BUDROS, RUHLIN & ROE, INC. Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 112
New Positions 13
Increased Positions 52
Decreased Positions 48
Positions with Activity 100
Sold Out Positions 6
Total Mkt Value (in $ millions) 3,698

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

Sector Weighting

Basic Materials 0.07%
Capital Goods 0.08%
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0.34%
Energy 0.14%
Financial 97.83%
Healthcare 0.39%
Services 0.34%
Technology 0.46%
Transportation
Utilities 0.07%

112 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
3M CO COM 1,106 -30 (2.6) 8,052
ALTRIA GROUP INC COM 1,354 29 2.18 29,657
AMERICAN EXPRESS CO COM 1,416 -3 (0.23) 17,145
AMERICAN TOWER CORP NEW COM 294 294 New 3,157
AMGEN INC COM 515 -15 (2.75) 3,855
APACHE CORP COM 192 New 2,630
APPLE INC COM 2,982 161 5.71 30,530
ASTRAZENECA PLC SPONSORED ADR 623 -424 (40.49) 9,185
AT&T INC COM 1,008 -26 (2.52) 29,590
BANK AMER CORP COM 330 14 4.42 20,349
BANK NEW YORK MELLON CORP COM 259 New 7,130
BARCLAYS BK PLC IPTH PURE BRD 6,700 962 16.76 185,798
BARCLAYS BK PLC DJUBS CMDT ETN36 2,620 215 8.95 77,073
BCE INC COM NEW 924 -14 (1.52) 22,025
BERKSHIRE HATHAWAY INC DEL CL A 3,493,585 3,456,594 9,344.44 17,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 55,810 568 1.03 407,102
BOB EVANS FARMS INC COM 1,676 New 34,830
BOEING CO COM 479 34 7.53 3,884
BRISTOL MYERS SQUIBB CO COM 1,760 3 .19 34,906
CAPSTONE MNG CORP COM 83 83 New 44,955