Crawford Investment Counsel Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Crawford Investment Counsel Inc. reported 300 stock positions worth $6.0 billion. Its top holding was Microsoft (MSFT) at 3.7% of the portfolio, followed by Abbvie (ABBV, 3.4%) and Johnson Controls Internation (JCI, 2.6%). Compared with Q3 2025, it opened 8 new positions, sold out of 7, added to 139 and reduced 124. The biggest buy was Dover (DOV, shares +21017%) and the biggest sale Honeywell International (HON, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000837592
- Portfolio Value
- $6.0B (Q4 2025)
- SEC Filing
- 0001398344-26-003222 ↗ filed Feb 17, 2026
Holdings Value
Holdings 300 stocks · $6.0B
| MSFT Microsoft Corp. | 3.70% | 459,262 | $222.1M | Reduce -1.0% |
| ABBV Abbvie Inc. | 3.40% | 893,576 | $204.2M | Reduce -1.9% |
| JCI Johnson Controls Internation | 2.64% | 1,321,830 | $158.3M | Reduce -3.0% |
| AZN Astrazeneca PLC-Spons ADR | 2.36% | 1,538,963 | $141.5M | Reduce -1.7% |
| ACN Accenture PLC Class A | 2.22% | 495,336 | $132.9M | Add +28.7% |
| TEL Te Connectivity PLC | 2.18% | 575,593 | $131.0M | Reduce -4.5% |
| MDT Medtronic PLC | 2.18% | 1,361,380 | $130.8M | Add +0.6% |
| KO The Coca-Cola Co. | 2.11% | 1,810,934 | $126.6M | Reduce -7.0% |
| PNC PNC Financial Services Group | 2.10% | 603,176 | $125.9M | Add +19.7% |
| RTX RTX Corp. | 2.09% | 683,794 | $125.4M | Reduce -3.4% |
| V Visa Inc. Class A | 2.07% | 354,428 | $124.3M | Add +0.3% |
| PM Philip Morris International | 2.06% | 769,729 | $123.5M | Reduce -0.2% |
| AXP American Express Co. | 2.02% | 327,341 | $121.1M | Reduce -2.5% |
| AEP American Electric Power | 1.98% | 1,028,170 | $118.6M | Reduce -1.8% |
| WEC WEC Energy Group Inc. | 1.92% | 1,089,902 | $114.9M | Reduce -1.0% |
| WTW Willis Towers Watson PLC | 1.82% | 331,415 | $108.9M | Add +0.1% |
| GPC Genuine Parts Co. | 1.71% | 835,566 | $102.7M | Reduce -0.1% |
| OMC Omnicom Group | 1.69% | 1,252,790 | $101.2M | Add +15.2% |
| SCHW Schwab (charles) Corp. | 1.68% | 1,005,932 | $100.5M | Reduce -0.5% |
| UPS United Parcel Service Class B | 1.67% | 1,008,714 | $100.1M | Add +2.3% |
| HD Home Depot Inc. | 1.62% | 281,704 | $96.9M | Add +0.4% |
| JNJ Johnson & Johnson | 1.50% | 433,815 | $89.8M | Add +0.4% |
| SAP Sap SE-Sponsored ADR | 1.49% | 366,882 | $89.1M | Add +1.1% |
| SPGI S&P Global Inc. | 1.46% | 167,591 | $87.6M | Add +1.1% |
| DGX Quest Diagnostics Inc. | 1.44% | 496,499 | $86.2M | Add +0.4% |
| PG The Procter & Gamble Co. | 1.41% | 589,323 | $84.5M | Add +1.4% |
| BLK BlackRock Inc. | 1.37% | 76,830 | $82.2M | Reduce -1.3% |
