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) 3,705

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 97.82%
Healthcare 0.39%
Services 0.35%
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 ▲
DOMINION RES INC VA NEW COM -730 Sold Out 0
GOOGLE INC CL A -108 Sold Out 0
GOOGLE INC CL C -105 Sold Out 0
MILLER HERMAN INC COM -190 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -860 Sold Out 0
TIME INC NEW COM -20 Sold Out 0
INTUITIVE SURGICAL INC COM NEW 574 -12 (2.07) 1,183
SPDR S&P 500 ETF TR TR UNIT 318 .06 1,673
SCHLUMBERGER LTD COM 201 201 New 2,123
ISHARES MRGSTR SM CP GR 261 New 2,125
UNITED TECHNOLOGIES CORP COM 218 218 New 2,150
NOVARTIS A G SPONSORED ADR 206 206 New 2,338
APACHE CORP COM 192 New 2,630
AMERICAN TOWER CORP NEW COM 297 297 New 3,157
COVIDIEN PLC SHS 285 -10 (3.33) 3,341
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 197 197 New 3,550
METTLER TOLEDO INTERNATIONAL COM 883 New 3,652
AMGEN INC COM 530 -15 (2.75) 3,855
BOEING CO COM 483 34 7.53 3,884
GILEAD SCIENCES INC COM 412 66 19.05 4,031