Crawford Investment Counsel Inc.
Annual return '25
+22.6%
SPY '25
+17.7%
Alpha
+4.9ptsvs SPY
Invested
$5.9B
Holdings
301
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ABBV
ABBVIE INC
Q4 2025: Exited (was 910.7k shares)
3.3%
02
$MSFT
MICROSOFT CORP
Q1 2026: Sold 66.8% (451.2k → 150.0k shares)
2.9%
03
$JCI
JOHNSON CONTROLS INTERNATION
Q1 2026: Increased +35.4% (42.1k → 57.0k shares)
2.7%
04
$AZN
ASTRAZENECA PLC
Q4 2025: Exited (was 1.57M shares)
2.5%
05
$AEP
AMERICAN ELEC PWR CO INC
Q4 2025: Exited (was 1.05M shares)
2.3%
06
$WEC
WEC ENERGY GROUP INC
Q4 2025: Exited (was 1.10M shares)
2.2%
07
$PM
PHILIP MORRIS INTL INC
Q1 2026: Increased +221.8% (6.2k → 20.0k shares)
2.1%
08
$PNC
PNC FINL SVCS GROUP INC
Q4 2025: Exited (was 503.9k shares)
2.1%
09
$KO
COCA COLA CO
Q4 2025: Sold 96.1% (1.95M → 75.2k shares)
2.1%
10
$RTX
RTX CORPORATION
Q1 2026: Exited (was 57.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:34 UTC.