| ROST Ross Stores Inc. | 1.37% | 455,451 | $82.0M | Add +0.6% |
| CNQ Canadian Natural Resources | 1.34% | 2,376,635 | $80.4M | Add +1.6% |
| DOX Amdocs Ltd. | 1.22% | 910,884 | $73.3M | Reduce -4.3% |
| AAPL Apple Inc. | 1.15% | 253,465 | $68.9M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 1.14% | 212,993 | $68.6M | Reduce -1.7% |
| CSX CSX Corp. | 0.93% | 1,536,865 | $55.7M | Add +1.2% |
| MRSH Marsh & McLennan Cos | 0.92% | 297,678 | $55.2M | Add +1.1% |
| ICE Intercontinental Exchange Inc. | 0.89% | 330,185 | $53.5M | Add +1.8% |
| PFE Pfizer Inc. | 0.86% | 2,082,631 | $51.9M | Reduce -3.4% |
| DOV Dover Corp. | 0.86% | 263,963 | $51.5M | Add +21017.0% |
| MAA Mid-America Apartment Comm | 0.84% | 364,335 | $50.6M | Reduce -7.3% |
| MDLZ Mondelez International Inc. Class A | 0.83% | 923,192 | $49.7M | Add +22.5% |
| CAH Cardinal Health Inc. | 0.82% | 238,680 | $49.0M | Reduce -41.5% |
| HBAN Huntington Bancshares Inc. | 0.76% | 2,639,518 | $45.8M | Add +0.9% |
| ATR Aptargroup Inc. | 0.74% | 364,322 | $44.4M | Add +49.0% |
| ROP Roper Technologies Inc. | 0.71% | 96,229 | $42.8M | Reduce -12.6% |
| AVGO Broadcom Inc. | 0.68% | 117,330 | $40.6M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 0.67% | 127,701 | $40.0M | Reduce -3.7% |
| CVX Chevron Corp. | 0.64% | 251,797 | $38.4M | Add +0.3% |
| DHR Danaher Corp. | 0.63% | 165,821 | $38.0M | New |
| DUK Duke Energy Corp. | 0.63% | 323,207 | $37.9M | Add +0.4% |
| BKH Black Hills Corp. | 0.57% | 489,565 | $34.0M | Add +9.4% |
| GSK GSK PLC-Spon ADR | 0.54% | 662,017 | $32.5M | Reduce -4.2% |
| MSM MSC Industrial Direct Co. Class A | 0.54% | 381,610 | $32.1M | Add +1.5% |
| PRU Prudential Financial Inc. | 0.52% | 277,836 | $31.4M | Add +0.4% |
| PEGA Pegasystems Inc. | 0.52% | 521,631 | $31.2M | Reduce -0.8% |
| KMI Kinder Morgan Inc. | 0.50% | 1,090,220 | $30.0M | Add +0.4% |
| EVRG Evergy Inc. | 0.46% | 383,913 | $27.8M | Reduce -2.3% |
| LAMR Lamar Advertising Co. Class A | 0.44% | 209,241 | $26.5M | Add +1.8% |
| NVT Nvent Electric PLC | 0.43% | 253,971 | $25.9M | Reduce -6.1% |
| D Dominion Energy Inc. | 0.43% | 438,451 | $25.7M | Add +1.7% |
| ESE Esco Technologies Inc. | 0.43% | 130,737 | $25.5M | Reduce -3.7% |
| HAS Hasbro Inc. | 0.42% | 309,228 | $25.4M | Reduce -0.8% |
| DG Dollar General Corp. | 0.40% | 182,109 | $24.2M | Add +1.6% |
| META Meta Platforms Inc. Class A | 0.39% | 35,148 | $23.2M | Add +30.7% |
| ASO Academy Sports & Outdoors Inc. | 0.38% | 459,046 | $22.9M | Add +1.3% |
| SO The Southern Co. | 0.38% | 261,457 | $22.8M | Add +0.1% |
| LFUS Littelfuse Inc. | 0.37% | 86,564 | $21.9M | Add +1.1% |
