BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 105
New Positions 5
Increased Positions 29
Decreased Positions 60
Positions with Activity 89
Sold Out Positions 4
Total Mkt Value (in $ millions) 568

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

Sector Weighting

Basic Materials 0.28%
Capital Goods 0.58%
Conglomerates 0.04%
Consumer Cyclical 0.14%
Consumer/Non-Cyclical 2.26%
Energy 0.79%
Financial 85.46%
Healthcare 2.59%
Services 2.17%
Technology 3.33%
Transportation
Utilities 0.38%

105 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HCA HOLDINGS INC COM 293 293 New 3,233
VANGUARD BD INDEX FD INC INTERMED TERM 291 13 4.62 3,468
HUNTINGTON BANCSHARES INC COM 274 63 29.56 24,266
KINDER MORGAN INC DEL COM 267 -7 (2.67) 6,952
SCHWAB STRATEGIC TR US LCAP VA ETF 265 4 1.69 6,154
LEUCADIA NATL CORP COM 264 New 10,871
MEDTRONIC PLC SHS 256 29 12.67 3,459
COLGATE PALMOLIVE CO COM 251 -5 (1.89) 3,841
NISOURCE INC COM 247 New 5,408
GOLDMAN SACHS GROUP INC SP ENHCMD37ETN 243 New 8,121
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT 231 -23 (9.08) 12,839
BANK NEW YORK MELLON CORP COM 223 New 5,315
UNITEDHEALTH GROUP INC COM 214 214 New 1,750
M/I HOMES INC COM 213 213 New 8,640
AMERICAN TOWER CORP NEW COM 211 New 2,267
HOME DEPOT INC COM 207 207 New 1,860
HANNON ARMSTRONG SUST INFR CAP COM 201 New 10,000
L BRANDS INC COM 199 199 New 2,318
KEYCORP NEW COM 154 New 10,282
SIRIUS XM HLDGS INC COM 56 New 15,000