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 1.55%
Conglomerates
Consumer Cyclical 0.37%
Consumer/Non-Cyclical 5.11%
Energy 2.46%
Financial 68.07%
Healthcare 5.68%
Services 5%
Technology 6.36%
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
3M CO COM 1,160 -21 (1.75) 8,407
ALTRIA GROUP INC COM 1,017 43 4.44 26,543
AMERICAN EXPRESS CO COM 1,502 -62 (3.98) 17,239
AMGEN INC COM 437 437 New 3,855
APPLE INC COM 2,163 218 11.20 4,122
ASTRAZENECA PLC SPONSORED ADR 1,055 -5 (0.45) 15,570
AT&T INC COM 1,027 85 9.00 29,420
BANK NEW YORK MELLON CORP COM 244 New 7,130
BANK OF AMERICA CORPORATION COM 319 -30 (8.61) 19,487
BARCLAYS BK PLC DJUBS CMDT ETN36 2,726 -4,591 (62.74) 67,535
BARCLAYS BK PLC IPTH PURE BRD 5,584 5,584 New 134,808
BCE INC COM NEW 836 -18 (2.09) 18,985
BERKSHIRE HATHAWAY INC DEL CL A 36,634 -1,717 (4.48) 192
BERKSHIRE HATHAWAY INC DEL CL B NEW 50,355 167 .33 395,870
BOB EVANS FARMS INC COM 1,562 New 34,830
BOEING CO COM 1,172 40 3.58 8,974
BRISTOL MYERS SQUIBB CO COM 1,833 -61 (3.2) 35,979
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 218 218 New 5,275
CARDINAL HEALTH INC COM 640 -151 (19.06) 9,276
CAREFUSION CORP COM -227 Sold Out 0