| OKE Oneok Inc. | 0.36% | 292,135 | $21.5M | Add +3.0% |
| BTI British American Tob-SP ADR | 0.35% | 373,483 | $21.1M | Add +5.6% |
| APAM Artisan Partners Asset Ma -A | 0.35% | 517,768 | $21.1M | Add +2.8% |
| CRM Salesforce Inc. | 0.35% | 79,296 | $21.0M | Add +26.2% |
| CCI Crown Castle Inc. | 0.34% | 229,686 | $20.4M | Reduce -4.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 68,277 | $20.2M | Reduce -3.3% |
| TXN Texas Instruments Inc. | 0.34% | 116,132 | $20.1M | Reduce -0.5% |
| SSNC Ss&c Technologies Holdings | 0.33% | 228,333 | $20.0M | Add +2.4% |
| ORCL Oracle Corp. | 0.33% | 102,003 | $19.9M | Reduce -26.6% |
| PEP Pepsico Inc. | 0.33% | 138,482 | $19.9M | Add +0.5% |
| CUBE Cubesmart | 0.31% | 517,658 | $18.7M | Add +1.1% |
| PLD Prologis Inc. | 0.31% | 145,967 | $18.6M | Add +3.6% |
| VZ Verizon Communications Inc. | 0.30% | 446,348 | $18.2M | Reduce -23.5% |
| LAZ Lazard Inc. | 0.29% | 362,741 | $17.6M | Add +0.4% |
| FHB First Hawaiian Inc. | 0.28% | 665,047 | $16.8M | Add +129.9% |
| CLX Clorox Company | 0.27% | 163,433 | $16.5M | Add +103.5% |
| PRGO Perrigo Co. PLC | 0.27% | 1,177,753 | $16.4M | Reduce -7.6% |
| MRK Merck & Co. Inc. | 0.27% | 152,669 | $16.1M | Reduce -5.8% |
| DEO Diageo PLC-Sponsored ADR | 0.27% | 185,291 | $16.0M | Reduce -22.8% |
| SBUX Starbucks Corp. | 0.25% | 180,582 | $15.2M | Reduce -6.0% |
| MOG.A Moog Inc. Class A | 0.25% | 60,858 | $14.8M | Reduce -7.0% |
| SMG Scotts Miracle-Gro Co. | 0.25% | 253,181 | $14.8M | Reduce -0.5% |
| ORI Old Republic Intl Corp. | 0.25% | 323,667 | $14.8M | Reduce -5.8% |
| BKNG Booking Holdings Inc. | 0.25% | 2,754 | $14.7M | Add +2.4% |
| KNTK Kinetik Holdings Inc. | 0.24% | 403,348 | $14.5M | Add +30.5% |
| WMT Walmart Inc. | 0.24% | 127,497 | $14.2M | Add +2.6% |
| MAN Manpowergroup Inc. | 0.22% | 443,046 | $13.2M | Reduce -14.0% |
| SXI Standex International Corp. | 0.22% | 59,804 | $13.0M | Reduce -5.3% |
| WMB Williams Cos Inc. | 0.21% | 211,325 | $12.7M | Add +1.8% |
| EXPD Expeditors Intl Wash Inc. | 0.21% | 84,282 | $12.6M | Add +1.2% |
| AZZ Azz Inc. | 0.21% | 117,165 | $12.6M | Add +0.7% |
| HON Honeywell International Inc. | 0.20% | 62,377 | $12.2M | Reduce -86.3% |
| USPH U.S. Physical Therapy Inc. | 0.19% | 148,120 | $11.6M | Add +0.9% |
| ARES Ares Management Corp. Class A | 0.19% | 71,008 | $11.5M | Add +24.0% |
| TPB Turning Point Brands Inc. | 0.18% | 102,107 | $11.1M | Reduce -14.0% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $10.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 8,431 | $10.2M | Add +6.8% |
Total filed on the 13F, all lines: $6.0B.
