BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 107
New Positions 7
Increased Positions 27
Decreased Positions 69
Positions with Activity 96
Sold Out Positions 4
Total Mkt Value (in $ millions) 287

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

Sector Weighting

Basic Materials 0.48%
Capital Goods 1.22%
Conglomerates
Consumer Cyclical 0.28%
Consumer/Non-Cyclical 4.68%
Energy 1.33%
Financial 70.95%
Healthcare 4.61%
Services 4.49%
Technology 6.89%
Transportation
Utilities 0.56%

107 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
EXPRESS SCRIPTS HLDG CO COM 391 -96 (19.72) 5,137
REPLIGEN CORP COM 378 New 14,000
HP INC COM 371 -5 (1.36) 29,043
BANK AMER CORP COM 325 6 2.01 21,639
US BANCORP DEL COM NEW 306 -42 (12.21) 7,021
CITIGROUP INC COM NEW 286 4 1.42 6,053
ISHARES TR MRGSTR SM CP GR 284 New 2,125
CORNING INC COM 280 -6 (1.96) 14,503
MEDTRONIC PLC SHS 277 -24 (7.96) 3,483
SCHWAB STRATEGIC TR US LCAP VA ETF 271 38 16.16 6,111
COLGATE PALMOLIVE CO COM 259 -16 (5.96) 3,737
UNITEDHEALTH GROUP INC COM 250 -4 (1.62) 1,879
HOME DEPOT INC COM 236 -90 (27.57) 1,737
HUNTINGTON BANCSHARES INC COM 231 -8 (3.49) 22,460
VANGUARD BD INDEX FD INC INTERMED TERM 219 4 2.01 2,541
REYNOLDS AMERICAN INC COM 218 218 New 4,449
ENTERPRISE PRODS PARTNERS L P COM 214 -181 (45.8) 7,890
L BRANDS INC COM 180 -4 (1.93) 2,284
QUALITY SYS INC COM 144 New 10,000
KEYCORP NEW COM 129 New 10,282


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