Crawford Investment Counsel Inc Portfolio Changes Q2 2026
This report details observable investment activities by Crawford Investment Counsel Inc during the second quarter of 2026, highlighting significant purchases and sales based on available data.
According to filings reviewed for Crawford Investment Counsel Inc, the investment advisor managed a substantial portfolio valued at approximately $5.8 billion as of June 30, 2026.
Overall Portfolio Changes
The firm observed changes across its holdings during Q2 2026. Several stocks saw reductions in their share count and allocation percentage within the portfolio, while others experienced increases or were added for the first time.
Purchase Activities (Significant Buys)
Crawford Investment Counsel Inc registered notable buying activity during this period. The firm significantly increased its position in XYLEM INC (Ticker: XYL), acquiring an additional 227,403 shares and boosting the allocation percentage from a previous level to about 1.0% of the portfolio.
Similarly, there were substantial purchases in other sectors. The firm bought TARGET CORP (TGT), adding approximately 226,868 shares which led to a significant increase in its portfolio allocation percentage.
In the Healthcare sector, notable buying activity was seen with PFIZER INC (PFE), where the firm acquired an additional 256,396 shares increasing its allocation.
Sale Activities (Significant Sells)
The investor also recorded significant selling activity. Holdings in ACCENTURE PLC (ACN) were substantially reduced, with a decrease of 378,071 shares resulting in its portfolio allocation dropping to nearly zero.
In the Technology sector, MARSH & MCLENNAN COS INC (MMC) saw a major reduction with 249,591 shares sold off during Q2.
New Positions and Minor Changes
Beyond the significant buys and sells, Crawford Investment Counsel Inc also adjusted other holdings. For instance, HUNTINGTON BANCSHARES INC (HBAN) experienced a moderate increase in its position.
The firm exited or significantly reduced positions in several other stocks during the quarter, including Roper Industries Inc, although specific details for all exits are not fully detailed here. Minor adjustments were also noted across various sectors.
Diversification and Sector Focus
The portfolio remains diversified, with significant allocations to Financial Services (16.46%), Industrials (14.51%), Technology (13.50%), Healthcare (12.80%), Consumer Defensive (10.10%) and other sectors including Utilities.