.5% |
| HCKT The Hackett Group Inc. | 0.21% | 388,108 | $11.9M | Add +1.3% |
| LGTY Logility Supply Chain Soluti | 0.21% | 1,040,711 | $11.5M | Add +1.1% |
| THG Hanover Insurance Group Inc./ | 0.21% | 74,214 | $11.5M | Add +3.8% |
| USPH U.S. Physical Therapy Inc. | 0.20% | 127,730 | $11.3M | Add +17.2% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $9.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 8,044 | $9.6M | Reduce -0.6% |
Total filed on the 13F, all lines: $5.6B.
Portfolio Sells Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Reduce -66.5% | 0.47% | −1.01 |
| OMC Omnicom Group | Reduce -15.5% | 1.71% | −0.60 |
| MTB M & T Bank Corp. | Reduce -73.9% | 0.17% | −0.41 |
| NKE Nike Inc. Class B | Reduce -30.1% | 0.67% | −0.39 |
| MDLZ Mondelez International Inc. Class A | Reduce -18.1% | 0.80% | −0.34 |
| ARE Alexandria Real Estate Equit | Reduce -7.3% | 1.27% | −0.32 |
| WMB Williams Cos Inc. | Reduce -59.2% | 0.32% | −0.31 |
| BCE Bce Inc. | Sold out | 0.00% | −0.26 |
| HPE Hewlett Packard Enterprise | Reduce -72.6% | 0.11% | −0.25 |
| DTM DT Midstream Inc. | Reduce -61.0% | 0.26% | −0.24 |
| OKE Oneok Inc. | Reduce -37.7% | 0.52% | −0.20 |
| CLX Clorox Company | Reduce -41.3% | 0.32% | −0.20 |
| NEE Nextera Energy Inc. | Reduce -54.3% | 0.13% | −0.19 |
| ACN Accenture PLC Class A | Reduce -12.1% | 1.43% | −0.12 |
| JNJ Johnson & Johnson | Reduce -2.5% | 1.14% | −0.10 |
| CCI Crown Castle Inc. | Reduce -4.8% | 0.34% | −0.10 |
| ORI Old Republic Intl Corp. | Reduce -23.8% | 0.45% | −0.10 |
| SPNS Sapiens International Corp. | Reduce -37.8% | 0.08% | −0.09 |
| UPS United Parcel Service Class B | Reduce -1.3% | 1.98% | −0.08 |
| NTRS Northern Trust Corp. | Reduce -36.2% | 0.25% | −0.08 |
| RCI Rogers Communications Inc. Class B | Reduce -6.5% | 0.22% | −0.07 |
| HI Hillenbrand Inc. | Sold out | 0.00% | −0.07 |
| SLP Simulations Plus Inc. | Reduce -40.9% | 0.07% | −0.06 |
| MSM MSC Industrial Direct Co. Class A | Reduce -1.1% | 0.52% | −0.06 |
| FIS Fidelity National Info Serv | Reduce -90.6% | 0.01% | −0.05 |
| TXN Texas Instruments Inc. | Reduce -5.8% | 0.42% | −0.05 |
| KHC The Kraft Heinz Co. | Reduce -4.2% | 0.34% | −0.05 |
| SBAC SBA Communications Corp. | Reduce -2.8% | 0.27% | −0.04 |
| CB Chubb Ltd. | Reduce -22.3% | 0.14% | −0.04 |
| HD Home Depot Inc. | Reduce -2.6% | 1.98% | −0.03 |
| DG Dollar General Corp. | Reduce -5.3% | 0.26% | −0.03 |
| RTX RTX Corp. | Reduce -2.2% | 1.61% | −0.03 |
| SO The Southern Co. | Reduce -2.1% | 0.38% | −0.02 |
| ORCL Oracle Corp. | Reduce -7.1% | 0.48% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.3% | 0.17% | −0.02 |
| SBUX Starbucks Corp. | Reduce -4.4% | 0.31% | −0.02 |
| HLNE Hamilton Lane Inc. Class A | Reduce -6.3% | 0.13% | −0.02 |
| WD Walker & Dunlop Inc. | Reduce -1.3% | 0.12% | −0.02 |
| REYN Reynolds Consumer Products I | Sold out | 0.00% | −0.01 |
| WPC WP Carey Inc. | Reduce -1.3% | 0.12% | −0.01 |
| SPGI S&P Global Inc. | Reduce -2.2% | 1.56% | −0.01 |
| MNRO Monro Inc. | Reduce -2.1% | 0.07% | −0.01 |
| D Dominion Energy Inc. | Reduce -0.3% | 0.39% | −0.01 |
| TEL Te Connectivity PLC | Reduce -0.1% | 1.61% | −0.01 |
| BF.B Brown-Forman Corp. Class B | Reduce -28.3% | 0.01% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -25.4% | 0.01% | −0.01 |
| AMGN Amgen Inc. | Reduce -0.0% | 0.04% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -5.0% | 1.23% | −0.01 |
| NVT Nvent Electric PLC | Reduce -3.8% | 0.35% | −0.01 |
