Crawford Investment Counsel Inc.
Crawford Investment Counsel, Inc. is an independent, SEC-registered investment adviser founded in 1980 and headquartered in Atlanta, GA. The firm has over 50 employees and specializes in managing personalized portfolios for a wide spectrum of clients, including high net worth individuals, families, charitable organizations, corporations, and institutional investors. With over 40 years of experience, Crawford offers investment-led, income-oriented solutions with a focus on stability and long-term growth.
Investment Strategy
Crawford Investment Counsel employs a disciplined, bottom-up investment approach rooted in income generation and risk management. The firm customizes portfolios for each client, focusing on high-quality, dividend-paying equities and high-grade fixed income securities. Its strategy prioritizes consistent returns and capital preservation, emphasizing investments in companies and bonds with stable cash flows, strong fundamentals, and a history of reliable income, aligning portfolios to achieve long-term financial objectives while minimizing downside risk.
Latest 13F Filing Activity
Crawford Investment Counsel Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 290 equity positions with a total 13F market value of $6B. The fund increased holdings in Microsoft Corp., Mid-amer Apt Cmntys Inc., Johnson CTLS Intl PLC among other positions. Crawford Investment Counsel Inc. reduced exposure to Global PMTS Inc., Abbvie Inc., Alexandria Real Estate Eq in among others.
Top Holdings
Equity Positions (290)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 4.07% | $233.0M | 468,419 | $40.17 | $497.41 | +$53.7M |
A ABBV | ABBVIE INC | 2.93% | $167.6M | 902,793 | $83.81 | $185.62 | -$26.9M |
J JCI | JOHNSON CTLS INTL PLC | 2.56% | $146.4M | 1,386,330 | $39.75 | $105.62 | +$28.8M |
P PM | PHILIP MORRIS INTL INC | 2.50% | $143.0M | 785,384 | $94.13 | $182.13 | -$17.6M |
K KO | COCA COLA CO | 2.35% | $134.5M | 1,901,174 | $44.72 | $70.75 | -$5.6M |
Industry Allocation
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