BUDROS, RUHLIN & ROE, INC.
1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900
Report Date: 03/31/2013
Position Statistics:
| Total Positions | 95 |
| New Positions | 7 |
| Increased Positions | 36 |
| Decreased Positions | 53 |
| Positions with Activity | 89 |
| Sold Out Positions | 6 |
| Total Mkt Value (in $ millions) |
223 |
Sector Weighting
| Basic Materials | 0.48% |
| Capital Goods | 1.41% |
| Conglomerates | |
| Consumer Cyclical | 0.38% |
| Consumer/Non-Cyclical | 6.08% |
| Energy | 2.33% |
| Financial | 68.63% |
| Healthcare | 5.12% |
| Services | 5.62% |
| Technology | 5.99% |
| Transportation | |
| Utilities | 0.95% |
Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.
95 Positions as of 03/31/2013
| Company | Class | Value of Shares ($1,000s) |
Change in Value ($1,000s) | Change (%) | Shares Held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 44,097 | 1,312 | 3.07 | 390,173 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 40,148 | -2,033 | (4.82) | 237 |
| ISHARES TR | RUSSELL 1000 | 24,935 | -2,020 | (7.5) | 268,498 |
| VANGUARD SPECIALIZED PORTFOLIO | DIV APP ETF | 17,903 | 1,569 | 9.61 | 258,159 |
| BARCLAYS BK PLC | DJUBS CMDT ETN36 | 6,323 | 980 | 18.34 | 163,258 |
| JPMORGAN CHASE & CO | COM | 3,562 | -754 | (17.48) | 68,103 |
| PROCTER & GAMBLE CO | COM | 3,323 | -162 | (4.65) | 41,528 |
| CISCO SYS INC | COM | 3,320 | -76 | (2.24) | 136,978 |
| GENERAL ELECTRIC CO | COM | 2,880 | 45 | 1.58 | 122,747 |
| ISHARES TR | CORE S&P500 ETF | 2,765 | -128 | (4.42) | 16,475 |
| MICROSOFT CORP | COM | 2,640 | 88 | 3.47 | 75,702 |
| INTERNATIONAL BUSINESS MACHS | COM | 2,425 | -127 | (4.97) | 11,635 |
| STARBUCKS CORP | COM | 2,306 | -221 | (8.76) | 35,951 |
| MERCK & CO INC NEW | COM | 2,226 | -20 | (0.88) | 48,402 |
| LILLY ELI & CO | COM | 2,199 | -82 | (3.58) | 39,333 |
| DISNEY WALT CO | COM DISNEY | 2,025 | -128 | (5.95) | 30,411 |
| INTEL CORP | COM | 1,961 | 111 | 6.01 | 81,562 |
| MCDONALDS CORP | COM | 1,782 | -105 | (5.56) | 17,553 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1,755 | 86 | 5.16 | 44,059 |
| BRISTOL MYERS SQUIBB CO | COM | 1,715 | -110 | (6.04) | 39,596 |
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