Crawford Investment Counsel Q2 2026 Portfolio Changes: Strategic Shifts in Key Sectors
This analysis details observable purchases and sales by Crawford Investment Counsel Inc during its second quarter of investment activity ending June 30, 2026.
According to the filing for Crawford Investment Counsel Inc, significant changes occurred in its portfolio during the second quarter of 2026. The data reveals a dynamic period with notable buying and selling activities across various sectors.
Financial Services: Mixed Signals, Notable Bank Purchase
Crawford Investment Counsel Inc showed mixed activity within the Financial Services sector this quarter. A significant sale was observed in Marsh & McLennan Cos Inc (MMC), which experienced an 83.85% reduction in shares and a corresponding decrease of approximately $1.2 million in its stock value, dropping its portfolio allocation from 0.7% to 0.13%. Conversely, the investor significantly increased their position in Huntington Bancshares Inc (HBAN), acquiring an additional 598,465 shares at a total cost of $2.5 million over the quarter.
Technology: Heavy Selloffs Offset by New Positions
The Technology sector saw substantial selling activity from Crawford Investment Counsel Inc during Q2 2026. Accenture PLC (ACN) was sold aggressively, with a staggering 76.04% reduction in shares and an almost complete exit of the position (portfolio percentage allocation: -0.25%). Similarly, Marsh & McLennan Cos Inc (MMC), despite being primarily in Financial Services, also had Technology holdings that were reduced by 83.85%. The stock PegaSystems Inc (PEGA) saw a significant increase of 33.72% in its portfolio allocation (1.98%). Additionally, the investor added Paychex Inc (PAYX), increasing their stake by nearly 30%, which boosted its portfolio percentage to 1.18%. The sector also gained a new holding with Pegasystems Inc.
Healthcare: Declines and Gains in Weight
In the Healthcare sector, Crawford Investment Counsel Inc disposed of several holdings but saw gains elsewhere. EMBECTA CORP (EMBC) was completely sold out (-94.89%), exiting this small position entirely. Pfizer Inc (PFE) experienced a moderate decline, with 12.87% fewer shares held and its portfolio allocation decreasing slightly to 0.7%. However, the investor notably increased their stake in Medtronic PLC (MDT), adding over 160,000 shares at an incremental value of $5 million during Q2.
Consumer Defensive: Major Selloffs
The Consumer Defensive sector witnessed a significant reduction in holdings by Crawford Investment Counsel Inc. Coca Cola Co (KO) saw its portfolio allocation decrease from 2.09% to 1.98%, representing an approximate 5.3% drop, though the exact percentage change was -5.18%. Target Corp (TGT), another Consumer Defensive holding, also experienced a reduction in shares held by approximately 47%, leading to its portfolio allocation decreasing from 0.54% to 0.39%.
No Activity Disclosed for Other Categories
The provided data does not indicate any purchases or sales activity in the Energy sector during this period, as no holdings changed within that category according to the filing.