| HNI Hni Corp. | Reduce -2.0% | 0.15% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| CSX CSX Corp. | Add +18912.0% | 0.68% | +0.68 |
| DOX Amdocs Ltd. | Add +30.7% | 1.42% | +0.36 |
| KMI Kinder Morgan Inc. | Add +106.3% | 0.53% | +0.33 |
| PRU Prudential Financial Inc. | Add +136.4% | 0.53% | +0.31 |
| HBAN Huntington Bancshares Inc. | Add +41.7% | 0.72% | +0.28 |
| KNTK Kinetik Holdings Inc. | New | 0.27% | +0.27 |
| PEP Pepsico Inc. | Add +683.0% | 0.30% | +0.26 |
| LW Lamb Weston Holdings Inc. | Add +1139.4% | 0.23% | +0.21 |
| SSNC Ss&c Technologies Holdings | Add +123.8% | 0.34% | +0.20 |
| AVGO Broadcom Inc. | Add +1.0% | 0.65% | +0.19 |
| GPC Genuine Parts Co. | Add +28.5% | 1.55% | +0.18 |
| GPN Global Payments Inc. | Add +0.9% | 1.29% | +0.18 |
| MAN Manpowergroup Inc. | New | 0.15% | +0.15 |
| CAG Conagra Brands Inc. | Add +102.4% | 0.29% | +0.13 |
| HXL Hexcel Corp. | New | 0.12% | +0.12 |
| CNQ Canadian Natural Resources | Add +12.5% | 1.20% | +0.11 |
| CVX Chevron Corp. | Add +12.3% | 0.54% | +0.08 |
| EMBC Embecta Corp. | Add +13.8% | 0.12% | +0.05 |
| DGX Quest Diagnostics Inc. | Add +1.3% | 1.40% | +0.05 |
| USPH U.S. Physical Therapy Inc. | Add +17.2% | 0.20% | +0.05 |
| HCKT The Hackett Group Inc. | Add +1.3% | 0.21% | +0.04 |
| PFE Pfizer Inc. | Add +7.7% | 0.95% | +0.04 |
| ASO Academy Sports & Outdoors Inc. | Add +13.5% | 0.22% | +0.03 |
| ARES Ares Management Corp. Class A | Add +0.8% | 0.17% | +0.03 |
| MAA Mid-America Apartment Comm | Add +10.6% | 0.22% | +0.03 |
| THG Hanover Insurance Group Inc./ | Add +3.8% | 0.21% | +0.03 |
| LAZ Lazard Inc. | Add +0.4% | 0.33% | +0.02 |
| CDRE Cadre Holdings Inc. | Add +45.6% | 0.10% | +0.02 |
| LAKE Lakeland Industries Inc. | Add +10.1% | 0.08% | +0.02 |
| PIPR Piper Sandler Cos | Add +27.4% | 0.07% | +0.02 |
| APAM Artisan Partners Asset Ma -A | Add +0.4% | 0.40% | +0.02 |
| BANF Bancfirst Corp. | Add +1.4% | 0.12% | +0.02 |
| SXI Standex International Corp. | Add +1.5% | 0.22% | +0.02 |
| PPG PPG Industries Inc. | New | 0.02% | +0.02 |
| XYL Xylem Inc. | New | 0.02% | +0.02 |
| CTS CTS Corp. | Add +2.0% | 0.11% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.07% | +0.01 |
| PRGO Perrigo Co. PLC | Add +0.4% | 0.38% | +0.01 |
| FHB First Hawaiian Inc. | Add +1.1% | 0.08% | +0.01 |
| PAHC Phibro Animal Health Corp. Class A | Add +21.8% | 0.08% | +0.01 |
| SSB Southstate Bank Corp. | Add +1.6% | 0.14% | +0.01 |
| SYK Stryker Corp. | Add +3.0% | 0.16% | +0.01 |
| AMZN Amazon.com Inc. | Add +6.5% | 0.05% | +0.01 |
| AZZ Azz Inc. | Add +1.8% | 0.20% | +0.01 |
| TRNO Terreno Realty Corp. | Add +18.7% | 0.12% | +0.01 |
| LMAT Lemaitre Vascular Inc. | Add +1.7% | 0.18% | +0.01 |
| NVDA Nvidia Corp. | Add +5.3% | 0.06% | +0.01 |
| LGTY Logility Supply Chain Soluti | Add +1.1% | 0.21% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.1% | 0.15% | +0.01 |
| LPLA LPL Financial Holdings Inc. | Add +2.7% | 0.03% | +0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -0.6% | 8,044 | $9.6M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 305 | $6.0B | ABBV, MSFT, JCI, PNC, AZN |
| Q1 2026 | 299 | $5.8B | ABBV, MSFT, JCI, AZN, AEP |
| Q4 2025 | 300 | $6.0B | MSFT, ABBV, JCI, AZN, ACN |
| Q3 2025 | 298 | $6.0B | MSFT, ABBV, JCI, TEL, KO |
| Q2 2025 | 290 | $5.7B | MSFT, ABBV, JCI, PM, KO |
| Q1 2025 | 286 | $5.6B | ABBV, MSFT, PM, KO, AEP |
| Q4 2024 | 280 | $5.6B | MSFT, ABBV, PM, KO, JCI |
| Q3 2024 | 276 | $5.8B | MSFT, ABBV, KO, OMC, PM |
| Q2 2024 | 269 | $5.2B | MSFT, ABBV, KO, AZN, OMC |
| Q1 2024 | 270 | $5.4B | MSFT, ABBV, HD, OMC, JPM |