BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 101
New Positions 12
Increased Positions 33
Decreased Positions 56
Positions with Activity 89
Sold Out Positions 5
Total Mkt Value (in $ millions) 239

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

Sector Weighting

Basic Materials 0.71%
Capital Goods 1.54%
Conglomerates
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.14%
Energy 2.46%
Financial 68%
Healthcare 5.72%
Services 5.02%
Technology 6.3%
Transportation
Utilities 1.03%

101 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BARCLAYS BK PLC DJUBS CMDT ETN36 2,728 -4,593 (62.74) 67,535
RYDEX ETF TRUST GUG S&P500 PU GR -1,836 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 36,618 -1,716 (4.48) 192
ISHARES RUS 1000 ETF 23,456 -1,199 (4.86) 223,096
ROYAL DUTCH SHELL PLC SPONS ADR A 968 -1,021 (51.34) 12,876
TRAVELERS COMPANIES INC COM -822 Sold Out 0
US BANCORP DEL COM NEW 325 -780 (70.57) 8,007
INTERNATIONAL BUSINESS MACHS COM 1,837 -339 (15.58) 9,560
EXXON MOBIL CORP COM 749 -324 (30.22) 7,463
EMERSON ELEC CO COM -263 Sold Out 0
CAREFUSION CORP COM -228 Sold Out 0
COLGATE PALMOLIVE CO COM -227 Sold Out 0
JPMORGAN CHASE & CO COM 3,686 -215 (5.51) 66,037
JOHNSON & JOHNSON COM 1,612 -178 (9.93) 16,096
CISCO SYS INC COM 3,289 -167 (4.85) 139,835
CARDINAL HEALTH INC COM 639 -150 (19.06) 9,276
MICROSOFT CORP COM 2,902 -135 (4.45) 72,578
GENERAL ELECTRIC CO COM 3,213 -132 (3.94) 120,876
CELGENE CORP COM 244 -113 (31.72) 1,666
STARBUCKS CORP COM 2,147 -98 (4.38) 30,182