CRAWFORD INVESTMENT COUNSEL INC
SEC Form 13F institutional filer · CIK 0000837592
13F-HR · 188 reported holdings · 2026-03-31
Investment advisory firm.
Reported long-US-equity value
$4.64B
Top-10 concentration
30.0%
CRAWFORD INVESTMENT COUNSEL INC — $4.64B AUM allocation strategy
CRAWFORD INVESTMENT COUNSEL INC files SEC Form 13F and reports $4.64B of long US equity value across 188 reported holdings for 2026-03-31.
Its largest sector bet is Financials 11.1%, followed by Health Care 10.9% and Industrials 8.5%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
CRAWFORD INVESTMENT COUNSEL INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.64B
total across 188 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$HBAN +1.34M sh · +$16.5M+$PAYX +509K sh · +$45.9M+$XYL +272K sh · +$32.4M
Biggest trims (shares)
−$GPC −418K sh · −$58.5M−$KO −185K sh · −$2.98M−$PLD −140K sh · −$17.8M
Exited to nil (held last quarter, gone now)
$MET ($700K last qtr)$WELL ($321K last qtr)$GIS ($301K last qtr)$INTU ($261K last qtr)$HPE ($260K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Electric Utilities5.6%—
- Biotechnology4.2%—
- Systems Software3.6%—
- Building Products3.4%—
- Tobacco2.7%—
- Diversified Banks2.7%—
- Soft Drinks & Non-alcoholic Beverages2.6%—
- Aerospace & Defense2.6%—
- Other holdings72.5%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ABBV | AbbVie Inc | 886K | $193M | -7.16K | 4.2% |
| $MSFT | Microsoft Corporation | 454K | $168M | -5.34K | 3.6% |
| $JCI | Johnson Controls International plc | 1.22M | $160M | -98.3K | 3.5% |
| $AEP | American Electric Power Company Inc | 1.01M | $133M | -14.9K | 2.9% |
| $WEC | WEC Energy Group Inc | 1.09M | $126M | +1.98K | 2.7% |
| $PM | Philip Morris International Inc | 759K | $126M | -10.3K | 2.7% |
| $PNC | PNC Financial Services Group Inc | 597K | $124M | -5.8K | 2.7% |
| $KO | Coca-Cola Company | 1.63M | $124M | -185K | 2.7% |
| $RTX | RTX Corporation | 639K | $123M | -44.7K | 2.7% |
| $MDT | Medtronic plc | 1.36M | $118M | -334 | 2.5% |
…and 178 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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