Portfolio Sells Q3 2025 → Q4 2025
| HON Honeywell International Inc. | Reduce -86.3% | 0.20% | −1.39 |
| ARE Alexandria Real Estate Equit | Reduce -90.1% | 0.04% | −0.60 |
| DOC Healthpeak Properties Inc. | Reduce -70.8% | 0.11% | −0.34 |
| ORCL Oracle Corp. | Reduce -26.6% | 0.33% | −0.32 |
| MSFT Microsoft Corp. | Reduce -1.0% | 3.70% | −0.28 |
| STAG Stag Industrial Inc. | Reduce -66.3% | 0.15% | −0.27 |
| CAH Cardinal Health Inc. | Reduce -41.5% | 0.82% | −0.25 |
| GPC Genuine Parts Co. | Reduce -0.1% | 1.71% | −0.21 |
| NTRS Northern Trust Corp. | Reduce -73.1% | 0.08% | −0.20 |
| PRGO Perrigo Co. PLC | Reduce -7.6% | 0.27% | −0.20 |
| ROP Roper Technologies Inc. | Reduce -12.6% | 0.71% | −0.20 |
| MRVL Marvell Technology Inc. | Reduce -74.9% | 0.07% | −0.19 |
| CNMD Conmed Corp. | Reduce -67.1% | 0.07% | −0.18 |
| WEC WEC Energy Group Inc. | Reduce -1.0% | 1.92% | −0.18 |
| BLK BlackRock Inc. | Reduce -1.3% | 1.37% | −0.14 |
| VZ Verizon Communications Inc. | Reduce -23.5% | 0.30% | −0.12 |
| DEO Diageo PLC-Sponsored ADR | Reduce -22.8% | 0.27% | −0.11 |
| MAN Manpowergroup Inc. | Reduce -14.0% | 0.22% | −0.10 |
| ABBV Abbvie Inc. | Reduce -1.9% | 3.40% | −0.10 |
| SOLS Solstice Adv Materials Inc. | Reduce -92.1% | 0.01% | −0.08 |
| DOX Amdocs Ltd. | Reduce -4.3% | 1.22% | −0.07 |
| NSA National Storage Affiliates | Reduce -95.1% | 0.00% | −0.07 |
| LW Lamb Weston Holdings Inc. | Reduce -15.9% | 0.11% | −0.07 |
| MAA Mid-America Apartment Comm | Reduce -7.3% | 0.84% | −0.07 |
| COLM Columbia Sportswear Co. | Reduce -78.9% | 0.02% | −0.07 |
| DTM DT Midstream Inc. | Reduce -28.3% | 0.16% | −0.05 |
| LAKE Lakeland Industries Inc. | Sold out | 0.00% | −0.05 |
| ESE Esco Technologies Inc. | Reduce -3.7% | 0.43% | −0.05 |
| PFE Pfizer Inc. | Reduce -3.4% | 0.86% | −0.05 |
| CCI Crown Castle Inc. | Reduce -4.6% | 0.34% | −0.05 |
| KO The Coca-Cola Co. | Reduce -7.0% | 2.11% | −0.03 |
| EVRG Evergy Inc. | Reduce -2.3% | 0.46% | −0.03 |
| PAHC Phibro Animal Health Corp. Class A | Reduce -8.8% | 0.12% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -0.5% | 0.34% | −0.02 |
| EMBC Embecta Corp. | Reduce -6.3% | 0.07% | −0.02 |
| PM Philip Morris International | Reduce -0.2% | 2.06% | −0.02 |
| SHOE Shoe Station Group Inc. | Reduce -4.8% | 0.07% | −0.02 |
| CCJ Cameco Corp. | Reduce -35.4% | 0.04% | −0.02 |
| SBUX Starbucks Corp. | Reduce -6.0% | 0.25% | −0.02 |
| UTZ Utz Brands Inc. | Reduce -10.0% | 0.05% | −0.01 |
| TEL Te Connectivity PLC | Reduce -4.5% | 2.18% | −0.01 |
| NVT Nvent Electric PLC | Reduce -6.1% | 0.43% | −0.01 |
| TPB Turning Point Brands Inc. | Reduce -14.0% | 0.18% | −0.01 |
| AVGO Broadcom Inc. | Reduce -6.3% | 0.68% | −0.01 |
| GPN Global Payments Inc. | Reduce -18.5% | 0.03% | −0.01 |
| SYK Stryker Corp. | Reduce -0.9% | 0.15% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.7% | 0.07% | −0.01 |
| PPG PPG Industries Inc. | Reduce -25.4% | 0.02% | −0.01 |
| SXI Standex International Corp. | Reduce -5.3% | 0.22% | −0.01 |
