BUDROS, RUHLIN & ROE, INC. Information

1801 WATERMARK DRIVE, SUITE 300, COLUMBUS, Ohio, 43215-7088, (614) 481-6900

Report Date: 06/30/2015

Position Statistics

Total Positions 113
New Positions 9
Increased Positions 47
Decreased Positions 55
Positions with Activity 102
Sold Out Positions 4
Total Mkt Value (in $ millions) 237

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.54%
Capital Goods 1.38%
Conglomerates 0%
Consumer Cyclical 0.41%
Consumer/Non-Cyclical 5.35%
Energy 1.94%
Financial 65.51%
Healthcare 5.65%
Services 5.17%
Technology 8.24%
Transportation
Utilities 0.8%

47 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 58,135 2,489 4.47 428,284
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 21,122 880 4.35 277,414
BARCLAYS BK PLC IPTH PURE BRD 7,060 3,137 79.98 259,095
JPMORGAN CHASE & CO COM 5,514 12 .22 85,978
APPLE INC COM 4,429 605 15.81 39,094
CISCO SYS INC COM 3,605 77 2.19 138,637
MICROSOFT CORP COM 3,493 2 .04 79,502
STARBUCKS CORP COM 2,871 12 .43 51,607
INTEL CORP COM 2,635 9 .36 92,713
DISNEY WALT CO COM DISNEY 2,602 186 7.70 25,386
WELLS FARGO & CO NEW COM 2,506 282 12.67 46,806
PFIZER INC COM 2,473 84 3.51 75,730
MCDONALDS CORP COM 1,628 91 5.91 16,916
AMERICAN EXPRESS CO COM 1,371 12 .91 17,880
ISHARES TR RUSSELL 2000 ETF 1,370 5 .34 11,845
AT&T INC COM 1,268 31 2.54 38,085
PHILIP MORRIS INTL INC COM 985 39 4.13 12,258
HEALTH CARE REIT INC COM 976 34 3.61 14,999
EXXON MOBIL CORP COM 939 147 18.57 12,502
HEWLETT PACKARD CO COM 837 25 3.11 29,877