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) 285

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 1.21%
Conglomerates
Consumer Cyclical 0.28%
Consumer/Non-Cyclical 4.72%
Energy 1.33%
Financial 70.9%
Healthcare 4.64%
Services 4.51%
Technology 6.8%
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 ▲
LEUCADIA NATL CORP COM -184 Sold Out 0
M/I HOMES INC COM -169 Sold Out 0
POWERSHARES DB CMDTY IDX TRACK UNIT BEN INT -181 Sold Out 0
ROYAL DUTCH SHELL PLC SPONS ADR A -625 Sold Out 0
BERKSHIRE HATHAWAY INC DEL CL A 31,992 657 2.10 146
ALPHABET INC CAP STK CL C 393 -7 (1.73) 569
ALPHABET INC CAP STK CL A 423 4 .84 600
AMAZON COM INC COM 679 1 .09 1,128
HOME DEPOT INC COM 231 -88 (27.57) 1,737
UNITEDHEALTH GROUP INC COM 248 -4 (1.62) 1,879
SPDR S&P 500 ETF TR TR UNIT 391 -16 (3.88) 1,884
ISHARES TR MRGSTR SM CP GR 280 New 2,125
L BRANDS INC COM 182 -4 (1.93) 2,284
VANGUARD BD INDEX FD INC INTERMED TERM 219 4 2.01 2,541
METTLER TOLEDO INTERNATIONAL COM 1,179 -133 (10.13) 3,282
MEDTRONIC PLC SHS 278 -24 (7.96) 3,483
COLGATE PALMOLIVE CO COM 266 -17 (5.96) 3,737
CELGENE CORP COM 417 -4 (1.03) 3,860
BOEING CO COM 531 -113 (17.59) 3,939
FACEBOOK INC CL A 472 New 4,047