| AZO AutoZone Inc. | Reduce -0.3% | 0.02% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| DOV Dover Corp. | Add +21017.0% | 0.86% | +0.86 |
| ACN Accenture PLC Class A | Add +28.7% | 2.22% | +0.64 |
| DHR Danaher Corp. | New | 0.63% | +0.63 |
| PNC PNC Financial Services Group | Add +19.7% | 2.10% | +0.42 |
| UPS United Parcel Service Class B | Add +2.3% | 1.67% | +0.30 |
| ROST Ross Stores Inc. | Add +0.6% | 1.37% | +0.22 |
| OMC Omnicom Group | Add +15.2% | 1.69% | +0.21 |
| ATR Aptargroup Inc. | Add +49.0% | 0.74% | +0.20 |
| JNJ Johnson & Johnson | Add +0.4% | 1.50% | +0.17 |
| FHB First Hawaiian Inc. | Add +129.9% | 0.28% | +0.16 |
| GEN Gen Digital Inc. | New | 0.14% | +0.14 |
| SPGI S&P Global Inc. | Add +1.1% | 1.46% | +0.12 |
| CLX Clorox Company | Add +103.5% | 0.27% | +0.11 |
| BKH Black Hills Corp. | Add +9.4% | 0.57% | +0.11 |
| MNRO Monro Inc. | Add +673.4% | 0.12% | +0.11 |
| CRM Salesforce Inc. | Add +26.2% | 0.35% | +0.10 |
| CNQ Canadian Natural Resources | Add +1.6% | 1.34% | +0.10 |
| AAPL Apple Inc. | Add +2.1% | 1.15% | +0.10 |
| DG Dollar General Corp. | Add +1.6% | 0.40% | +0.10 |
| ISRG Intuitive Surgical Inc. | New | 0.08% | +0.08 |
| TPL Texas Pacific Land Corp. | Add +237.2% | 0.11% | +0.07 |
| LB Landbridge Co. LLC-A | New | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +0.3% | 2.07% | +0.07 |
| MCRI Monarch Casino & Resort Inc. | Add +397.7% | 0.09% | +0.07 |
| META Meta Platforms Inc. Class A | Add +30.7% | 0.39% | +0.06 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.17% | +0.06 |
| RAL Ralliant Corp. | Add +338.4% | 0.07% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Add +22.5% | 0.83% | +0.05 |
| PRU Prudential Financial Inc. | Add +0.4% | 0.52% | +0.05 |
| PLD Prologis Inc. | Add +3.6% | 0.31% | +0.04 |
| MDT Medtronic PLC | Add +0.6% | 2.18% | +0.04 |
| BTI British American Tob-SP ADR | Add +5.6% | 0.35% | +0.04 |
| EXPD Expeditors Intl Wash Inc. | Add +1.2% | 0.21% | +0.04 |
| ARES Ares Management Corp. Class A | Add +24.0% | 0.19% | +0.04 |
| CSX CSX Corp. | Add +1.2% | 0.93% | +0.03 |
| WHD Cactus Inc. Class A | Add +13.2% | 0.12% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +17.9% | 0.08% | +0.03 |
| WMT Walmart Inc. | Add +2.6% | 0.24% | +0.02 |
| LAMR Lamar Advertising Co. Class A | Add +1.8% | 0.44% | +0.02 |
| KNTK Kinetik Holdings Inc. | Add +30.5% | 0.24% | +0.02 |
| HLNE Hamilton Lane Inc. Class A | Add +20.6% | 0.13% | +0.02 |
| AMZN Amazon.com Inc. | Add +23.1% | 0.08% | +0.02 |
| IRT Independence Realty Trust Inc. | Add +3.4% | 0.17% | +0.02 |
| WBS Webster Financial Corp. | Add +9.6% | 0.11% | +0.02 |
| OKE Oneok Inc. | Add +3.0% | 0.36% | +0.01 |
| HBAN Huntington Bancshares Inc. | Add +0.9% | 0.76% | +0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +25.0% | 0.06% | +0.01 |
| SHOP Shopify Inc. Class A | Add +281.3% | 0.02% | +0.01 |
| CAT Caterpillar Inc. | Add +3.2% | 0.06% | +0.01 |
| PEP Pepsico Inc. | Add +0.5% | 0.33% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +6.8% | 8,431 | $10.2M |
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 |