CRAWFORD INVESTMENT COUNSEL INC

Long Only Manager

CRAWFORD INVESTMENT COUNSEL INC is a Long Only Manager based in Atlanta, GA led by David Bentley Crawford, reporting $8.5B in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).

PresidentDavid Bentley Crawford

Portfolio Value: $6.0B
Positions: 298
Top Holding: MSFT at 3.99%
Last Reported: Q3 2025

Address600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339, United States

Top Holdings

Largest long holdings in CRAWFORD INVESTMENT COUNSEL INC's portfolio (24.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$240.2M	3.99%	-$2.4M Sold	0.01% 463.8K shares	≤ Q2 2013 Held for 12y 5m+
2 AbbVie ABBV	Drug Manufacturers - General Healthcare	$210.9M	3.50%	+$1.8M Bought	0.05% 910.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Johnson Controls International JCI	Construction Industrials	$149.9M	2.49%	-$2.6M Sold	0.21% 1.4M shares	≤ Q2 2013 Held for 12y 5m+
4 TE Connectivity TEL	Hardware, Equipment & Parts Technology	$132.4M	2.20%	-$2.5M Sold	0.20% 602.9K shares	Q4 2021 Held for 3y 11m
5 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$129.1M	2.14%	+$3.0M Bought	0.05% 1.9M shares	≤ Q2 2013 Held for 12y 5m+
6 Medtronic MDT	Medical - Devices Healthcare	$128.9M	2.14%	+$919.2K Bought	0.11% 1.4M shares	Q4 2013 Held for 11y 11m
7 WEC Energy Group WEC	Regulated Electric Utilities	$126.1M	2.09%	+$786.2K Bought	0.34% 1.1M shares	Q2 2018 Held for 7y 5m
8 Philip Morris International PM	Tobacco Consumer Defensive	$125.1M	2.08%	-$2.2M Sold	0.05% 771.6K shares	≤ Q2 2013 Held for 12y 5m+
9 Visa V	Financial - Credit Services Financial Services	$120.6M	2.00%	+$2.3M Bought	0.02% 353.4K shares	Q2 2014 Held for 11y 5m
10 AZN AstraZeneca AZN	Unknown Unknown	$120.1M	1.99%	+$2.1M Bought	— 1.6M shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in CRAWFORD INVESTMENT COUNSEL INC's latest filing

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Market Value

$6.0B

Prior: $5.7B

Q/Q Change

+5.38%

+$307.5M

Net Flows % of MV

+1.36%

Turnover Ratio

2.81%

New Purchases

7 stocks

$30.8M

Added To

135 stocks

+$176.5M

Sold Out Of

7 stocks

$2.0M

Reduced Holdings

117 stocks

-$123.3M

Increased Positions

Position	Shares Δ	Change
1 BTI British American Tobacco BTI	New	0 → 353.6K +$18.8M
2 A10 Networks ATEN	New	0 → 286.8K +$5.2M
3 Napco Security Technologies NSSC	New	0 → 103.8K +$4.5M
4 DENTSPLY SIRONA XRAY	New	0 → 87.0K +$1.1M
5 Ralliant Corporation RAL	New	0 → 18.1K +$790.6K

Decreased Positions

Position	Shares Δ	Change
1 The Kraft Heinz Company KHC	Sold	26.3K → 0 −$680.3K
2 American Tower AMT	Sold	1.1K → 0 −$249.2K
3 Intuitive Surgical ISRG	Sold	407.0 → 0 −$221.2K
4 HCA Healthcare HCA	Sold	561.0 → 0 −$214.9K
5 Ameriprise Financial AMP	Sold	392.0 → 0 −$209.2K